February 21, 2023 - 2:45 PM - 3:45 PM PT

2023 National Business Officers Association Annual Meeting

Improving Financial Sustainability Through School Mergers and Collaborations

JW Marriott
900 W Olympic Blvd
Los Angeles, CA 90015

On Tuesday, February 21, Caryn Pass and Grace Lee will be speaking at the “Improving Financial Sustainability Through School Mergers and Collaboration” panel, during the 2023 National Business Officers Association Annual Meeting. Independent Schools are exploring collaborations and mergers to strengthen their market position, expand their mission, and enhance their program. Hear from M&A experts LearnCollab and Venable LLP, legal counsel to independent schools nationwide, as well as a school that has successfully navigated this process, to examine the benefits and potential pitfalls of school mergers. This session will present case study lessons from the trenches and discuss how to start and manage the conversation and practice due diligence regarding legal considerations.