For a personalized experience, attendees may elect to attend sessions in any track. Tracks do not include general sessions or deep dives.

  • Total Cost of Ownership

    Monday, 10:30 am - 11:30 am

    Total Cost of Ownership is the most advanced measurement of alternatives when making facilities reinvestment decisions. A school’s physical assets require capital to build, operating funds to maintain, and capital funds to replace worn out or obsolete components and to dispose of the asset. Utilizing case studies and other examples, this session will present how CFOs and other business leaders can implement necessary facility lifecycle planning strategies and discover financial resource options and alternatives to fund needed maintenance and improvements.

    Learning Objective: Participants will learn about lifecycle management principles that guide decision-making about physical plant assets. They will gain insight into the magnitude and impact of ongoing costs of operating school facilities, as well as the importance of strategic planning for facility maintenance and renewal needs.

    Kevin Folsom, Director of Campus Operations, Trinity Christian Academy
    Dennis Palmer, Senior Vice President and Chief Operating Officer, Building Solutions
    Charles Procknow, Executive Vice President, Stifel Financial Services

  • Facilities Management: a Journey to Strengthen Stewardship

    Monday, 1:15 pm - 2:15 pm

    Facilities at The Potomac School represent the school’s single largest asset. As such, school leaders have taken a multi-year journey to strengthen the stewardship of this asset from a human capital, financial and strategic perspective. Presenters will discuss various strategies utilized including review of the organizational structure and succession planning, use of outsourcing to leverage subject-area expertise, development of reserves for PPRRSM and new construction projects, and the strengthening of long-term planning.

    Learning Objective: Participants will learn to develop strategies for maximizing the long-term value of the school’s physical plant and discuss opportunities to phase in improvements over time that support a broader vision.

    Dyana Conroy, Chief Financial and Chief Operating Officer, The Potomac School
    Marvin Muhat, Director of Facilities, The Budd Group

  • Crafting Capital Projects to Embrace Change

    Monday, 3:00 pm - 4:00 pm

    As Foxcroft School embarks on a multi-phase project to expand and modernize its academic, arts and STEM facilities, it does so with a mindset of flexibility and adaptability. Foxcroft honors its founder’s charge to “Keep up with the times,” building upon its successful heritage while simultaneously preparing girls to learn, grow and thrive in the digital age and global economy. This session explores new and innovative ways to approach multi-phase capital projects. Acknowledging that fundraising can be fickle and unpredictable, this project provides maximum agility and flexibility to pivot and adapt as pedagogy and economics change.

    Learning Objective: Participants will learn how to craft a building project, including phasing construction work and fundraising to maximize flexibility and align capital work with school resources. Participants will also learn how to reimagine learning spaces inside-out to maximize outcomes and minimize expenses while meeting current and future needs.

    Deborah Anderson, Chief Operating Officer, The Foxcroft School
    Peter Winebrenner, Principal, Hord Coplan Macht Architects

  • Campus Master Planning: a Thorough Exploration of the Campus

    Tuesday, 8:30 am - 9:30 am

    This session will walk you through the campus master planning process from start to finish — beginning with the RFP, a campus facility audit, committee structure, architectural selections, culture considerations, working sessions, presentations and data dumps. With all of this good information, what do you do first, and how do you start? Participants will leave with a spreadsheet that helps explain the next steps to board members and committee members, once all the research and work is done.

    Learning Objective: Participants will learn about the process of a thorough campus master plan — from RFP to implementation and prioritization, as well as what to do with the huge amount of information created through the master plan and how to prioritize that data.

    Cindy Stadulis, Chief Financial and Operating Officer, St. Stephen’s Episcopal School

  • Facilities or Operations: Hiring the Right Director

    Tuesday, 10:15 am - 11:15 am

    The complex nature of managing non-academic expenses and revenue is forcing independent schools to reconsider traditional roles and focus increasingly on customer service and metrics. Make sure you are making the right call for your institution. Join us as we examine the essential qualities of an effective facilities director and explore when organizations may need a director of operations. We will use case studies to examine how schools have resolved their changing needs in leadership outside of the classroom.

    Learning Objective: Participants will learn how to correctly identify their institution's biggest needs in managing facilities and operations.

    Mark Notaro, Director of Operations, The Episcopal Academy
    Bill Rouse, Founding Member, AUXS

  • Spring Cleaning for Effective Facilities Stewardship

    Wednesday, 10:30 am - Noon
    15-min Goldmine

    Without periodic, deliberate re-evaluation of deferred maintenance, operations benchmarking and existing space, a school’s largest and most expensive asset will serve as its greatest burden. This program will detail how Shore Country Day School in Beverly, Massachusetts, partnered with The Stone House Group to analyze the effectiveness of facilities stewardship on its campus and effectively “clean out” its space and attend to deferred maintenance. Learn how to set a thorough evaluation of your facilities that will help set the stage for a comprehensive strategic plan.

    Learning Objective: Participants will be able to diagnose spatial and maintenance problems at their own institution.

    Larry Eighmy, Managing Principal, The Stone House Group
    Clair Ward, Head of School, Shore Country Day School
    Ann-Marie Flynn, Administration, Business Office, Shore Country Day School

  • The Value of a Facility Audit

    Wednesday, 10:30 am - Noon
    15-min Goldmine

    Facilities are the largest single asset on the balance sheet for most independent schools. The first step in managing this major asset is to conduct a physical audit of the campus and to forecast the needs for renewal and replacement of major components. There are different approaches to a facility audit: should it include a condition assessment? Deferred maintenance evaluation? Safety issues? Management practices? Compliance with regulations, such as handicap accessibility? What about education adequacy and function? Learn what is essential in an audit and how it can save the school money and ultimately enhance mission.

    Learning Objective: Participants will learn how an empirically based approach to forecasts is more complete and reliable than using conventional rules of thumb and multipliers of replacement values.

    William Dillard, Director of Marketing, Building Solutions