Wednesday, November 7 - Thursday, November 8, 2018

Babson Executive Conference Center


See Who Is Attending

Wednesday, November 7

Arrival & Registration: 2:00 p.m.

Welcome: 3:00 p.m.

Opening Activity: 3:15 - 3:45 p.m.

Facilitated by Kay Betts

Keynote & Working Session: 3:45 - 5:15 p.m.
Mission to Metrics: The Development of Quantitative and Qualitative Benchmarks
Presented by Kay Betts


Learn how to use new forms of data and dashboards, harnessing both quantitative and qualitative metrics, to better understand the true operating performance of your school.

Explore three types of thinking: engineering thinking, business thinking, and design thinking, tools for more deeply understanding your school's most pressing challenges and identifying the most impactful potential solutions.

Cocktail Hour: 5:30 - 6:30 p.m.

Networking Dinner: 6:30 - 8:00 p.m.

Drinks & Trivia, Supported by MANS&C: 8:00 p.m.


Thursday, November 8

Grab & Go Breakfast: 7:30 - 8:00 a.m.

Grab breakfast and gather to connect with your peers before the start of day two.

Welcome Back: 8:00 a.m.

Keynote Address: 8:15 - 9:15 a.m.
The Changing Economics of the School Marketplace:
Helping You and Your School Navigate Disruptive Change
Presented by Chaw Tew and Laurel Baker Tew


As you're likely feeling every day, economic, demographic, and technological forces are shifting the ground beneath our schools. Chad Tew has been researching these disruptors for the better part of a decade, beginning this work with Laurel Baker Tew, who continues to experience these disruptors first-hand in her enrollment management work at Viewpoint School in California.

Chad and Laurel will examine how the changes we are all experiencing today are indicative of a permanent shift in the education industry as we've come to know it. These changes are, and will continue to, completely reshape the independent school landscape here in New England. Join us as Chad and Laurel share specific data about how these dynamics are unfolding and accelerating. Discuss how school program, location, pricing, promotion and more all play significant and interconnected roles in the successes and/or challenges of today's independent schools. Gain actionable new perspectives and strategies to take back to your leadership team peers and your head of school. Attain a new level of confidence and clarity in our industry's new normal.


Breakout Presentations: 9:30 - 10:30 a.m.
Updates & Applications -- Select One

New Laws Impacting Independent Schools
Presented by Greg Manousos, Morgan, Brown, and Joy

The Equal Pay Act, parental leave, and minimum wage are all changes affecting our schools. Greg Manousos from Morgan, Brown, and Joy digs in to these topics sharing specific details about these legal changes and their impacts.

Consider a Perpetual Enrollment Model
Presented by Jesse Roberts, Admission Pro

Perpetual or continuous enrollment is not necessarily the solution for every school, but it does have its advantages over an often times angst-ridden traditional re-enrollment process. Learn from Jesse Roberts about two schools' specific experiences transitioning from an annual enrollment to a perpetual enrollment model. Obtain specifics about the pros and cons of both paths. Review a common contract model and discuss the key factors crucial contemplating this decision.

Drones: Transforming the Construction Industry
Presented by Amr Raafat, Director of Virtual Design & Construction, Windover Construction

Get a comprehensive overview of the latest use of drones in the construction industry and how the information collected can be of value to independent school decision makers. See the different tools and techniques that benefit every stage of a project life cycle, from pre-construction planning to post-construction facility maintenance and inspections.


Exhibitor Meet & Greet: Coffee & Networking: 10:30 - 11:30 a.m.


Breakout Presentations: 11:30 a.m. - 12:30 p.m.
Changing Landscapes -- Select One

Optimize Your Relationship with Finance Professionals Serving on Your School's Board
Presented by Bill Maffie, Trustee at Roxbury Latin School and Dana Hall School

The "finance guy" - every board has at least one or more. This is the successful financial services professional who has been asked to sit on an independent school board. The expertise and experience this person brings can be extremely helpful, even transformational. But it needs to be combined with a deep understanding of mission-driven organizations. In this engaging, insightful and at times irreverent session, Bill Maffie shares how he stopped being the annoying "finance guy" and better aligned his talents with the needs of the school he's served.

Show Me the Money: The Art of Pricing in Admissions & Financial Aid
Presented by Chad Tew, Disruption Navigator and Founding Principal of Tew and Associates and Laurel Baker Tew, Assistant Head for Enrollment, Viewpoint School

Delve deeper into the specific impacts of pricing and financial aid practices. The textbook definition of marketing covers not only promotion, but also product, price, and location. These four elements are core to attracting and retaining families at your school. This session examines the role of pricing in admission and retention and how various financial assistance strategies can positively or negatively affect both access for families with modest incomes as well as affordability for families in the middle income bracket. Learn to look at pricing through an economic market structure lens.

Understand the Latest Opportunities in School Safety and Security
Presented by Jeff LaChance, Area Sales Manager at Securadyne Systems

Learn from an alliance of school, security and law enforcement professionals dedicated to improving school safety and security. Securadyne is a security vendor that works with many of our schools across New England. The Partnership Alliance For Safer Schools K-12 method informs how to best design school security. Jeff shares the PASS method and how every school may make small (and large) changes to benefit all members of your school's community.


Networking Lunch: 12:30 - 1:30 p.m.


Breakout Conversations: 1:30 - 2:30 p.m.
Peer Experiences -- Select One

Identify New Overseas Revenue Streams
Presented by Ed Kuh, Head of School, Shrewsbury Montessori

Have you ever considered collaborating with a school overseas? Are you looking for new revenue streams? Schools of every size may choose to explore these opportunities. Hear how Shrewsbury Montessori School (SMS) is collaborating with a new school in Shanghai to help them open and establish themselves. Ed will share his story from his first initial conversations, to negotiating a contract (SMS is a paid consultant), to developing a model for regular and frequent collaboration, including SMS teachers going to China. Whether or not your school already utilizes revenue from international partnerships, this session provide new perspectives and ideas for potentially expanding those initiatives even further.

Think in New Ways About Tuition Assistance Programs
Presented by Gail Schulman, Chief Operating Officer, and Emilie Goncalves, Director of Admission, Gann Academy

Gann Academy serves students across a wide socioeconomic spectrum and is committed to making school education accessible to all admitted students, regardless of financial need. Approximately one half of Gann families participate in one of the school's affordability programs. These programs are designed to serve the greatest possible number of mission-appropriate students. Many families are surprised to realize they qualify. Explore various tuition assistance models including indexed tuition, traditional financial aid, and an incentivized program for students considering moving from the public schools. Come hear Gann's experience with these different programs over the last several years and learn how they may be applicable at your school.

Lead Through Significant Operating Income Challenges
Presented by Amy Jolly, former Head of School, Maine Girls Academy

The ability to not only survive by thrive has become a hot topic in many independent schools. Amy Jolly shares the thoughts, considerations, and support structures Maine Girls Academy experienced before ultimately deciding to close their doors. This presentation will share partnerships and lessons learned by all parts of the schoolhouse prior to, during, and after the final decision was made.


Facilitated Discussion: Retreat Reflections & Key Takeaways: 2:30 - 3:00 p.m.


Farewell: 3:00 p.m.


Overnight Accommodations:

  • If you will be joining us from out of town, rooms at Babson have filled, but good news! Rooms are available at the nearby, Babson-recommended Hotel Indigo.
  • To reserve your room, please visit this special page.
  • The nightly room rate at Hotel Indigo is $190+ applicable taxes.

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