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| 8:00 - 8:15 |
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Welcome and Announcements
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| 8:15 - 9:15 |
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Beginning Business Officer Primer
Bill Preston, Christ Church Episcopal School, SC & Tracie Ifkovits, Hammond School, SC
No matter how much experience you bring to your job as an independent school business officer, there are sure to be some surprises. This session will cover the wide range of issues that business officers face and offer strategies for surviving the first couple of years.
Field of Study: Specialized Knowledge and Applications
Level: Basic CPE Hours: 1
Prerequisites: None
Advanced Preparation: None
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| 9:15 - 9:30 |
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Break
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| 9:30 - 10:30 |
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Budgeting and Financial Modeling
Palmer Ball, Spartanburg Day School, SC
While most business officers have a financial background, the way schools manage their finances can seem like a whole new world. This session will address the budget timetable, reporting to the Head and Board, benchmarking, and the key assumptions used in financial modeling.
Field of Study: Finance
Level: Basic CPE Hours: 1
Prerequisites: None
Advanced Preparation: Bring laptop and financial information from your school
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| 10:30 - 10:45 |
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Break
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| 10:45 - 11:45 |
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Enrollment Collections
Maggie Ward, NBOA
Even if a school is fully enrolled and has a waiting list, collecting tuition from families can pose a challenge. This session will offer strategies for minimizing receivables and ways in which the enrollment contract can be used to hold parents accountable.
Field of Study: Specialized Knowledge and Applications
Level: Basic CPE Hours: 1
Prerequisites: None
Advanced Preparation: None
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| 11:45 - 12:45 |
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Lunch
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1:00 - 2:00 |
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Auxiliary Services
Tracie Ifkovits, Hammond School, SC
Most business officers are responsible for oversight of at least one auxiliary service. This session will cover the basics of auxiliary services such as food service, school store, transportation, and afterschool care.
Field of Study: Specialized Knowledge and Applications
Level: Basic CPE Hours: 1
Prerequisites: None
Advanced Preparation: None
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| 2:00 - 2:15 |
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Break
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2:15 - 3:15 |
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Managing Relationships
Kelly Sanderson, Woodward Academy, GA & Bill Preston, Christ Church Episcopal School, SC
An important element of a business officer's success is his or her ability to manage relationships with widely varying constituents. This session will explore ways to enhance relationships with important people, including faculty, parents, students, trustees, administrators, staff, neighbors, and local officials.
Field of Study: Business Management and Organization
Level: Basic CPE Hours: 1
Prerequisites: None
Advanced Preparation: None
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| 3:15 - 3:30 |
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Break
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3:30 - 4:30 |
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Human Resources
Ace Ellis, St. Christopher's School, VA
This session will outline the business officer's leadership role as human resources officer and will cover the basics of compliance with employment laws; recruiting, hiring and termination; employment contracts; enforcement of personnel guidelines; compensation and benefits administration; and professional development.
Field of Study: Personnel/HR
Level: Basic CPE Hours: 1
Prerequisites: None
Advanced Preparation: None
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| 4:30 - 6:00 |
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Free Time
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| 6:00 - 7:00 |
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Dinner
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| 7:00 - 9:00 |
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Activities
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Delivery Method: Group-Live for all sessions.
Learning Objectives can be found in the program book.
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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville,TN, 37219-2417. Web site: www.nasba.org
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