Concurrent Sessions D

Tuesday, 8:45 am - 10:00 am

  • Coaches, Tutors, and Yoga Instructors: Classification Issues in Schools

    Get a comprehensive review of the legal classifications for workers in independent schools. Accurate classifications can manage workplace expectations and avoid costly litigation. Assess common pit falls, particularly with identifying independent contractors, interns, volunteers and the like. Learn about recent guidance from courts and federal agencies and their impact on workplace relationships. Learn the best ways to implement necessary changes, while being mindful that faculty and staff can be sensitive to reclassification or changes to the status quo.

    Caryn Pass, Partner, Chair, Education Practice, Venable LLP
    Lauren Stocks-Smith, Associate, Venable LLP

  • Concise, Colorful Quarterlies: A Case Study in Board Financial Reporting

    One of the Board's primary responsibilities is ensuring the financial stability of its School. However, Board members bring varying levels of financial acumen and experience to the table and this can create challenges to the business officer helping support them in their efforts to exercise appropriate due diligence. Learn about one school's recent efforts in refining and adapting financial policy, reporting schedules, report and fund structures and, yes, even fonts and colors! This resulted in financial reports that Board members of all expertise levels have embraced.

    Jillian Lamothe, Assistant Head, Finance and Operations, St. John's-Ravenscourt School

  • Creating a Culture of Entrepreneurship with Your Board

    A strong, strategic and active board of trustees can elevate your school to its highest potential. An effective method to increase board engagement, efficiency and results is to develop focused committees tied to financial objectives, such as an entrepreneurial committee to diversify earned income or an endowment-management committee. Find out how to enable trustees to more easily and effectively serve your school by defining roles and responsibilities.

    Thom Greenlaw, Special Advisor, Buckingham Browne & Nichols School
    Todd Rassiger, Senior Managing Director, First Republic

  • Day-to-Day Tax Complexities: Are You Prepared?

    Address the various tax issues frequently encountered by independent school leaders. Discuss unrelated business income, compensation and fringe benefits, governance, state and local compliance, corporate sponsorships and advertising, fraud and more. Review internal and external perspectives while guiding the direction of the presentation.

    Karen Gries, Principal, CliftonLarsonAllen, LLP

  • ERM and Faculty Engagement: Building a Sustainable Process

    Implementing enterprise risk management (ERM) takes commitment, energy and vision. School administrators who seek to implement ERM will encounter some fundamental concerns, such as how to engage a broad group of already busy stakeholders, who will identify, prioritize and manage key risks, and how and when to report those risks. Deploying a bottom-up process that engages faculty and staff can help build ownership and embed ERM into the school's culture. Find out how leaders at one school resolved these questions to build a successful, sustainable ERM program.

    David Fahey, Asst. Director of Operations and Strategy, The Pingry School
    Dorothy Gjerdrum, Senior Managing Director, Gallagher Global Brokering
    Olaf Weckesser, Chief Financial Officer and Director of Operations, The Pingry School

  • Predictive Analytics for Schools: Technology Efficacy and Impact

    In the past year, members of the Association of Technology Leaders in Independent Schools designed and implemented an assessment to analyze the impact and efficacy of the management of technology programs from a whole school perspective. They applied augmented intelligence via a digital decision-making platform and were able to identify the key factors to success in schools with high scores (program highly aligned with mission). Learn top takeaways in the areas of academic impact, school operations and data security.

    Sarah Hanawald, Executive Director, ATLIS
    Alex Inman, President, Educational Collaborators
    William Stites, Director of Technology, Montclair Kimberley Academy

  • Serenity Now! A Seinfeld Spin on Sustainable Endowment-Spending Policies

    It wasn't always this hard. With historical returns on stocks in the double digits and bond returns in the mid-single digits, in the past a simple balanced portfolio produced enough return to sustain a meaningful 5 percent spend rate. Today, even the largest university endowments are being forced to re-examine spending rates to create sustainable endowment draw policies for the years ahead. Endowments have to make important choices on risk, portfolio strategy, fund raising and costs. Is your school ready? Look at the key challenges and find out how to resolve them.

    Ahmed Farruk, Senior Consultant, DiMeo Schneider & Associates L.L.C.
    Joe Syron, Senior Consultant, DiMeo Schneider & Associates L.L.C.

  • Streamline Your Facility-Use Rentals and Make Them Profitable

    With the ever-present challenge of keeping tuition rates down, allowing outside groups to use your facilities can be an economic and efficient way to raise alternative revenue. Learn from the administrators of one school that successfully hosts more than 3,000 events annually and works with some 64 outside organizations. Discover how they streamlined the school's facility-scheduling process with a cloud-based solution.

    David Marcus, Campus Business Manager, de Toledo High School
    Nick Mirisis, VP of Marketing, SchoolDude

  • The Unusual Complications in Managing FMLA/ADA and Workers' Compensation

    Abiding by FMLA/ADA and workers' compensation rules has become more complex over the years. Not only have medical conditions become more complicated, but school administrators often have difficulty understanding, documenting and following up on FMLA leave. Having to navigate such convolutions as adjusting leave pay for a 10-month employee further hinders adherence. Questions abound regarding a school's obligations: How long must the school keep open positions for employees on leave? At what point can they be replaced? Should the school issue a contract without knowing if the employee will return? Address these and other questions in an interactive presentation involving case studies and court decisions.

    Suzanne Bogdan, Chair Education Practice Group, Fisher Phillips
    Genie Tanner, Human Resources Director, University School of Nashville

Concurrent Sessions E

Tuesday, 10:30 am - 11:45 am

  • Conflict Management: The Good, The Bad and The Ugly

    Conflict is important in the independent school environment. Differences allow school leaders and educators to consider a multitude of approaches as they plan strategically for the future and navigate the daily life of their educational communities. However, these differences can give rise to conflict, and without proper management countless hours and resources can be expended on counterproductive objectives. Examine the potential causes of conflict and discover strategies to open lines of communication and strengthen relationships. Engage in group discussions on practices that can support effective conflict management within your school.

    Janet Graham, McDonogh School
    Sara Skinner, Director of Human Resources, Lakeside School

  • Getting a Grip on Risk

    Risk across campus is an everyday reality for schools, large and small. Discover the process and tools administrators at on one school developed to identify and manage their community's risks. Learn how to build a risk inventory for your school, develop ways to communicate with your board, and foster a "we're all in this together" approach to engage the board, faculty, staff and fellow administrators.

    Nancy Greene, CFO/COO, The Bolles School

  • Grading Independent Schools: Where Does Your School Stand?

    Financial officers—along with the board and executive leadership teams—constantly want to know how their school is performing, not only against their own financial goals but also in comparison to similar schools. Get an in-depth look at how schools are assessed against their peers, examine a matrix of financial ratios and review summary information on internal and external benchmarks. Hear from two independent school CFOs about how they measure their relative financial health.

    Peter Christian, Director of Finance and Human Resources, Windward School
    Dirk ten Grotenhuis, Managing Director, First Republic Bank
    Lisa Turchan, Chief Financial Officer, The Buckley School

  • How to Win Students and Influence Parents

    What motivates a family to apply to your school? Given the myriad challenges facing enrollment leaders in today's competitive market, it is vital that the admission process be as accessible and family-friendly as possible. To that end, The Enrollment Management Association surveyed thousands of parents following the 2016-2017 application season about their experiences. Discuss the survey results and determine how they can help to improve your school's enrollment process.

    Dave Taibl, Director of Outreach, The Enrollment Management Association

  • Information Security, Compliance and Coverage for Independent Schools

    In recent years there has been an explosive growth in the amount of data created, transmitted and stored. Many federal and state laws impose obligations regarding the storage and transmission of personal data. Discover the dangers data storage can pose for independent schools and review laws governing privacy and data security. Examine the steps to mitigate risks and understand how to best respond in the event of a data-security breach.

    Lisa Braiterman, Chief Financial and Operations Officer, Brewster Academy
    Jeff Olsen, Senior Vice President, Fred C. Church, Inc.
    Cameron Shilling, Director and Chair, Privacy and Data Security Group, McLane Middleton, P.A.

  • Internal Controls and Fraud Risks

    Go back to the basics of understanding fraud risks. Review the fundamental concepts that build good internal controls and discover how to apply them to small-office environments.

    Sarah Reichling, Manager, CliftonLarsonAllen, LLP
    Jennifer Tingley, Principal, CPA, CliftonLarsonAllen LLP

  • Negotiating Your School's Loan Agreement with the Bank

    Some schools are able to obtain 30-year loans, others can get only three years. Some loans are priced at 6 percent, others at less than 2 percent. How should you go about negotiating with your bank? What are the most important terms for the school, and what covenants and conditions are essential to the bank? Why doesn't your bank give you its best terms up front? Explore the answers to these questions and review the key goals for school leaders when negotiating a loan agreement.

    Charles Procknow, Executive Vice President, George K. Baum & Company
    Kenny Deane, Assistant Treasurer and Manager of Financial Administration, Woodberry Forest School
    Diane Morris, Chief Financial Officer, International School of the Peninsula
    Andrew Schneider, Director of Finance and Operations, The Peck School
    Chad Stacy, Director of Finance, Dunn School
    Dev Talvadkar, Senior Vice President, George K. Baum & Company

  • Plagiarized: The 10 Best Tips Stolen From Past NBOA Conferences

    Learn a myriad of tips, strategies, implementation methods, processes and procedures that cover an array of subjects and capacities. Review some of the most popular topics discussed at recent NBOA conferences. Find out how school leaders successfully implemented ideas and strategies from these past sessions and the resulting impact on their operations.

    Jayme Karolyi, Director of Finance, The Shipley School
    Adam Wojtelwicz, CFO, The Shipley School

  • School Trips: The Hidden Risks

    After the unprecedented $41.75-million jury verdict against The Hotchkiss School for injuries sustained by a student who contracted tick-borne encephalitis on a school trip to China, administrators would do well to review their school's travel policies and procedures. Examine the risk management for student travel ranging from local day trips to remote international excursions. Review germane documentation such as permission slips and enforce-ability of waivers, medical forms, early release forms and emergency procedures. Discuss faculty-led trips and examine best practices regarding insurance, travel companies, host families, due diligence and disability accommodation.

    Mark Brossman, Partner, Schulte Roth & Zabel LLP
    Donna Lazarus, Associate, Schulte Roth & Zabel LLP
    Michael Hwang, Chief Financial Officer, The Dalton School

  • When Is It Time to Hire a Dedicated HR Professional?

    Are you thinking about adding a human resources professional to your team? Hear from a CFO about the contributing factors in the decision to hire someone with HR experience and get the perspective of the HR manager who was hired. Did the experience and outcome meet expectations?

    Kristen Riley, Human Resources Manager, Open Window School
    Marja Ziuzin, Chief Financial Officer, Open Window School

NBOA Leadership Awards Lunch

Tuesday, Noon - 2:00 pm

  • Never, Ever Give Up

    Diana Nyad

    On September 2, 2013, at the age of 64, Diana Nyad emerged onto the shores of Key West after completing a 110-mile, 53-hour, record-breaking swim through shark-infested waters from Cuba to Florida. She then delivered three messages to the world: Never, ever give up; you're never too old to chase your dreams; and it looks like a solitary sport, but it takes a team. Millions of people around the world cheered for her and were moved by her incredible tenacity and determination, her triumph after so many bitter failures, and by the mantra–find a way–that enabled her to realize a dream in her sixties that had eluded her as a young Olympian in peak form. In her captivating presentation, she tells her story and inspires audiences to "Find a Way," no matter the obstacles.

Concurrent Sessions F
Affinity Partner Showcase

Tuesday, 2:30 pm - 3:30 pm

  • Cyber-Risk Management Best Practices for Independent Schools

    Cyber security is a critical component to risk management strategies in the independent school community. With a variety of diverse user profiles traversing the network, it is increasingly difficult for business officers and IT managers to secure their sensitive data. Understand the unique cyber security threats to independent schools and discover best-practice tips on securing your school's data and developing a cyber-risk management strategy. Delve into such top threats as ransomware/malware, phishing and compromised business-email attacks. Find out how to mitigate your risk of a breach.

    Tye Campbell, Director of Technology, Gilman School
    Robert Olsen, CEO, COMPASS Cyber Security

  • International Student Programs - How and Where Schools Get into Trouble

    Sponsoring an international student program can be a rewarding experience for schools and students, but the undertaking is complex and comes with risk. Discuss the various challenges of operating a successful and compliant program, including strategic decisions regarding staffing, the school's responsibilities involving students, host family issues, and best practices for agreements and contracts.

    Martin D. Kelly, MBA, CRM, President, ISM Insurance, Inc.
    Jaqueline M. Yamada, Consultant, ISM

  • Mobile Crisis Management: Using Technology to Keep Everyone Safe

    Your top priority is the safety of your students, faculty and staff. You may feel that your current crisis plans are adequate, but it's important to be aware of the problems that may arise from purely analog communication systems. Binder-based plan documents can be useful for training purposes, but in the event of an actual emergency, when time is the most precious resource, do all staff and faculty have access to the binder, poster or emergency flip chart? Learn how to utilize the technology that students, faculty and staff carry with them on a daily basis to help keep everyone safe.

    David Marcus, Campus Business Manager, de Toledo High School
    Nick Mirisis, VP of Marketing, SchoolDude

  • NBOA's Group Purchasing Program: PurchasingPoint

    Are you getting the best prices on the products and services that your school needs? PurchasingPoint® is an exclusive discount program available to NBOA member schools at no additional cost. The program leverages over $28 billion dollars in group buying power to get significant savings from everyday vendors on everything from office supplies, rental cars, shipping, copy/printing equipment and promotional materials. Members have saved over $5.6 million with the program. Learn more about this valuable program and how to access the tremendous savings. Hear how other business officers are using this complimentary member benefit to save big.

    Ruth Sigei
    Michelle Sims

  • Retirement Countdown: How to Help Employees Before Their Big Day

    How can business officers and HR directors prepare employees who are approaching retirement? What do employees need to consider as they transition to retirement? Explore the expected—and unexpected—considerations employees may face when retiring. Discuss how you can guide employees to apply income strategies, manage health care expenses and plan for the unexpected. Discover steps you can take now to prepare for future employee retirements.

    Frank Aloise, Chief Financial Officer, Springside Chestnut Hill Academy
    Paul Ibsen, Retired Assistant Head of School for Finance and Management, Providence Day School
    Timothy Lane, President and CEO of Emeriti Retirement Health Solutions, Managing Director TIAA Health, TIAA
    James Maniscalco, Managing Director, Institutional Retirement, TIAA
    Courtney Peterson

  • Risk Management: What's on Your Mind?

    Independent school leaders must contend with a diverse set of risk management issues on a daily basis. How they handle those issues often makes the difference between a front-page story and just another day on the firing line. In an open forum, get the answers to many of the questions that keep you up at night.

    Michael Blacher, Partner, Liebert Cassidy Whitmore
    Heather DeBlanc, Partner, Liebert Cassidy Whitmore
    Keith Huyssoon, Chief Financial Officer, Polytechnic School
    Shelley Levine, Area Executive Vice President, Arthur J. Gallagher & Co.
    Darrow Milgrim, Senior Vice President, National Director, Independent School Practice and Camp Programs, Arthur J. Gallagher & Co.

  • Tuning Up Your School's Sexual Abuse Prevention Program

    The education landscape is ever-changing, but the need to manage the risk surrounding sexual abuse of students, including false allegations and reputation management, remains a constant. Many school leaders recognize the importance of screening and training. However, broader implementation and integration of policies often vary and depend on leadership and board priorities. School leadership and their boards play a unique role in managing this risk—beyond responding to crises. Evaluate strategies to create a culture of safety, tune up existing prevention programs and ensure school leadership and board members are committed to prevention.

    Candace Collins, Director of Education, Praesidium


CPE Credit

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: www.nasbaregistry.org.


SHRM Credit

NBOA is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). The total number of credit hours available for an individual varies based on sessions attended. For more information about certification or recertification, please visit www.shrmcertification.org.


HRCI Credit

NBOA is registered with the Human Resources Certification Institute (HRCI) as a sponsor of continuing professional education. Sessions that have met the HR Certification Institute's criteria to be pre-approved for recertification credit will be noted in the 2018 Annual Meeting mobile app under the Schedule. The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program.