Advance your Financial Fluency

An Indispensable Skill

Every successful school must rest on a firm financial foundation–but financial management can be the area where new and aspiring Heads have the least experience.  In fact, 48% of new Heads feel unprepared to manage their school’s financial health, according to a recent NAIS survey.  Our mentoring program cultivates the skills you’ll need to help your school prosper.

Our Process

The finance mentoring program includes in-depth consulting sessions. You’ll get tailored training in essential topics, such as budgeting, financial strategic planning, capital campaigns, tuition setting and financial aid, financial sustainability, and working with your CFO and board finance committees. You’ll also get to discuss your immediate concerns with our experienced consultant, Mike Waylett.

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Mike Waylett

Mike Waylett’s successful 40-year career in independent schools has included oversight of financial operations, human resources, buildings and grounds, major construction projects, and advancement offices, as well as significant experience with governance issues, strategic planning, and accreditation. Mike has held senior administrative and Head of School roles and has chaired numerous accreditation teams.

Contact Mike Waylett to learn more about School Finance Mentoring.


Lisa Darling 

Lisa has a rich history of demonstrating exemplary leadership across schools in Connecticut, Delaware, New Mexico, Pennsylvania, Texas, and Vermont. Her career includes a combined three decades of experience as Head of School and nearly a decade in Business Manager roles. Most recently, Lisa was the Interim CFO and subsequently the Interim Assistant Head of School at Christ School (NC). She previously sat on the board for NAIS and remains on the board of trustees for two Texas schools.

Testimonial

"Mike’s mentorship was transformative for me. His extensive expertise as a former Head of School and financial consultant was invaluable. Moreover, Mike is a natural teacher! He welcomed and addressed all of my questions and offered complex case studies to introduce concepts and challenge my thinking. Each session was crafted to my needs and enhanced my grasp of financial stewardship and strategic planning. Mike’s insights into Board/Head of School dynamics were particularly enlightening, proving crucial as I prepared for leadership interviews. I will enter my first Headship with confidence, equipped with the strategies and understanding imparted by Mike’s guidance."

Christine Saunders

Middle School Principal

Friends Academy



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