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2018 Finance Institute
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An overview of independent school finance for aspiring and early career heads of school and other administrators who do not have a finance / accounting background. Informative and engaging sessions will be led by financial professionals and independent school leaders. Enjoy opportunities to discuss and reflect with colleagues as you learn to make sense of your school's financial landscape.


Tuesday-Wednesday, January 16-17, 2018

  • Registration is from 9:00-9:30 AM on Tuesday, January 16.
  • The first session will begin at 9:30 AM.
  • We will conclude by 2:00 PM on Wednesday, January 17.


Crowne Plaza Charlotte Executive Park 5700 Westpark Dr, Charlotte, NC 28217


Breakout sessions will be led by financial professionals and independent school leaders on a variety of topics including:

  • Making the Most of DASL for Your School Finances
  • Budgeting Practices and Recent Research on Reserves
  • Managing the Mountains of Data
  • Endowment Best Practices
  • Financial Planning Tools for Successful School Leadership


 SAIS Member School 
 Non-Member School 
December 1 - January 3
 $375  $410
After January 3
 $395  $450



The SAIS block deadline has passed. You may make a reservation at a non-discounted rate based on availability here or by calling 1-800-2CROWNE. Check-in time is 3:00 PM. Check-out time is 12:00 PM. Parking, guest room internet, and airport shuttle are complimentary.

Please note that SAIS is not using a housing bureau for room reservations. SAIS nor the hotel will call you and ask you to make reservations over the phone. If you receive a phone call saying you need to make reservations, it is a scam. Please make your reservations online or by calling the hotel directly.


Business casual (erring on the side of casual) is always safe with us. We want you to be comfortable. Be sure to bring a jacket or sweater in case you find the meeting room chilly. We tend to skew cooler rather than warmer.


Be sure to visit with our exhibitors on-site:


  • TWITTER: Tweet us @SAISnews! The official Twitter hashtag for the conference is #saisFI. Please tag us when tweeting about the conference.
  • FACEBOOK: Be sure to like the SAIS Facebook page!
  • INSTAGRAM: Follow us on Instagram @SAISnews.


Please contact or (404) 583-6452 with any questions about this event.


Cancellations Policy: Cancellations received in writing to 21 days prior to the event will be refunded less a 20% processing fee. After that date no refunds are available.

Consent to Use of Photo / Video / Audio:  Registration, attendance at, or participation in SAIS meetings and other activities constitutes an agreement by the registrant to SAIS’s use and distribution (both now and in the future) of the registrant or attendee’s image or voice in photographs, videos, electronic reproductions, and audio of such events and activities.

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Institute for Heads
June 19-22, 2018 | Asheville, NC
This retreat offers an opportunity for thoughtful dialogue and engagement with colleagues on key issues facing heads of school and their spouses.

Dean of Students Symposium
June 27-29, 2018 | Asheville, NC
Develop a network of peers, discuss best practices on current issues, and gather practical ideas from colleagues.

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