TRUSTEE | SCHOOL HEAD CONFERENCE Jan 28 - 29, 2017 • Four Seasons Westlake Village #tshc2017 Trustee | School Head Conference Saturday, January 28 8:00-9:00 Registration & Continental Breakfast Opening Remarks Ballroom Pre-Function Jim McManus, Executive Director, CAIS Introduction 9:00-10:30 General Session Luis Ottley, Member, CAIS Board of Directors; Head of School, Marin Grand Ballroom Horizon School Welcome Keynote Address: A New Definition of a Sustainable School Mark A. Brooks, President, CAIS Board of Directors; Head of School, Allen J. Proctor, Founder, Linking Mission to Money The Center for Early Education Session One 10:45 - 12:00 Trusteeship 101 Gender Inclusion and Awareness on School Campuses: Evolving Law, Reed - RG175 Policies, and Practices Hampshire Blacher - Liebert Cassidy Whitmore, Baum - Gender Spectrum, Whitney - Crossroads School for Arts & Sciences The Other Transition: The Board Chair Sherwood Bihn, Nossiter & Schenkkan - French American International School Westlake Current and Coming Legal Issues for Independent Schools Wilson - National Association of Independent Schools Start Ups to Hogwarts: Constructive Trustee-Administrator Malibu Collaboration Green & Flashner - Wildwood School Keynote Follow-Up Session: Using Social Enterprise to Achieve Sustainability While Preserving Your School’s Mission Workshop Georgian Proctor - Linking Mission to Money What Every Trustee Needs to Know about Enrollment Management Westlake Village Studios Hoerle - The Enrollment Management Association Advanced Trusteeship: Board-Head Relations and Board Hampton’s Management Hudnut -Resource Group 175, The Bay Area BlendEd Consortium: Independent Schools in Partnership Segal & Wachtell -Harvard-Westlake School Niles - The Athenian School, DeVane - College Preparatory School, Garden Lawn Tent Temple - Lick Wilmerding High School, Brownley - Marin Academy, Salkind - The Urban School of San Francisco Crisis 101 - Hope Is Not a Strategy Art Gallery Hulburt & Hulbert - The Jane Group Regency Lunch 12:15-1:15 Premiere Viewing of CAIS Anniversary Video Grand Ballroom Session Two 1:30 - 3:00 Self-Study to Strategy: Transforming a School via Inquiry, Alignment, Crafting a Successful Head Transition and Action Konigsberg, Richman & Plum - Turning Point School Banfield, Eells & Garrett - San Francisco University High School Westlake Malibu Annual Legal Update for California Independent Schools Creating a Code of Ethical Conduct: Conversations After Boundary Blacher & Williamson - Liebert Cassidy Whitmore Violations Hampshire Hicks - Stevenson School, McLaughlin - The Hotchkiss School, Wolowitz - McLane Middleton Keynote Follow-Up Session: Evaluating Your School’s Readiness to Georgian Launch and Sustain a New Business Proctor - Linking Mission to Money Sherwood Oversubscribed workshop, available first-come, first-served. Featured Speaker. Session Two (continued) Leadership for Diversity & Inclusion: The Board-Head Partnership The Art of the Ask (limited to sixty participants) Eshoo - Vistamar School, Brody - Sequoyah School Goulart - Newsci Garden Lawn Tent Hampton’s Public Partnerships: Success through Board Commitment and Faculty How Prepared Is Your Board for a Crisis? Leadership Hulbert - The Jane Group, Lamm - The Branson School Barnes, Bull, Powers & Rue - Campbell Hall Regency Art Gallery 14,000 Hours: The Role of Independent Schools in Reframing Horng Brawer - Prospect Sierra School, Pelcyger - PS 1 Pluralistic School Westlake Village Studios Session Three 3:15 - 4:30 Board Chair Roundtable Creating Culturally Sensitive Traditions McManus - CAIS Hekymara - Westmark School Wilson - National Association of Independent Schools Hampshire Georgian New Fundraising Metrics: Accelerate Your Annual Fund How to Communicate Well When the News is Bad: Crisis & Major Gifts Communication Lessons Goulart - Newsci Bihn & Movradinov - French American International School Garden Lawn Tent Hampton’s Strategic Decision Making: Overcoming Common Heuristics Need Board Education? Join Forces and Find Solutions - the Walker - San Francisco Day School Governance Roundtable Malibu Jorgenson - Almaden Country School, Roberts - Gateway School Regency Successful Head of School Transition: Lessons Learned from 6 Interim Experiences The Power of Longitudinal Data for Independent School Boards Ashley & Lohr - Town School for Boys Temple & Peterson - Lick-Wilmerding High School Sherwood Westlake Village Studios Message Your Mission: Telling Your School’s Story to Caught in the Middle? When Family Struggles Cause School New Families Troubles Winton - Mission Minded, Herzenberg - Drew School Islas & Williamson - Liebert Cassidy Whitmore Art Gallery Westlake Cocktail Reception 4:30-6:00 Please remember to bring the complimentary drink ticket to the reception, sponsored by First Republic Bank. Special anniversary toast at 5:00. Grand Ballroom Sunday, January 29 8:30-9:30 Networking Breakfast Introduction Ballroom Pre-Function Eric Temple, Head of School, Lick Wilmerding High School 9:30-11:15 Keynote Address: The New Competition: Evolving to Thrive General Session in a Changing Landscape Grand Ballroom Donna Orem - President, National Association of Independent Schools Welcome and Announcements Jim McManus, CAIS Oversubscribed workshop, available first-come, first-served. Featured Speaker. For full workshop descriptions, maps, and more, please download CAIS Connect, our event app: http://bit.ly/caisconnect https://attendify.com/app/k1la6b/Upcoming CAIS Professional Development Events Using Data to Inform Decision-Making March 6, 2017 - Calabasas March 8, 2017 - Palo Alto Leading from the Middle April 2 - 4, 2017 - Palm Springs Board Chair/School Head Workshop April 29, 2017 - San Francisco – Registration opens in early February. Annual Meeting June 18 - 20, 2017 – for heads of CAIS member schools – Santa Barbara Registration opens in spring, 2017 See You Next Year! 2018 Trustee/School Head Conference January 27 - 28, 2018 Fairmont Hotel San Francisco CAIS sincerely thanks First Republic Bank, our exclusive sponsor of the 2017 Trustee/School Head Conference. First Republic Bank is a valued partner, helping fulfill the mission of CAIS and numerous schools in the independent school community. We are extremely grateful for their generous support of our 75th anniversary commemoration. In an effort to reduce paper consumption and printer cost, CAIS has printed a more compact program. Speaker bios, workshop descriptions, rosters, and additional information are available in the CAIS Connect App: http://bit.ly/caisconnect.