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

With more than 4,000 dedicated employees, eight regional centers, numerous satellite offices and site-based locations, The Budd Group delivers facility solutions to customers in all types of facilities and industries throughout the Southeast.  We have extensive experience providing solutions for all types of facilities, from educational institutions and government facilities to corporate offices and manufacturing.

The Budd Group has been awarded CIMS Certification with Honors as well as CIMS Green Building Certification with Honors by ISSA. The Cleaning Industry Management Standard (CIMS) is designed to assist organizations in establishing a management system that ensures quality, efficiency and overall customer satisfaction.

For more information, please contact Katherine Martin, Senior Business Development Manager, or Katie McConnell, VIce-President of Business Development

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

CG Financial Services is an integrated team of advisors with a focus on assisting private schools, colleges, and non-profits with their 403(B) and 457 retirement plans.  Our approach helps organizations improve their retirement plans in 3 key areas:

  • Fiduciary Liability Reduction: Through a structured process that is guided by ERISA’s standards and recommendations, we help mitigate your fiduciary risk by establishing the proper fiduciary curriculum and procedures to help your team administer the plan effectively and efficiently.
  • Enhanced Participant Outcomes: Through a solution used by a number of fortune 500 companies we provide financial wellness to all of your participants to ensure not only a healthy retirement but a better overall financial foundation.
  • Transparency: In the education and non-profit sectors, we see several well-known providers disguise fees in a way that hinders participant accounts and creates liability within the plan.  We help organizations benchmark fees and services on a yearly basis to ensure that retirement plans are working for both the participants and the organization.

We understand how to leverage your plans to maximize the benefit to your employees, minimize the cost to your company and create tax savings. Small to mid-size organizations generally lack the time and resources to properly monitor and assess retirement plan benefits.  CG Financial Services effectively fills this space by providing the service and care needed to insure that retirement plans meet the core values of your organization while focusing on the most important part of your organization...the people.

For more information, please contact Richard Adams, Financial Advisor, 704-373-2525.

Checkwriters is a comprehensive Payroll and HR services company focused on optimizing every step of the customer experience.  For independent schools, that means specialized features that make the whole school happy, and one-on-one customer support to ensure it all runs smoothly from day one.  Our features for schools include: 

  • Online applicant tracking and onboarding
  • Custom attendance solutions
  • Fiscal reporting and tracking
  • General ledger and retirement integrations
For more information, please contact Dakota Hebert, Chief Marketing Officer, 888-243-2555, ext. 158.

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, LLCa North Carolina-based general contractor, 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:
Danielle Kuhn, Business Development, (704) 579-8578 

 Leadership Circle Sponsor

FACTS, a Nelnet company (NYSE: NNI), is located in Lincoln, Neb., and is committed to making educational dreams possible through service and technology. FACTS serves more than three million students and families at over 11,500 schools, and manages $9 billion in tuition funds annually. FACTS offers a comprehensive suite of services including tuition management, a student information system, payment administration and processing, financial needs assessment, and online admissions/enrollment solutions.

For more information, please contact Jana Kane, Regional Vice President, Tuition Management and Financial Aid Assessment, 404-433-0911

Founded in 1996 and headquartered in Charlotte, North Carolina, First Tryon Securities, LLC is a regionally focused independent and privately -owned securities firm operating three primary business components, including Financial Advisory Services, Taxable Trading & Sales and Municipal Trading & Sales.

Our mission is to offer expertise and solutions delivered by an experienced, accessible and enthusiastic team that is passionate about providing superior customer service.

In addition to the firm’s headquarters in Charlotte, NC, First Tryon also has offices in Gulf Breeze, FL, Jacksonville, FL, Atlanta, GA, and Boone, NC.

For more information, please contact Michael Juby, Managing Director, 704-531-5202


Leadership Circle Sponsor

At Flik Independent School Dining, we're always cooking something up.  We thrive on innovation and collaboration!

With FLIK Independent School Dining, the quality of life is enhanced across the entire school community. Through wholesome meals, nutrition education, and environmentally conscious programming, the whole campus is better equipped to live a happy, healthy life.

For more information, please contact Christine McGoldrick, 561-350-5429

Leadership Circle Sponsor


GreerWalker LLP is a CPA firm providing tax, assurance, accounting, and advisory services focused on the needs of privately held middle market companies, owners and individuals. 

While we are a Carolinas-based firm, our reach is global. We provide assurance, accounting, tax, and business advisory services to a diverse client base of privately held middle market companies with operations throughout North and South Carolina and the world. We also provide individual tax services to many of the principals of the organizations we serve. Our firm is committed to specialization in various key industries and services areas, which allows us to provide our clients with value-added services addressing a wide range of business and tax related issues.

Our client relationships, based on teamwork and proactive communication throughout the year, help us provide clients with strategic and comprehensive solutions to their business and individual needs.

For more information, please contact Beth Allen, 704-377-0239

Leadership Circle Sponsor

ISM the only comprehensive management-support firm for private-independent schools in the United States and abroad. Administrators in schools of all types and sizes turn to ISM for advice and assistance on an array of management challenges, including risk management, student recruitment and retention, advancement, development, admission, marketing, strategic and long-range planning, Board/Head relations, personnel, plant expansion, retreats, mergers, scheduling, faculty culture, 21st century schools, leadership training, and creative Insurance solutions.

For more information, please contact Aimee Gibison, 303-656-4944

Leadership Circle Sponsor 

Marsh & McLennan Agency has access to broad resources and solutions across all of its sister companies under the Marsh & McLennan Companies (MMC) banner.  Mid-size companies need a partner they can trust and that can provide additional tools for opportunity and growth. We strive every day to service those needs. We successfully bridge the gap between what the “big firms” offer and the advice, solutions, and programs that smaller businesses require.

For more information, please contact Ryan Wilcox, Employee Benefits Consultant or Murphy Holderness, Business Insurance Consultant, 336-899-2413 

At Paymerang, we believe in the radical power of simplicity and transparency. Our powerful payments engine has taken us from a handful of local clients to processing billions in payments every year for hospitals, renowned universities, banks, public utilities, billion-dollar corporations, professional sports teams and beyond. Let us do the same for you.

For more information, please contact Alex Neilson, Account Executive - Partnerships, 804-839-8833.

Leadership Circle Sponsor

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.  And in 2021, we added an Athletic Department Assessment.  You may learn more about the ST Search & Consulting Team here.  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

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.  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 

TriNet is a professional employer organization that provides small and medium size businesses (SMBs) with full-service HR solutions tailored by industry. To free SMBs from HR complexities, TriNet offers access to human capital expertise, benefits, risk mitigation and compliance, payroll and real-time technology.

From Main Street to Wall Street, TriNet empowers SMBs to focus on what matters most—growing their business.

For more information, please contact:
April Marsland, 888-874-6388

Little Diversified Architectural Consulting, a national architecture and design firm, is recognized for developing exceptional design solutions that elevate your performance and deliver results beyond architecture. Having designed over $3 billion in school construction, our passion is aimed at designing learning environments that inspire students and teachers to perform at their highest potential and that enhance the entire community.

For more information on our independent schools experience, checkout our brochure or contact Tom Balke, [email protected], 704-561-3414.

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 Yarbrough, Partner, 828-277-5137

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: &