St. Andrew Sseven Secrets of the Savvy School Leader

Thursday, November 19

Heads and Trustees

Session One- 9:45-10:45

St. Andrew’sSeven Secrets of The Savvy School Leader

A & BRobert Evans, Ed.D., Clinical and Organizational Psychologist, Executive Director, The Human Relations Service, Wellesley, MA

Is leadership a set of skills to learn and apply, or a set of commitments to proclaim and model? Machiavelli and the Myers-Briggs, or Lincoln and Ghandi? Many school leaders try to do the best of both; it's a heavy burden. Drawing on his forthcoming book, Rob Evans will outline seven essentials of successful leadership that simplify the challenges, make the job more doable, and promote a better balance between work and life.

Session Two – 11:00-12:00

St. Andrew’sThe Case Against Strategic Planning

A & BRob Evans, Ed. D., Clinical and Organizational Psychologist, Executive Director, Human Relations Service, Wellesley, MA

For twenty years standard strategic planning has been a hallmark of good governance in corporate and non-profit America. But it was never as relevant to schools as many experts imagined and it is even less so in a world of accelerating change. Rob Evans will offer a provocative look at some sacred cows of governance and propose a simpler, nimbler approach that is truly strategic.

-OR-

Suite 2712009 FCIS Health Benefits Survey Results Presentation

William P. Myers, Chairman and CEO, Compass Consulting Group, Inc.

You are invited to a comprehensive review of the local and nationalresults of the survey you submittedearlier this year. You will hear specific plan design information and what other area employers are doing to control the rising costs of health care.In addition, you will receive your school’s specific benchmarking report. This session will be most helpful to the 50 FCIS schools who participated in the Mid-Market Survey of Health Benefits, but all are welcome.

Note: All sessions are open to all FCIS participants.

Thursday, November 19

Heads and Trustees

Session Three – 2:00-3:00

St. Andrew’sDifficult, Courageous, and Fierce Conversations

A & BPatrick F. Bassett, President, NAIS, Washington, D. C.

This presentation will analyze conversation dynamics, why tough conversations tend to go badly, and what to do to make them go better. Based on his conflation of themes from three books (Difficult Conversations by Doug Stone, Bruce Patton and Sheila Heen; Courageous Conversations by Glen E. Singleton and Curtis Linton; and Fierce Conversations by Susan Scott), Pat Bassett will illustrate the real issues at hand and invite the group to identify the typical difficult conversations in schools, particularly around race and staff performance.

Suite 267FCIS Medical Program Participants

Ron Gray, Senior Field Advisor, ISM and Jeff Steele, Consultant, Compass

Consulting Group, Inc.

If you school is already enrolled in the FCIS Medical Program, please come to discuss the status and help us prepare for upcoming negotiations.

Session Four- 3:10-4:00

St. Andrew’sNAIS Update

A & BPatrick F. Bassett, President, NAIS, Washington, D. C.

What is the current condition of the industry? What are your concerns? Find answers to questions on any and all topics.

-OR-

Suite 271Chairing an Evaluation Visit: New Standards and Procedures

Barbara Hodges, Head, Holy Comforter Episcopal School

Karen Mathews, Associate Director for Accreditation, FCIS

This session is designed for current and former FCIS/FKC Board Members who serve as Chairs of FCIS/FKC visiting teams. Topics will include a review of the Revised 2009 FCIS Standards, procedures for the five year review visit and the role of the Evaluation Academy Co-Chair as well as website documents for accreditation.

Note: All sessions are open to all FCIS participants.

Thursday, November 19

Administrators/Division Head/Department Chairs

Session One – 9:45-10:45

Royal Dublin ACreating a “Mindful” Learning Environment: An Administrator’s Guide to Influencing the Adolescent Brain

F. James Dragna, Ph. D., Licensed Psychologist

This presentation addresses the shaping of intentional learning environments in light of current research concerning the physiology and psychology of the developing adolescent mind. More specific discussion describes the reliance of adolescent cognitive development on effective intrapersonal and inter-personal communication within challenging academic settings. Personal, social, and academic decision-making considers practical and abstract consequences. The program focuses on the middle school-high school-college continuum in encouraging a progression of successful learning outcomes. The presenter interweaves cross-cultural stories with psychological theories to more clearly illustrate the unique transformational capacities of the adolescent mind. Participants will learn: a) to identify the significant factors necessary for creating and sustaining an academic environment that supports adolescent brain development, b) to recognize inter-personal communication factors that encourages adolescent cognitive maturing, and c) to understand the physiological and psychological components of successful adolescent decision-making.

Session Two – 11:00-12:00

Royal Dublin AThe Pros and Cons of Overnight School Trips

Patrick Knowlton, Tour Consultant

This presentation will provide an overview of the need to expose students to overnight travel, while allowing camaraderie to develop between students and faculty. The issue of parents vs. no parents will be discussed and the true roles of the chaperones and guides. Patrick will suggest travel plans that relate to the curriculum and show understanding of history and national heritage. He will discuss the importance of school consistency when visiting cities in order to fully understand the sites visited.

-OR-

Note: All sessions are open to all FCIS participants.

Thursday, November 19

Administrators/Division Head/Department Chairs

Session Two – 11:00-12:00

Colonial AH1N1 Updates for Schools

Dr. Kevin M. Sherin, Director of Orange County Health Department

Orlando, FL

Dr. Sherin will provide important information on the H1N1 virus. He will discuss prevention, vaccine information, and available resources. Bring your questions.

Session Three – 2:00-3:00

Royal Dublin AFine Tuning the Transition...Mentoring Faculty New to Your School

Phyllis Merrill, Upper School Academic Dean and Dean of Professional Development and Mark Sylte, Head of Upper School, Saint Andrew’s School, Boca Raton

This workshop will focus on what we at Saint Andrew’s School in Boca Raton structure for our New Faculty Forum, a program for teachers new to our school. Within the New Faculty Program, we include such elements as a general orientation to our school as well as meetings centered on ways to help new teachers meet our school’s expectations. We also include general topics such as classroom management and learning styles in addition to adding tools to each teacher’s tool box of teaching techniques and strategies. This program runs concurrently with a Mentor Program, a program designed to support each new faculty’s mentor in carrying out the important duty of mentoring a new faculty member.

Session Four – 3:10-4:00

Royal Dublin AThe Effective Division Head: Rising to the Challenge of Change

Bill Simmer, Director of Association Relations and Workshop Leader, Independent School Management (ISM)

Meeting the transition from teaching children to managing adults can be challenging. Does being an effective Division Head mean becoming a “Super Teacher” with added administrative duties, or does it demand a fundamental shift in your role, priorities, and leadership capacities? Come join ISM’s Bill Simmer as we explore the changing and challenging role of today’s Division Head. Learn the core roles and capacities of this exciting and influential position on your school’s management team.

Note: All sessions are open to all FCIS participants.

Thursday, November 19

Admission Directors and Assistants

Session One – 9:45-10:45

Royal Dublin BBrand Marketing: A Strategy for Developing, Defining and Communicating Your School’s Brand

Dr. Rick Newberry, Vice President and Principal Consultant,

Cherry + Company, Tampa, FL

Simply put, your brand is your promise—your pledge of quality and customer satisfaction. Brand marketing delivers that promise to your market. During this session we will discuss key branding concepts to develop, define and communicate your school’s brand. Brand marketing is critical to the success of your school as you seek to increase enrollment, funding and the overall reputation of your school in the community you serve.

-OR-

WentworthThe Art of Relationship Building: Marketing Techniques for

Developing a Relationship with your Prospects - Part I

*This presentation is designed for admission officers with 0-5 years of experience.

Claude Anderson, Dean of Enrollment, Northfield Mount Hermon School,

Mount Hermon, MA

Relationships are essential because they help to create disciples. Discipleship is about families who believe that you can achieve your mission. People who become disciples are more likely to enroll, are spreading the good news about your school through word of mouth and are bringing more people into your applicant pool. Relationships which build disciples help to break through brand advantages owned by your competition. By the end of this workshop, the participant will learn four styles that one might use when thinking about ways to develop an understanding and a relationship with your prospects. The four styles include: problem based, image, segmentation, and data base marketing.

Note: All sessions are open to all FCIS participants.

Thursday, November 19

Admission Directors and Assistants

Session Two – 11:00-12:00

Royal Dublin BAdmission Testing Workshop

Susan Norwood, Educational Records Bureau (ERB) Consultant

Adele Yermack, ERB Consultant

This session will begin with an overview of testing, including the varying purposes of testing, the terminology, and the pros and cons of testing. It will also look at the different kinds of assessments used in the admission process, e.g. readiness tests, aptitude tests, achievement tests, observations and interviews, with examples of each. Finally we will explore how best to usetests in the admission process.

-OR-

WentworthThe Art of Relationship Building: Marketing Techniques for Developing a Relationship With Your Prospects - Part II

This is a continuation of previous session

Claude Anderson, Dean of Enrollment, Northfield Mount Hermon School,

Mount Hermon, MA

Session Three – 2:00-3:00

Royal Dublin BAdmission Directors: What are the Eight Elements of Enrollment

Every Head Should Know? Part I

*This presentation is designed for experienced admission officers with

5+ years experience, and their school heads.

Claude Anderson, Dean of Enrollment, Northfield Mount Hermon School,

Mount Hermon, MA

Most administrators don’t know the eight elements of enrollment management, and others haven’t figured out how to use them as an advantage. With a basic understanding of these elements, the admission director and the head can ensure a stronger position in the enrollment management process. This workshop will take the seemingly unnoticed elements of enrollment management and bring them to the forefront where they can receive a greater degree of focus, accountability and critique. The ominous eight elements are: program value profile, program experience, program image, selection, cost, motivation, competition and external environment. By the end of the workshop, the participant will be able to start implementing enrollment management changes by establishing a different understanding, care and manipulation of these eight elements.

-OR-

Note: All sessions are open to all FCIS participants.

Thursday, November 19

Admission Directors and Assistants

Session Three – 2:00-3:00

Colonial ARe-Recruitment: An Internal Strategy for Keeping Your Current

Families Enrolled

Dr. Rick Newberry, Vice President and Principal Consultant,

Cherry + Company, Tampa, FL

We all know that it is more cost effective to retain a family than it is to recruit a new family. Typically, attrition is the greatest concern between the transition years. During this session, we will discuss the components of and strategies for your re-recruitment plan (retention), your internal marketing strategy and your re-enrollment process. Our goal is to develop a plan to keep our current families enrolled.

Session Four – 3:10-4:00

Royal Dublin BAdmission Directors: What are the Eight Elements of Enrollment Management Every Head Should Know – Part II

Claude Anderson, Dean of Enrollment, Northfield Mount Hermon School,

Mount Hermon, MA

This is a continuation of the previous session.

Business Officers

Session One – 9:45-10:45

Royal Diagnosis and Treatment of Difficult Employees

Melbourne BRaleigh F. (Sandy) Seay,Jr., President, Seay Management Consultants, Inc., Adjunct Professor of Humanities at Rollins College and Valencia

Community College

Most employees work hard and abide by the rules, but about 10% of them do not, and these 10% can take up 90% of our time. In this workshop, we will define what we mean by “difficult” employees and will discuss Sandy’s “First Rule of Leopardology.” As we move along in the discussion, we’ll draw a distinction among difficult employees and identify whether the issues are (a) performance based, (b) character related or (c) a natural part of a person’s working style. If we identify the source of the difficulty, we can then determine what we can do to manage the 10% of our employees who are “difficult” and thereby move them to a “non-difficult” status.

Note: All sessions are open to all FCIS participants.

Thursday, November 19

Business Officers

Session Two – 11:00-12:00

RoyalThe Most Important Employment Policies in Your Employee

Melbourne BHandbook

Dr. Raleigh F. (Sandy) Seay, Jr., President, Seay Management Consultants, Inc., Adjunct Professor of Humanities at Rollins College and Valencia Community College

All of our employment policies are important, but some of them are key to making sure we (a) comply with state and federal employment regulations and (b) provide employees with a sense of fairness and equality. In this workshop, we’ll discuss the “Most Important” policies that you should have in your employee handbook as well as “Best Practices” for developing and implementing those policies.

Suite 2712009 FCIS Health Benefits Survey Results Presentation

William P. Myers, Chairman and CEO, Compass Consulting Group, Inc.

Session Three - 2:00-3:00

RoyalThe Role of the Business Officer

Melbourne BMarc Levinson, Associate Director, National Business Officers Association

(NBOA), Boulder, CO and Greg Foster, Headmaster, St. Johns Country Day School, Orange Park, FL

Marc and Greg worked together as Business Manager and Headmaster respectively at Alexander Dawson School in Lafayette, CO for 4 years and dealt with some serious financial and cultural challenges. The partnership they developed was a significant factor in their success and the success of the school at that time. They will use a real situation from the time they worked together to discuss the manner in which they learned to work together to solve problems. Additionally they will discuss the importance of a strategic partnership between the Head of School and Business Officer. This is critically important to independent schools today as they struggle to find the right balance in the turbulence of our current

economic crisis. NBOA’s recently published book, Welcome to the Jungle-- A Business Officer’s Guide to Independent School Finance and Operations explores this relationship in the first chapter-“Getting Your Bearing” by Sarah Daignault, Executive Director of NBOA. Sarah says in the opening paragraph, “It has become clear that the issues facing schools today are too complicated to address in a ‘silo’ fashion. They demand the coordinated collaboration of traditional leadership (heads and trustees), the senior leadership team (admission, development and principals) and the person who stands at the nexus of all of them: YOU, the business officer.”

Suite 267FCIS Medical Program Participants

Ron Gray, Senior Field Advisor, ISM and Jeff Steele, Consultant, Compass

Consulting Group, Inc.

If you school is already enrolled in the FCIS Medical Program, please come to discuss the status and help us prepare for upcoming negotiations.

Session Four – 3:10-4:00

RoyalBest Practices for Financial Aid Assessment and Tuition Payment

Melbourne BProcessing

Matt Richardson, Vice President-Partner, Private School Aid Service (PSAS) and Marla Leung, Relationship Manager, Key Bank Tuition Management Services

Come investigate best practices for financial need assessment and the proven path for on-time tuition payment processing. Co-presenters Matt Richardson and Marla Leung will provide ideas and strategies for accurately assessing family need for scholarship awards and best business practices for tuition and payments processing to help your school prosper.

Development Directors

Session One – 9:45-10:45

RoyalThe Art of the Ask: Getting Face to Face with Prospects

Melbourne AKeith Barrett, Director of Development, Proctor Academy, Andover, NH

This session will focus on phone and face to face solicitations for annual giving and major gift. Come play and find ways to ask your donors for support. We will use a script and role playing through the session. Join us for the fun!

Note: All sessions are open to all FCIS participants.

Thursday, November 19

Development Directors

Session Two – 11:00-12:00

RoyalIs it Called a Twitter or a Tweet?

Melbourne ATravis Warren, President & Founder, WhippleHill, Bedford, NH

The web has become an amazingly social place. Social media and networking sites dominate the landscape of today’s Internet. Schools, like governments, businesses and individuals can’t afford to ignore the massive changes that are afoot. The impact of this shift is being felt by everyone; teachers, parents, students and administrators alike. This session will take a look at independent schools who are embracing – and in some cases struggling- with this new environment in their effort to raise understanding and prepare everyone for the world ahead.