Concurrent Sessions D

8:45 am - 10:00 am

Reduce Your Environmental Footprint: One Bite at a Time

In a bold effort to eliminate waste on campus, the leadership of a Pennsylvania school launched an initiative to create a zero-waste cafeteria. As a result it was the first school in the state to receive a Certified Green Restaurant designation. Learn how the cafeteria was redesigned to reduce waste at the source, eliminating more than 21 disposable products and incorporating reusable plates, cups and flatware. Examine other aspects of the initiative, including the installation of zero-waste stations (recycling, compost) and a green coffee station. Discuss the "Think Outside the Bottle" campaign that administrators initiated to eliminate single-use plastic water bottles. Get the details on how the school saved resources, reduced environmental impacts and increased student awareness.

Frank Aloise, Chief Financial Officer, SCH Academy
Mary Ann Boyer, Principal, Boyer Sudduth Environmental Consultants LLC
Anne Sudduth, Principal, Boyer Sudduth Environmental Consultants LLC

Lessons Learned: Shared Experiences in Preventing Sexual Abuse in Schools

Independent schools across the nation are inundated with news of past and present sexual abuse. Discover how ones school partnered with its insurance provider to strengthen its multiple systems and operations. Understand the challenges school leadership faces when managing the risk of abuse, hear about lessons learned and take away tips to help your school increase safety in student programs.

Angelique Dale, Account Manager of Schools, Praesidium
Audrey Fussell, Human Resources Director, St. John's School

What Can You Learn from Independent Schools Around the World?

Independent education is flourishing throughout the world and each school market is unique. Characterized by demographic shifts, automation and robotics, future jobs, globalization and the growth of the middle class in developing nations, the importance of a quality education is still the differentiator, from both the parent's and nation's perspectives. Compare independent school markets around the globe and the potential for ongoing disruption. Learn how school business managers can innovate business models and exploit data and analytics while taking on a more strategic role.

David Buley, Chief Financial Officer, Association of Independent Schools (Australia)

What to Do When Your School Makes Front Page News

Do you have the right tools in your crisis-emergency kit? Recent stories from prestigious prep schools and top universities-ranging from accusations of bullying to improper sexual relations - raise immediate questions of what to do when crisis strikes and the phone starts ringing with calls from reporters. Discuss how every action taken in response to a crisis has potential legal risks that must be thoroughly analyzed. Learn how to address the difficult PR and relationship issues that may arise if a lawsuit is filed or a victim goes public.

Kathleen McLeod Caminiti, Partner, Fisher Phillips
Raye Jean Leastman, Director of Business Affairs, Oak Knoll School of The Holy Child

Financial Information: Reports Your Board Will Understand and Appreciate

Presenting succinct and clear information to board and finance committee members is important since they have varying levels of training in accounting and finance. Monthly and quarterly reports in an easily understandable format facilitate the committees' ability to assess the information and ask meaningful questions. Learn tips and review examples of clear, accessible board reports.

Edward DiYanni, Chief Financial Officer and Chief Operating Officer, Stevenson School
William J. Heron, MA, Controller, Stevenson School

Innovative Benefit Solutions: How Three Schools Took Control of Healthcare

Health care costs represent one of the largest expenses in a school's budget. Schools have been trapped in an insurance marketplace that offers them no access to their data and no control. Hear three stories about innovative and nondisruptive solutions that gave school officials complete control over their health care spending while creating a climate of health and well-being for their faculty and staff.

David Saltzman, Director of Marketing and Business Development, Borislow Insurance
Jonathan Douglas, Chief Financial Officer, Berwick Academy
Jill Duncan, Director of Finance, New Hampton School
Tom Murphy, Director of Finance and Operations, Brookwood School

Mastering An Effective Investigation Of Alleged Misconduct

Taking constructive action in response to a student or employee complaint or an allegation of wrongdoing is every school administrator's goal. Gain insight on how to conduct an effective internal investigation on campus. Find out how to plan the investigation, identify the best investigator and witnesses, and conduct complainant and witness interviews. Understand how to document the investigation, prepare the report, address wrongdoing and avoid retaliation. Review the role of counsel and discuss confidentiality and privacy issues. Learn how to conduct the post mortem.

William Hannum, Managing Partner, Schwartz Hannum PC


Concurrent Sessions E

10:30 am - 11:45 am

Enterprise Risk Management: Aligning Risk with Strategy and Mission

While enterprise risk management (ERM) is not a new concept, its framework, role and value is constantly being reassessed. In the time it has taken many institutions to adopt a more formalized process of identifying risk, ERM has evolved into more than just a checklist of risks and controls. ERM is a critical part of executing strategy and mission. Learn how school administrators can carry out the ERM process at all levels of oversight and management.

John Tuke, Chief Financial Officer, The Hotchkiss School
James Perrino, Partner, CohnReznick LLP
John Toscano, Partner, CohnReznick LLP

Creating 21st-Century Learning Environments in 20th-Century Spaces

It can be a challenge to provide innovative learning spaces in school buildings designed more than 40 years ago. Since rebuilding often is too costly, renovation is the most viable option to create learning environments that promote hands on, collaborative experiences. Discover how observing the teaching and learning process can help school administrators and design teams renovate buildings in a way that transforms the educational culture.

Maxine Coleman, Director of Operations, Atlanta International School
John Poelker, Associate Principal, Perkins + Will

Security Threats, and Employee and Student Privacy: A Complicated Balancing Act

Determining who can use and disclose employee and student information has become a minefield for schools. Examine emerging laws and understand the legal implications of using student information. Review best practices to reduce the risk of improperly using and disclosing information. Learn how to identify the red flags before you release information about employees and students.

Susan Guerette, Partner, Fisher Phillips
Cindy Nichols, Human Resources Manager, The Episcopal Academy

Defining Your Dollars: Building the Proper Reserves from Within

Many independent schools are following a familiar pattern regarding the presence and poor definition of funds on hand. It is most prevalent in instances where residual exist from prior capital campaigns, intended to pay down debt over time. But it is also reflected in countless (and oftentimes, controversial) transfers that occur at the end of every fiscal year. Learn how to take control of your buckets of money, define and grow reserves, establish targets, invest better, model more accurately and eliminate the confusion surrounding your school's greatest assets.

David Adams, Senior Vice President, George K Baum & Company

Modern Fraud: How Do You Protect Your School?

Fraudsters are a fast-rising threat to schools as they often outsmart staff and students with their cyber-attacks. Hear from a Secret Service representative, a banker, an auditor and a business officer about how to recognize clues that your school has been targeted before any monetary losses or date compromises. Dig into email hacking, phishing, financial malware, ransomware, embezzlement, check washing and encryption.

Kelny Denebeim, Managing Director - Preferred Banking, First Republic Bank
Kathy Grogan, Partner, Hood & Strong LLP, CPA’s
Mark Van Divner, Manager - Information Security, First Republic Bank
Bob Wucher, IT Director, Hood & Strong LLP
Diana Vail, Retired Business Officer, Former Business Manager, Brooklyn Heights Montessori School
Lucia Ziobro, Federal Bureau of Investigation
Grady Marshall, United States Secret Service

Transforming Your School through Blended Learning

The role of the blended learning program has been expanding within the independent school curriculum. Discover tools that encourage students to return to the program again and again. Examine the scope of this program including traditional (science and writing) and nontraditional (physical education and painting) content and courses that traverse Pre-K through 12th grade. Learn how strategic investing from the business office is making this program a success.

Jennifer Malachowski, Associate Head of Middle School and Director of Blended Learning Program, Indian Creek School
Linda Dennison, Associate Head for Finance and Operation, Indian Creek School
Matthew McCormick, Associate Head of Upper School, Indian Creek School

Dashboarding Your School: A Financial Sustainability Methodology and Toolset

Learn the methodology for analyzing and measuring a school’s finances and operations to develop a financial-sustainability report and dashboard. Discuss how this methodology enables the school board to thoroughly review key financial and operating metrics, as well as industry ratios and other standards, to guide strategic, financial and operational decision making. Hear a case study of how administrators at one school developed a financial-sustainability report and dashboard.

Kevin Quinn, MBA/JD, President, Wye River Group
Jon Wasserman, MBA, Chief Financial Officer, The Rivers School
Shivani Singh, CFA, CAIA, Director, S&P Global Ratings


Concurrent Sessions F

2:30 pm - 3:30 pm

Tax Treatment of Benefits

Employee benefits present issues related to their taxability. Learn what is and is not taxable to employees. Find out how to structure your benefits to attract employees and keep the IRS off your doorstep.

William E. Turco, CPA, Director, Not for Profit Tax Services, RSM US LLP

NBOA's New Data Collection Platform and The Independent School Financial Heath Gauge

Mining data banks and providing feedback to an array of data collection sources are time-consuming yet essential undertakings for officials to monitor their school's standing with peer institutions. Discover how NBOA is making this protracted task easier with the roll out of the NBOA Business Intelligence for Independent Schools data platform.

Mary Kay Markunas, Senior Manager, Member Resources and Industry Research, NBOA
Genevieve Madigan, Vice President, Professional Development and Research, NBOA
Tim Fish, Chief Innovation Officer, National Association of Independent Schools (NAIS)

Facilitating a Secure Campus: Personnel, Tech and Facilities Management

Independent school campuses are quickly becoming year-round hubs of activity. With so much constant activity, protecting both your school's physical assets and those on campus can be a challenge. Hear how school leaders have integrated the campus safety, facilities and operations departments into a combined force through technology and communication. Learn how they have cross-trained employees incorporate the rest of the faculty and staff to take part in securing the campus daily.

Mark Notaro, Director of Operations, Episcopal Academy
Joe Shanahan, Director of Campus Safety, Episcopal Academy

Creating a Dashboard as Part of Your School's Campus Master Plan

Administrators are aggressively developing multiyear campus master plans. These may involve significant investments in facilities that will be funded from a variety of sources, including excess funds from operations, fund raising, investments and various types of debt. By creating a dashboard for the master plan, you can better keep track of the many financial pieces. Discover tools to help you evaluate project affordability and discuss how to take advantage of the various funding options. Review project timing and identify the role of debt in the master planning process, both permanent and bridge financing.

Charles E. Procknow, MBA, Executive Vice President, George K. Baum & Company
Dev Talvadkar, Senior Vice President, George K. Baum & Company
Diane M. Isola, CPA, Chief Financial Officer, Crystal Springs Uplands School

Culture Shock: Moving Risk Management Beyond the Business Office

A true cultural change in risk management makes the difference between merely having good policies and procedures and actually reducing exposure to loss. Taking risk management from beyond the business office means shifting awareness and ownership of risk to each faculty and staff member. Examine practical and actionable steps that business officers can take to empower and educate staff to actively manage risk within their respective roles.

William S. (Trip) Thomas, III, Area Vice President, Arthur J. Gallagher & Co.
Robert (Bob) Rule, Director of Risk Management and Transportation, Chadwick School
Darrow Milgrim, CIC, AAI, CSRM, Managing Director, Arthur J. Gallagher & Co.

The Tech-Simple Classroom

Implementing cost-effective and efficient technology in today's classrooms is necessity, but will that allow you to build smaller, more efficient, sustainable classroom buildings? A simple and cost-effective program of integrated technology in one school's new humanities building allowed officials to build fewer classrooms with less space in each room dedicated to technology. Discover how these systems resulted in shared classrooms flexible enough to accommodate different teaching styles, class sizes, and learning objectives.

Robert A. Douglass, LEED AP BD+C, Associate, Voith & Mactavish Architects LLP
Kenneth Coakley, Director of Technology, The Pennington School
John Daves, PhD, Dean of Faculty, The Pennington School

On-boarding Procedures and Exit Strategies for Successful Employee Relations

Recruitment is time consuming, stressful, and expensive. How you initiate the employment process sets the tone for the experience new colleagues will have joining your school community. Learn how to develop streamlined, efficient on-boarding and exit processes that can be adapted in your school's environment.

Janet Graham, Director of Human Resources, McDonogh School
Sara Skinner, Director of Human Resources, Lakeside School


NASBA Information

NBOA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.