The Online School for Girls: A Case Study
Kate Gould, Chief Financial Officer and Chief Operating Officer, St. Paul's School for Girls
Lorri Palko, Consultant, Online School for Girls
Brad Rathgeber, Director, Online School for Girls
The Online School for Girls (OSG) has helped more than 50 independent schools change their business models. Most schools affiliated with OSG often treat courses as their own; noting them on transcripts and putting them into course catalogs. The schools have been able to increase the number of courses available to their students, while at the same time reducing costs to run courses (by cutting small enrollment courses) and ensuring high quality course experiences. Schools have also used OSG offerings to change their models for professional development for faculty, working toward targeted professional development at lower costs.
Google Earth Meets Facilities and Campus Safety
Alan R. Comrie, CPA, Strategic Advisor to Head and Controller, Kingswood Oxford School
Look at property management through both deferred maintenance and campus safety lenses using a program that centers around a Google Earth "skin" (satellite view of campus). Using hyperlink buttons, see the inside of each room in each building on campus, view the square footage maps, and quickly locate all egress and emergency utility shut-offs. This system produces a 50-year "look forward" based on current and historic cost information and produces a 22-page report of funding requirements at the touch of a button. Learn how to construct a property management solution for your own school as well as use Excel in ways you never thought possible. The program runs on both Macs and PCs and can be entirely used on an iPad.
How to Survive (and Thrive) During a New Head Transition
Jan Chiles, Assistant Head for Finance and Operations, The Northwest School
Will Hancock, Trustee, Hawai'i Preparatory School
Ole Jorgenson, Head of School, The Almaden Country Day School
Jim Wickenden, President, Wickenden Search Firm
A head transition can be a destabilizing time, particularly when the board fails to assess and prepare in advance for its community's needs. Whether the change is planned or unanticipated, a successful transition depends on cooperation between the board and administration, and effective communication across the school community. Examine how a school can turn the head transition into a platform for energizing the school and campus toward future success. How can the business officer help facilitate the process? View templates for budgeting, timelines, and other helpful resources for the transition process.
Socially Responsible Investing
Kenny Lowe, Director, ORION Investment Advisors
Robert Olcott, CIMA, AIF, CAE, Managing Director, ORION Investment Advisors
Socially responsible investing has grown dramatically over the past decade. However, there is still confusion as to what it means, how it is implemented, and its potential costs and consequences. Learn the practical "how to's" of socially responsible investing and participate in exercises that help determine what is socially responsible. Interactive audience response software will be synced with keypads that will enable attendees to provide feedback and share their experiences, challenges, and outcomes in real time. Discover real world implementation vehicles for portfolios of all sizes and insight into how other organizations have addressed this important issue.
The Risky Business of Health Records
Shana Barclay, Business Manager, Cape Fear Academy
Chas Scarantino, CEO, Magnus Health SMR
Is your school compliant with state regulations for immunizations, physicals, and record archival? When information leaves the nurse's office for fieldtrips and sporting events is it protected and returned? Can your school efficiently analyze and report on information in case of an outbreak or just to evaluate your nursing staff needs? From the business office, the health center is easy to overlook. Discover how hidden liabilities and inefficiencies can be uncovered by knowing more about your health records. Learn how to evaluate and reduce your school's liability as well as show diligence in medical information privacy. Examine the role of technology in decreasing redundancy and preventing confidential information from becoming exposed.
More Than a Promise: Accounting for Contributions
Dean Quiambao, Senior Audit Manager, Armanino McKenna LLP
One of the most sensitive areas in accounting practice is how to accurately account for contributions and promises to give. You'll walk away from this session with the information you need to properly and accurately account for these situations. Learn how to identify "conditions," evaluate conditional vs. unconditional promises, establish appropriate allowances for doubtful promises, calculate discounts on multi-year promises, evaluate collectability, and compute what discount rate to use under new fair value measurement standards.
The Next Generation of Boarding School Risks
Arthur Diaz, Chief Financial Officer, Pomfret School
Chris Duble, Senior Vice President, Fred C. Church Insurance
You have survived the worst decade ever of educational institution risk and risk events; what new risks are facing us now? How will our worsening litigious environment, financially-pinched and seemingly more entitled-feeling students and families, and overwhelming compliance issues define the next generation of boarding school risk? How can we use the risk management lessons learned in the past 10 years to effectively deal with issues such as eight-figure lawsuits, cyber risk, donor lawsuits, environmental risks and workers compensation claims deterioration? Learn about the next generation of risks and discover strategies to prepare for them.
NASBA Information
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.