Strategic Financial Planning – A Comprehensive Approach

Strategic Financial Planning – A Comprehensive Approach
Strategic Financial Planning – A Comprehensive Approach

Date(s): -
Location: Philadelphia, PA
Certification Credits: 30 IACP/30 BCP/22.5 CPE

Increase cash reserves, enrollment levels, and long-term viability. These are the goals at every school—and they are attainable if you have the right strategic financial plan. ISM’s proven approach to strategic financial planning helps you experience financial success now, while positioning your school strongly for the future.

Early Bird Discounts end 4/17/2020!
Standard Pricing: $2,377 Gold Members // $2,797 General // $1,604 Second Person

Increase cash reserves, enrollment levels, and long-term viability. These are the goals at every school—and they are attainable if you have the right strategic financial plan.

ISM’s proven approach to strategic financial planning helps you experience financial success now, while positioning your school strongly for the future.

Takeaways:

  • Learn, use, and take home ISM’s 13-line financial planning model to support your school’s strategic plan.
  • Identify your critical, high-impact, strategic numbers and translate those into an understandable, user-friendly communications tool for your Board and Leadership Team.
  • Calculate your Stability Marker score using our proven criteria. (These are the items that strongly correlate to a school’s ability to sustain excellence over time.)
  • Discover what your Stability Marker score implies for your school’s future so you can take action now.
  • Understand ISM’s research-based system for constructing a strategic plan and supporting your strategic financial plan to serve as your six-year framework, with the flexibility to adapt to subsequent yearly changes.

Who Should Attend:

New and veteran Board Presidents, Chairs of the Finance Committee and other key Board-committee leaders, School Heads, COOs, CFOs, Business Managers, and other senior administrators should attend.

Continuing Professional Education (CPE)

Participants may earn up to 22.5 CPE credits for this workshop

Independent School management is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

In accordance with the standards of the National Registry of CPE Sponsors, CPE Credits have been granted based on a 50-minute hour.

  • Program level: Overview
  • Prerequisite: None
  • Advanced Preparation: If attendees are asked to bring any school data with them, they each will receive this list prior to the start of the workshop.
  • Field of Study: Business Management & Organization
  • Delivery Method: Group Live
  • See Administrative Policies below for Record Retention, Tuition, Complaint Resolution, Cancellation, Course Update, and Refund policies.

Administrative Policies

Record Retention

ISM will maintain all workshop records electronically for for five years. This includes:

  • Dates dates and locations; course materials; presentations.
    Faculty roster, contact information, and biographies (also included in the workbook)
  • Individual registration/participation records
  • Individual session attendance transcripts with CPE credits earned
  • Certificates of Completion
  • Primary workshop marketing material (pdf form)
  • Evaluation results and reports

Past attendees may request their individual records by emailing workshops@isminc.com and indicating their name, school, and year they attended the workshop.

Tuition Payment

Full tuition payment is expected at time of registration; however, individuals may register with a $600 deposit through April 17, 2020. Tuition must be paid in full 10 business days prior to the start date of the in-person, group-based program. An attendee with a balance due on the start date will be denied entrance to the program until the balance is paid in full.

Complaint Resolution

ISM takes feedback and evaluations very seriously, and we offer up to a 100% refund to individuals who are not satisfied with their experience. ISM strives to give every registered attendee the best experience possible.

During the workshop we ask that attendees bring issues to the attention of the ISM staff either in person or via email. We will do everything in our power to correct the situation on site.

We review every end-of-course evaluation form closely. The workshop leaders and the ISM President review all evaluations and will address any below-average grade for refunds up to 100%.

After the workshop, registered attendees may direct any complaints to the ISM Workshops Department, 1316 N. Union St., Wilmington, DE, 19806 or workshops@isminc.com. Complaints will be taken to the ISM President for resolution.

Complaints regarding ISM as registered a sponsor may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. ISM’s Sponsor ID is 140060.

Terry Moore

Terry L. Moore, BCP-E

ISM Executive Consultant

Expertise

Terry shares his expertise with private-independent schools in strategic planning and strategic financial planning, strategic performance analysis, effective school operation, fundraising, faculty evaluation and compensation, and financial aid.

Current Role

Terry has supported more than 200 schools on-site since 2002 through ISM, many multiple times. He also:

  • Writes for ISM’s publications, including Ideas & Perspectives
  • Created the ISM FAST program (ISM’s cutting-edge financial aid tool)
  • Speaks at various conferences including NBOA, NYSAIS, CAIS, FISBO, and AISNE
  • Leads ISM workshops and webinars

Terry recently completed a two and a-half year assignment at St. Mary’s School, Aliso Viejo, CA. He served as the Head of Finance, Operations, and Advancement. During that assignment, he continued to consult with ISM.

Terry has over 30 years of experience in both the profit and not-for-profit sectors. His professional background includes expertise in all financial matters of independent schools. Further, he specializes in many aspects of operations, safety and security, marketing, and fundraising. Because of the specialized niche of independent schools, he enjoys helping schools explore their mission statement articulation.

Prior Experience

Terry’s professional experience includes work at two independent schools. In addition to St. Mary’s School, Terry was also at Trinity Academy of Raleigh, NC where he was a founder and served on the Board of Directors for six years, after which he was asked to become the Director of Administrative Services.

Additionally, Terry has served on the Board of several non-profits and the Vestry of two Episcopal Churches.

Education

Terry earned a BS degree from East Carolina University, Greenville, NC, and has done graduate work at Regis University, Denver, CO.

Workshop Schedule (subject to adjustment)

(Continental breakfast is available starting at 7:00 a.m. and breaks are at 10:15 a.m. and 3:00 p.m. daily.)

Monday

7:00 - 8:30 Registration and Breakfast

8:30 – 10:15 Session One

10:15 – 10:30 Break

10:30 – 12:15 Session Two

12:15 – 1:15 Lunch with ISM

1:15 – 3:00 Session Three

3:00 – 3:15 Break

3:15 – 5:00 Session Four

5:00 – 5:30 General Session

5:30-6:00 Reception with ISM

6:00 Dinner with ISM

 

Tuesday

8:30–10:15 Session Five

10:15-10:30 Break

10:30-12:15 Session Six

12:15-1:15 Lunch with ISM

1:15-3:00 Session Seven

3:00-3:15 Break

3:15-5:00 Session Eight

5:00–6:00 Reception with ISM

 

Wednesday

8:30–10:15 Session Nine

10:15-10:30 Break

10:30-12:15 Session Ten

12:15-1:15 Lunch with ISM

1:15-3:00 Session Eleven

3:00-3:15 Break

3:15-5:00 Session Twelve

5:00–6:00 Reception with ISM

 

Thursday

8:30-10:15 Session Thirteen

10:15-10:30 Break

10:30-12:00 Session Fourteen/Action Planning

 

24.5 hours

Workshop Location
Hilton Penns Landing 
201 South Columbus Boulevard 
Philadelphia, PA 19106 
215-521-6565

The Hilton Penns Landing is on the Delaware River, adjacent to the Independence Seaport Museum and summer activities along the river. It is within walking distance to historic Old City Philadelphia. 

A group hotel reservation rate of $219 is available until June 15, 2020. Subject to availability. Please wait until the workshop status is 'confirmed' before making your travel and hotel arrangements.

Reserve Your Room

Make your hotel reservations by:

  • Reserving your room online
  • Calling 215-521-6500 and let then know you are with ISM or Independent School Management Summer Institute

The Hilton Penns Landing is pet-friendly. Please contact the hotel for details.

Travel

Getting there from Philadelphia International Airport

DIRECTIONS: Follow the signs to merge onto I-95 N. Take exit 20 for Columbus Blvd. Turn left onto S Columbus Blvd. Hotel will be on the right.

Distance from Hotel: 11.7 miles

Drive time: 15 minutes

 

How will ISM communicate workshop information with me?

It is essential that your school approves the following email addresses from ISM:

  • workshops@isminc.com
  • marie@isminc.com

You will be receiving all communication—including your confirmation email and access to your workshop's Google Drive account—from these e-mails.

What does my registration fee include?

All workshop materials, breakfasts, lunch or dinner daily, and social hours are included.

What is not included in my registration fee?

Hotel accommodations and travel expenses, other meals not noted.

What should I wear?

Meetings rooms are generally cold, as temperature control in meeting spaces and large convention centers is difficult. Please bring a sweater, jacket, or sweatshirt.

Summer temperatures average mid-80s to a low of 65. It can get quite hot—into the 90s—and humid. The classrooms and guest rooms are usually comfortable, but you may want to dress in layers in case the rooms are too warm or too cool for you. Dress is casual. Wear whatever is comfortable—jeans, sweat shirts, sweaters, etc. For current weather conditions, we recommend checking weather.com.

What should I bring?

You’ll receive a letter from your workshop instructor letting you know what to bring. However, please bring a laptop or tablet for online access.

Where can I work out?

The Hilton Penns Landing offers a fitness center and a pool, as well as bicycle rentals. Since the hotel is located on the river, you have easy access to walking in Old City, as well as on the riverfront.

Can my special dietary requirements be met?

Absolutely. Just give the Workshops Department a call at 302-656-4944, and we'll make sure your needs are accommodated.

How much free time will I have?

There are periods before, between, and after workshop sessions for relaxation, recreation, and socializing.

Should I need medical or dental attention, where should I go?

Should you need medical attention in a non-emergency, notify ISM staff and the hotel staff. The hotel can recommend what facilities are available, and may be able to supply transportation. In an emergency, call 911.

Confirmation and Cancellation Policy

We will correspond with you through email as soon as your workshop is confirmed, no later than two weeks prior to its start date. Occasionally, we may be forced to cancel an unconfirmed, scheduled workshop due to insufficient registration. So we ask that you do not make non-refundable travel arrangements until you receive notice that your workshop is confirmed. (ISM will not be responsible for any change/cancellation charges assessed by your airline or travel agent.)

Tuition Payment and Cancellation Policy for In-Person, Group-based Programs

Tuition must be paid in full 10 business days prior to the start date of the in-person, group-based program. An attendee with a balance due on the start date will be denied entrance to the program until the balance is paid in full.

Cancellation requests must be made in writing by emailing workshops@isminc.com, faxing to 302-656-0647, or mailing to: Professional Development Coordinator, ISM, 1316 N. Union St., Wilmington, DE, 19806.

  • Cancellations received more than 15 business days prior to the start date of the program will be fully refunded. Gold Dollars will also be fully refunded.
  • There will be no refunds for cancellations made less than 15 business days before the start of the program. For registrations paid for with membership Gold Dollars, the member school will receive a 50% refund of Gold Dollars.
  • Non-payment of tuition or no-show to the event does not constitute a cancellation. Full tuition will be due and payable.

The Substitution Option and Wallet Option

Should an attendee need to cancel less than 15 days prior to the start date of the workshop, the school has two options to avoid penalty. Schools may also exercise these options at anytime for cancellations. 

  1. The school may substitute another employee.
  2. The school may bank the funds for a future ISM registration. These funds must be applied to a professional development event within one year from the start date of the original workshop. After one year, the funds will be forfeited. To use banked funds, please call the Professional Development Coordinator at 302-656-4944 x152.

*We DO NOT accept enrollments from consultants.

 

 

Image of a teacher and students in class
Image of a teacher and students in class

Our Guarantee

ISM believes in providing quality and excellence in all of our events and in ensuring the satisfaction of everyone who attends. Nearly 100% of our participants say they would recommend our events to their colleagues. If you are not satisfied with your event for any reason, ISM will credit the fee you paid toward another similarly priced workshop or will refund it.

If you have any questions, click below to send us an email. 

Workshop Registration

Register for your workshop online by filling out the form below. If you'd prefer to register by mail, download our registration form.

If you are registering with a team from your school, fill out one person’s information below, add it to your cart, and select “Add Another Attendee” from the cart menu.

 

Image of a teacher and students in class
Image of a teacher and students in class

Upcoming Workshops and Events

1/27/2020 — 1/31/2020

workshop

Student-Centered Scheduling

Status: ConfirmedLocation: Wilmington, DE

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7/6/2020 — 7/8/2020

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Strategic Financial Planning – A Comprehensive Approach

Status: OpenLocation: Philadelphia, PA

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