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|Tuesday, November 28, 2023|
|11:00 AM - 11:50 AM|
Independent school leaders have been actively analyzing the economic, demographic, and technological pressures disrupting long-held financial and enrollment practices at independent schools. Now, in our post-pandemic world, external forces will continue to disrupt schools’ strategic goals and accelerate the need for change. For many schools, this will require reassessing their school revenue and expense levers, aligning financial strategies with market needs, and forging strong partnerships, which will be critical for success.
Introduction of Keynote by Megan Fangmeyer, Financial Aid Product Manager, FACTS
|12:00 PM - 12:50 PM|
Educational institutions that enroll international students face the challenge of pricing disparities across different regions. Additionally, collaborating with students’ agents can result in a further decline in net revenue. A flat discount rate for international students may not accurately reflect the intricacies of enrollment management. Our model will assist schools in accurately determining international market-based pricing. It will also provide international recruiters with the autonomy to tailor tuition packages to meet the needs of international families. This way, schools can improve their revenue management and better cater to the needs of their diverse student population.
Achieving socioeconomic diversity in your student body and minimizing the parent body's feelings of frustration and shame around your school's tuition assistance program may depend more on your messaging than it does on the amount of assistance you award. That challenge is greater when your target student demographic has little to no previous experience in private schools and requesting tuition assistance and is even greater when your school program is marketed in a way that seems financially unattainable for most of your target families.
Participants will learn how one school beat the odds by using a variety of tools and strategies to create socioeconomic diversity and a positive parent experience in their tuition assistance program.
|1:00 PM - 1:50 PM|
Comprehending the intricate ingredients of individual and business tax returns is akin to a complex recipe. Schedules like A, C, E, and K-1 play specific roles in tax filing and financial aid assessments to capture income sources, deductions, adjustments, and even find hidden cash flow not reported on the financial aid application. Understanding a family's income portfolio (W-2 earners, business owners, or both!) enables you to craft the perfect blend of documentation. Don't stew over trying to figure it alone. This session will help you learn the tax forms, where to look, and what it means for you and your applicants.
Participants will gain a comprehensive understanding of the various federal tax forms for individuals, families and business owners and how to use them effectively for their financial aid assessments, including capturing income sources, deductions, adjustments, and even to find hidden cashflow.
The cost of attending an independent private school is not insignificant, and financial aid programs are one of the ways in which schools alleviate some of the financial burdens on their families. But what about the costs past tuition, such as playing a sport or purchasing a computer? These costs can be prohibitive, even with financial aid, and they can make it difficult for students to participate fully in the community, creating a feeling of “otherness.”
|2:00 PM - 3:00 PM|
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