ADVIS Professional Development 2014-2015 26 Programs (30 total “sessions”) - PowerPoint Presentation

ADVISProfessional Development2014-2015

26 Programs (30 total “sessions”)23 F2F Events (vs. 22 LY)2 Online Courses for Trustees (Trustee U )6 Synchronous Sessions (3 per course)1 Blended Learning Course (Introduction to Blended Learning)4 Weeks of Asynchronous and Synchronous Sessions; optional F2F19 Trustee U podcasts on YouTubeHeather Hoerle, Executive Director, SSATBJoe McTighe , Executive Director, Council on American Private Education Karen Osborne, President, The Osborne GroupCathy Trower, President, Trower & Trower, Inc.Debra Wilson, Legal Counsel, NAIS ADVIS Program Overview

Registration & Attendance: F2F Programs

Reserved Seats: Online & Blended Courses

Total Attendance F2F events up 26%No Show Rate 11% (vs. 9% LY)Trend of (very) late registrations continues (other Associations report same)Difficult to know how many actually participate in online courses such as Trustee UGroup registrations – don’t know how many viewingGroup participants may vary from session to sessionSome schools use archived sessions vs. live sessions Registrants are permitted/encouraged to disseminate archived sessions to others in their school own community Individual Attendance Overview

Tapping Local Intellectual Capital/Our Higher Ed ColleaguesAnnual Trustee ConferenceJohn Fry, President, Drexel UniversityDigital LeadershipKim Cassidy, President, Bryn Mawr CollegeEngaging the Racial ElephantHoward Stevenson, Constance Clayton Professor of Urban Education, Professor of Africana Studies, University of Pennsylvania - Graduate School of Education Admission Retreat Richard Honack, Adjunct Professor of Executive Education, Northwestern University - Kellogg School of ManagementProgram Highlights - University Presidents/Professors

Online and Blended Learning - A New LandscapeE-Rate Program - Proposed Expansion & ChangesDigital Leadership - Using Technology in Support of EducationEngaging the Racial ElephantConcussions & Youth Sports Upper School Division Heads Networking LunchLower and Middle School Division Head Networking BreakfastTechnology Gold Mine - The Education & Economics of Great 21st Century Schools Guidance Counselor & School Psychologist Networking BreakfastIntroduction to Blended Learning Program Highlights - 10 Programs for Middle Mgmt.

Engaging the Racial Elephant: How Leadership on Racial Literacy Improves SchoolsMK AsanteSherry ColemanHoward StevensonOver 26% of attendees were trustees and heads Schools brought teams of 8, 9 or 10Cornerstone Christian Academy (10)Miquon School (10)Friends' Central School (9)Springside Chestnut Hill Academy (9)Haverford School (8) Program Highlights – Diversity Program Growth

This was one of the best ADVIS presentations that I've attended. The presenters dealt with a difficult topic in a non- threatening very erudite manner. They backed up what they said with data. Their style and manner made everyone feel comfortable in participating in a safe environment. Add their humor to the mix and it was one dynamic, informative, two thumbs up workshop. I learned a great deal and left with renewed energy to continue talking about inclusivity and racial competence in my school. Most interesting and captivating workshop that I have attended in years ! The program, by far, exceeded my expectations.This program was by far more productive and insightful than the diversity lecture at the NAIS conference… Every topic MK, Sherry and Howard spoke about was so relevant. I really enjoyed this conference and still talk about it to everyone I come in contact with. ... I thought the day was excellent! Diversity Program Testimonials

Nine Programs Take Your Seat at the Table: Admissions Board ReportsInforming Your Work: Trends and Critical Benchmarks in PhilanthropyGetting Heard on a Noisy #GivingTuesdayCASE District II Development WorkshopSocially Acceptable? Exceptionally Social?Development RetreatOptimizing Alumni Engagement Practical Tools to Make Your Message Sing/Networking Lunch Admissions Retreat Admissions/Development/Communications

Development Retreat Triple Digits … AGAIN100 attended , 48 schools representedKeynote: Robert E. Fogal, Founder and Managing Partner, Fogal and Associates Team from The Agnes Irwin School Ann Laupheimer Sonnenfeld (BC)Margaret Walsh (DOD)Pat Voigt (Consultant)Team from St. Hilda’s & Hugh’sVirginia Connor (HOS)Susan Mohi (DOD) Program Highlights – Development Retreat

Totally recharged my batteries! I took away some good suggestions for our development program at my school.Keep on doing the great job that you do for our Association. Despite the fact that I was not thrilled by the keynote speaker, getting him on short notice is a testament to your professionalism and stature in the philanthropic community. Kudos and many thanks for all you do!I commend the ADVIS staff for securing another reputable presenter on such short notice . "Raising Big Money in a Small Shop" was simply a great conversation. The speakers were engaged, interesting and candid. I left feeling inspired by their energy and success.The Agnes Irwin presentation about their campaign was terrific. Development Retreat Testimonials

Admission Retreat Record Attendance … AGAIN!119 attended, +10.2% over LY 68 schools represented!Richard Honack, Adjunct Professorof Executive Education, Northwestern UniversityKellogg School of ManagementGenevieve Madigan, VP of Professional Development and Research, NBOAProgram Highlights – Admission Retreat Growth

Richard Honack was probably the best speaker I have heard at an ADVIS event. He was knowledgeable, engaging, and had the kind of enthusiasm that made you feel like you were sitting in a college class. I left feeling like I gained a wealth of information that was useful for all of the departments I work with - Advancement, Alumni, and Admissions.Could not have been a more stimulating big picture speaker who stimulated much discussion among our staff who attended. Excellent and immediately useful topics ! Rich Honack really helped to think more deeply about the varying generations we serve within our school community and how best to reach them through my work in the Admission Office.Admission Retreat Testimonials

Overall attendance stable and strongTrusteeship 101- increased 28% over LYJohn Littleford, Senior Partner, Littleford & AssociatesLY held on a Saturday – we switched back to Friday for TYNext year Pat Bassett again – Friday, September 18, 2015Annual Trustee Conference - 3rd highest attendance in last 10 years John A. Fry, President, Drexel UniversityGrant Lichtman, Senior Fellow, The Martin InstituteNext year Cathy Trower, President, Trower & Trower, Inc., Author , The Practitioner's Guide to Governance as Leadership Wednesday, November 18, 2015 @ Germantown Academy Board Chair/Clerk & Head of School Dinner & Dialogue - back up to 2011-12 attendance levels Skip Kotkins, Carney , Sandoe & Associates Governance – F2F

Annual Trustee Conference

Member School Participation

2013-20142014-2015 Rating Scale (of 1-5) 4.54.4Feedback Survey Response Rate 33% 38% Met Program Expectations 93.1% 92.6% Program Evaluation Overview

Program Pricing Pricing for single day programs has never exceeded $90. Roughly 50% of programs offered at no fee. For programs for which we charge a fee, the a verage cost to attend an ADVIS program was $47 (no train or plane travel/lodging required!). Over the past two years we have significantly increased and applied Corporate Underwriting to maintain registration fees.

33 Host Schools – Past 5 YearsAbington Friends Schools (1)Academy of Notre Dame (1)Academy of the New Church (1)Agnes Irwin School (2)AIM Academy (1)Archmere Academy (3)Baldwin School (6) Benchmark School (1) Community Partnership School (1) Crefeld School (1) Delaware County Christian School (3) Episcopal Academy (4) Friends Select School (2) George School (1) Germantown Academy (3) Girard College (1 ) Haverford School (1) Hill School (2) Hill Top Preparatory School (3) Jack M. Barrack Hebrew Academy (2) La Salle College high School (1) Lawrenceville School (3) Malvern Preparatory School (3) Montgomery School (3) Norwood- Fontbonne Academy (1 ) Rosemont School of the Holy Child (3) Shipley School (9) Springside Chestnut Hill Academy (5) Stratford Friends School (2) Valley Forge Military Academy (1) Westtown School (4) William Penn Charter School (1 ) YSC Academy (2)

33 Host Schools Past 5 Years

33 Host Schools – Past 5 Years8 small schools (<250) successfully hosted small – medium –large sized programs (up to 100)7 medium schools (250-500) successfully hosted small – medium – large sized programs (up to 100)9 large schools (500-750) successfully hosted small – medium – large sized programs (over 200) 9 very large schools (>750) successfully hosted small – medium – large sized programs (over 200)

Expand Diversity programmingStrong Admissions, Development and Marketing/ Communications speaker/program leads in processContinue focus on GovernanceContinue focus on Leadership and School Sustainability Continue focus on Middle ManagementContinue focus on Technology Leadership: 2015-2016 Looking Forward

Trusteeship 101: 9/18/15Patrick F. Bassett, President & Senior Consultant, Heads Up Educational Consulting; Former President, NAISNew! Board Chair/Clerk Roundtable with Pat Bassett 9/18/15 Annual Trustee Conference: 11/18/15 Cathy Trower, President, Trower &Trower, Inc. ,Author, The Practitioner's Guide to Governance as Leadership: Building High-Performing Nonprofit BoardsTwo-time Trustee U Presenter Governance 2015-2016

Association of Delaware Valley Independent Schools www.advis.org ~ 610.527.0130 www.advisvlc.ning.com ~ Follow us on twitter @ advischools ADVISchoolsTube Thank You