Calfee Financial
Advisors^®, Inc.

Calfee Financial Advisors provides holistic and global financial planning, guidance and other services to individuals and institutions. Peter Calfee is a registered representative with and offers securities and advisory services through LPL Financial (LPL)Member FINRA/SIPC. Calfee Financial Advisors, Inc., is separate from LPL Financial (LPL) and is not a broker dealer.

What about the independent institution board?

Each school or institution defines and selects its own compensation criteria. The objective is to have a rationale that is market responsive and reflective of the unique culture of the institution and community. It must be a comprehensive structure that drives the review and retention processes for years to come.

No board will structure a compensation package without agreement upon a set of “hard” and “soft” performance metrics such as:

• Stewardship of school or institution mission and culture

• Maintenance of break-even or surplus operations

• Fundraising goals

• Renovations

• Educational programs

• Definitions as to student “success”

• Increased enrollment and attendance

Measuring your institution's leader

When and where do board members begin to assess and measure the value of the head’s stewardship? What is the comparable compensation for heads of similar schools or institutions? How are your head, institution and community different? Is that difference worth more or less? How will this head advance your institution?

Calfee Financial will assists boards in answering these questions—and bridging your position with the selected or incumbent head of school to provide a win-win solution.

The goal is to arrive collegially at an agreement that satisfies all parties. This enables everyone to focus on carrying out the mission and pursuing the vision of the school or institution.

Person-Specific™ Planning and Financial Expertise for Successful People®    @Copyright 2005-2009 Calfee Financial Advisors

This web site does not constitute an offer of securities in any jurisdiction. Neither business transactions nor communications
related to securities and/or personal investment advice for compensation can be made without full compliance with your
state's registration requirements. Securities offered through LPL Financial (LPL) Member FINRA/SIPC.
Licensed to sell life insurance in AZ, CA, CT, FL, IL, IN, KY, MD, MI, NC, NJ, NY, OH, PA, TX, and WI.
Registered to offer securities in AR, AZ, CA, CT, FL, IL, IN, KY, MD, MT, NC, NJ, NY, OH, PA, TX AND WI.