2022-2023 CAIS Sustaining Partners

Thanks to all our partners for their generous support.

At its core, we believe the CAIS Partnership Program is about a partnership between organizations that serve CAIS schools and the schools themselves. There are four levels of partnership and, in each, we want to customize the program to fit your needs so you can best serve our schools. To learn more about our partnership program, contact Christina Dixcy.

2022-2023 Principal Conference Partners

  Glennis Melley


For 75 years, CCS Fundraising has empowered many of the world’s greatest organizations to advance some of the most important causes in history. As leading consulting experts in campaign and development strategy, we plan and implement fundraising initiatives to help nonprofit organizations make a bigger impact—locally, nationally, and globally.  Members of the CCS team are highly experienced and knowledgeable across sectors, disciplines, and regions. Our unique, customized approach provides each organization with dedicated professionals who help mission-driven organizations meet their most pressing challenges and achieve their most ambitious goals. While the results of our work are immediate, our impact is enduring.

John Toscano


CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With 7,400 people, more than 120 U.S. locations, and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.


Aimee Gibison


Independent School Management is dedicated to advancing school leadership to enrich the student experience. Rely on 45+ years of research and insights to strengthen your school and deliver your mission with excellence. From Consultant-led professional development to student and staff insurance coverages, our services and resources ensure you’re doing what’s best for your faculty, staff, and students. Join a community of 900+ private schools to explore research-based approaches, provide proven coverages, and feel confident in your role as a private school leader. Learn more at isminc.com.

Jeff Clark


Flagship Networks is an Information Technology leader focused on providing custom technology solutions to clients of all sizes. We have nearly two decades of experience working with customers in all industries from schools and municipalities to healthcare institutions and professional practices Our comprehensive consulting, implementation, monitoring and support capabilities, combined with profound industry knowledge and IT expertise, help our clients achieve their technology goals and run their business more productively.

Liz Morse


TIAA was founded in 1918 to help teachers retire with confidence. That mission grew to include those in healthcare and more, creating reliable income for their futures while they work to make a difference today.Our commitment to doing the right thing—for our clients, employees and communities—has never wavered, and is why we’re an industry leader in building financially sound futures today.

Chris Brigham


Updike, Kelly & Spellacy P.C., with three offices throughout the state of Connecticut, represents a wide range of education law clients in a variety of practice areas including Commercial Lending and Banking, Employment, Healthcare, Real Estate, Governance, Taxation, Environmental, and Trust & Estates. We believe in a common sense approach to legal issues and challenges facing our education and business clients. Our firm provides legal and counseling services to independent schools on a variety of matters. Our attorneys have the expertise to help schools navigate internal and external investigations, student discipline issues, employment issues, municipal tax exemption matters,school/parent relationships, board relationships and governance issues, by-law reviews, student, parent and faculty handbook reviews, and vendor, staff and faculty contract preparation and review.


Key Conference Partners

Michael LeBlanc 203-938-8400 CCiVoice is a full service local telecommunications company with a history of 42 years in the phone business! We are a soup to nuts telecom provider, offering our own hosted phone service (we are your phone carrier, your phone system and your support), premise phone systems, networking, cameras, access control and cabling.  Over the years we have become especially attuned to the unique needs of independent schools and we're grateful to count 9 (and growing) Connecticut Independent schools among our hosted phone service clients, as well as schools in Massachusetts and New York. We know schools often have to stay up to date with technology while also grappling with older infrastructure and we love that challenge! We also know many schools have top notch IT people but other, smaller schools, may not have a dedicated IT resource, so our technicians and engineers can either collaborate with your IT staff on project planning and implementation or we can assume the role of your IT staff ourselves.  Give us a call or shoot us an email because we'd love to hear from you - [email protected] or 203-664-1777
John Gover


Cross Insurance is one of the largest family held insurance brokerages in the country, supporting businesses of all sizes with property & casualty insurance, risk management programs, as well as employee benefit plans. Cross is headquartered in Bangor Maine and has over 50 offices across the East Coast, including 10 in Connecticut. Our education practice is focused on helping independent schools with the design, implementation, as well as administration of individualized property & casualty programs. We strive to act as an extension of the business office and serve as the outsourced risk advisor to trustees and school leadership teams.
Kate Henderson 781-635-0579 FACTS Management partners with K-12 schools across the country to help manage their end-to-end needs for everything academic and financial related. In CT, FACTS is partnered with over 100 schools to help with their tuition and fee receivables through flexible payment plan and student billing options.
Christa Maull 860-368-2376 The S/L/A/M Collaborative is distinguished by design excellence and integrated services. A national leader in planning and design for independent schools, SLAM brings a high level of expertise as a multi-discipline design firm with project experience at over 60 independent school campuses.SLAM’s integrated project management approach ensures seamless and experienced oversight to improve cost efficiencies, maximize team effectiveness and ensure successful outcomes.With a depth of experience and in-house resources, SLAM has the ability to exceed your project expectations. Our extensive industry knowledge as planners, designers and builders, bolsters our reputation as trusted leaders and advisors and adds value at a level that is unique among architectural and construction management firms.


Select Conference Partners

Tom Walsh 203-359-4704

A.P. Construction Company is a construction management and general contracting firm headquartered in Stamford, CT. The Company is experienced in all types of construction including commercial, education, healthcare, multifamily, and municipal. A.P. Construction’s team approach and attention to detail, while meeting the needs of owners, tenants, and architects, have established its reputation for integrity, quality, efficiency, and savings.

Jack Strain 617-774-1555

Serving schools since 1930, Dewar is the originator of the Tuition Refund Plan, a proven method for protecting both schools and families from the financial consequences of student withdrawals and dismissals.

Gerry Holland 860-242-5565 Since 1921, Bartlett Brainard Eacott (BBE) has been serving the construction needs of clients throughout New England. BBE is recognized as an industry leader, offering comprehensive pre-construction planning and operational resources to assure high quality, on-time and safe execution of our projects. An Engineering News Record - Top 400 Contractor, BBE has completed modest projects to those valued over $100 million. Our core values of integrity, reliability, service and professionalism have served as the hallmarks of BBE since its inception. BBE specializes in large, complex projects, fostering innovation, embracing emerging technologies, and making a difference for our clients, students, employees and community. EXPERIENCE HIGHLIGHTS• Annual volume in excess of $150 million • Operations in CT, MD, MA, NC, NY and PA• 2022 Hartford Courant Top Workplace• Commitment to creating a diverse workforce • Decorated Safety program (CCIA’s Platinum award - 10 consecutive years)
Todd Andrews


Centerbrook designs diverse and sustainable buildings for independent schools, research institutes, civic and cultural organizations, colleges and universities, businesses, and religious congregations. Since its founding in 1975, Centerbrook has grown from seven architects who primarily designed passive solar houses into a practice of 57 from seven countries focusing ondesign innovation and environmental responsibility. Centerbrook’s work has been recognized with more than 400 awards for design excellence, including the National AIA Firm Award, the highest honor the American Institute of Architects confers.Centerbrook has been commissioned by 52 private independent schools to design master plans, athletics facilities, classroom buildings, residence halls, power plants, student centers, science buildings, music and studio arts centers, dining halls, and headmaster’s houses.

Mark Cardone 908-206-2860 Recognized for outstanding client service and accessibility to decision makers, ConnectOne Bank offers creative solutions to independent schools for tax-exempt bond financing and taxable financing of capital improvements, including loan terms up to 30 years and fixed rate offers up to 20 years. Our cash management suite of products and services enables schools to leverage technology and create a virtual bank branch in their business office.
Dan Froelich 303-764-5763 D.A. Davidson & Co. is an employee-owned investment banking firm dedicated to serving colleges and universities, independent schools, and non-profit organizations with their debt financing needs. We serve our clients as an underwriter, placement agent or financial advisor.
Sean Kenney


Independent schools engage EarlyBird Power to save money on their energy costs. CAIS selected EarlyBird Power to manage the CAIS Energy Coop, an energy buying group that leverages the volume of 46 participating schools. By aggregating the total load of the group, each school is able to secure the lowest available rates for their electricity and natural gas supply. CAIS member schools also seek EarlyBird's expertise in leveraging rebates for energy efficiency upgrades, sourcing green power, and exploring solar installations on their campuses. Contact EarlyBird Power if you would like a no-cost utility bill audit or to learn more about the CAIS Energy Coop for your school.
Joseph Blatt 646-253-5253

FORVIS, LLP is a professional services firm providing assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences™. Ranked among the top 10 public accounting firms in the country, FORVIS has 5,500 dedicated professionals who serve clients in all 50 states as well as across the globe. FORVIS is built upon the strong legacies of BKD and DHG, which are reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next. Visit forvis.com for additional information.

Chris Duble 978-322-7225 Fred C. Church Insurance is an independent insurance broker founded in 1865. One of the nation's leading providers of innovative risk management and insurance solutions for educational institutions, their Education Team works with over 200 independent schools as well as many experiential education providers, charter schools, colleges and universities. Here in Connecticut, Fred C. Church has been the sole broker and risk management adviser since 2006 for the Nutmeg Group – the highly successful risk management consortium currently serving 58 Connecticut independent schools. Led by Julie Price, Jeff Olsen, Bobby Riley, Mike Lucas and Chris Duble, the Fred C. Church team has also been a long-time and loyal supporter of CAIS.
George Howe 203-929-5750

Gregory & Howe is a Management Company that provides personalized service and solutions to clients that are required to comply with State and Federal Safety regulations. Gregory & Howe reduces the administrative burden which allows our clients to focus on their core competency.

Matt Libby 203-315-0505

Originally founded in 1973, MDG is a nationally respected employee benefits brokerage and consulting firm licensed in over 30 states. We assist clients with the design, implementation and administration of employee benefit programs. Our staff members are seasoned insurance industry professionals with a wealth of subject matter expertise.MDG services a variety of clients in the education space. We recognize each school has its own unique circumstances and challenges relating to employee benefits. Our staff takes a consultative approach to evaluating each school’s needs and goals. Employee benefit strategies and plans are customized to each school’s needs. MDG continually monitors and assists with plan administration throughout the year.

Mark Robbins 203-228-6846 MHR Development is an energy efficiency and sustainability consulting firm that provides expertise to develop and improve buildings for economic resiliency, health and safety, and environmental sustainability. We implement comprehensive energy projects that advance financial and social responsibility for schools, not for profits, and private and public sector clients. We recently completed a comprehensive energy efficiency upgrade at The Foote School, an energy audit for the Pine Point School, and are currently working with the Indian Mountain School to assist with utility incentives and solar system planning for the school’s new field house.

MHR employs a multi-measure approach to optimize building health and performance. First, we maximize energy efficiency then we implement renewable energy systems and controls. Our holistic approach reduces total operating costs, while enhancing occupant health and comfort and improving the client’s asset value.
Comprehensive energy services include energy infrastructure planning, solar photovoltaic (PV), combined heat and power (CHP), geothermal heat pumps, architectural LED lighting, water and fuel conservation, demand mitigation technologies, building management systems, air purification systems, weatherization, and preventative maintenance optimization.

Rich Bartlett 860-507-8877  NFP is a leading insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement and individual solutions. We enable client success through the expertise of our professionals across the globe, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. Learn more about who we are and key elements of our organization.
Molly Pultz  

Paymerang provides streamlined invoice and payment automation solutions that bring Accounts Payable (AP) departments into the modern age. Paymerang's solutions save AP departments hundreds of hours annually, enhance visibility, increase accuracy, improve efficiency, and earn rebates while reducing paper, fraud risks, and operating costs.

Elyse Stahl


Peter Gisolfi Associates, founded in 1976, is an award-winning firm of architects, landscape architects, and interior designers, with a different point of view. Our mission is to design "places" -- buildings or groups of buildings which connect emphatically to outdoor spaces. These places relate strongly to their setting, and respect local and regional history, context, and traditions.

The firm, modeled after design studios in schools of architecture, is a place of learning. We think beyond the boundaries of conventional solutions to be effective stewards of the environment. We listen and learn from each other, from the world at large, and from our clients.

Our projects include academic buildings, campus master plans, academic and public libraries, municipal buildings, hotels and restaurants, commercial and corporate spaces, housing, private residences and gardens, urban space plans, parks, athletic fields, and recreation facilities.

Robert Cordero 914-381-8900

If you look at a list of PKF O'Connor Davies' services they may look like many other firms. We provide accounting and assurance' tax compliance and planning services,family once and advisory services. But at PKF O'Connor Davies we know it's not what you provide that defines you, it's how you provide it and who delivers it that makes all the difference. Our longstanding commitment to serving not-for-profit organizations and special forte in Independent Schools equips us to bring meaningful experience and practical knowledge to administrators and their governing boards. In addition to outstanding audit and tax services, our advisory support helps managers address business issues that grow in quantity and complexity with every graduating class.

Pullman and Comley Sally Laroche 203-330-2000 For more than 100 years, Pullman & Comley has earned a reputation as a leading provider of legal services, serving clients throughout Connecticut, the Northeast, and internationally.  We are close and trusted partners to our clients, committed to providing the highest levels of service and value through hard work, innovative thinking and delivering real results.  We believe that when our clients are successful, we are successful. Since 1919, our firm has continued to grow and adapt to meet our clients’ changing needs, helping them to address the challenges and opportunities of every economy.  We serve major financial institutions, public and private companies of all sizes, health care providers, service businesses, trade associations, manufacturers and emerging growth businesses in the alternative energy and information technology industries, as well as government entities, educational institutions, non-profit organizations and individuals.
Meg Fowler Tripp 617-266-8577 Since 1979, New England-based Sametz Blackstone has worked with organizations of different sizes and stripes to better define their place in the landscape, attract new constituents, and more deeply engage their existing communities. We help our independent school and higher education clients reinforce desired attributes, connect with current and prospective students and their families, more deeply engage alumnae/i, build comprehension of their offerings, and bolster both earned and contributed income—all while adding value to their brand. We believe communications informed by research and strategy and fully integrated—across departments, media, and over time—serve you better, and deliver better results and value. We have strategists, writers, designers, web developers, and production specialists working together, giving us the capacity to evolve appropriate strategies and plans— and then connect those strategies to effective and engaging execution. We create the brand-building communications programs needed to forge new connections, encourage participation, and strengthen relationships—whether we're engaged to craft an entire brand system, an integrated suite of admission materials, a capital or annual fund campaign, or a comprehensive website. We are delighted to be part of CAIS, and to connect with this diverse community of member schools.
Tim Lauf 240-893-5992 SchoolPass is the complete K-12 campus movement and safety solution. Consolidate student safety, physical attendance, dismissal, and parent engagement into one connected and patented platform.
Julie Fay 860-251-5000

Shipman's Independent School lawyers understand firsthand the complex issues and distinctive nature of the independent school environment. As experienced advisors in the education and school law field, we are counsel to over 150 educational institutions, including a diverse group of independent day and boarding schools, including Montessori, K-12, junior boarding, and religiously affiliated schools. Working across internal school departments, from the head of school to human resources, we provide integrated counsel tailored to meet the needs of the school community. We understand the complexity of the school environment and our clients’ need to have practical, real-time solutions to even the most complicated legal issues in a timely and cost-effective manner. Whether our clients are navigating a student discipline matter or employment claim, engaging in new campus construction, or responding to regional, national or global disruptions, we have them covered.

Stephanie Beals 860-547-1970 TSKP STUDIO is a diverse architectural practice that continues the legacy of our founder, Tai Soo Kim, who grew the firm to international recognition through a dedication to hard-work, exploration and commitment to logical and elegant design. Our work follows no set style but rather it responds to the unique context of each site and client to arrive at a design solution so simple and elegant as to seem obvious. By embracing the diversity and talents of our staff we leverage a broad range of skills and experiences to provide fresh solutions to complex challenges. Regardless of project scope, size or budget, our definition of success is creating spaces that positively impact the life, productivity and wellbeing of our clients and end-users.