ISM Expo | San Diego, CA
ISM Expo | San Diego, CA

Envision new possibilities.

Date(s): -
Location: San Diego, CA

The Expo is a conference where you will learn about best practices and recommended strategies for private-independent school leaders. Unlike typical ISM workshops that take a hyperfocus on a particular topic, the Expo offers a broad overview of various proven approaches and ISM theory.

Follow a specific track that’s tailored to your position as a School Head, Business Manager, advancement professional, or academic leader, or choose to attend courses across multiple disciplines.

 

School Year Workshops

Want a more topic-focused experience? Attend a workshop running concurrently with the Expo.
Get a deep understanding of a single topic, such as creating a successful major gifts program or mastering enrollment management, while still enjoying the networking opportunities of the ISM Expo. See the workshops offered in San Diego, along with all of ISM's fall and winter workshops, here.

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Discover Current Recommendations

Learn current recommendations that are tailored to your specific position through a diverse selection of courses, or choose to attend sessions across multiple disciplines.

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Explore Proven Strategies

Hear the latest research and insight for private schools from a team of ISM Consultants, empowering you to develop a broad overview of the current landscape. 

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Meet Private School Peers

Take the time to speak with members of the ISM Consulting team, network with peers and colleagues, and visit exhibitors for solutions to problems your school may be facing.

You're Invited to the ISM Expo

 

 

How the Expo Works

DAY 1: Opening Reception & Registration—October 20, 2019

DAYS 2 & 3: Sessions—October 21–22, 2019

Choose from 28 different sessions across four tracks. Attend all sessions focused on one subject area, or explore courses across multiple disciplines. 

Heads & Trustees track, with sessions including:

  • Future Proofing Your School: Discover Your School’s Stability Ranking
  • The Four Strategic Roles Your Board Plays in a Successful Capital Campaign
  • Becoming an Action-Oriented and Strategic Board

Business & Operations track, with sessions including:

  • Safeguarding Your School: Assessing Your School's Risk Exposure
  • Can a Capital Project Really Change Your School?
  • A Hands-On Approach to Strategic Financial Planning and Tuition-Setting

Advancement track, with sessions including:

  • From Boomers to Millennials: Marketing and Fundraising for Today's Parents
  • Shift to Continuous Enrollment to Boost Retention
  • How to Assess the Success of Your Development Operations

Leadership track, with sessions including:

  • Empower Your Faculty and Staff to Be Your School’s Best Marketers
  • How to Manage a Schedule Change
  • Customized Learning and Mastery-Based Graduation Requirements: Concepts and Issues

DAY 4: Optional Add-on for One-on-One Consulting—October 23, 2019

Stay for Day 4 to book a session with an ISM Consultant to ask questions about your school's most pressing issues and receive guidance and feedback. You will meet an industry insider and receive tangible advice for your specific situation. You might ask how to compete in a crowded market, retain students, define your school’s value proposition, manage expectations from various constituencies, align your Leadership Team, find major donors, maintain strategic focus—or something else.

Available Consultants:

Terry Moore
Terry Moore, BCP-E

Specialties: Business Office operations, strategic planning, and financial aid.

Jerry Chambers
Jerry Chambers, BCP-E

Specialties: Business Office operations, strategic planning, and financial aid.

Madelein Ortman
Madeleine Ortman

Specialty: Leadership challenges for Trustees and Heads.

Jacqui Yamada
Jacqui Yamada

Specialty: International student program governance.

Roxanne Higgins
Roxanne Higgins

Specialty: Optimizing school schedules.

Bryan Smyth
Bryan Smyth, Ph.D.

Specialties: Scheduling and leadership challenges for Trustees and Heads.

Penny Rogers
Penny Rogers, IAP-L

Specialties: Enrollment management and marketing communications.

Herb Soles
Herb Soles

Specialties: Major gift programs, endowment, and planned giving.

Paula Schwartz
Paula Schwartz, Ed.D., IAP-L

Specialties: Annual, capital, endowment, and major gifts fundraising.

Martin Kelly
Martin Kelly

Specialty: Business office risk management.


Spots are limited, and are first-come, first-served!

Each one-hour session costs $440, and you can choose to purchase up to three hours of consulting time. Get direct feedback to envision new possibilities for yourself and your school.

Contact Marie Kelly, Professional Development Coordinator, at workshops@isminc.com or 302-656-4944, for more information about this opportunity.

 

Earn CPE Credits

CPAs can receive CPE credits by attending designated courses offered at the Expo. To earn credits, attendees pay $250 on top of their tuition price. 

Independent School Management, Inc. 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.

 

Join us as an Expo Sponsor

The Expo offers a broad view of ISM theory in every area of private school operations. With over 200 expected attendees, let us help you gain exposure with prime decision-makers in private-independent schools. Stand out from the crowd and elevate your visibility with important clients and prospects.

See this year's sponsorship opportunities.

Download the Sponsorship Packet

 

 

Session Leaders and Consultants

Barbara Beachley
Barbara Beachley

Director of Advisory Services | Consultant 

Barbara provides her expertise in the areas of student-centered and brain-based pedagogies, faculty growth and culture, faculty evaluation, academic leadership, mission identity, survey best practices, and data analysis.

Jerry Chambers
Jerry Chambers, BCP-E

Consultant 

Jerry’s areas of expertise include strategic planning, business office operations, human resources, financial analysis, advancement, admissions, and marketing.

Roxanne Higgins
Roxanne Higgins

President 

Roxanne is an expert in optimizing time, space, and personnel to help each school deliver a mission-appropriate program developed around the needs of its students.

Martin Kelly
Martin Kelly

President, ISM Insurance Inc.

Martin has worked to serve private-independent schools with the most comprehensive and mission-appropriate insurance coverages for over 25 years. He’s been the President of ISM Insurance Inc. since 1996 and has worked with 1,200 schools, insuring in excess of 30,000 staff and 200,000 students.

Terry Moore
Terry Moore, BCP-E

Executive Consultant

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.

Madelein Ortman
Madeleine Ortman, IAP-L

Academic Dean | Consultant

Madeleine Ortman, who first joined ISM in 1999 as a Consultant and workshop leader, has extensive experience both in leading schools and in working with them to address their leadership challenges. Previously, Madeleine spent 19 years Head of School at The Woods Academy, St. Mark the Evangelist, and Saint Martin of Tours School, all in Maryland.

Penny Rogers
Penny Rogers, IAP-L

Consultant

Penny Rogers first joined Independent School Management in 2010 as a member of the Advancement Academy’s founding faculty. Her areas of expertise and passion include building enrollment management and marketing plans; developing mission-based messaging; crafting digital marketing and social media strategies; establishing crisis communications plans, and advising on optimal staffing structures and functions. Her experience in these areas comes from working in private-independent schools for more than 13 years, and serving a variety of other non-profits for an additional seven years.

Paula Schwartz
Paula Schwartz, Ed.D., IAP-L

Senior Consultant | Director of Fundraising Services

Paula joined ISM in 2002 after nearly 20 years working with various educational institutions to plan and execute their development, communications, and research programs. She provides services in the areas of annual, capital, endowment, and major gifts fundraising.

Bryan Smyth
Bryan Smyth, Ph.D.

Director of Research | Consultant

Bryan’s central purpose is to help students flourish. He believes that the enhancement of school environments and cultures is the best way to facilitate growth in children and adults.

Herb Soles
Herbert P. Soles, CFRE, IAP-L

Consultant 

Herb provides consulting services in the areas of development and fundraising. His expertise includes extensive knowledge of major gifts programs, endowment, and planned giving as a way to increase donors’ capacity to give at leadership levels.

Jacqui Yamada
Jacqui Yamada

Consultant

Jacqui, a former international student program coordinator and Principal Designated School Official (PDSO), has turned her work with international students into a model for governance of international student programs. She has expertise in international student enrollment, international program establishment, SEVIS compliance, homestay concerns, and international student relations.

Sunday, October 20, 2019

3:00–5:00 p.m. Expo Registration
5:00–7:00 p.m. Opening Reception

Monday, October 21, 2019

8:00–8:30 a.m. Expo Registration and continental breakfast

SESSIONS
8:45–10 a.m.

CPE Credits: 1.5
Field of Study: Management Advisory Services
Program Level: Overview
Designed for: School Heads, Trustees, Business Managers
Advanced Preparation: None
 
We hear the word sustainability frequently. For some, the thought is frightening—others ignore it entirely. But this session will help you understand and take control of your school’s sustainability. Using ISM’s data-driven approach, you’ll discover ISM’s Stability Markers, a predictive model for long-term viability. Explore how sustainable your school really is—and what you must do to maintain your standing or enhance your position.
 
Objectives
  • Learn how to use ISM’s self-scoring Stability Marker Model to understand where your school currently stands when it comes to sustainability.
  • Determine what your score means and how you can improve your position.
  • Create a prioritized approach that you can use at your school.
 
Your focus is on delivering the best possible academic and social experience for your students, while ensuring the physical and fiscal stability of all constituents. Therefore, you must be aware of areas where schools are often exposed to risk. In this session, using data collected over a five-year period, review actual incidents, complaints, claims, and lawsuits. Discuss procedures related to crisis planning, human resources, accidents, injuries, and facilities management. Leave the session with suggestions and protocols to help mitigate—and possibly prevent—your school from being exposed to these risks.
 
Objectives
  • Understand where schools are most at risk, based on real incident data over a five-year period.
  • Explore recommended strategies when it comes to avoiding risky scenarios.
  • Create a plan for protecting your school, students, and bottom line for generations to come.
 
 
As private-independent school professionals welcome the first waves of millennial parents into their multigenerational target audience, they find themselves in a marketing quandary. How do they continue to connect to the last of the baby boomers while meeting the marketing and communications needs of the newest generation of private-independent school parents? Understand what motivates the enrollment and philanthropic decisions of Baby Boomers, Generation Xers, and Millennials. Learn how to segment your approach to boost your appeal to all three generations of parents by creating a multilayered marketing and fundraising strategy.
 
Objectives
  • Explore the differences between parental generations and which messages resonate best with each.
  • Determine how to add authentic voices to your school’s marketing mix that appeal to all generations of parents.
  • Learn which examples and techniques that your school can use to inform your marketing and fundraising efforts.
 
 
Remember that statistics course you took in college? You might have tried to forget. But to lead school-improvement efforts, understanding research studies and white papers is a must. Without a working knowledge of statistics, you might draw false conclusions or be forced to rely on the author’s interpretation of the study. For example, take the research on late starts. It says school days should start at a later hour, but did you read the effect size? Did you see variability in effect sizes across research sites? Do you know what an effect is? This session will give you an overview of the major statistical tests used in educational research, including effect sizes, correlation, multiple regression, and t-tests.
 
Objectives
  • Explore how to understand and use statistics to inform the decisions you make at your school.
  • Review common pitfalls, and how to avoid them, when it comes to education research.
  • Leave equipped to read research with an informed and critical eye.
 
 
10–10:30 a.m. Break

SESSIONS
10:30–11:45 a.m.

Assess the congruence between tasks assigned to your school’s Leadership Team and adequate oversight of the school’s operations. This session will help you determine the most effective Leadership Team structure for your school, given its mission, programs, size, plans for the future, and finances. Review roles and responsibilities for the various members of your Team, ensuring maximum utilization of their strengths and expertise.
 
Objectives
  • Determine a mission-appropriate Leadership Team structure.
  • Understand how to best utilize the strengths of your Leadership team.
 
CPE Credits: 1.5
Field of Study: Personnel/HR
Program Level: Overview
Designed for: School Heads, Trustees, Business Managers
Advanced Preparation: None
 
Many schools have implemented a merit pay (also called broadbanding) pay structure for teachers, a simple strategy that outlines a guaranteed salary path without guaranteeing a predetermined salary. Faculty must meet specific criteria in order to advance their salaries and remain employed by the school. Together we will explore the highs and lows of a merit pay system and ask the question: Is there another way? Is it a better one?
 
Objectives
  • Explore the pros and cons of different faculty compensation models available to private school leaders.
  • Determine which model makes the most sense for your culture and mission.
  • Formulate a plan for implementing the right faculty compensation structure at your school.
 
A campaign feasibility study empowers you to gain a deeper understanding of your constituents’ interests, and assess how they align with what you hope to do as an institution. A study should do a lot more than indicate a “go or no go” decision for a dollar goal. It is one of the best ways to engage key stakeholders and match their values and interests with your school’s vision and dreams.
 
Objectives
  • Learn three essential components to maximize your study’s impact.
  • Explore how to use your study to deepen donor engagement and stewardship.
  • Discover how your outcomes inform your strategies going forward to ensure campaign success.
Staffing an international program can be challenging for schools of every size. If hiring a dedicated program director isn’t an option, what should you do? Independent school leaders often already wear many hats, so strategically leveraging current staff can help save your budget’s bottom line. But it’s vital to put the right school employees in place to bolster your international program and set it up for success. Learn how to properly assess your current staff members' responsibilities and strategically distribute the international program workload.
 
Objectives
  • Determine the responsibilities that a school must account for when running a successful international program.
  • Discover how to assess the workload of your employees, and how they can expand their current roles.
  • Identify common pitfalls in this process.
 
12–1:30 p.m. Lunch

SESSIONS
1:30–2:45 p.m.

A strong, well-functioning Committee on Trustees is one of the most fundamental parts of a “strategic Board” (i.e., a Board with a structure and function that correlates strongly with long-term, mission-specific excellence in private-independent schools). Its primary responsibility is optimizing Trustee performance through profiling, education, and accountability. This session will assist you in putting processes in place to ensure your Committee on Trustees functions with excellence.
 
Objectives
  • Understand what traits strategic and superior Boards have in common.
  • Explore how your Board works today, and what it will need to function more effectively.
  • Determine which processes you need to help your Board govern with excellence.
 
Employment practices present one of the most significant risks to private-independent schools. But running a strategic HR department is an art and a science. Review a checklist of areas to consider, including job descriptions, hiring, supervising, training, corrective action, termination, and predictability and support. Discover how schools can avoid many of the issues that have historically plagued them.
 
Objectives
  • Review the most common human resources areas where schools expose themselves to risk.
  • Learn recommended strategies for employment practices, contracts, health records, waivers, and more.
  • Discuss ways to protect your school’s long-term viability.
 
If your school’s enrollment is stagnant or declining, you may find yourself dumping all of your resources into advertising, external marketing, and recruiting new students to boost your numbers. And while bringing in new students is important to healthy enrollment, the best place to start is at home. This session will examine the importance of re-recruitment and word-of-mouth marketing, focusing on developing a collaborative Enrollment Management Team that works to build both. This session will also include strategies and tactics that are proven to increase your retention rate, no matter the size or structure of your school.
 
Objectives
  • Examine the importance of healthy retention and word-of-mouth to building your enrollment.
  • Learn the purpose, structure, and role of the Enrollment Management Team.
  • Discover fresh ideas for helping your faculty and staff understand their roles in admission and marketing communications.
 
Successful donor-centered development programs depend on a focused and well-coordinated Leadership Team—your Board President, School Head, Development Chair, and Development Director. This leadership “quartet” identifies, plans, and executes your strategic development objectives. It is the backbone of a diversified fundraising program, providing direction, accountability, authority, and the technical know-how to impact fundraising results. Apply your understanding of what a quartet can do and create clear objectives and actions that work for you within the context of your own school.
 
Objectives
  • Learn how to identify the expertise each team member brings to the table.
  • Develop strategies for helping this quartet work together effectively.
  • Create a plan you can use when you return to your school.
 
2:45-3:15 p.m. Break

SESSIONS
3:15–4:30 p.m.

Stable schools have strategic Boards. When your Board focuses on sustaining financial viability and excellence for future generations of students, every aspect of your operations perform at the highest level, including your advancement efforts. Capital campaigns anchored in your Board’s understanding of and commitment to its strategic role inspire confidence and provide a powerful case for motivating donors. Discover how to set your Board up for success when it comes to your next capital campaign.
 
Objectives
  • Learn how four critical elements determine institutional readiness as a Board considers a capital campaign.
  • Determine how to engage your Trustees in all areas of the donor cycle to create powerful solicitation teams.
  • Empower your development quartet—Board President, Development Chair, School Head, and Development Director—to ensure campaign success.
 
CPE Credits: 1.5
Field of Study: Management Advisory Services
Program Level: Overview
Designed for: School Heads, Trustees, Business Managers
Advanced Preparation: None
 
Discover how a dream can change everything, and a capital campaign can make those dreams a reality. The session leader left ISM for 2.5 years to help a school realize its vision to build a true 21st century model school. A K–8 institution, every classroom, hallway, policy, and procedure was re-envisioned—even the mission statement! This session will inspire you to learn about capital campaigns so you can become serious about attending to your stability and make transformative change.
 
Objectives
  • Explore what dreams are attainable for private schools and what families really want for their children’s education.
  • Create a practical approach for achieving your school’s goals.
 
Continuous enrollment, perpetual enrollment, opt-out enrollment. Whatever you call it, the idea of enrolling a family into your school community “for life” is growing in popularity among private-independent schools and has significant merit. Imagine freeing up your Admission Office to serve your inquiries and applicants, rather than chasing down re-enrollments. In this session, we will cover the basics of continuous enrollment AND what to do in subsequent years.
 
Objectives
  • Learn the ins and outs of continuous enrollment.
  • Understand the steps, process, timeline, and intricacies of this methodology.
  • Return to your school able to articulate the benefits of continuous enrollment.
 
Schools are changing their daily and yearly schedules, hoping to impact teaching and learning, improve well-being, make room for nonacademic programming, as well as address many other priorities. The number one question we receive once schools decide to change their schedule revolves around “how”? How do we start? How do we get teachers to buy-in? How do we manage the change? How do we deal with parents? How quickly can we do this? This session will help answer those questions, enabling you to develop a plan for your next schedule change initiative.
 
Objectives
  • Understand how to present a scheduling change to your school’s constituencies.
  • Learn best next steps for implementing a new schedule at your school.
 
4:30-6 p.m. Reception

Tuesday, October 22, 2019

8:45–10 a.m.

 

Parents want a safe, caring community that educates and prepares their children in a better fashion than alternatives. Students want a predictable and supportive school atmosphere where they get to be the ones “doing it” (rather than watching it). They want school experiences that are engaging, meaningful, and useful for their future. But there’s a major issue in independent schools: Our ability to deliver on these promises is eroding—and, along with it, our value proposition. Dr. Smyth will explore the issues that are eroding independent schools’ value propositions and offer some suggestions on how to address them.
 
Objectives
  • Examine what has led us to the point—and what we foresee for the future.
  • Explore how independent schools can alter their paths forward.
 
10–10:30 a.m. Break

SESSIONS
10:30–11:45 a.m.

The Head Support and Evaluation Committee (HSEC), if properly constituted and functioning correctly, can be an indispensable component in the institutional success of a school and the personal and professional success of the School Head. Improperly constituted and/or incorrectly functioning, the HSEC can, as with any group, become a mindless, bureaucratic waste of everyone’s time. This session will assist School Heads and Board leaders in setting the HSEC up for success—either as you initiate the HSEC concept for the first time or when the committee is in place and has perhaps “forgotten” the fundamentals involved in a successful HSEC operation.
 
Objectives
  • Discover what elements are necessary for a strategic and high-functioning HSEC.
  • Explore where your school stands today, and what steps you’ll take to move forward.
  • Create a plan to support your HSEC for years to come.
 
Your school’s Business Continuation Plan must be similar to, and a part of, your overall crisis planning process. It must anticipate and plan for scenarios where things go wrong, including associated damages, critical business functions that could be affected, and options for preventing further risk. It should also include response and recovery plans. The key is to have this plan in place before an unfortunate event occurs. Through break-out sessions, capture your school’s critical functions, what occurrences might interrupt them, and how your school can recover.
 
Objectives
  • Investigate the areas where crises occur, and how your school is prepared to respond.
  • Outline your school’s Business Continuation Plan to make your school a safer place.
 
The parents of international students are almost always not deliberately addressed when it comes to philanthropy. It’s often because we do not know how or when to start a discussion with them. But these families remain an untapped resource that can have a significant impact on your school’s fundraising efforts—if approached with the right strategy. Explore how to overcome the natural hurdles presented by this important, and possibly growing, constituency within your school community.
 
Objectives
  • Discover the best ways to convert new families into donors.
  • Learn how to best assess fresh opportunities within an untested community.
  • Explore how to avoid moving too quickly.
 
How engaged are your faculty and staff in the recruitment and re-recruitment of your students? If those closest to your mission aren’t included in your primary marketing strategies, you’re missing out on a golden opportunity to boost your word-of-mouth marketing inside and outside your school. Studies show that 80–90% of new student referrals come from happy parents who are satisfied by excellent student experiences. Far from being outside our control, strong word-of-mouth marketing operates predictably when managed intentionally. This session will provide you with techniques and tips on how to empower your faculty and staff to be partners in your enrollment management work.
 
Objectives
  • Understand the importance of faculty in recruitment and re-recruitment.
  • Learn meaningful ways to connect with today’s independent school parents and equip faculty with the knowledge and resources to implement them.
 
12–1:30 p.m. Lunch

SESSIONS
1:30–2:45 p.m.

Trustees must focus on the long-term viability of the school, including financial, organizational, and facilities planning; capital and other campaigns; and the array of components integral to those strategic themes. Examine why ISM has emphasized the importance of the strategic Board, and, thus, the central roles of the Committee on Trustees (COT) and the Head Support and Evaluation Committee (HSEC). Give careful thought to your Board’s structure and function, and consider the extent to which it is an action-oriented organization.
 
Objectives
  • Learn how to convert your organization into one built around a multiyear strategic plan and accompanying strategic financial plan.
  • Understand why ISM intentionally excluded the Executive Committee in our description of the strategic Board’s structure.
  • Discover the tools needed to focus on the long-term viability of your private-independent school.
 
CPE Credits: 1.5
Field of Study: Finance
Program Level: Overview
Designed for: Business Managers
Advanced Preparation: None
 
Your strategic plan and strategic financial plan must work for your school—and help guide your tuition-setting process. Get an overview of ISM’s proven and effective financial planning model to create a simple plan for setting the right tuition for your school. This exercise will help your school understand the tuition increases necessary to offer the programs that compliment your strategic plan and enhance your students’ experiences. Please bring your current operating budget to create an effective tool you can use immediately once the session concludes.
 
Objectives
  • Understand ISM’s financial planning model and how it should work with your school’s strategic plan.
  • Use your own data with ISM’s 13-line financial model spreadsheet to create a functional tool you can use at your school.
  • Discover how to share what you’ve learned with key constituencies.
 
The success of your development efforts requires the capacity to establish data-informed objectives, measure your progress, and perform as a unified team. Discover how ISM’s proprietary teaching framework and assessment tool can help you evaluate your fundraising operations as they stand today. Develop a plan to build on your office’s strengths, address challenges, and take advantage of opportunities.
 
Objectives
  • Examine how you must identify, engage, evaluate, solicit, recognize, and steward your donors and prospects to foster and sustain a philanthropic culture.
  • Explore specific office management practices critical to high-performing operations.
  • Set your priorities to create a plan of action going forward.
 
Customized learning and mastery-based graduation requirements hold great promise—and would completely change the education landscape. These would impact curriculum, teaching, learning, assessments, daily and yearly schedules, transcripts, college counseling, report cards, parent communication, etc. Literally everything we do would change. This session is intended to be a primer for those unfamiliar with the concepts of customized learning and mastery-based graduation requirements. Explore the terms used, examine how they are different from the existing paradigms, and begin to develop a plan to explore a path forward.
 
Objectives
  • Grasp the differences between traditional learning paradigms and customized learning programs.
  • Understand the impact of customized learning and mastery-based graduation requirements on students and school cultures.
 
2:45-3:15 p.m. Break

SESSIONS
3:15–4:30 p.m.

If you are thinking about a major fundraising campaign, this session is for you! No matter your school size, history, or pedagogy, your school can run a successful capital campaign with the right preparation. The planning phase is the most important part of any campaign. Assess where your school currently stands and what you need to do to reach your next campaign goal, regardless of your fundraising history.
 
Objectives
  • Discuss Board and volunteer leadership, your own position and staff, and committee structures.
  • Assess whether your school is ready to undertake a campaign now—and, if not now, when.
  • Discover the right essential elements to help your school successfully reach its campaign goals.
 
CPE Credits: 1.5
Field of Study: Finance
Program Level: Overview
Designed for: Business Managers
Advanced Preparation: None
 
Your role relies on your ability to accurately account for revenue coming in, expenses going out, and creating a plan to serve the best interests of your school and your students. But if you struggle to forecast next year’s enrollment, develop an accurate operating budget months in advance, or control spending, you’re not alone. ISM’s proven financial strategies will help you learn how to understand your school’s trend data so you can make educated financial decisions. Discover how to calculate next year’s enrollment and use the results to develop your three-tier operating budget forecast. You’ll also explore how to use a worst-case/hold/best-case scenario list to make the right choices for your school and bottom line.
 
Objectives
  • Explore how to use our proven historical data formula to create an enrollment projection for your upcoming school year.
  • Determine how you can develop a three-tier operating budget forecast.
  • Learn how to create a worst-case/hold/best-case scenario list that supports the three-tier budget.
 
LDiscover how to maximize the role of endowment to protect the financial security of your school. If you have no endowment program or one that needs expansion, learn how to grow it to a level where it will have a significant impact. This type of philanthropy does not need to be complicated. Explore a proven five-step strategy for easily beginning or improving a planned giving program. With trillions of dollars passing from one generation to the next in the near future, gift opportunities abound.
 
Objectives
  • Discover how to use simple, uncomplicated language to inspire prospects to make “tax-wise” transformational gifts to endowment.
  • Explore how to present “tax-wise” gift instruments that align with your donors’ interests.
  • Learn how to inspire your prospects to make “gifts of a lifetime” to your school.
 
Every school must be able to answer the question, “How do we assure that we have a great faculty to deliver our mission with excellence, and ultimately increase student performance, satisfaction, and enthusiasm?” Many schools use traditional teacher evaluation systems to accomplish this goal, but these methods often fail to accurately identify effectiveness in the classroom or drive professional development. Discover ISM’s new paradigm of evaluation and professional growth, and leave with a new way to enhance student performance.
 
Objectives
  • Understand why traditional teacher evaluation hasn’t worked.
  • Discover what is needed now to stay ahead in today’s competitive market.
  • Learn the fundamental principles of ISM’s Faculty Growth and Evaluation Framework.
 
4:30-6 p.m. Reception

Wednesday, October 23, 2019

9:00–10:00 a.m. One-on-One Consulting Session *Fees Apply
10:00–11:00 a.m. One-on-One Consulting Session *Fees Apply
11:00–12:00 p.m. One-on-One Consulting Session *Fees Apply

Location and Hotel Information

Location

Doubletree by Hilton San Diego Mission Valley
7450 Hazard Center Drive
San Diego, CA

How to Book Your Room

ISM's room block is open for online or call in reservations. 

Reserve Your Room

  1. Use this link to make your reservations.
  2. Call the hotel directly at 619-297-5466 and ask for the Independent School Management or ISM room block.

Note: Do NOT make any non-refundable travel arrangements until you receive a communication from ISM that the workshop is confirmed to run.

About the Hotel

The DoubleTree by Hilton San Diego - Mission Valley puts you in the center of San Diego. The Mission Valley hotel is conveniently located next to the trolley stop, which offers easy transportation to a variety of the city’s top attractions including Old Town, Little Italy, Petco Park, San Diego Convention Center, Gaslamp Quarter, and San Diego State University.

It offers some of the largest guest rooms in Mission Valley and are pet-friendly. Each room has 400 sq. ft. of contemporary space with high-quality amenities. Standard Wi-Fi is complimentary for Hilton Honors members who book direct. It also offers an indoor and outdoor pool plus a 24-hour fitness center.

  • Adjacent to the San Diego Trolley, it's a quick ride to historic Old Town and 10 minutes to downtown
  • Walk/bike path to Fashion Valley Mall, connected to Hazard Center shops and restaurants
  • Largest guest rooms in Mission Valley
  • Heated indoor/outdoor pools, 24-hour fitness center, and business center
  • Pet-friendly

Things to do in San Diego

Located in the heart of Mission Valley, this DoubleTree hotel near the University of San Diego is just steps from the San Diego Trolley. This provides easy transport to a range of attractions, including the historic Gaslamp Quarter, SDCCU Stadium (formerly known as Qualcomm Stadium) and Petco Park, home of the San Diego Padres.

Indulge in some retail therapy at the Fashion Valley Mall, a large mall in San Diego with many fine shops, and within walking distance of the hotel. Discover the world-famous San Diego Zoo, SeaWorld® San Diego, and LEGOLAND® California, or explore the museums and gardens of Balboa Park. Enjoy one of San Diego’s 94 championship golf courses, including world-famous Torrey Pines Golf Course.

Frequently Asked Questions

Are there workshops at the ISM Expo?

Get a deep understanding of a single topic, such as creating a successful major gifts program or mastering enrollment management, while still enjoying the networking opportunities and keynote session of the ISM Expo.

This year's workshops running concurrently with the ISM Expo:

How will ISM communicate workshop information with me?

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

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

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.

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.

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.

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. 

Logo of ESA

Episcopal School of Acadiana, LA

Explore Trends With Your Team

“We were fortunate to attend as a three-person team and attend most of the sessions. We plan on taking a day retreat with our Headmaster to present all that we learned. The length of each session, the variety of topics covered, and the impressive faculty made it a wonderful conference. Thank you!”

Linda Dautreuil, Director of Development

Logo of Madison Community Montessori School

Madison Community Montessori School, WI

Discover New Ways to Lead

“I appreciated the flexibility to self-select from a great variety of workshops, which covered a breadth of leadership topics. I can always count on ISM to present great information, and then follow up with templates and resources, allowing us to implement these ideas immediately in our own schools! As always, I am already looking forward to my next ISM opportunity!”

Vicki McCarthy, Head of School

Logo for Pusch Ridge Christian Academy

Pusch Ridge Christian Academy, AZ

Take Home Tangible Resources

“Thank you for putting students first and treating us as professionals. The food, breaks, treats, and social hour were over the top and we felt so valued. Thank you for the innovative ideas that are practical enough to take back and start implementing. I can't wait to return next year. Thank you for the resources and being personable enough to reach out to.”

Casey Robinson, Director of Admissions

Expo Registration

Register for the Expo online by filling out the form below. If you'd like to register for CPE credits, please give us a call at 302-656-4944.

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

Upcoming Workshops and Events

10/20/2019 — 10/22/2019

workshop

How to Build and Implement an Extraordinary Major Gifts Program

Status: OpenLocation: San Diego, CA

Register

10/20/2019 — 10/23/2019

conference

Expo

Status: ConfirmedLocation: San Diego, CA

Register

More Offerings

  • workshop10/20/2019 — 10/23/2019

    Mastering Enrollment Management

    Register
  • workshop10/20/2019 — 10/22/2019

    Financial Aid Mastery: How to Strategically Use Financial Aid to Grow Your School

    Register
  • workshop10/20/2019 — 10/23/2019

    The New Admission Director

    Register