Trustee Training: Financial Wellness for Trustees & School Leaders

Is your school’s current trajectory sustainable in the long-term? What actions can you take in the next five years to ensure future choices?

• John Gulla (EE Ford) will share the culture and indicia of sustainable and unsustainable schools. He will offer critical dimensions schools should investigate with depth, data, and honesty to assume a long-term economically sustainable school with an honorable purpose and reasonable expectation of success. 
• Building from this base, management consultant Bill Kummel will provide a quantitative model to assess and manage institutional strategy and economics. He will examine eight vital signs of an independent school’s general health and how these vital signs offer insight into a school’s life sustainability and how to change it, as well as introduce strategies to improve long-term sustainability.

Registration

• Free for participants from SAIS member schools
• $75 for participants from non-member schools
• Open to heads of school and board members

Speakers

John Gulla

John Gulla became president of The Edward E. Ford Foundation in July 2013. From 1998-2012, he was head of The Blake School and previously held administrative positions at Riverdale Country School, Isidore Newman, and Saint Ann’s. John earned an undergraduate degree from Amherst College and an M.A. from Teacher’s College, Columbia University.

Bill Kummel

Bill Kummel is a principal of Rational Partners, a New York-based management consultant to independent schools and colleges in institutional economics. His work measures and evaluates near and long-term institutional market position, comparative advantage, and financial sustainability. Bill holds an M.B.A. and J.D. from Georgetown and a B.A. in architecture from Yale.

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