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July
15-18
2019

EMA Heads Institute 2019
at 1440 Multiversity

Learn and gain inspiration from industry leaders like:

‍Sal Khan

Khan Academy

Halé Behzadi

Citi Private Bank

Americus Reed

Wharton School of Business, University of Pennsylvania

Scott Looney

Hawken School

‍John Gulla

The Edward E. Ford Foundation

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4 Days of Small Group Learning for Heads
800 Bethany Drive
Scotts Valley, CA 95066
Drop us a line:
members@enrollment.org
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—  2019
75-Acre Campus in the Heart of the California Redwoods

An extraordinary all-inclusive retreat that will empower Heads to tackle the changing enrollment landscape.

Included in your 4-day ticket: lodging amidst beautiful redwoods, farm-to-table food, inspiring learning, and access to industry leaders.

The Enrollment Management Association is excited to announce a new program taking place July 15-18, 2019 at 1440 Multiversity, designed to advance enrollment strategy for heads of school. Attendees will find inspiration from seasoned faculty and keynote speakers as they learn enrollment management and leadership strategies to drive educational innovation, new financial models, and brand differentiation for their school.
Your ticket is all-inclusive so all you have to do is show up ready to learn and grow.

ENROLLMENT

Welcome Message

“Heads of school, if they wish to be successful in the future, must understand enrollment management and build a strategy to meet the new demands of our times. This retreat will serve as an open forum for heads to learn from one another, and from expert speakers who can reshape and inspire their thinking on enrollment management strategies.”

Heather Hoerle

Register

July 15 - 18

Schedule

Grab Your Ticket
Learn

Hear from industry leaders who have disrupted traditional models and separated their organizations from the competition.

Grow

Spend time in small groups with innovative leaders who are passionate about helping you succeed.

Connect

Develop deep connections with other heads facing similar challenges.

Renew

Take time for you. Leave inspired, invigorated, and empowered to face the new school year.

// 2019
1440 Multiversity
800 Bethany Drive
Scotts Valley, CA 95066
JULY
15-18
A unique opportunity to learn from and become inspired by industry leaders who have disrupted traditional models and separated their organizations from the competition.

Our Speakers

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‍Sal Khan

Founder and CEO

Khan Academy

Sal joins the Institute as a keynote speaker, sharing how he’s leveraged the power of technology to rethink the world of education and remove traditional barriers; he will inspire you to rethink your own strategy in educating young people.

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Halé Behzadi

Managing Director & Global Market Mgr

Citi Private Bank

Halé has three decades of experience working with ultra-high-net-worth families and their business and philanthropic ventures.

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Laurel Baker Tew

Assistant Head of School for Enrollment

Viewpoint School (CA)

Laurel spent 19 years in positions of successive responsibility at USC’s office of admission, culminating in her appointment as director of admission, and joins Mark McKee in illuminating the ways heads and enrollment can collaborate to maximize sustainability.

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Americus Reed

Professor of Marketing

Wharton School of Business, University of Pennsylvania

Americus' primary research and consulting areas are brand equity and identity loyalty, and he will discuss ways to create “brand communities” that transcend the utilitarian to actualize iconic levels of symbolic identity and cultivate lifelong relationships with families.

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Greg Bamford

Associate Head of School

Charles Wright Academy

Greg is the associate head of school for strategy and innovation at Charles Wright Academy in Tacoma, Washington, a former Head of School, and co-founder of Leadership+Design.

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Heather Hoerle

Executive Director

The Enrollment Management Association

As an advocate for enrollment management professionals, Heather seeks to empower school leaders to build enrollment strategy through research and data-driven planning.

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Mark McKee

Head of School

Viewpoint School (CA)

Mark's focus is on revitalized curricular and program development to ensure that students develop critical skills for the 21st century.

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Christine Hailer Baker

Founder and President

The Baker Group (MA)

Chris has led schools through the country’s most economically challenging times, supporting their need to become more data driven and research based, and helping them develop marketing strategies that reflect coordinated school-wide efforts.

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Jeffrey Shields

President and CEO

National Business Officers Association (NBOA)

Jeff is CEO-ED at The National Business Officers Association which is the leading organization in the independent school world serving business and finance interests.

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Scott Looney

Head of School

Hawken School

Scott is an influential voice in the national independent school arena, as well as a published author and frequent lecturer. He is also founder of The Mastery Transcript Consortium.

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‍John Gulla

President

The Edward E. Ford Foundation

John Gulla as the executive director of the Edward E. Ford Foundation travels extensively throughout the United States, visiting innovative schools as part of his leadership work. His vast knowledge of what it takes to be a successful school in today's environment will be shared with attendees.

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Your cohort leader will be your connection to the deep work being done at the Heads Institute. These seasoned professionals will facilitate small group discussion, distill your experiences, and present your team's learnings to the larger group.

Cohort Leaders

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Kevin Plummer

Head of School

Tampa Preparatory School (FL)

Kevin’s skill in interpreting business insights to drive school transformation allowed him to steer Tampa Prep successfully through the economic downturn of 2008.

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Mark McKee

Head of School

Viewpoint School (CA)

A self-described “data geek,” Mark McKee’s work leading schools is fueled by research insights. Mark has forged a critical relationship with his “chief revenue officer” to ensure that issues of school brand, changing market conditions, and enrollment strategy are front and center for his board and administrative team.

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Sally Keidel

Head of School

Montgomery School (PA)

Sally and her board recently launched “Excellence Within Reach,” a strategic pricing project that cut tuition by one-third in spring 2018, which allowed Montgomery School to grow by 30 students in less than a year and dramatically increased philanthropy.‍

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Tom Olverson

Search Consultant

Resource Group 175 (NC)

A well-known leadership blogger, Tom Olverson served as head of three independent schools for 27 collective years before becoming a consultant at ResourceGroup175, a leading head search consulting firm for independent schools.

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Brad Bates

Head of School

Dublin School (NH)

Brad has led a reinvigorated commitment to small school personalization, growing his school’s enrollment by 50 students over the last 11 years.

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Marcia Prewitt Spiller

Sr. Vice President for Academic and Student Life

Woodward Academy (GA)

In her current role as Woodward’s Senior Vice President for Academic and Student Life, Marcia oversees the faculty and academic program for one of the nation’s largest and most selective K-12 institutions.

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$5,000

Includes accommodations, meals, and planned activities.

Come Join Us!

Thanks to the generosity of the Edward E. Ford Foundation, there are 10 places available at $2,500 for secondary school heads whose institutions are facing financial challenges. These places will be awarded on a first come-first served basis. Apply here to be considered for a discounted tuition.

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