Sessions

Elevate 2026 begins with a powerful look ahead. Join Scott Spethman, FACTS President, and Jeremy Penner, Director of Product Strategy, as they unveil the next chapter of FACTS by introducing FACTS Intelligence, our unified vision for connecting school operations, data, and decision-making in one seamless ecosystem. For nearly four decades, FACTS has partnered with schools to simplify complexity. Now, we’re building on that foundation with a clearer, more connected future, where enrollment, student information, tuition and financial aid, communication, and reporting don’t live in silos, but work together to give school leaders real insight and confidence. At FACTS, heart has always guided our work. Now, intelligence powers it.

If you were given the name Amelia Earhart, would you learn to fly? Speaker Amelia Rose Earhart was faced with this exact question… and chose to go all in, completing her private, instrument and commercial flight training with the goal of someday flying all the way around the world- just like the incredible American hero she was named after- Amelia Mary Earhart. In 2014, she completed her goal- circumnavigating the globe along a 28,000 nautical mile route- all in a single-engine aircraft. This modern-day Amelia Earhart says the most important lesson she learned during her journey is that in order to truly succeed, and also grow along the way, we need to learn to love life’s turbulence- by staying agile amidst the storms that inevitably pop up along each of our paths. In her recently published book, Learn to Love the Turbulence: “Flight Lessons” on becoming the pilot in command of your own journey, Amelia shares ways to think like a pilot to move through life with agility and confidence. Her story isn’t all smooth sailing. In fact, it’s going to be a bumpy flight, so keep your seatbelts fastened!

The playbook for school recruitment has changed—and today’s families expect more than information; they expect an experience. In this energizing keynote, Rick Newberry, Ph.D., unveils The 8 New Rules of Recruitment—a framework for how independent and faith-based schools can attract, inspire, and enroll right-fit families in a changing world. Drawing on insights from hundreds of schools nationwide, Rick will show how authentic relationships, purposeful storytelling, and intentional design are transforming the enrollment journey. Along the way, he’ll explore how emerging tools such as AI and data analytics can support these human-centered strategies, helping schools personalize communication, streamline processes, and build deeper connections. You’ll leave inspired and equipped to transform your admissions process from routine to remarkable, creating a family experience that connects emotionally, aligns with your mission, and drives enrollment growth.

Join Baton Rouge, Louisiana Principal Jared Lamb as he shares the story and philosophy behind being “The Principal with No Office.” Jared gave up his office and spends his days with a rolling cart, traveling through the halls of his school so he can make real connections with teachers. Through real-world experiences and practical insights, Jared explores how innovative leadership, visibility, and meaningful relationships can transform school culture and strengthen connections with students, staff, and families.

During this session we will dive into the FACTS Grant & Aid Assessment and how you can utilize it to streamline your awarding process and fund management. In this session we will: Look into fund creation and how internal tracking and custom fund configurations can help award eligibility determination, explore award methodologies and how they can be used to help calculate awards, go over Award summaries and how to create custom ones to help organize data, learn how to customize award notifications to clearly communicate awards and denials.We will also touch on student verification and how it can help bridge gaps between departments or institutions.

Learn and review the processes to close out a school year and open a new year in FACTS SIS, followed by facilitated working time to collaborate and to walk through closing out your 25-26 school year and preparing to open up your 26-27 school year.

This session will teach administrators how to create, configure, and assign childcare plans using the FACTS live time clock billing solution. Clock students in and out, and automate your billing processes to make everything easier for your childcare center, accounting office, and most of all, your families.

This session is designed for Administrators tasked with configuring and implementing FACTS SIS Cafeteria. We will walk through how to create cafeteria groups, input menu items, add those items to the cafeteria calendar and configure your family portal for parent viewing and ordering. We will move all the way to billing for lunches, best practices, tips and tricks. By the end of this session, you will be ready to use lunch ordering and cafeteria billing from start to finish!

Unlock the key to your school's success with effective Attendance management! Join us as we delve into Attendance in the SIS, covering how to identify and modify Attendance Configuration settings, and take Student and Class Attendance. We'll also review Attendance reports and share valuable tips and tricks. Don't miss this opportunity to enhance your school's Attendance processes and drive success!

New to the world of admissions and need some professional development to get you grounded in your position? Learn what is best practice in each area of admissions from an Enrollment Management Pro. Gain an awareness and appreciation for the numerous ways you can customize your FACTS experience to supercharge your admission process. 

Designed to streamline the financial aid process, FACTS Grant & Aid gives school administrators flexible tools to manage the process from analysis to awarding, while making it easy for families to apply for financial help. If you're new to your role using FACTS Financial Aid, this is the session for you.

Discover how to automate essential FACTS SIS tasks typically handled manually by an Administrator. In this session, you'll learn to automate processes such as sending attendance emails, generating gradebook reports, and providing behavior updates to parents. Join us to streamline these tasks and enhance your administrative efficiency!

(For those who have navigated 2+ admissions seasons with FACTS.) Embrace the full capabilities of your A&E system. Comfortable navigating your A&E screens but ready to take it up a notch? We’ll provide a quick check-up and then prescribe the most helpful advanced features in Inquiry, Application and Enrollment. You’ll walk away empowered to utilize your resources to accomplish more in less time.  

Current users of Advanced Accounting are invited to join us for a Q&A session where you can learn from both an instructor and your peers. Gain a deeper understanding of your general ledger account mapping and FACTS reporting and return to your school with enhanced knowledge and confidence in managing your accounts. Don't miss this opportunity to improve your skills and connect with others!

Ditch the paper forms and join us for an exciting session tailored for administrators, where you'll master the art of creating and managing web forms within the FACTS Family Portal. Discover how to empower parents, students, and staff members to effortlessly submit surveys, registrations, volunteer information, and more—all electronically. Plus, learn how to seamlessly save these submissions directly to the FACTS SIS database. Don't miss out on this opportunity to streamline your processes and enhance communication!

This session is designed for new administrators using FACTS SIS. In this training you will learn how to navigate the FACTS SIS home page to locate your resources along with learning how to configure and manage your system's basic configurations such as: year and term, system defaults, grade levels and attendance including marking off school holidays. You will also learn how to manage your Family Portal configuration settings as well as review announcement and calendar event creation to best communicate with your families.

Get ready for an engaging and informative FACTS SIS training session designed for new administrators! In this session, you'll learn how to customize your database with defined lists, portfolio groups, and user-defined fields, as well as manage crucial student information such as behavior records, parent-teacher conference details, and student portfolios. We'll also cover effective communication strategies, including sending emails to families and managing their access in the Family Portal. Additionally, you'll gain essential skills in attendance management and learn how to run various reports using the Report Manager. This comprehensive training is designed to equip you with the tools and knowledge needed to efficiently navigate and utilize FACTS SIS.

Join us for an immersive pre-conference training session tailored to equip administrators with the foundational skills needed to efficiently manage classroom tasks using the SIS Classroom. This hands-on session will explore key tools and workflows, including attendance, lunch ordering, grading, and communicating with families ensuring you're prepared for a seamless start and smooth management of the school year.

Get ready to build a strong foundation in FACTS Financial Management with this engaging pre‑conference session designed for new school users. We will explore the Payment Plan Dashboard, Roster Management, and Customer Profiles to help you understand how key components work together. Learn how to manage Pending Agreements, confidently use essential Servicing Options for Finalized Agreements, and leverage the top five reports every school should know. Join us to gain practical insight, best practices, and confidence navigating Payment Plans so you can support families and manage financial workflows with ease.

Get ready to unlock the full potential of your Premier Integrated FACTS system in this engaging and informative session. Designed for schools that are, or will be, Premier Integrated, we’ll explore how FACTS SIS and FACTS Financial Management work together to keep your roster clean, accurate, and up to date—while also simplifying your billing processes. Learn how to manage incidental charges such as Cafeteria, Child Care, General Charges, Course Fees, and Recurring Charges with confidence. We’ll share tips and best practices for entering and maintaining demographic information, handling split and complex family situations, and optimizing system workflows. Join us to master these tools, streamline operations, and make managing school finances and data feel effortless.

Simplify school scheduling with this engaging seminar that provides Scheduling fundamentals and equips you to configure your K-8th-grade scheduling in FACTS SIS. Learn to confidently navigate the scheduling tools and organize courses and classes with ease. You'll also discover practical techniques for managing group enrollments, helping you streamline your processes and support your school’s unique needs.

Join us for an interactive workshop where you'll get hands-on experience with schedule creation using the Auto Scheduler. We'll build on the knowledge you've gained in The Fundamental Building Blocks of Scheduling class to dive in to help you build your schedule. To get the most out of this session, you'll need to know in advance how to create templates, build schedule patterns, and collect course requests from students. Make sure you come prepared with student course requests for the 2026-2027 school year for grades 9 - 12 already collected in the SIS. Let's create an amazing schedule together!

This session is designed for school accountants not currently using FACTS Advanced Accounting software. We will provide an opportunity to learn more about what features the software offers and the benefits it provides.

This presentation will explore practical strategies for incorporating standards-based principles into traditional grading, offering methods to adjust the way grades are reported based on the standards to help teachers accurately report student learning, prioritize mastery of concepts, and provide more meaningful feedback on student progress. The purpose of grading should be to accurately report student learning based on clearly defined course standards. However, traditional methods of grading are typically influenced by non-cognitive factors, such as behavior and effort. While understanding these work-related behaviors is important, they often skew the perceptions of student success and are not good indicators of actual subject knowledge. To better align grading practices with student learning, there has been considerable discussion and research over the past few decades regarding standards-based grading (SBG). However, implementing SBG has presented numerous challenges for both educators and families due to the drastic changes in the way grades, under the standards-based framework, are collected and reported. Furthermore, implementing SBG with fidelity requires multiple years of refinement and professional development, making it a daunting initiative for any school. Yet, school leaders and teachers can still place an emphasis on standards and create grading practices that reflect student mastery by thoughtfully adjusting traditional grading methods and the grade book.

A practical, discussion-driven session on building sustainable support systems for teachers while protecting leadership capacity. The conversation centers on structures, priorities, and shared ownership that reduce burnout on both sides.

A collaborative conversation about how standards should (and should not) be used in instruction, assessment, and reporting. Together, we’ll examine how to separate useful data from noise and avoid overcomplicating measurement at the classroom level.

A facilitated discussion on balancing trust, accountability, and growth in evaluation practices. Participants will explore how feedback can meaningfully change classroom practice without increasing stress, paperwork, or performative processes.

Faith-based schools are increasingly looking for technology that supports strong teaching and learning while staying aligned with their unique mission and community values. In this session, the Toddle team will share how schools are using Toddle to bring together curriculum planning, classroom instruction, assessment, and communication in one connected platform. We will explore how Toddle supports flexible grading and assessment practices, collaborative curriculum design, and thoughtful AI tools that help educators plan more effectively and gain meaningful insights into student learning. The session will also highlight how schools are using Toddle to simplify workflows, strengthen collaboration among teachers, and keep the focus on what matters most: impactful teaching and student growth. Join us to see how faith-based schools are using Toddle to support their instructional goals while staying true to their mission and values.

When students walk into our classrooms and onto our campuses, they bring more than notebooks and devices; they bring their hearts, hurts, and hopes.  Research and experience show that strong culture and meaningful relationships are not “extras,” but the very foundation of effective teaching and learning.  In this session, we’ll explore how intentional relationship-building builds student engagement, strengthens retention, and creates environments where both academic excellence and a positive character can flourish. Participants will leave with practical strategies for cultivating a classroom and school culture that prioritizes connection while maintaining high expectations in academics.  We’ll also discuss how leaders can equip teachers to balance rigor and care, using relational practices to reduce disruptions, increase motivation, and inspire student growth. Whether you are a teacher or administrator, you’ll walk away with actionable tools to build a culture that makes learning stick…and transforms both students and schools.

Based on the work of eminent researchers such as Dr. Gabor Maté, Dr. John J. Ratey, and others, this workshop reframes ADHD-related challenges through a lens  compassionate, and developmental approaches to teaching and learning. Participants walk away with: A richer understanding of how attentional challenges can emerge from relationships and environment—not simply genes, Practical relational tools to support individuals struggling with focus, regulation, or motivation, and Greater self-awareness and empathy as facilitators, leaders, or caregivers.

I love change! That may not sound typical—so many people dislike it so much that we now talk about “change fatigue.” But what if we reframed it? Instead of treating change as disruption, we can see it as a possibility. Instead of asking, “How do we survive this?” Let's ask, “How do we thrive because of it?” Change in education often comes through new curriculum, technology, or shifts in philosophy. Teachers and leaders understandably resist when reforms feel endless or unsupported. Resistance is not weakness; it reflects deep care for students and practices that work. But when resistance blocks all experimentation, growth stalls. Resilience is the key. With a growth mindset, educators can see challenges as opportunities to learn. Leaders play a vital role: listening to concerns, modeling adaptability, providing resources, and clarifying purpose. Students, too, should be partners in this process. Their voices matter, and seeing adults model resilience helps them build adaptability—one of the most important skills for the future. The most meaningful changes don’t have to be sweeping. They are often small, intentional steps that strengthen learning, equity, and engagement. The challenge is to choose one change to lean into this year. When resistance gives way to resilience, success may not come instantly, but learning always does. The real risk is not in trying something new, but in choosing to stay the same.

In today’s classrooms, educators and students face relentless demands—academic performance, digital distractions, and high-stakes transitions. These pressures often lead to stress and burnout, yet with the right tools, every challenge can be a growth opportunity. This session offers a practical framework for sustaining motivation, well-being, and results. Drawing from my experiences as a master educator, international chess coach, and marathon runner, I share strategies educators can use immediately. mall Habits, Big Impact: Build momentum through micro-habits. Resilience Through Challenge: Apply endurance principles to academic and personal growth. Chess as a Framework: Assess, plan, commit—teaching confident decision-making. Growth Mindset & Mental Health: Brain breaks, breathing, and reflection for focus and balance. Community Support: Leverage families, teachers, and peers to amplify success. Through storytelling and hands-on tools, I connect personal transformation to classroom realities. Attendees leave with a “Do Better Toolkit” of strategies and prompts to reframe challenges, build resilience, and foster thriving learning environments.

Many classrooms appear successful on the surface—students are compliant, assignments are completed, and routines are followed—yet true learning may still be missing. This session challenges educators to examine the critical difference between student compliance and authentic engagement and to intentionally shift instructional practices to promote deeper learning. Participants will explore definitions of compliance and engagement, examining indicators that distinguish surface-level participation from meaningful involvement. The session emphasizes that compliance is teacher-directed, while engagement is student-directed, rooted in curiosity, purpose, and ownership. Educators will reflect on why compliance alone does not guarantee learning and how engagement leads to deeper understanding, long-term retention, and personal growth. This session will identify common barriers to student engagement and introduce high-impact, classroom-ready strategies that educators can immediately implement. Participants will leave with a clearer understanding of what authentic engagement looks like and practical tools to move students beyond “going through the motions” toward ownership, deep thinking, and meaningful learning.

The expression of kindness, patience, and empathy by educators has a profound impact on student outcomes and classroom culture, serving as a powerful response to many of the challenges schools face today. This session equips educators with the strategies needed to leverage these essential qualities in their daily practice, positively impacting student growth, engagement, and overall school culture. Additionally, educators will discover effective communication techniques, such as active listening, so that they approach disciplinary issues and challenging conversations with students and colleagues in a way that prioritizes kindness, patience, and empathy in school culture. Throughout the session, participants will engage in hands-on activities, collaborative discussions, and self-reflection to support experiential learning. Educators will leave with practical tools they can immediately apply in their classrooms and schools, allowing them to support sustainable school improvement by strengthening culture through intentional action. Participants will be inspired to create schools where kindness, patience, and empathy drive both student success and professional fulfillment.

Strong foundational skills are the cornerstone of long-term student success, yet many educators struggle to balance academic rigor, engagement, and equitable learning supports. In this interactive session, Reginald Dixon draws from his book Dr. Dixon’s DIY Guide to the 1-2-3’s of a Child’s Educational Success – Book 1: Building the Foundation to share practical, classroom-ready strategies that strengthen teaching and learning across grade levels. Participants will explore a clear, actionable framework that supports foundational academic skills, student confidence, and instructional consistency. The session bridges theory and practice by offering real-world examples, reflection tools, and implementation strategies educators can immediately apply in their classrooms and schools. Attendees will leave with a deeper understanding of how to intentionally build learning foundations that support student growth, improve instructional outcomes, and align with schoolwide teaching and learning goals.

This session will empower educators and administrators to use tests results from MAP, Woodcock-Johnson, ACT or various other standardized tests to develop a plan for student growth and improvement. Cognitive procedures targeted at overcoming specific deficiencies revealed in academic test results will be discussed. Cognitive training has been used in private and public schools all over the United States in the past few years. It is providing real change for students with everything from ADHD to reading deficiencies and many other common challenges in our classrooms. Partnering test results with teacher observations, we can empower students with tools that bring measurable help to the challenges they face as well as break compensatory habits they have formed. This is not just for the students that struggle but also for advanced students wanting to grow in academics and confidence. See before and after results of students who have gone through cognitive training and had life-changing improvements. Participate in hands-on activities and get proven strategies that will empower administrators and teachers alike to help students who struggle.

This session explores the complex and rewarding dual role of the school leader who also maintains a classroom teaching commitment (e.g., instructional coach, department head, lead teacher). This role offers unique leverage to drive school-wide improvement, but it also presents significant challenges in balancing time, priorities, and roles. We will dive into: understanding the influence this dual role can have, prioritizing responsibilities, setting realistic expectations, and trusting and using your team.

If "turn it off and turn it back on" is your only tech trick, you're in good company. Join a fellow teacher who has cracked the code on simple, stress-free ways to put AI to work, making lesson creation, platform use, grading, communication, and more so much easier, all without accidentally becoming the IT department. Navigating AI in education can feel overwhelming, especially for teachers who are unsure where to start. This session will break down the process with clarity and practicality. Participants will explore a curated selection of AI tools, each matched to the tasks it does best, including: instructional material development, differentiation, assessment creation, grading and feedback, standards support, parent communication, project-based learning (PBL) design, small-group instruction, image design, Through real examples and classroom-ready demonstrations, teachers will learn simple, manageable ways to weave AI into daily practice to save time, boost creativity, and support student learning.

Staff burnout is not a weakness; it is a signal. In this dynamic and practical session, Pamela Furr and Dr. Manny Rodriguez introduce the NeuroAligned approach, equipping school leaders with neuroscience-informed strategies to regulate stress, rebuild emotional capacity, and create sustainable staff culture. Attendees will leave with actionable tools they can immediately implement to restore energy, strengthen leadership, and cultivate aligned, resilient campuses.

Today’s classrooms are shaped by high levels of stress and trauma. Students carry the weight of difficult experiences, and educators often face their own stress and burnout—frequently without enough support. When emotions run high, even strong instruction can break down. Don’t Trip Over Trauma: Building Resilience in the Classroom is a practical, research-informed session that helps educators respond with confidence. Instead of treating trauma-informed practice like a checklist, this session focuses on building resilience from the inside out—starting with self-awareness and emotional regulation. Participants will learn simple grounding strategies to manage stress, reduce reactive responses, and create emotionally safe, academically strong classrooms that support both student success and educator well-being.

This session combines key principles of nonprofit budgeting and cash forecasting, tailored to the unique needs of Private Education.

Join your peers for a highly interactive session of round table conversations focused on the practical realities of school choice, SGOs, and the emerging federal program layer. Participants will rotate through topic-based tables (facilitated by FACTS team members and partners) to share challenges, compare processes, and surface solutions together. Discussion themes will include: • Managing multiple funding streams: coordinating state and federal programs, working with SGOs, and tracking funds; Processes & operations: how schools are adapting business office, financial aid, and timing of funds as more external dollars come into play; Family and community engagement: educating families about programs and supporting them through complex applications.

This panel disussion brings together voices from SGOs, schools, and FACTS to explore how emerging state and federal school choice programs are reshaping funding, operations, and access for students. Panelists will share how they are navigating stacked funding streams (state + federal), coordinating with SGOs, and adjusting internal financial aid and business office processes as dollars and requirements evolve. We’ll focus on real-world practice rather than theory—what’s working, what’s hard, and how schools and SGOs are partnering with providers like FACTS to streamline applications, maintain compliance, and support families more effectively.

This professional development session supports school and program leaders in understanding how to effectively leverage available funding streams to enhance early childhood programs. Participants explore allowable uses of early childhood funds in early learning settings, alignment of funding to identified developmental and academic needs, and strategies for coordinating services such as early literacy, language development, family engagement, and transition supports. Emphasis is placed on designing supplemental services that are developmentally appropriate, data-informed, and compliant with federal requirements. Practical planning tools and real-world scenarios help leaders maximize resources, avoid supplanting, and ensure funds are used efficiently to support school readiness and long-term student success.

This professional development session supports school leaders in understanding how to effectively leverage Title funds to meet student and program needs. Participants will explore allowable uses of funds, alignment of services to identified needs, and strategies for coordinating Title I, Title II,  Title III, Title IV, IDEA and other federal resources. Emphasis is placed on data-driven planning, equitable services for nonpublic schools, and designing supplemental programs that demonstrate measurable outcomes. Practical tools and planning frameworks are provided to help leaders prioritize investments, avoid supplanting, and ensure funds are used efficiently and in compliance with federal requirements.

This session focuses on the critical transition from reserving financial aid awards in Grant Management to initiating tuition billing through payment plans. We’ll then turn to deposit collection and tuition contract processes, examining how timing, structure, and sequencing affect both family experience and cash flow. The discussion will highlight how these workflows often differ for new versus returning students and whether they occur within or alongside enrollment. Attendees will leave with practical guidance for structuring clear, efficient processes that support timely enrollment decisions and consistent collection.

This session focuses on building an efficient, consistent approach to financial aid awarding by prioritizing the information that matters most. We’ll discuss best practices for reviewing families, creating awarding reports that surface key data points, and categorizing applicants into groups to streamline decision-making. Attendees will learn how triaged awarding strategies can accelerate reviews while flagging families that typically require deeper analysis—most notably business owners—so time and attention are applied where they’re needed most.

This session breaks down how a financial aid need assessment works and highlights the key levers schools can adjust to better align with their families and institutional goals. We’ll walk through real-world examples of common customization choices—including expense configuration, asset inclusion, and tuition contribution expectations—and explore how those decisions impact awarding outcomes. The presentation is designed to be practical and approachable, with time built in for open discussion, questions, and shared challenges from participating schools.

Discover how to use data to level up your school’s advancement efforts. Learn what metrics to track, tools to simplify data management, and ways to turn insights into action. From personalized outreach to smarter campaign planning, this session will help you make data work for you and achieve bigger results.

We’re all playing for the same win: a school experience that feels seamless and supportive from the first inquiry to the final payment plan. This session invites admissions and business offices to step out of silos and into true partnership, creating a rhythm that feels collaborative and harmonious. Together, we’ll explore practical ways to sync timelines, speak the same language, and design handoffs that make both teams shine.

Integration between your SIS and FACTS financial products can be a game-changer—if you’re using it to its full potential. This session explores best practices for leveraging integration features and avoiding costly errors.  We’ll cover how to maximize integration benefits for efficiency and accuracy, identify and resolve “warning flags” before they impact your school’s finances, and learn how integration can simplify billing and payment management.

Avoid last-minute surprises by planning ahead for three important billing checkpoints:  Fall, Spring & Summer.  This session will focus on key items to consider in each season to make sure you are staying ahead of billing issues, providing actionable strategies to keep your school’s finances on track year-round.  We’ll cover how to make sure each family has a payment plan and each student is billed, reviewing delinquencies and prepay negative balances, and rolling balances or credits forward into the new school year term.

Between product updates and staff changes at your school, you might be missing things that could save you time in your role.  This session will guide you through checking key school information in FACTS Financial and updating important correspondence notices to make sure the right people are receiving information.  We’ll discuss best practices for payment plan set up, tips for invoicing for incidental expenses and review new system enhancements that can increase billing accuracy.

Private and faith-based schools across the country have open seats. Meanwhile, families who would thrive in those schools assume they cannot afford them. This session addresses that disconnect head-on. Kurt Lewis will guide participants through a strategic, mission-driven approach to financial aid that expands access without compromising sustainability. Through the “Five F’s of Financial Aid,” you’ll learn how to make smarter, more intentional tuition decisions that welcome more families, strengthen your enrollment, and advance your school’s long-term vitality.

Many schools don’t realize how much they overspend on redundant systems, unused subscriptions, and inefficient workflows. This session teaches participants how to perform a tech-stack cost audit to identify quick savings, streamline vendor relationships, and strengthen data integrity. Learn how other schools uncovered tens of thousands in hidden costs. Learn how to perform a straightforward technology cost audit, Discover common inefficiencies in school tech stacks, Evaluate opportunities for system consolidation and improved ROI, Understand how to reinvest savings into priority programs and staffing.

In this hands-on seminar, Business Office professionals will learn how to effectively integrate their accounting software and FACTS to create a comprehensive 13-week cash forecast. Participants will be guided through the process of extracting essential financial data from FACTS and their financial systems to transform it into a structured XLS format that accurately projects cash flows for the upcoming quarter.

Culture isn’t just a buzzword—it’s the engine that drives strategy, productivity, and mission fulfillment in independent schools. While classroom innovations often get the spotlight, the business office is uniquely positioned to shape culture in meaningful, lasting ways. From operations and finance to HR and cross-campus collaboration, business officers influence trust, engagement and growth every day. In this session, we’ll show how business office leaders can move beyond transactional tasks to become catalysts for a positive, high-performance school culture. You’ll learn strategies to foster collaboration, build confidence across departments, and ensure that the systems, policies, and daily interactions under your office’s purview reinforce a vibrant, mission-aligned community.

Leaders often have access to more data than ever, yet still struggle to gain clarity about what is actually driving performance. Financial reports feel disconnected from day-to-day operations, while non-financial metrics lack context for informed decision-making. This interactive session helps organizational leaders uncover unexpected insights by intentionally combining financial and non-financial metrics already at their fingertips. By pairing dollars with real-world drivers—such as students, programs, staffing, space, or engagement—participants learn how to move beyond static reports and toward metrics that spark clarity, alignment, and better decisions. Through practical examples and a guided worksheet, attendees will learn how simple “metric mashups” reveal efficiency, sustainability, and mission alignment. The result isn’t more reporting—it’s better conversations, clearer priorities, and increased confidence in how resources are being stewarded.

There are five key ingredients for a successful capital campaign. Without these processes and procedures in place, it is very difficult to be successful in raising money as a school. Join this session to learn practical processes you can implement in your school to make sure you are ready for a strong capital growth campaign. This session is applicable for any senior school administrator, finance officer, development officer, or board member.

Budgeting doesn’t have to live in complex spreadsheets. Neal Pike will share practical insights on how private K–12 schools can streamline budgeting processes, gain clearer financial visibility, and make more confident financial decisions.

This leadership-focused workshop provides Heads of School with a clear, high-level understanding of the emerging Federal Tax Credit Scholarship opportunity and its potential impact on schools. Designed to inform without overwhelming participants in policy details, the session emphasizes practical leadership decisions and immediate action steps.

This session on audit preparation will guide school leaders through the key steps to effectively prepare for and utilize an audit. Topics will include determining the appropriate level of audit service needed, understanding the purpose and scope of an audit, and leveraging audit findings for school improvement once the process is complete. Attendees will gain clarity on how audits can support their accreditation efforts and enhance operational efficiency.

K–12 business offices are facing the burden of increasing complexities: multi-source revenue, enrollment volatility, tighter reporting expectations, and a growing need to interpret financial and academic data together. This session explores how more connected school and finance systems can elevate financial decision-making and strengthen long-term planning by enabling clearer visibility into resources, performance, and operational trends. Leaders will see how shared data between core student platforms and modern financial systems reduces fragmentation, improves confidence in reporting presented to boards, and supports better forecasting -- using the real-life FACTS and Sage Intacct integration as one example. The discussion focuses on practical ways integrated information can advance financial stewardship, strategic planning, and mission alignment for schools of all sizes.

A practical introduction to how endowments work and why they matter. This session breaks down the basics—what an endowment is, how it’s funded, how it grows, and how it provides long-term, sustainable support for an organization’s mission. Whether you’re new to endowments or looking for clarity, Endowment 101 equips you with the foundational knowledge to steward resources wisely and plan for lasting impact.

What if a federal tax credit program could help more families afford tuition—while strengthening your school’s financial future?

This session breaks down how the dollar-for-dollar tax credit for donations to Scholarship Granting Organizations (SGOs) can expand access for K–12 students and create new opportunities for revenue stability and growth. Designed for school leaders, advancement teams, board members, and SGOs, we’ll explore how early, strategic planning helps you responsibly structure tuition, increase scholarship support, and build a compliant, sustainable model for long-term success. This isn’t just policy—it’s a practical path to greater access and stronger financial health.

Word of mouth is consistently the most trusted and influential factor in a family’s school decision—yet most schools rely on it passively rather than strategically. In this session, you’ll learn the 9 key drivers that fuel word-of-mouth growth and how high-performing schools intentionally activate them to strengthen enrollment. Building on proven insights around parent satisfaction, retention, and community engagement, this workshop moves beyond the idea that “happy parents will talk.” You’ll explore how trust is built, how stories spread, and how schools can create the conditions that naturally lead families to become advocates. Participants will leave with a clear framework for developing a word-of-mouth enrollment strategy—one that aligns leadership, faculty, staff, and parents around a shared responsibility for growth. This session is designed for schools looking to move from accidental referrals to intentional, sustainable enrollment momentum.

The best school marketing is usually word-of-mouth marketing! But how often do schools systematically and intentionally identify their biggest fans, and then develop tangible ways to utilize those "promoters?" We'll discuss the importance of Net Promoter Score, explore very practical ways to put your promoters to "work," and dive into a feedback tool that can revolutionize your rapport with parents.

The term "value proposition" gets tossed around frequently in education circles, but most leaders aren't quite sure what they mean by it. Here’s a quick thought experiment: if you asked each member of your Leadership Team to write down your school’s value proposition, how similar would their answers be? For most schools, the responses would vary widely. And yet, the irony is that if we asked the same question at the private school across town, we might be surprised to find how similar our (convoluted) answers sound. In this session, we will: Walk through a concise three-part definition of a school’s Value Proposition, Discuss the importance of defining your Right-fit Family®, and Challenge you to think deeply about the value your school creates in each Age-and-Stage®. A clear and compelling value proposition is more than a marketing phrase. It’s a framework for strategic alignment in the pursuit of healthy enrollment. Please join us for a collaborative conversation designed to help you lead with clarity, conviction, and distinction.

Too often, schools focus on messaging to families without first examining what students are actually experiencing day to day. Yet it is students, through what they feel, say, and carry home, who shape parent perception, trust, and long-term enrollment decisions. This session explores how intentionally designed scholar experiences can become a school’s most powerful and sustainable storytelling tool. Participants will examine the everyday moments that influence belonging, pride, and connection, and learn how to design simple, repeatable experiences that students naturally talk about with their families. Rather than focusing on marketing tactics, this session centers on creativity, student voice, and emotional experience. Attendees will work through a guided framework to identify signature moments on their own campuses, clarify the feelings they want students to associate with their school, and map how those experiences support retention and enrollment. Participants will leave with a practical plan they can begin implementing immediately rooted in what students experience, not what schools say.

In today’s competitive educational landscape, schools must differentiate themselves not only through academics but also through the experiences that shape student life. Athletics and extracurricular programs are powerful tools to attract families, build community, and enhance school culture. This session explores how intentional investment in these programs can boost enrollment, retention, and student engagement while reinforcing mission and identity. Drawing from real-world examples in Catholic and independent schools, participants will learn how to align athletic and extracurricular programming with institutional goals, develop marketing strategies that highlight student involvement, and foster pride that permeates the entire school community. The session will provide practical approaches for building sustainable programs, engaging alumni and donors, and balancing excellence in both academics and activities.

Many private and religious schools serve fewer than 100 students, and their leaders often feel pressure or embarrassment about their enrollment. Yet families frequently choose these schools precisely because they feel like a close-knit family where every child is known and valued. This session invites school leaders to shift from being "small by accident" to "small by design," embracing the strengths of familiarity, flexibility, and community. Participants will explore creative, low-cost ways to expand student experiences through short-term clubs, parent-led programs, and micro-activities that thrive in small settings. The session will also share practical strategies for growing enrollment thoughtfully while protecting the personal, family-centered culture that makes small schools special.

School leaders are focused on enrollment. But here’s the truth: families don’t just choose schools for academics—they choose schools where their children feel safe, seen, and protected. When safety is questioned—physically or emotionally—families quietly withdraw, students disengage, and trust erodes. This session explores the often-overlooked link between school safety and student retention—and how you can turn safety into a strategic advantage, not just a checkbox. You’ll learn how to elevate safety as a school value, improve family communication, and implement systems that build trust, reduce anxiety, and boost long-term enrollment. For private schools battling declining enrollment or family churn, this isn’t just a policy issue—it’s a leadership opportunity.School leaders are focused on enrollment. But here’s the truth: families don’t just choose schools for academics—they choose schools where their children feel safe, seen, and protected. When safety is questioned—physically or emotionally—families quietly withdraw, students disengage, and trust erodes. This session explores the often-overlooked link between school safety and student retention—and how you can turn safety into a strategic advantage, not just a checkbox. You’ll learn how to elevate safety as a school value, improve family communication, and implement systems that build trust, reduce anxiety, and boost long-term enrollment. For private schools battling declining enrollment or family churn, this isn’t just a policy issue—it’s a leadership opportunity.

Schools often focus on cutting expenses during budget pressure, but filling even a few additional seats can have a far greater financial impact. This session explores how enrollment growth drives revenue and why schools should focus on capturing demand earlier in the “dark funnel”- the stage where families research and compare schools before contacting admissions. Understanding this hidden phase can help schools attract more families and fill more seats.

Private and faith-based schools across the country have open seats. Meanwhile, families who would thrive in those schools assume they cannot afford them. This session addresses that disconnect head-on. Kurt Lewis will guide participants through a strategic, mission-driven approach to financial aid that expands access without compromising sustainability. Through the “Five F’s of Financial Aid,” you’ll learn how to make smarter, more intentional tuition decisions that welcome more families, strengthen your enrollment, and advance your school’s long-term vitality.

We’re all playing for the same win: a school experience that feels seamless and supportive from the first inquiry to the final payment plan. This session invites admissions and business offices to step out of silos and into true partnership, creating a rhythm that feels collaborative and harmonious. Together, we’ll explore practical ways to sync timelines, speak the same language, and design handoffs that make both teams shine.

Catholic schools succeed when diocesan strategy and school execution work together. Join Michelle Garcia to unpack a toolkit of campaigns, collaboration rhythms, and enrollment best practices, then see how to connect the plan to FACTS workflows. Walk away with an editable campaign-in-a-box and a clear action plan.

Admissions conversations are hard. Learn how to speak the truth in love while navigating offers, denials, and deadlines. This collaborative workshop blends best-practice tips with peer sharing so you leave with practical scripts, a tested framework, and language that builds trust and honors your school’s mission.

In this interactive session we’ll explore how to build a strategic, dynamic, year-round admissions event calendar that doesn’t rely solely on your department. Discover how to leverage existing school events and activities to create meaningful touchpoints with prospective families. You’ll leave with actionable strategies to boost visibility, drive registration, and enchant your audience.

Join Enrollment Managers from across the country for an energizing group networking session designed to foster connection, collaboration, and professional growth. Discover fresh perspectives, exchange proven strategies, and build meaningful relationships with fellow admissions professionals. This session will provide a dynamic space to learn, connect, and grow together.

In a world where technology is ever-present, schools can’t afford to leave families out of the digital conversation. This session explores how our school turned a required Parent Technology Night into a powerful platform for partnership, education, and culture-building. Learn how we use this annual event to do more than just review Responsible Use Policies, we engage families with real talk about digital habits, safety, and school expectations. From practical tips for managing devices at home to impactful presentations from law enforcement on the consequences of online behavior, this evening equips parents with tools and understanding. We’ll share how we frame this night as a support system, not a compliance meeting, and how it strengthens our school community. Attendees will walk away with a blueprint for creating an engaging, supportive, and mission-aligned tech night that empowers parents and positively shapes student behavior. Whether you're launching your first event or looking to revamp a tired format, this session will provide strategies, sample resources, and inspiration.

We all use FACTS for the basics: attendance, gradebooks, communications.  But what do you do when FACTS doesn't quite do what you need?  In this session we'll talk about ways we've made FACTS work for our unique situation, and get you thinking about ways you can customize at your school, such as: Create UDF to allow upload rather than manual entry; A million other UDF uses & granularity tricks; Customize your room number to include phone extension and teacher name; Descriptive section names; Appropriate admin access to see OTC meds for dispensing; Going paperless:  security & portfolio groups; Teach teachers to preview their grade reports PR/RC; Attendance codes to track and count various absence types; Family Portal announcements & links; Surveys versus Web Forms.

Private schools rely on technology to support their mission, but too often the tools meant to help end up creating additional complexity. Multiple logins, disconnected systems, and manual processes can slow down daily operations while increasing risk during critical moments like dismissal or emergency response. In this session, learn how the FACTS + Pikmykid integration helps private schools streamline daily operations while strengthening campus safety. By connecting student information, dismissal management, and campus visibility into one cohesive workflow, schools can reduce manual processes, improve communication with families, and ensure staff have the right information when it matters most. We will explore how integrated systems can simplify everything from daily dismissal coordination to emergency readiness, allowing schools to focus less on technology management and more on serving students and families. Attendees will leave with practical insights on how integrated platforms can reduce operational friction, improve staff confidence, and create safer, more efficient school environments.

Many schools don’t realize how much they overspend on redundant systems, unused subscriptions, and inefficient workflows. This session teaches participants how to perform a tech-stack cost audit to identify quick savings, streamline vendor relationships, and strengthen data integrity. Learn how other schools uncovered tens of thousands in hidden costs. Learn how to perform a straightforward technology cost audit, Discover common inefficiencies in school tech stacks, Evaluate opportunities for system consolidation and improved ROI, Understand how to reinvest savings into priority programs and staffing.

Designed for hands‑on SIS users, Dashboard Builder—powered by Power BI—helps schools move beyond static reports and spreadsheets to securely visualize and analyze their data through interactive, customizable dashboards. In this session, you’ll explore the pre‑built data visualizations available in Dashboard Builder and learn the basics on how to customize your own dashboards to identify trends, answer key questions, and turn everyday SIS data into meaningful, decision‑ready insights.

Get an exclusive look at the product development lifecycle at FACTS. We will Explain agile methodologies, CI/CD pipelines, and quality assurance practices. Learn how AI is changing the way we work, and how YOUR client feedback influences FACTS product evolution.

We will discuss emerging technologies like AI, machine learning, and cloud-native architectures, and how these these trends will impact FACTS education and financial management software.
We will give you a sneak peek at our three year roadmap and learn how our roadmap ensures we are positioned to meet the growing technology needs of our customers.

Learn how FACTS data interoperability reduces manual data entry, improves accuracy, and enables better decision-making for schools, including streamlined workflows, improved reporting, and enhanced student outcomes. We will share how and why FACTS is aligning with Ed-Fi standards, what it means for clients, and how it supports secure, standardized data exchange across platforms. We will finish with our future Vision, and discuss how interoperability enables innovation in analytics, data driven decision making and supports compliance with School Choice and other regulated programs.

Learn how to map workflows, regardless of the technology toolset, and identify paths for automation or efficiency gains, Hear how FACTS has implemented AI across the business to-date and our future plans as we continue to evolve, and discover how change management methodologies are leveraged to support individuals as their jobs evolve in a major way because of AI.

2025 was a big year with the accomplishment of several major technical milestones that ensure FACTS is positioned to rapidly innovate and deliver on what matters most to our customers. Come hear what we’ve accomplished and what that means for you. We will finish up our time with an open Q&A with our engineering leaders for you to ask us anything.

In today’s competitive educational landscape, schools must differentiate themselves not only through academics but also through the experiences that shape student life. Athletics and extracurricular programs are powerful tools to attract families, build community, and enhance school culture. This session explores how intentional investment in these programs can boost enrollment, retention, and student engagement while reinforcing mission and identity. Drawing from real-world examples in Catholic and independent schools, participants will learn how to align athletic and extracurricular programming with institutional goals, develop marketing strategies that highlight student involvement, and foster pride that permeates the entire school community. The session will provide practical approaches for building sustainable programs, engaging alumni and donors, and balancing excellence in both academics and activities.

Educational leadership has undergone a profound transformation over the past century from top-down managerial models to dynamic, collaborative approaches centered on community, reflection, and equity. In today’s rapidly changing educational landscape, effective leaders must not only understand how leadership theory has evolved but also apply this understanding to their own schools in practical, adaptive ways. This workshop invites current and aspiring educational leaders to examine how leadership has evolved, to audit and refine their own leadership skills, and to explore how theory and practice meet in real-world school contexts. Through interactive case studies, reflective exercises, and collaborative discussion, participants will leave with concrete strategies to strengthen their leadership identity and stay responsive to the demands of modern education.

Join your peers for a highly interactive session of round table conversations focused on the practical realities of school choice, SGOs, and the emerging federal program layer. Participants will rotate through topic-based tables (facilitated by FACTS team members and partners) to share challenges, compare processes, and surface solutions together. Discussion themes will include: • Managing multiple funding streams: coordinating state and federal programs, working with SGOs, and tracking funds; Processes & operations: how schools are adapting business office, financial aid, and timing of funds as more external dollars come into play; Family and community engagement: educating families about programs and supporting them through complex applications.

This panel disussion brings together voices from SGOs, schools, and FACTS to explore how emerging state and federal school choice programs are reshaping funding, operations, and access for students. Panelists will share how they are navigating stacked funding streams (state + federal), coordinating with SGOs, and adjusting internal financial aid and business office processes as dollars and requirements evolve. We’ll focus on real-world practice rather than theory—what’s working, what’s hard, and how schools and SGOs are partnering with providers like FACTS to streamline applications, maintain compliance, and support families more effectively.

This professional development session supports school leaders in understanding how to effectively leverage Title funds to meet student and program needs. Participants will explore allowable uses of funds, alignment of services to identified needs, and strategies for coordinating Title I, Title II,  Title III, Title IV, IDEA and other federal resources. Emphasis is placed on data-driven planning, equitable services for nonpublic schools, and designing supplemental programs that demonstrate measurable outcomes. Practical tools and planning frameworks are provided to help leaders prioritize investments, avoid supplanting, and ensure funds are used efficiently and in compliance with federal requirements.

A practical, discussion-driven session on building sustainable support systems for teachers while protecting leadership capacity. The conversation centers on structures, priorities, and shared ownership that reduce burnout on both sides.

Faith-based schools are increasingly looking for technology that supports strong teaching and learning while staying aligned with their unique mission and community values. In this session, the Toddle team will share how schools are using Toddle to bring together curriculum planning, classroom instruction, assessment, and communication in one connected platform. We will explore how Toddle supports flexible grading and assessment practices, collaborative curriculum design, and thoughtful AI tools that help educators plan more effectively and gain meaningful insights into student learning. The session will also highlight how schools are using Toddle to simplify workflows, strengthen collaboration among teachers, and keep the focus on what matters most: impactful teaching and student growth. Join us to see how faith-based schools are using Toddle to support their instructional goals while staying true to their mission and values.

Independent schools have invested heavily in safety tools, but our benchmark study of 85 US school safety leaders shows a persistent gap between what schools have and what they can execute in the moment. We will share seven findings on where safety breaks down, with a focus on governance, manual processes, and the operational software gaps that sit between systems like access control, cameras, and emergency notification. Attendees will leave with a practical set of questions to take back to their leadership team to measure preparedness and reduce reliance on manual processes.

Every school does spiritwear a little differently, and it usually brings along headaches for coaches, administrators, etc. But there is an easy solution available to you that would solve your apparel problems. By taking spiritwear out of your hands while still keeping parents and students happy, Athletic Solutions's online, 24/7, 365 spirit shop is  the right fit for all of your sports and activities!

Most school drills train procedures. But real emergencies don’t follow procedures. In those moments, most staff don’t act—they freeze. The problem isn’t a lack of plans. It’s a lack of readiness for the moment that doesn’t go as planned. In this session, you’ll learn how to implement the STOP and THINK drill—a simple, repeatable mental exercise that trains teachers to pause, assess, and act decisively when something unexpected happens. More importantly, this process changes your culture. As administrators actively follow up with staff, teachers begin to see that their input is shaping the school’s emergency response—not just following it. The result is stronger buy-in, better awareness, and more confident action when it matters most. This isn’t theory. You’ll leave with specifics: A practical method to train staff not to freeze during real, unscripted situations, A simple way to run STOP and THINK drills without adding time or complexity, A model for engaging teachers so they help refine your emergency plan through real feedback, A way to build a safety culture that teachers actually want to participate in. You’ll leave with a tool you can bring back to your school and start using the same week—no new systems, no new budget, just a better-prepared team.

School leaders are focused on enrollment. But here’s the truth: families don’t just choose schools for academics—they choose schools where their children feel safe, seen, and protected. When safety is questioned—physically or emotionally—families quietly withdraw, students disengage, and trust erodes. This session explores the often-overlooked link between school safety and student retention—and how you can turn safety into a strategic advantage, not just a checkbox. You’ll learn how to elevate safety as a school value, improve family communication, and implement systems that build trust, reduce anxiety, and boost long-term enrollment. For private schools battling declining enrollment or family churn, this isn’t just a policy issue—it’s a leadership opportunity.School leaders are focused on enrollment. But here’s the truth: families don’t just choose schools for academics—they choose schools where their children feel safe, seen, and protected. When safety is questioned—physically or emotionally—families quietly withdraw, students disengage, and trust erodes. This session explores the often-overlooked link between school safety and student retention—and how you can turn safety into a strategic advantage, not just a checkbox. You’ll learn how to elevate safety as a school value, improve family communication, and implement systems that build trust, reduce anxiety, and boost long-term enrollment. For private schools battling declining enrollment or family churn, this isn’t just a policy issue—it’s a leadership opportunity.

Many private and religious schools serve fewer than 100 students, and their leaders often feel pressure or embarrassment about their enrollment. Yet families frequently choose these schools precisely because they feel like a close-knit family where every child is known and valued. This session invites school leaders to shift from being "small by accident" to "small by design," embracing the strengths of familiarity, flexibility, and community. Participants will explore creative, low-cost ways to expand student experiences through short-term clubs, parent-led programs, and micro-activities that thrive in small settings. The session will also share practical strategies for growing enrollment thoughtfully while protecting the personal, family-centered culture that makes small schools special.

I love change! That may not sound typical—so many people dislike it so much that we now talk about “change fatigue.” But what if we reframed it? Instead of treating change as disruption, we can see it as a possibility. Instead of asking, “How do we survive this?” Let's ask, “How do we thrive because of it?” Change in education often comes through new curriculum, technology, or shifts in philosophy. Teachers and leaders understandably resist when reforms feel endless or unsupported. Resistance is not weakness; it reflects deep care for students and practices that work. But when resistance blocks all experimentation, growth stalls. Resilience is the key. With a growth mindset, educators can see challenges as opportunities to learn. Leaders play a vital role: listening to concerns, modeling adaptability, providing resources, and clarifying purpose. Students, too, should be partners in this process. Their voices matter, and seeing adults model resilience helps them build adaptability—one of the most important skills for the future. The most meaningful changes don’t have to be sweeping. They are often small, intentional steps that strengthen learning, equity, and engagement. The challenge is to choose one change to lean into this year. When resistance gives way to resilience, success may not come instantly, but learning always does. The real risk is not in trying something new, but in choosing to stay the same.

In today’s classrooms, educators and students face relentless demands—academic performance, digital distractions, and high-stakes transitions. These pressures often lead to stress and burnout, yet with the right tools, every challenge can be a growth opportunity. This session offers a practical framework for sustaining motivation, well-being, and results. Drawing from my experiences as a master educator, international chess coach, and marathon runner, I share strategies educators can use immediately. mall Habits, Big Impact: Build momentum through micro-habits. Resilience Through Challenge: Apply endurance principles to academic and personal growth. Chess as a Framework: Assess, plan, commit—teaching confident decision-making. Growth Mindset & Mental Health: Brain breaks, breathing, and reflection for focus and balance. Community Support: Leverage families, teachers, and peers to amplify success. Through storytelling and hands-on tools, I connect personal transformation to classroom realities. Attendees leave with a “Do Better Toolkit” of strategies and prompts to reframe challenges, build resilience, and foster thriving learning environments.

Schools carry a responsibility that extends far beyond the classroom. Ensuring student safety and well-being now encompasses athletics, co-curricular programs, after-school activities, and residential life. At the same time, the evolving landscape of parent partnership has increased expectations for transparency and timely communication about the student experience. This session will explore practical strategies schools can use to strengthen their student life operations, improve communication, and proactively mitigate risk across campus environments. Drawing on the “Left of Bang” philosophy—identifying and addressing potential concerns before they escalate—we will discuss how thoughtful policies, processes, and supporting technology can help schools prepare for both everyday student support and critical incidents. While uncertainty is not new for schools, the way institutions prepare for it determines whether confusion or confidence guides decision-making in difficult moments. School leaders carry the responsibility of ensuring that students, staff, and families feel safe and supported, particularly during unexpected incidents or emergencies. Confidence in these moments comes from thoughtful preparation—clear processes, strong communication channels, and coordinated response plans that help teams act quickly and effectively. Participants will gain insights from real-world experiences working with more than 650 schools worldwide, highlighting common operational challenges and effective approaches schools have adopted to strengthen their student life management practices.

In today’s increasingly diverse educational landscape, schools are called not only to teach but to reflect, respect, and respond to the cultural richness of their students and communities. One Mission, Many Cultures: Building a School Where All Belong is an interactive session focused on how schools can stay rooted in a unified mission while embracing and celebrating the unique cultural identities that make up their communities. This session will guide participants in exploring what authentic inclusivity looks like, going beyond multicultural events or surface-level representation. It will examine how true inclusion can be woven into school policies, curriculum, communication, and everyday interactions. Through real-world examples, reflective activities, and collaborative planning, attendees will leave with practical strategies to build a school culture where every student and staff member feels seen, valued, empowered, and most importantly that they belong.

Although it seems elusive at times, we spend most of our lives searching for peace--at home and at work. While this may sound like an oxymoron amid the daily challenges school administrators face, finding serenity in leadership is a vital component of our authenticity as educators and is a major contributor to our pursuit of sustainable excellence. Serenity comes from within, and with the right encouragement and support, it can become an integral part of our narrative. In this session we will explore how to find greater joy as educators, including key disciplines that will contribute to long-term success.

The relationship between a faith-based school and its affiliated church can be both rewarding and challenging. This session examines how different governance structures—single or dual 501(c)(3)s—and denominational influences shape leadership effectiveness, communication, and collaboration. Participants will explore common tensions, practical solutions, and proven strategies to build stronger, healthier school–church partnerships. Attendees will leave with clear best practices and actionable steps to enhance governance and strengthen alignment.

Hiring a head of school is the single most important responsibility of a board. The search committee plays a pivotal role in shaping the future of an independent or faith-based school. Effective leadership drives a thriving school, and a well-executed search ensures the best candidate is chosen for the right fit. This session guides boards and search committees through proven best practices, offering a clear pathway in an often-complex process. Board members, school leaders, and potential heads exploring a transition will gain practical insights and actionable strategies to lead a successful search and secure the school’s future.

The expression of kindness, patience, and empathy by educators has a profound impact on student outcomes and classroom culture, serving as a powerful response to many of the challenges schools face today. This session equips educators with the strategies needed to leverage these essential qualities in their daily practice, positively impacting student growth, engagement, and overall school culture. Additionally, educators will discover effective communication techniques, such as active listening, so that they approach disciplinary issues and challenging conversations with students and colleagues in a way that prioritizes kindness, patience, and empathy in school culture. Throughout the session, participants will engage in hands-on activities, collaborative discussions, and self-reflection to support experiential learning. Educators will leave with practical tools they can immediately apply in their classrooms and schools, allowing them to support sustainable school improvement by strengthening culture through intentional action. Participants will be inspired to create schools where kindness, patience, and empathy drive both student success and professional fulfillment.

Leaders often have access to more data than ever, yet still struggle to gain clarity about what is actually driving performance. Financial reports feel disconnected from day-to-day operations, while non-financial metrics lack context for informed decision-making. This interactive session helps organizational leaders uncover unexpected insights by intentionally combining financial and non-financial metrics already at their fingertips. By pairing dollars with real-world drivers—such as students, programs, staffing, space, or engagement—participants learn how to move beyond static reports and toward metrics that spark clarity, alignment, and better decisions. Through practical examples and a guided worksheet, attendees will learn how simple “metric mashups” reveal efficiency, sustainability, and mission alignment. The result isn’t more reporting—it’s better conversations, clearer priorities, and increased confidence in how resources are being stewarded.

A focus on understanding and simplifying background checks in today’s workplace. How integration and automation save time, money, and labor costs, and how these benefits can apply to the FACTS SIS platform and your schools.

This leadership-focused workshop provides Heads of School with a clear, high-level understanding of the emerging Federal Tax Credit Scholarship opportunity and its potential impact on schools. Designed to inform without overwhelming participants in policy details, the session emphasizes practical leadership decisions and immediate action steps.

The term "value proposition" gets tossed around frequently in education circles, but most leaders aren't quite sure what they mean by it. Here’s a quick thought experiment: if you asked each member of your Leadership Team to write down your school’s value proposition, how similar would their answers be? For most schools, the responses would vary widely. And yet, the irony is that if we asked the same question at the private school across town, we might be surprised to find how similar our (convoluted) answers sound. In this session, we will: Walk through a concise three-part definition of a school’s Value Proposition, Discuss the importance of defining your Right-fit Family®, and Challenge you to think deeply about the value your school creates in each Age-and-Stage®. A clear and compelling value proposition is more than a marketing phrase. It’s a framework for strategic alignment in the pursuit of healthy enrollment. Please join us for a collaborative conversation designed to help you lead with clarity, conviction, and distinction.

Staff burnout is not a weakness; it is a signal. In this dynamic and practical session, Pamela Furr and Dr. Manny Rodriguez introduce the NeuroAligned approach, equipping school leaders with neuroscience-informed strategies to regulate stress, rebuild emotional capacity, and create sustainable staff culture. Attendees will leave with actionable tools they can immediately implement to restore energy, strengthen leadership, and cultivate aligned, resilient campuses.

A practical introduction to how endowments work and why they matter. This session breaks down the basics—what an endowment is, how it’s funded, how it grows, and how it provides long-term, sustainable support for an organization’s mission. Whether you’re new to endowments or looking for clarity, Endowment 101 equips you with the foundational knowledge to steward resources wisely and plan for lasting impact.

Today’s classrooms are shaped by high levels of stress and trauma. Students carry the weight of difficult experiences, and educators often face their own stress and burnout—frequently without enough support. When emotions run high, even strong instruction can break down. Don’t Trip Over Trauma: Building Resilience in the Classroom is a practical, research-informed session that helps educators respond with confidence. Instead of treating trauma-informed practice like a checklist, this session focuses on building resilience from the inside out—starting with self-awareness and emotional regulation. Participants will learn simple grounding strategies to manage stress, reduce reactive responses, and create emotionally safe, academically strong classrooms that support both student success and educator well-being.

What if a federal tax credit program could help more families afford tuition—while strengthening your school’s financial future?

This session breaks down how the dollar-for-dollar tax credit for donations to Scholarship Granting Organizations (SGOs) can expand access for K–12 students and create new opportunities for revenue stability and growth. Designed for school leaders, advancement teams, board members, and SGOs, we’ll explore how early, strategic planning helps you responsibly structure tuition, increase scholarship support, and build a compliant, sustainable model for long-term success. This isn’t just policy—it’s a practical path to greater access and stronger financial health.

Explore the strategic, financial, and mission-driven reasons behind diocesan mergers. Hear from leaders who have navigated this process and learn how to communicate the “why” effectively to stakeholders. We will give practical guidance on preparing for a merger, including data hygiene, process alignment, and system standardization to ensure a smooth transition during diocesan mergers.

Learn this year’s top ten Admissions tips gathered from actual FACTS users working through real enrollment cycles. From overlooked features to clever shortcuts, you will walk away with practical ideas, renewed confidence, and a clearer understanding of how schools like yours are using FACTS successfully every day.

2025 was a big year with the accomplishment of several major technical milestones that ensure FACTS is positioned to rapidly innovate and deliver on what matters most to our customers. Come hear what we’ve accomplished and what that means for you. We will finish up our time with an open Q&A with our engineering leaders for you to ask us anything.

Learn how to map workflows, regardless of the technology toolset, and identify paths for automation or efficiency gains, Hear how FACTS has implemented AI across the business to-date and our future plans as we continue to evolve, and discover how change management methodologies are leveraged to support individuals as their jobs evolve in a major way because of AI.

Learn how FACTS data interoperability reduces manual data entry, improves accuracy, and enables better decision-making for schools, including streamlined workflows, improved reporting, and enhanced student outcomes. We will share how and why FACTS is aligning with Ed-Fi standards, what it means for clients, and how it supports secure, standardized data exchange across platforms. We will finish with our future Vision, and discuss how interoperability enables innovation in analytics, data driven decision making and supports compliance with School Choice and other regulated programs.

We will discuss emerging technologies like AI, machine learning, and cloud-native architectures, and how these these trends will impact FACTS education and financial management software.
We will give you a sneak peek at our three year roadmap and learn how our roadmap ensures we are positioned to meet the growing technology needs of our customers.

Get an exclusive look at the product development lifecycle at FACTS. We will Explain agile methodologies, CI/CD pipelines, and quality assurance practices. Learn how AI is changing the way we work, and how YOUR client feedback influences FACTS product evolution.

Join us for an open “Ask Me Anything” session with the FACTS Educational Services team. Whether you’re curious about professional development, instructional support, or how to get started, bring your questions and leave with clear next steps.

This professional development session supports school and program leaders in understanding how to effectively leverage available funding streams to enhance early childhood programs. Participants explore allowable uses of early childhood funds in early learning settings, alignment of funding to identified developmental and academic needs, and strategies for coordinating services such as early literacy, language development, family engagement, and transition supports. Emphasis is placed on designing supplemental services that are developmentally appropriate, data-informed, and compliant with federal requirements. Practical planning tools and real-world scenarios help leaders maximize resources, avoid supplanting, and ensure funds are used efficiently to support school readiness and long-term student success.

This session focuses on the critical transition from reserving financial aid awards in Grant Management to initiating tuition billing through payment plans. We’ll then turn to deposit collection and tuition contract processes, examining how timing, structure, and sequencing affect both family experience and cash flow. The discussion will highlight how these workflows often differ for new versus returning students and whether they occur within or alongside enrollment. Attendees will leave with practical guidance for structuring clear, efficient processes that support timely enrollment decisions and consistent collection.

This session focuses on building an efficient, consistent approach to financial aid awarding by prioritizing the information that matters most. We’ll discuss best practices for reviewing families, creating awarding reports that surface key data points, and categorizing applicants into groups to streamline decision-making. Attendees will learn how triaged awarding strategies can accelerate reviews while flagging families that typically require deeper analysis—most notably business owners—so time and attention are applied where they’re needed most.

This session breaks down how a financial aid need assessment works and highlights the key levers schools can adjust to better align with their families and institutional goals. We’ll walk through real-world examples of common customization choices—including expense configuration, asset inclusion, and tuition contribution expectations—and explore how those decisions impact awarding outcomes. The presentation is designed to be practical and approachable, with time built in for open discussion, questions, and shared challenges from participating schools.

How to use FACTS and other tools to drive decisions around budgeting, staffing, and academic programming with confidence.

Hands-on session on using dashboard tools to create consistent reporting across schools, enabling better decision-making and transparency.

We all use FACTS for the basics: attendance, gradebooks, communications.  But what do you do when FACTS doesn't quite do what you need?  In this session we'll talk about ways we've made FACTS work for our unique situation, and get you thinking about ways you can customize at your school, such as: Create UDF to allow upload rather than manual entry; A million other UDF uses & granularity tricks; Customize your room number to include phone extension and teacher name; Descriptive section names; Appropriate admin access to see OTC meds for dispensing; Going paperless:  security & portfolio groups; Teach teachers to preview their grade reports PR/RC; Attendance codes to track and count various absence types; Family Portal announcements & links; Surveys versus Web Forms.

Join us for a hands-on session designed specifically for those who manage admissions.  As the admissions cycle wraps up, it's essential to ensure your data is clean, complete, and ready to support strategic planning. We'll explore proven methods for managing duplicates, finalizing outcomes, and preparing your SIS for accurate forecasting. Together, we'll dive into FACTS A&E to streamline your year-end clean-up and set the stage for a successful school year & admissions season ahead.

Discover the power of the FACTS Email Series Manager and how automation can transform your school's communication strategy. In this hands-on workshop, you will begin to map out a lead nurturing campaign and will learn how to build it out in your SIS/Database to automatically “drip” emails so that you can remain closely connected with your prospects. Save time, increase engagement, and improve communication efficiency.

Integration between your SIS and FACTS financial products can be a game-changer—if you’re using it to its full potential. This session explores best practices for leveraging integration features and avoiding costly errors.  We’ll cover how to maximize integration benefits for efficiency and accuracy, identify and resolve “warning flags” before they impact your school’s finances, and learn how integration can simplify billing and payment management.

Avoid last-minute surprises by planning ahead for three important billing checkpoints:  Fall, Spring & Summer.  This session will focus on key items to consider in each season to make sure you are staying ahead of billing issues, providing actionable strategies to keep your school’s finances on track year-round.  We’ll cover how to make sure each family has a payment plan and each student is billed, reviewing delinquencies and prepay negative balances, and rolling balances or credits forward into the new school year term.

Between product updates and staff changes at your school, you might be missing things that could save you time in your role.  This session will guide you through checking key school information in FACTS Financial and updating important correspondence notices to make sure the right people are receiving information.  We’ll discuss best practices for payment plan set up, tips for invoicing for incidental expenses and review new system enhancements that can increase billing accuracy.

Designed for hands‑on SIS users, Dashboard Builder—powered by Power BI—helps schools move beyond static reports and spreadsheets to securely visualize and analyze their data through interactive, customizable dashboards. In this session, you’ll explore the pre‑built data visualizations available in Dashboard Builder and learn the basics on how to customize your own dashboards to identify trends, answer key questions, and turn everyday SIS data into meaningful, decision‑ready insights.

Private schools rely on technology to support their mission, but too often the tools meant to help end up creating additional complexity. Multiple logins, disconnected systems, and manual processes can slow down daily operations while increasing risk during critical moments like dismissal or emergency response. In this session, learn how the FACTS + Pikmykid integration helps private schools streamline daily operations while strengthening campus safety. By connecting student information, dismissal management, and campus visibility into one cohesive workflow, schools can reduce manual processes, improve communication with families, and ensure staff have the right information when it matters most. We will explore how integrated systems can simplify everything from daily dismissal coordination to emergency readiness, allowing schools to focus less on technology management and more on serving students and families. Attendees will leave with practical insights on how integrated platforms can reduce operational friction, improve staff confidence, and create safer, more efficient school environments.

You know some of the core features of the FACTS SIS database. And you are pretty familiar with how your school uses the FACTS SIS database. But this session will introduce you to features every school should be using – and why – to really maximize the benefit of the database for your colleagues, your parents, and your students. Learn about some of the lesser-known – but seriously impactful – areas of the FACTS SIS, including the Grid Edit feature, the Portfolio platform, User Defined fields, and Parent/Teacher Conference features.

With more than 500 generic reports available, the Report Manager feature can be one of the most useful – yet daunting – elements of the FACTS SIS database. This session will unpack some of the features of Report Manager and highlight a handful of reports our users say are their faves. We’ll also spend some time diving into the world of Create-A-Report, one of the most powerful features of the entire FACTS SIS.

Schools collect a tremendous amount of data—but knowing which metrics actually matter is often the hardest part. This practical webinar is designed to help schools move beyond information overload and focus on a starter set of SIS metrics that support real, everyday decisions. Rather than trying to measure everything, we’ll show you how to identify the right metrics to start with, where they live in your SIS, and how to trust the data behind them.

Dealing with separated families isn’t always easy, but it’s commonplace for most schools. This session will provide insight and direction for how to manage these sticky situations and ensure your FACTS databases – both SIS and Financial – reflect all households accurately and completely.

Communicating with families, students, and staff is essential to any school, and the Communications tool in FACTS SIS helps you reach each audience from one connected place. Come hear about best practices, insights, and tips on how to effectively use this powerful platform to personalize mass emails, create effective distribution lists, utilize Communication Groups, and unleash the power of Parent Alert.