Business Operations

Sessions by Track

Business Operations

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

  • Creative Ways to Control Operating Expenses

    Business Operations
    Monday, 10:30 am - 11:45 am

    In the financial planning process, there is a common refrain, "We either need to increase revenues or decrease expenses." Take an in-depth look at how schools are creatively reducing operating expenses while protecting service excellence/competitive strength.

    Pete Upham, Executive Director, TABS

  • From Financial Aid to Flexible Tuition: Changing the Conversation

    Business Operations
    Monday, 10:30 am - 11:45 am

    Learn how Indian Creek School stabilized enrollment and enhanced its value proposition by switching from financial aid to flexible tuition. Learn what data is necessary to make an informed decision on whether to evolve your tuition program and how we as an industry might evolve our tuition practices to better fit school business operations with today's parental expectations.

    Linda Dennison, Associate Head for Finance and Operations, Indian Creek School

  • In-house or Outhouse: A Framework for Outsourcing Decisions

    Business Operations
    Monday, 10:30 am - 11:45 am

    CFO and business office responsibilities are exploding with never-ending demands of regulation and expectations. Understanding the optimal size of internal staff and their capacity, both in terms of time and ability, makes managing the decision to outsource expertly a key success factor in school leadership. Identify and explore issues of security, core competency and expert knowledge acquisition. Four major guiding principles for decision making are provided, with a case study for each.

    Henry Jordan, Executive Director, Sprinkle Caldwell

  • Sailing the Data Seas: Getting the Most Out of BIIS

    Business Operations
    Monday, 1:30 pm - 2:45 pm

    Business Intelligence for Independent Schools (BIIS) is a valuable tool. Developed by business officers for business officers, this tool places an emphasis on clean data collection and scrubbing, A major upgrade in 2018 improved data collection and included new functionality that brings the Composite Financial Index (CFI) and the NBOA Financial Dashboard into the platform. This session demonstrates the new BIIS functionality and shows you how to get the most out of the platform.

    Harry Bloom, Senior Vice President, Client Success, Measuring Success
    Mark Cross, CEO, Measuring Success
    Mary Kay Markunas, Director, Research and Member Resources, National Business Officers Association

  • Policy and Prose: New Trends in Employee and Family Handbooks

    Business Operations
    Monday, 1:30 pm - 2:45 pm

    Employee and student/family handbooks are critical documents in establishing expectations, and all too often go overlooked. This session focuses on commonly accepted policies and language that must be revisited to best avoid liability. Topics covered include policies related to accommodations, social media, confidentiality, leave and boundaries. Review case studies to highlight policies courts have struck down as invalid, inappropriate or overbroad. Get practical guidance for determining whether your own school's handbooks are current and robust.

    Megan Mann, Counsel, Venable LLP
    Lauren Stocks-Smith, Associate, Venable LLP

  • Show Me the Money: Campaign Planning and Relationship-Bank Financing

    Business Operations
    Monday, 3:15 pm - 4:30 pm

    The Potomac School made the strategic decision to embark on a capital campaign. After careful consideration, a campaign capital structure was determined, and an existing banking relationship was leveraged to address both project-specific goals and financial sustainability considerations. This session looks at:

    • Campaign and organizational objectives
    • Financial sustainability considerations
    • Cash flow planning
    • The banking relationship and financing options
    • Campaign capital structure (philanthropy/debt financing)
    • The use of financing (bridge cash receipts/permanent capital structure; tax-exempt/taxable)
    • Loan structuring
    • Underwriting from a bank's perspective
    • Managing existing loan agreements/financial covenants

    Dyana Conroy, Chief Financial Officer and Chief Operating Officer, The Potomac School
    Craig Small, Senior Vice President/Relationship Manager, PNC Bank

  • Technology Best Practices: An Introduction to the ATLIS Guidelines

    Business Operations
    Monday, 3:15 pm - 4:30 pm

    Recently, the Association of Technology Leaders in Independent Schools (ATLIS) formed a national task force to create much-needed written best practice guidelines for technology management. The group wrote and published a free self-study guide that can be used for accreditation or an internal audit. Learn about strategies for making the most of the guide. Discuss case studies and examples to ensure your technology department is implementing best practices.

    Amy Grunat, Director of Technology, Drew School
    Sarah Hanawald, Executive Director, ATLIS
    Dawn Jenkins Klus, Director of Accreditation, ISACS

  • Changing Financial Aid Focus from Student Headcount to Net Tuition Revenue

    Business Operations
    Tuesday, 8:45 am - 10:00 am

    As financial aid is becoming a larger portion of school budgets and thus, a larger component of student recruitment and retention, schools need to change their budget focus and goal setting from student headcount to net tuition revenue (NTR). Review templates that allow a school to annually monitor and track their NTR metrics. Identify other important financial aid metrics that schools should be monitoring year after year. Get recommendations for identifying and mitigating negative trends.

    Palmer Ball, President, Palmer Ball Consulting, LLC

  • Leveling the Playing Field: The Real Cost of Independent Schools

    Business Operations
    Tuesday, 8:45 am - 10:00 am

    For their children to participate fully in school, families typically must contribute financially beyond tuition. Using a case study approach, learn how schools develop clear and manageable policies to support financial aid families with additional costs as they seek to build truly inclusive environments.

    Brandie Melendez, Director of Community and Inclusion, The Berkeley Carroll School
    Arunie Vitalo, Chief Financial Officer, The Berkeley Carroll School
    Robert Vitalo, Head of School, The Berkeley Carroll School

  • Navigating Changing Currents: A Technology Management Framework Designed for CFOs

    Business Operations
    Tuesday, 8:45 am - 10:00 am

    School technology departments are changing from being managed by the business office to partnering with the business office. This session presents a technology management framework that has successfully been put into practice by dozens of schools across the country. This framework helps business officers initiate a 360-degree assessment of their technology program and build a stronger voice in times of transition.

    Ted Forbath, Chief Financial Officer, Breck School
    Gabriel Lucas, Co-Founder, Association of Technology Leaders in Independent Schools
    Leslie Lucas, Chief Operating Officer, The Athenian School

  • Special Interest Group: Boarding Schools

    Business Operations
    Tuesday, 10:30 am - 11:45 am

    This session offers a space for open discussion about the issues and concerns facing boarding schools.

    Alex Heiberger, Chief Financial Officer, The Madiera School
    Sandi Pierce, Assistant Head, Finance and Operations, Cate School

  • Surfing Smart Data: Using Psycho-Demographics to Target Market

    Business Operations
    Tuesday, 10:30 am - 11:45 am

    In today's fast-paced and innovative world, millennial parents are eager to find schools that match their needs to educate their children. Learn how Collegiate School and Ravenscroft School have begun surfing the wave of change in data analysis using psycho-demographics to better inform their strategies around targeting markets with enrollment-qualified families. Discuss the use of Google Maps, ESRI data overlays and Experian marketing data.

    Jason Ramsden, Chief Information Officer, Ravenscroft School
    J.P. Watson, Assistant Head of School, Collegiate School

  • The Ripple Effect: Increase Auxiliary Revenue/Community Reach

    Business Operations
    Wednesday, 8:45 am - 10:00 am

    Partnerships are a fantastic way to leverage resources, enhance program offerings, reach out to members of your community and even tackle important social issues. Join us in riding the waves of change as we present current partnerships with local schools, universities, businesses and nonprofits. Identify the goals and outcomes along with challenges faced. Learn how to evaluate potential partnerships, identify organizations to work with and understand different structures for these partnerships, including agreements, pricing and establishing roles.

    Karen McCann McClelland, Director of Auxiliary Programs, Sidwell Friends School
    Bill Rouse, Founding Member, AUXS and independent school trustee
    Nat Saltonstall, Director of Summer Programs, Beaver Country Day School

  • Accommodating Students and Applicants with Disabilities

    Business Operations
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    Review a basic framework for interacting with students and applicants who may be disabled. Get an overview of The Americans with Disabilities Act, its application to independent schools, reasonable accommodations requirements of the ADA, and best practices for schools to ensure compliance with the ADA.

    Sarah Fay, Attorney, Education Group Practice, Schwartz Hannum PC

  • Auxiliary Programs as an Alternate Revenue Stream

    Business Operations
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    Auxiliary programs have the potential to affect revenue, admissions and community relationships. Analyze methods, systems and programs that have resulted in alternate revenue for the annual budget. Find out how focusing on these outreach services can be a win-win for your school.

    Melissa Curtis, Director of Auxiliary Programs, The Hockaday School

  • Digital Accessibility 101 for Independent Schools

    Business Operations
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    Website accessibility — we all know it's important, but what does it really mean? Finalsite teams up with AudioEye's certified accessibility specialist to share why schools need to shift their main priority to making their website compliant and accessible to all.

    Robert DiMartino, Director of Business, Finalsite

  • Drafting and Enforcing Enrollment Agreements: Tips and Traps

    Business Operations
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    When did your school most recently review its enrollment agreement? Does the enrollment agreement address parental comportment and other hot topics? Explore the key elements for creating a legally enforceable enrollment agreement, address common traps to avoid when drafting and enforcing enrollment agreements, and identify internal policies for enforcement of enrollment agreements.

    Brian Garrett, Attorney, Labor and Employment and Education Practice Group, Schwartz Hannum PC

  • Education Technology Trends at Private Schools

    Business Operations
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    K-12 schools in the United States face a rapidly changing technology environment for managing tuition, online giving, auxiliary programs and other school services. To better understand these trends, we have gathered information from schools across the United States to find out how schools are using new technology, how it is affecting schools, and what they are looking to improve.

    Pat McGlynn, Senior Vice President of Sales and Strategy, Community Brands

  • Finding the Right CTO: 10 Tips Every CFO Should Know

    Business Operations
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    Finding the right chief technology officer (CTO) is one of the hardest hires an admin team will face. The job requires technical acumen and fluency that few people have and a change management leadership style that can effectively partner with senior administrators on complex and often expensive technology-based projects. The CFO is in a unique position to shape and influence the hiring process. Walk away from this session with 10 critical tips for better CTO hiring, including crafting job descriptions, screening candidates, designing performance tasks, vetting finalists and negotiating salaries.

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

  • Give It a Shot: Tackling Immunization Policy and Exemption Requests

    Business Operations
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    With each state having its own laws, each school having its own policies (or lack thereof), and each parent having his or her own philosophy, compliance with immunization laws can be a beastly task. Further, liability related to immunization exemption requests can land a school in court. Review the basic components of most immunization laws, hear recommendations for a solid immunization policy, and gain tips and strategies for minimizing liability in the face of requests.

    Megan Mann, Counsel, Venable LLP

  • Outsourcing Technology at Schools: Does It Work?

    Business Operations
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    Are you ready to outsource your network or technology infrastructure? Can IT be streamlined? Do you need a more sustainable technology team? Gain an overview of all software systems and hardware required to run an independent school, get rough and scalable estimates for the cost associated for each component, and learn the benefits and pitfalls of outsourcing.

    Steve Netniss, Director of Technology and Educational Technology Department Chair, K-12, Bentley School

  • Riding the Waves of Technology for HR and the Business Office

    Business Operations
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    How do you keep your head above water and stay ahead of the wave of change? Hear how the business operations and human resources teams at Georgetown Day School made the decision to implement new technologies to manage employees, finances and student safety. Gain insights on important considerations when contemplating going green and/or introducing technology within your own school community.

    Ayoka Jack, Human Resources Manager, Georgetown Day School
    Crystal Lemon, Controller, Georgetown Day School

  • Smooth Sailing: How to Negotiate Vendor Contracts

    Business Operations
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    Business managers are often responsible for negotiating and signing off on contracts with vendors. In many cases these contracts are for large projects and the terms can have significant implications. At the same time, many vendors present schools with standard contracts and insist on those terms. Learn how to negotiate these terms and find out which terms are worth negotiating. If there is limited ability to change the terms, where is the school best using its leverage, and how can it maximize the likelihood of obtaining the desired concessions?

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

  • Southern Hospitality Meets Virtual Reality

    Business Operations
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    Extended, virtual, augmented, mixed reality: How a school in the deep South with traditional values used virtual reality to re-engage students in the learning process. A number of other schools are moving toward creating "extended reality" integration. Hear how one community repurposed space and provided teachers with training and tools to enhance learning.

    Alyssa Finneyfrock, Director of Student Life, Jackson Preparatory School
    Adam Mangana, Chief Diversity Officer, Jackson Preparatory School