Finance Institute 2018

Finance Institute
Delray Beach Marriott, Delray Beach
Friday, July 27, 2018

9:00AM - 3:00PM


Marc Levinson,
Principal, Independent School Solutions;
Former Executive Director, MISBO

Dr. Ryan Kelly,
Head of School,
Carrollwood Day School

Click here for more information.


Introduction: Finance 101 / Tuition Pricing

Business Model Innovation: What this means for independent schools

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?

Learning from what works at other schools

Some of the metrics and program analysis models give us new lenses through which to understand our financial health today and into the future.

Everything that was taught is extremely relevant and helpful for my job. Thank you. Thank you. Thank you!

Schedule and Session Descriptions

8:30-9:00 | CR-Salon 1
Pastries and Coffee

9:00-11:30 | CR-Salon 1
Part 1:
Introduction: Finance 101 / Tuition Pricing

This workshop will provide an overview of some basic information about school finance, operations, and budgeting. We will discuss the role of the Head of School, the role of the Business Officer, and how they need to work together in a strategic partnership for the school’s success. Additionally, we will explore the concept of Net Tuition Discounting. We know that tuition and compensation are truly the only two levers to change to have a meaningful impact on an independent school’s long-term sustainability.

Presenter: Marc Levinson, Principal, Independent School Solutions; Former Executive Director, MISBO

11:30-12:30 | CR-Salon 2

12:30-3:00 | CR-Salon 1

Part 2: Business Model Innovation: What this means for independent schools

Many argue that the business model for independent schools is no longer valid and is certainly not sustainable. Most school leaders do not think about the ‘business model’ for their schools. They may look at ‘financial models’ – mostly spreadsheets that look out a number of years, and allow for sensitivity analysis on a number of factors. During 2017 MISBO ( teamed with IDEO ( and 12 cohort schools ( to experiment and imagine innovative and sustainable business models that may allow independent schools to provide accessible, high-quality education in a sustainable manner. This project began with building a foundation for the participating schools to understand the concept of a the business model for their schools, and then the possibilities of innovation of their business models.

This workshop will guide attendees through some foundational information about business models and then design-thinking exercises to consider new sustainable business models. The primary objective of this workshop will be to provide participants with a deeper understanding of the concept of business model innovation. This will be accomplished through a number of interactive group exercises.

Presenters: Marc Levinson, Principal, Independent School Solutions; Former Executive Director, MISBO; and Dr. Ryan Kelly, Head of School, Carrollwood Day School

3:00 Departure

Delray Beach Marriott is located at: 10 North Ocean Blvd., Delray Beach, FL 33483

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

Register for both the Finance Institute and the Fundraising Institute for a reduced cost:
$350 (Members) |
$450 (Non-Members)
* Please note: The bundled option is available to one registrant only and cannot be divided between two registrants.

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: Delray Beach Marriott Reservations. (Please note: You will see FCIS New Heads at the top of the page. This is the correct link for the Finance Institute.) By phone, call (877) 433-4729 and identify yourself as part FCIS for the group rate.
Once the room block is sold out, there may not be rooms available at this rate.

Registration and Hotel Deadline: June 26, 2018
To receive the FCIS group rate at the resort, reservations must be made on or before this date.

Self-Parking: $7
Valet Parking: $18

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 There is a $50 per person processing fee through June 19, 2018, 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

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:


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