Human Resources

Sessions by Track

Human Resources

For a personalized experience, attendees may elect to attend sessions in any track. Tracks do not include general sessions or deep dives.

  • Culture Meets Compliance

    Human Resources
    Monday, 10:30 am - 11:45 am

    Hear from the authors of NBOA's recently released, hands-on human resources guide, Culture Meets Compliance. This session will provide an overview of the key areas of human resources (HR) compliance including employee classifications, leave and accommodations, performance management, employee handbooks, I-9 compliance and more. Learn how to use this book and accompanying worksheets to review and assess your current HR practices and bring them into alignment with federal requirements and standards of best practice.

    Heather Broadwater, Partner, Potomac Law Group, PLLC
    Grace Lee, Vice President, Legal Affairs, National Business Officers Association

  • Diversity, Equity and Inclusion Practices in Hiring

    Human Resources
    Monday, 10:30 am - 11:45 am

    Organizations seek a diverse workforce but struggle to find candidates. Candidates seek to work for welcoming organizations but struggle to be hired. We conducted a yearlong study asking candidates and hiring staff what has worked and what hasn't. What we found is that hiring is a five-part process:

    1. Widening and deepening the candidate pool
    2. Articulating values and mission
    3. Outreach and advertising
    4. Interviewing and recruiting
    5. Welcoming and retention

    Most organizations focus primarily on steps three and four, with some focus on step five. Learn how to implement all five steps to support your school's goals.

    Randolph Carter, Director, East Ed and Mid-West Ed
    Jen Cort, Founder, Jen Cort Educational Consulting

  • Fiduciary Training and Best Practices for Full Compliance

    Human Resources
    Monday, 1:30 pm - 2:45 pm

    Understanding fiduciary responsibilities: Plan sponsors must understand their roles and responsibilities under ERISA to obtain tax benefits of sponsoring a qualified retirement plan, to help employees prepare for retirement, and to limit liability associated with fiduciary status. This session is designed to educate plan sponsors, plan fiduciaries and committee members on the following topics: compliance framework for employee benefit plans, what and who is a fiduciary, basic fiduciary duties, fee disclosure, delegation of responsibilities, settlor versus fiduciary acts, limiting liability, prohibited transactions, correction programs, action steps and resources. Join the discussion and receive a fiduciary training certificate.

    Tyler Hindermannn, USI Consulting Group
    Chris Martin, USI Consulting Group
    Karen McDonough, USI Consulting Group

  • The Art and Science of Hiring "A" Players

    Human Resources
    Monday, 1:30 pm - 2:45 pm

    Morale, momentum, relationships and belief in school leadership all suffer when schools make poor hiring decisions. The Children's School is no different, and some early hiring mistakes in our head's tenure adversely impacted the community's faith in his ability to execute. We bounced back quickly using care and intention in hiring. We went outside the industry to learn from and apply best practices used in many Fortune 100 companies. This presentation details why and how we changed, and the benefits to our community of taking a more scientific and disciplined approach to hiring.

    Kathleen Cole, Director of Human Resources, The Children's School
    Nishant Mehta, Head of School, The Children's School

  • What to Keep Where: Personnel Records and Risk Management

    Human Resources
    Monday, 1:30 pm - 2:45 pm

    When it is time to part ways with an employee, investigate misconduct — or worse —defend a lawsuit, will you have and know where to find critical records (in print or electronic format)? Your school could face significant consequences if records are incomplete or missing. The business office is central to ensuring that document management systems are implemented and updated as technology evolves. Experienced attorneys guide you through safeguarding and managing records like faculty evaluations, documentation of performance discussions, records of complaints, and more, so that your school can address inquiries in a timely manner and defend itself when necessary.

    Susan Schorr, Of Counsel, McLane Middleton P.A.
    Charla Stevens, Director, McLane Middleton P.A.

  • Addressing Unconscious Bias in the Workplace

    Human Resources
    Monday, 3:15 pm - 4:30 pm

    Unconscious biases can happen at every stage of the employment life cycle. Discuss the various forms of unconscious biases and identify how individuals develop them. Explore the organizational risks that are associated when individual biases are present and not addressed in the workplace. Learn change management strategies that can help schools strengthen their culture and overcome these biases.

    Lorre Allen, Director of Human Resources, St. Mark's School of Texas

  • Cowabunga! Surf the Faculty Banding Wave with Us

    Human Resources
    Monday, 3:15 pm - 4:30 pm

    In surfer terms, we are amped! Hear from schools riding the new faculty compensation wave after moving from a traditional salary scale to a progression of accomplishments, or "bands," based on mission-appropriate and student-aligned contributions. Find out the top questions leading administrators asked when implementing a new faculty band system and learn how to respond when school leadership or faculty inquire. Leave the session feeling prepared to ride this wave successfully and roll-out a customized, well-communicated faculty compensation system. Akaw!

    Karen Illig, Consultant, IlligGroup
    David Lacey, Managing Director, Human Resources Services, Hirshorn Boothby

  • Little Ripples Make Big Waves: Onboarding with an Impact

    Human Resources
    Tuesday, 8:45 am - 10:00 am

    At The Children's School every new hire who joins our community, regardless of his or her position, goes through a customized two-year onboarding program. We have found this has helped build a stronger community, nurture our culture and create lasting relationships. In addition, we have discovered that this program allows us to move faster, go deeper and create alignment because there is intentionality and discipline in the process. Onboarding over two years creates a sense of belonging and purpose. By paying attention to the details, we have made big waves with our new employees.

    Kathleen Cole, Director of Human Resources, The Children's School
    Melissa Scott, Director of Research and Learning Design, The Children's School

  • Pay Equity: What Independent Schools Need to Know

    Human Resources
    Tuesday, 8:45 am - 10:00 am

    Many states have recently passed laws expanding protections to eradicate pay differentials based on gender and other protected characteristics. Complying with these laws can be challenging for independent schools. Experienced school counsel offer guidance on and lessons learned from complying with new pay equity laws, conducting related pay equity audits, and the laws' impact on independent schools.

    Matthew Batastini, Partner, Schwartz Hannum PC
    Sarah Fay, Attorney, Schwartz Hannum PC

  • Human Resources Special Interest Group

    Human Resources
    Tuesday, 10:30 am - 11:45 am

    Independent schools are not all the same, and human resources challenges and opportunities can vary wildly. This session is designed to provide an opportunity for individuals managing human resource functions to join roundtable discussions with other HR professionals from similar types of schools. Groups examine differences and commonalities of individual roles and school communities. The discussions allow for unscripted conversation, shared experiences and learning from each other's successes and failures. Explore how other schools handle many of the same challenges you face.

    Grace Lee, Vice President, Legal Affairs, National Business Officer Association
    Jessica McCullagh, Human Resources Manager, The Archer School for Girls
    Sara Skinner, Director of Human Resources, Lakeside School

  • Performance Management: Take the Surprise Out of Employee Terminations

    Human Resources
    Tuesday, 10:30 am - 11:45 am

    School officials often avoid effective performance management because they do not want to have those awkward discussions. This puts officials in a difficult position when messaging to their community, and legally, when they decide not to renew or to terminate a teacher or administrator. This session takes the mystery out of performance management and provides methods that enable those communications to be productive to both the school and the employee. Discuss both the practical and legal steps involved in reviewing employee performance and learn how to best handle those tricky situations.

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

  • Come Work for Us: Employment Contract or Offer Letter?

    Human Resources
    Wednesday, 8:45 am - 10:00 am

    Many schools offer annual contracts or offer letters to faculty, staff and administrators. Examine the differences between offer letters and employment contracts, the pros and cons of each, and the important clauses that should (and should not) be included in any school agreement regarding employment. Discuss common issues that arise with regard to offer letters/employment agreements (i.e., claims of breach of contract, difficulty in terminating an employee, revocation of agreements, etc.) and strategies for schools in proactively structuring their agreements to manage such risks.

    Mark Brossman, Partner, Schulte Roth & Zabel LLP
    Donna Lazarus, Special Counsel, Schulte Roth & Zabel LLP

  • Leave Laws: A Case Study Workshop

    Human Resources
    Wednesday, 8:45 am - 10:00 am

    The alphabet soup of leave laws can leave the most seasoned HR professional and legal counsel confused and intimidated. Join fellow HR colleagues in a hands-on workshop in which participants examine and resolve a variety of leave law situations. Explore how leave laws intersect, examine various solutions and learn the necessary steps to ensure compliance and fair treatment for all employees. The focus will be on federal leave laws; however, participants will be encouraged to team with colleagues from the same state in order to examine local and state leave laws.

    Diane Byrne, Assistant Director of Finance and Operations, Fay School
    Sarah Fay, Attorney, Schwartz Hannum PC
    Dawn Lewis, Head of Human Resources, The Episcopal School of Dallas
    Cindy Nichols, Human Resource Manager, Episcopal Academy

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

    Human Resources
    Wednesday, 10:30 am - 11:45 am
    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 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 one dedicated, multi-disciplined service team for all plan needs, including account management, third-party investment advisory services, ERISA legal support, and education specialists who counsel employees, along with the completion of signature-ready Form 5500s and annual audit packages.

    Tyler Hindermann, Vice President, USI Consulting Group
    Chris Martin, Senior Vice President and Defined Contribution Practice Leader, USI Consulting Group

  • Diversity-Driven Performance in the Business Office

    Human Resources
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    Cultural sensitivities remain a top priority to motivate and sustain workplace performance. Diversity is not a compliance issue. In this session we use history to illustrate different approaches to deliver performance in the business office. Working with the same team of five members, Waldorf School of the Peninsula increased productivity while reducing technology costs by 60 percent. Find out how we did it.

    David Wu, Director of Finance and Operations, Waldorf School of the Peninsula

  • Leading Your Employees to Financial Confidence

    Human Resources
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    Workplace wellness programs typically focus on alleviating stress in the mind and body, but did you know financial concerns are actually the number one cause of workplace stress? Hear from schools who have used SunTrust's financial educational curriculum, "The 8 Pillars of Financial Greatness," to mitigate that stressor for school employees. The program was designed to provide employees with the inspiration, education and tools to manage their money based on what's most important to them. The highly engaging curriculum uses gamification, videos, activities, infographics, articles and calculators.

    Robert Riggar, Not-for-Profit & Government Banking Group, SunTrust Bank
    Teresa Standard, Director of Finance, University School of Nashville

  • Mastering Difficult Employee Conversations

    Human Resources
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    Ever have difficult conversations with employees? Or maybe you avoid discussing a specific situation with an employee because you knew he or she didn't mean it? How about not addressing something with an employee because you aren't going to renew his or her contract at the end of the year? It's never easy, but with a few tips and best practices you can get through any difficult conversation smoothly. Review three to four peer school scenarios and a identify a list of best practices to take back to school.

    Hope DeRocha, Director of HR Consulting Services, Austin & Co., Inc.
    Stacey Lybrand, Senior Human Resource Consultant, Austin & Co., Inc.

  • The New Meaning of Financial Wellness for Your Faculty

    Human Resources
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    Student loan debt is a problem affecting more than 40 million professionals in the United States. Why does this matter to schools? Because educators are disproportionately burdened by student loans. The average graduate of a master's in education degree finishes with more than $50,000 in debt — $8,000 more than the debt of a typical MBA graduate. Explore how schools are uniquely impacted by this issue and look at opportunities to engage and empower your faculty through new benefits that promote financial wellness.

    Freda Gimpel, Chief Financial Officer, Town School
    Todd Rassiger, Acting President, Gradifi

  • The New Pay Equity Laws: What Schools Need to Know

    Human Resources
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    Gender pay disparities have become a hot issue. Many states (and even a few cities) have passed laws addressing pay equity. Examine how federal and state laws are addressing gender pay disparity, including equal work versus comparable work, the permissible factors for pay differences, and pay transparency requirements. This session addresses state laws that prohibit requests for salary history in the hiring process and state laws that encourage employers to conduct pay equity audits. Find out how independent schools can navigate this complicated and emerging area of law.

    Suzanne King, Attorney, Pierce Atwood LLP

  • Using Your Voice to Close the Gender Pay Gap

    Human Resources
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    It is a well-known fact that women, on average, earn less than men. One of the ways we can help to close the pay gap is by learning to negotiate for ourselves in the workplace. Women are more likely to accept the first salary offer and rarely negotiate their pay and benefits. Learn how to negotiate a salary offer, and how to ask for promotions and raises.

    Melissa Woodin, Controller, The Hotchkiss School