Location: San Antonio, TX ●
Certification Credits: 10 IACP
Discover how you, as Board President, can keep your school viable and sustainable through the good times and bad. This weekend workshop will help you survive now and thrive in the years to come by providing strategies, insight, and guidance specifically for private-school Trustees.
The decisions that a Board makes today will be felt immediately and years from now. As Board President, you understand this, and you’re always looking for the best ways to keep your school viable and sustainable through the good times and the bad.
This weekend workshop will help you survive now and thrive in the years to come by giving you access to leadership, assessment, and planning strategies developed through ISM’s work with Boards at hundreds of private-independent schools.
- Develop a clear set of guidelines for leading your Board, both in terms of long-range Board-building and in terms of the routine of running effective Board meetings.
- Establish a framework for making your committee structure more rational and effective.
- Create an approach to evaluating and supporting your School Head.
- Design new formats for conducting strategic planning and strategic financial planning on a regular cycle with your Board members and senior administration.
Who Should Attend:
New and veteran Board Presidents, Chairs of the Committee on Trustees, and other key Board-committee leaders should attend. This workshop is also ideal for Head/Board teams.
Terry L. Moore, BCP-E
ISM 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.
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.
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.
Terry earned a BS degree from East Carolina University, Greenville, NC, and has done graduate work at Regis University, Denver, CO.
Schedule to be announced
Hyatt Regency San Antonio
123 Losoya Street
San Antonio, TX 78205
A group hotel reservation rate of $189 is available until October 5, 2020. Subject to availability. Please wait until the workshop status is 'confirmed' before making your travel and hotel arrangements.
Make your hotel reservations by calling 210-222-1234 and letting then know you are with ISM or Independent School Management Summer Institute
The closest airport is San Antonio International (SAT).
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 e-mail 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?
Meeting rooms tend to be on the chilly side, so 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.
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.
Event Confirmation and Cancellation Policy
We take the health and safety of our school leaders seriously.
In an abundance of caution and to protect the health of all participants, ISM will hold its 2020 Summer Institute and Advancement Academy as distance learning events.
Should ISM cancel an event, we ensure a 100% money-back guarantee for all registrants—so you can buy with confidence. You can feel free to direct any questions to email@example.com.
Confirmation and Cancellation Policy
Tuition Payment and Cancellation Policy for ISM’s Professional Development Events
Tuition must be paid in full 10 business days prior to the start date of the event. 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 firstname.lastname@example.org, faxing to 302-656-0647, or mailing to: Event Experience Manager, 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.
- Cancellations received less than 15 business days prior to the start date of the program will not be refunded.
- 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
If a member of your team can no longer attend a workshop for which they have registered and it is past the cancellation window, your school has two options to avoid penalty. Schools may also exercise these options at any time for cancellations.
- The school may substitute another employee.
- 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 Event Experience Manager at 302-656-4944 x152.
*We DO NOT accept enrollments from consultants.
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.
Upcoming Workshops and Events
7/27/2020 — 7/30/2020
Virtual Advancement Summit General Pass
7/27/2020 — 7/30/2020
Virtual Advancement Summit Mentor and Action Plan (MAP) Pass