Breakout Session C |
Wednesday, 10:30 - 11:45 AM |
Battle of the Bands:
Orchestrating High Performance
Eileen Robin, School of the Holy Child, and Donna Millett, Development Dynamics
What attracts faculty to a school? What motivates them? Why do they leave? The School of the Holy Child used these questions as the basis for creating a banded compensation system. This session will focus on implementing a banded salary scale system and an assessment and development process based on criteria set by the faculty, staff, and administration. We will discuss how such a system can be used to both reward and motivate faculty, and review some of the successes and pitfalls experienced along the way.
Learning Objective: Business Officers will learn about creating a banded salary system based on assessment and professional development.
CPE Hours: 1.5
Field of Study: Personnel/HR
Course Level: Overview
Prerequisites: None
They’re Finally Here:
The New 403(b) Regulations
Robert Architect, Internal Revenue Service
In July, the Internal Revenue Service published final regulations governing 403(b) plans. The final rules apply to all 403(b) plans and are effective for taxable years beginning after December 31, 2008. In this session, we will review the requirements of the new regulations, discuss what the IRS expects from employers, and offer tips to ensure compliance. Because plan compliance with the Internal Revenue Codes and Regulation cannot be delegated and is the responsibility of the plan administrator, it is critical that you understand your role in your school’s compliance with the new 403(b) regulations.
Learning Objective: Business Officers will learn about the new 403(b) regulations and what action is required by schools to ensure compliance.
CPE Hours: 1.5
Field of Study: Taxes
Course Level: Overview
Prerequisites: None
Tame the Beast:
Organizing the Business Office
Roberta Ganz, The Gillispie School
Business Officers can find themselves drowning in all of the paper that moves through their offices, and much of this paper must be kept on file for a number of years. This session will offer suggestions for organizing the myriad of paper work amassed in a Business Office, and may be particularly helpful for new Business Officers or the organizationally challenged.
Learning Objective: Business Officers will learn tips for organizing paperwork and files in the business office.
CPE Hours: 1.5
Field of Study: Specialized Knowledge and Applications
Course Level: Overview
Prerequisites: None
Web 2.0 for Independent Schools
Glenn Carey, Trinity-Pawling School, and Rob DiMartino, finalsite
Is your school getting the most out of your website? Are you leveraging technology to improve marketing and communications? Does your website serve your students, parents, prospective families, and employees well? In this session, see how one NBOA member school and several other NAIS schools are maximizing Web 2.0 deliverables with content management, modules, and portals to personalize their constituents’ experiences on the web.
Learning Objective: Business Officers will learn how a school’s website can best serve internal and external constituents.
CPE Hours: 1.5
Field of Study: Computer Science
Course Level: Overview
Prerequisites: None
Among Many Cultures:
A New Sustainable Campus With a Global Outlook
Will Hancock and Olaf Jorgenson, Hawaii Preparatory Academy, and David Croteau, Flansburgh Architects
Located on the Big Island of Hawaii, Hawaii Preparatory Academy draws students from many different cultures. In this session, we will learn how HPA planned a new K-8 campus with a natural global outlook. This session will focus on academic programs that promote cross-cultural integration, a boarding model that supports diversity, and a “green” campus that is integrated into the academic curriculum.
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
Commonfund’s Endowment Benchmarking Study
John Griswold, Commonfund, and Christine England, England Associates
The session will focus on the latest results and practices in independent school endowment management, and will include the top line data developed from the 2007 Commonfund Benchmark Study conducted among NBOA members. The data includes information and insights on returns, asset allocation, spending policies, governance models and practices, gifts, debt, and other topics related to the financial management of independent schools. This will be an interactive discussion, during which participants may benchmark themselves against peer groups and learn techniques they can apply to the management of their own institution’s funds.
Learning Objective: Business Officers will learn about the latest findings of the Commonfund/NBOA survey of investment practices among independent schools and will discuss best practices in investment management.
CPE Hours: 1.5
Field of Study: Finance
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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