Agenda

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2025 Data to Drive Strategy Virtual Summit: Major Keys for Admissions & Enrollment

 

Tuesday, May 6, 11:15 - 3:00 pm ET

11:15-11:25 pm ET: Welcome


11:30-12:30 pm ET:  Session Block 1 

Keynote: The Future of Data-Driven Enrollment Strategies
An exploration of how institutions are using data to shape admissions strategies, personalize outreach, and optimize enrollment pipelines.

Speakers: Amada Torres, VP of Studies, Insights, and Research, NAIS & Geordie Mitchell, Assistant Head of School for Institutional Advancement, La Jolla Country Day School

Data Collection 101: Building a Reliable Admissions and Enrollment Dashboard
Best practices for collecting, organizing, and visualizing data to improve decision-making and track enrollment trends effectively.

Speaker: James Eberhart, Director of Financial Aid, Chadwick School

Legal Considerations for Admissions Professionals

How to ensure responsible use of applicant data, avoid bias in decision-making, and maintain transparency with stakeholders.

Speaker: Janice P. Gregerson, ESQ, Partner, Independent School Law, Venable  


12:30-12:45 pm ET:  Break


    12:45-1:45 pm ET: Session Block 2

    Predictive Analytics: Forecasting Enrollment Trends
    How predictive modeling helps anticipate applicant behavior, yield rates, and retention challenges.

    Speaker: Karla Vargas Kennedy, Assistant Head of Enrollment, Woodberry Forest School

    Beyond Test Scores: Using Holistic Data for Admissions Decisions
    Exploring alternative metrics—student engagement, extracurriculars, essays, and more—to inform admissions strategies.

    Speakers: Maggie Jackson, Director of Admission, Hawken Upper School & Gail Kelley, Director of Enrollment Management, St. John's Episcopal Day School

    Measuring What Matters – Identifying the Right Enrollment Metrics

    With abundant data available, how do you determine which metrics truly impact enrollment success? This panel will explore the key performance indicators (KPIs) that matter most, from application trends to engagement metrics. The session will discuss how to track, interpret, and act on data to refine strategies and maximize enrollment outcomes.

    Speaker: Jennifer Webb, Director of Enrollment Management and Financial Aid, Flint Hill School


    1:45-2:00 pm ET:  Break


      2:00-3:00 pm ET: Session Block 3

      The Importance of Data in Strategic Decision-Making
      Understanding the importance of data in driving admissions and enrollment strategies.

      Speakers: Sally Kiedel, Head of School, The Agnes Irwin School & Polly Freudland, Head of School, Westover School

      Conversation with Colleagues: The Enrollment Cliff
      This informal, off-the-record session is designed to spark authentic dialogue and shared learning among peers. No slides, no recordings—just real conversation. We’re hearing a lot about the ‘enrollment cliff.’ Let’s talk about what it really means for us — and how data can help us prepare, not panic.

      Speaker: Janice Crampton, Executive Director & CEO, AISAP


      Wednesday, May 7, 11:30 - 3:00 pm ET

      11:30-12:30 pm ET: Session Block 4

      Unlocking Possibilities: Discovering Efficiency through Data and Online AI Tools 

      A dynamic exploration of how data-driven insights and the latest AI technologies are revolutionizing productivity and decision-making. This session delves into practical applications of online AI tools, showcasing how they streamline workflows, enhance innovation, and unlock new levels of efficiency across industries.

      Speakers: Kathleen Steinman, Director of Institutional Research, New Canaan Country School & Matt Clemmens, Principal Consultant, Clemmens Consulting LLC

      CRM Best Practices: Optimizing Lead Nurturing & Yield Strategies

      How to leverage your CRM to track leads, personalize communication, and convert applicants into enrolled students .

      Speakers: Cristy McNay, Enrollment Solutions Consultant, Finalsite & Josh Labove, Director of Enrollment, Kimball Union Academy


      12:30-12:45 pm ET:   Break


      12:45-1:45 pm ET: Session Block 5

      Discover the Prospects in Your Own Backyard Using Free Tools
      Your next prospective family could be closer than you think. We will provide a comprehensive guide to identifying and engaging local families using free and accessible tools.

      Speaker: Andrew Esparza, Founder, Kingdom Analytics

      Data: Your School Board’s North Star- How to Make It Shine in Board Reports
      Join a data insight session that will revolutionize the way your board understands and drives your K-12 private school's success by discovering how data can be your secret weapon. By leveraging data, you can uncover hidden opportunities for enrollment growth within your region. Transform raw data into compelling narratives that inspire your board and galvanize action. Additionally, empower your board members to actively participate in enrollment and admissions initiatives by providing them with data-driven insights.

      Speakers: Rebecca Mendoza, Senior Director of Marketing, VenturEd Solutions & Sam Rosenfeld, Sr. Director, Solution Strategy and Partnerships, VenturED Solutions

      Cracking the Code: Is Yours a Market or Marketing Challenge?
      In today's competitive landscape, schools often face challenges in enrollment and retention, but determining whether the issue lies in the market itself or in your marketing strategy can be tricky.
      In this session, you'll learn how to identify the root cause of your problem by leveraging a variety of research tools, including market analysis, competitor benchmarking, and internal surveys. Once
      you've diagnosed the issue, we’ll explore actionable solutions tailored to your specific situation.

      Whether you need to adjust your marketing message or pivot to a new market strategy, you'll leave with practical insights and strategies to move your school forward.

      Speaker: Dana Nelson-Isaacs, Founder & President, DNI Consulting


      1:45-2:00 pm ET: Break


      2:00-3:00 pm ET: Session Block 6  

      Conversation with Colleagues: Maximizing Enrollment Success from Pre-K to 1st Grade: Admission Assessments and Data 

      This informal, off-the-record session is designed to spark authentic dialogue and shared learning among peers. No slides, no recordings—just real conversation. Come ready to listen, contribute, and connect with others who understand the unique dynamics of our work. Whether you’re here to gather ideas or offer your own, this is your opportunity to engage in a meaningful, collegial exchange in a relaxed, supportive setting.

      Speakers: Caroline Doswell, Executive Director, Admission Testing Solutions & Louise Thompson, Director of Enrollment Management, Lakehill Preparatory School

      The Data-Driven Admissions Office: Building a Culture of Analytics
      A data-driven admissions office doesn’t just collect numbers—it transforms them into strategic insights that shape enrollment success. This session will focus on building a culture where data informs decision-making at every level.

      Speaker: Tyler Sant, Director of Enrollment Management, Holy Innocents' Episcopal School

      Closing Keynote: Turning Insights into Action for Admissions and Enrollment Growth
      A wrap-up of key takeaways and actionable next steps for institutions looking to maximize data-driven enrollment success.

      Speaker: Scott Barron, Founder & Chief Executive Officer, School Growth, LLC