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| 7:00 - 8:00 |
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Breakfast
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Breakouts
Participants can choose either session based on their particular interests
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| 8:15 - 9:30 |
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Managing Your Food Service
Misha Shtivelman, Sage Dining Services & Bill Toomey, Worcester Academy, MA
Learn some strategies for getting the most out of your food service, from a business officer and food service director.
Field of Study: Specialized Knowledge and Applications
Level: Basic CPE Hours: 1.5
Prerequisites: None
Advanced Preparation: None
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Maximizing Revenue from Summer (and Year-Round) Programs
Suzanne McCanles, The Barstow School, MO
This session will focus on best practices and strategies in running summer and year-round programming, to maximize revenue while staying true to the school's mission.
Field of Study: Specialized Knowledge and Applications
Level: Basic CPE Hours: 1.5
Prerequisites: None
Advanced Preparation: None
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| 9:30 - 9:45 |
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Break
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Beginning Track
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Experienced Track
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| 9:45 - 10:45 |
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Financial Modeling 101
Palmer Ball, Spartanburg Day School, SC
Join financial modeling guru Palmer Ball for a session on creating a multi-year model using the NAIS Financial Calculator as a basis to provides the information you, the Head, and the Board need to make strategic decisions.
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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Trends in Independent School Construction
Brad Noyes, Brailsford and Dunlavey
This session will cover recent trends at independent schools, including the contruction of student centers, design of multi-use space, and facilities for summer programs
Field of Study: Specialized Knowledge and Applications
Level: Basic CPE Hours: 1
Prerequisites: None
Advanced Preparation: None
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| 10:45 - 11:00 |
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Break
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| 11:00 - 12:00 |
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Construction 101
Ace Ellis, St. Christopher's School, VA & Brad Noyes, Brailsford and Dunlavey
This session will define and outline the important considerations, participant roles, and outputs of the three main phases of construction projects: programming; design; and construction. Topics to be covered include the selection of consultants and design professionals, project timelines, budgeting and financing considerations, board and internal school communications, and day-to-day project management responsibilities.
Field of Study: Specialized Knowledge and Applications
Level: Basic CPE Hours: 1
Prerequisites: None
Advanced Preparation: None
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Financial Indicators and the Capital Markets
Geoff Buswick, Standard and Poor's
This session will review the financial indicators the capital markets use to assess financial strength and credit-worthiness, the financial modeling required to go through the rating process and debt issuance, and how to determine debt capacity.
Field of Study: Finance
Level: Advanced CPE Hours: 1
Prerequisites: 5 or more years of professional experience
Advanced Preparation: None
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| 12:00 - 12:45 |
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Lunch
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| 1:00 - 2:00 |
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Emerging Trends in the Business Office
Sarah Daignault, NBOA
This session will include an overview of trends and issues affecting independent schools and a review of the impact of these issues on business officers. Topics will range from the strategic (financial sustainability) to the nuts and bolts (accounting for alternative investments).
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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Risk Management 101
Chris Duble, Fred C. Church Insurance
This session will cover the basics of risk management and will explore the most common pitfalls experienced by independent schools.
Field of Study: Management Advisory Services
Level: Basic CPE Hours: 1
Prerequisites: None
Advanced Preparation: None
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Trends in Benefit Management
James Sidford, Austin & Co.
This session will explore recent trends in employee benefits, including the continuing escalation of health insurance premiums, cost containment strategies, HRAs and HSAs, and online benefits portals and management.
Field of Study: Personnel/HR
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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The Basics of Employee Benefits
James Sidford, Austin & Co.
The array of employee benefits and the alphabet soup of regulations governing those benefits can seem overwhelming. This session will cover the basics of administering common employee benefit plans.
Field of Study: Personnel/HR
Level: Basic CPE Hours: 1
Prerequisites: None
Advanced Preparation: None
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Your Insurance Broker as Risk Management Partner
Mike Lucas, Fred C. Church Insurance
This session will cover value-added services schools can seek from their brokers, as well as tips for getting the most out of a broker's knowledge base.
Field of Study: Management Advisory Services
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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Farewell 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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