The summer stretch is your business office’s most powerful planning window. With fewer urgent demands competing for your attention, it’s the moment to make the intentional changes that pay dividends all year long.
In this Q&A session, Jared Susco, Director of Finance at The Philadelphia School, shares his own story of walking into a new role, asking “but why do we do it this way?” and using the answers to drive real, measurable change. Jared offers a candid look at what it actually takes to challenge the norms and build something better — from simple process shifts that brought a majority of families to on-time tuition payment, to identifying workflows that were manual, slow, or quietly exposing the school to unnecessary risk.
He will also address how to bring along team members who worry that process improvements threaten their role, and how to move past the “we have always done it this way” mindset without leaving people behind. This is a practical, story-driven session for business office leaders who are ready to use the summer not just to catch their breath, but to move their school forward.
What You Will Learn
- How to identify the workflows most worth scrutinizing
- Practical techniques for uncovering manual work, bottlenecks, and risk exposure
- Real examples of simple changes that drove outsized results
- How to lead change with staff who are skeptical or hesitant
- Lessons from the field on what to tackle first and what to leave alone
Presenters
Keith Krass
Head of Sales, Business Office
Veracross

Jared Susco
Director of Finance
The Philadelphia School

