Critical Perspectives on Institutional Sustainability of Independent Schools

VIRTUAL Critical Perspectives on
Institutional Sustainability of Independent Schools

October 7, 2020


William Kummel
Principal, Rational Partners

Click here for more information.


John Gulla
Executive Director, EE Ford Foundation

Click here for more information.


Adam Greene is in his 4th year as Head of School at Episcopal School of Jacksonville, a PK-12 with 1300 students, including dual PK-6 campuses — 250 student St Mark’s (merged July 2020, founded 1970) and the 135 student Beaches (merged July 2021, founded 1952) — as well as a 900 student 6-12 main campus (founded in 1966).  Previously, he was Dean of Spiritual Life at Episcopal High School in Houston, TX proceeded by 20 years in investment banking and finance.  Adam received a B.A. from Vanderbilt University and a M.Div. from Yale University.

Kevin Plummer is in his 13th year as Head of School at Tampa Preparatory School, a 6-12 school with 700 students (founded 1974). Previously, he was Head of the middle school of Chestnut Hill Academy in Philadelphia, PA.  He serves as Vice President of FCIS as well as Chair of the Tampa Downtown Partnership and a Director of Moffitt Hospital.  Kevin received a  B.A. from Colby College and a M.A. from Columbia University.

Mike Sligh is in his 23rd year as Head of School at Lakeland Christian School, his alma mater, a PK-12 school with 1100 students (founded 1954).  He is a former Principal, Assistant Principal, Athletic Director, instructor in social studies and bible as well as a Basketball Coach.  Mike received a B.A. and M.A. from University of Florida, a M.Ed. from University of South Florida, and a Ed.D. From Nova Southeastern.


Who should attend?
Heads of School, Board Chairs and Treasurers (current and/or incoming), and CFOs
We hope that you will attend as a team and that each team will include at least two participants, one of whom is a (non-employee) Board member. Financial sustainability is a critical aspect of school governance.

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: $99 (Members) | $150 (Non-Members)
Register 2 people, and add a 3rd person for FREE!

Registration Deadline: September 30, 2020

Cancellation & Refunds: Workshop refund requests must be made in writing and emailed to There is a $50 per person processing fee through September 23, 2020, with no refunds after this date.

Please contact Alison Carlson at

PLEASE NOTE: If you click on the Register Here menu below and do not see the registration form, try a different browser.
(Safari, Chrome, Firefox, etc.)

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

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.

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: