*Depending on the number of years you have been a business officer, you will choose the appropriate track sessions for the entire day. It is suggested that if you are 3 years or less, you will participate in all of the Basic Track Sessions on Monday. If you have 3 years or more experience, please participate in the Advanced Track All Day Session.
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Basic Track |
| 9:15 - 10:45 |
New Business Officer Primer
Kelly Sanderson, Woodward Academy & Steve Ginsberg, Noble and Greenough School
No matter how much experience you bring to your job as an independent school business officer, there are sure to be some surprises! This session will be an open discussion of cultivating internal and external relationships at your school. Presenters will share real-life experiences, discuss communication tools, and offer strategies for surviving the first few years.
Learning Objective: Participants new to the business officer profession will learn about issues common to independent schools and explore strategies for managing these issues.
Field of Study: Specialized Knowledge and Applications
Program Level: Basic CPE Hours: 1.5
Prerequisites: None
Advanced Preparation: None
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| 11:00 - 12:30 |
Financial Aid 101
Russ Friedson, Greens Farms Academy
Someplace in your long and detailed job description there is an innocuous sounding item called "financial aid". You may not have noticed it or given it much thought when you started. Surprise! It turns out Financial Aid is one of your largest discretionary expenses, impacts your enrollment, the composition of your student body, consumes massive amounts of time and energy--and it can be the best and most rewarding part of your job! This session will review & discuss core issues of Financial Aid administration. Topics will include: goal/purpose, equity/fairness, prioritization, expectations--what families expect from your school--what your school expects from families, documentation requirements, basic aid policies, and pitfalls.
Learning Objective: Participants will gain an understanding of the financial aid process and discuss sample financial aid policies and procedures.
Field of Study: Specialized Knowledge and Applications
Program Level: Basic CPE Hours: 1.5
Prerequisites: None
Advanced Preparation: Participants are encouraged to bring copies of their schools written aid policy for discussion and contrast with others.
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| 1:30 - 3:00 |
All About Facilities
Chuck McCullagh, The Williston Northampton School
Participants will learn best practices related to the oversight of their schools’ physical plants. This session will cover the basics of facilities management, including custodial and maintenance management, maintenance funding, and oversight of construction projects and renovations.
Learning Objective: Participants will learn best practices in managing independent school facilities.
Field of Study: Specialized Knowledge and Applications
Program Level: Basic CPE Hours: 1.5
Prerequisites: None
Advanced Preparation: None
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| 3:15 - 4:45 |
Numbers on the Runway
Beth McKay, St. Andrew's College
Gain valuable insight into budgeting and financial modeling in this hands-on workshop. The session will begin with an exercise in budget management based on linked Excel spreadsheets. Participants will work in small groups to identify the impact of changes in charitable giving, endowment fluctuations, capital spending, and operational issues on the annual budget of a sample school, and discuss the challenge of breaking even.
Learning Objective: Participants will learn one approach to independent school budgeting and financial modeling.
Field of Study: Finance
Program Level: Basic CPE Hours: 1.5
Prerequisites: None
Advanced Preparation: Participants will need to bring a laptop
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Advanced Track |
| 9:15 - 4:45 |
The Critical Drivers of Financial Sustainability
Ace Ellis, Ellis Business Services & Frank Aloise, Springside School
To thrive in the midst of today’s economic challenges and social changes, independent schools must understand and effectively navigate the relationships between tuition discounting practices, total program cost infrastructures, and affordability as measured by the income distribution of markets they serve. This session will offer fresh perspectives and insights pertaining to participants’ individual positions regarding two of the most critical drivers of financial sustainability: affordability and relevancy.
Learning Objective: Participants will learn strategies to help their schools align their economic resources with mission and values.
Field of Study: Finance
Program Level: Advanced CPE Hours: 6.0
Prerequisites: 3 or more years as a business officer
Advanced Preparation: None
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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.