Excel as a systems-minded business thinker, whether you’re new to the role, transitioning into independent schools, or looking to elevate your impact as an experienced professional.
This workshop provides a comprehensive understanding of how independent schools function and how business operations directly influence mission delivery, sustainability, and community trust. You’ll learn how to collaborate across departments, align people and resources around shared priorities, and apply data-informed strategies that strengthen your school today while planning wisely for tomorrow.
This Summer Institute workshop is for:
- Business managers
- Controllers
- Business officers
Maximize your professional development dollars! Register by May 4, 2026, to take advantage of Early Bird pricing.
You will learn how to:
- Use ISM’s Stability Markers™ to assess the long-term health of your school.
- Leverage your Stability Marker results to focus time, energy, and resources where they matter most.
- Understand leadership structures that support organizational excellence and accountability.
- Develop effective strategies for designing and refining a mission-aligned financial aid process.
- Clarify and structure faculty compensation in ways that support recruitment, retention, and fairness.
- Protect and preserve your school’s physical and financial assets.
- Recognize, evaluate, and prioritize institutional risks.
- Navigate the human resources life cycle, from hiring through retention and separation.
Curious if this session is right for you? Ask us!
July 13–15, 2026
Marriott Downtown City Creek Salt Lake City, UT
I greatly valued Terry's knowledge and expertise in the field. I'm leaving the conference feeling prepared for my new role and confident in what I need to do to improve my school."
Kayla Hall, Business Manager
Peninsula Heritage School, CA