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2026-2027 Webinars

Board President Playbook: Culture Eats Strategy for Breakfast! 

September 16, 2026
2:00 pm - 3:00 pm CST
 
The role of the board president is critical when it comes to building board culture. Join Mary Katherine Duffy as she interviews two current and former board chairs to discuss the duties of the board chair and how that influences the culture as a whole.
 
 
 
 
 

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Strategic Plans Don't Fund Themselves

October 13, 2026
5:00 pm - 6:00 PM CST

Presented by: Mattingly Messina, Founder of Throughline

Mattingly Messina works with independent schools, nonprofits, and philanthropists on the relationships that make fundraising possible. He began his career at Google, where he worked as a legal negotiator handling regulatory lawsuits that required judgment, clear communication, and the ability to build relationships.
 
Around the same time, he began serving as a Trustee of his alma mater, St. Margaret's Episcopal School. He found that the exact same skills were necessary. That experience sparked a deeper interest in how schools financially sustain themselves. Mattingly later moved into advancement work in independent schools, focusing on annual giving, major gifts, and campaign planning. Over time, he found himself returning to relationships: a difficult conversation with a donor; a Head of School and Board in conflict; a fundraising program needing new leadership. Each of these situations has real impact on a school's revenue — but they're primarily solved through managing relationships.
 

Independent schools regularly adopt ambitious strategic plans that include new programs, facilities, initiatives, and expanded financial aid. But many schools discover too late that the plan didn’t include a realistic strategy for funding those priorities. This webinar explores the gap between strategic ambition and financial sustainability. Designed for heads of school, trustees, and senior leaders, we'll examine how a school's philanthropic capacity, annual fund performance, and major gift strategy intersect with their institutional priorities. You'll learn why many strategic plans struggle to gain philanthropic traction, how to evaluate whether your fundraising model can support your ambitions, and how heads, boards, and school leaders can structure priorities in ways that resonate with donors.
 

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Ledgers, Lessons, and Legacies: Budgeting Basics for Episcopal Schools

November 3, 2026
10:00 am - 11:00 am CST
 
Presented by: Cindy Stadulis, NBOA Consultant & CFO
 
Cindy Stadulis joined St. Stephen’s Episcopal School, Austin TX, in 2018 as the Chief Financial & Operations Officer. She is currently in her 39th year as a Business officer in independent schools having served as the Assistant Head for Finance and Operations at Kentucky Day School, Director of Finance and Operations at Dwight-Englewood School and the Business Officer at Princeton Day School. Her early career began as a CPA with KPMG auditing independent schools, hospitals, real estate ventures, banks and not-for-profit organizations. She has served on several not-for-profit boards in officer roles with NBOA, CSEE, ISAS Trust, ABOIS, INDEX, YWCA of Princeton, and Young Audiences of NJ. Additionally, she has recently served as a mentor in the NBOA Leadership Academy.
 

Good Budgeting is critical for any school, no matter the size. Join us as we welcome Cindy Stadulis, NBOA consultant and former CFO at St. Stephen's Episcopal School in Austin. Cindy will be teaching the fundamentals of good budgeting and taking Q&A from participants. This webinar will be particularly helpful to board treasurers, CFO/Business Managers and heads.
 

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Working with Adolescent Development to Create Cultures of Dignity

January 20, 2027
2:00 pm - 3:00 pm CST
 
Presented by: Megan Saxelby, Wild Feelings
 
Megan Saxelby, M.Ed., is an educator, speaker, and the founder of Wild Feelings, a consultancy dedicated to transforming how families and communities understand early adolescence through dignity-centered, research-backed practice. With over 17 years of experience in education, Megan is widely recognized for her ability to translate cutting-edge research in adolescent development, emotional intelligence, and belonging into practical tools that strengthen connection and resilience. Megan has collaborated with leading voices in social-emotional learning and youth development, including dignity expert Dr. Donna Hicks, bestselling author Rosalind Wiseman, and the digital wellness nonprofit #HalfTheStory, where she helped develop foundational curriculum focused on digital well-being and adolescent mental health. She is also part of the inaugural cohort of practitioners certified in Dr. Susan David’s Emotional Agility Leadership framework, bringing evidence-based approaches to navigating uncertainty, emotion, and change with clarity and compassion.
 

Most schools are still operating from what researchers call the Neurobiological Incompetence model - the pervasive belief that adolescents are deficient thinkers who need to be managed. That model creates the distance and disengagement schools are trying to prevent. Drawing on the dignity research of Dr. Donna Hicks and current developmental science, this session gives faculty and leaders a shared language and a practical framework for building school cultures where every student genuinely belongs - not as a value posted on a wall but as a daily practice embedded in how adults interact with students, how conflict is navigated and who the whole community grows.
 

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From Compliance to Community: The Secret to Total School Culture Buy-In

February 10, 2027
2:00 pm - 3:00 pm CST
 
Presented by: Rev. Scott Brown, President, TMI Episcopal, San Antonio, TX
 
Every school wants a thriving culture, but getting faculty, parents, and students all pulling in the same direction can feel nearly impossible. In this webinar, we are sitting down with the leadership team from TMI Episcopal School to learn about their incredible success in building a unified, deeply connected campus. You will hear about the frameworks they use to transform passive participation into passionate, community-wide ownership. Join us to discover how to bridge the gap between your school's values and everyday reality, creating an environment where everyone genuinely wants to belong.
 

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Beyond the Handbook: Real-World Risk Management for Episcopal Schools

April 7, 2027
10:00 am - 11:00 am CST
 
Presented by: Chris Carter, Director of Accreditation, SAES
 
Managing risk isn't an action or agenda item, it's a mindset that is essential for school leadership and the Board. Join us as we welcome Dr. Chris Carter, SAES Director of Accreditation for a practical, executive-level look at modern risk management. Drawing from years of direct leadership experience as well as his role in Accreditation, Chris will move past theoretical compliance to address the real-world vulnerabilities facing our schools today.
 

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Webinar Recordings

Each of the following webinar recordings is available at $199.00 per school. Contact Pat Blevins at plevins@swaes.org for details.

Student Mental Health and Well-Being
Student mental health and well-being are hot topics in schools these days, and they continue to be a concern for school professionals of every division. Join us as we hear from experts who are "boots on the ground" in students' lives. This panel of lower and middle school counselors will share their thoughts on the trends they are seeing in their schools and offer tips for helping students of all ages succeed. 
 
The Budgeting Process
What are the steps to a comprehensive budgeting process for a school? This webinar will explore best practices from the initial fall budgeting conversations, setting tuition, and passing the final draft by the board. Don’t go into the new budgeting process without these tools!
 
Building a Historical Financial Dashboard
Data is a school's best tool for making good decisions - and having a historical financial dashboard is one of the best ways to keep that data organized. Participants will explore how a historical financial dashboard can be used to “mine” critical data to inform the budgeting process, admissions and enrollment management.
 
Strategic Vision/Long-Range Planning
Now more than ever, schools should be planning strategically and long-term. Strategic thinking is one of the most critical skills a board member can have. Join Rob and Mary Katherine as they discuss how to set a vision for your school and then create a long-range financial plan that will support that vision.