2022-23 Trustee Series

Registration is now open!

ISACS is offering virtual educational sessions for boards and heads: Trustee Series 2022-23. A one-hour webinar on important governance topics will be held each of the following months: August, September, October, November 2022 & January – May 2023. In December and May there will be bonus sessions in a roundtable format specifically for incoming & current board chairs.

Trustee Series Brochure
2022-23 Trustee Series Brochure

Audience
For trustees of independent schools & heads of school.

Series Dates & Time

Series Dates & Time

Live webinars will take place via Zoom, 3:00 – 4:00 pm central/4:00 – 5:00 pm eastern on the following Thursdays:

August 25, 2022
September 15, 2022
October 13, 2022
November 17, 2022
December 1, 2022 - Roundtable for incoming & current board chairs only
January 12, 2023
February 16, 2023
March 16, 2023
April 13, 2023
May 4, 2023 – Roundtable for Incoming & current board chairs only
May 18, 2023

To accommodate busy schedules, webinars will be recorded and available to registered schools and their trustees until July 31, 2023, unless otherwise noted. The November 17 and May 4 sessions for incoming and current board chairs will not be recorded.

All trustees and heads who plan to attend the live presentation MUST pre-register on Zoom for each webinar, see "Important Registration Info" tab below on how to pre-register your trustees and heads for each webinar on Zoom.

Trustee Series Details

Trustee Series Sessions

Trustee Series webinars will take place from
3:00 – 4:00 pm central/4:00 – 5:00 pm eastern

THURSDAY, AUGUST 25, 2022
Maximizing Board Culture & Communication
Rob Evans, Psychologist Author & School Consultant
The long-term success of a school depends crucially on its culture, its shared understandings about purpose, and process. An effective board operates in ways that both reflect and reinforce the school’s culture. The stresses of the past three years have forced many schools and boards out of not just their comfort zone but their culture zone. How can a board gauge and improve the well-being of its own contribution to the school’s culture? What role does the board play in the ability of the head of school to fulfill their role —and be sustainable? Evans will outline key steps and lead an interactive discussion about these issues.
THURSDAY, SEPTEMBER 15, 2022
Effective Structures, Processes & Practices for Board Success
Lynn Wendell, Independent School Governance Expert
You understand the important governance role the board plays in providing effective school leadership, but do your existing board structures, processes, and practices support your work as well as they could? We will discuss how boards can be sure that they are set-up for success. Topics will include: setting annual board and committee goals, the important roles of board committees and committee chairs, the role of the board’s executive committee, the annual board calendar, and more. Bring your questions.

THURSDAY, OCTOBER 13, 2022
Engaging with Stakeholders: How Boards Can Calm Rather than Fan the Flames
Marc T. Frankel & Abigail DeLessio, Triangle Associates
School communities often mirror the social and cultural tensions and conflicts abroad in the larger society. While the work of restoring peace falls mainly on administrators, board members must be “allies in calm” with heads of school and avoid actions that predictably make the situation worse. Frankel and DeLessio will explore the board’s often misunderstood role in stakeholder engagement and develop a set of practices for trustees to follow both in good times and when conflagrations erupt in the community.
THURSDAY, NOVEMBER 17, 2022
Vision & Strategy Design for a New Era
Tim Fish, National Association of Independent Schools (NAIS)
Rethink strategic planning in this energizing session designed to provide the context and tools needed to gain a clearer picture of the future and to develop an effective vision and strategy for a new era. Fish will reflect on strategic planning used by many schools and share insights on practical ways for school teams to engage in strategic design that supports long-term sustainability and differentiation.

THURSDAY, JANUARY 12, 2023
What’s Ahead: Trends & Data for Your Board
Donna Orem, NAIS
What is the national landscape for independent schools? Orem will examine national trends and data to support your board’s strategic thinking for short and longer terms.

THURSDAY, FEBRUARY 16, 2023
Supporting DEI+ at the Board Level
Sumant Bhat, Stanley British Primary School
It has become increasingly important for independent schools to have clarity around their commitment to diversity, equity, and inclusion. While much of this work rightfully lives at the operational level, the board can play an important role in supporting the head of school, advancing the strategic vision of this work, and providing accountability for the progress, all while remaining at the right altitude. This webinar will provide examples of ways to elevate your board’s work around DEI including creating a board committee, writing an inclusion statement for your school, intentionally building your board’s cultural competency toolbox, and engaging in scenario discussions.

THURSDAY, MARCH 16, 2023
NAIS Legal Updates for Boards
Megan Mann, NAIS
National Association of Independent Schools’ Legal Counsel Megan Mann will cover the latest legal trends and issues facing independent schools across the nation.
THURSDAY, APRIL 13, 2023
Effective Head Support & Evaluation
Terry Moore, ISM Executive Consultant
Moore will present the ISM model for effective Head Support and Evaluation. As we move away from a pandemic mindset and toward an endemic one, never has head support and evaluation been more important. In this interactive webinar, Moore will help participants understand why effective head support and evaluation is mission-critical, and prescribe a simple how-to, step-by-step process based on ISM’s 50 years of research and recommendations for effective practice. This webinar will be helpful to heads of schools and board members responsible for head evaluation.
THURSDAY, MAY 18, 2023
Looking to the Future: Governance & Leadership Trends Boards Should Consider in 2023-2024
Anne-Marie Balzano, Mission & Data
Your board can anticipate topics and trends to be aware of as you plan for the 2023-24 year through this webinar. Mission & Data analyzes national trends; Balzano will provide a data analysis preview to help strategically position your board’s work to anticipate what’s next for your school.

Bonus Sessions for Board Chairs

Board Chair Roundtables will take place
3:00 – 4:00 pm central/4:00 – 5:00 pm eastern and will NOT be recorded.

THURSDAY, DECEMBER 1, 2022
Board Chair Roundtable I
Marc T. Frankel & Abigail DeLessio, Triangle Associates
Join us for a facilitated conversation on issues board chairs confront. We will invite your engagement to share and hear from peers.
THURSDAY, MAY 4, 2023
Board Chair Roundtable II
Lucinda Lee Katz, Former Head of School & Board Chair & Irvenia Waters, Former Board Chair & Executive Coach
Join us for a facilitated conversation on issues board chairs confront. Former board chairs themselves, Katz and Waters invite your engagement to share and hear from peers.

Community of Learners

Important Registration Info

Registration Confirmation & Zoom Pre-Registration Instructions

Once your school's registration is complete, an order confirmation email will automatically be sent to the contact person.
Approximately one to two weeks prior to each Trustee Series webinar, ISACS will send a confirmation email to the contact person who registered on the ISACS website with details of the upcoming webinar including the pre-registration Zoom link.
THE CONTACT PERSON NEEDS TO SHARE THE PRE-REGISTRATION ZOOM LINK(S) WITH ALL HEADS AND/OR TRUSTEES WHO PLAN TO ATTEND THE LIVE WEBINAR(S) AS THEY MUST PRE-REGISTER ON ZOOM.
One hour prior to each webinar, a Zoom reminder email will be sent to all those heads and trustees who pre-registered.

If you do not receive these emails prior to each Trustee Series webinar, please contact Karen Zeitlin at karen@isacs.org. It is possible your email address was entered incorrectly OR your registration was not completed.

Accessing Recordings

Recorded Webinar Access

Trustee Series webinars will be recorded unless otherwise noted.
Trustee Series registrants can access recorded webinars via the Zoom On-Demand Recordings until June 30, 2023 unless otherwise noted. This should allow members of your school community to listen and view the webinar at a convenient time.
Any content and/or conversations that occurred in Zoom breakout rooms were not recorded.
Instructions will be sent within 1-2 days of the live presentation to the contact person registered on the ISACS website as well as anyone pre-registered on Zoom for that particular webinar.
Passwords are not required to access the recordings; however, Trustee Series registrants will be prompted to complete a Zoom On-Demand Online Form before gaining access to each webinar.

ISACS RECORDING & RESOURCES DISCLAIMER:
Trustee Series recordings and presenter resources are provided only to those schools that have registered for the Trustee Series. By accessing the recording and resources, you are notified that these links and its contents should not be copied or distributed to those outside of your school community. The recording and resources are provided solely for the use of the registered school entity for the purpose of professional development for that specific school community and should not be shared with those outside your school community. Copies of the recording or the resources must not be made or distributed.

At ISACS, our goal is to create, support, and protect a trusting community of learners where it is safe to share with each other. To that end, ISACS prohibits the recording of any portion of the Trustee Series webinar as well as the unapproved posting of presenter or participant comments or resources from ISACS virtual sessions. Adhering to these policies allows ISACS to offer this extended listening opportunity to facilitate a more flexible schedule in support of our member schools. Failure to do so would constitute a breach with our contracted presenters.

ISACS will contact any non-registrant who completes the online form and will require a registration fee.

For more information or questions, please contact
jacob@isacs.org or karen@isacs.org.

RG175 is a retained search firm focused on Head of School and Senior Administrative positions in Independent Schools. All consultants are long serving Heads and/or Senior Administrators.

John Farber, Managing Partner

www.rg175.com

How to Register Your Board

Please remember that only ONE person per school needs to register which will provide your entire board and head access to the Trustee Series.

This person will become the contact person and receive additional communications from ISACS throughout the 2022-23 year including links, important reminders, and post webinar resources. This contact person should share all details with the head of school and board of trustees.

HOW TO CREATE A PROFILE OR LOG IN
HOW TO REGISTER

HOW TO CREATE A PROFILE OR LOG IN

CREATE A NEW/SIGN INTO YOUR CONTACT RECORD

(This is for anyone who needs to create a new contact record or has not signed into the Member Portal and created a new password since July 2021.)

Visit the Member Portal and select the “Sign-Up” tab
Enter your SCHOOL email address & create a new password
- Make sure your email is spelled correctly or you will not receive the verification email during the next step
- Do not attempt to use the “reset your password” function as all passwords were erased for security purposes when we migrated systems in July 2021
Follow the prompts to send the verification email and then click on the “Confirm my account” link in that email
- Check your quarantine, spam, and junk folders
Identifying and/or Creating a New Contact Record
- If you were in the previous ISACS database, the new system will identify you based on your name and/or email domain, link your record to the school, and prompt you to update
- If you were NOT in the previous ISACS database, the new system will begin the contact record creation process, during which, be sure to search for your school to be properly linked

LOG INTO YOUR CONTACT RECORD

(This is for those who have already logged into their contact record in the Member Portal and created their new password after July 2021.)

Visit the Member Portal and select the “Log In” tab
Enter your SCHOOL email address and password
- If you forgot your password, click on “reset your password”*
  - *Resetting your password will only work if you have previously logged into the new system and created a new password. Otherwise, there is technically no password to reset as all of them were erased during migration in July 2021.

Create/Sign-Up/Log In Instructions (PDF)

HOW TO REGISTER

REGISTERING FOR THE TRUSTEE SERIES

Please note that registration for this webinar series is per SCHOOL, so only ONE person per school needs to register to provide your entire board & head access to the Trustee Series.

Once you have logged into your contact record via the ISACS Member Portal, click on the "EVENTS" tab in the black tool bar, click on "Register for Events", scroll & select the thumbnail icon for the "2022-23 Trustee Series".
Once you are on the event page, click on "REGISTRATION" (blue hyperlink under the date) to begin the registration process.
Follow the registration steps in sequential order using the blue “Next” button in the bottom right corner to advance. Make sure to answer all required questions.
Payment can be made via electronic check/bank/ACH, credit card, OR you may select "Bill (School Name)" or "Send me an invoice/pay at a later time". You are responsible for forwarding the invoice on to your school for payment.
Once registration is complete, the registrant will receive a confirmation email with details and a separate email that includes a paid receipt or an invoice. Registrants may receive additional confirmation emails from ISACS.

Questions regarding registration, please email karen@isacs.org

Registration Fees & Details

ONLY ONE "TRUSTEE SERIES" REGISTRATION IS NEEDED PER SCHOOL FOR FULL ACCESS TO THE 11 ONE-HOUR LIVE WEBINARS AND RECORDINGS FOR YOUR HEAD AND BOARD.
$600 per school for ISACS member schools.
$700 per school for non-member schools.
All trustees and heads who plan to attend the live presentation MUST pre-register on Zoom for each webinar, see "Important Registration Info" tab above on how to pre-register your trustees and heads for each webinar on Zoom.
To accommodate busy schedules, webinars will be recorded and available to registered schools until June 30, 2023, unless otherwise noted.

Getting Started with Zoom

Where do I download the latest version of Zoom?
You can download the latest version of Zoom from our Download Center. Learn more about downloading Zoom.

How to I use Zoom on my PC or Mac?
After downloading Zoom, learn how to use the Zoom Desktop Client.

Do you need an account to participate?
A Zoom account is not required if you are strictly joining Zoom Meetings as a participant. If someone invites you to their meeting, you can join as a participant without creating an account. Learn more about joining a Zoom meeting.

How do I signup for Zoom?
You can sign up for a free Zoom account at zoom.us/signup.

How much does Zoom cost?
A basic Zoom license is free. Learn more about available Zoom plans and pricing.

Joining a Zoom Meeting

How do I join a Zoom meeting?
You can join a meeting by clicking the meeting link or going to join.zoom.us and entering in the meeting ID. Learn more about joining a meeting.

How do I join computer/device audio?
On most devices, you can join computer/device audio by clicking Join Audio, Join with Computer Audio, or Audio to access the audio settings. Learn more about connecting your audio.

Can I Use Bluetooth Headset?
Yes, as long as the Bluetooth device is compatible with the computer or mobile device that you are using.

Do I have to have a webcam to join on Zoom?
While you are not required to have a webcam to join a Zoom Meeting or Webinar, you will not be able to transmit video of yourself. You will continue to be able to listen and speak during the meeting, share your screen, and view the webcam video of other participants.

Cancellation & Questions?

Cancellation Policy for Virtual Programming
ISACS does not provide refunds for the Trustee Series.

Questions?
Contact Karen Zeitlin at karen@isacs.org or Jacob Isaac at jacob@isacs.org.

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