2022 Summit

About our Leadership Initiative

Missions are advanced and visions realized when the passions and talents of individuals are engaged in a common goal. This requires exceptional leadership as well as generous donors.

Though there are many experienced fundraising professionals working each day to engage new donors and steward existing ones, the magnitude and pace of philanthropic giving are amplified when the institution’s top leader becomes its top philanthropy champion.

Marts & Lundy created The Azure Summit so that leaders of mission-driven organizations can experience the highest-quality teaching on the critical role they can play in developing a deep and broad culture of philanthropy. The Summit’s leadership curriculum is tailored to high-performing professionals who expect to gain significant knowledge that drives their expertise and action to new heights.

  

The Curriculum

01
Keynote: What Strategy Is, Why it Matters, and How it Works: A Primer for School Heads

In the recurring exercise of school “strategic planning,” one crucial concept often gets lost along the way: strategy itself. In this session, we’ll cut through process and politics to isolate strategy as a core idea in business scholarship and practice. Then, we’ll explore strategy in the context of a mission-driven, value-laden school. What are the key business decisions Heads and Boards must make in order to ensure institutional vitality? And how can Heads begin to establish mechanisms for making sure strategy remains a central, not a peripheral, consideration?

01

Keynote: What Strategy Is, Why it Matters, and How it Works: A Primer for School Heads

In the recurring exercise of school “strategic planning,” one crucial concept often gets lost along the way: strategy itself. In this session, we’ll cut through process and politics to isolate strategy as a core idea in business scholarship and practice. Then, we’ll explore strategy in the context of a mission-driven, value-laden school. What are the key business decisions Heads and Boards must make in order to ensure institutional vitality? And how can Heads begin to establish mechanisms for making sure strategy remains a central, not a peripheral, consideration?

02
Planning for and Executing a Campaign

Before hitting the go button, ensure that your School is ready to take on the rigors of a campaign. This session will take you through an assessment to determine the readiness state of your School. Few campaigns follow a linear path. This session also will provide an overview of what to expect in each phase and examples of course corrections when necessary. Most important, this will give you a clear sense of the roles you, your Board and your advancement team should play.

02

Planning for and Executing a Campaign

Before hitting the go button, ensure that your School is ready to take on the rigors of a campaign. This session will take you through an assessment to determine the readiness state of your School. Few campaigns follow a linear path. This session also will provide an overview of what to expect in each phase and examples of course corrections when necessary. Most important, this will give you a clear sense of the roles you, your Board and your advancement team should play.

03
The Board's Role in a Campaign

How critical is your board to the success of your campaign? We will answer this and more in this interactive session. You will also learn an easy rule of thumb that will enable you to figure out if you have the right board and right campaign goal.

03

The Board's Role in a Campaign

How critical is your board to the success of your campaign? We will answer this and more in this interactive session. You will also learn an easy rule of thumb that will enable you to figure out if you have the right board and right campaign goal.

04
CEO- CAO- CFO Partnership

We will share scenarios and a case study in which the HOS, CEO and CAO relationship is crucial for a healthy institution, discussing what works and what does not—ultimately charting a course to the best partnership.

04

CEO- CAO- CFO Partnership

We will share scenarios and a case study in which the HOS, CEO and CAO relationship is crucial for a healthy institution, discussing what works and what does not—ultimately charting a course to the best partnership.

05
Campaign Realities: From the Head of School Perspective

A campaign impacts the head differently and more deeply than any other person in the organization. We will identify and discuss these stressors and pressures to help position you to thrive in this new role.

05

Campaign Realities: From the Head of School Perspective

A campaign impacts the head differently and more deeply than any other person in the organization. We will identify and discuss these stressors and pressures to help position you to thrive in this new role.

06
Building Internal Strength

One key catalyst of your campaign will be your internal infrastructure. This session will provide two case studies to illustrate how to expand the major gift activity of your advancement team and how to build a broader set of internal champions, including the broader school community, to expand upon the work of the Head of School and Chief Advancement Officer.

06

Building Internal Strength

One key catalyst of your campaign will be your internal infrastructure. This session will provide two case studies to illustrate how to expand the major gift activity of your advancement team and how to build a broader set of internal champions, including the broader school community, to expand upon the work of the Head of School and Chief Advancement Officer.

07
Mastering a Donor Meeting

Understanding what motivates donors to invest deeply in your School is critical to achieving new heights in your fundraising program. We will position you to develop effective strategies for engaging your constituents in a meaningful and ultimately productive way.

07

Mastering a Donor Meeting

Understanding what motivates donors to invest deeply in your School is critical to achieving new heights in your fundraising program. We will position you to develop effective strategies for engaging your constituents in a meaningful and ultimately productive way.

08
Case for Support

We will focus on best practices in case development, reviewing the many paths to a case. There is no one way to get there, but there are core fundamentals to consider. This session will be infused with examples of strong cases and will provide you with worksheets to guide your thinking about building the case.

08

Case for Support

We will focus on best practices in case development, reviewing the many paths to a case. There is no one way to get there, but there are core fundamentals to consider. This session will be infused with examples of strong cases and will provide you with worksheets to guide your thinking about building the case.

Keynote Speaker

Peter Upham

Pete completes a 15-year run as Executive Director of The Association of Boarding Schools (TABS) in the summer of 2022 in order to revive a school consulting practice he paused for his work at TABS.

TABS is the voice for college prep boarding schools, with approximately 215 member institutions in the United States, Canada, and around the globe. As a “community of communities,” TABS partners with school leaders—particularly Heads and Assistant Heads of School, Residential & Student Life Practitioners, and Admission & Marketing Professionals, as well as CFO’s, Advancement leaders, and other key administrators—to drive excellence, innovation, and collaboration so that every student thrives. TABS hosts an annual conference, as well as other site-based and virtual workshops and symposia; produces industry research; supports schools and families through Tuition-Net, the association’s tuition insurance plan; and has a robust website for educators at TABS.org and for families at BoardingSchools.com.

Earlier in his career, Pete spent thirteen years in boarding school administration and teaching, six as Assistant Head of School at Asheville School in North Carolina. Before his appointment at TABS, Pete was the owner and principal of CWJ Consulting, a firm assisting schools, educational organizations, and non-profits in the areas of strategy, advancement, and planning. His current consulting and scholarly interests include educational leadership, school strategy, institutional risk management, workplace learning, organizational culture and change, advanced data analytics, and total resource development. He is a frequent speaker and presenter at education conferences, board meetings, and school ceremonies.

Pete is former Board President for Hanger Hall, an independent school for girls, and former Vice-President of the Board for the Diocese of Charlotte Schools, a regional Catholic school system. He is also a poet; his work has appeared in a number of national and international journals.

Pete was educated at Hotchkiss School. He did his undergraduate studies at UNC-Chapel Hill as a Morehead Scholar, and earned his M.S.Ed. from the University of Pennsylvania, where he is currently completing his doctoral dissertation. He lives just outside of Asheville, North Carolina with his wife and children.

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Faculty

Marts & Lundy Faculty

About Karen Callahan

Karen spent 25 years leading advancement programs at Northfield Mount Hermon School and Brooks School and has served more than 40 schools across the country in various stages of campaigns.

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Karen Callahan

callahan@martsandlundy.com

About Sarah Cave

Sarah spent the last 20 years in development programs from Agnes Scott College to Holy Innocents Episcopal School and served as counsel for independent schools throughout the Eastern seaboard including Hackley, McDonogh and Westminster Schools.

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Sarah Cave

cave@martsandlundy.com

About Emilie Henry

Emilie has deep experience in donor strategy as well as planning for and conducting several successful independent school campaigns. As Vice President for Institutional Advancement at The Westminster Schools in Atlanta, GA, Emilie is responsible for leading development and communications operations at one of the country’s largest independent day schools.

Emilie Henry

emiliehenry@westminster.net

About Charlie Melichar

Charlie has worked extensively in the independent school sector, focusing on issues related to strategic communications and building the case for support.

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Charlie Melichar

melichar@martsandlundy.com

About Taylor Stockdale

Taylor has 30-plus years of experience with independent schools and has served as Head of Schools at The Webb Schools since 2010.

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Taylor Stockdale

stockdale@martsandlundy.com

About Martha Voegeli

Martha has worked in advancement for over 30 years, serving a variety of educational institutions. Her consulting experience includes strategic counsel to more than 20 independent schools.

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Martha Voegeli

voegeli@martsandlundy.com

About Jim Zimmerman

Jim has spent three decades leading advancement programs at Middlesex School, Cate School, The Lawrenceville School, Francis Parker School, and currently The Branson School. He served as a trustee of his alma mater, Bucknell University. In 2021,Jim accepted the Chief Advancement Officer position at The Branson School and became a Marts&Lundy Consulting Partner.

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Jim Zimmerman

zimmerman@martsandlundy.com

Testimonials

The benefit my Advancement Director and I received from attending The Azure Summit was far greater than I had imagined! I’ve been to many local, state and national conferences focused on the topic of building a philanthropic culture and capital campaign and this was by far more helpful and personalized. We both walked away feeling more knowledgeable, empowered, and prepared to create and lead the way in advancing my school! It was superb! Thank you!

  • Arvi Balseiro, Head of School
  • The Cushman School

As we are entering a campaign and have done a feasibility study with Marts&Lundy, this felt tailored to where we are in the process, and it laid out a great roadmap for the next steps. I would recommend that Heads attend after their first year in the role. I just finished my fifth and I absolute wish I had attended 3-4 years earlier.

  • Jennifer Galambos, Head of School
  • Kent Place School

My experience with the Azure Summit was nothing but positive. I felt that it was designed to help someone like me who has spent my career on the academic side of the program. It gave me the opportunity to learn from the experts, who have been in the trenches with schools across the country during their strategic planning and all stages of their capital campaigns in all cycles of the economy. The shared anecdotes, the role play with potential donors, and the opportunity to ask questions and dig in was invaluable.

  • Jess Hill, Head of School
  • Harpeth Hall

Each presentation got me thinking about what I need to do as Head of School to prepare my community for a campaign. I walked away with many ideas and direction that I would have never thought about without the Summit.

  • Jim Detora, Head of School
  • Avon Old Farms School

Contact Us

If you’d like more information on our curriculum and presenters, please contact Karen Callahan at kcallahan@martsandlundy.com or by phone, 978-476-1270.

 

For questions or assistance with your registration or lodging, please contact Angie Sheffer at sheffer@martsandlundy.com or by phone, 434-996-8220.