Goldmines

Goldmine learning sessions are available on-demand throughout the program.

  • Achieving 403(b) Plan Compliance While Reducing Costs and Administrative Tasks

    Business Operations
    15-min Goldmine

    How does a school achieve full 403(b) compliance and deliver a critical benefit without adding to cost or management time requirements, and without having to abandon the investment funds familiar to faculty and staff? Learn more about a solution that can improve the process, reduce school and employee costs, and mitigate risk to the school and the plan fiduciaries - all delivered through a dedicated, multi-disciplined service team for all plan needs, including account management, third-party investment advisory services and ERISA legal support.

    Tyler Hindermann, Vice President, USI Consulting Group

  • Admission Metrics You Should Watch in 2021

    Business Operations
    15-min Goldmine

    Looking for a key indicator beyond enrollment numbers and yield to track the effectiveness of your admissions office? In this session, we’ll cover the top metrics you should keep your eye on to better understand how your school is performing in the areas of admissions and enrollment. We’ll explain how they’re calculated, why they’re important, and how they can best be improved.

    Nate Little, CEO & Founder, SchoolAdmin
    Elyn Roberts, Vice President of Strategy and Innovation, SchoolAdmin

  • Being a Leader Without Being an Expert

    Executive Leadership
    15-min Goldmine

    Leaders are often expected to not only provide expertise in their field but also have all the answers when challenges arise. In order for an institution to thrive in a post-pandemic world, its leaders must embrace leadership skills that emphasize collective responsibility and ownership to identify pressing issues. This shift away from ego and “being in charge” can empower school leaders to embrace ambiguity, acknowledge when they don’t know what to do and practice navigating problems with their teams.

    Howard Teibel, President, Teibel Education Consulting

  • Best Practices in the Stewardship of Donor Assets

    Accounting, Finance and Tax
    15-min Goldmine

    Today's donors want to know that their gifts will be managed under the highest standards of prudence and care to achieve desired outcomes at reasonable costs. Important practices such as: independent custody and safekeeping of assets, asset allocation, updating spending policies, UPMIFA, understanding hidden fees, benchmarking and avoiding conflicts of interest will be discussed. The session benefits staff and decision-makers who interact with either donors or asset managers, or those who are involved in the practice of accounting for these assets.

    Carol Barbour, MBA, Director, PFM
    Bikram Chadha, Director, PFM

  • Building Sustainability Programs that Innovate and Educate

    Business Operations
    15-min Goldmine

    Hunger and climate change are global crises that continue to persist in our communities and across the globe. In the pursuit of a better tomorrow, we must seek ways to not only reduce waste and consciously source food, but to educate our students and instill in them behavior that they will enact throughout their lives. Learn about integrating sustainable technologies to improve processes and measure impact, as well as impart the knowledge students need to become responsible citizens.

    Jude Medeiros, Program Director, WasteWatch by LeanPath, Sodexo
    Brad McNamara, President & Co-Founder, Freight Farms
    Heather Vaillette, District Manager, Sodexo

  • Conducting Proper Workplace Investigations in the Era of Viral News

    Human Resources
    15-min Goldmine

    The session will discuss the proper way to conduct an investigation while being fair to both sides using hypothetical cases that are derived from real-life situations. The topic will also cover how to manage media inquiries and parental concerns while an investigation is taking place.

    Howard M. Miller, Member, Co-Chair School Law Practice Group, Bond, Schoeneck & King

  • Desperately Seeking Savings: Reducing Retirement Plan Costs

    Human Resources
    15-min Goldmine

    Using client case studies and recent research, and drawing upon the presenter's experience as an expert witness in fiduciary investment responsibilities cases, this presentation will explore the role of fees and their impact on plans. Leave the session with a list of concrete tools to evaluate and reduce retirement plan fees.

    Wendy Dominguez, President, Co-Founder, Innovest Portfolio Solutions LLC

  • Drafting Enrollment And Employee Agreements In The Time Of Coronavirus

    Business Operations
    15-min Goldmine

    The COVID-19 pandemic forced many school leaders to question whether the foundational employee and enrollment agreements provided the school the protections it needed. Did you have flexibility to pivot to remote learning? Was your school’s financial security compromised based on what was - or wasn’t - included in these agreements? Such documents require language that provides schools with flexibility and discretion while still being legally enforceable, regardless of the emergencies you may face. Experienced education attorneys will reflect on the lessons learned from the coronavirus pandemic and offer suggestions for how your school can update its enrollment and employment agreements for the next unknown.

    Sarah H. Fay, JD, Of Counsel, Schwartz Hannum PC
    Brian B. Garrett, JD, Partner, Schwartz Hannum PC

  • Efficient and Cost-Effective HR: Outsourcing with a PEO

    Human Resources
    15-min Goldmine

    When administrative leaders are asked about the toughest parts of their jobs, recruiting, retaining talent, HR risk mitigation, and the administrative burden always top the list. Learn how thousands of schools nationwide are leveraging professional employer organizations (PEO’s) to help them operate more efficiently and control HR costs.

    Jim Lynch, Director of Education, TriNet

  • Financial Planning Tools for School Leaders

    Business Operations
    15-min Goldmine

    Accreditation and strategic planning are important processes that require schools to focus on their school's long-term future and financial equilibrium. This session will review tools you can implement in your school, including cost-effectiveness by division, net tuition revenue by grade, a 14-year financial aid model, NBOA’s Long Range Financial Model, and more. Identify questions leaders should ask in relation to your school's financial health, recent history, and its future projections. Participants will receive tools to assist in obtaining the necessary data to make informed decisions, analyze and project the future impact of decisions on their school's finances.

    Palmer D. Ball, MBA, President, Palmer Ball Consulting, LLC

  • Healthy Investment Dialogue in Times of Uncertainty

    Accounting, Finance and Tax
    15-min Goldmine

    Periods of high market volatility and uncertainty, like those of the COVID-19 pandemic, often provoke anxiety and emotional decision-making. It is undeniably difficult to manage unique, short-term demands while trying to plan for future needs and challenges. We will share best practices to help manage this challenge with confidence and communicate with fiduciaries of a school's endowment such as board members, and finance and investment committee members.

    Devinne Kelly, Senior Associate, FEG Investment Advisors

  • International Student Programs: Can We Afford Them Any Longer?

    Risk Management
    15-min Goldmine

    Offering international students a robust educational program in the midst of a global pandemic required an extreme number of adjustments and pivots in 2020. Most schools rose to the occasion and responded in a student-centric manner. But going forward, will a robust international student program still be viable? How much institutional bandwidth and how many resources are required to prepare and respond to international students returning to our country and our campuses? And how will you determine risk versus reward for your school?

    Jacqui Yamada, Consultant, International Advisory, Independent School Management

  • Is Your School Hitting It Out of the Financial Ballpark?

    Accounting, Finance and Tax
    15-min Goldmine

    Financial data is everywhere, and survey fatigue is real. With so much data available to you and your team, how are you prioritizing what matters most to the long-term financial stability of your school? Drawing from an analysis of 200 schools that identifies metrics for operating efficiencies, strategic initiates and long-term stability, this session will share the minimum level of performance for each of our identified metrics and discuss how schools can become best in class in each category.

    Josh Nevarez, CPA, Partner, Armanino LLP

  • Lessons From 2020's Summer Slam: Adapting Facilities for Health & Safety

    Facilities
    15-min Goldmine

    In Summer 2020, independent schools nationwide found themselves facing uncertainty about how to prepare their campuses for a safe and productive fall. While CDC guidelines and rule-of-thumb mathematical approaches were developed quickly, the discussions failed to focus on the art of how to reconfigure learning environments to accommodate physical distancing while still maintaining pedagogical best practices. The presenters will discuss what was left out, how we can do better, and how the physical environment of schools may be changed permanently.

    Jessica Douglass, MS, Teaching and Learning Specialist, Tower Hill School
    Robert Douglass, Senior Associate, Voith & Mactavish Architects

  • Lessons Learned from the Coronavirus Pandemic Response

    Risk Management
    15-min Goldmine

    In 2020, many schools quickly took the unprecedented step of moving their entire operations to a remote platform. An analysis of independent school responses to the coronavirus pandemic provides lessons for administrators. This session will provide new crisis management and business continuity recommendations that come from the industry's pandemic response.

    Melanie Bennett, J.D., ARM-E, Risk Management Counsel, United Educators Insurance

  • Love 'Em or They'll Leave You: Creating Winning Retention Teams

    Executive Leadership
    15-min Goldmine

    There’s an old adage that says it costs five times more to attract a new customer than it does to retain an old one. The same applies to our students: Keeping them (and their families) happy and connected to your school isn’t an easy task, but it can be done with the right team. In this session, we’ll discuss how to create a specialized, school-wide task force to tackle retention year after year.

    Scott Delleville, MSML, Account Director, SchoolAdmin

  • Managing Energy During Shutdowns

    Business Operations
    15-min Goldmine

    In wake of the COVID-19 crisis, educational institutions quickly shifted to virtual learning as they planned for a safe return to the Clifton Larsen Allenssroom. But for operations professionals and facility managers, “the show must go on” even when students aren’t occupying our buildings. There is still critical work that needs to be completed while you are away from your school buildings. Join us for tips on how to best manage energy while your campus is empty, whether it’s due to a global pandemic, summer break or natural disaster.

    Brandon Jordan, Sales Manager, Dude Solutions

  • Privacy, HIPAA, Unauthorized Disclosures: Who Cares?

    Human Resources
    15-min Goldmine

    Privacy has taken on a large role in today's environment. Employees, parents and students have an expectation of privacy across numerous issues, including student grades, discipline records, medical records, families' financial status and more. While the COVID-19 crisis highlighted the issue of student health data protection, schools must not lose sight of other privacy concerns that can result in Clifton Larsen Allenims against the school or individual employees. Learn the many ways disclosures occur - accidental or otherwise - as well as how to best protect the school, train the community and monitor areas of concern.

    Suzanne K. Bogdan, JD, Chair, Education Practice Group, Fisher Phillips LLP
    Ria Maxwell, Dean of Faculty/Director of Human Resources, Miami Country Day School

  • Protecting Your School Against Cyber Hackers

    Information Technology
    15-min Goldmine

    As hackers target schools to defraud and steal information, it is becoming increasingly important to understand the signs and proactively work to keep your school’s network safe and secure. A First Republic cybersecurity expert will discuss the latest threats and scams so schools can stay ahead of hackers to protect their assets. Topics will include why CFO’s are a target, what a lookalike domain is, explanation of the dark web, ransomware and how to protect yourself against it, the evolution of fraud and safe and best online practices.

    Christopher Wing, Client Cybersecurity Representative, First Republic Bank

  • Real and Potential Impact of Tax Credit & Voucher Programs

    Business Operations
    15-min Goldmine

    Thirty-two states currently have some form of voucher, tax credit, or scholarship granting organizations to support tuition at private schools. This session will examine the status and trends of these programs, the legal support and challenges, and how schools and families can benefit.

    Chris Hagerty, President, Cathedral Prep, Villa Maria Academy and Mother Teresa Academy
    Matt Richardson, Director of Tax Credit & SGO Programs, FACTS

  • School Contract Yoga: Drafting Contracts to be Strong and Flexible

    Risk Management
    15-min Goldmine

    Contracts abound in independent school enrollment contracts, employee contracts, vendor contracts - and for good reasons. By having different parties bound to the school, schools are better able to budget, plan and forecast their needs. All too often, however, the desire for certainty and security has unintended effects, leaving schools bound to individuals and entities with whom they need to break ties in crisis to ensure the stability of the institution as a whole. In this session, we will review considerations and strategies in drafting contracts to ensure schools are better able to balance the competing needs of certainty and flexibility.

    Janice P. Gregerson, Esq, Attorney, Venable LLP
    Ashley Sykes, Associate, Venable LLP

  • Structuring Meaningful Educational Partnerships

    Business Operations
    15-min Goldmine

    There is synergy that can be found in an independent school-university partnership that provides local university students with real life experience and helps your school gain access to valuable services. Participants will learn how the Walnut Hill School for the Arts partnered with both Northeastern University and Boston Architectural College to achieve valuable insight into university facility management practices and apply adjustments to the school's schedule and facilities to vastly improve usage patterns.

    Jane Segale, MBA, CFO, Walnut Hill School for the Arts

  • Tech Questions You Need to Ask to Make Better Decisions

    Information Technology
    15-min Goldmine

    In a post-pandemic world, schools need to make sure they are asking the right technology-specific questions to get the information you need and make well-informed decisions. This session will discuss the status of today's technology in independent schools and provide a list of the critical questions business officers should be asking their school's technology leaders to ensure the safety of your community.

    Christina Lewellen, Executive Director, Association of Technology Leaders in Independent Schools

  • Technology Trends in Finance: Automating Your Operations

    Accounting, Finance and Tax
    15-min Goldmine

    Understand the advantages of cloud systems, visualize how to manage people working remotely effectively, and gain real-time insight into your school's financial operation with dashboards and financial forecasting.

    Ben Aase, Principal, Clifton Larsen Allen
    Heidi Grinde, CPA, Principal, Clifton Larsen Allen

  • The Impact of Remote Work on Security and Compliance Practices

    Business Operations
    15-min Goldmine

    The rapid shift to remote work during the pandemic reinforced the need for solid business practices when handling parent and school financial data. Amid unprecedented circumstances, many schools struggled with maintaining their data security practices in the first months of the pandemic in order to "make do." This session will explain how to learn from the pandemic to ensure secure treatment of sensitive financial data.

    Angela Nielson, AAP, Executive Manager of Product Strategy, FACTS

  • Transforming Leaders Into Spokespersons: Communications Techniques for a New Landscape

    Executive Leadership
    15-min Goldmine

    Opportunities to shore up goodwill among your school’s families are fleeting, and spokesperson techniques maximize the effectiveness of these micro-exchanges. Becoming a spokesperson means knowing how to navigate today’s social media-driven, emotionally rich, and outrage-driven communications landscape. Spokespersons must be intentional. They must have a goal. They must prepare. And, in a world of shrinking attention spans, they must redefine the concept of “answering” questions.

    Christopher J. Lukach, APR, President, AKCG - Public Relations Counselors

  • Virtual Hiring: Are Our Students Still Safe?

    Human Resources
    15-min Goldmine

    This session will explore best practices for the most effective interviewing and reference checking processes, and provide recommendations and guidance on how to augment your school’s HR strategies. Topics include what to look out for during the interview, how to pay attention to the “unsaid" and go beyond the background check. The presenters will also discuss how to use the resume to drive your interview and ask specific questions to ensure candidates have the best intentions with students.

    Nicole Mann, Co-Founder, SOS Threesixty
    Sara S. Skinner, SPHR, SHRM, SCP, Director of Human Resources, Lakeside School