From Enrollment to Engagement: Onboarding Your New Families

Retaining families is “enrollment critical.” It’s never too early to start re-recruiting your new parents and students with a transition to your school community that is positive and mission-centered. As families juggle the demands of daily life, school leaders must be increasingly creative and thoughtful in providing new families with the information and connections necessary to establish a strong, productive partnership with the school based on shared values.

Creating an Employee Benefits Package to Attract & Retain Talent

Employee benefits — along with a winning school culture — are a key component of attracting and retaining faculty and staff, ensuring long-term institutional success. Schools must balance financial sustainability with competitive offerings by designing benefits packages that meet employee needs while controlling costs. Schools must also pay attention to those factors that contribute to faculty and staff stress.

Maximizing Success: Small Development Shop Series, Part 1 of 4

Running a small development office in a private-independent school comes with unique challenges and opportunities. With limited staff and resources, advancement professionals must be strategic, efficient, and mission-driven to maximize fundraising success.

This webinar will explore key strategies for prioritizing tasks, leveraging volunteers, engaging donors, and building a sustainable fundraising program — while wearing multiple hats. You’ll gain practical insights to help you streamline operations and increase impact.

The Essential Partnership Between the Admission and Business Offices

In private-independent schools, upwards of 70% of the operating budget comes from tuition revenue. It is therefore critical that the admission and business offices work cooperatively to achieve their school’s enrollment and financial goals. Critical collaborative functions include setting tuition and budgets, establishing a financial aid strategy, and ensuring student retention.

Join ISM Consultants Terry Moore and Penny Abrahams as they share their expert advice for strengthening this key partnership to position schools for sustained success.

Five Things Heads Need to Know about Building Mission-Aligned Athletic Programs

Many private-independent schools struggle to define the role of athletics within their educational missions, particularly as youth sports become increasingly professionalized. While athletic participation offers undeniable benefits — instilling discipline, teamwork, and resilience — sports may dominate resources, promotional messaging, and student life in ways that may not align with schools’ broader institutional goals. Join our panel as they discuss strategies for ensuring athletic programs support, rather than overshadow, a school’s mission.

Self-Funded Insurance 101: Taking Control of Risks and Costs

By adopting a self-funded insurance model for your employee benefits, K–12 private-independent schools can achieve significant cost savings, gain greater control over risk management, and tailor their coverage to meet specific needs. However, successful implementation requires careful planning, including adherence to regulatory requirements, securing adequate financial reserves, and following best practices to ensure compliance and long-term stability.

Choosing the Right Employee Benefit Plan: Traditional or Self-Funded?

Choosing the right employee benefit plan depends on factors like company size, risk tolerance, and financial stability. However, your chosen plan impacts your school’s budget and ability to attract and retain faculty and staff.

In this webinar, ISM Employee Benefits Account Managers Antoinette Goodman and Liz Schaeffer will break down the key differences between and implementation processes of fully insured, level-funded, and self-insured employee benefits plans.

From Day One to Year One: Ensuring New Leaders Thrive

Successful school leadership transitions require a well-prepared community and a clear integration plan. Without this, new leaders face preventable challenges that put them at a disadvantage from day one.

Join Chris Massaro, Partner, The Source Advisory, and Keith Evans, President of Westminster Schools in GA, as they discuss how private-independent school senior leaders and boards can ensure smooth transitions through clear communication, structured support, and community engagement. Learn how your team can play a crucial role in setting new leaders up for long-term success.