NCAIS is fortunate to have a strong base of sponsors that bring our schools valuable products and services and help to underwrite the cost of our events.  We are most appreciative of the financial support these sponsors have generously provided and are proud to have them as a part of our Association community.

With a history of 50 years in the industry, Brown Edwards has grown into one of the largest locally owned regional firms in the U.S. The firm offers the traditional accounting services but the size and diversity of our practice allows us to have specialists with extensive experience in specific industries such as education services. Education is a core focus of our firm and the experience and knowledge of these specialists, we are able to provide a wide range of services.

For more information, please contact:

Melissa Stanley, Partner, 540-345-0936

Jim Fries, Partner, 540-434-6736

Our name may be new, but our legacy is long.  Cetera Investors was created from the purchase of Foresters Financial, an institution that can trace its beginnings to the early part of the last century. The close family structure and strong community involvement attracted Cetera, while Foresters Financial wanted to expand their product offerings to their clients and take advantage of Cetera’s technology and infrastructure.

Cetera Investors is part of your community. We are your neighbors. We believe in doing more. We are driven by our purpose to help all people wherever they are in life and business with their financial health and overall well-being.  

We believe that our clients deserve more than a financial solutions provider — they deserve a partner who will help them prosper and improve their community.

For more information, please contact: 

Sindy WylieWealth Manager, 704-717-8900 ext. 125 

Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.

 Leadership Circle Sponsor

 

FACTS Logo

FACTS is committed to enhancing the financial stability and affordability of educational institutions while making educational dreams possible for families and students. FACTS offers a comprehensive suite of services to over 11,500 schools and three million families that include tuition management, payment administration and processing, a student information system, financial needs assessment, online admissions/enrollment solutions, and a fundraising and advancement platform

For more information, please contact:

Jana Kane, Regional Vice President, FACTS Financial 404.433.0911

Lesa Doerstling, Regional Vice President, FACTS SIS 704.543.6123


First American Education Finance specializes in serving the unique needs of educational institutions across the U.S. First American Education Finance provides competitive leasing, financing and asset management solutions to help you budget for and manage new technologies and equipment. As experts in the education community, First American is intimately familiar with the needs and challenges of education institutions across the country. 
 Leadership Circle Sponsor

At FLIKwe're committed to delivering quality food service. Our successful partnership with independent school communities is based on our philosophy: Nourishing a Brighter Future.  We go above and beyond by offering nutrition education programs that empower students to make healthy choices on a daily basis. By providing wholesome meals in conjunction with nutrition education, we're equipping students with the tools needed to live a happy, healthy life.
 Leadership Circle Sponsor 
GreerWalker LLP provides assurance, tax and business advisory services to a diversified client base of privately held middle market companies and not-for-profit organizations doing business throughout the Carolinas. Affiliates include GreerWalker Wealth Management and GreerWalker Corporate Finance.
Leadership Circle Sponsor 

Independent School Management provides:

  • Exceptional advisory services tailored for private-independent schools—workshops, publications, on-site consulting, surveys, and Webinars.
  • Insurance coverage designed exclusively to protect private-independent faculty, staff, students, international students studying in the U.S. and domestic students studying abroad, as well as general liability.
  • Financial Aid software designed with a customizable formula to assure awards are received by mission-appropriate families.  
For more information, please contact:

Kelly Abramson, Association Manager, 302-656-4944, x 158

JSCM Group provides cyber security testing, training, management and product sales to schools, government, military, and businesses around the country.  We are a strong advocate for writing network policies and procedures to of protect schools and children while online.

For more information, please contact:
Adam Slater
 Leadership Circle Sponsor

Preventing school risk takes more than just great insurance. Marsh & McLennan helps schools contain and manage insurance premium and risk cost, reduce accidents and keep employees safe and productive.  Risk prevention programs include comprehensive insurance coverage, tax dollar-friendly prices and agents who understand your specific challenges because they've been working with schools for years.  With private school insurance and risk management clients across the country, Marsh & McLennan Agency has the resources, products, expertise and experience to deliver.  They can handle all property/casualty insurance, workers' compensation insurance or employee benefits for your school and employees, as well as implement safety, health management, claim management or other programs that strive towards eliminating risk from your school.

For more information, please contact:
Ryan Wilcox or Karl Sherrill
Leadership Circle Sponsor 

Tower Bridge International and New Oasis International Education (TBI New Oasis) is dedicated to transforming international education through partnerships with premier private day and top-tier public U.S. schools. Our partner schools offer excellent academic and cultural opportunities for international students. TBI New Oasis builds global competency among students, host families, secondary schools, and local communities, through short and long-term educational programming and service-centered operations. The worldwide TBI New Oasis network is transforming education, developing innovation, and contributing to a better future. Global Can Be Local®. 

 

 

 

Stifel logo 

Stifel is a diversified global wealth management and investment banking company focused on building relationships that help individuals, families, and organizations pursue their financial goals.

Our mission is to provide the professional guidance and resources you need to work toward your goals.  We start with a simple, straightforward approach: We talk with you and members of your team. We listen to you. And then we work directly with you to move your plan forward.

It’s the same approach we’ve been using for more than 125 years. From raising capital to underwriting municipal projects, and everything in between, solid, studied advice has been the hallmark of Stifel’s approach.

We’re ready to help your organization.

For more information, please contact:
David Adams, Director, 704-557-2685 
 

ADT Cybersecurity is a Top 100 provider of managed internet security for businesses and organizations of all sizes. Formerly known as Secure Designs, Inc. ADT Cybersecurity offers a full range of network protection with 24/7/365 support, including custom E-rate eligible installations designed for K-12.

For more information, please contact:
Jeffrey RainesSales Support Manager Southeast Region 1

 

 

 

 

Clancy & Theys

Clancy & Theys Construction Company is committed to providing the building blocks for educators to shape and inspire minds for tomorrow. As a trusted construction partner, Clancy & Theys Construction Company’s number one priority, when working with educational institutions, is strictly enforced security to ensure the safety of the students, faculty, and staff.  Clancy & Theys Construction Company recognizes the strict schedule requirements of educational facilities and has a consistent record of meeting deadlines to make sure new school facilities open on schedule.  For 70 years, we have completed a wide range of education-centric new campuses, building additions, and renovation projects. The majority of our private K-12 work today involves a team approach. Two decades ago, we developed a specialty in working collaboratively with designers and school trustee boards called “Team-Build.”  That term has now been adopted throughout the state of North Carolina to describe the collaboration among the school leadership, designer and Clancy & Theys.  We combine the human touch of Team-Build while sharing the fiduciary responsibility for the school’s resources of time and money.

For more information, please contact:
Matt Robertson, Director of Business Development, 704-357-6602
  Edifice General Contractors is proud to help build the structures that train our future generations. Though we boast a diverse portfolio in all major construction markets, we have completed over four (4) million square feet of educational buildings serving kindergarten classrooms to college campuses. Since 1978, Edifice has built its reputation on a simple philosophy: To attend to the needs of our clients, express concern for our employee’s well being, take care of our business partners, and give back to the community by helping those in need. Headquartered in Charlotte, North Carolina, Edifice is consistently ranked as one of North Carolina’s Top 100 privately owned companies by Grant Thornton, LLP. Along with past awards for our philanthropic involvement in the community, Edifice is also listed as a top contractor in publications including ENR Southeast, Business North Carolina, and the Charlotte Business Journal.
 

First Tryon Securities works in partnership with not-for-profit, private school and college partners to build long-term comprehensive capital planning models.  Our interactive and dynamic planning model provides school leaders the ability to instantly evaluate the impact of a financing plan on any variable, enabling schools to develop better funding plans while spending less time and money.  Once a school’s financial plan is in place, First Tryon works to execute and manage financing that will best achieve set goals and objectives while protecting the school’s best interest.

First Tryon has a proven track record of success across a diverse group of not-for-profit entities, including private schools, charter schools, YMCAs, private colleges and universities, changing the way clients plan for capital projects. 

For more information or to schedule an initial consultation, please contact:
Michael Juby, Managing Director, 704-831-5202
Robert Hobson, Managing Director, 704-926-2982
  Start saving valuable time by choosing Savers Administrative Services to handle payroll, HR, and benefits for your company. Savers Admin is a third party administrator with the resources and expertise to handle the complexities and regulatory issues that company owners and HR professionals face daily.  Savers Admin is the knowledgeable, responsive HR partner on which smart companies depend. You’ll appreciate the care we take in getting to know you, your business and your employees. That understanding enables us to provide the guidance, information, and customized services you need – when you need them. Count on Savers Admin to operate as a seamless extension of your internal resources and to seek out every opportunity to create efficiencies for your organization. 

New Pinnacle Consulting Group offers a variety of services so you and your employees can get the most from your retirement plan.  We provide custom plan design and implementation, comprehensive compliance support, and services for all aspects of plan administration.  Whether you are starting a new plan or need assistance with your current plan, we are here to help.

For more information, please contact:
Suzanne Spunzo
 

For over 30 years WGM Design has been the leading provider of Architectural and Master Planning services to Independent Schools throughout the southeast.  With their unique collaborative approach to design and the acquired knowledge from working on over 40 campuses, WGM Design’s goal is to provide creative design solutions that meet current and future needs, strengthen each school’s unique identity, and foster a physical learning environment that reflects a school’s overall teaching philosophy.

Throughout their history WGM Design has completed Campus master plans for independent schools ranging in size from 5 to 500 acres with student populations from 100 to 2500.  They have designed Performing Arts Centers, Black Box Theaters, Academic Centers, Science Labs, Libraries, Dining Halls, Athletic Centers, Student Unions, Athletic Fields and Tracks, Technology Centers and Classrooms for every grade from Early Childhood Centers through Upper School programs.  Many of these building designs have received LEED certifications along with numerous design awards.

This knowledge and experience has proven valuable to many Independent Schools as they create plans for capital campaigns, building programs and campus expansions.  To learn more about WGM Design and see examples of their recent work, please visit www.wgmdesign.com.

For more information, please contact:
Sean DeLapp, Principal, 704-248-3265
  
 

A.W.G. Dewar, Inc 

Since 1930, Dewar has been providing schools and families with a proven means of protecting tuition against losses caused by student withdrawals and dismissals.  The Tuition Refund Plan has given schools vital protection of budgeted tuition income while offering parents security of their tuition investment.

As the originators of the Tuition Refund Plan, Dewar’s primary goal is to serve schools and parents with the most comprehensive coverage and exceptional customer service.  Please contact us today to learn how the Tuition Refund Plan can provide the next step towards a stable financial future.

For more information, please contact:
Andrew Martinson, Vice President, 617-774-1555
 

Constangy, Brooks, Smith & Prophete represents employers only, including many public and independent schools and colleges, in all aspects of labor and employment law, employee benefits and organizational matters. 

For more information, please contact:
Jonathan Yarborough, Partner, 828-277-5137

Goss Educational Leadership Solutions (GELS) strives to provide schools with direction and clarity of purpose in their quest for educational excellence. Our services include training in school governance and leadership, strategic planning, curriculum alignment, faculty leadership development, program analysis and development, school improvement planning, accreditation study and preparation, admissions and marketing assistance, and institutional advancement work. The mission of GELS is to facilitate excellence in education through concentrated and strategic program evaluation leading to practical solutions for institutional advancement. The vision is to assist school boards, school administrators and school personnel in leading their organizations with clarity, vision, and according to the unique charter of each institution. GELS partners with schools to identify and refine their direction, purpose and educational programs as unique organizations.

For more information, please contact:
Mason Goss, President, 919-943-2298
 

At Little Diversified Architectural Consulting, we are dedicated to breakthrough ideas that create a better future.  We believe that the collaboration of diverse people from many fields of design is a powerful source of breakthrough ideas. That’s why we’re committed to building an increasingly diverse firm, made up of people with different areas of expertise, from different cultures and generations, with different talents, experiences and passions – because we believe that it is at those intersections where the next great ideas will emerge.  If you ask people at Little what keeps us excited about coming to work each day, you’ll hear that it’s the people, our culture and the chance to be part of creating a better future through our work. 

For more information, please contact:
Tom Balke, Studio Principal, Community|Schools. Partner, 704-561-3414

McGuireWoods recognizes that many of the legal practice areas in the firm support secondary independent schools as well as other institutions of education, and has developed an interdisciplinary education team to better serve our education clients. Our education team is comprised of lawyers throughout the firm serving clients with issues ranging from accreditation, copyright law, data privacy, endowment management, labor and employment, tax-exempt financing and many other matters.

For more information, please contact: 

Lisa M. Williams, Partner, 704-373-8093

 

TowneBank, with offices across North Carolina and Virginia, provides a private banking experience to businesses and individuals.  The bank’s commercial focus is on operating companies, professional firms, and nonprofit organizations with revenues under $100 million. These are organizations often overlooked, underserved, or passed from one lender to another at other banks. Paragon also focuses on serving the private banking needs of executives, business owners, entrepreneurs, and other individuals desiring an extraordinary client experience that is rarely available at other financial institutions.  Paragon’s commitment to delivering an extraordinary client experience is built on the philosophy that clients deserve well prepared, experienced bankers who are present and fully available, and proactive about helping clients achieve their goals.
For more information, please contact:

Jessica Kerr, Senior Vice President/Client Development Officer, (704) 770-7731 

 
Veritas Collaborative, in Durham, NC, Richmond, VA, and Atlanta, GA, is a specialty hospital system for the treatment of eating disorders. Providing a range of services for individuals of all ages, Veritas offers inpatient, acute residential, partial hospitalization, intensive outpatient, and outpatient levels of care. Accredited by The Joint Commission, Veritas Collaborative’s multidisciplinary treatment teams deliver individualized, evidence-based care in a gender-diverse and inclusive environment. At every turn, Veritas focuses on ensuring that each patient’s plan of care is cohesive, attainable, sustainable, and geared toward long-term recovery.