Work with Phil to strengthen your school’s strategies in:
- Advancement Planning and Data
- Board Operations
- Fundraising
- Leadership
- Major Gifts Campaigns
- Strategic Planning and Strategic Financial Planning
In his role at ISM, Phil does the following.
- Facilitates consultations in the areas such as advancement, fundraising, and Board operations
- Leads ISM workshops and webinars in his areas of expertise
- Leads sessions and is a mentor at the Advancement Academy, an annual premier professional development conference from ISM for School Heads, Board members, and development, enrollment management, and marketing communications professionals
Learn more about Phil—
Phil joined ISM as a full-time Consultant in 2023. A nationally recognized leader in philanthropic efforts and a renowned speaker, his expertise is in fundraising and development.
Phil most recently served at Ravenscroft School in North Carolina. In over 20 years with this school, starting as the Director of Development and transitioning to the Associate Head of School for Philanthropy, he helped establish 75 new endowments equating to nearly $14M raised in outright and deferred gifts.
Phil started his career in 1987 at Washington International School in Washington, D.C.. Since that time, he has served four additional schools.
At St. Albans School in Washington, D.C., he collaborated on a $15 million capital campaign. At Norwood School in Maryland, he headed development programs that included another $15 million capital campaign. He has also served at Sandy Springs Friends School and Landon School, both in Maryland.
Phil was a founding faculty member for ISM’s Advancement Academy and has served as a planning architect, instructor, and mentor for over 12 years.
Phil has presented at more than 30 local and national conferences, such as CASE, NAIS, NCAIS, AISGW, and NCPG. He served as Chair of the 38th annual CASE-NAIS national conference, served as a member of the CASE District III Board, and is a member of the CASE Laureates.
Phil earned his bachelor’s degree in political science from the University of Richmond in Virginia. He holds Leader Certification through ISM’s International Advancement Program (IAP−L).
Recent Presentations
- Data Can Help Predict the Future: How to Unleash the Power of Data Within Your Advancement Team
- How to Create a Robust Alumni Program That Delivers ROI
- Art of the Ask: Secure Your Future
- Back to the Future: Preparing for Your Next Major Fundraising Initiative
- Setting the Board Annual Agenda, Goals, and Evaluation
- The Role of Heads and Boards in Advancement
- The Connection Between Your School’s Strategic Plan and Philanthropy
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Phil’s coaching skills are unparalleled; he intertwines content with skill development from the foundations to the nuances. I received a career’s worth of knowledge in just a few short months. Incredible!" Andrea Kelly, Former Head of School |
See Them Live
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Mission Meets Margin: Aligning Auxiliary & Business Office Operations
Date(s): 1/21/2026 ● Time: 3:00pm ET ● Status: Open
Explore a practical framework for building financial discipline, operational alignment, and long-term sustainability across auxiliary and business office functions.
$161.00
General
$0.00 For all members
Rethinking Time: Designing Schedules That Support Learning and Well-Being
Date(s): 1/26/2026 — 1/29/2026 ● Status: Open
Learn how to design a student-centered schedule that maximizes learning, supports well-being, and aligns with your school’s mission.
$1,260.00
General & Silver
$998.00 Gold
$850.00 3+ Person
AI Upskilling for Non-Technical School Leaders
Date(s): 1/27/2026 — 1/27/2026 ● Status: Open
Enhance your ability to understand, communicate about, and implement AI solutions.
$270.00
General & Silver
$215.00 Gold
$200.00 3+ Person
Five Legal Issues Every Head Needs to Consider in 2026
Date(s): 1/28/2026 ● Time: 12:00pm ET ● Status: Open
Identify key areas of legal risk and take proactive steps to protect your school, people, and mission.
$0.00
For all members & General
Universal Design for Learning: Practical Strategies to Boost Executive Skills
Date(s): 2/4/2026 ● Time: 3:00pm ET ● Status: Open
Discover practical, inclusive Universal Design for Learning (UDL) strategies that strengthen learners’ planning, organization, emotional regulation, and self-monitoring skills.
$161.00
General
$0.00 For all members
How to Create a Multi-Year Development Plan
Date(s): 2/11/2026 ● Time: 3:00pm ET ● Status: Open
Build a clear, belief-driven fundraising roadmap that helps your team set priorities, align messaging, and make effective decisions year after year.
$161.00
General
$0.00 For all members
AI Readiness Framework Dimension 1 & 2: Mission and Leadership (for Levels 1-2)
Date(s): 2/18/2026 ● Time: 12:00pm ET ● Status: Open
Clarify what AI readiness means for your school by establishing shared language, guardrails, and leadership alignment before AI use outpaces strategy.
$161.00
General
$0.00 For all members
AI Readiness Framework Dimension 1 & 2: Mission and Leadership (for Levels 3-4)
Date(s): 2/19/2026 ● Time: 12:00pm ET ● Status: Open
Move from alignment to execution by establishing clear leadership, shared ownership, and thoughtful governance to guide AI decisions across the school.
$161.00
General
$0.00 For all members
The Six Domains of Well-being: A Framework for Student Flourishing
Date(s): 2/24/2026 ● Time: 2:00pm ET ● Status: Open
Explore a research-based framework for aligning schoolwide efforts and strengthening student well-being.
$0.00
For all members & General
How School Structure and Culture Shape Student Flourishing
Date(s): 2/26/2026 — 2/26/2026 ● Status: Open
Examine how schedules, policies, and traditions shape student well-being, and identify practical ways to create a more student-centered experience.
$150.00
General & Silver
$130.00 Gold
$110.00 3+ Person
Faculty Matters: Culture, Teaching, and Well-Being for a Healthy School
Date(s): 3/3/2026 — 3/3/2026 ● Status: Open
Examine the cultural and structural factors that shape faculty well-being, and learn strategies to enhance both teaching and the student experience.
$150.00
General & Silver
$130.00 Gold
$110.00 3+ Person
Community Time Success: Creating a Program with Purpose
Date(s): 3/5/2026 — 3/5/2026 ● Status: Open
Design purposeful community-time and advisory structures that strengthen belonging, enhance school climate, and boost student well-being.
$150.00
General & Silver
$130.00 Gold
$110.00 3+ Person
Building a Leadership Giving Program Through the Annual Fund
Date(s): 3/11/2026 ● Time: 3:00pm ET ● Status: Open
Discover a practical framework for strengthening leadership participation, increasing top-tier annual gifts, and building momentum over three years.
$161.00
General
$0.00 For all members
Change Management Summit
Date(s): 3/29/2026 — 3/31/2026 ● Status: Open
Join a two-day, hands-on change management workshop grounded in the Kotter Model of Change, a proven framework for achieving sustainable, system-wide results.
$1,600.00
General & Silver
$1,400.00 Gold
$1,300.00 3+ Person
Establishing a Donor Portfolio System for Major Donor Management
Date(s): 4/15/2026 ● Time: 3:00pm ET ● Status: Open
Explore a disciplined, relationship-centered approach to managing major donors through clear portfolios, moves management, and shared leadership responsibility.
$161.00
General
$0.00 For all members
Building a Multi-Year Planned Giving Program
Date(s): 5/13/2026 ● Time: 3:00pm ET ● Status: Open
Build a sustainable, donor-centered program that integrates into everyday development work and delivers lasting results.
$161.00
General
$0.00 For all members
Using Fundraising and Development Reports to Drive Strategy and Accountability
Date(s): 6/10/2026 ● Time: 3:00pm ET ● Status: Open
Design and use the right development reports to inform leadership decisions, measure progress, and sustain multi-year fundraising success.
$161.00
General
$0.00 For all members
Early Bird
Mastering Your Role as Middle School Dean of Students
Date(s): 7/13/2026 — 7/16/2026 ● Status: Open
Explore practical ways to support your school’s mission and culture, engage faculty and staff, and enrich the student experience.
$3,495.00
General & Silver
$3,550.00 Gold
$2,910.00 3+ Person
Early Bird
Leading the Effective Lower School
Date(s): 7/13/2026 — 7/17/2026 ● Status: Open
Gain the skills and strategies to build a cohesive team, strengthen faculty culture, and lead a student-centered lower school with clarity and confidence.
$4,495.00
General & Silver
$3,995.00 Gold
$3,795.00 3+ Person
Early Bird
The Independent School Business Officer
Date(s): 7/13/2026 — 7/15/2026 ● Status: Open
Excel as a systems-minded business thinker, whether you’re new to the role, transitioning into independent schools, or looking to elevate your impact as an experienced professional.
$2,495.00
General & Silver
$2,220.00 Gold
$2,020.00 3+ Person
Early Bird
Balance Your Roles as Upper School Dean of Students
Date(s): 7/13/2026 — 7/17/2026 ● Status: Open
Gain the clarity, skills, and confidence to lead a mission-driven, student-centered upper school culture that supports adolescent growth and well-being.
$4,495.00
General & Silver
$3,995.00 Gold
$3,795.00 3+ Person
Early Bird
Teaching and Learning for Flourishing
Date(s): 7/13/2026 — 7/15/2026 ● Status: Open
Gain the tool necessary to engage faculty and administrators in redesigning teaching, learning, and assessment for human flourishing to respond to the pressures of emerging technologies, faculty and student wellbeing, and increasing academic complexity.
$3,000.00
General & Silver
$2,700.00 Gold
$2,500.00 3+ Person
Early Bird
Evolve Your Support Program for Students With Learning Differences
Date(s): 7/13/2026 — 7/15/2026 ● Status: Open
Discover how to strengthen your school’s learning support program so it truly serves every learner.
$2,495.00
General & Silver
$2,220.00 Gold
$2,020.00 3+ Person
Early Bird
Leading the Effective Middle School
Date(s): 7/13/2026 — 7/17/2026 ● Status: Open
Learn how to uphold your school’s mission and culture, engage faculty and staff, and enhance the student experience.
$4,495.00
General & Silver
$3,995.00 Gold
$3,795.00 3+ Person
Early Bird
The New Admission Director
Date(s): 7/13/2026 — 7/16/2026 ● Status: Open
Gain the skills, strategies, and best practices you need to thrive as a new or aspiring Admission and Enrollment Management Director.
$3,995.00
General & Silver
$3,550.00 Gold
$3,350.00 3+ Person
Early Bird
The New Independent School Development Officer
Date(s): 7/13/2026 — 7/16/2026 ● Status: Open
Learn practical strategies and proven tactics to thrive as a new or aspiring Development Director.
$3,995.00
General & Silver
$3,550.00 Gold
$3,350.00 3+ Person
Early Bird
Chairing Your Department: The First Five Years
Date(s): 7/13/2026 — 7/17/2026 ● Status: Open
Strengthen your leadership presence, communicate with greater clarity, manage your team with confidence, and align your department’s work with your school’s mission and long-term goals.
$4,495.00
General & Silver
$3,995.00 Gold
$3,795.00 3+ Person
Early Bird
Creating a Roadmap for Auxiliary Program Success
Date(s): 7/13/2026 — 7/15/2026 ● Status: Open
Build an auxiliary program operation that is strategically designed, financially disciplined, mission-aligned, and scalable and sustainable.
$2,495.00
General & Silver
$2,220.00 Gold
$2,020.00 3+ Person
Early Bird
Leading the Effective Upper School
Date(s): 7/13/2026 — 7/17/2026 ● Status: Open
Discover and refine your leadership style as you deepen your approach to faculty evaluation, change management, culture-building, and schedule design.
$4,495.00
General & Silver
$3,995.00 Gold
$3,795.00 3+ Person
Early Bird
Rebuild, Refine, Reinvent: Creating a Modern Advisory Program
Date(s): 7/15/2026 — 7/17/2026 ● Status: Open
Create and implement a thriving advisory program that truly supports your middle and upper school students.
$2,495.00
General & Silver
$2,220.00 Gold
$2,020.00 3+ Person
Early Bird
The Athletic Director’s Playbook for Stronger Teams & Stronger Schools
Date(s): 7/15/2026 — 7/17/2026 ● Status: Open
Acquire the tools to strengthen, manage, and elevate a mission-aligned athletic program that supports student well-being, ensures safety and inclusion, and strengthens the overall school community.
$2,495.00
General & Silver
$2,220.00 Gold
$2,020.00 3+ Person
Early Bird
Finance Without Fear: A Head’s Guide to Mission-Driven Financial Leadership
Date(s): 7/15/2026 — 7/17/2026 ● Status: Open
Build a fiscal success framework that sets your school on a strong path and enables you to speak confidently about core principles of financial responsibility and accountability.
$1,998.00
General & Silver
$1,798.00 Gold
$1,598.00 3+ Person