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Monday October 5, 2026 10:30am - 11:45am EDT
Independent schools regularly adopt ambitious strategic plans that include new programs, facilities, initiatives, and expanded financial aid. But many schools discover too late that the plan didn’t include a realistic strategy for funding those priorities.


This session explores the gap between strategic ambition and financial sustainability. Designed for heads of school, trustees, and senior leaders, the conversation examines how a school's philanthropic capacity, annual fund performance, and major gift strategy intersect with their institutional priorities. You'll will learn why many strategic plans struggle to gain philanthropic traction, how to evaluate whether your fundraising model can support your ambitions, and how heads, boards, and school leaders can structure priorities in ways that resonate with donors.

Speakers
avatar for Peter Baron

Peter Baron

Founder, MoonshotOS
Peter Baron is a Certified Top Coach™ and founder of MoonshotOS, a strategy and leadership consultancy serving independent school leaders.

With over 20 years of experience in the independent school space, Peter works with heads of school, senior administrators, and boards to str... Read More →
avatar for Mattingly Messina

Mattingly Messina

Founder, Throughline
Mattingly Messina is the founder of Throughline, a consultancy that puts relationships at the center of philanthropy.

His career spans development, strategic communications, and high-stakes negotiations. As a legal negotiator for Google, he built trust with counterparts across civil and regulatory jurisdictions, reinforcing his belief that relationships are the most durable currency in leadership... Read More →
Monday October 5, 2026 10:30am - 11:45am EDT

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