Thank you to our sustaining partners for their generous support!
At its core, we believe the CAIS Partnership Program is about a partnership between organizations that serve CAIS schools and the schools themselves. To learn more about our partnership program, contact Christina Dixcy.
Association Partners
 DovetailED crafts a perfect fit between the multi-faceted hiring needs of independent schools and the limitless talents of prospective teachers, administrators, and school leaders. After partnering closely with each school to define the range and combination of needs for each open position, we apply a dynamic sourcing approach to develop a pool of meticulously qualified and genuinely interested candidates. DovetailED identifies and engages candidates who aren’t on anybody’s radar screen by skillfully accessing an extensive online database of diverse candidates and leveraging highly personalized outreach.
 Promenet Inc. is one of New York City’s premier providers of IT consultation, network integration, and managed services. We help our clients design, implement, and maintain their IT infrastructures. We’re technology experts with a history of successful consultation and ongoing support. Founded in 1999, we’re privately held and funded, and we’ve been growing steadily since our inception. We operate from Manhattan’s Financial District, serving clients headquartered in the tri-state area and coordi-nating as needed with their branch offices.
Principal Partner
 CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you. For more information, visit CLAconnect.com. CLA (CliftonLarsonAllen LLP) is an independent network member of CLA Global. See CLAglobal.com/disclaimer. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Key Partners
 From consulting and training to project implementation and customer support, CCi Voice is with you every step of the way. And we are not just voice! In addition to hosted VoIP and on-site phone systems, we offer expertise in managed network solutions, video surveillance, door access control, paging and cabling. We specialize in offering flexible solutions and savings to independent schools. Our technicians and engineers can either collaborate with your IT staff on project planning and implementation or we can assume the role of your IT staff ourselves- whatever is best for you.
 ConnectOne Bank serves the financial needs of independent K-12 educational institutions along the eastern seaboard. Recognized for outstanding client services and accessibility to decision-makers, ConnectOne Bank offers creative financial solutions consisting of campus renovation and expansion financing (both taxable and tax-exempt), including ground-up construction and real estate acquisition. Additionally, ConnectOne Bank provides cash management services that typically reduce/eliminate bank service fees while increasing interest income on operating balances.
 Cross Insurance is one of the largest family held insurance brokerages in the country, supporting businesses of all sizes with property & casualty insurance, risk management programs, as well as employee benefit plans. Cross is headquartered in Bangor Maine and has over 50 offices across the East Coast, including 10 in Connecticut. Our education practice is focused on helping independent schools with the design, implementation, as well as administration of individualized property & casualty programs. We strive to act as an extension of the business office and serve as the outsourced risk advisor to trustees and school leadership teams.
 Direct Clean Service Solutions provides an innovative and disciplined service delivery system for educational cleaning and facility management solutions. We prioritize high performance team cleaning and we place value on providing an exceptional service culture everyday. This will show up in your facilities as we don't just preach it, we live it.
 FACTS Management partners with K-12 schools across the country to help manage their end-to-end needs for everything academic and financial related. In Connecticut, FACTS is partnered with over 100 schools to help with their tuition and fee receivables through flexible payment plan and student billing options.
 Fred C. Church/Assured Partners is an insurance broker that is one the nation's leading providers of innovative risk management and insurance solutions for educational institutions. Their Education Team works with over 250 independent schools as well as many experiential education providers, charter schools, colleges and universities. Here in Connecticut, Fred C. Church has been the sole broker and risk management adviser since 2006 for the Nutmeg Group, the highly successful risk management consortium currently serving 57 Connecticut independent schools. The Fred C. Church team has been a long-time and loyal supporter of CAIS.
 For more than three decades, SAGE Dining Services® has been defining the standard in food service for independent schools and colleges throughout North America. SAGE's unparalleled expertise in nutrition, culinary trends, and community involvement produces exceptional dining experiences that delight the senses, inspire minds, and foster community. Learn more at sagedining.com.
 Stifel's expertise is in helping independent schools understand, evaluate, plan for and execute any and all strategies related to debt.
 TIAA was founded in 1918 to help teachers retire with confidence. That mission grew to include those in healthcare and more, creating reliable income for their futures while they work to make a difference today. Our commitment to be the change—for our clients, associates and communities—has never wavered and it’s what motivates us to deliver lifetime income for all with investments that build a better world.
 Updike, Kelly & Spellacy P.C., with three offices throughout the state of Connecticut, represents a wide range of educational law clients in a variety of practice areas including Commercial Lending and Banking, Employment, Healthcare, Real Estate, Governance, Taxation, Environmental, and Trusts & Estates. We believe in a commonsense approach to legal issues and challenges facing our education and business clients. Our firm provides legal and counseling services to independent schools on a variety of matters. Our attorneys have the experience to help schools navigate internal and external investigations, student discipline issues, employment issues, municipal tax exemption matters, school/parent relationships, board relationships and governance issues, by-law reviews, student, parent and faculty handbook reviews, and vendor, staff and faculty contract preparation and review.
Select Partners
 A.W.G. Dewar, Inc. is the originator of tuition reimbursement insurance. Dewar’s expert service has been trusted by over 1,200 premier independent schools across North America for nearly a century. The Tuition Refund Plan offers substantial protection to schools and their families from the financial consequences associated with student withdrawals and dismissals.
 Armanino LLP is one of the 20 largest independent accounting and business consulting firms in the nation. A certified B Corporation®, Armanino provides an integrated set of audit, tax, business management, consulting and technology solutions to companies in the U.S. and globally. Audit and attest services performed in New York are provided by Armanino CPA LLP. The firm helps clients adapt and change in every stage of business, from startup through rapid growth to the sale of a company. Armanino emphasizes smart technology, leading a cloud revolution of financial, operational, sales and compliance tools that are transforming the way companies do business.
 Automated Business Solutions provides technology solutions for the Private Education market. Educators in schools today face many challenges including increasing productivity and efficiency even as budgets are cut, safeguarding confidential student information, creating engaging course materials and more. Technology provided by Automated Business Solutions supports educators with solutions that can enable them to remain focused on what matters most, helping the next generation of students succeed. As a locally owned provider, we help schools increase productivity, rightsize hardware & reduce costs related to copiers, desktop printers, and related supplies. Local service is swift and strong. We also provide postage machines and parcel locker solutions. Many schools also come to us for IT and VoIP related needs.
 Founded in 1921, Bartlett Brainard Eacott (BBE) has been serving the construction needs of the independent school market in New England for over 100 years. Ranked by Engineering News Record among the Top 400 Contractors in the country, BBE has built over 1 million square feet of inspirational, nurturing learning and living environments for K-12 Independent Schools.
 At Cater To You Dining Services, we excel at all we do. Our food is wholesome and delicious, our attention to detail and service is impeccable, and our catering is inspiring. But perhaps most important, our desire to build meaningful, lasting relationships is unparalleled. Since 1988, our school dining programs have been centered around simply prepared delicious meals created with better-for-you ingredients: hormone- and antibiotic-free proteins, whole grains, legumes, healthy fats, and an abundance of colorful, fresh seasonal produce. And, when we say from scratch cooking, we really mean it. We do not view ourselves as simply your food service provider, but more as a dynamic partner to help make your school days healthier, brighter, and well-nourished.
 Connecticut Independent Schools Health Plan (CISHP) was established in 1993 to offer a health insurance program available to independent schools who are members of the Connecticut Association of Independent Schools (CAIS). Eligibility was updated due to ACA requirements that participating schools must have 51 or more eligible employees. CISHP offers medical (choice of 5 plans), dental (choice of 3 plans), vision, life and disability plans. Participating schools also have access to a Benefit Solutions Portal. The CISHP program is overseen by an Executive Committee comprised of finance leaders from CAIS member schools and including the CAIS Executive Director.
 Independent schools engage EarlyBird Power to save money on their energy costs. CAIS selected EarlyBird Power to manage the CAIS Energy Coop, an energy buying group that leverages the volume of 46 participating schools. By aggregating the total load of the group, each school is able to secure the lowest available rates for their electricity and natural gas supply. CAIS member schools also seek EarlyBird's expertise in leveraging rebates for energy efficiency upgrades, sourcing green power, and exploring solar installations on their campuses. Contact EarlyBird Power if you would like a no-cost utility bill audit or to learn more about the CAIS Energy Coop for your school.
 The Private Schools Team at Forvis Mazars is driven by our commitment to forward vision. As a top 10 public accounting firm and a thought leader in the industry, we provide innovative services and valuable insights to help our clients thrive and attain their goals. We are committed to providing an Unmatched Client Experience® that supports your school with its many fiscal needs. Forvis Mazars provides a variety of services to its school clientele, including audit and tax services, as well as advisory services and thought leadership focused on specific issues for the private school sector.
 Gregory & Howe is a Management Company that provides personalized service and solutions to clients that are required to comply with State and Federal Safety regulations. Gregory & Howe reduces the administrative burden which allows our clients to focus on their core competency.
 MDG is an insurance broker assisting schools with the design, implementation and administrations of employee benefit & healthcare insurance programs. Our agency services a variety of clients in the education space. Employee benefit plans are customized to each school's needs.
 NFP is known to independent schools for our expertise in designing, communicating and implementing customized health and welfare benefits programs and providing retirement plan fiduciary investment advisory and educational services. We are also recognized for delivering tailored property and casualty solutions and arranging for individualized executive benefits for school leadership. We begin by helping your school solve its most pressing challenges. We work tirelessly to find the right answer for your school, never relying on a formulaic or by-the-book answer. Instead, we focus on the details. Whatever the challenge, we approach it with a fresh perspective and creative thinking, using our extensive independent school experience to deliver a tailor-made solution. That is our promise, as we aim to deliver first-rate results to you and your school every day.
 Paymerang provides a streamlined invoice and payment automation platform that bring Accounts Payable (AP) departments into the modern age. Paymerang's platform saves AP departments thousands of hours annually, enhances visibility, increases accuracy, improves efficiency, and earns rebates while reducing paper, fraud risks, and operating costs.
 For over 28 years, PC University, a leading technology value-added reseller, has specialized in audiovisual, Library and education technologies, STEM, STEAM, and esports. We unite educators with hand-picked learning solutions to help improve learning. We customize and create esports and interactive table solutions by integrating the latest AV components, furniture, and education/ gaming software, backed by professional development and coaching.
 Peter Gisolfi Associates, founded in 1976, is an award-winning firm of architects, landscape architects, and interior designers, with a different point of view. Our mission is to design "places" -- buildings or groups of buildings which connect emphatically to outdoor spaces. These places relate strongly to their setting, and respect local and regional history, context, and traditions. The firm, modeled after design studios in schools of architecture, is a place of learning. We think beyond the boundaries of conventional solutions to be effective stewards of the environment. We listen and learn from each other, from the world at large, and from our clients. Our projects include academic buildings, campus master plans, academic and public libraries, municipal buildings, hotels and restaurants, commercial and corporate spaces, housing, private residences and gardens, urban space plans, parks, athletic fields, and recreation facilities.
 PKF O'Connor Davies, LLP is a full-service certified public accounting and consulting firm specializing in providing accounting, auditing, tax and management advisory services to not-for-profit organizations. We have a long history of serving not-for-profit organizations, including many independent schools. PKF O’Connor Davies has one of the largest independent school practices with 30 professionals working with over 150 independent schools, enabling us to bring important industry best practices to tackle operational, technological, and regulatory issues. We leverage our in-depth understanding of how independent schools operate to provide outstanding audit, tax and advisory services, and to help leaders address business issues that grow in quantity and complexity with every graduating class.We have assisted independent schools with many issues beyond regular audit and tax services, including campus expansion and capital improvements, development / fundraising, investment performance / endowment funds, and employee compensation plans to name a few. Our focused education and not-for-profit industry experience as well as best practices expertise are powerful assets to our independent school clients. In today’s environment, transparency of financial reporting and the effectiveness of internal control systems within an organization are under intense scrutiny. Your stakeholders, including your board, donors, parents, students, and other interested parties, expect you to perform at an optimal level in these areas. That is why choosing a certified public accounting firm – always an important decision – is even more important.
 Schoolhouse Pictures - Discover the SMART SOLUTION for independent school pictures. PAPERLESS process. Save time for school administrators and parents by eliminating paper forms. ONLINE ordering. Say goodbye to stuffing print packages into backpacks. Parents receive print orders at their homes. AUTHENTIC photos. Gone are the days of fake picture backdrops. Students will have their pictures taken outside, so that your school will be in the background.
 Shipman's Shipman's Independent School lawyers understand firsthand the complex issues and distinctive nature of the independent school environment. As experienced advisors in the education and school law field, we are counsel to over 150 educational institutions, including a diverse group of independent day and boarding schools, including Montessori, K-12, junior boarding, and religiously affiliated schools. Working across internal school departments, from the head of school to human resources, we provide integrated counsel tailored to meet the needs of the school community. We understand the complexity of the school environment and our clients' need to have practical, real-time solutions to even the most complicated legal issues in a timely and cost-effective manner. Whether our clients are navigating a student discipline matter or employment claim, engaging in new campus construction, or responding to regional, national or global disruptions, we have them covered.
 StoryScape helps independent schools clearly articulate what you do well in a way that resonates with the people you want to speak with most. Our team brings together nine years of collaborative experience and a proven track record, having partnered with over 50 schools while drawing on decades of individual expertise across consumer, non-profit, and education marketing. Our focus spans all types and sizes of schools, including private, independent, coeducational, single-gender, faith-based, bilingual, military, PK-12, and more—whether day or boarding, lower, middle, or upper school. We specialize in unifying and strengthening schools of all configurations. Comprehensive Market Research - Strategic Brand, Positioning, and Messaging Development - Storytelling Workshops - Word of mouth is the #1 way families hear about and learn more about schools. - Current Parent Surveys - Operations Assessment - Creative Platform Development Contact: Barbara Egan, began@story-scape, 802-222-0196
 UBEO Business Services is a managed services provider in Connecticut, specializing in document management, managed print services, IT solutions, and marketing services. They serve various industries, including healthcare, education, and legal sectors. Key offerings include:Managed Print Services: Helping businesses reduce costs, improve efficiency, and secure document handling. Document Management Solutions: Automating workflows, providing cloud storage, and ensuring data security compliance. IT Services: Offering network management, cybersecurity, and technical support, integrated with document management. UBEO also provides marketing services, such as: Direct Mail Campaigns: Managing targeted mailing efforts from design to distribution. Merchandising Solutions: Creating branded products like signs and promotional items. Tradeshow Support: Providing booth design, banners, and marketing materials for events. UBEO differentiates itself by combining print, IT, and marketing services into one comprehensive solution, allowing clients to streamline operations and grow their brands efficiently.
 Universal Connectivity is a local, premier Unified Communications as a Service (UCaaS) provider, offering enterprise-class business VoIP phone systems, secure internet services, managed network solutions, managed cybersecurity, emergency notification systems and E911 solutions, and collaboration tools. Our full range of technology solutions and unmatched customer service help independent schools achieve their goals to deliver enhanced support and opportunities. We provide strategic and sustainable ways to reduce costs, increase efficiencies, improve user experience, enhance mobility, and support unlimited growth.
 Vancord, a New England-based managed security service provider, collaborates with clients to support their information technology and cybersecurity needs. By helping businesses make informed decisions to protect their data, Vancord ensures security for optimal operations and peace of mind. For more information, visit www.vancord.com.
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