Thank you to to our Partners:







10:30 - 11:30

Celebrity Ballroom A

State of the State Economy
David Lehman, Commissioner, Connecticut Department of Economic and Community Development

David Lehman serves as the Commissioner of the Connecticut Department of Economic and Community Development (DECD), the state agency that oversees a wide range of programs promoting business growth, brownfield redevelopment, the arts, historic preservation and tourism.

David also serves as the Governor’s Senior Economic Advisor. He is hard at work at creating an innovative public-private partnership between DECD and AdvanceCT (formerly CERC) that will provide a new economic development delivery model for our state.  

David’s business development priorities include helping build our urban centers into engines of growth, furthering the state’s innovation and entrepreneurial ecosystems, and strengthening the state’s workforce pipelines.

Prior to joining DECD, David worked in the financial services industry. Most recently he was Global Head of Real Estate Finance for the Investment Banking Division of Goldman Sachs, where he worked for 15 years.

LUNCH -- 11:30 - 1:00

11:30 - 1:00


CAIS Welcome Wagon Lunch
Were you a new CAIS business officer in 2020 or 2021? Join CAIS Commission on Business Affairs members for an informal chat and make connections that will help you as you navigate your new role.

1:00 - 2:00

Celebrity Ballroom A

Strategically Reframing the Value of Professional Relationships through Building Community, Choosing Happy and Saying Yes
Kyle Reynolds,
Director of Theater at Kingswood Oxford School

Kyle Reynolds is an award winning artist, collaborator and educator. He brings an accomplished career demonstrating program leadership revitalization as an educator and administrator. Kyle's expertise offers strategies in conceiving and building programs through project management, professional development, organizational leadership/restructure, group facilitation and curriculum design. Kyle has a strong connection to Broadway as he is most well known for bridging Connecticut schools with Broadway performers and Tony Award winners. Throughout Kyle's tenure, his students have achieved successful careers in both Broadway and off-Broadway productions, national tours along with acceptance to the most elite musical theater college programs in the world. Throughout Kyle's professional life, he's contributed to raising millions of dollars for collegiate annual funds, served as business manager to arts programs, and he is most proud of the educational programs he's been able to save, build and allow to thrive. Previous keynote presentations include: "Get Out The Windex!, The Shattering Truth of our Glass Ceiling", "Endorsement vs. Portrayal, The Dangers of American Musical Theater", and "Reynolds Rules: A Guide to Fearless Public Speaking". Kyle is currently the Director of Theater at Kingswood Oxford in West Hartford, CT. 

2:10 - 2:35

Session descriptions are available here.

P.1 Are Your Business Payments Safe?

John Zaudtke & Sierre Lindgren, Paymerang

Bravo A

P.2 Get Paid to Go Green

Sean Kenney & Shaun Pandit, Early Bird Power

Bravo B

P.3 Accounting and
 Update for Independent Schools

John Toscano, CliftonLarsonAllen LLP

Bravo C

P.4 The Benefits of
Using Your Tuition Management
System As Your Receivables Subsidiary Ledger

Kate Henderson, Regional Vice President of FACTS Management & Maggie Dolan, Director of Finance at Independent Day School

Star Room

P.5 How to
Improve Your
and Emergency
While Also
Your Expensive
and Tired

Michael LeBlanc, CCi Voice

Red Carpet A

P.6 Positioning
Yourself Well in
the New Liability Landscape

Julie Price – Vice President, Education Team Leader – Fred C. Church Insurance
Chris Duble, CEO, Education Team Client Executive – Fred Church Insurance

Red Carpet B

2:40 - 3:05

Session descriptions are available here.

The Newest Wave of Retirement Plan Participant Education...

Patrick Morrissey, Senior Advisor, Retirement
Jeff Fogle, Advisor, Retirement, NFP

Bravo A

PP2. Reimagining the Independent School Campus -- Planning For The Future

Richard Connell, FAIIA & Nathan Bernier, CPE, LEED, AP SLAM Construction Services

Bravo B

PP3. Best Practices in Tuition Refund Insurance

Jack Strain, Executive Vice President & John Sugrue, Account Executive, A.W.G. Dewar

Bravo C

PP4. Do You Know Who is on Your Campus Right Now, and Should They be?

Johnny Helenek, Solution Specialist, SchoolPass

Star Room

PP5. Fundamentals of Tax-Exempt Financing for Independent Schools

Michael Botelho, Shareholder, Updike, Kelly & Spellacy, P.C. 


Red Carpet A


3:15 - 4:15

A1. What We Know and What To Expect: Lessons From the State

Thomas St. Louis, MSPH, Supervisor
Unit at the CT Depart-
ment of
Public Health and 
Lynn Sosa, MD, Coordinator of the
TB and STD Control Programs and the Deputy State 
-iologist of CT

Bravo A

A.2 A View from the Nutmeg State: Legal Updates for CT Independent Schools

Julie Fay, Partner, Shipman & Goodwin LLP

Bravo B

A.3 How Progressive Independent Schools are Managing HR, Benefits and Retention Efforts in a COVID/Post -COVID Era

Rollin Schuster, Managing Director, NFP; President & Founder, TANGO
Kelly Hassenbalg, SPHR, SHRM-SCP, President, Start with HR
Rich Bartlett, Senior Advisor, NFP, Independent Schools

Bravo C

A.4 Design for Freedom: Equity in the Built Environment

Sharon Prince, CEO and Founder, Grace Farms Foundation

Red Carpet A

A.5 Cybersecurity Audits: How to Know Your Exposure to Attack

Tobin Kulangara, Senior Systems Engineer & Ed Sirignano, Senior Systems Engineer Flagship Networks

Star Room


4:15 - 5:45

Hotel Room Check-in. Zipline with Rick. Shop. Go-Cart. Ice Skate

5:45 - 7:00
Co-sponsored by

Celebrity B-K

Complimentary Cocktail Reception & Visits with Corporate Guests
Enjoy complimentary hors d'oeuvres and beverages and take a moment to support CAIS by visiting with the companies that help to make this event and other CAIS programs and services possible.

7:00 - 8:00
Co-sponsored by
Celebrity Ballroom A 

8:00 - 9:00

Dinner & Introductions
Remarks: Rick Branson, Executive Director, CAIS



Music Bingo
Test your musical knowledge in a friendly round of Bingo against your fellow CAIS business officers -- without leaving the conference center!


7:30 - 8:30
Celebrity Ballroom A 

Buffet Breakfast

8:30 - 9:30

Celebrity Ballroom A 

Heather Hoerle, Executive Director, Enrollment Management Association

Heather Hoerle is the executive director and chief executive officer of The Enrollment Management Association, a non-profit membership association serving independent school enrollment and admission leaders through the best science, research, and training. A thought leader in enrollment management, Heather personally led the charge for the professionalization of the admission and enrollment professional, demanding that industry colleagues mobilize to reposition the work of enrollment management as both strategic and foundational to institutional success.

Heather’s career began in independent schools as an administrator, student advisor, and teacher then embarked on a successful 23-year tenure in leadership roles with The Association of Boarding Schools (TABS) and eventually serving as a vice president at The National Association of Independent Schools (NAIS).

9:45 - 10:45


B.1 Diversifying the Education System: How to Spark Change Through Inclusive Hiring

Zara Chaudary, Global DEI Strategist and Trainer, PowertoFly


Bravo A

B.2 Advocacy and Outreach: Participating in The Process
of Governing

Pat Boyd, Connecticut State Representative
Jennifer Widness, President, Connecticut Conference of Independent Colleges

Star Room

B.3 Putting Data to Work in Independent Schools

Elizabeth Dabney, Director, Research and Data Analysis, NBOA


Red Carpet A 

B.4 Drafting And Enforcing An Ideal Enrollment Agreement

Sara Schwartz, Partner, Schwartz Hannum PC

Bravo B


11:00 - 12:00

C.1 Institutional Sustain-
ability: 15 Measures to Watch

Bill Kummel, Rational Partners

Bravo A

C.2 Cyber Security Turned Inside Out

Brian Kelly, Director of the Cybersecurity Program, Educause

Bravo B

C.3 Hiring & Retention in a Challenging Market

Amber Stockham, Director, Human Resources Programs, NBOA

Red Carpet A




12:00 - 1:00

Celebrity Ballroom A 

Buffet Lunch


$325 registration fee
*Overnight accommodations on November 4th: Reservations are made directly with Foxwoods. Please mention the CAIS conference.)

Please note: CAIS will require the following mitigation strategies for all participants, presenters, and vendors:

  • Proof of vaccination OR 
  • Proof of a PCR test with a negative result taken 72 hours prior to the conference.
  • All participants, presenters, and vendors must wear a mask at all times during all conference events, except while eating and drinking.
  • Lower-capacity seating in all conference rooms to ensure adequate social distancing.

And, attendees have the ability to walk directly from the hotel to the conference area without accessing other areas of the resort or casino. All CAIS sessions and meals will be held in the conference area.