Finance Institute | History

2020

Crowne Plaza Ravinia – Atlanta, GA
Attendees: 41

2019

Franklin Marriott Cool Springs – Franklin, TN
Attendees: 36

2018

Crowne Plaza Charlotte Executive Park – Charlotte, NC
Attendees: 32

  • Josh Clark, Independent School Finance for English Majors, Historians, Coaches, Aspiring Heads, and Other Leaders
  • Jeff Mitchell, Making the Most of DASL for Your School Finances
  • Steve & Adam Mandell, Schools as Great Places to Work
  • Damian Kavanagh, Budgeting Practices and Recent Research on Reserves
  • Palmer Ball, Managing the Mountains of Data and Financial Planning Tools for Successful School Leadership
  • Suzanne Spunzo & Michael Murray, Endowment Best Practices

2017

Attendees: 15

2016

Attendees: 27

2014

SAIS Office – Atlanta, GA
Attendees: 14
Speakers: Marifred Cilella & Barb Egan

  • The Math of Budgeting
  • Budgeting from the Head’s Perspective
  • Budgeting from the Business Officer’s Perspective
  • Identifying the Key Parts of the Financial Operation
  • You are Who

2013

SAIS Office – Atlanta, GA
Attendees: 25
Speakers: Barb Egan & Dale Mullarkey

2012

SAIS Office – Atlanta, GA
Attendees:
Speakers: Barb Egan & Dale Mullarkey

2011

Emory Conference Center and Hotel – Atlanta, GA
Attendees: 14
Speakers: Barb Egan & Dale Mullarkey