Strategic Marketing and Advancement Institute

Register for the Strategic Marketing and Advancement Institute

NOTE: The 2017 Institute is full.  To see if any cancellations have freed up spaces, please email us directly at theteam@marketingindependentschools.


The 22nd(!) edition of the Institute will be held at the Inn and Spa at Loretto in Santa Fe, New Mexico, Monday and Tuesday, November 13-14, 2017. Pat Bassett, formerly president of NAIS, will join us on Monday.

Then, consider your After-Institute Options:

Tuesday Evening

Stay for a discussion Tuesday evening focused on improving the effectiveness of marketing/advancement teams. And register for...

Wednesday Morning

Wednesday morning's half-day advanced social media workshop by EdSocialMedia; an additional fee required, enrollment limited to 30.
Message September 25: The social media workshop is now full.


Click "Register for SMAI" to register yourself (Lead Attendee), and each teammate; as well as to reserve spots, if any, for Wednesday's optional social media workshop. Amount shown is inclusive of tuition plus a conference fee of $495 per person that covers hotel for Sunday and Monday nights, breakfasts, and Monday's welcome reception and dinner.
Review details here.

Upon submitting the registration, each attendee will receive a confirmation at the email address(es) you will have provided. (Confirmations will include a link to Extend Your Stay?, if space remains available.)

CANCELLATIONS POLICY: - Registrations may be cancelled until September 15, 2017 but with a 10% penalty of fees paid. After September 15, 2017 tuition is not refundable; however, the space maybe be transferred for use by any other member of a school's staff.


If you have already registered for the SMAI, and would like to Extend Your Stay at the hotel, click the button below.  Availability is first-come-first-serve but if you see that rooms are not available the night(s) you wish to add, contact us (link to our email) and we'll see if the hotel will authorize additional rooms within our block.

If you need more information, please contact us here:

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.