ISM Expo 2018

Dallas Marriott City Center • Dallas, TX
TOPIC FOCUSED
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24

OCT

22

OCT

Continuing Professional Education (CPE) Credits

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. ISM’s Sponsor ID is 140060.

Status: CONFIRMED

** See Pricing and Download Registration Form Below **

ISM has helped me grow. A lot of that growth comes from the fact that ISM presents data that is meaningful and highly accessible. It’s been great to have a trusted partner and learn how to really show the tremendous work we do in the classroom every day.

William Carroll, School Head
The Westfield School, GA

Join us at our first ever ISM Expo!

TRACKED SESSIONS | NETWORKING

How the ISM Expo Works

The Expo is a two-and-a-half-day expedition filled with best practices for private-independent school leaders. Attendees will get a broad overview of current recommendations, proven strategies, and ISM theory that they can use in their school.

Attend breakout sessions that are tailored to your position as a School Head, Trustee, Business Manager, or Advancement professional, or choose to attend courses across multiple disciplines.

Who Should Attend

The Expo is perfect for private-independent school leaders of all levels who want to learn about a variety of topics and strategies. Sessions will focus on four key topic areas:

  • Executive Issues
  • Business Office
  • Advancement
  • Leadership

Tuition Guide

Travel and accommodations not included

Individual/First Team Member
Additional Team Members
Gold Member School
Complimentary
$240
Silver Member School
$240
$360
Nonmember
$480
$480

ADD-ON: CPAs can receive CPE credits by attending designated courses for $250 in addition to their tuition.

DOWNLOAD FORM TO REGISTER

Schedule

Sunday October 21, 2018

3:00-5:00 Expo registration

Monday, October 22, 2018

7:00-8:00 Expo registration and continental breakfast
8:00-9:15
Breakout Sessions
Board & Head Business Office Advancement Leadership

Strategic Financial Planning: A Cornerstone of Your School Strategy
(1.5 CPE)
Effective Financial Asset Management
(1.5 CPE)
Crisis and Communication Planning: Where Do You Stand? Financial Aid: Creating a Mission-Appropriate Program
9:30-10:15 KEYNOTE: Price, Product, Process with ISM Consultant Amy Riley, Ed.S., IAP-L
10:15-10:30 Break
10:30-11:45
Breakout Sessions
The Importance of Being Well to Your School’s Well-Being Calculating Your Financial Stability Markers: Where Does Your School Stand?
(1.5 CPE)
Using the Portrait of the Graduate to Make Your Case for Admissions & Development How to Make Teacher Evaluation Meaningful
11:45-1:00 Visit Exhibit Hall and lunch
1:00-2:15
Breakout Sessions
Analyze the Effectiveness of Your Leadership Team Assessing and Maintaining Your Facilities to Protect Your School
(1.5 CPE)
Exploring Your School's Growth Potential Abroad Directors and Officers: Understanding Your School’s Most Critical Coverage

2:15-3:30

Expo break in Exhibit Hall
3:30-4:45
Breakout Sessions
Mission-Appropriate Tuition-Setting: Making Sure Your Price Is Right
(1.5 CPE)
How to Develop a Powerful Human Resources Department
(1.5 CPE)
Essential Data, Research, and Analysis for Comprehensive Campaigns Innovative Schedules for Innovative Schools

4:45-6:00

Reception and networking in Exhibit Hall

Tuesday, October 23, 2018

7:00-8:00 Continental breakfast
8:00-9:15
Breakout Sessions
Becoming an Action-Oriented and Strategic Board Strategic Financial Planning: A Cornerstone of Your School Strategy
(1.5 CPE)
Improve Your Word-of-Mouth Marketing With Parent Ambassadors Making Data-Driven Decisions to Support Your School
9:30-10:00 KEYNOTE: Why Am I Here? with ISM Consultant Bryan Smyth, Ph.D.
10:00-10:15 Break
10:15-11:30
Breakout Sessions
Effective Private-Independent School Faculty Compensation Structures
(1.5 CPE)
How to Build a Bridge Between the Development and Business Offices
(1.5 CPE)
Homestay Programs: Are They Sustainable? Administrators and Staff Need Professional Growth Too!
11:30-1:00 Visit Exhibit Hall and lunch
1:00-2:15
Breakout Sessions
Your Marketing Message Framework Dealing With the Difficult—Negotiation Skills for Business Officers
(1.5 CPE)
Helping Your International Students Maintain Visa Status The Importance of Being Well to Your School’s Well-Being

2:15-3:00

Expo break in Exhibit Hall
3:00-4:15
Breakout Sessions
Assess Where Your School Stands When It Comes to Risk Calculating Your Financial Stability Markers: Where Does Your School Stand?
(1.5 CPE)
Using Inbound Marketing to Capture Admission Leads Assess the Success of your Development Operations

4:15-6:00

Reception and networking in Exhibit Hall

Wednesday, October 24, 2018

7:00-9:00 Continental Breakfast
9:00-10:15
Breakout Sessions
Analyze the Effectiveness of Your Leadership Team Financial Aid: Creating a Mission-Appropriate Program Crisis and Communication Planning: Where Do You Stand? The Hiring Games: Talent Management at Your School
(1.5 CPE)
10:15-10:30 Break
10:45-11:45 KEYNOTE: Stump the Consultants with ISM Consultants
12:00 ISM Expo closes

Board and Head Sessions

Strategic Financial Planning: A Cornerstone of Your School Strategy

Your strategic plan and strategic financial plan must work for your school—and helping the Board and your Leadership Team understand the interplay of the plan and the budget isn’t as difficult as you may think. Get an overview of ISM’s proven and effective financial planning model to create a simple plan that is a valued institutional asset.

Objectives:

At the end of this session you will be able to:

  • Understand ISM’s financial planning model and how it should work with your school’s strategic plan
  • Effectively communicate the interplay between your financial plan and your school’s budget
  • Walk away with a a strategic financial plan model

CPE Credits

CPE Credits: 1.5
Field of Study: Finance
Program Level: Intermediate
Prerequisites: None
Designed for: All attendees

The Importance of Being Well to Your School’s Well-Being

A school’s success is inextricably tied to the performance of its leaders and of its faculty. Hear the results of recent ISM studies that suggest the well-being of its leaders has significant direct and indirect influences on school stability, enrollment and student performance. Unfortunately most leaders see attending to well-being as “just a thing” we do when we have time—which we rarely have. ISM challenges this practice and provides practical strategies to improve the well-being of your school’s environment at multiple organizational levels in order to create a healthy culture for students.

Objectives:

At the end of this session you will be able to:

  • Understand how the well-being of school leaders impact school stability, enrollment and student performance
  • Discover how to implement practical strategies to improve the culture at your school

Analyze the Effectiveness of Your Leadership Team

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 your their strengths and expertise.

Objectives:

At the end of this session you will be able to:

  • Determine a mission-appropriate Leadership Team structure
  • Understand how to best utilize the strengths of your Leadership team

Mission-Appropriate Tuition-Setting: Making Sure Your Price Is Right

The tuition-setting process can be one of the most challenging tasks you face each year. It’s also one of the most important, as it dictates the budget you will have for executing your strategic plan. Learn how your value proposition, your market position, and price elasticity study findings should impact your tuition. The session will also cover the nuts and bolts of the process, including timelines, building consensus with key stakeholders, and communicating your school’s tuition focus.

Objectives:

At the end of this session you will be able to:

  • Consider the price elasticity study findings and your value proposition as part of your school’s tuition-setting process
  • Identify if your school uses a price, product, or process value proposition
  • Determine the hard income coverage ratio target for your school
  • Build timelines, work with stakeholders, and communicate new tuition rates positively

CPE Credits

CPE Credits: 1.5
Field of Study: Economics—Technical
Program Level: Intermediate
Prerequisites: None
Designed for: Heads of School, Business Officers, Trustees

Becoming an Action-Oriented and Strategic Board

Trustees must focus on the long-term viability of your 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:

At the end of this session you will be able to:

  • Learn how to convert your organization into one built around a multi-year strategic plan and accompanying strategic financial plan
  • Understand why 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

Effective Private-Independent School Faculty Compensation Structures

Getting and keeping great teachers is fundamental to create a high-performing and mission-appropriate school. Compensation is becoming more competitive and old structures have failed. Learn how to effectively understand the differences between generations, three different compensation structures and which fits your mission, and how to conduct faculty evaluations that are legally compliant and effective.

Objectives:

At the end of this session you will be able to:

  • Understand faculty trends and the differences between millennials, baby boomers, and more
  • Help your team navigate the complexities different generations face as they work together
  • Share three types of compensations structures and their pros and cons with your team
  • Understand the broadbanding model of compensation

CPE Credits

CPE Credits: 1.5
Field of Study: Personnel/Human Resources
Program Level: Overview
Prerequisites: None
Designed for: Heads of School, Business Officers

Your Marketing Message Framework

Once your school has identified your primary marketplace stance and established internal clarity about your distinguishing characteristics, ISM recommends your school develop or refine a suite of Purpose and Outcome Statements. This is comprised of your school’s mission, your Portrait of the Graduate statement, and your Characteristics of Professional Excellence for faculty. Each statement in the suite is used to clearly differentiate the school from its competition.

Objectives:

At the end of this session you will be able to:

  • Understand how Purpose and Outcome Statements serve as a call to a common purpose for all school employees
  • Learn how to use these tools as a set of steering documents that underwrite all programmatic decision-making /li>
  • Use your school's Statements as a primary message framework that creates consistency in your word-of-mouth marketing

Assess Where Your School Stands When It Comes to Risk

Your school must manage risk by identifying exposures from past experiences, activity patterns, and current trends, and then learn how to prevent or mitigate these losses. Use ISM’s self-assessment tool to understand where you currently stand in terms of risk and learn tools and techniques to immediately help you improve in those areas. Also examine new exposures that schools face today, including cyber security, active shooter, and use of drones.

Objectives:

At the end of this session you will be able to:

  • Discover the areas where your school is most liable today
  • Learn tools and techniques to immediately help you improve your areas of exposure

Business Office Sessions

Effective Financial Asset Management

A key function of the Business Office is to ensure that your school's financial assets are safe and secure, including cash and equivalents, endowment funds, and receivables. How can you maintain security while still putting your assets to work for you? Review the need for comprehensive treasury management and investment policies while learning how to develop or improve yours.

Objectives:

At the end of this session you will be able to:

  • Apply comprehensive treasury management to your business office operations
  • Customize provided sample investment policies, asset allocation options, collection policies, and collection letters for your school’s needs

CPE Credits

CPE Credits: 1.5
Field of Study: Finance
Program Level: Overview
Prerequisites: None
Designed for: Business Officers

Calculating Your Financial Stability Markers: Where Does Your School Stand?

ISM’s Stability Markers strongly correlate with a private-independent school’s ability to sustain excellence over time. Learn what the Markers are, why they are important, how to calculate them using your school’s data, and what your results indicate. Knowing this data will help you determine your school’s strategic market position and guide your leadership team when implementing mission-appropriate initiatives and strategic planning.

Objectives:

At the end of this session you will be able to:

  • Identify the ISM Stability Markers
  • Calculate the markers using your own data
  • Understand what the results indicate about your school’s viability
  • Take away and continue to use the provided financial Stability Market model

What to Bring

  • Recent Audit/Financial Statement with Balance Sheet
  • Current and Past Operating Budget
  • Cash Reserve Level
  • Debt Level
  • Technology Level
  • Technology and Professional Development Budgets
  • Capital/Plant Reserve Budget

CPE Credits

CPE Credits: 1.5
Field of Study: Finance—Technical
Program Level: Overview
Prerequisites: None
Designed for: All attendees

Assessing and Maintaining Your Facilities to Protect Your School

Your facilities should support your school’s mission, be conducive to student learning, and reflect your high standards. Examine your current strategies with a fresh perspective, including building compliance, deferred maintenance, facility audits, campus appraisals, and proper maintenance scheduling. Discuss simple, creative ways to report your capital and plant reserve budget to your Board and learn how fully funding depreciation can be your strategic friend.

Objectives:

At the end of this session you will be able to:

  • Use the provided one-page Capital Budget/Spend Report Format Facilities Committee and Board and a one-page Capital Project Status Update Form for your Facilities Committee
  • Determine how fully funding depreciation can help your school strategically
  • Start a PPRRSM or Plant Fund Reserve and how to preserve it

CPE Credits

CPE Credits: 1.5
Field of Study: Management Services
Program Level: Overview
Prerequisites: None
Designed for: Business Officers

How to Develop a Powerful Human Resources Department

Learn how your school’s HR team should strategically hire and retain employees that align with your mission and vision. Attendees will cover recruiting, interviewing, and hiring; onboarding; policies and procedures; employee salaries and benefits; performance evaluation; professional development; termination; and much more. Leave with a better understanding of the HR process from start to finish and how to strategically operate to strengthen your school.

Objectives:

At the end of this session you will be able to:

  • Use a better understanding of the HR process from start to finish to inform your school’s practices
  • Recruit and retain the best employees
  • Use strategy to manage your HR department

CPE Credits

CPE Credits: 1.5
Field of Study: Personnel/Human Resources
Program Level: Overview
Prerequisites: None
Designed for: All attendees

How to Build a Bridge Between the Development and Business Offices

Creating and sustaining an effective working relationship between the Business Office and Development Office is crucial to not only delivering the mission of your school, but reporting accurate donor financials. Learn how to forge a mutually supportive working relationship by understanding ISM’s Donor Cycle and Comprehensive Development Model. Understand how schools successfully undertake “joint asks” and how this impacts both Development and Business Offices financial results.

Objectives:

At the end of this session you will be able to:

  • Build the bridge between the business office and the development office for a collegial working relationship using the ISM Donor Cycle and the Comprehensive Development Model
  • Work with the Development office to communicate accurate donor financials
  • Understand the latest trends in giving

CPE Credits

CPE Credits: 1.5
Field of Study: Finance
Program Level: Overview
Prerequisites: None
Designed for: Business Officers and Development Officers

Dealing With the Difficult—Negotiation Skills for Business Officers

Learn how to effectively communicate in tough conversations with parents, faculty, and vendors. Discover principles you need to negotiate great agreements that will help you meet your goals and leave all parties involved satisfied. Work through various scenarios where you can use conflict-reflection skills to benefit you and your school.

Objectives:

At the end of this session you will be able to:

  • Use a simple step-by-step process to resolve conflict
  • Understand a 100-day collection process
  • Use your new conflict-resolution skills
  • Effectively communicate when it comes to managing delinquent accounts, tuition increases, financial shortcomings or the firing of a staff or faculty member due to misconduct
  • Develop thorough RFPs and negotiate vendor agreements
  • Use your new negotiating skills for employee contracts, collecting from parents who leave the school, and employee benefits plans with brokers and providers

CPE Credits

CPE Credits: 1.5
Field of Study: Personal Development
Program Level: Overview
Prerequisites: None
Designed for: All attendees

Financial Aid: Creating a Mission-Appropriate Program

Your financial aid program should help your school achieve various goals—attract and retain mission-appropriate families, support your school’s hard-income bottom line, and help your school become a long-term fixture in your community. Learn how to create a financial aid program that is an important asset in delivering upon your school’s mission and sustaining viability. Use key metrics to analyze your financial aid program effectiveness and develop key recommendations and questions for further discussion with your school Leadership Team.

Objectives:

At the end of this session you will be able to:

  • Use the provided financial aid policy outline to guide the process for your school
  • Develop key recommendations and questions for further discussion with your Leadership Team
  • Employ key metrics to analyze financial aid program effectiveness and trends/li>

Advancement Sessions

Crisis and Communication Planning: Where Do You Stand?

The operative word in crisis and communication planning is “plan.” The middle of a crisis is not when you want to figure out how your school should respond. A well-thought-out and rehearsed plan can help save many lives should the unthinkable occur. Most, if not all, schools have some form of crisis plan in place. Review the core components that your crisis plan must have, and the critical crisis communication piece of that plan.

Objectives:

At the end of this session you will be able to:

  • Understand the three stages of a crisis: Prevention, Response, Recovery
  • Creating prevention, response (ERP) and recovery goals and plans
  • Create your internal and external communication plan

The Untold Story: Using the Portrait of the Graduate to Make Your Case for Admissions & Development

Your school’s mission answers the question, “Why does our school exist?” But families and donors want to know, “What values will our children learn by attending your school that will make them unique and primed for success in today’s competitive world?”

By developing and leveraging the Portrait of the Graduate for your school’s recruitment, re-recruitment, and development efforts, you will bring your school’s product and value proposition to life in easily understood terms. The Portrait of the Graduate is a brief list comprising short descriptors of your “product”—the student you expect to develop over the years that he or she is a member of your school community. Gain the tools you need to create your school’s Portrait of the Graduate and also explore ways to utilize it for building the Case for Support in all areas of advancement.

Objectives:

At the end of this session you will be able to:

  • Understand what a Portrait of the Graduate is
  • Discover why it’s a valuable tool for both admissions and fundraising
  • Learn how to create Portrait of the Graduate for your school

Exploring Your School's Growth Potential Abroad

Many schools are offered lucrative opportunities to open a campus abroad. Learn how to judge the legitimacy of these offers, mitigate risk, and evaluate whether each is an appropriate growth venture for your school. Topics include how to vet potential partners, consider program management, and assess the sustainability of adding such a program.

Objectives:

At the end of this session you will be able to:

  • Decide whether this is an appropriate growth venture for your school
  • Understand how to vet potential partners
  • Assess leaders in the industry and the successful programs they've established

Essential Data, Research, and Analysis for Comprehensive Campaigns

If you find your annual fund is suffering because you are conducting a capital campaign, a comprehensive campaign may be the answer. While any size school can create a successful comprehensive campaign, doing so effectively requires a level of experience on the part of your development professionals and a laser focus on data and metrics. Using a case study as a guide, identify challenges, opportunities, and next steps for your own campaign readiness.

Objectives:

At the end of this session you will be able to:

  • Understand how a comprehensive campaign can expand your school's fundraising capacity
  • Be able to determine your development office's assets and liabilities when it comes to supporting a successful campaign
  • Sense what it takes to motivate professional and volunteer leaders to ensure success

Improve Your Word-of-Mouth Marketing With Parent Ambassadors

Parents ambassadors can do far more than just give admission tours at your open house. Discover critical strategies to leverage this group of loyal and vocal cheerleaders. See examples from schools large and small that work no matter how much (or how little) time you have to devote to your parent ambassador program and learn how to properly train your parents to spread a consistent and on-brand message on behalf of your school. Don’t ignore this powerful marketing opportunity!

Objectives:

At the end of this session you will be able to:

  • Understand the benefits of a Parent Ambassador program
  • Take home ideas for parent ambassador roles, committees, and training
  • Use tips for maximizing your ambassadors’ impact and minimizing your workload

Homestay Programs: Are They Sustainable?

Homestay programs began as a way to offer the full experience during a cultural stay, However, the stipends and fees often charged through homestay programs today have made this option much more complicated. Investigate different manners that your school can house international students, including learning about resources for recruiting new host families, boarding school methods that your school could model, and common pitfalls to avoid.

Objectives:

At the end of this session you will be able to:

  • Be knowledgeable about resources for recruiting new host families
  • Understand how to model specific aspects of boarding schools
  • Identify common pitfalls

Helping Your International Students Maintain Visa Status

The Student Visitor and Exchange Program (SEVP) expects certified schools to offer services to support their international student population as well as provide education to help students maintain their Visa status. Discover how your school can meet these expectations and appropriate program resources that your school needs to support and track reporting for your international students.

Objectives:

At the end of this session you will be able to:

  • Understand SEVP expectations and school assigned responsibilities
  • Discover how to strategically staff for your international program and what training is available
  • Use new SEVP/SEVIS resources available

Using Inbound Marketing to Capture Admission Leads

Standing out in the “virtual” crowd is becoming more difficult as consumers are overloaded with in-your-face marketing tactics and spam. How do you create content that not only attracts mission-appropriate families, but also converts them into qualified leads? Examine the components needed to launch or boost your school’s inbound marketing strategy and gain ideas you can implement immediately to improve website traffic and inquiries. Topics covered will include content creation, blogs, SEO, email automation, and landing pages.

Objectives:

At the end of this session you will be able to:

  • Learn the differences between inbound and outbound marketing
  • Understand the content and tools needed to create a rich inbound marketing strategy
  • Gain ideas you can implement to improve website traffic and inquiries

Leadership Sessions

How to Make Teacher Evaluation Meaningful

Every school must be able to answer this question, “How do we assure that we have a great faculty to deliver the 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 path to enhance student performance.

Objectives:

At the end of this session you will be able to:

  • Understand why traditional teacher evaluation hasn’t work as expected
  • Discover what is needed now to stay ahead in today’s competitive market
  • Learn how to implement and use ISM’s Faculty Growth and Evaluation Framework

Directors and Officers: Understanding Your School’s Most Critical Coverage

Damages sought under D&O can range anywhere from a nuisance claim to one seeking millions of dollars in compensation. Some even request punitive damages if the action in question is considered egregious enough. Your school’s D&O policy must include a broad scope of coverages and protect the school from the cost of legal defense. Examine the key elements of a best-in-class D&O policy and examine techniques to reduce your school’s exposure.

Objectives:

At the end of this session you will be able to:

  • Understand how your D&O policy should respond to claims of employment practices and educational practices
  • Employ risk management techniques that can help reduce the chances of using your policy
  • Identify exclusions to watch for

Innovative Schedules for Innovative Schools

A school’s schedule is the strategic framework upon which your mission is delivered. If you want to deliver an innovative program, the student experience must evolve. That may include changing what and how your school teaches and structures its days and years. Discover innovative schedule designs that will inspire you to pursue new possibilities to make your school stand out while delivering the best possible educational experience for your students.

Objectives:

At the end of this session you will be able to:

  • Understand what scheduling techniques match your school's mission
  • Learn best next steps for considering a new schedule at your school

Making Data-Driven Decisions to Support Your School

Many decisions in private-independent schools are often based on anecdotes, the vocal minority, gut instinct, or past events. These can be costly to schools and, in this era of increasing competition, could threaten long-term sustainability and cause mission-drift. Learn how to tackle the process involved in preparing your school to become one that systematically collects data to make informed strategic decisions, while honoring your school’s unique mission.

Objectives:

At the end of this session you will be able to:

  • Understand the importance of data collection
  • Learn the types of data schools collect and for what purposes
  • Identify the steps involved in building a culture of data

Administrators and Staff Need Professional Growth Too!

A healthy, growth-focused school culture is often the primary predictor of student performance, satisfaction, and enthusiasm. The latest ISM research has shown the strong correlation between the support and well-being of school leaders on faculty culture. Learn how to evaluate and develop School Heads, senior managers, and non-teaching staff in a way that is mission-driven, growth-focused, student-centered, predictable and supportive, and aligned with your school’s strategic plan and operational objectives.

Objectives:

At the end of this session you will be able to:

  • Understand how every employee impacts the student experience
  • Find out how well-being and leadership characteristics impact the culture
  • Take home ISM’s new XEL evaluation instruments that provide a comprehensive growth-focused approach to evaluating the School Head, administrators, and staff

Assess the Success of Your Development Operations

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 operations as they stand today. Learn how you can develop a plan to build on strengths, address challenges, and take advantage of opportunities.

Objectives:

At the end of this session you will be able to:

  • Examine how you identify, engage, evaluate, solicit, recognize, and steward your donors and prospects to foster and sustain a philanthropic culture
  • Determine how well you know and attend to your donors
  • Examine specific office management practices critical to high-performing operations
  • Set your priorities to begin to create a plan of action going forward

The Hiring Games: Talent Management at Your School

Just as your school cultivates potential in your students, learn how to recognize the strategic importance of empowering your faculty and staff to achieve the best value. Discover how to adopt a talent management approach to recruiting and retaining human assets, including investing in your A players, developing your B players, and acting decisively on your C players. Also understand how to build approaches, such as surveys and banding, that give your employees context to shape their levels of performance, as well as compensation systems that reward contributions tied to your mission.

Objectives:

At the end of this session you will be able to:

  • Learn the difference between talent management and traditional human resources
  • Understand faculty banding; a compensation system based on contributions to your mission
  • Determine how to design a talent management system to propel your school forward

Meet the ISM Expo Faculty

Barbara Beachley Barbara Beachley
Director of Advisory Services
ISM Consultant
bbeachley@isminc.com
Jerry Chambers Jerry Chambers, BCP-E
ISM Consultant
Chief Financial Officer at The First Academy
jerry@isminc.com
Ted Fluck Ted Fluck
Director of Sales and Business Development
tfluck@isminc.com
Roxanne Higgins Roxanne S. Higgins
ISM President
Senior Consultant

Karen Illig Karen Illig, BCP-E
ISM Consultant
Vice President of Finance and Support Services and Chief Financial Officer at Pine Crest School
karen.illig@isminc.com
Martin Kelly Martin Kelly
President, ISM Insurance Inc.
martin@isminc.com
Clint Losch Clint Losch
ISM Regional Director
clint@isminc.com
Terry Moore Terry L. Moore, BCP-E
ISM Consultant
Head of Finance, Operations, and Advancement at St. Mary's School
tmoore@isminc.com
Madeleine Ortman Madeleine Ortman, IAP-L
Academic Dean of the International Advancement Certification Program (IACP)
ISM Consultant
madeleine@isminc.com
Amy Riley Amy Riley, Ed.S. IAP-L
ISM Consultant
ariley@isminc.com
Penny Rogers Penny Rogers, IAP-L
ISM Consultant
penny@isminc.com
Paula Schwartz Paula Schwartz, Ed.D, IAP-L
Advancement Academy Convener
ISM Consultant and Director of ISM Fundraising Group
pschwartz@isminc.com
Bryan Smyth Bryan Smyth, Ph.D.
Director of Research
ISM Consultant
bsmyth@isminc.com
Jacqui Yamada Jacqui Yamada
ISM Consultant
jacqui@isminc.com

Workshop Location
Dallas Marriott City Center
650 North Pearl Street
Dallas, TX 75201
(214) 979-9000

Hotel Location
Dallas Marriott City Center
650 North Pearl Street
Dallas, TX 75201
(214) 979-9000

Group hotel reservation rate of $209 is available until October 1, 2018. Subject to availability. Please wait until the workshop status is 'confirmed' before making your travel and hotel arrangements.

Dallas Delivers.

It's an action-packed city with lots to see and do! The Dallas Marriott City Center is located in the heart of the downtown Arts District, the largest urban arts district in the US. Attractions include the Dallas Museum of Art, the Nasher Sculpture Center, Winspear Opera House, Wyly Theatre, and Klyde Warren Park.

There are a number of restaurants and nightspots nearby. You can hop the Pearl/Arts District DART light rail around the corner from the hotel to the Downtown District, where you will fine the Perot Museum, the “Eye” Sculpture, and the Neiman Marcus Flagship Store.

Click here to learn more about what’s up in Dallas.

Getting There

By plane and shuttle: Dallas is serviced by two airports. Most major airlines fly into Dallas/Fort Worth International Airport (DFW), 19 miles from the hotel. Dallas Love Field (DAL) is Southwest's home airport and 6.3 miles from the hotel. Delta, Alaskan, and Virgin America also fly into Love Field.

SuperShuttle services both airports. Visit supershuttle.com and use the code SFUN2 to get the ISM discounted rate. You can access both Lyft and Uber throughout the city of Dallas.

By car: Click here for directions to the hotel.

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
tomi@isminc.com

You will receive all communication—including your confirmation email—from these emails.

What does my registration fee include?

All workshop materials, breakfasts and lunch 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?

October temperatures average from the high-50s to the upper 80s. Weather varies a lot —and it can be in the 70s. 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. For current weather conditions, we recommend checking weather.com.

Where can I work out?

The Dallas Marriott City Center on-site Fitness Center features:

  • Cardiovascular Equipment
  • Free weights
  • Life Cycles with televisions
  • Treadmills

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 breaks built into the day, and you'll be free after 6 p.m. each day.

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.

When is the Expo over?

The Expo will adjourn at 12 p.m. on Wednesday following the final session.

ISM Expo 2018 Sponsorship Opportunities

Your key to ISM resources and services

Let us help you gain exposure with prime decision-makers in private-independent schools. The ISM Expo will bring together over 200 private-independent school Board members, Heads, Business Officers, Advancement professionals, and leaders.

Choose from any of our sponsorship opportunities to stand out from the crowd and elevate your visibility with important clients and prospects. Use this opportunity to engage in deep conversations and build relationships that can last for years to come.

View our 2018 Exhibitor and Sponsorship Opportunities

Learn more

We'd be happy to help you find the right sponsorship opportunity for you. Please contact Kelly Donahue, Associations Manager, at 302-656-4944 x 158 or kelly@isminc.com

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