Strategic Marketing and Advancement Institute

Attendee Information

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Please click here to download and/or read "20 Tips for Developing an Advancement TEAM." This is a free resource from your friends at the Strategic Marketing and Advancement Institute.


Following is information pertinent to those who have registered for the 2016 Institute.


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Find out more on our program overview page.
Participants will want to arrive by Sunday evening. Continental breakfast will be available by 7:30AM in the hotel's conference room each morning, and we will get under way about 8. There will be a mid-morning break each day.

Monday lunch is free time (unless you opt to sit in on the career advancement discussion), as is an hour or so before the Welcome Reception and Dinner at 6:30. 


Tuesday mid-day also has a scheduled hour for you to meander or catch up on emails. The Institute will end Tuesday about 4. Then you may leave, or many will have made arrangements to stay over for the After-Institute, possibly including the social media workshop Wednesday morning.



The Inn and Spa at Loretto is a boutique, luxury hotel in Santa Fe that celebrates the authentic Southwestern style and culture of New Mexico. Iconic adobe architecture reminiscent of the famed Taos Pueblo. This years host hotel is ideally located in the heart of downtown, just one block from the historic Santa Fe Plaza, Palace of the Governors and Canyon Road arts district, you’ll find plenty to do within steps of your hotel room. Visit the adjacent Loretto Chapel featuring the miraculous staircase that has mystified visitors from around the world for centuries, explore the historic Santa Fe Plaza with its world-class museums, boutiques, galleries and cuisine, or immerse yourself in the great outdoors on one of the area’s many hiking, biking and skiing trails.
Settle in, relax, and enjoy your stay in Santa Fe. See this location on google maps here.


Airport - Hotel Ground Transportation

Getting to/from Santa Fe, New Mexico
Fly into Santa Fe via Denver or Dallas; or into Albuquerque, an hour of huge views away by shuttle! Located in the heart of downtown Santa Fe, just one block from the historic Plaza and Canyon Road, the Inn and Spa at Loretto is approximately 9 miles from the Santa Fe Municipal Airport and 68 miles from the Albuquerque International Sunport Airport.

Regular shuttle service between Alburquerque's airport and Santa Fe is available through Sandia Shuttle and Roadrunner Cost is about $35 pp each way.


Jenny Mayo, Director of Communications, Georgetown Visitation Preparatory School

A truly amazing conference. Can't tell you all how fired up I was when I got back to school! Thanks.  

Lesley Fowler Nesbitt - Director of Marketing & Communications - Carroll School

I thoroughly enjoyed SMAI and returned to campus with a renewed sense of purpose and vision for my school. You can't often say that in the work that we do! 

Leslie W. Kovich, Director of Admission, Quest Academy

The Institute exceeded my expectations!  From admissions to websites, the Institute addressed marketing and institutional advancement for independent schools current practice, as well as how to position your school while managing to stay one step ahead in a face-paced economic and consumer market.  

Lori Kriegel - Director of Communications - Wooster School

I went there eager to learn and absorb as much as I could, and I left feeling recharged and excited about the work that I have the opportunity to do each day.

Julie Peters - Director of Admission- Canterbury School- Ft. Myers FL

I strongly recommend to all of you requesting marketing information to watch for the flyer/email notice regarding next fall's Marketing Institute and sign up for it. It will be money well spent.

DeLeslie Porch - Director of Admissions - Jackson Academy

Your Marketing & Advancement Institute has given me a great overview of the entire process from pre-inquiry to bequest.