Concurrent Sessions G

8:45 am - 10:00 am

Evolution of Innovation: One School's Innovation Lab Development

As part of their mission, officials at one independent school believe that the creation of a cross-disciplinary Innovation-Lab supports the recognition that students learn as much from hands-on experience and real-world challenges as from textbooks or computers. These experiences will help achieve equity and full participation for women in science, mathematics, engineering and technology. Discover how the school started its first-generation initiative with $500 and an existing classroom. Follow its evolution into a second-generation, dedicated, all-in-one Innovation-Lab with volunteer staff, and, finally, a third generation design-build-critique suite with full-time staff.

Elton Eric, PhD, STEM Director and Upper School Science Teacher, The Bryn Mawr School
Justin Curtis, Director of Technology and Computer Science Department Chair, The Bryn Mawr School
Casey Smith, AIA, LEED AP, Senior Associate, Hord Coplan Macht

Crisis Management in the Mobile Age

Most school officials consider their priority to be the safety of their students, faculty and staff. However, many schools still labor under an analog system for their crisis-management plans, considering it adequate to the task. It’s important to be aware of the restrictions and problems that may arise from purely analog communications systems. Discover how to create a digital crisis-management system that staff and faculty can access rapidly and instantly.

Nick Mirisis, Vice President of Marketing, SchoolDude
David Marcus, Campus Business Manager, de Toledo High School
Julia Washburn, Industry Marketing Manager, SchoolDude

The State of Financial Aid

What are the goals of schools' financial aid programs and how equipped are financial aid professionals to deliver on the investment? What practices influence how practitioners make financial aid decisions? Examine these critical challenges moving forward. Discuss how your own realities fit in broader context of this important aspect of enrollment management.

Mark Mitchell, Vice President, SSS by NAIS

Performance Management: Getting the Best Out of Your Workforce

When identifying performance issues, it is important that officials broaden their understanding of best practices and options to minimize risk and enhance performance. Examine the do's and don'ts of employee discipline. Discuss key performance-management strategies, including reviews, training and performance-improvement plans.

Caryn Pass, Attorney, Venable LLP
Megan Mann, Attorney, Venable LLP

Development and Finance: Running Toward the Same Goalpost

Finance and development departments may see various types of revenue differently. How do you communicate your financial information and try new ideas to integrate your financial and development systems to the benefit of both functions? Explore the role that estimates play in the accounting treatment for each. Discuss how to thank your donors and what satisfies both accounting and tax treatments.

Jennifer Tingley, Principal, CliftonLarsonAllen LLP
Karen Gries, Principal - Tax, CliftonLarsonAllen LLP

Optimize Your Retirement Plan: Understanding Five Key Trends

Discuss the five key trends impacting retirement plans. Examine the potential repercussions of the Department of Labor’s fiduciary rule, which becomes effective in April. Get the inside scoop on what a new presidential administration could mean for retirement plans. Learn how to convert from an individual contract to group contracts and discuss how to balance health care financials with retirement needs.

Jeff Cimini, Managing Director, Relationship Management, TIAA
Derek Dorn, Managing Director, Regulatory Engagement & Policy, TIAA
Timothy Lane, President & CEO of Emeriti Retirement Health Solutions, Managing Director TIAA Health, TIAA
Sam Kirby, CFA, Director, Consulting Research Group, CAPTRUST



10:30 am - 11:45 am

A (Not So) Funny Thing Happened on the Way to the Bank

Table 1

The soundest schools address concerns before they become problems. In doing so, they are perennially prepared to step into the capital markets. If capital financing is somewhere in your (not-so-distant) future, examine what the borrowing process looks like and what you can do to begin positioning your school for optimal reception and favorable borrowing terms.

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

Achieving 403(b) Plan Compliance While Reducing Costs and Management Administration

Table 2

How does a school achieve full 403(b) plan compliance without adding to cost or management-time requirements, and without having to abandon the investment-families familiar to faculty and staff? Discover a solution that can improve the process, reduce school and employee costs, and mitigate risk to the school and the plan fiduciaries. Find out how these objectives can be delivered through one dedicated, multidisciplined service team.

Tyler Hindermannn, Vice President, USI Consulting Group
Chris Martin, Senior Vice President, USI Consulting Group

Budgeting in Power Plan Software

Table 3

Learn about a budget software that can help your faculty and staff develop budgeting detail, capture years of financial history and benchmark off of actual versus budgeted results. Understand how to code requests and determine where the budget is in real time. Discuss ways to import support detail for continuing education.

Karen Moore, CFO/COO, Shorecrest Preparatory School
Lisa Wylie, Director of Project Management/ Technology for Business Operations, Shorecrest Preparatory School

Building Trust by Becoming a More Effective Communicator

Table 4

You want your leadership to positively impact the school and the people who work there, but are your communication habits holding you back? The best leaders know how to draw people together through their communication prowess, creating an environment that fosters collaboration and learning. Get an introduction to "The Laws of the Grapevine," including a simple method to improve your professional and personal relationships.

Scott Barron, Chief Reinvention Officer, School Growth

Business Office Marketing Primer: Critical Elements for Success

Table 5

A successful partnership between a school’s major departments, especially marketing, is critical to achieving business objectives. Learn how marketing strategies for admission can help increase inquiries and applications, and improve yield, bringing in more tuition dollars. Find out how marketing can impact donors by improving relationships that lead to more annual funds raised.

Peter Baron, K-12 Partner Program Manager, Blackbaud
Stacy Jagodowski, Director of Strategic Marketing & Communications, Cheshire Academy

BYOD: How to Get Away with Saving Money

Table 6

Schools are implementing a wide variety of “bring your own device” (BYOD) programs, each with its own set of risks and rewards. Hear the most common BYOD configurations and discuss which risks bear out in practice and which are easily mitigated. Discover how to manage a successful program at your institution.

Simon Kanter, Director of Technology, The Siena School

Can You Predict Employee Success?

Table 7

Predictive Index (PI) is a powerful behavioral-assessment tool that can change the way you evaluate candidates and manage employees. In conjunction with an interview process, find out how to create a profile for a job and see which candidates best fit the position. Discover how your managers can use PI to work with your staff. Learn how to get the most out of each employee, while creating a happier environment.

David Lunken, Principal, Cedarcroft Advisors

Chart Your Course: A Chart of Accounts for All Time

Table 8

There are numerous sample charts of accounts from which a business officer is able to model. The best is the one that will allow you to track and sort in multiple organized ways. Hear from the business officer who developed the chart that works for her school.

Elise Murphy, Assistant Head for Finance & Operations, The Lamplighter School

Collaboration: Overused Term or Strategy for Survival?

Table 9

Do you want to build capacity and community engagement in your school? Hear from representatives of two associations that created grant programs to encourage their member schools to further their mission and goals by partnering with each other, community centers, public schools and local universities. Learn about the grant recipients and their projects, goals and results. Consider what types of collaborative programs you can inspire at your school.

Al Greenough, Associate Director, PAISBOA
Damian Kavanagh, Vice President, Accreditation & Membership, SAIS
Aggie Malter, Executive Director, PAISBOA

Converting to a Zero-Based Budgeting Model Step by Step

Table 10

Explore the pros and cons of working with budget managers on converting to a zero-based budgeting model. Learn a step-by-step guide to implementing a successful transition.

Shana Barclay, Director of Finance and Operation, Cape Fear Academy

Debt Management: Financing Capital Improvements

Table 11

Gain insight on how best to prepare before meeting with the bank to request financing for capital improvements. Review the information the bank will require, -including details about the project and the capital campaign, and discuss the bank assessment. Understand what the bank will look for and consider when making its decision on a loan request.

Mark Cardone, First Senior Vice President, Director of Independent School Banking, ConnectOne Bank

Decoding Permission and Release Forms

Table 12

Permission and release forms may be deployed in a variety of contexts. Understand the key provisions to include in these forms and find out how to protect your school if problems arise during school-sponsored activities. Learn from real-world examples that demonstrate how permission and release forms should be tailored to specific school cultures and activities.

Sarah Fay, Attorney, Schwartz Hannum PC

Determining Technology ROI in Independent Schools: A Data-Driven Approach

Table 13

Implementing best-in-class technology solutions requires conversations between technology leaders and business officers. Learn about a research-backed platform to help discover, procure and evaluate technology. Find out how the platform combines insights with product pilots and contract evaluations to help school officials make better decisions. Review case-study results while learning about managing competing priorities and increasing return on investment.

Sarah Hanawald, Executive Director, Association for Technology Leaders in Independent Schools
Jason Ramsden, Chief Information Officer, Ravenscroft School
Karl Rectanus, CEO, Lea(R)n

Drafting and Enforcing Enrollment Agreements: Tips and Traps

Table 14

When did you last review your school’s enrollment agreement? Does the agreement address parental comportment and other often overlooked issues? Explore the key elements of creating a legally enforceable enrollment agreement, address common traps to avoid when drafting and enforcing these agreements, and identify internal policies for enforcement.

Sara Schwartz, President, Schwartz Hannum PC

Financial Aid: A 360-Degree View

Table 15

The financial aid committee is tasked with the important job of distributing tuition dollars to students and families in need. Reviewing a family’s financials alone, however, may not give committee members all of the information they need to make an informed decision. Discover how creating an integrated database can provide the tools not only to look at past award history, but also to give a macro view into academic performance and schoolwide participation through comprehensive dashboards and reporting.

Michael Gustin, Director, Client Success, Senior Systems, Inc.

Five Steps to a Winning Investment Committee

Table 16

Finance leaders and their investment committees have important fiduciary duties, including care, loyalty and obedience. Discover the five steps that will help even the most inexperienced investment committees serve honorably and successfully.

Quanda Allen, Group VP, SunTrust Bank
Elizabeth Jennings, Director of Institutional Investments, SunTrust Bank, Foundation and Endowment Specialty Practice

Getting to Know the New FASB Financial Statements

Table 17

Financial reporting for not-for-profits is getting a fresh look. FASB is issuing guidance in two phases that will result in a comprehensive update to the model that has been in place for more than 20 years. Discover what is changing and how to properly prepare your school for the updated presentation and language. Learn how these changes will affect the school and how to educate those who use your financial statements.

David Schriver, Director, Ellin & Tucker

Ideas for Successful Wellness Programs

Table 18

Implementing successful wellness programming for school employees involves a lot of trial and error, and keeping employees engaged can be tricky. Hear about the various programs that officials successfully implemented at one school. .Discover the techniques they used to keep employees engaged in the programs after the initial interest had faded.

Diane Byrne, Assistant Director of Finance & Operations, Fay School

Identifying Summer-Program Risks: They Are Different from that of School Year Programs

Table 19

There are many reasons to sponsor a summer program: revenue, feeder for full-time students, vetting staff, meeting constituent expectations, etc. However, it’s important to recognize that summer programs can expose schools to different risks than those posed by regular-school-year programs. Find out how to identify these differences and review best-practice protocols that help prevent and mitigate risks. Using a preprogram checklist, discover measures to help protect your school.

Martin Kelly, President, ISM Insurance, Inc., ISM

Impact of the FASB Financial Statement Project on Independent Schools

Table 20

Officials should start preparing for the new FASB Financial Statement Project to determine its impact on their school’s financial picture, their stakeholders, and the very way the school does business. The proposed Accounting Standards Update (ASU), Presentation of Financial Statements of Not-for-Profit Entities, will significantly change the existing not-for-profit financial reporting model. Since the ASU will apply to nonprofits on a retrospective basis, examine what this means for your school. Understand how to prepare comparative financial statements, including gathering additional information for the year prior to the year of adoption.

Thomas Muldoon, Partner, AAFCPAs

Impact of the New FASB Lease Accounting Standard on Independent Schools

Table 21

Have you determined how the new FASB Lease Accounting Standard will affect your school’s financial picture? Business officers will need to summarize all operating leases, including real estate, vehicles, equipment and other assets, to consider the impact on their financial statements. Learn how to develop supplemental processes and controls to collect necessary lease information and create a process of accounting in accordance with the new standard.

John Buckley, CPA, Partner, AAFCPAs

Legal Considerations in Student Discipline, Publicity and College Reporting

Table 22

Student discipline can be a teachable moment. However, when misconduct is serious enough, school administrators likely will have reporting obligations to child welfare authorities, law enforcement, and colleges and universities where the student has applied or been accepted. Navigate through the legal requirements and best practices associated with reporting student misconduct, especially when police also are investigating and the family has retained legal counsel.

Susan Schorr, Of Counsel, Tennant Lubell, LLC

More Money, More Problems: Managing the Legal Risks of Fund Raising

Table 23

Discuss legal issues that often arise in development campaigns, including charitable solicitation, promotional considerations when partnering with for profits, federal tax requirements for charitable contributions, and strategies for meeting legal requirements in raffles and other promotions. Review recent developments, including new state filing requirements. Evaluate online fund-raising vehicles and marketing regulations that could affect your school’s fund raising.

Caryn Pass, Attorney, Venable LLP

Moving from Privacy to Trust

Table 24

Data privacy is a growing priority for school leaders, parents, policy-makers and other stakeholders. Ultimately, it is the school’s responsibility to create trust when using student data to improve learning and teaching. Identify best practices for safely handling student data. Learn how administrators can balance technology advances with the need to protect student privacy and create a trusted learning environment.

Keith Krueger, CEO, CoSN - Consortium for School Networking

PCI Compliance and More: Collaboration Between the Business Office and IT

Table 25

Risk management increasingly requires the knowledge, skills and perspectives of both the business office and the information technology office. Using one school’s PCI compliance project as a case study, learn the process and plans that administrators developed for PCI. Hear how they prioritized the school’s compliance needs engaged contractors and consultants, and collaborated with offices across campus that process credit cards.

James Britto, Chief Information Officer, Collegiate School
Jenn Quindoza, Controller and Risk Management, Collegiate School

Post Issuance Tax Compliance: Establishing and Implementing Effective Procedures

Table 26

Learn how post-issuance tax compliance procedures benefit and protect issuers and conduit borrowers of tax-exempt bond issuances. Examine the concerns of conduit issuers and borrowers as they establish and implement written procedures for tax compliance and address issues such as assigning responsibilities for and establishing training.

Luisella McBride, Counsel, Miles & Stockbridge P.C.

Preparing for Life after Independent Schools

Table 27

Business officers and other senior administrators are great at making plans for their schools, faculty and staff. But what is their plan when they "graduate" or retire? The NBOA Business Office Survey Report indicates that 26 percent of CFOs are over the age of 60. What should you be planning for as you approach retirement in the next five or 10 years? Hear from one business officer who has graduated to his next role.

Paul Ibsen, Interim Head of School, Greensboro Montessori

Protecting Against Hidden Toxins and Pollutants

Table 28

Increased regulation, media attention and legal court rulings on environmental exposures in schools have left many administrators wondering about potential hazards on their campuses. Discover common, not-readily-apparent risk areas in schools and find out how to mitigate the financial impact through sound risk management, proper maintenance and strategic planning.

Brian King, Assistant Vice President, Property & Casualty, AHT Insurance
Scott Parker, Department Manager, Industrial Hygiene and Hazardous Materials, Terracon, Inc.
Derek Symer, Principal, Senior Vice President, AHT Insurance

Reinventing Afterschool: Using Technology to Transform Afterschool Management

Table 29

Afterschool is a necessity for many families and has the potential to be a revenue generator for schools. However, a lack of efficiency can result in a school merely breaking even or losing money on afterschool programs. Discuss the administrative challenges of implementing afterschool activities. Examine case studies and explore technology tools that can be used to create more time efficient and profitable afterschool programs.

Akash Bansal, CEO, Kinderlime
John Potter, Sales Director, Kinderlime

Responding to Claims of Sexual Misconduct

Table 30

Schools are increasingly required to investigate current and past claims of sexual misconduct, but determining exactly what steps are required when responding to allegations can be difficult. Learn the procedures that school administrators should follow when addressing these types of claims. Review legal obligations, best practices and unavoidable risks. Address the evolving expectations that stem from federal Title IX guidelines.

Michael Blacher, Partner, Liebert Cassidy Whitmore

Self-Insured Benefits: A Budget Victory

Table 31

Learn whether self-insuring medical and dental benefits are right for your school. Examine such key elements as ACA fees, benefits advisers, third-party administrators, electronic enrollment and re-insurance. Hear from administrators of one school that has been self-insured for three years and find out how they sold this option to their board. Estimate the cost of implementing a self-insured benefits plan at your school.

Carolyne Lehr, Director, Financial Services, The Barstow School

Service-Management Frameworks for IT Made Easy

Table 32

MOF, ITIL, FitSM, ITSM: Do you know what these acronyms mean? Find out how service-management frameworks, practices, standards and processes can help your IT team provide better and more consistent services to your school. Explore the different frameworks and how they can provide metrics to support more efficient and happier IT teams. Consider how to implement an effective service-management framework in your IT department.

Christopher Butler, Assistant Head of School for Information Services, St. John’s Preparatory School

Social Media: Blessing and a Curse

Table 33

Social media has become a fixture in the classroom. Students and teachers are using social media to “meet” people around the world, and schools are using it to market to constituents and connect with generations of alumni. Examine the risks and potential liabilities that often are overlooked in the excitement of implementing a new social media marketing plan or educational program.

Candice Pinares-Baez, Attorney, Fisher Phillips

Sorting Through HVAC Jargon to Develop a Strategy

Table 34

Business officers are constantly challenged with calls about room and building temperatures. To successfully manage the balance between comfort and environment/financial sustainability, officials must develop a detailed HVAC strategy. Discover a template for creating a strategy based on data collection, continuing measurement and verification and the relation to the Internet of Things. Discuss retro-commissioning pump curves, CO2 sensors, variable frequency drives, procurement-reverse online auctions, programmable logic controller and the sustainability-greenhouse gas footprint.

Carlee Dietterick, Assistant Director of Facilities, Holton-Arms School
Larry Eighmy, Managing Principal, The Stone House Group
Tracey Fudge, Director of Finance and Operations, Holton-Arms School

Tax Complexities within Educational Institutions

Table 35

The compliance requirements on tax-exempt organizations are enormous and the complexities facing educational institutions can be daunting. When addressing these tax considerations, keep in mind that there are many facts and falsehoods embedded in common knowledge and practices. Hear both the technical and practical approaches to tax compliance in areas such as gift acknowledgements, corporate sponsorships, unrelated business income and alternative investments.

Karen Gries, Principal - Tax, CliftonLarsonAllen LLP

The ABC’s of the Enrollment Agreement

Table 36

Gain insight on how to structure your institution’s enrollment agreement to suit your community and protect your school. Review the challenges of rolling out new contracts and provisions, as well as the risks of failing to undertake certain enrollment- agreement measures. Discuss best practices for posting the agreement online.

Megan Mann, Attorney, Venable LLP

The Affordable Care Act in a Nutshell

Table 37

Take the Affordable Care Act down to its basics. Forget the confusing hours spent diving into this painfully complex law. Get to the bottom-line and need-to-know basics of complying with the employer mandate and reporting requirements to avoid IRS penalties. Discuss and leave with a checklist.

Heather DeBlanc, Partner, Liebert Cassidy Whitmore

The High-Level Facilities Audit

Table 38

Discover a delivery model that includes a software solution and starter set of data to begin managing capital reinvestment. Learn the basics of what a facility audit entails and what to expect in the final report. Hear about a software solution that helps schools manage deferred maintenance.

William Dillard, Marketing Leader, Building Solutions

Update on Transgender Rights and School Facilities

Table 39

Laws on bathroom and locker room access for transgender students is evolving and will change even further following the resolution of certain pending litigation and the fall elections. Discuss the latest rules on transgender access to facilities and examine administration policy and guidance. Review case law decisions.

James Fagan, Managing Member, The Fagan Law Firm LLC

Ways to Protect Your 403(b) Plan While Making it More Successful

Table 40

Whether dealing with a DOL audit or having to comply with the recent DOL Fiduciary Rule, discover easy ways to make sure your school’s 403(b) plan is compliant within the ever-changing ERISA regulatory environment. From investment line-ups to bench-marking to participant education campaigns, discuss what is making a 403(b) successful in 2016 and beyond.

Rob Kotler
Charles Merrick, Retirement Consultant, RCM&D

What, Me Worry? The NLRB’s Reach into Independent Schools

Table 41

The National Labor Relations Board regulates labor relations for private employers, including independent schools. In recent years, the board has taken a more active stance when it comes to protecting employee rights. Get an overview of recent developments, including social media policies, class-action arbitration agreements, jurisdiction over religious schools and limits on employee discipline. Find out how to determine whether a school is a joint employer.

Donna Williamson, Partner, Liebert Cassidy Whitmore

When Employees Can’t Work: Managing FMLA Leave and ADA Accommodations

Table 42

Federal and state laws provide significant protection for employees who are unable to work or who need job modifications for medical reasons. These laws are complicated and can be challenging to apply in the real world. Explore best practices for dealing with difficult leave and accommodation issues such as the overlap of FMLA and state leaves and the challenge of administering intermittent and long-term leaves, as well as providing reasonable accommodations under the ADA. Learn how to manage the interactive process. Discuss strategies to deal with employees returning from leave with work restrictions and to handle performance problems when an employee has a medical condition.

Suzanne King, Partner, Pierce Atwood

When IT Heads Out the Door: Outsourcing 101

Table 43

Outsourcing IT can sound like an attractive option for school administrators staring at a sizable technology budget. But is outsourcing the right choice in every case? Examine the ins and outs of externalizing IT. Assess whether and when to outsource, review success and disaster stories, evaluate different models for various types of schools and understand how to establish a relationship with an IT-managed service provider.

Gabriel Lucas, Co-Founder and Board Member, Association of Technology Leaders in Independent Schools


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: