Breakout Session B |
Tuesday, 3:15 - 4:30 PM |
Getting It Right:
Aligning Technology Initiatives
Ian Jukes
Twenty years and close to a hundred and twenty billion dollars later, we still seem to be making it up as we go. Large scale spending for technology has had little impact on measurable student results. Many business officers struggle with the cost and use of technology and its place in education. This session outlines a simple yet comprehensive 10-point strategy of alignment that will ensure that technology initiatives are effectively linked and aligned with instructional goals. Participants will come away from this presentation with a clear understanding of how to provide measurable accountability for expenditures, while at the same time ensuring that students are effectively prepared with the skills and knowledge they will need to cope with the new realities of the 21st century.
Learning Objective: Business Officers will learn how to manage a technology program that meets curricular requirements, provides relevant staff development, and provides accountability for expenditures.
CPE Hours: 1.5
Field of Study: Business Management and Organization
Course Level: Basic
Prerequisites: None
Don’t Go It Alone:
How to Get Your Board and Head Involved with Risk Management
Chris Duble, Fred C. Church Insurance, and Ron Wanglin, Bolton & Company
Too often, risk management is delegated to Business Officers, with the Head and Board showing little interest beyond insurance renewal. Because the Head and Board are ultimately responsible if something goes wrong, this approach can be dangerous for the School and for individual Board members, as well as for the Head and the Business Officer. This session will focus on how to bring the Head and Board into the risk management process and enlist their help in understanding, mitigating, and transferring the School’s risk.
Learning Objective: Business Officers will learn of the importance of Board involvement in risk management and will discuss strategies to bring risk management to a high level of attention from the Board of Trustees and Head of School.
CPE Hours: 1.5
Field of Study: Management Advisory Services
Course Level: Basic
Prerequisites: None
Driving Health Insurance in a New Direction:
Transparency, Responsibility and Opportunity...Health Insurance in the 21st Century
Mark Gaunya and Jennifer Borislow, Borislow Insurance Agency
The driving forces behind rising healthcare costs are many and complex. The increasing cost of living, limited cost sharing, abundance of specialists and teaching hospitals, large and powerful provider groups, and state mandates all play significant roles in the trend of double-digit healthcare premium increases. Rising costs are forcing independent schools of all sizes to seek alternate solutions – and Consumer-Driven Health Plans (CDHPs) are the “new healthcare financing vehicle” proven to lower costs and improve overall health and productivity. This session will focus on the drivers behind increases in traditional health insurance and explore alternative solutions.
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: Personnel/HR
Course Level: Basic
Prerequisites: None
No Match? I9 Compliance and No-Match Letters
Heather Broadwater, Venable LLP
With the focus on immigration these days, making sure your employees are eligible to work in the United States is becoming a higher priority. The Social Security Administration notifies employers via a “no-match” letter when employees’ names and corresponding Social Security numbers provided on Forms W-2 do not match SSA records. The Department of Homeland Security states that employers are accountable if they hire employees who are not eligible to work in this country. This session will focus on best practices in completing and maintaining I9 files and how to respond if your school receives a “no-match” letter.
Learning Objective: Business Officers will learn best practices in completing and maintaining I9 files and how to respond to a “no-match” letter from the Social Security Administration.
CPE Hours: 1.5
Field of Study: Personnel/HR
Course Level: Basic
Prerequisites: None
Markets in Flux:
Recent Events and Their Impact on Independent School Financings
Dirk ten Grotenhuis, Stone & Youngberg
The capital markets have seen dramatic events unfold recently. With the onset of the subprime loan debacle, financial institutions have re-evaluated every credit available in the tax-exempt and taxable fixed income markets. What does this mean for Independent Schools and their ability to borrow at the cheapest levels on a tax-exempt basis? What products are being used to keep projects moving and costs in-line? How have investors reacted to Independent School transactions on a fixed or variable rate basis? What is next for debt restructuring or future borrowing needs? This breakout session will focus on the capital markets and the relationship with Independent School capital projects.
Learning Objective: Business Officers will learn how the shaky credit market affects independent school borrowing, and how to mitigate the impact on their schools.
CPE Hours: 1.5
Field of Study: Finance
Course Level: Intermediate
Prerequisites: 6 or more months experience as a Business Officer
GC, CM, GMP:
Project Delivery Demystified
Daniela Holt Voith, Voith & Mactavish Architects
Design Bid Build, Design Build, CM at risk: the various means of project delivery can be confusing to the uninitiated, and one size does not fit all. Business officers often are responsible for the oversight of capital improvement projects. In this session, we will present the pros and cons of each approach, the hidden pitfalls, and the right questions to ask before selecting which approach to take. Participants will come away with a clear understanding of the various project delivery methods, a foundation for determining the method that will best meet the needs of the project, a basis for developing an RFP, and an approach to interviewing design professionals and contractors.
Learning Objective: Business Officers will learn about the methods of managing a construction project and how to select the best method for a particular project.
CPE Hours: 1.5
Field of Study: Specialized Knowledge and Applications
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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