Breakout Session A |
Tuesday, 10:30 - 11:45 AM |
Beyond TTWWADI (That's the Way We've Always Done It)
Ian Jukes
The mind-set for the structure of our schools is based on decisions that were made in the days of the horse and buggy. This is classic TTWWADI (That's The Way We've Always Done It). Most educators embrace entrenched ideas about schools and learning without thinking. However, technology is fueling an engine of change that is making the world a moving target. In this environment of change, it is critical that we begin to question the rationale behind TTWWADI in our schools. In this session, we will discuss the difficulties we face in shifting people's ideas to a new vision for schools and face a fundamental question about the nature of education: Do we prepare students for the world of tomorrow, or the farms and factories of yesterday?
Learning Objective: Business Officers will review the foundational assumptions taken for granted in K-12 education, learn about some of the key areas of technological development that are putting pressure on schools to change, and discuss a number of ways educators must change in order to keep up with a world on the move.
CPE Hours: 1.5
Field of Study: Specialized Knowledge and Applications
Course Level: Basic
Prerequisites: None
Best Practices in Tuition Management:
How to Achieve Billing and Collections Efficiencies and Realize Cost Savings
Frank Aloise, Springside School, Bob Mueller, Delaware Valley Friends School, and Ruth Griggs Fontana, RC Communications
Independent schools run their billing operations in a myriad of different ways, yet there are certain common practices that can be leveraged to increase efficiencies. In this session, we will share the results of PAISBOA’s year-long study to learn just what these commonalities are, identify the best practices in place today, and define tuition management services that satisfy common needs and reduce costs.
Learning Objective: Business Officers will learn about best practices in billing and collecting tuition and fees and how to reduce associated costs.
CPE Hours: 1.5
Field of Study: Specialized Knowledge and Applications
Course Level: Basic
Prerequisites: None
Going Green:
How Independent Schools Can Become Environmentally Friendly Without Breaking the Bank
Judy Schaffer, Educational & Institutional Cooperative Purchasing
In this session, we will illustrate how one campus embraced the unknown and successfully “greened” the campus. We will walk through a progression of steps and identify sustainable factors found within most school environments. From elementary to comprehensive footprints, discover how turning your school green impacts bottom line financial considerations. We will examine the LEED (Leadership in Energy & Environmental Design) model through a whole-building approach to sustainability by recognizing performance in five key areas of human and environmental health: sustainable site development, water savings, energy efficiency, materials selection and indoor environmental quality.
Learning Objective: Business Officers will learn how to implement sustainability efforts and understand the associated effect on financial operations.
CPE Hours: 1.5
Field of Study: Specialized Knowledge and Applications
Course Level: Overview
Prerequisites: None
Navigating the Minefield:
Top 10 HR Mistakes
James Sidford, Austin & Co.
The array of employee benefits and the alphabet soup of regulations governing those benefits can be overwhelming, particularly for schools that don’t have a dedicated human resources professional on staff. How can you ensure compliance with ever-changing legal requirements? This session will review the administration of common employee benefit plans and highlight some of the most common mistakes seen in independent schools. Find out how to do it right!
Learning Objective: Business Officers will learn how to avoid common mistakes in benefits administration.
CPE Hours: 1.5
Field of Study: Personnel/HR
Course Level: Basic
Prerequisites: None
Understanding and Tackling Differences at your School:
Diversity Education for the Business Officer
Kate Lindsey, Georgetown Day School
Business Officers are both educators and students, and must work with a wide variety of people. Constituents may represent a wide variety of socio-economic classes, racial groups, religions, cultures, ethnicities, and educational backgrounds. Conversations can be difficult or awkward, and sometimes the greatest obstacle to a successful conversation is lack of knowledge of the other person’s background or fear of saying the wrong thing. It is time to learn how to have serious, deliberate, and meaningful conversations, respecting but not being afraid of differences. This session will provide working strategies to better understand, work with, and communicate with the various constituents served by business officers.
Learning Objective: Business Officers will discuss how to work and communicate with people from diverse backgrounds.
CPE Hours: 1.5
Field of Study: Specialized Knowledge and Applications
Course Level: Basic
Prerequisites: None
What the Heck is an EEO-1 Report, and Do I Need to Complete It?
Caryn Pass, Venable LLP
The EEO-1 Report – known formally as the “Employer Information Report” – is a government form requiring many employers to provide a count of their employees by job category and then by ethnicity, race, and gender. The EEO-1 report is submitted to both the Equal Employment Opportunities Commission and the Department of Labor. In the past, many independent schools thought they were exempt from filing this report. However, the EEOC recently affirmed that all employers who employ 100 or more employees must file. This session will cover compliance issues and proper completion of the report.
Learning Objective: Business Officers will learn the requirements for and how to complete the EEO-1 report.
CPE Hours: 1.5
Field of Study: Personnel/HR
Course Level: Overview
Prerequisites: None
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NASBA Information |
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Delivery Method is 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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