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Sunday, October 4
 

3:15pm EDT

SAIS 101
Sunday October 4, 2026 3:15pm - 4:00pm EDT
Kick off your experience with a brief overview of SAIS, a chance to meet other attendees, and practical tips to make the most of your conference. Content is geared toward those new to SAIS, but all are welcome.
Speakers
avatar for Matt Scully

Matt Scully

Director of Digital Integration & Innovation, Providence Day School
Matt is fascinated by the ever-evolving world of teaching and learning. He has spent the last 26 years working at Providence Day School supporting faculty, staff, and students.
avatar for Jill McKenzie

Jill McKenzie

Member Services Manager, SAIS
Jill joined the SAIS staff in July 2023. She has more than 20 years of association management experience. Most recently she served as the manager of membership and sponsorship for the Construction Owners Association of America. Jill graduated from the University of Mary Washington... Read More →
Sunday October 4, 2026 3:15pm - 4:00pm EDT
Room 7-8
 
Monday, October 5
 

10:30am EDT

Strategic Plans Don't Fund Themselves
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
Room 7-8

1:00pm EDT

Symbols, Strategy, and School Spirit: Durham Academy's Rebrand
Monday October 5, 2026 1:00pm - 2:00pm EDT
In fall 2025, Durham Academy launched an award-winning institutional and athletics rebrand designed to satisfy the desire for a deeper experience of community and connection. But that wasn't the original goal. What began as a simple logo refresh turned into an extensive, long-term plan to reinvigorate an entire institution. Rooted in an extensive listening tour with students, alumni, faculty, parents, and staff, the new branding honors longstanding traditions and creates opportunity for new ones, while introducing a modern visual storytelling system and unifying mascot. DA's new symbols incorporate new iconography that also give a nod to its iconic roots. This session explores the strategy, research, design process, and rollout behind a unified brand system that connects academics, athletics, and community culture, and a mascot that provides a rallying point for school spirit across school constituencies. Learn insights about stakeholder engagement, honoring legacy while modernizing identity, and launching a rebrand that resonates authentically with students, parents, teachers, and alumni.
Speakers
avatar for Victoria Price

Victoria Price

Assistant Director of Marketing & Communications, Durham Academy
Victoria is an award-winning graphic designer and creative services marketer. After receiving her degree from Campbell University, she spent nine years working for a marketing agency in Raleigh, NC. Since 2023, she has been on staff at Durham Academy, where she serves as the primary... Read More →
avatar for Leslie Traba

Leslie Traba

Director of Marketing & Communications, Durham Academy
Leslie has served at Durham Academy's director of marketing & communications for 12 years. Prior to joining DA, Leslie served as Savannah College of Art and Design-Atlanta's first director of public information, where the former local TV news reporter, cable news anchor, and executive... Read More →
Monday October 5, 2026 1:00pm - 2:00pm EDT
Room 7-8

2:30pm EDT

What a Capital Campaign Is Really Asking of Your School
Monday October 5, 2026 2:30pm - 3:30pm EDT
You can write a case for support. What's harder is saying what it actually means for the future your school is stepping into. Capital campaigns are vision moments, and the school's brand is one of the most important tools for getting campaign messaging and donor communication right. When development, marketing, communications, and executive leadership aren't in the same room early enough, the campaign feels it. This session makes the case for getting clear around the leadership table first, so your community can be inspired to give to something bigger than the immediate need. We'll explore what happens when a school treats its campaign as a brand strategy moment and what it costs when it doesn't.
Speakers
avatar for Trey Boden

Trey Boden

Founder & Principal, Roar
Stories shape the way people see, feel, and act and every school has the opportunity to tell a transformational story. With 15 years of experience in branding and marketing for PreK-12 schools and churches, Trey Boden leads with conviction, creativity, and a desire for all people... Read More →
Monday October 5, 2026 2:30pm - 3:30pm EDT
Room 7-8
 
Tuesday, October 6
 

10:30am EDT

Using Operational AI to Strengthen Institutional Advancement
Tuesday October 6, 2026 10:30am - 11:30am EDT
Independent schools are being asked to make faster, higher-stakes institutional advancement decisions with limited time and scattered information. This session offers a practical Enroll–Support–Advance playbook for using AI to turn your school’s data into insight and action. Participants will learn how AI can help combine admissions, financial aid, and community data to spot under-reached local markets and better align enrollment outcomes with demographic and socioeconomic goals. We will also show how AI can help schools build a more complete picture of student success and improve student support by analyzing patterns across multiple academic and well-being indicators. Finally, we will share workflow designs for AI-assisted admissions application reading and AI-supported donor prospecting and next steps, freeing institutional advancement professionals from tedious legwork and empowering them to deliver on the human value proposition of their schools.
Speakers
avatar for Sam Geisler

Sam Geisler

Chief Advancement Officer, Episcopal School of Jacksonville
Sam Geisler serves as chief advancement officer at Episcopal School of Jacksonville (ESJ), overseeing the school’s admission, enrollment, marketing, and advancement efforts under one umbrella. Sam previously served as the school’s executive director of admission and enrollment... Read More →
avatar for Andrew Greene

Andrew Greene

Co-Founder and CEO, Independent Data Partners
Dr. Andrew Greene brings over 15 years of diverse experience in education, having worked in day, boarding, and international schools as a teacher, administrator, and admissions professional. His practical experience is complemented by a distinguished role as an adjunct professor at... Read More →
Sponsors
avatar for Youth Inc.

Youth Inc.

Revenue-generating, no-inventory spirit wear stores for independent schools.

SPONSORING: Tuesday Brand & Communications Session

BOOTH: 19
Tuesday October 6, 2026 10:30am - 11:30am EDT
Room 7-8
 
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