>Finance Institute

Finance Institute
Demystifying Independent School Finance
Opal Grand Resort, Delray Beach
Friday, July 23, 2021

9:00AM - 3:30PM


Palmer Ball
Palmer Ball Consulting, LLC

Click here for more information.

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.


Feedback from last year's participants:
What did you find most valuable?

"Valuable insight to finance operations and great access to innovative thinking"
"Different ideas and operating structures that other schools use"
"Loved the business modeling exercise"

"I enjoyed the challenge to think outside of the box."


Registration: $249 (Members) | $349 (Non-Members)

Register for both the Finance Institute and the Fundraising Institute for a reduced rate:
$450 (Members) | $650  (Non-Members)
* Please note: The bundled option is available to one registrant only and cannot be divided between two registrants.


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.)

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.

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.

Opal Grand Resort is located at: 10 N Ocean Blvd, Delray Beach, FL 33483

Hotel Room: $169 (plus 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, click here to go to the hotel's website: Opal Grand Resort Reservations. By phone, call 877-433-5729 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 21, 2021
To receive the FCIS group rate at the resort, reservations must be made on or before this date.

Self-parking:  $12  |  Valet parking: $23

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 14, 2021, with no refunds after this date.

Please contact Alison Carlson at acarlson@fcis.org.



Acknowledgement of Risk and Safety Procedures: Participation in FCIS’ in-person events signifies an attendee’s acknowledgement of the highly contagious nature of COVID-19 and voluntary assumption of the risk of exposure or infection by attending the in-person event. Attendees agree to comply with all COVID-related procedures, including distancing and masking, that may be implemented by FCIS, in accordance with CDC, state, local, and hotel requirements and recommendations.