Pre-Conference ISM Workshop


Workshop Facilitator: Terry L. Moore, BCP-E, Executive Consultant, ISM

SESSION I: Strategic Financial Planning

One of the most critical functions for Board and leadership teams is the creation and utilization of a Strategic Plan.  In this session, we will explore the two types of Strategic Planning and help you choose the best model for your school.  Further, we will teach the basic sustainability variables that must be considered by every independent school when creating their Strategic Plan.  Moreover, the strategic plan is never complete without a financial plan, and tuition impact estimates.  We will also fully explore tuition setting policies so that your Strategic Plan can be fully implemented.  Make sure to bring your computer, as Mr. Moore will walk us through how to create a basic financial planning model using Excel, which you will be able to take back to your school.
Please note: A computer is highly recommended for full participation in this session.

Who should attend?
Heads, Board Members, CFO’s,
and anyone interested in learning about independent school strategic planning

SESSION II: Financial Aid – Understanding Need

Effective Financial Aid Programs begin with a school understanding what financial aid is––and what it is not.  In this fast-paced workshop we will begin by defining NEED at your school.  This will involve consideration of Financial Aid Policies, Awarding Strategies, and Need Assessment Protocols necessary for effective program management.  The goal of this workshop is to demystify need, and to provide effective strategies so that you can be confident in your financial aid decisions. 

Who should attend?
Heads, CFO’s, Admission Directors, Board Members,
and anyone interested in understanding the complex world of Financial Aid

Click here for more information.

Workshop Facilitator

Terry L. Moore, BCP-E
Executive Consultant, ISM

 Terry Moore has been with ISM since 2002. He recently completed a two and a-half year assignment at St. Mary’s School, Aliso Viejo,
CA. He served as the Head of Finance, Operations, and Advancement. During that assignment, he continued to consult
with ISM.

He consults with schools in the areas of:
• Strategic planning/strategic financial planning
• Strategic Performance Analysis (full-school assessment)
• Effective school operations
• Fundraising
• Faculty evaluation and compensation
• Financial aid

He has served more than 200 schools onsite since 2002, many multiple times. He also:
• Leads the annual ISM Business and Operations Academy, which he founded
• Writes for ISM’s publications, including Ideas & Perspectives
• Created the ISM FAST program (ISM’s cutting-edge financial aid tool)
• Speaks at various conferences including NBOA, NYSAIS, CAIS, FISBO, and AISNE
• Leads ISM Workshops and webinars

  - Leading the Effective Business Office
  - Attracting, Evaluating, Rewarding & Developing Faculty in the 21st Century
  - Financial Aid—Affordability and Accessibility

Terry has over 30 years of experience in both the profit and not-for-profit sectors. His professional background includes expertise in all financial matters of independent schools. Further, he specializes in many aspects of operations, safety and security, marketing, and fundraising. Because of the specialized niche of independent schools, he enjoys helping schools explore their mission statement articulation.

Terry’s professional experience includes work at two independent schools. In addition to St. Mary’s School, Terry was also at Trinity Academy of Raleigh, NC where he was a founder and served on the Board of Directors for six years, after which he was asked to become the Director of Administrative Services. Additionally, Terry has served on the Board of several non-profits and the Vestry of two Episcopal Churches. He earned a B.S. from East Carolina University, and has done graduate work in finance at Regis University. He has earned the Executive designation through ISM’s Business Certification Program. In his spare time he is an accomplished organist.



Stability and Strategic Planning – Charting Your School’s Course
Using ISM’s self-scoring instrument, this workshop will lead participants through the creation of a Strategic Financial Plan. Participants will need to bring financial information to the workshop.


Financial Aid 
This workshop will help participants overhaul their financial aid program from top to bottom. We will explore financial aid policies and awarding practices.


Workshop Cost: $225 (Members) | $325 (Non-Members)

Bundle the Pre-Conference ISM Workshop, Session I, with the Business Officers' Pre-Conference Workshop: $325 (Members) | $425 (Non-Members)
* The bundled option can be used for ONE participant only.

If you plan to attend the Convention, you need to register for one or both Pre-Conference Workshops as part of the Convention registration. Click here to go to Convention registration.

Registration Deadline: October 4, 2019

To register for one or both of the Pre-Conference Workshops ONLY, click here:

Register Here

Registration Form

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.

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: