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.

Boardable is board management software built for nonprofit organizations but suitable for businesses and groups of any kind that want to improve engagement. The software is meeting-centric, helping groups schedule and hold virtual meetings, build and share agendas, draft and finalize minutes, vote digitally, and securely store, share, and sign documents.

Board Management Software, Simplified. Built by nonprofit founders to serve nonprofits, Boardable is committed to improving the way boards and committees work. Every Boardable account starts with a free trial. Go ahead, kick our tires. Click our tools. No credit cards, no commitment.  Special pricing is available for NCAIS member schools.

For more information, please contact:
Adam Pedersen317-689-0990 

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

Retirement Plans are a key benefit to your organization, but managing them is complex and time-consuming. From market volatility and regulatory changes to longer participant life spans, this dynamic process requires special attention.  At CBIZ Retirement Plan Services, we’re passionate about helping people hit their retirement savings goals while also helping their employers navigate the fiduciary responsibilities that come with sponsoring a retirement plan. Our team of professionals provides comprehensive solutions to help you manage every aspect of a retirement plan. Whether you’re looking for actuarial, advisory, defined benefit administration, defined contribution administration or retiree readiness services, we have an experienced team ready to assist.

For more information, please contact:
Martin Bel, SVP, 407-221-5985 or [email protected].
 Leadership Circle Sponsor



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

First Tryon, headquartered in Charlotte, partners with independent private schools, charter schools, nonprofits, and colleges and universities to find creative and practical solutions to meet their capital and operational needs.   

First Tryon’s proprietary planning model provides school leadership with the clarity and insight required to make great financial decisions. The model’s dynamic, interactive features simplify the budgeting, planning, and forecasting process, allowing schools to test the viability and sustainability of their plans across a wide range of variables.  After developing a plan tailored to each school’s specific needs, First Tryon leverages its deep experience structuring, negotiating, and leading financing transactions to secure fair financing terms and ensure seamless execution, helping the school bring its plans to reality while reducing costs and distractions. 

To better serve our clients’ expanding needs, First Tryon recently launched an operational consulting platform, led by two former CFOs from UNC institutions. The First Tryon team stands ready to help schools assess and reengineer their business processes, evaluate their operational effectiveness, and facilitate strategic budgeting and reallocation exercises, all designed to help our school clients meet the constant challenge of doing more with less.

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
 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:
Aimee Gibson, Regional Account Manager, 302-656-4944
Please click here to see:
Our Gift to You, ISM Membership Trial for NCAIS Members

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 SlaterCustomer Success Manager, (704) 464-3404 
 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
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 
Leadership Circle Sponsor 
Tower Bridge 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®. 

Achieve simplicity with an all-in-one HR and employee benefits solution custom-built for schools.

Education leaders are constantly searching for ways to streamline processes while managing a tight budget. To add to this, employment law is complicated and mistakes can be extremely costly to schools. A full-service HR solution with access to friendly experts and premium benefit options can help you support your mission. TriNet helps you attract great teachers and school leaders while helping you stay compliant and reducing administrative HR tasks.

For more information, please contact Jessica Scales, Education Practice Leader, 919-674-5414.

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

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

Zaner-Bloser is an educational-solutions company that specializes in delivering explicit instruction and a solid academic foundation for PreK–8 students in reading, writing, spelling, handwriting, and other language arts. Our core digital and print resources include Superkids, Spelling Connections, Jump Into Writing!, and Zaner-Bloser Handwriting.

Visit for more information.

For over 55 years, The Budd Group has provided comprehensive solutions to education facilities across the Southeast.  Our highly-trained and specialized staff are equipped to help your school with a variety of facility needs including cleaning & disinfecting services, landscaping services, and maintenance services. 

For more information, please contact our sales team at 800-380-7765.

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.

A. W. G. Dewar provides 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

Edifice General Contractors  is proud to help plan and build the structures that train our future generations. Though we boast a diverse portfolio in all major construction markets, we have completed over six (6) 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 employees’ wellbeing, 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.

For more information, please contact:
Scott Whelchel, Business Development, (704) 332-0900 

Finalsite is the preferred website, communications, and marketing platform of  5,000+ schools worldwide. Our people, products and services transform how schools connect and engage with their community, recruit students and staff, and fundraise; while managing the complex requirements around data privacy, accessibility, hosting and security. Finalsite products and services include award-winning website designs, a robust content management system, innovative inbound marketing tools, data integration, training, support and marketing consulting. With a 95% retention rate year-over-year, Finalsite is the choice of more than 600 NAIS member schools and hundreds of school districts in the U.S., and international schools and universities in 84 countries around the world.  Finalsite is headquartered in Glastonbury, CT with offices throughout the US, as well as in the U.K., Germany, and Hong Kong.

For more information, please visit

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

Paymerang has not only provided our office flexibility to continue remote operations during the Covid19 Pandemic, it has eliminated the manual, timely, and mundane process of printing checks, signing checks, and matching check stubs to invoices for filing.”  -  Shelly Lammon, Controller at Saint Mary's School.

For more information, please visit

Founded in 1902, Southern Teachers is the oldest educational recruitment agency in America.  Southern Teachers is also proud to be the longest-running sponsor of NCAIS.  We help schools with teacher recruitment, administrative placement, and head-of-school search services.  In 2020, we’ve also launched a line of consulting services, the first of which is our School Operations AssessmentRod Chamberlain, formerly the Associate Head of School at Charlotte Latin and currently our Director of Consulting Services, will soon begin offering executive coaching services.  In 2021, we’ll be adding an Athletic Department Assessment.  We invite you to learn more about the ST Search & Consulting Team.  Your NC Agent here at Southern Teachers is Colin Manning, but Carey Goodman is always happy to chat, as well.

For more information, please contact:
Carey Goodman, Director (434) 295-9122
Colin Manning, NC Agent  (404) 736-6058



ApplyHereFirst provides everything your students need to stand out for college admissions:

  • Virtual ACT and SAT boot camps taught by top 1%-scoring instructors
  • College admissions consulting to help students identify their target careers and reverse-engineer the pathway to get them there
  • College application reviews with in-depth feedback from former admissions officers from top universities
For more information, please contact: Ben Marley, Founder, 843-732-0185

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

Graham-Pelton Consulting is a leading fundraising and nonprofit management firm with offices around the globe and is the trusted advisor and partner to leading impact-driven institutions across all sectors of the nonprofit world. The firm customizes fundraising services to the needs of the client and the institution’s culture, providing campaign management, planning studies, board training and development, major gift counsel, interim staffing and other uniquely tailored services. Graham-Pelton’s mission is clear: Elevate philanthropy so nonprofits flourish.

For more information, please contact Elizabeth Zeigler, President and CEO

Welcome to Proactive Chiropractic and Rehab Center located in Charlotte, NC. At Proactive Chiropractic and Rehab Center, we do our best to provide non surgical solutions to your everyday pain. As a top provider of chiropractic care in Charlotte, NC, Dr. Alec Khlebopros delivers the most effective chiropractic techniques that help to return you to your optimal health.

For more information, please visit us at

Changing your narrative requires big ideas, bold transformation, and the desire to lean forward into what's next. Helping you develop those big and bold ideas worth rallying around is what gets us up in the morning. Rhodes Branding was born out of a belief that every student should be proud of where they go to school. When you partner with us, that original belief and vision are kept at the forefront of our work together.  To know where we’re going together, we dive deep into where you’ve been and develop a roadmap to help you change the narrative and ensure your long-term success.

Please call or reach out to us today to find out we may help you with a project or in an ongoing way.

Dan Wyar, Director of Operations, 
[email protected] 
Charnita Mack, Associate Digital Director, 
[email protected] 
Austin Rhodes, President, 
[email protected]  

Soil³ products are specifically designed for school use. Let’s Grow Together™ and AG IN THE BAG™ introduce the benefits of gardening to a new audience.  We address hot topics like recycling (the root pouch is made from recycled plastic water bottles) as well as foodscaping, food sourcing, organic gardens, sustainability, farm to table, etc.
Our products can be used in many areas of curriculum:
Language Arts – Research, Descriptive
Science – Observations, Process, Experiments, Lifecycles, Botany, Earth Science
Math – Cooking Skills, Fractions, Measurements
Health and Wellness – Food Knowledge, Healthy Eating, and Food Sources.

All of the Soil³ product options support current curriculum standards. We realize that while teachers are creative and intuitive, it is sometimes helpful to have resource information. To that end, we also have a Resource Guide with these products. This guide includes online resource tips, curriculum information and information on age appropriate gardening books. We also offer a weekly blog ( for teachers and students as a way to interact and share ideas and information.

We look forward to speaking with you and sharing more about Soil³ and Let’s Grow Together!  I get such delight in making connections and sharing with educators, students, parents, and fellow gardening enthusiasts.

For more information, please contact Teresa L. Wilson, Soil³ Community Coordinator, 919-608-6575.  websites: &

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:
Stephanie Bryant, Senior Vice President/Private Banking (704) 644-4001