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  • In the Beginning
  • About the Marketing and Advancement Institute
  • Special Topics for a Recessionary Year
  • Sample Syllabus
  • Register for the 2009 Marketing and Advancement Institute

In the Beginning
In 1994, the National Association of Independent Schools (NAIS) asked Kathleen Hanson and Jeff Wack to design and lead an annual institute for school administrators on the then novel (to schools) business discipline of marketing. The Marketing Institute for Independent Schools was born. In 2000 NAIS decided to discontinue its sponsorship of the Institute but encouraged Jeff and Kathy to continue to produce and teach the event. The term "advancement" was recently added to the Institute title to reflect the fact that many schools have adopted the term advancement in lieu of integrated marketing. The fact is, wherever the school touches a customer, it is engaged in marketing and advancing the school. To date, about 800 independent school administrators have attended the Institute, many of them more than once. Enrollment is capped, and the Institute fills every year.

About the Marketing and Advancement Institute
The 14th Annual Marketing and Advancement Institute is intended for school administrators interested in learning how marketing can enhance the advancement of private schools.

“This is an excellent conference for attendees to learn methods and systems for integrating admissions and development work into the fabric of the school and out into the community.”
Wendy Singley
Director of Development
San Francisco Day School
San Francisco, CA

The Institute is designed with three goals in mind:

  • To teach the discipline of marketing as it applies to schools.
  • To encourage networking and shared learning among attendees.
  • To allow school administrators to break away from the daily firefighting so that they can gain a bigger perspective on school priorities.

This year the event will have an additional goal: To focus on the implications for admissions, communications, and fund-raising of the current economic environment.

Jeff Wack and Kathy Hanson are the lead faculty of the Institute. Jeff earned his doctorate, and was until recently adjunct professor, at Yale; is on the board of NAIS; and has over a 25-year career consulted to nearing 100 educational institutions. Kathy was until last year Vice President for Advancement at Baylor School (TN) and a member of the CASE board, and currently is a senior consultant in the schools practice group of Marts & Lundy, as well as serves on the board of TABS. Guest speakers this year include Ken Mason, Director of Communications at Westminster School, and Peter Baron, president of AdmissionsQuest and partner in edSocialMedia.

Jeff and Kathy teach an Integrated Marketing Model that defines marketing as everyone’s job. Directors of admissions, communications, marketing, and development — often two or three from each school — comprise the majority of attendees; but each year, several board members, heads of school, and division heads also attend and add immeasurably to the discussions. The Marketing and Advancement Institute is comprehensive, interactive, and challenging, so brand new administrators may not find the Institute basic enough for their needs.

“I met amazing people from other schools — and these are new colleagues that I can continue to communicate with and learn from.”
Darcy Gifford
Director of Marketing
Maumee Valley Country Day School
Toledo, OH

Jeff and Kathy cover an ambitious curriculum at a lively pace, avoid over-scheduling, and hold the event at locations attendees can enjoy. To optimize the learning experience for all, the number of participants is capped at 65-75, depending on the size of the conference facilities.

Special Topics for a Recessionary Year
The Institute will be attuned to current economic realities and their implications for marketing functions including:

  • Admissions: How to do net tuition revenue management.
  • Communications: Focus on the role of Facebook, Twitter, and other social media (led by Ken Mason, Director of Communications, Westminster School, and Peter Baron, President of AdmissionsQuest)
  • Fund-raising: What schools should be emphasizing now.

Sample Syllabus for the Marketing and Advancement Institute
The Marketing and Advancement Institute’s curriculum varies somewhat each year depending on how the independent school marketing environment has changed, but the following sample syllabus provides a basic outline of the topics typically covered.

Day One
    Morning:
  • Wednesday morning is for travel to New York City. The hotel was chosen because of its proximity to Penn Station and AMTRAK, and to Newark International, where air fares are typically lower than LaGuardia.
    Afternoon:
  • Marketing: Recruiting, reputation, relationships, retention, revenues
  • Managing demand through the 5Ps
  • Prospect, parent, and alumni segments
    Evening:
  • Why not walk over to the Empire State Building? Or the newly traffic-free Times Square? Or both?
Day Two
    Morning:

  • Data-driven marketing decision-making
  • Principles of integrated marketing: Organizing, planning, executing
  • Building internal support for marketing
    Afternoon:
  • Strategic tuition discounting
  • The new realities of fund-raising
  • Marcomm planning (led by Ken Mason, Westminster School)
  • Social media (led by Peter Baron, AdmissionsQuest and eSocialMedia)
    Evening:
  • How about sharing a cab with your new pals and head to Chinatown for dinner? (And since you will be nearby, perhaps deliver a message from your school to Wall Street!)
Day Three
    Morning:
  • Managing for quality, image and reputation
  • Case studies: Research to plan to execution
    Afternoon:

  • The Institute ends at noon to allow for return travel.

Register for the 2009 Marketing and Advancement Institute

Mindful of schools’ budget challenges, this year we have:

  • Chosen Midtown Manhattan because of its convenience to AMTRAK and to the lower fares and non-stops of Newark Airports
  • Changed the Institute schedule to require only 2 overnights
  • Negotiated an unheard of October rate for a top New York hotel (so there is at least one benefit to a recession!)
  • Re-introduced an “early bird special” rate for those registering before July 15

Where:
The conference hotel is The New Yorker, located a block from Penn Station, and within a short stroll of Macy’s, Times Square, the Empire State Building, Madison Square Garden, and many other Midtown sights.

When:
October 21 (Wednesday 1PM) to October 23 (Friday noon), 2009

Room rates:
An incredible (for a prime hotel in New York) room rate of $269, for either single or double, is available Wednesday and Thursday nights. A limited number of rooms is also available Tuesday and/or Friday nights should you choose to stay for fun or to meet with some of your NYC alumni.

Tuition:

  • $1,075
  • After September 15: $1,175
  • Additional attendees from same school: $995

Cancellations are accepted until September 15, 2009, but a 50% cancellation fee applies. After September 15, 2009, tuition is transferable but not refundable. Although the Marketing and Advancement Institute has always sold out and a waiting list is the norm, Management Institutes, LLC reserves the right to cancel the MAI in the unlikely event of insufficient enrollment.

Click here to register for the Marketing and Advancement Institute. Please wait until your spot at the Marketing and Advancement Institute has been confirmed before booking your hotel room. Once your registration has been processed, you will receive a confirmation email with hotel information. Click here to visit The New Yorker website.

To request more information about the Marketing and Advancement Institute, click here.



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