LEADERSHIP ACADEMY
Opal Grand Resort & Spa, Delray Beach
July 27 - August 1, 2023
New Heads' Institute
New Heads' Institute
July 27 - 29, 2023
July 27 - 29, 2023
This informative, dynamic program will prepare you for a successful transition as a new Head of School and build your network of peer support.
Who Should Attend?
Heads new to the headship, new to the state, or within the first three years of an FCIS headship
Topics include:
Heads new to the headship, new to the state, or within the first three years of an FCIS headship
Topics include:
|
• Demographics and Uniqueness of FCIS Schools
• FCIS Accreditation • FHSAA / Florida Legislature • Governance • Financial Sustainability |
|
• School Culture and Experiences of a New Head
• Legal Issues / HR • Fundraising • Marketing • Enrollment Management |
|---|
In addition to the workshops, there will be time for informal discussions and shared experiences.
On Saturday, July 29, the full-day workshop will focus on fundraising: major giving, essential components of successful fundraising, building a culture of philanthropy, why leadership matters, hiring, attracting and retaining development professionals, and more.
Dr. Peter J. Gallo, Director of Development at The Landon School in Bethesda, MD, will lead this workshop.
Consider sharing this experience with your Advancement/Development Officers, your CFO and your Board Chair.
Bring this team to the Saturday workshop for an additional $295 (Member) / $395 (Non-Member) per person. If interested, register your team members using a separate form available here.
Consider sharing this experience with your Advancement/Development Officers, your CFO and your Board Chair.
Bring this team to the Saturday workshop for an additional $295 (Member) / $395 (Non-Member) per person. If interested, register your team members using a separate form available here.
Feedback from past participants: What did you find most valuable?
"Each session was valuable. As someone coming from a different state, this conference was relevant, applicable, tremendously helpful. One of the best I’ve ever attended."
"I really appreciated the practical advice and wisdom shared. I felt a real sense of belonging to something greater than just day-to-day."
"Great networking opportunity. I really appreciate connecting with peers."
"The chance to connect with other new Heads. Gain insight into the value of FCIS."
Registration: $795 (Members) | $895 (Non-Members)
Registration Deadline: June 26, 2023
Questions? Please contact Nicole Robison at nrobison@fcis.org.
Registration Deadline: June 26, 2023
Questions? Please contact Nicole Robison at nrobison@fcis.org.
REGISTER HERE
PLEASE NOTE:
If you click on the Register Here button above and do not see the registration form, try a different browser.
(Safari, Chrome, Firefox, etc.)
Finance Institute
Finance Institute
Demystifying Independent School Finance
July 28, 2023 | 9:00AM - 3:30PM
Demystifying Independent School Finance
July 28, 2023 | 9:00AM - 3:30PM
PRESENTER
Palmer Ball
Palmer Ball Consulting, LLC
Palmer Ball Consulting, LLC
Who should attend?
Heads of School, Chief Financial Officers, Prospective Heads, and Senior Administrators
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.
Meet the Speaker
Palmer formed Palmer Ball Consulting, LLC (www.palmerballconsulting.com), in January, 2016, as she embarked on a new career as a consultant specializing in project work for independent school financial operations. In addition to her consulting work, during Winter / Spring, 2016, along with NBOA, she was an adjunct faculty member of the independent school finance graduate class at the Klingenstein Institute at Columbia University in New York City. In 2017, she became the part time Executive Director of the Palmetto Association of Independent Schools, representing many of the top independent schools in SC. Before starting her consulting career, Palmer served as Business Manager at Spartanburg Day School (Spartanburg, SC) for 21 years, from 1995 to 2016. Prior to that, she was Vice President for Business and Finance at Converse College, her alma mater, for four years, following three years in the College’s Development Office. Before joining Converse, she was in the tax department at Price Waterhouse for two years.
Palmer was the recipient of NBOA’s prestigious Ken White Award in 2015, served two terms on the NBOA Board of Directors, and was elected to the Association of Business Officers of Independent Schools (ABOIS) in 2008. She served on the faculty of the NBOA Business Officer Institute (BOI) multiple times. She has presented NBOA’s long range financial model via deep dives, online classes, webinars, and presentations at a number of national and regional conferences, as well as presentations on data management and long range financial tools and data trustees and heads should have in preparation for strategic plan or accreditation visits, etc.
Feedback from past participants: What did you find most valuable?
"The spreadsheet templates are very helpful. Palmer had great benchmark data sheets to give to the board..."
"Can't pick one thing. Entire presentation and advice will help me in my role. "
"Presenter expertise and sharing spreadsheet templates ."
"...the financial planning tools."
Registration: $295 (Members) | $395 (Non-Members)
Register for both the Finance Institute and the Fundraising Institute for a reduced rate:
$520 (Members) | $720 (Non-Members)*
* Bundled option is available per registrant and
cannot be divided between two registrants.
Register for both the Finance Institute and the Fundraising Institute for a reduced rate:
$520 (Members) | $720 (Non-Members)*
* Bundled option is available per registrant and
cannot be divided between two registrants.
CLICK BELOW TO REGISTER FOR FINANCE INSTITUTE ONLY OR FOR BOTH FINANCE AND FUNDRAISING INSTITUTES.
REGISTER HERE
PLEASE NOTE: If you click on the Register Here button below and do not see the registration form, try a different browser. (Safari, Chrome, Firefox, etc.)
REGISTER HERE
PLEASE NOTE: If you click on the Register Here button below and do not see the registration form, try a different browser. (Safari, Chrome, Firefox, etc.)
Registration Deadline: June 26, 2023
View Complaint Resolution Policy
For any questions or more information regarding refund, complaint and program cancellation policies, please contact Nicole Robison in the FCIS office at 813-287-2820 or nrobison@fcis.org.
For any questions or more information regarding refund, complaint and program cancellation policies, please contact Nicole Robison in the FCIS office at 813-287-2820 or nrobison@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.Fundraising Institute
Fundraising Institute
Advancement at Independent Schools
July 29, 2023 | 8:30AM - 3:00PM
Advancement at Independent Schools
July 29, 2023 | 8:30AM - 3:00PM
This unique workshop is designed for new development directors, heads of school and trustees to develop practices, policies and procedures that will strengthen the organization's fundraising effectiveness. This workshop is critical to properly train your board, volunteers and staff to be confident, effective fundraisers. Through presentation and sharing of best practices, you will gain practical tactics to apply immediately; policies, procedures and techniques to implement at your school; and a network of like-minded peers you can call upon throughout your career.
Who Should Attend?
Heads, Trustees, Directors of Advancement/Development, and Chief Financial Officers
Consider sharing this experience as a team!
Who Should Attend?
Heads, Trustees, Directors of Advancement/Development, and Chief Financial Officers
Consider sharing this experience as a team!
PRESENTER
Peter Gallo, Ph.D.
Director of Development
The Landon School
TOPICS
Governance
COVID-19 and Innovation
Relationship Between the Development Office and Business Office
Annual Giving
Major Giving
Capital Campaigns
Endowment
Inspiring a Culture of Philanthropy
COVID-19 and Innovation
Relationship Between the Development Office and Business Office
Annual Giving
Major Giving
Capital Campaigns
Endowment
Inspiring a Culture of Philanthropy
Meet the Speaker
Peter served Lynn University from 1993-2002 in the capacity of Director of Graduate School Admission and Associate Director for Development. After completing his service to Lynn University, Peter assumed the position of Director of External Relations at The Forman School in Litchfield Connecticut. Peter held that position from 2002-2004. Peter joined Saint Andrew’s School in 2004 as Director of External Relations and Associate Headmaster for Development. Collectively, Peter has secured over $100 million dollars in operating, capital, and endowed programs to support the advancement of education. Peter is currently the Director of Development at the Landon School in Bethesda, Maryland.
Peter has been recognized by both the Council for the Advancement and Support of Education (CASE), and the National Association of Independent Schools (NAIS) for his service in the field of both higher and K-12 independent school education. Peter served as the CASE/NAIS 2014 conference chair. In addition, Peter actively serves the Florida Council for Independent schools (FCIS) as a frequent presenter and accreditation evaluator. Peter served on the Educational Advisory Board at Lynn University and the Board of Directors of the Greater Boca Raton Chamber of Commerce. Peter holds a Bachelor of Arts in Psychology, a Masters in International Management, and a Doctor of Philosophy in Leadership and Education. Peter and his wife Meredith have two sons, Lucas and Bryce.
Feedback from past participants:
What did you find most valuable?
"I appreciated 'walking thru the process' - start to finish and differentiating between the three levels of fundraising. I also enjoyed hearing personal experiences from both Peter and Nick."
"It was a good overview for one of my new team members and led to broader discussions about our work once the institute was over."
"The knowledge of the presenter."
"The practical examples and relevant information."
Registration: $295 (Members) | $395 (Non-Members)
Register for both the Finance Institute and the Fundraising Institute for a reduced rate:
$520 (Members) | $720 (Non-Members)*
* Bundled option is available per registrant and cannot be divided between two registrants.
Register for both the Finance Institute and the Fundraising Institute for a reduced rate:
$520 (Members) | $720 (Non-Members)*
* Bundled option is available per registrant and cannot be divided between two registrants.
CLICK BELOW TO REGISTER FOR FUNDRAISING INSTITUTE ONLY OR FOR BOTH FINANCE AND FUNDRAISING INSTITUTES.
REGISTER HERE
PLEASE NOTE: If you click on the Register Here button below and do not see the registration form, try a different browser. (Safari, Chrome, Firefox, etc.)
REGISTER HERE
PLEASE NOTE: If you click on the Register Here button below and do not see the registration form, try a different browser. (Safari, Chrome, Firefox, etc.)
Registration Deadline: June 26, 2023
View Complaint Resolution Policy
For any questions or more information regarding refund, complaint and program cancellation policies, please contact Nicole Robison in the FCIS office at 813-287-2820 or nrobison@fcis.org.
View Complaint Resolution Policy
For any questions or more information regarding refund, complaint and program cancellation policies, please contact Nicole Robison in the FCIS office at 813-287-2820 or nrobison@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.Aspiring Administrators' Institute
Aspiring Administrators' Institute
July 30 - 31, 2023
July 30 - 31, 2023
Who should attend? Teachers interested in transitioning into administrative positions
Key Take-Aways:
• Important questions to pose when considering a transition to administration
• An understanding of what academic leadership is and what to expect as an academic leader
• An opportunity to consider your own motivations, strengths, and challenges
• A network of talented, like-minded peers from other independent schools in Florida
• Ideas for next steps
• Electronic folder of resources
SUNDAY PANELISTS
“Are you sure you want to do this?”
(Just kidding, sort of)
(Just kidding, sort of)
Claudine Cieutat
Lower School Principal,
Canterbury School of Florida
Lower School Principal,
Canterbury School of Florida
Jennifer Geimer
Middle & Upper School Director,
The Cushman School
Chuck Maddox
Head of Middle School,
Carrollwood Day School
Head of Middle School,
Carrollwood Day School
MONDAY PRESENTER
What to Expect in the Transition from Classroom to Administration
Barbara Beachley
Consultant & Director of Organizational Learning and Development
Independent School Management (ISM)
Meet the Speaker
Barbara joined ISM in 2011 after working in the field of education since 1996. Her areas of expertise include employee development and culture, organizational systems, academic leadership, faculty evaluation, student-centered and brain-based pedagogies, mission identity, survey design, and data analysis.
Barbara is a Consultant and Executive Director of Organizational Learning and Development. In this role she:
● consults, writes for Ideas & Perspectives, co-authors books, and conducts webinars in her areas of expertise
● facilitates workshops such as ISM’s Engaging Students in Any Length Period, Faculty Growth and Evaluation, and Transformative Academic Leadership
● provides one-on-one leadership coaching to academic administrators
● facilitates Board and school leadership retreats
● conducts school survey data presentations for school constituencies
● presents at national and regional association conferences
● coordinates growth, leadership development, and DEI programs for ISM employees
Prior to her tenure at ISM, Barbara served as an adult literacy teacher at Boston University, MA; an upper school modern language teacher at the MacDuffie School, MA; and a language teacher and lead advisor at Collegiate School, VA. She also served as Academic Dean at Cape Henry Collegiate School, VA, where she oversaw curriculum and professional growth in grades PreK−12.
While enrolled at Shady Side Academy in Pittsburgh, she attended a year of high school in France through School Year Abroad. She later lived in Spain and Brazil.
Barbara holds a bachelor’s degree in French and Spanish from Trinity College, CT; a master’s degree in applied linguistics from Boston University, MA; a master’s degree in educational administration from Harvard University, MA; and a master’s degree in independent school leadership from the Klingenstein Center at Teachers College, Columbia University, NY.
Her personal professional mission statement: For all beings to cherish their lives and be seen, heard, and valued.
Feedback from last year's participants:
What did you find most valuable?
"The presenters were authentic, full of wonderful tips and ideas, and utilized the time wisely. I came away from this inspired and with many ideas that I will implement right away."
"Panel & participant discussion and Q & A, peer collaboration, Barbara’s workshop exercises and reflections, Barbara’s handout for our reflection and follow up, Simon Sinek’s 'Why?' factor when leading."
"Creating my "why" and using this to direct my decision making as a leader."
"The personal experiences of the presenters, the tips they shared, and the small group size were most valuable. The activities were great and now we have those as take-aways that we can use in our own situations. Everyone was so friendly, personable, relatable, and kind with offering advice, sharing opinions, and talking about the pros and cons of administration."
What did you find most valuable?
"The presenters were authentic, full of wonderful tips and ideas, and utilized the time wisely. I came away from this inspired and with many ideas that I will implement right away."
"Panel & participant discussion and Q & A, peer collaboration, Barbara’s workshop exercises and reflections, Barbara’s handout for our reflection and follow up, Simon Sinek’s 'Why?' factor when leading."
"Creating my "why" and using this to direct my decision making as a leader."
"The personal experiences of the presenters, the tips they shared, and the small group size were most valuable. The activities were great and now we have those as take-aways that we can use in our own situations. Everyone was so friendly, personable, relatable, and kind with offering advice, sharing opinions, and talking about the pros and cons of administration."
Aspiring Administrators Registration: $590 (Members) | $690 (Non-Members)
Registration Deadline: June 26, 2023
REGISTER HERE
PLEASE NOTE:
If you click on a Register Here button above and do not see the registration form, try a different browser.
(Safari, Chrome, Firefox, etc.)
Registration Deadline: June 26, 2023
REGISTER HERE
PLEASE NOTE:
If you click on a Register Here button above and do not see the registration form, try a different browser.
(Safari, Chrome, Firefox, etc.)
New & Nearly New Administrators' Institute
New & Nearly New Administrators' Institute
July 30 - August 1, 2023
July 30 - August 1, 2023
PRESENTERS
Barbara Beachley
Consultant & Director of Organizational Learning and Development
Independent School Management (ISM)
Meet the Speaker
Barbara joined ISM in 2011 after working in the field of education since 1996. Her areas of expertise include employee development and culture, organizational systems, academic leadership, faculty evaluation, student-centered and brain-based pedagogies, mission identity, survey design, and data analysis.
Barbara is a Consultant and Executive Director of Organizational Learning and Development. In this role she:
● consults, writes for Ideas & Perspectives, co-authors books, and conducts webinars in her areas of expertise
● facilitates workshops such as ISM’s Engaging Students in Any Length Period, Faculty Growth and Evaluation, and Transformative Academic Leadership
● provides one-on-one leadership coaching to academic administrators
● facilitates Board and school leadership retreats
● conducts school survey data presentations for school constituencies
● presents at national and regional association conferences
● coordinates growth, leadership development, and DEI programs for ISM employees
Prior to her tenure at ISM, Barbara served as an adult literacy teacher at Boston University, MA; an upper school modern language teacher at the MacDuffie School, MA; and a language teacher and lead advisor at Collegiate School, VA. She also served as Academic Dean at Cape Henry Collegiate School, VA, where she oversaw curriculum and professional growth in grades PreK−12.
While enrolled at Shady Side Academy in Pittsburgh, she attended a year of high school in France through School Year Abroad. She later lived in Spain and Brazil.
Barbara holds a bachelor’s degree in French and Spanish from Trinity College, CT; a master’s degree in applied linguistics from Boston University, MA; a master’s degree in educational administration from Harvard University, MA; and a master’s degree in independent school leadership from the Klingenstein Center at Teachers College, Columbia University, NY.
Her personal professional mission statement: For all beings to cherish their lives and be seen, heard, and valued.
Scott Barron
Chief Reinvention Officer
Chief Reinvention Officer
School Growth
MEET THE SPEAKER
Scott Barron is an educator, entrepreneur, and author who is recognized as a leading voice advocating for and encouraging educators in their calling and in their faith. He serves as the Chief Reinvention Officer of School Growth LLC (schoolgrowth.com) and the Executive Director of Educators Fellowship (edfellowship.org). Scott earned his M.Ed from Johns Hopkins University, along with a B.A. in Religion and a B.S. in Computer Science from Mars Hill University. He serves on the National Advisory Council for the Johns Hopkins University School of Education, and recently published the acclaimed book, Love’em and Lead’em: Encouragement and Inspiration for Educators. Scott's combination of experience as a school head, business leader, EdTech advisor, college instructor, author, speaker, and executive coach gives him a unique perspective and valuable wisdom that is utilized by organizations around the world.
Who should attend? Administrators new or nearly new to their administrative position
New & Nearly New Administrators Registration: $775 (Members) | $875 (Non-Members)
Registration Deadline: June 26, 2023
REGISTER HERE
PLEASE NOTE:
If you click on a Register Here button above and do not see the registration form, try a different browser.
(Safari, Chrome, Firefox, etc.)
Administrators' Institute
Administrators' Institute
July 30 - August 1, 2023
PRESENTERS
Dr. Ted Fish
Leadership, Development, and Culture Consultant
Fish Leadership
MEET THE SPEAKER
Dr. Ted Fish has been immersed in the practice of leadership since he founded an elementary and middle school at the age of 25 in Santa Fe, NM. He now guides leaders at universities, startups, multinational corporations, k-12 schools and non-profits across North America, Europe and the Middle East. What distinguishes his work is a seamless integration between strategy, culture and leadership – helping organizations achieve the highest results because of how they lead, support their people, and aspire to excellence.
In k-12 education, Dr. Fish consults widely with independent, public and charter schools. For ten years, he served as the Executive Director of the Gardner Carney Leadership Institute (gcLi), a role from which he mentored hundreds of leaders across North America. Under his guidance, the gcLi became a premiere source of professional development for independent school educators, running national Symposia with Teachers College, Columbia University, and the Graduate School of Education at the University of Pennsylvania. He currently works with Heads, Leadership Teams, and Senior leaders at dozens of schools across the nation and collaborates with regional associations to provide high impact cohort-based trainings.
Dr. Fish is equally involved in higher education and the veterinary industry. He works with leaders and clinicians in private practice and academia throughout the United States and Canada and guides comprehensive initiatives at multiple universities. He has worked with more than 50 clinics in the private sector, helping owners to gain market share and improve financial results, all while building cultures that support quality of life and community. For three years, he served as CEO of Canada’s largest equine clinic, located in Calgary, CAN, initiating a cycle of unprecedented prosperity.
Additionally, in the private sector, Dr. Fish works with a range of executives, from founders of startups to CEO’s and Division Heads of multinational companies.
Ted holds a Doctorate in the Department of Organizational Leadership from Teachers College, Columbia University, an Executive MBA from the University of New Mexico and has completed additional coursework at Harvard Business School. In addition to leadership and cultural change, his research interests include resilience, community wellness, and the excellence of teams. Dr. Fish regularly presents at national events.
Scott Barron
Chief Reinvention Officer
Chief Reinvention Officer
School Growth
MEET THE SPEAKER
Scott Barron is an educator, entrepreneur, and author who is recognized as a leading voice advocating for and encouraging educators in their calling and in their faith. He serves as the Chief Reinvention Officer of School Growth LLC (schoolgrowth.com) and the Executive Director of Educators Fellowship (edfellowship.org). Scott earned his M.Ed from Johns Hopkins University, along with a B.A. in Religion and a B.S. in Computer Science from Mars Hill University. He serves on the National Advisory Council for the Johns Hopkins University School of Education, and recently published the acclaimed book, Love’em and Lead’em: Encouragement and Inspiration for Educators. Scott's combination of experience as a school head, business leader, EdTech advisor, college instructor, author, speaker, and executive coach gives him a unique perspective and valuable wisdom that is utilized by organizations around the world.
Bring your administrative teams!
Who should attend? Heads, Assistant Heads, Division Heads, Academic Deans, Deans of Faculty, Deans of Students, and Department Chairs
Feedback from past participants:
What did you find most valuable?
"I loved many of the topics Simon discussed during his presentation. His method of silent reflecting was very powerful. He made me rethink many of the things I do as an educator, colleague, and administrator. I also enjoyed being put into groups with people from various schools. This allowed the opportunity to network with educators from different schools."
"Time of fellowship and conversation."
"Dedicated time to bond with and work together with my team was priceless."
"Connecting with other administrators and gaining new insights into professional development for teachers."
"Time with colleagues to discuss thoughts and ideas presented during the sessions."
"Collaborating with other school leaders and sharing best practices."
"Being able to think about things at a high level. Being able to spend time with my administrative team to gear up for the year. Connecting with peers from other schools."
Registration: $775 (Members) | $875 (Non-Members)
Registration Deadline: June 26, 2023
REGISTER HERE
PLEASE NOTE: If you click on a Register Here button above and do not see the registration form, try a different browser. (Safari, Chrome, Firefox, etc.)
Opal Grand Resort is located at:
10 N. Ocean Blvd, Delray Beach, FL 33483
Hotel Room: $185 (plus $20 resort fee and 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 online, use this link: FCIS July 2023. By phone, call (866) 240-6316, and mention that you are part of the FCIS Institute Meetings, July 2023.
Once the room block is sold out, there may not be rooms available at this rate.
Registration and Hotel Deadline: June 26, 2023
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 per person processing fee through June 19, 2023, with no refunds after this date.
Questions? Contact Nicole Robison at nrobison@fcis.org or call the FCIS Office at 813-287-2820.
