Come hear us talk about data analytics.


  • February 23-26 2020, NBOA Annual Meeting (Orlando, FL). Dr. Harry Bloom will present on the topic “Enhancing Financial Sustainability and Affordability Through Advanced Financial Planning



“The presenter was knowledgeable and presented concrete information that was applicable to my work.”

– AISAP Conference Attendee




Would you like to schedule a speaker for your event? Contact Scott Burton.


  • January 16, 2019: Webinar with Dr. Harry Bloom, “Moving the Financial Needle: How St. John’s Prep Improved Affordability, Competitiveness, and Long-term Vitality Using Financial Reengineering 3.0” 
  • January 29, 2019: Webinar on independent school financial vitality with the Association of Waldorf Schools of North America. Details HERE. 
  • March 3-6, 2019: NBOA Annual Meeting (San Diego, California). Dr. Harry Bloom will present on updates to the BIIS database with Mary Kay Markunas of NBOA.
  • March 10-12, 2019: Prizmah Annual Conference (Atlanta, Georgia). Daniel Chiat will present on moving prospective parents into becoming enrolled parents and Dr. Harry Bloom will present on financial sustainability.
  • March 20, 2019: Webinar on “The Five Essential Elements of Non-Profit Strategic Planning” with Measuring Success’ Dr. Harry Bloom and featuring Abbie Weisberg, Executive Director of Keshet.
  • May 16, 2019: Webinar on “Enrollment Prospecting 3.0“, featuring guests Geordie Mitchell (Director of Enrollment Management and Strategic Initiatives at Buckingham Browne & Nichols School), Julie Hellmund (Director of Admissions, Saint Mary’s Hall), and Corinne Hall (Director of Admissions, Immanuel Schools).
  • August 27, 2019: Webinar on “Overcoming the Special Enrollment Challenges of Faith Based Schools”