best play calls for a financially prudent school
The past two global crises – the Great Recession in 2008 and the COVID Pandemic in 2020 – have impacted the independent school industry significantly, but also in very different ways. The COVID Pandemic, still ongoing, has presented challenges and opportunities to schools across the economic spectrum. The question is: What play to call next? Should the school ‘check down’ to afford for the next set of expense challenges or should it ‘go long’ and attempt to capture as much revenue as possible before the field flips? Join us for a discussion, as we explore some of the best play calls for a financially prudent school and develop some sidelines to consider going forward in the new Post-Pandemic environment.
Meet the Speaker
David M. Adams is Senior Vice President with SouthState Bank. Mr. Adams has worked in the not-for-profit and governmental finance industry for 24 years, having served as an investment banker for 19. He was most recently a Director with Stifel, Nicklaus & Company in its Independent School Finance Practice and worked for its predecessor George K. Baum & Company since 2012. He has administered financings in every state in the Southeast, having structured some of the more complex multi-jurisdictional, public-private and higher education transactions in the region. Prior to joining George K. Baum & Company, he served as Managing Director at BB&T Capital Markets, where he managed the Southeastern region and was responsible for the firm’s Education Finance initiative. His experience also includes serving, for five years, as the Chief Financial and Operations Officer of a not-for-profit, cultural institution located in Charlotte. Mr. Adams is a member of the Board of Trustees at the Charlotte YMCA (Johnson Memorial Branch) and a member of the Finance Committee of Myers Park Presbyterian Church. Mr. Adams received his BS degree in business administration from the University of North Carolina at Chapel Hill and an MBA from the Babcock School at Wake Forest University.
- Learning Objective: Attendees will review what could be needed to plan for and execute financing.
- Field of Study: Finance
- Instructional Method: Group Internet Based
- Program level: Basic
- Prerequisites: None
- Advanced Preparations: None
- Recommended CPE Credits 1.0 in Finance.
All webinars are $50 per session but are FREE to anyone from a MISBO member school. Webinars are one hour in length and begin at 2pm ET.
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