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Institutional Leadership Through Governance Marriott Tacoma Downtown - Tacoma, WASunday, November 13, 2022
Conference Sessions and Speakers Featuring Keynote Speaker: Adam Weinberg, President, Denison University 
presenting: Leadership Requirements for Boards and School Leaders in Changing Times Recent economic, political, and societal developments have permanently altered the educational landscape for K-12 and post-secondary institutions. As a result, new skills and approaches are required from trustees and educational leaders to meet the needs of current and future students and ensure long-term institutional success and prosperity. Strong partnership, nurtured consensus, unwavering commitment, and consistent clarity between boards and educational leaders around topics like mission, community standards, and foundational beliefs are also critical during these defining times. During the morning keynote, Dr. Weinberg will reflect on illuminating aspects of his unique leadership journey, his views on the most complex and pressing challenges facing school leaders today, and the vital roles trustees and school leaders must play to meet these unique times. Examples and suggestions on how to achieve success will also be discussed, with time afforded for questions and answers.
Adam Weinberg became the
20th president of Denison University in 2013. Dr. Weinberg has focused on
positioning Denison in ways that address the major issues facing higher
education in the 21st century, including affordability, career readiness,
internationalization, civic education, learning outcomes, and social inclusion. Under
Dr. Weinberg’s leadership, Denison has expanded the curriculum with a new
generation of academic programs, global programs, and a deepening of the arts,
including the construction of the Michael D. Eisner Center for the Performing
Arts. Denison’s new programs in Global Commerce, Data Analytics, Financial
Economics, Journalism, and Health, Exercise and Sports Studies are forging new
pathways for the liberal arts. A
second major area of emphasis has been career exploration. Denison has launched
the Austin E. Knowlton Center for Career Exploration, which is reinventing how
liberal arts colleges prepare students for careers and professions. For this
work, Dr. Weinberg was recognized by the National Association of Colleges and
Employers for innovation with the inaugural 2017 Career Services Champion
Award. Dr. Weinberg is heavily involved in national conversations about career
preparation through his work with The Council on Competitiveness and The
Columbus Partnership. Dr.
Weinberg’s intellectual roots are in the civic impacts of higher education in
unlocking the potential of individuals and communities. He has brought this
passion to Denison where work is underway to focus on residential halls as
sites for civic learning, and the recently launched Red Frame Lab for design
thinking. Underlying this work, Dr. Weinberg has focused Denison on a
campus-wide effort to deepen mentorship, which he believes is the defining
feature of transformative education. Prior
to coming to Denison, Dr. Weinberg served as president and CEO of World
Learning, where he led education programs in more than 70 countries. Dr.
Weinberg started his career at Colgate University (1995 through 2005), where he
was a member of the sociology and anthropology department and also served as
vice president and dean of the college. A
native of Texas, Dr. Weinberg’s passion for ice hockey took him to New England,
where he attended Deerfield Academy and Bowdoin College. He studied at
Cambridge University before earning his master’s and doctoral degrees in
sociology at Northwestern University. He has published widely.Dr.
Weinberg is a member of The Council on Foreign Relations. He has served on a
variety of national and local boards, including The Talloires Network,
InterAction, The Works, The Great Lakes College Association, The Ohio
Foundation for Independent Colleges, and the Alliance for International
Education and Cultural Exchange.
and afternoon plenary workshop with: Greg Bamford, Senior Partner, and Carla Silver, Executive Director, Leadership+Design Joined by Joe Romano, Director of Innovation, Charles Wright Academy (Tacoma, WA)
Futurist Thinking for Institutional Leadership Trustees know that our primary role is to hold the school in trust and to steward it into the future. However, most boards tend to be focused on the present and – at best! – think about the next 5-7 years.Thinking like futurists allows boards to consider a longer term direction and be more likely to shape the future rather than simply react to it. We believe that schools should do this kind of thinking regularly at the board level and with senior level administrators.In this interactive workshop, attendees will be introduced to core concepts of futurist thinking, have the opportunity to practice a little futurist thinking as a group, and identify ways that futurist thinking can lead to more generative – and fulfilling – leadership work.
Carla Silver carla@leadershipanddesign.org Carla Silver (she/her) is the Executive Director and Co-Founder.
She is an experienced independent school educator, school administrator, and
experience designer. She holds a B.A. in English from Emory University and a
M.A. in Nonprofit Management and Leadership from The University of San Diego.
Carla partners with schools on strategic design and enhancing the work of
leadership teams and boards, and she designs experiential learning experiences
for leaders in schools at all points in their careers. She also leads workshops
for faculty, administrative teams and boards on Design Thinking, Futurist
Thinking, Collaboration and Group Life, and Leadership Development. She has
presented regularly at the NAIS annual conference as well as other regional and
local seminars, workshops and conferences. She currently serves on the board of
the Urban School of San Francisco. As a lifelong learner, Carla has recently
pursued her interests in design thinking, creativity, improvisation and
education innovation. She lives in Los Gatos, California with her husband,
three children, and two King Charles Cavaliers. Greg Bamford greg@leadershipanddesign.org Greg Bamford (he/him) is a Co-Founder and Senior Partner. Prior
to this, Greg was Associate Head of School for Strategy and Innovation at
Charles Wright Academy in Tacoma, Washington, and Head of School at the
innovative Watershed School in Boulder, Colorado. During his time at Watershed,
the young school grew to full enrollment and achieved ACIS accreditation for
the first time. He is currently on the Board of Trustees for his alma mater,
The Overlake School in Redmond, Washington, and the Advisory Board for The
Hatch School, a new, independent girls' high school that opened in Seattle,
Washington in 2022. With his experience in school leadership, Greg brings a
strategic lens to leadership development, innovation, and change management for
Leadership+Design clients. He is particularly passionate about building
leadership capacity and the cultural muscle to enact needed change. Greg has
been a featured speaker at education conferences nationally and his writing has
appeared in publications like Independent School, Net Assets, and The Yield.
Greg lives in Tacoma, Washington with his wife and two children.
Joe Romano, Director of Innovation, Charles Wright Academy
 Joe chairs CWA’s Academic Leadership Team and assists in program design and curriculum development with an emphasis on project-based learning. He also coaches CWA’s Middle and Upper School robotics teams, and facilitates design-thinking experiences with students, educators, and the wider community. With more than 20 years in schools, Joe has taught in community colleges, artist residences, and boarding schools. He’s transformed empty parking lots into classrooms for designing and building tiny homes, and he’s facilitated the redesign of libraries, community spaces, and fabrication labs. As a consultant, Joe has helped launch new school campuses, and has helped schools develop new programs, redefine values, and operationalize strategic plans. In addition to his work with Charles Wright, Joe directs Leadership+Design’s UnMastered program, a seven-week learning experience for school leaders seeking to develop a stance toward realizing the future of teaching and learning in their schools. And Breakout Sessions To Dive Deeper
Breakout Session 1: Institutional Strategy + Economics: 15 Measures to Watch with William Kummel, Principal, Rational Partners The vital signs of general health for individuals — blood pressure, pulse, temperature and respiration. Vital signs for schools — program revenue, program expense, grants, advancement net, endowment net, operating contribution, capital maintenance and net sustainability as well as full-pay leverage, student tenure, market price gap, seats per FTE, class size, and feet/seat. Explore with a management consultant in institutional economics a 15-metric dashboard for deep board/management dialog and discourse on student population, market position and meaningful philanthropy. Analyze and assess institutional sustainability for near and long-term performance.
William (Bill) Kummel is a Principal of Rational Partners, a New York-based management consultant in institutional economics to independent schools. The work measures and evaluates near and long-term institutional market position, comparative advantage and financial sustainability. Rational Partners maintains a proprietary dataset of institutional sustainability on 1000 independent schools in North America, including 40 NWAIS members. A graduate of independent schools – Buckley (NY City) and Phillips Academy (Andover) – Kummel received a BA in Architecture from Yale as well as an MBA and JD from Georgetown. Update: Moved To Virtual Session Session will take place November 30, 2022 from 3:00-4:00pm via zoom All registrants will be automatically registered to attend in real time and will receive a recording of this virtual workshop. Others who are not attending the full Institutional Leadership Conference are also welcome to register for and participate in this stand-alone session. Board Chairs and finance chairs will find this session especially useful, but all who are considering long term sustainability of their institution are welcome to join.
Breakout Session 2: Board Habits to Foster Generative Thinking and Collective Purpose As we emerge from a remarkable time in our lives and in our schools, now more than ever, boards must be generative and future-focused. How do we become more generative and why is this important for a board? How do we bring clarity to our collective purpose? What are small changes we can make on our board to create a more meaningful impact for the school? This session is designed for board chairs, committee chairs, and heads of schools who are interested in forming new board habits to help your board use a future-focus and generative thinking to respond to the needs of your community.
 Kawai Lai | Transformation Consultant @ Aug.co
Kawai is a designer and facilitator partnering with leaders to plan for the future. She brings an equity lens, deep education expertise, and a visual practice that sparks joy in her work. She also supports leadership development as an Instructional Coach with Global Online Academy, reimagines more inclusive ways of working with Aug.co, and is a co-author of The New Team Habits © 2020, which provides practices for leaders to build better team habits. She co-founded VizLit to unleash the visual mind of every learner, formerly served as Vice President of Innovation at the National Association of Independent Schools (NAIS), and helped launch and grow Education Elements. Prior to her career in education, Kawai focused on change and technology with Deloitte Consulting. She currently serves as a trustee on the boards of several independent schools as well as an advisory board member of Defy Ventures. She has an MBA from the University of California, Berkeley and a Bachelor’s degree in Mechanical Engineering from Southern Methodist University.
 Eric Hudson | Chief Program Officer @ Global Online Academy (GOA)
Eric reimagines learning to empower students and educators to thrive in a globally networked society. He leads GOA’s strategy around programming for students, educators, and school leaders. Eric believes that learning experiences must be human-centered and research-based, principles that drive his work with learners of all ages. Prior to joining GOA in 2013, Eric lived his passion in the classroom, teaching English and Spanish to middle school, high school, and college students. Eric is an author and frequent speaker on topics including modern approaches to leading teams, competency-based education, online/hybrid learning design, and connecting what we learn in school to making an impact on the world beyond it. He currently serves on the board of the Association of Technology Leaders in Independent Schools (ATLIS), an organization devoted to preparing schools for the future. Eric has a MA from the University of California, Berkeley, and a Bachelor’s degree from Cornell University. Eric lives on Cape Cod, MA. Breakout Session 3: Governance for Belonging This interactive session will focus on the operational and strategic approaches a Board should take in order to support the Head of School, be active learners in the DEIB space and position the School in good stead for future Boards. Participants will join André to explore how their boards can take both strategic, tactical and learning actions to get beyond training and representation to build skills to explore the lived experience of the school's community members. 
André is a much sought after consultant and DEI expert having done extensive work with NAIS as well as a host of NAIS schools.
André has been in independent schools for over 24 years. Initially as Middle School teacher and Advisor and later Director of Diversity and then Director of Middle School. Concurrent to the work in schools, André was invited to serve on the board of ISACS (Independent Schools Association of the Central States) where he chaired the Equity Committee and was a member of two accreditation teams. That valuable work also led to additional service with NAIS. André was a faculty member of the Summer Diversity Institute and subsequently worked as the director of that professional development opportunity for three years. In 2004 André was named Assistant Head of School at The Lowell School in Washington, DC. That term was also coupled with leadership and service opportunities. While at Lowell André served a term on the Board of AIMS (Association of Independent Maryland Schools) while also being a regular presenter at PoCC and NAIS’ Annual Conference. Upon completing five years at Lowell, André was hired as the Director of Madeira’s signature experiential program, Co-Curriculum. With immediate success in that role André was named Assistant Head of School where he served until 2022. André joined Educators Collaborative in July of 2022. Having become a Certified Executive Coach, he will be active in not only leadership searches for schools but also supporting schools and their leaders evolve in ways that can ensure institutional success.
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