2012 Business Officer Institute: Schedule

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Business Officer Institute

June 17-21, 2012  •  Charlotte, NC  •  Providence Day School

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Registration opens March 8, 2013

Sunday, June 17

3:30 - 5:30 PM

Registration at Hotel

6:00 - 8:00 PM

Dinner at Providence Day School



Monday, June 18

8:30 - 10:00 AM

The Savvy Business Officer: A Flipped Classroom Learning Experience

10:00 - 10:15 AM

Break

10:15 - 11:45 AM

Breakout Session with your Professional Learning Network

11:45 AM - 12:45 PM

Lunch

12:45 - 1:45 PM

Concurrent Sessions

  • Risk Management Overview & Update
  • Facilities Management Overview
  • How to Manage Construction Projects


1:45 - 2:45 PM

Concurrent Sessions

  • How to Manage Construction Projects
  • Greening your Campus: Savings on Utilities and Smart Construction
  • Risk Management Overview & Update

2:45 - 3:00 PM

Break

3:00 - 4:00 PM

Concurrent Sessions

  • Managing a Budget and the Budget Calendar
  • Getting the Most out of Your Audit
  • Facilities Management Overview


4:00 - 5:00 PM

Mini Sessions: Sharing Best Reporting Practices

Participants rotate tables and faculty share copies of their favorite reports; 1 & 5 year budgets, cash flow analysis, record retention schedules, and non-faculty evaluation form.


5:00 - 5:30 PM

Professional Learning Network


6:30 - 9:00 PM

Reception and Dinner

Panel discussion with local business officers on key issues



Tuesday, June 19

8:30 - 10:30 AM

Leadership Assessment Using the DISC Personality Profile

10:30 - 10:45 AM

Break

10:45 - 11:45 AM

Finding Help When You Need it? Resources for New & Experienced Business Officers

11:45 AM - 12:45 PM

Lunch

12:45 - 1:45 PM

Management vs. Leadership: Heads and Business Officers in Independent Schools

Patrick Bassett, President, NAIS

1:45 - 2:00 PM

Break

2:00 - 3:00 PM

Concurrent Sessions

  • Tech Lab: Google Docs, Twitter and Other Tech Tools You Need to Know
  • Challenges of 21st Century Education: Managing Technology on Campus
  • Managing Benefits: Setting up an Employee Driven Health Care Plan


3:00 - 4:00 PM

Concurrent Sessions

  • DISC, Part 2: Application & Case Studies
  • Managing & Issuing Debt
  • Tech on Campus: Ebooks, Ipads, and more


6:00 - 8:30 PM

Dinner hosted by TIAA-CREF



Wednesday, June 20

8:30 - 9:45 AM

Every Thing You Need to About Human Resources

9:45 - 10:00 AM

Break

10:00 - 11:45 AM

Case studies in Human Resources

Noon - 1:00 PM

Lunch

1:00 - 2:00 PM

Concurrent Sessions

  • ABCs of 403bs
  • Education Innovation: What is your Head of School Reading?
  • Financial Aid and Enrollment Management


2:00 - 3:00 PM

Concurrent Sessions

  • Investments ABC – What to do if You Have an Endowment!
  • Risky Business of Health Records
  • ABCs of 403bs

3:00 - 3:15 PM

Break

3:15 - 4:15 PM

The Financially Sustainable School: Lessons Learned from the Recession


6:15 - 8:30 PM

Closing Dinner at the Historic Duke Mansion



Thursday, June 21

8:30 - 9:30 AM

Concurrent Sessions

  • How to Legally Have Difficult Conversations
  • Update and Review of Health Care Reform

9:30 - 10:00 AM

Break

10:00 AM - Noon

Faculty Roundtable

NASBA Information

Delivery Method: Group-live for all sessions

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 submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

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