Leading Educational Excellence

Finance Institute 2017

Finance Institute
Sheraton Sand Key Resort, Clearwater Beach
Friday, July 28, 2017

9:00AM - 3:00PM

We're all schools, but what business are you in?

Learn how to evaluate your school's financial model in the context of your local market and your competitive position within it.

This unique seminar is designed for Heads of School, Senior Administrators, and Chief Financial Officers to build and cultivate practices, policies and procedures that will strengthen the organization’s effectiveness in the area of finance. Through presentation, sharing of best practices, and social interaction, you will gain practical tactics to apply immediately; policies, procedures, and techniques to implement at your school; and a network of like-minded peers to call upon throughout your career. Participants are asked to bring some of their school's financial data, which they will analyze during the workshop. They will be given the opportunity to ask questions and to learn their competitive position in their local market.

Nat Conard, Headmaster

Olaf Weckesser, Chief Financial Officer and Director of Operations
Pingry School, Basking Ridge, NJ

Click here for more information.

Who Should Attend?
Heads of School, Senior Administrators, and Chief Financial Officers
Consider sharing this experience as a team.

In accordance with the standards of the National Registry of CPE sponsors, CPE credits will be granted based on a 50-minute hour. In order to be awarded the full credit hours, you must be present, registering your attendance and departure on the attendance sheets at the registration desk for each session.

Feedback from last year's participants: What did you find most valuable?
• Practical and useful information that can be used immediately
• I appreciated resources shared – helps to take back and spark ideas/inspiration.
• Sessions were helpful, informative, and entertaining.
Discussions about moving school to next leve

Sheraton Sand Key Resort is located at: 1160 Gulf Boulevard, Clearwater Beach, FL 33767

$199 (Members) | $249 (Non-Members)(includes workshop, pastries and coffee, and lunch)

Please note: If you register for both the Finance Institute and the Fundraising Institute, there is a reduced registration cost of $350 for Members and
$450 for Non-Members.

Hotel Room: $169 (plus applicable taxes)
Participants are expected to make their own hotel reservations. Registration fee does not include the price of the guest room. To make a reservation, click here to go to the hotel's website: Sheraton Sand Key Resort. By phone, call (727) 595-1611 and mention the reservation code FG23AA for the FCIS group rate.
Once the room block is sold out, there may not be rooms available at this group rate.

Registration and Hotel Deadline:
Monday, July 3, 2017
To receive the FCIS group rate at the resort, reservations must be made on or before this date.

Cancellation & Refunds: All hotel cancellations must be made directly through the hotel and in accordance with hotel policy. Workshop refund requests must be made in writing and emailed to kdanger@fcis.org. There is a $50 processing fee through June 19, 2017, with no refunds after this date.

View Complaint Resolution Policy

For any questions or more information regarding refund, complaint and program cancellation policies, please contact Alison Carlson in the FCIS office at 813-287-2820 or acarlson@fcis.org.



FCIS 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.

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