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CASE-NAIS Independent Schools Conference 2025
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4:30 PM - 5:30 PM EST
Advancement Without Borders: Navigating careers and gaining global insights
Explore the fascinating world of careers in international fundraising in this engaging panel discussion that delves into the unique differences and striking similarities across global fundraising practices. This session brings together experienced professionals from diverse backgrounds to share their journeys, challenges, and successes in the world of global philanthropy. Our panelists will delve into the essential skills and competencies needed to thrive in international fundraising, offer guidance on navigating cultural and regulatory landscapes, and provide practical tips to ensure success.
Whether you are a seasoned fundraiser looking to expand your horizons or a newcomer eager to make a global impact, this session will provide valuable perspectives and practical advice to help you chart a successful career in international fundraising.
Key Takeaways:
• Understanding the scope and significance of international fundraising opportunities
• Identifying key skills and competencies for global fundraising success
• Navigating cultural and regulatory challenges in different regions
• Practical advice and resources for career development in international fundraising
• Practical tips for adapting to various international contexts
Don't miss this opportunity to broaden your understanding and connect with fellow professionals who are making a difference on a global scale.
Whether you are a seasoned fundraiser looking to expand your horizons or a newcomer eager to make a global impact, this session will provide valuable perspectives and practical advice to help you chart a successful career in international fundraising.
Key Takeaways:
• Understanding the scope and significance of international fundraising opportunities
• Identifying key skills and competencies for global fundraising success
• Navigating cultural and regulatory challenges in different regions
• Practical advice and resources for career development in international fundraising
• Practical tips for adapting to various international contexts
Don't miss this opportunity to broaden your understanding and connect with fellow professionals who are making a difference on a global scale.
Speakers: Sonja Dunphy, Managing Director, Richmond Associates, Heath Hignight, Chief Advancement Officer, Hong Kong International School, Reid Alan Ching, Head of Development, Zurich International School, Isabel Sankaran-Wee, Deputy Head of School for Advancement and Strategy, Stratford Hall, Anne Cunningham
Competencies: Strategic ThinkingGlobal and Cultural Competence
Experience Level: All Levels
4:30 PM - 5:30 PM EST
Budget Meets Mission: School Finance and Endowment 101 for Advancement Leaders
Better understanding the independent school business model can inspire resourceful action on the part of all advancement leaders charged with delivering on such a critical element of it, given that financial support from donors and the ability to draw from a healthy endowment are the most important pieces of the revenue pie after tuition. This session is designed for those administrators who desire to be good stewards of their school's resources as they are generated and deployed to fulfill the school’s mission. Learn to identify and mitigate financial challenges, seize opportunities, and be more strategic in light of financial pressure, in collaboration with your CFO, leadership team, and board.
Speakers: Jennifer Osland (Hillen), Chief Learning Officer, NBOA Business Leadership for Independent Schools
Competencies: LeadershipBusiness and Financial Acumen
Experience Level: All Levels
4:30 PM - 5:30 PM EST
For Heads of School: Managing Gift Conversations with our Largest Donors
Whether you are a new school head or seasoned pro, we will cover the ways we can get comfortable with a conversation seeking significant gifts to your school. This session will cover the role of linking conversations to strategic direction, asking the right questions, ways to raise sights in a conversation, partnering with the advancement team and board, and how to discuss a gift of significance. This session will be limited to heads of school only.
Speakers: Jonathan Bridge, Assistant Head of School for Advancement, University School
Competencies: LeadershipRelationship Building
Experience Level: Level 6
4:30 PM - 5:30 PM EST
How To Build A Mission-Aligned And Inclusive Parent Organization
Parents are essential partners to advance your school mission. But sometimes parent volunteer groups become exclusive and lack purpose. There are three ingredients to success: intentional volunteer recruitment, a big tent that is inclusive and welcoming to all, and a shared mission aligned to the school’s strategy. Join us for an enriching panel discussion with leaders from The Bishop Strachan School to learn how we built a powerful, inclusive and mission-aligned parent volunteer organization from the ground up - while preserving important traditions and building a positive school culture for all.
Speakers: Sarah Robertson, Executive Director, Advancement, The Bishop Strachan School, Diana Alepian, Director of Parent and Alumnae Engagement, The Bishop Strachan School, Cristin Lazier, Sona Shah
Competencies: Global and Cultural CompetenceRelationship Building
Experience Level: All Levels
9:15 AM - 10:15 AM EST
Keynote: President's Panel
Speakers: Sue Cunningham, President and CEO, Council for Advancement and Support of Education, Debra Wilson, President, National Association of Independent Schools
10:45 AM - 11:45 AM EST
Confronting the Elephant in the Room: Redefining the Board’s Role in Fundraising
Traditional thinking around a Board’s involvement in fundraising campaigns may not align with present-day realities. In this session we’ll look at the shifting dynamics and highlight creative strategies to kickstart your next major fundraising effort. A key part of this work is redefining expectations of your Board’s engagement in the effort. Presenters will share candid insights to help you prepare for the important conversations with your Board. You’ll walk away with a clearer vision of your Board’s role and a roadmap to unlock their full fundraising potential.
Speakers: Catherine Voeks, Vice President | Independent School Sector Lead, The Compass Group, Inc., Susan Vogel, Director of Advancement, The Field School, Robert Bull, President, The Compass Group, Inc.
Competencies: Industry or Sector ExpertiseLeadership
10:45 AM - 11:45 AM EST
Anatomy of a $100M Campaign: Lessons for Your School’s Transformational Campaign
$100 million campaigns are not the norm at independent schools, but the strategies deployed to execute them successfully should be. Join this session to hear advancement leaders who have led, or are in the midst of leading, these initiatives as they reflect on key learnings and challenges from these transformational campaigns. We’ll explore how these insights fit into the larger campaign life cycle—from the initial planning stages through public launch—and discover the pivotal roles volunteer leadership and Heads of School play in driving impactful educational advancement. From building authentic relationships, to leveraging data, to crafting innovative campaign communications and keeping staff motivated, this group has experienced it all and they’re ready to share their tried-and-true strategies that can help a campaign of any size reach its goal.
Speakers: Eric Javier, PRINCIPAL & MANAGING DIRECTOR, CCS Fundraising, Seth Marx, Associate Head of School for Institutional Advancement, The Masters School, Erika McMahon, Director of Advancement, The Winsor School, Tara Arras, Assistant Head of School for Advancement, Sidwell Friends School
Competencies: Strategic ThinkingRelationship Building
10:45 AM - 11:45 AM EST
Onboarding New Families: Successful Development & Admission Collaboration
We have all heard the mantra, onboarding new families begins the moment they first set foot on campus during the admission process, but how do you operationalize that? Join Director of Development, Abigail Betts, and Director of Admission, Alex Ragone, to learn about their collaboration to create a seamless onboarding of new families, helping each family feel included and part of the community early in their transition. Walk away with actionable takeaways to work smarter and not harder, inspire your new parent onboarding, and increase parent engagement and giving. Come to learn how Abigail and Alex use strategic meetings, events, and communication to build a better transition process for new to Norwood families, that resulted in more engaged and philanthropic families.
Speakers: Abigail Betts, Director of Development, Norwood School, Alex Ragone, Director of Admission and Enrollment Management, Norwood School INC
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All Levels
10:45 AM - 11:45 AM EST
Make the CASE for Diverse Communities Across NAIS
This interactive workshop will look at two cases and then learn from you! We’ll look to our constituents and then ourselves as diverse professionals.
Firstly, we will look at how we build affinity work that supports our alumni constituencies. Events, mailings, Zooms book clubs. These wins demonstrate to our organizations that affinity based work, has powerful outcomes. For instance, in three years, the Black Alumni Reunion moved from 30 people to a 130 annual destination event!
While building affinity for our constituencies benefits the organization, we will next demonstrate how you can build an affinity group that supports you! Make the CASE for your NAIS institution to support affinities across institutions. Learn from the Diverse Professionals in Advancement, a collective made up of individuals not well represented in our field. Born from professional development conferences, grassroots meet-ups, and later supported by a one-time CASE grant, this group gathers diverse professionals across institutions within advancement for the goal of restoring our energy, expanding our network, and elevating the work that we do individually. Come hear how this model can be adapted across the country using your institution as leverage to build professional networks with colleagues.
Finally, we’ll close by hearing about you and your institutions DEI wins.
Firstly, we will look at how we build affinity work that supports our alumni constituencies. Events, mailings, Zooms book clubs. These wins demonstrate to our organizations that affinity based work, has powerful outcomes. For instance, in three years, the Black Alumni Reunion moved from 30 people to a 130 annual destination event!
While building affinity for our constituencies benefits the organization, we will next demonstrate how you can build an affinity group that supports you! Make the CASE for your NAIS institution to support affinities across institutions. Learn from the Diverse Professionals in Advancement, a collective made up of individuals not well represented in our field. Born from professional development conferences, grassroots meet-ups, and later supported by a one-time CASE grant, this group gathers diverse professionals across institutions within advancement for the goal of restoring our energy, expanding our network, and elevating the work that we do individually. Come hear how this model can be adapted across the country using your institution as leverage to build professional networks with colleagues.
Finally, we’ll close by hearing about you and your institutions DEI wins.
Speakers: Devon Wilson-Hill, Assistant Director of Development, Shady Hill School
Competencies: Emotional IntelligenceRelationship Building
Experience Level: Level 3All Levels
10:45 AM - 11:45 AM EST
DIY Survey Research for Independent Schools
Educational institutions are trying to do it all - improve the student experience and learning outcomes, attract and retain the best faculty and staff, and keep their alumni engaged and feeling valued. Survey research can help schools better understand how their stakeholders are feeling and what is important to them, providing actionable data to drive improvement. Learn how to conduct your own survey research, even with limited resources, to make data-informed decisions that optimize your school's resources and foster better outcomes.
Speakers: Samantha Charnes, Associate Vice Provost, Education Operations, Research and Tech, Interlochen Center for the Arts, Kristin Shotland, K-12 Experience Manager, Qualtrics
Competencies: Industry or Sector ExpertiseStrategic Thinking