Back to Events

2025 Institute for Administrative Assistants

Wednesday, June 11, 2025 at 1:00 PM (EDT) to Friday, June 13, 2025 at 12:00 PM (EDT)
Empowering Administrative Assistants in Independent Schools

This program is designed to support administrative assistants across all areas of independent schools—whether you're in a department, division, or the head’s office.

Gain practical tools, time-saving strategies, and real-world solutions to the challenges you face every day. You'll explore effective techniques for supporting school leaders, managing shifting priorities, and enhancing your impact.

Connect with a network of peers who understand your role, share best practices, and leave with resources you can use right away.

While this program is open to non-members, please note that registration is limited to those from schools that meet the SAIS membership criteria

Registration

Member

Non-Member

Through April 11 

$675

$799

April 12-May 23 

$775

$899

After May 23 

$875

$999

HOTEL RESERVATIONS: 

The hotel blocks are now closed. Please contact the hotels directly for the best available rate.

Westin Sarasota: (941) 217-4777
Aloft Sarasota: (941) 870-0900

Wednesday, June 11

1:00-2:00 PM               Registration | Triton Foyer | 6th Floor           

Facilitator: Elizabeth Maglio, SAIS
Begin your Institute experience by connecting with fellow administrative professionals. Through guided reflection and small group discussion, identify your key learning goals and set meaningful intentions for the days ahead. This focused session creates a foundation for engagement and community building throughout the Institute.
Speaker: Elizabeth Maglio, SAIS
(Part I) Through guided discussions and interactive exercises, connect with fellow administrative professionals while gaining insights into your own work style using the Predictive Index assessment. Learn practical strategies for building strong professional relationships, adapting your communication approach for different work styles, and effectively managing workplace conflicts. Leave equipped with actionable tools to enhance collaboration and navigate challenging interpersonal situations in your school environment.

3:30-4:00 PM               Break 

Speaker: Elizabeth Maglio, SAIS
(Part II) Through guided discussions and interactive exercises, connect with fellow administrative professionals while gaining insights into your own work style using the Predictive Index assessment. Learn practical strategies for building strong professional relationships, adapting your communication approach for different work styles, and effectively managing workplace conflicts. Leave equipped with actionable tools to enhance collaboration and navigate challenging interpersonal situations in your school environment.

5:00-6:00 PM               Reception           

Thursday, June 12

Leader: Elizabeth Maglio, SAIS
Location: Triton Foyer | 6th Floor
All skill levels welcome - no experience needed. Bring a towel and wear loose or stretchy clothing (and socks). 

8:00-9:00 AM               Breakfast | Triton B | 6th Floor

Speaker: Elizabeth Maglio, SAIS
Location: Triton A
This practical workshop equips independent school administrative assistants with essential skills for developing effective meeting agendas that maximize productivity and engagement. 
Participants will learn
•    How to structure agendas that prioritize discussions while respecting time constraints.
•    Techniques for gathering input from key stakeholders before meetings.
•    Strategies for setting realistic timeframes for agenda items.
•    Methods to document action items and follow-up responsibilities.
Administrative assistants will leave with customizable templates and practices that transform routine meetings into focused, outcome-driven sessions that respect everyone's time and advance school initiatives.
Speaker: Claudia CruzProvidence Day School  
Location: Sea Star
As independent schools evolve, so do the roles of executive assistants. This
session explores pathways to leadership, highlighting roles such as chief of staff, strategic
initiative manager, and chief operating officer—roles that extend beyond traditional
support functions. We’ll discuss how EAs can position themselves for leadership by
building key skills, increasing visibility, and embracing operational and strategic
responsibilities. Whether you're looking to enhance your influence or transition into a
senior administrative role, this discussion will provide insights and actionable steps to
support your professional growth.

10:00-10:30 AM          Break

Speaker: Lori Smith, Zimmerman, Kiser & Sutcliffe, P.A.
This workshop is designed to help assistants navigate the complex legal landscape
of educational institutions. Participants will gain practical knowledge in three critical areas:
  • Communication protocols with parents, students, faculty, and external stakeholders that minimize legal exposure while maintaining positive relationships.
  • Proper procedures for handling and responding to subpoenas, marital/child custody orders, guardianship documents, and other legal documents that may come across your desk.
  • Understanding confidentiality obligations and documentation best practices to avoid common legal pitfalls.

This interactive session will provide administrative professionals with the foundational
knowledge needed to confidently handle sensitive situations while protecting both themselves and their institutions from potential liability.

11:30-11:45 AM          Break

Speaker: Sarah Hanawald, Association for Academic Leaders
Transform and streamline your daily workflow by learning to effectively leverage Generative AI tools for communication. This hands-on workshop teaches administrative professionals how to write clear, effective prompts for AI assistants. You'll learn practical techniques for common tasks like email drafting, calendar management, and document creation. Leave with ready-to-use templates and strategies to enhance your productivity and streamline administrative workflows. We'll also explore just how easy it is to create your own custom tools.

12:45-1:45 PM            Lunch | Triton B | 6th Floor

Speakers: 

  • Flekeda Gilliam, Charlotte Latin School
  • Elizabeth Maglio, SAIS

This immersive workshop offers common scenarios administrative assistants find themselves facing. Through guided role-play exercises, participants will

  • Practice responding to challenging interactions with parents, faculty, and students;
  • Receive constructive feedback from peers and facilitators in a supportive environment;
  • Build a toolkit of practical communication strategies applicable to various situations.

This interactive session provides a safe space to practice and refine essential professional competencies utilized daily.

3:15-3:45 PM               Break

City Walk -
Guide: Lori Spear
, SAIS
Meet on the lower lobby (level 1) at 3:45 PM to join a leisurely paced stroll around downtown Sarasota. Wear comfortable shoes, a hat, and slather on the SPF!
Yoga -
Leader: Elizabeth Maglio, SAIS
Location: Triton Foyer | 6th Floor
All skill levels welcome - no experience needed. Bring a towel and wear loose or stretchy clothing (and socks). 

Friday, June 13

8:00-9:00 AM                Breakfast | Triton B | 6th Floor

Speaker: Jenna Pirani, Randolph School
Location: Triton A
Dive into Gretchen Rubin’s Four Tendencies framework to help achieve personal and professional aims and build working relationships. Gretchen writes, “We all
face two kinds of expectations—outer expectations (meet work deadlines, answer a
request from a friend) and inner expectations (keep a New Year’s resolution, start
meditating).” Your unique response to expectations determines your Tendency, which
we’ll explore in this breakout session designed to harness your strengths and foster a
better understanding of your colleagues. Discover how knowing your Tendency can help
you make better decisions, meet deadlines, fulfill promises to yourself, and engage
positively with others at your school.

Speaker: Betsy Knight, Ensworth School
Location: Sea Star

A teacher has called in sick AND… a sub is needed; a door is broken; five children haven’t been accounted for in advisory; a parent is waiting for you on the phone; a child is in the bathroom throwing up; security has a car with their lights on; your principal needs you to schedule a few meetings; two rooms need to be reserved for meetings after school; you need to order lunches for an event; the copier is jammed; a teacher needs to meet with your head; and athletics just notified you the early dismissal for the baseball team has been moved up an hour. 

Is it possible to be everything to everyone every minute of every day? Probably not! But, there are ways to ensure that you successfully prioritize tasks, complete those tasks, and still make time to work on your “to do” list. Join us as we explore tools that can streamline your workload, help you stay on schedule, and perhaps even help you stay sane throughout the day.

10:00-10:30                 Break  

Speaker: Vallie Collins, Motivational Speaker
As a sales person, travel was a key requirement of the job. As a result, Vallie was a passenger on US Airways Flight 1549 that landed in New York’s Hudson River on January 15, 2009. Vallie will share the details of her experience during the flight and rescue of the event that has become known as the "Miracle on the Hudson." In addition, she will share key learnings from the experience that will inspire and motivate all to treasure each and every day because "every day is a lucky day!"

11:30 AM                      Adjourn

Transportation

From a variety of airports, free shuttles, and city-operated ride shares, Sarasota makes it easy to explore. Check out local transportation options here. Don't miss the $2 airport shuttle!

Restaurants

From casual to elegant and pub grub to high end, enjoy the diverse culinary landscape and the talented local chefs who bring it to life. In the foodie department, there’s something for every palate, from French to Vietnamese to burgers to seafood. 

Discover delicious local dining options here. Most are within easy walking distance of the Westin Sarasota.

Attractions

Downtown Sarasota is a vibrant cultural and civic center offering theaters, boutiques, art galleries, trendy restaurants, and quaint cafes.

Visitors and residents alike enjoy Sarasota’s walkable city lifestyle capped off by stunning sunsets and easy access to botanical gardens, a circus museum, an aquarium, and a variety of water adventures. Explore local attractions here.

With the casual elegance of downtown, beautiful public parks, and the #1 beach in the country, Sarasota offers the best of both worlds.

Speakers

Vallie Collins, Motivational Speaker

Vallie Smith Collins serves on the board of New Hope Children’s Advocacy Center, the Pellissippi State Community College Foundation, and is the board chair for Love One International which works to serve malnourished children in Uganda. She is a graduate of the University of Tennessee with a degree in Biomedical Engineering. For over nineteen years she was employed in medical device and consumer products industry.

Claudia Cruz, Executive Assistant to the Head of School & CFO, Providence Day School

Claudia is an accomplished executive assistant with 23 years of experience in independent schools. Currently, she is the executive assistant to the head of school and CFO at Providence Day School. Her experience lies in optimizing operational efficiency, coupled with fostering wellness initiatives across the school community. With a comprehensive understanding of organizational management, she takes a proactive approach to ensuring seamless administrative functions, while contributing to the achievement of long-term institutional goals and the overall success of the school's leadership team.

Flekeda Gilliam, Assistant to the Associate Head of School, Charlotte Latin School

Flekeda Gilliam is a focused and results-driven professional with extensive experience in administrative support and organizational management. She currently serves as the academic affairs assistant at Charlotte Latin School in Charlotte, NC, where she connects families, faculty, and staff with key resources and provides direct support to the associate head of school. Known for her exceptional organizational and planning skills, Flekeda plays a vital role in maintaining school accreditation and managing national educational memberships.

Before transitioning to education, Flekeda retired from a distinguished 22-year career at Bank of America. As a business support lead II in the Global Compliance and Operational Risk division, she delivered high-level administrative support to C-suite leaders.

Sarah Hanawald, Executive Director, Association for Academic Leaders

Sarah has spent more than 25 years leading education innovation in curriculum and pedagogy in independent schools. During that time, she was a classroom teacher and advisor, department chair, technology director, and an academic dean at three North Carolina independent schools. In just three schools, Sarah worked in environments that included boarding and day, K-12 and high school only, single gender and co-ed, faith-based and secular philosophies. She currently serves as the executive director for the Association for Academic Leaders, a professional association dedicated to supporting those in academic leadership roles in growing in the competencies that empower them to further their schools’ growth in meeting their missions.

Betsy Knight, Administration Assistant to High School Leadership, Ensworth

Betsy is the administrative assistant to the high school leadership at Ensworth in Nashville, TN. She joined the school in 2020, having been involved with independent schools in Nashville for 28 years. She has a B.S. degree in Liberal Studies with concentrations in communication and teaching/learning.

Elizabeth Maglio, Director of Professional Learning, SAIS

Elizabeth joined the SAIS team in July 2021. She began her career in education in 2005 as a leadership program faculty advisor for middle school students at Envision EMI in Washington, D.C. She continued there as a program coordinator and professional development manager. In 2012, she joined Woodlynde School as an upper school learning specialist, then was appointed head of lower school in 2014 and assistant head of school in 2016. She holds a B.A. in communications from NC State and an M.S. in education from the University of Pennsylvania. 

Jenna Pirani, Executive Assistant to the Head of School, Randolph School

After completing a B.A. in French with an Education minor from Rhodes College and an M.A. in French Literature from Washington University in St. Louis, Jenna began her career as an upper school French teacher at her alma mater, Randolph School in Huntsville, AL. After taking time for her family, she returned to Randolph as the middle school administrative assistant and has since served as the school registrar and her current position as executive assistant to the head of school, for a total of 26 years and counting at Randolph. 

Lori Smith, Education Lawyer, Zimmerman, Kiser & Sutcliffe, P.A.

Lori Smith has practiced law since graduating from the University of Florida school of law in 1995. Over the past 29 years, Lori has built a boutique practice as a private education lawyer, providing legal expertise to private schools. Lori is a frequent lecturer providing training for private school Faculty/Staff on what she calls “Practicing with Professionalism”—how to protect your school from litigation and your professional reputation. An expert on the legal implications of social media mistakes, she also frequently speaks to teens, tweens, and parents around the country with her popular presentation “The Top Ten Mistakes Teens Make on Social Media.” Whether speaking to faculty or teens, Lori strives to give straightforward, timely information to educate her audience on how to be at the top of their game in their chosen field and avoid the mistakes that most often end a career or take opportunities off the table.
Andrea Aguiniga
View
Andrea Aguiniga Executive Assistant to Assoc Head of US Jewish Leadership Academy
Becky Baskin
View
Becky Baskin Executive Assistant to the Head of School University School of Jackson
Gail Bernstein
View
Gail Bernstein Executive Assistant to the Head Greensboro Day School
Kris Blamphin
View
Kris Blamphin Executive Assistant to the Head & Board of Trustees Academy of the Sacred Heart
Lil Bonnette
View
Lil Bonnette Executive Assistant to the Head of School North Cross School
Ashley Boyington
View
Ashley Boyington MS Admin Assistant Carrollwood Day School
Beth Butler
View
Beth Butler Executive Assistant to the President St. Agnes Academy-St. Dominic School
Melissa Carrazana
View
Melissa Carrazana Receptionist Jewish Leadership Academy
Jillian Caskey
View
Jillian Caskey Middle School Administrative Assistant Charlotte Latin School
Alexa Castillo
View
Alexa Castillo Executive Assistant to the Head Jewish Leadership Academy
Ekaterina Chalyuk
View
Ekaterina Chalyuk Sales Miracle Renew
Christie Cole
View
Christie Cole Executive Assistant to Head & School Operations Mgr/ Assoc Dir of HS Placement Charlotte Preparatory School
Langhorne Coleman
View
Langhorne Coleman Assistant to the Head of School Montgomery Bell Academy
Vallie Collins
View
Vallie Collins
Claudia Cruz
View
Claudia Cruz Executive Assistant to the Head & the CFO Providence Day School
Hilary Danielson
View
Hilary Danielson Executive Assistant to Head of School St. Anne's-Belfield School
Reid Davisball
View
Reid Davisball LS Administrative Assistant Charlotte Christian School
Kim DeLong
View
Kim DeLong Executive Assistant to the Head & Director of Financial Aid Episcopal School of Jacksonville
Lisa Edenfield
View
Lisa Edenfield Executive Assistant to the Head & Board of Trustees Cape Henry Collegiate
Taylor Edwards
View
Taylor Edwards High School Administrative Assistant First Baptist School of Charleston
Erin Egan
View
Erin Egan Assistant to the Head of School Blair Academy
Elizabeth Gaffney
View
Elizabeth Gaffney Middle School Admin Assistant Berkeley Preparatory School
Cindy Garrison
View
Cindy Garrison Administrative Assistant Evangelical Christian School
Flekeda Gilliam
View
Flekeda Gilliam Executive Assistant of Academic Affairs Charlotte Latin School
Jettie Godwin
View
Jettie Godwin Assistant to the Executive Leadership Team Randolph School
Kaitlyn Golphin
View
Kaitlyn Golphin Executive Assistant to the Head of School Pace Academy
Kendyl Grbac
View
Kendyl Grbac Administrative Support to the Division Heads John Thomas Dye School
Sarah Hanawald
View
Sarah Hanawald Executive Director Association for Academic Leaders
Mary Leslie Hardy
View
Mary Leslie Hardy Executive Assistant to the President & VP for Academic & Student Life Woodward Academy
Leigh T Hill
View
Leigh T Hill Senior Executive Assistant to the Head Marburn Academy
Mary Catherine Holt-Evans
View
Mary Catherine Holt-Evans Director of Office Administration The Covenant School
Karen Hulin
View
Karen Hulin Assistant to the Upper School Head Cannon School
Mary Hutchins
View
Mary Hutchins Middle School Administrative Assistant Spartanburg Day School
Alexa Ilijic
View
Alexa Ilijic Assistant to Upper School Director Durham Academy
Eva Ivolga
View
Eva Ivolga Salesperson Miracle Renew
Ashley Jenkins
View
Ashley Jenkins EEB Administrative Assistant Charlotte Christian School
Wendy Joachim
View
Wendy Joachim Admin Assistant for Middle School Evangelical Christian School
Jana Johnson
View
Jana Johnson High School Administrative Assistant Evangelical Christian School
Julie Johnson
View
Julie Johnson Executive Assistant to the Head of School Carrollwood Day School
Betsy A Knight
View
Betsy A Knight High School Admin Assistant Ensworth School
Marguerite Ku
View
Marguerite Ku Admissions & College Counseling Assistant Marlborough
Jennifer Lange
View
Jennifer Lange Registrar/Assistant to Head of Upper School Columbus Academy
Kristine Lord-Johnstone
View
Kristine Lord-Johnstone Middle School Administrative Assistant University School of Nashville
Kristina Martin
View
Kristina Martin Administrative Assistant Berkeley Preparatory School
Jamiyae Mattress
View
Jamiyae Mattress Admission Office Analyst Christ Church Episcopal School
Kathryn McInnis
View
Kathryn McInnis Employee Relations Coordinator & Assistant to the Head Jackson Academy
Kayla Merrell
View
Kayla Merrell Upper School Administrative Assistant & Registrar Summit School
Katrina Miller
View
Katrina Miller US Administrative Assistant Charlotte Christian School
Amanda Mizell
View
Amanda Mizell Administrative Assistant Brookwood School
Abby Murphy
View
Abby Murphy Administrative Assistant Currey Ingram Academy
Lyndsey Neal
View
Lyndsey Neal Administrative Asst to Head of School Pace Academy
Jennifer Nolen
View
Jennifer Nolen Upper School Administrative Assistant Carrollwood Day School
Chloe Ohlinger
View
Chloe Ohlinger Student Wellness Services Coordinator Charlotte Latin School
Angela Olinghouse
View
Angela Olinghouse Administrative Assistant Brentwood School - CA
Tabatha O'Neill
View
Tabatha O'Neill Executive Assistant to the Head Woodberry Forest School
Paul Organ
View
Paul Organ Co-Founder Orah
Jenna Pirani
View
Jenna Pirani Executive Assistant to the Head Randolph School
Kendrick Rainey
View
Kendrick Rainey Administrative Assistant Carrollwood Day School
Kim Rainey
View
Kim Rainey Upper School Admin Assistant University School of Jackson
Kim Ramirez
View
Kim Ramirez IT Admin Operations Coordinator Cannon School
Laura Schott
View
Laura Schott Executive Assistant to the Head Rabun Gap-Nacoochee School
Lisa Scurlock
View
Lisa Scurlock Executive Assistant to the Head Cannon School
Robin Seale
View
Robin Seale Assistant to the Head of Middle School Randolph School
Lori Smith
View
Lori Smith Shareholder ZKS Law Firm
Lyn Smith
View
Lyn Smith US Administrative Assistant Charlotte Christian School
Bernice Sokpoli
View
Bernice Sokpoli Cashier Lincoln Community School
Caroline Spence
View
Caroline Spence Upper School Administrative Assistant Brookwood School
Sharon Stewart
View
Sharon Stewart Admin Asst to Early Learning Principal The Galloway School
Lee Tamblyn
View
Lee Tamblyn Middle School Administative Assistant Ashley Hall
Allison Thetford
View
Allison Thetford Registrar/Assistant to the Academic Dean Evangelical Christian School
Dusty Tresnak
View
Dusty Tresnak Administrative Assistant to the Upper School Legacy Christian Academy
Rachel Twiford
View
Rachel Twiford Assistant to Head of School Evangelical Christian School
Sara Washington
View
Sara Washington Executive Assistant to the Head of School The Schenck School
Alissa Wells
View
Alissa Wells Middle School Assistant University School of Jackson
Danielle West
View
Danielle West Director of Special Projects & AdminAssistant The Covenant School
Michelle White
View
Michelle White Executive Assistant to the Head of School Columbus Academy
Exhibitors
  • Miracle Renew
  • Orah
Event Policies & Acknowledgments
Review Event FAQs at this link.
  • For questions about event registration or special accommodations, contact learn@sais.org