AISNE
SPRING BUSINESS CONFERENCE
Wednesday, April 29, 2015
Radisson Hotel & Suites, Chelmsford, MA
Conference Program
8:15-8:45 Registration and Continental Breakfast
8:45-9:00 Welcome and opening remarks
9:00-10:30 General Session – The Business Manager’s Survival Guide: Getting the Most from Your
Board Interactions
This session will provide business managers with ideas and strategies for working with the school’s
governing board including: (1) executing effective presentations and engaging meaningful trustee dialogue at
board meetings; (2) guiding compelling committee conversations to ensure appropriate board oversight and
elicit strategic insight; and (3) managing appropriate relationships with the board chair and treasurer.
Presenter: Dr. Cathy A. Trower, President, Trower & Trower, Inc.
10:30-10:45 Coffee break
10:30-11:15 AISNE Corporate Subscriber Exhibitor Session - Visit with AISNE’s Corporate Subscribers
11:15-12:15 Concurrent Sessions “A” (choose one)
(A1) Creating Innovation Spaces: Cost Effective Strategies for Revitalizing Existing Facilities
To remain competitive and offer creative spaces for hands-on learning, many schools want to
develop “innovation centers”, “maker spaces” and “fab labs”. What are these? Are they workshops
or collaboration rooms? What do they cost? Can we utilize existing space and cost-effectively
transform it into an innovation lab? St. Mark’s School is in construction on a 20,000SF STEM
Center that includes innovative maker spaces and fabrication labs. A Center for Innovation in
Teaching and Learning was completed in 2013. The School has been highly creative in how it has
identified existing space that can be cost-effectively revitalized and repurposed. With a limited
budget, Roxbury Latin School recently created a 1,400SF workshop and fabrication lab that was
formerly a fitness area. The new hands-on lab has quickly become a most popular education space on
campus.
Presenters: Bob Meyer, St. Mark’s School, Glen Ryan, Roxbury Latin School, and Jan Taylor &
Steve Dadagian, ARC/Architectural Resources Cambridge
(A2) Envisioning Net Zero Energy Campuses and the Critical Steps to Getting There
Achieving net zero energy campuses is on the horizon. This session will consist of two parts. We
will start with big picture opportunities by exploring some of the technologies, habits and decisionmaking skills that will be required to achieve significant savings. Then we will dig into some of the
immediate opportunities that can be implemented now to save your facility money and improve
performance.
Presenters: Matt Root, Senior Project Manager, Conservation Services Group, Wynn Calder,
Director, Sustainable Schools, LLC and Brian Palm, Director of Environmental Stewardship, Brooks
School
(A3) Going Digital? What’s Your Strategy?
You have decided to make the move to e-books–now what? How will you get teacher buy-in? What
are your school’s professional development needs to increase digital literacy? Delve into the newest
technological approaches and tools that are transforming educational practices in 21st century
classrooms, and learn the steps you need to take to transition your faculty and your curriculum from
traditional to digital books.
Presenter: Crickett Thomas-O’Dell, Education Services Manager, Classbook.com, Inc.
(A4) Staying Ahead of Financial Fraud
Financial fraud is on the rise across all sectors and attacks are becoming more sophisticated and
consequences more dire. This session will cover current threats and how to establish and, most
importantly, adhere to prudent policies aimed at reducing your organizations vulnerabilities against
wire, computer and employee fraud.
Presenters: Amie Stevens, Senior Managing Director, First Republic Bank, Elliot Hacker, Interim
CFO, Brooks School, and John Mulvaney, Director, CBIZ Tofias (formerly with the FBI)
12:15-1:15 Buffet Lunch
1:15-2:15 Concurrent Sessions “B” (choose one)
(B1) School Safety and Security
This session provides a 60-minute overview of the guidelines and best practices for independent
school safety and security including updates on lessons learned since Sandy Hook and a review of
the new security guidelines and techniques for developing a proactive plan for your school.
Speakers: Jay Brennan, President, Synergy Solutions, Jay Hackett, CSRM, Director of Campus
Safety and Risk Management, Milton Academy, and Hart S. Brown, Vice President, HUB
International Ltd, Risk Services Division
(B2) “House Doctors”: Repurposing the Public Procurement Model to Maintain Campus
Infrastructure
Learn how the “House Doctor” procurement model can minimize risk, maximize value and increase
efficiency in delivery of small capital projects, renovations or deferred maintenance projects by preselecting a qualified design team able to offer quick-response solutions benefitting from long-term
knowledge of your school’s facilities and goals.
Presenters/Moderators: Treffle LaFleche, AIA, Principal, and Douglas Dick, AIA, Principal, LDa
Architecture & Interiors and (panelists) Michael Kim, AIA, Principal, MK Architecture + Design,
Steven Karan, PE, Principal, BER Engineering and Naomi Cottrell, Design Director, Michelle
Crowley Landscape Architecture
(B3) 2014 US Trust Study of High Net Worth Philanthropy
This presentation provides groundbreaking insights into the demographic and psychographic factors
driving family philanthropy, volunteerism, and charitable giving among high net worth donors. The
fifth in an ongoing examination of high net worth giving, the study’s findings provide a breadth of
new data on the philanthropic motivations of wealthy donors, their use of different giving vehicles,
and the dynamics of their relationships with the organizations they support. In this challenging
economic climate, wealthy donors are not just a critical source of support, but are often a necessity
for ensuring the success of a school’s long-term strategic planning, short-term financial well being
and, in some cases, survival. Wealthy alumni and other donors have great expectations of
the schools and other not-for-profits they support and present unique challenges for academic
institutions in both cultivating a real culture of giving to new donors and retaining their current base
of support.
Presenter: Don Greene, National Philanthropic Strategy & Product Executive, US Trust
(B4) 7 Best Ways to Increase Technology's Value
Information Technology that effectively supports your school's mission and operations is a must.
How can schools balance complex demands with limited resources? Where are the opportunities to
improve operations and gain efficiencies? We will discuss these challenges and share successful
strategies to increase your school's technology value.
Presenters: Clinton E. Davies, MBA, CCP, Principal and Jane Courcy, MS.ED, Consultant,
BerryDunn
2:15-2:30 Afternoon Break
2:30-3:30 Concurrent Sessions “C” (choose one)
(C1) 5 Year Bud(get) Lite
David Taylor will present a one-page spreadsheet (best for reading printed on an 11x17 sheet) that
seeks to provide a budget model that is user friendly and instructive for various community members
including trustees (finance committees), administrators, faculty and staff. Users may interact with
the sheet by simply changing critical budget drivers such as enrollment, tuition, FTE
increases/decreases, endowment performance, etc., and watch the bottom line adjust accordingly.
Presenter: David Taylor, Business Manager, The Fessenden School
(C2) Employment Issues in Workers’ Compensation Cases
This session will myriad aspects of the Massachusetts Workers’ Compensation Act with particular
focus from the Employer’s perspective. We will discuss workers' compensation in general, how the
Department of Industrial Accidents works, how a typical workers' compensation claim is litigated,
and then focus on Employment Rights within the Workers’ Compensation Act and how they interact
with other employment statutes. Particular emphasis is on the employer’s role and its effect in the
process.
Presenter: Susan Kendall, Esquire, Tentindo, Kendall, Canniff & Keefe LLP
(C3) Integrated Planning for Independent Schools: The Driving Forces behind Salisbury
School’s Transformation
Twenty years. Nine projects. Two headmasters. One business manager. Driven by a unified,
innovative team, Salisbury has paved the road to success by physically transforming their campus to
address current and future challenges: financial management, strategic planning, masterplanning,
leadership transitioning/team building -- all while reconstructing their reputable and recognized
brand.
Presenters: Michael Rosenfeld, FAIA, President + Founder, OMR Architects, John Magiera
Business Manager, and Chisholm (Chis) Chandler, Headmaster, Salisbury School, and Richard T.
Flood, Jr., Retired Headmaster, Salisbury School and Current Principal Consultant, Dick Flood
Education Services
3:30-4:30 Closing Reception sponsored by ISCC
4:30-5:15 ISCC Annual Meeting (for ISCC members only)
Corporate Sponsors
Breakfast – Dellbrook Construction, LLC
General Session Speaker – Shawmut Design & Construction,
Unified Networking Solutions, Inc. and Windover Construction
Lunch – C. E. Floyd Company, Inc. and FACTS Management
Attendee Gift –KAF
AISNE
SPRING BUSINESS CONFERENCE
Wednesday, April 29, 2015
Radisson Hotel & Suites, Chelmsford, MA
REGISTRATION
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Fee
AISNE Member: 1 to 2 people = $195 each; 3+ (registering at same time) = $175 each
Non-Member Fee = $390 per person (prior approval from Carol Peterson required)
Fee includes the conference and all materials, light breakfast and lunch.
Mail or fax completed form(s) and payment by check to AISNE (see below) or register
online using your credit card at http://www.aisne.org/calendar/index.html
Payment
Submitting this form constitutes an obligation to pay. Payment must accompany this form. Return registration form with
check for all registrants made payable to AISNE. Forms received without payment will not be processed until payment
is received.
Refund Policy: two weeks or more out = 50%; less than two weeks = 0%.
AISNE, 222 Forbes Road, Suite 106, Braintree, MA 02184, Phone 781-843-8440; Fax 781-843-3933