The Business of Independent Schools: A Conversation with Heather Hoerle and Jeff Shields
Date & Time
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.

Join industry thought leaders Heather Hoerle and Jeff Shields for an engaging and informative discussion about where we are today and where we should be going.

Learn about the trends shaping independent schools, Heather and Jeff’s bold predictions for the future, and the financial, business, and enrollment strategies you and your school leadership team should consider now to grow your annual operating revenue and achieve a sustainable, financially healthy school.


  • Heather Hoerle, Executive Director and Chief Executive Officer, EMA (Enrollment Management Association)
  • Jeff Shields, Chief Executive Officer and President, NBOA (National Business Officers Association)

Introduction of Keynote by Megan Fangmeyer, Financial Aid Product Manager, FACTS

Virtual Session Link