Building a Tuition Strategy for the 2027-2028 School Year (Veracross Webinar)
As schools begin preparing for fall board discussions, now is the time to take a strategic look at tuition planning for the 2027–2028 school year. This session will provide a high-level framework to help business office leaders and CFOs think through not just tuition pricing, but the broader strategy that supports financial stability and operational efficiency.
We’ll cover key considerations such as aligning tuition strategy with institutional goals, reducing financial risk through tools like tuition insurance, and improving cash flow and payment consistency through modern tuition management approaches.
Leading in a Complex and Turbulent Time (ISAS)
In this one-day workshop, Sheila Dubin and Ari Betof will help you bridge the gap between ordered solutions and the complex reality of school leadership. They will look at ways to stay connected to your mission, think about emergent practice, identify misalignment, and find steps to success rather than quick fixes. This interactive session will give you time to think about your challenges and how to work through them with tools you can use going forward.
Keynote: Sustainable Financial Models for Small Schools (SAIS)
Small schools don’t have the luxury of inefficiency. Every program choice, every hire, every enrollment decision reverberates across the whole institution. The margin for error is thinner, but the opportunity for clarity is greater.
Serving as a senior leader or trustee of a small independent school is deeply rewarding – and undeniably demanding. This work, best done in strong partnership between board and leadership, has become more complex in an increasingly dynamic landscape, with the headwinds of growing budget deficits, declining enrollment, compounding operational expenses, and rising expectations from families.
In this engaging and practical keynote, Sadie Albertyn of Mission & Data invites participants into a shared understanding of what true sustainability requires. Drawing on Mission & Data’s national work with independent schools from coast to coast and from big to small, this session explores how schools move from viability to stability and ultimately toward long-term financial and organizational sustainability. Along the way, we’ll examine the core concepts, key indicators, common pitfalls, and data-informed strategies that help leaders align enrollment, staffing, program design, and financial modeling into a resilient institutional engine.
Grounded in both theory and real-world practice, this session pairs clear frameworks with practical examples tailored to the unique pressures facing small schools, equipping leaders with the language, perspective, and tools needed to make disciplined, mission-aligned decisions for the long term.
Tuition Pricing & Financial Aid Sustainability
Setting tuition each year is one of the most consequential decisions independent school leaders and boards make. It sits at the intersection of mission and market, requiring schools to balance affordability, accessibility, competitiveness, and long-term financial sustainability. And the stakes are high: for most independent schools, tuition is the single largest driver of financial health.
In every school’s financial model there are small levers and big levers. Leaders spend enormous energy adjusting the small ones – managing expenses, refining staffing allocations, trimming program costs. Those matter, but tuition strategy is one of the biggest levers a school has. Getting it right, now and over time, has an outsized impact on sustainability.
In this practical breakout session, Sadie Albertyn of Mission & Data explores how schools can think more strategically about tuition pricing and financial aid in order to strengthen Net Tuition Revenue, the financial engine that powers most independent schools. We’ll examine how pricing decisions, discounting strategies, enrollment demand, and financial aid policies interact to shape overall financial and organizational sustainability.
From Plan to Practice: Operationalizing Your Strategic Plan
Join school leaders Lucy Goldstein (Episcopal High School), Jessica Keough (Westminster School), Allison Letourneau (Berkshire School), and Mission & Data’s Chief Operating Officer Jason Kern, as they discuss operationalizing their strategic plans. This session focuses on how to make a strategic plan a practical, living framework that guides yearly goals, decision-making, and accountability—rather than a document that sits on a shelf.
The session will emphasize how to translate high-level priorities into specific action steps aligned to roles, timelines, and available resources. Participants will explore how a responsibility framework can be used to assign clear Leaders and Collaborators for each strategic priority. By intentionally defining ownership and support roles, schools can ensure progress without overloading individuals or creating confusion about accountability.
Ultimately, this approach recognizes that school leaders are pulled in many directions and elevates strategic execution into the heart of the work, bringing clarity, purpose, and momentum to daily leadership. By breaking priorities into clear, manageable actions, schools operate with greater efficiency while creating space to pause, reflect, and see how small and big wins come together over time. That perspective is deeply affirming, reminding leaders that their efforts matter and that a well-run strategic plan can deliver not only results, but genuine joy and shared purpose.
From Plan to Practice: Operationalizing Your Strategic Plan Without Losing Momentum
Schools spend significant time creating strategic plans—then the urgent overtakes the strategic. This session focuses on how OES operationalized its plan through a distributed leadership framework. Learn how a cadence of beginning, mid, and end-of-year updates tied to outcomes, metrics, and action steps keeps stakeholders informed and drives real results.
How CFOs Can Help Their Schools Optimize Pricing Strategy and Net Tuition Revenue (Veracross)
At a moment when perceived value, affordability concerns, and demographic pressures are reshaping family decision making, savvy pricing strategy has never been more important. Strategic alignment across finance, enrollment, and governance not only strengthens a school’s ability to optimize net tuition revenue but also advances broader financial and organizational sustainability. Participants will explore how Business Office leaders, the Director of Enrollment Management, the Head of School, finance committees, and full board of trustees each play distinct yet interconnected roles in shaping tuition strategy, discounting, and net tuition revenue decisions. Drawing upon behavioral economics, emerging family perception data, and real-world independent school examples, the session will include both successes and pitfalls to avoid.
The Google Sheets Gameshow
Who will reign supreme in the spreadsheet showdown? Watch two contestants tackle real-world data challenges live in Google Sheets. Attendees will learn practical tips, clever formulas, and creative problem-solving approaches as they see multiple ways to solve the same task. You’ll pick up tricks you can use immediately in your own Sheets, enjoy some friendly competition, and maybe even help decide who emerges victorious! Even Excel users might learn a few tips!
App Vetting and Data Privacy Arguments
Schools rely on hundreds of digital tools—but how do you know which apps meet your privacy standards and are safe to use with students? Join this panel lead by our Data Architecture Consultant Shandor Simon to explore practical frameworks for app vetting, using Data Privacy Agreements (DPAs), and balancing innovation with compliance.
WiFi Plumber To Problem Solver: Elevating Tech’s Role In School Life (ATLIS)
Technology teams are often seen as the crew that keeps WiFi alive rather than the mission thriving. This session explores how one technology director has used everyday challenges - from navigating AI’s emergence to improving capital projects and campus scheduling - to build trust, solve institutional problems, and reposition the department as a strategic partner in school life. We’ll share an honest look at the messy, ongoing process of shifting from reactive service to proactive partnership, and how leveraging relationships - inside and outside the school - can accelerate that growth.
Strategic Foresight in School Leadership
Independent schools are operating in an era of accelerating change. AI, data governance, staffing pressures, shifting family expectations, and increased board scrutiny are reshaping decision-making across institutions. Yet many strategic planning processes remain reactive, backward-looking, and disconnected from day-to-day technology and operational decisions.
In this session, Mike Cobb draws on his work as Senior Innovation and Organizational Excellence Strategist at Mission & Data, Futurist in Residence at Landmark School and Forsyth Country Day School, and decades of leadership experience in education to introduce strategic foresight as a leadership discipline rather than a prediction exercise.
The session focuses on how schools can build internal capacity to sense change early, interpret weak signals, and make better long-range decisions, particularly around technology, governance, and institutional priorities. Rather than chasing trends, foresight helps schools remain mission-anchored while becoming more adaptive and resilient.
Unleashing the Innovation Engine: Tuning Your School for 0-60 Impact (ATLIS)
Are you tired of "innovation" being a buzzword that stalls at the pilot phase? Join Mike Cobb and Jason Kern for a session designed to help you move your school from 0 to 60 by building a high-performance system for sustained change. Drawing from our foundational work at All Saints Episcopal School, groundbreaking work at NEOM and expanded through our strategic consulting with schools across the country—we are diving in on how to build an innovation engine that doesn't just start, but continues to run well into the future.
This isn't a sit and get; it’s a tuning session for your school’s innovation efforts.
Trash In – Trash Out: Having the Most Positive Influence on the Data Culture of Your School Through the Admission and Enrollment Office
The Admission/Enrollment Office produces a strategic dataset that has a significant impact on the entire school. Admission applications, financial aid awards, and enrollment contracts are channeled through a variety of platforms. Enrolled student data flows downstream to the student information system, impacting academics and student life teams, and ends up in the Advancement Office, where family and alumni relationships are cultivated. If there is one area where technology leaders and institutional researchers can have the most positive influence on the data culture of the school, it is the Admission/Enrollment Office. Join Mission & Data as we map out the low-hanging fruit in admission data, outline actionable strategies to build a dynamite Tech - Admission/Enrollment partnership, and share best practices in our work with schools from around the country.
Trends & Opportunities: Using Data for Strategic Admission & Enrollment Management
How can we be more intentional and effective in filling our admission funnel? What tools can we utilize to understand our current and potential markets? In this session, participants will learn about current trends in independent school admission and enrollment management, best practices for admission data governance, how to use internal and external data to identify opportunities in day and boarding markets, and insights for growing collaboration with advancement/development to apply these tools by building on relationships with current and past families and students. Participants will select one area they would like to dive more deeply into during a facilitated roundtable following this session and leave the event with tangible insights and skills to bring back to their work at their school.
Standing Together: How Heads Use Structure and Communication to Strengthen the Board Partnership (NAIS Heads' Forum Webinar Series)
In a landscape marked by rapid change, political polarization, and increasing pressure on independent schools, the strength of the partnership between the head of school and board has never mattered more. For heads, navigating moments of uncertainty—both anticipated and unexpected—requires not only sound judgment but also intentional and strategic communication with the board.
Hear from Buckley's head of school and chair of its Committee on Trustees, along with our very own Anne-Marie Balzano, as they share how purposeful structures, clear processes, and just-in-time communication have helped their school navigate complex, high-stakes challenges—from public scrutiny and political pressure to market shifts shaped by wildfires, labor strikes, AI, and declining birthrates.
Designing & Implementing a Sustainable Mission-Driven Compensation System
Cliff King will be speaking at the 2026 NWAIS Business Officers Conference.
https://nwais.org/events/EventDetails.aspx?id=1996139&group=
Unleashing the Innovation Engine: Tuning Your School for 0-60 Impact
Mike Cobb and Jason Kern will be diving into how to take “innovation” from a trite buzzword into the foundation of a system which leads to immediate and continued growth.
https://stlinatl.com/schedule/
Financial Insights: Family Perceptions of Value and Affordability
Mission & Data’s Ari Betof, along with EMA’s Christina Dotchin, will be presenting on “Financial Insights: Family Perceptions of Value and Affordability” in Magnolia 10-12
https://www.nboaannualmeeting.org/annualmeeting2026/program/schedule
Successfully Navigating the Head of School Contract Renewal Process
Cliff King will be speaking at an Online Webinar on “Successfully Navigating the Head of School Contract Renewal Process” on January 15th, 2026
Best Practices for Independent School Governance
Anne-Marie Balzano speaking on the best practices for governing an independent school on August 26th via zoom.
Head of School Compensation - Opportunities and Challenges
Cliff King will be speaking on “Head of School Compensation - Opportunities and Challenges” at FCIS on June 11th.
Actionable Insights -- Family Perceptions of Value and Affordability
Ari Betof is speaking on family perceptions of value and affordability of independent schools on June 10th.
NWAIS Business Officers Conference
Mike Cobb speaking at NWAIS Business Officers Conference on April 28th, 2025
"We’re Talking About Practice?!” - Preparation for Successful Donor Meetings
Ari Betof & Jenna Davis speaking on the preparation for sucessful donor meetings on April 11th.
Data Storytelling and Dashboarding…Taking the Numb Out of Numbers
Ari Betof and Sadie Albertyn speaking on data and dashboarding on April 11th.
Program Effectiveness and Reach/Data Collection and Analysis for PD Directors of Associations
Are Betof is presenting at the National Association of Independent Schools (NAIS) Conference for Program Effectiveness and Reach/Data Collection and Analysis for PD Directors of Associations
Business Office Efficiency and Organizational Sustainability
Ari Betof will present at the NBOA conference