Attention: If your first choice for a seminar is full, we can put your name on a wait list. Please email Cate Donald at cate@nboa.net or call our office at 720-564-0475.
|
 |
Seminars |
FINANCE |
Developing a Multi-Year Financial Model [Full]
Palmer Ball, Spartanburg Day School
Most schools recognize the need for long-range financial planning. This seminar will focus on developing a multi-year spreadsheet model that uses the NAIS Financial Calculator as a basis and provides the information you, the Head, and the Board need to make strategic decisions.
Learning Objective: Business Officers will receive and learn how to use a tool to forecast the compounded impact of annual budget decisions such as tuition and salary increases, enrollment, and personnel changes on the school’s financial operations over a five-year period.
Advanced Preparation: Bring your laptop and specific financial information from your school requested prior to the seminar.
CPE Hours: 3.0
Field of Study: Finance
Course Level: Basic
Prerequisites: None
Financial Modeling and Financial Sustainability [Full]
Lisa Pullman, Benchmark Research
Through a careful analysis of the key components affecting revenue and expense, this seminar will look at the trends that help to determine a school’s long-term financial sustainability. Participants will gain a solid understanding of the forces affecting financial sustainability, and a template of graphs, charts, and tables to use and adapt for their schools.
Learning Objective: Officers will gain an understanding of the factors affecting financial sustainability, and tools to identify trends in their own schools.
CPE Hours: 3.0
Field of Study: Finance
Course Level: Basic
Prerequisites: None
Financial Projections Model: Stress Testing [Full]
Chuck Procknow, Julia Sayre, Alex Becker, George K. Baum & Company
The focus of this seminar will be a multi-scenario projections model that calculates the impact of numerous strategic drivers on a school’s bottom line. Building off of cash-flow projections, this model can be used to determine if and/or how much a school can prudently borrow, and also as a tool for strategic planning with Finance Committees, Boards, and Administration.
Learning Objective: Business Officers will receive and learn how to use a customized tool for use with the Finance Committee, Board of Trustees, and adminstration during the strategic planning process.
Advanced Preparation: Bring your laptop and strategic drivers form (which will be sent prior to the seminar).
CPE Hours: 3.0
Field of Study: Finance
Course Level: Basic
Prerequisites: None
The Aftershocks of SAS112: Complying with Your Auditors [Full]
Linda Dennison, CPA, NBOA and Jeff Fearn, Jewish Community High School of the Bay
In the past, many schools have left a significant number of year-end adjustments to the auditors, but now auditors are assessing schools’ competency to prepare interim GAAP statements, and some are requiring schools to prepare the final statements and write the footnotes. This seminar will examine common models for internal financial statements and note the adjustments needed to get to GAAP statements and discuss common footnotes. Participants will be asked to bring a copy of their school’s internal statements.
Learning Objective: Business Officers will learn how to create GAAP-compliant financial statements from their internal operating statements.
CPE Hours: 3.0
Field of Study: Accounting
Course Level: Basic
Prerequisites: None
Compensation and Benefits: Building an Integrated Package [Full]
Stephen Wilder, Mary McDowell Center for Learning
This seminar will provide an in-depth study of how to design a compensation package that supports the mission of the school, is attractive to the types of employees desired, offers flexibility of choice, and addresses employees’ perceived needs while maximizing the value of the dollars spent. Topics will include broker assessment; review of the current compensation package; survey of employee needs; evaluating options; and assessing how the whole package fits together.
Learning Objective: Business Officers will learn how to review and assess a comprehensive benefits package tailored to the needs of their schools’ employees.
CPE Hours: 3.0
Field of Study: Personnel/HR
Course Level: Basic
Prerequisites: None
Employee Health Insurance from Basic to Esoteric
Walt Wood, W.R. Wood & Company
The format will focus on the many components of health insurance, using a combination of lecture, discussion, and group activities. Topics will include the concept of insurance; common benefit designs; funding mechanisms; school philosophy and school contributions; how insurers price products; cost management strategies and approaches, and consumer directed health plans. Participants will learn how to deal with health benefits at their schools from both a tactical and a strategic perspective.
Learning Objective: Business Officers will learn about the various types of health insurance available and how best to obtain coverage to suit their schools’ needs.
CPE Hours: 3.0
Field of Study: Personnel/HR
Course Level: Basic
Prerequisites: None
School Safety and Risk Management [Full]
Gil Jacobson, Wright Risk Management Company
This seminar will cover common issues of school safety, including student travel, school security, and threat assessments. Participants will learn about student trips from pre-trip planning through risk control and incident management; the “all hazards” approach to school security; case studies and risk management techniques for school security; identifying methods for mitigation of risk through threat assessments; and crisis management.
Learning Objective: Business Officers will learn best practices in various areas of risk management.
CPE Hours: 3.0
Field of Study: Specialized Knowledge and Applications
Course Level: Basic
Prerequisites: None
Implementing Sustainable Design Initiatives
Julie Skolnicki, Brailsford and Dunlavey
This seminar will engage participants in a dynamic discussion about implementing sustainable initiatives for building projects. We will present an overview of green design, including educational benefits; financial and operational implications; capital costs; operational savings; and the operations paradigm shift. We will review how to implement green design, including planning tools, LEED for schools; design solutions; budget development; hard and soft costs; financial analysis tools; and life cycle analysis. The seminar will conclude with a Sustainability Charette and LEED work session.
Learning Objective: Business Officers will learn the definition of LEED, how to implement LEED design at their schools, and how to analyze the financial impact of LEED design.
CPE Hours: 3.0
Field of Study: Specialized Knowledge and Applications
Course Level: Basic
Prerequisites: None
How the Physical Design of a School Can Affect Student Outcomes
C. Kenneth Tanner, University of Georgia
This seminar will review recent research on how the physical environment can affect student outcomes, and discuss how administrators can use this information to make informed decisions regarding school design. Participants will work in small groups to incorporate the ideas into a building of their own design.
Learning Objective: Business Officers will learn about the effect of the learning environment on student achievement, and using that information, will design a school building.
CPE Hours: 3.0
Field of Study: Specialized Knowledge and Applications
Course Level: Overview
Prerequisites: None
Leading Effectively: Best Practices for Business Officers [Full]
Marc Levinson, NBOA
This workshop will discuss the many roles of the business officer within the school community and offer discussion of best practices within each of those roles. The group will also explore several strategies for creating and sustaining an efficient business office. Topics to be covered include: Situations Unique to Schools; The Business Officer – Fearless Leader; Communication – the Key to Success; Strategies for Creating and Sustaining an Efficient Business Office; Ethics: Transparency and Accountability; and Resource List.
Learning Objective: Business Officers will discuss best practices for independent school business management, explore the complexities and nuances of the independent school business office, and review the many resources available for professional development.
CPE Hours: 3.0
Field of Study: Specialized Knowledge and Applications
Course Level: Basic
Prerequisites: None
| |
NASBA Information |
 |
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
|
