2025 Heads, Trustees, & CFOs Conference
Pinehurst Resort
80 Carolina Vista DrivePinehurst, NC 28374
United States
| Credits | Price | |
|---|---|---|
|
NCAIS Trustee
|
16.00 (CEU) | $550.00 |
|
NCAIS CFO
|
16.00 (CEU) | $550.00 |
|
Non-Member Head of School
|
16.00 (CEU) | $600.00 |
|
Non-Member Trustee
|
16.00 (CEU) | $600.00 |
|
Non-Member CFO
|
16.00 (CEU) | $600.00 |
|
NCAIS CAO
|
16.00 (CEU) | $550.00 |
|
NCAIS Trustee - Wednesday Only
|
8.00 (CEU) | $300.00 |
|
NCAIS Trustee - Thursday Only
|
8.00 (CEU) | $300.00 |
|
NCAIS CFO or AO - Thursday Only
|
8.00 (CEU) | $300.00 |
| Credits | Price | |
|---|---|---|
|
NCAIS Head of School Registration
|
16.00 (CEU) | $300.00 |
Room Rates: Single Occupancy: $269.00++, Double Occupancy: $159.00++
Room Reservations:
Please call (855) 235-8507 and ask for the NCAIS Leadership Conference Rate. (NOTE: Pinehurst very recently transitioned to a new online system, and there have been some kinks, so we recommend calling.)
Our room block is being held until December 16, so please make your reservations before this date to receive the reduced room rate.Resort Accommodations: Guest rooms may be assigned to the Carolina Hotel, Holly Inn, Manor Inn. Carolina Villas, or Golf Course/Lake View Condominiums. Resort will make every effort to satisfy specific accommodation requests.
Resort Service Fee: A 10% resort service fee will be placed on each package rate on a nightly basis. This includes use of the Fitness Center, on-site transportation, HSIA in guest rooms, valet and self-parking, beach club and outdoor pools (based on seasonal availability), bicycles, afternoon tea in the Carolina, practice putting greens and driving range. The Resort Service Fee also includes gratuities for the bell and door staff. For non-package meals and beverages in any of our dining outlets, an 18% service charge is added to your account Housekeeping and transportation staff do not participate in the resort services fee. Gratuities for any other service staff are at the Group's or each individual's discretion.
Golf:
Golf Fees (includes green fees, cart and range balls); per person, per round
- Course No 1, No. 3 and No 5 $60.00
- Course No. 2 $290.00
- Course No. 4 $230.00
- Course No 6, No 7, No. 8 and No 9 $160.00
- The Cradle Short Course $50.00
Senior Director, Eastern Division, Association of Christian Schools International (ACSI)
Chuck Gilliam is a seasoned leader in Christian education with over 27 years of experience. As the Senior Director for the Eastern Division of the Association of Christian Schools International, he has the privilege of working alongside more than 900 schools serving nearly 270,000 students across the Division. His work involves consulting with and convening school leaders to advance the cause of kingdom education.
Before his tenure with ACSI, Chuck served as Head of School at Eagle’s Landing Christian Academy (ELCA) in the Atlanta area. Over 22 years at ELCA, he advanced from teaching roles across elementary to high school to key administrative positions, culminating in 13 years as Assistant Head and then Head of School. Through the work of an amazing team, ELCA became a leader in Christian education in the Atlanta market.
Originally from Athens, GA, Chuck holds a Bachelor of Science in Social Studies from Clearwater Christian College, a Masters in the Art of Teaching from Piedmont College, and an Ed.S. in Leadership from Arkansas State University.
Chuck’s life is enriched by his family. Married to Julie for 27 years, they are the proud parents of eight children, whose ages range from 8 to 24.
Penny joined Independent School Management in 2010 as a member of the Advancement Academy’s Founding Faculty.
Penny began her career in schools in 2001 at Ravenscroft, a Pre-k through grade 12 school in North Carolina. As the Annual Fund Director, she managed all aspects of the school’s annual giving program. Penny later became Ravenscroft’s Director of Communications and was charged with building the school’s communications program from the ground up.
From 2013–17, Penny served as the Director of Admissions & Marketing at Academy at the Lakes, a Pre–K3 through grade 12 school in Florida, where she helped the school reach record application and enrollment numbers.
Penny graduated with a B.A. in Journalism and Mass Communication from the University of North Carolina at Chapel Hill and holds a Digital Marketing Certificate from the University of Vermont. She attained ISM’s International Advancement Program—Leader Certification (Iap-l) in 2012.
Jonah Berger is a Wharton School professor and internationally bestselling author of Magic Words, Contagious, Invisible Influence, and The Catalyst.
Dr. Berger is a world-renowned expert on natural language processing, change, word of mouth, influence, consumer behavior, and why things catch on. He has published over 80 articles in top‐tier academic journals, teaches one of the world’s most popular online courses, and popular outlets like The New York Times and Harvard Business Review often cover his work. Berger has keynoted hundreds of major conferences and events like SXSW and Cannes Lions, advises various early-stage companies, and consults for organizations like Apple, Google, Nike, Amazon, GE, Moderna, and The Gates Foundation.
Michelle Bostian is a seasoned executive coach and consultant known for her inviting demeanor and impactful leadership. With a career spanning over 25 years, she has cultivated expertise in designing and implementing tailored leadership programs, steering change management initiatives, fostering team alignment, and crafting visionary plans for organizational effectiveness. Michelle’s work is anchored in unlocking the inherent potential within leaders and teams, empowering them to capitalize on their strengths, unearth their purpose, and attain success.
Matt Scully, the Director of Digital Integration and Innovation at Providence Day School in Charlotte, North Carolina, has spent the last 24 years supporting the implementation of innovative initiatives and managing the Technology Team made up of both IT and EDTech team members. He has also served as a faculty member for the ATLIS Leadership Institute (ALI), as an instructor for SAIS Institute for New Teachers for the last 12 years, and as an accreditation chair for the Southern Association of Independent Schools (SAIS).
As founder of AdvancementEDU, Chris Dudley leverages over two decades of experience in higher education leadership, major gift fundraising, marketing, sponsorship sales, business development, and operations to provide high-level advice and strategy for heads of school, college presidents, and chief development officers.
AdvancementEDU partners with independent schools, colleges, and universities to generate revenue for transformational impact. Our clients are guaranteed a relationship built on integrity, excellence and accountability.
Chris served in senior leadership at High Point University in High Point, NC, during a time of unprecedented growth and transformation. For ten years, as Senior Vice President for Administration and Chief of Staff, he led operational areas, including: security, transportation, food services, maintenance, janitorial, landscaping, construction, events, and community relations, among others. For eight years, he served as Senior Vice President for Development, leading a team that raised $450 million.
Marc Frankel, Ph. D. is a Senior Consultant and partner in Triangle Associates, an international consultancy specializing in higher, independent and international education. A psychologist by training, Dr. Frankel facilitates governance workshops, leadership development programs, and strategic planning in the United States and around the world, and coaches numerous senior leaders in universities and independent schools. His clients include schools in Europe, Asia and North America, including large and small institutions and Tier 1 universities.
Among his accomplishments are the development of evaluation methodologies for governing boards and senior academic and administrative leaders, co-founding the School Leadership Institute for the National Association of Independent Schools, being on the faculty of a major leadership development program for land-grant universities in the United States, and authoring or co-authoring numerous articles and white papers on issues in governance and leadership of schools and universities.
Dr. Frankel is a member of the governing board at the Wildwood School (Los Angeles), and he lives in St. Louis with his wife, Jacqueline. Their son, Alex, lives and works in Los Angeles. Dr. Frankel’s undergraduate degree is from the University of Utah, and he completed his Masters and Ph.D. at Emory University in Atlanta, GA. Dr. Frankel has been part of Triangle Associates for over 20 years.
Phil joined ISM as a full-time Consultant in 2023. A nationally recognized leader in philanthropic efforts and a renowned speaker, his expertise is in fundraising and development.
Phil most recently served at Ravenscroft School in North Carolina. In over 20 years with this school, starting as the Director of Development and transitioning to the Associate Head of School for Philanthropy, he helped establish 75 new endowments equating to nearly $14M raised in outright and deferred gifts.
Phil started his career in 1987 at Washington International School in Washington, D.C. Since that time, in his 36 years of independent school advancement work, he has served four additional schools.
At St. Albans School in Washington, D.C., he collaborated on a $15 million capital campaign. At Norwood School in Maryland, he headed development programs that included another $15 million capital campaign. He has also served at Sandy Springs Friends School and Landon School, both in Maryland.
Phil was a founding faculty member for ISM’s Advancement Academy and has served as a planning architect, instructor, and mentor for over 12 years.
Phil has presented at more than 30 local and national conferences, such as CASE, NAIS, NCAIS, AISGW, and NCPG. He served as Chair of the 38th annual CASE-NAIS national conference, served as a member of the CASE District III Board, and is a member of the CASE Laureates.
Phil earned his bachelor’s degree in political science from the University of Richmond in Virginia. He holds Leader Certification through ISM’s International Advancement Program (IAP−L).
Brett joined the SAIS team in July 2024, having most recently served as the chief executive officer at The Mount Vernon School in Atlanta. During his tenure, the school experienced exponential growth in enrollment and gained a national reputation for innovation in education. Illustrating this, Mount Vernon’s upper school launched a school-within-a-school model, Innovation Diploma, whose students have served as consultants for Delta, Mercedes, AT&T, Porsche, and the National Center for Civil & Human Rights. In 2012, Brett started an R&D lab known as Mount Vernon Ventures, serving educational communities throughout the world. Over the past decade, Ventures has welcomed over 1,000 teachers and administrators to education visitation days, workshops, and summer conferences. Recently, he founded Mount Vernon Online, an online high school, enrolling its first cohort of students in August 2022.
The transformational story at Mount Vernon was recognized in 2021 by NBOA when Brett received the inaugural Jeffrey Shields Innovation in Operations Award. Additionally, he was highlighted by the Atlanta Business Chronicle as one of the 2017 Most Admired CEOs in the education category. Prior to coming to Mount Vernon, he served as head of school at Second Baptist School in Houston, Texas, where he began his teaching career and deepened his expertise as division head, dean, and development director.
Debra P. Wilson is the ninth president of the National Association of Independent Schools (NAIS).
From 2019 until 2023, Wilson served as president of the Southern Association of Independent Schools (SAIS), where she led the organization through a period of growth and supported school leaders in her region through the COVID-19 pandemic. Her SAIS role followed 19 years at NAIS, first as assistant director of regulatory affairs and later as general counsel. In that capacity, she oversaw regulatory and advocacy work for the organization, supported schools in crises, advanced best practices in governance, and created dozens of legal advisories along with other informational resources. Before joining the NAIS staff, Debra was a tax litigator at the Department of Justice.
Speaking frequently on topics such as leadership and governance, school safety and risk, and community health and well-being, Wilson is also co-author of the NAIS Trustee Handbook (10th and 11th editions).
Jim is an Assurance Partner and Co-Leader of the K-12 and Not-for-Profit practice of Brown Edwards. He is based in the Harrisonburg office and has over 20 years of accounting experience, with a focus on not-for-profit organizations, including foundations, private education, healthcare entities, and other social service organizations. In addition, Jim has a wide range of experience in other industries, including employee benefit plans, manufacturers, utilities, and cooperatives.
Jim is a member of our peer review services team, providing quality reviews to regional public accounting firms around the country.
Jim holds a Bachelor of Science in Accounting and a Master of Accountancy, both from Virginia Tech. He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.
Jim serves as a board member at his local chapter of the Institute of Management Accountants (IMA), the Harrisonburg-Rockingham Historical Society, and Redeemer Classical School. In addition, he serves on the finance committee of his local church and has board/committee positions on several other not-for-profit organizations.
