Business Partner Showcase

Sessions by Track

Business Partner Showcase

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

  • Check Your Equipment: Refreshing Employee Screening and Selection Policies and Procedures

    Business Partner Showcase
    Tuesday, 2:30 pm - 3:30 pm

    Before hitting the water, you make sure you've covered routine safety practices; but are you reviewing your processes for onboarding team members? From application forms and interviews to background checks and drug testing, trends are changing. Regular checks of these pre-hire tools are vital for ensuring your school recruits the best candidates while avoiding costly risks related to red flags or illegal policies. Get tips to help your hiring managers and others who play a role in selecting your team leverage all the information available to them to make the best hiring decisions possible.

    Aaron Lundberg, President and CEO, Praesidium
    Ory Tucker, Director of Background Screening Services, Praesidium

  • How Schools Get Into Trouble

    Business Partner Showcase
    Tuesday, 2:30 pm - 3:30 pm

    Educating students, albeit rewarding, is no easy task. And managing the risks inherent to that endeavor can feel overwhelming unless you have a risk assessment and management process in place. One method of identifying risk is to review the past; history is often a good predictor of the future. Using claims and incident data from more than 1,000 schools, review the areas that have historically "gotten schools into trouble." Look into the future and to current trends to identify newer areas of exposure. And uncover proven ways to prevent (or help mitigate) these events from occurring.

    Martin Kelly, President, ISM

  • Planning Your Information Security Program

    Business Partner Showcase
    Tuesday, 2:30 pm - 3:30 pm

    The business office is accountable for potentially confidential and sensitive information about students, parents, faculty and staff. How do you structure your policies and procedures within and outside of the business office to become and remain compliant with PCI DSS, GLBA, FERPA, HIPAA, and now the GDPR? This session provides the kick-start needed to design an information security program tailored for your school.

    Ron King, President, Campus Guard - A FACTS/Nelnet Company

  • The Keys to Lowering Delinquency at Your School

    Business Partner Showcase
    Tuesday, 2:30 pm - 3:30 pm

    Learn how to have a smoother sail by lowering student account delinquency by employing key steps and tools. This session led by Smart Tuition will share tricks of the trade, including advanced enrollment timing, what flexibility to offer families, how to manage billpayers based on their needs and how to make related decisions based on metrics. Presenters will also share the school policies to have in place as well as the payment options families want.

    Beth Riccardi, Service Delivery Manager, Blackbaud

  • Trends in Endowment Management

    Business Partner Showcase
    Tuesday, 2:30 pm - 3:30 pm

    Examine key trends that have emerged from a decade of data related to the NBOA/Commonfund Independent Schools Report (Benchmarks Study). Discover how these trends can be used to inform key policy-level decisions related to asset allocation, spending and other key considerations in driving the long-term success of an endowment investment program for independent schools.

    Keith Luke, President, Commonfund Securities, Inc.
    Steven Snyder, Managing Director and Head of Relationship Management, Commonfund

  • Vendors: Pros and Cons of Risk Transfer

    Business Partner Showcase
    Tuesday, 2:30 pm - 3:30 pm

    Knowing what type of insurance to ask for, and then getting your business partners to provide it, can be a challenge. Vendors, sports, field trips, information technology, food services, contractors, consultants, summer camps, counseling and medical practitioners all represent potential liability to your institutions. Understanding how to best protect your school from negligence in these operations is of paramount importance in safeguarding your assets and reputation. Avoiding potential liability by transferring risk via contractual means is a great way of lowering the risk of serious claims, but appropriate insurance coverage is another.

    Rusty Godfrey, Area Vice President, Gallagher
    Jeff Martin, Assistant Headmaster for Business and Auxiliary Operations, Norfolk Academy