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| 7:00 - 8:00 |
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Breakfast
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| 8:15 - 9:15 |
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Financial Aid Basics
Tracie Ifkovits, Hammond School, SC & Ace Ellis, St. Christopher's School, VA
This session will cover best practices and policy considerations for a school's financial aid program, including program objectives and policy development, use and composition of committees, use of financial aid to enhance admissions goals, third party administration, and communications with applicant families. NBOA and NAIS resource materials will be provided to participants.
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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Leadership and Essential Questions
Linda Dennison, NBOA
This session will review the importance of managing to the school's mission and of understanding the school's culture. This session will also address specific questions raised by attendees during the New Business Officer Institute.
Field of Study: Personal Development
Level: Basic CPE Hours: 1
Prerequisites: None
Advanced Preparation: None
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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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Complying with Rules and Regulations
Ben Hahn, Schnader Harrison Segal & Lewis
Another complex role played by the business officer is that of regulatory compliance officer. This session will cover the rules and regulations that independent schools are required to follow.
Field of Study: Business Law
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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| 12:45 - 1:00 |
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Welcome to Experienced Business Officers
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Beginning Track
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Experienced Track
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| 1:00 - 2:15 |
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Employment Law 101
Ben Hahn, Schnader Harrison Segal & Lewis
This session will focus on the fundamentals of employment law, for business officers new to the area of human resources and for those who have not regularly dealt with personnel issues.
Field of Study: Personnel/HR
Level: Basic CPE Hours: 1.5
Prerequisites: None
Advanced Preparation: None
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Managing Internal Investigations
Caryn Pass, Venable, LLC
This session will explore the inherent difficulties in managing internal investigations, including privacy concerns, confidentiality, the relationship and possible ongoing interaction between accuser and accused, retaliation, and the rumor mill.
Field of Study: Business Law
Level: Intermediate CPE Hours: 1.5
Prerequisites: 6 or more months of professional experience
Advanced Preparation: None
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| 2:15 - 2:30 |
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Break
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| 2:30 - 4:00 |
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Digital Natives and the Business Office
John Palfrey, Berkman Center at Harvard Law School
Crowd favorite John Palfrey will review practical topics such as fair use and copyright issues in independent schools and the potential for trouble when the law hasn't kept up with technology advances (think file-swapping and YouTube). This session will also provide more theoretical discussion of digital natives as students and their impact on schools.
Field of Study: Computer Science
Level: Intermediate CPE Hours: 1.5
Prerequisites: 6 or more months of professional experience
Advanced Preparation: None
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| 4:00 - 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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