Advancement Team Essentials

Join our new, multi-session course on school sustainability & resilience with Alex Borders & Vicki Larson from Alma Partners, plus special guests.

In seven inspiring, hands-on monthly online sessions, strategize with experts, develop systems that strengthen planning and accountability, and engage in peer-to-peer learning. We’ll share best practices, the latest research and case studies, and provide frameworks and actionable tools that school Advancement Teams are using successfully today. We’ll also leave plenty of time for participants to learn from each other and engage in action planning that has an immediate impact.

Topics include:

• Admissions

  • Developing & analyzing your Admissions pipeline

  • Identifying & understanding lost leads

  • Determining the range of students your school can serve

  • Strengthening recruitment & retention

  • Creating welcome events that help families connect

• Communications & Marketing

  • Understanding the parent/caregiver journey

  • Telling compelling stories, at the right time on the right channel

  • Stretching your advertising budget

  • Optimizing your website

  • Analyzing your competitive set

• Development

  • Annual Fund Planning

  • Donor Cultivation 

  • Donor Stewardship

  • Building a Fundraising Board

• Governance

  • Developing clear roles & policies

  • Working with Leadership: Board, College, Administration 

• Creating & using tools that streamline workflow

• and much more

2026-27 dates:

Seven Mondays from 10-11am PT / 1-2pm ET on Zoom (link shared after registration)

September 28th
October 26th
November 30th
December 14th
January 25th
February 22nd
March 22nd

Priced per school, not per person! Bring your entire Advancement Team: Admissions, Communications, Development, Marketing, & Head of School for $1250 for all 7 sessions.

Sessions will be recorded. Please plan to attend at least 75% of the sessions live.