2027 Finance Series Resource Page
Thank you for joining us for this year's Finance Series!
Here you will find each session's description, speaker information, and recordings as the webinars occur.
Questions? Please contact Dena Torino.
Thank you for joining us for this year's Finance Series!
Here you will find each session's description, speaker information, and recordings as the webinars occur.
Questions? Please contact Dena Torino.
The New Enrollment Economy
presented by Chris Harper, CEO/Co-founder of Roosevelt Solutions Inc. and Adjunct Professor of Finance at Columbia Teachers College
Recording & Resources
- Recording
- Slides
- Survey
Description:
Enrollment isn't just a marketing challenge anymore, it's a financial one. This session examines how demographic shifts, growing affordability concerns, and evolving family expectations are rewriting the rules of school finance. We'll explore what these forces mean for tuition strategy, financial aid, and the assumptions baked into your budget, and how to build enrollment planning that holds up in a very different market.
What we covered:
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The Cost of Talent
presented by Chris Harper, CEO/Co-founder of Roosevelt Solutions Inc. and Adjunct Professor of Finance at Columbia Teachers College
Recording & Resources
- Recording
- Case study
- Case study answer key
- Dashboards
- Slides
- Survey
Description:
Your people are your mission and your biggest line item. This session takes an honest look at compensation, retention, benefits, burnout, and the staffing models that define independent schools. In a labor market where great educators have more options than ever, we'll examine how to think strategically about what talent costs, what it's worth, and how to invest in the people who make your school what it is.
What we covered:
.
From Stability to Sustainability
presented by Chris Harper, CEO/Co-founder of Roosevelt Solutions Inc. and Adjunct Professor of Finance at Columbia Teachers College
Recording & Resources
- Recording
- Slides
- Case Study
- Survey
Description:
Being stable today is not the same as being sustainable tomorrow. This session moves beyond the annual budget to long-range financial modeling and strategic decision-making under real uncertainty. We'll explore how to stress-test your assumptions, plan across multiple scenarios, and make the kind of forward-looking choices that keep a school strong for the next generation, not just the next fiscal year.
What we covered:
.