During the school year, NBOA conducts a series of webinars on Thursdays. Our goal is to bring you the latest information that is most relevant to your job as an independent school professional, in an easy and accessible format.

All webinars take place at 4:00 PM ET and are FREE to NBOA Members and $89 for nonmember schools. To learn more about these presentations, as well as the system requirements to attend, please see our Webinar FAQs.

Questions? Contact Rini Sarmaroy at rini.sarmaroy@nboa.org or call 202-407-7139.

Watch Past Webinars
This service is available to NBOA members only.

Spring Webinar Series

Correcting Operational Errors in Your School's Retirement Plan

How do you get back on track when you make a mistake in the operation of your school's retirement plan? This webinar will cover your options for correcting operational errors along with the potential costs and pro/cons of each option. Learn about these and other key topics:

  • Common operational mistakes
  • Correction systems: IRS: EPCRS, SCP, VCP, Audit Cap. DOL: VFCP, DFVCP. What do all the acronyms mean?
  • How quickly should you correct a mistake? How far back in time do you need to go if the error has been happening for a long time?
  • How much will a correction cost? What are lost earnings, and when do they apply?
  • What notifications are you obligated to provide to employees?
  • When should you involve an ERISA attorney?

Learning Objective: Participants will learn about the rules governing 403(b) plans and ways to ensure their schools are in compliance.

Field of Study: Management Services
Delivery Method: Group Internet-Based (Live)
Program Level: Basic
Prerequisites: None
Advanced Preparation: None

Recommended CPE Credits: 1.0
SHRM PDC Credit: 1.0
SHRM BoCK: Ethical Practices

Presented by:


Gary W. Mauger, CEBS, Managing Partner, New Pinnacle Consulting Group, LLC

With more than 30 years of experience in all aspects of retirement plans, Gary Mauger is a founding partner of New Pinnacle Consulting Group. Prior to this, he held many senior level positions in his 20-year career at TIAA, including serving as senior vice president for pension operations and director of corporate projects. Mauger served on the Board of Directors for TIAA Life Insurance Company, on the University of Colorado at Denver College of Business Advisory Board, and currently serves as Vice President and Board Member of the Carolinas CEBS Chapter.


Evan Giller, Of Counsel, Boutwell Fay LLP

Evan Giller has worked in the field of employee benefit law and ERISA for over 30 years, specializing in the retirement and deferred compensation plans of tax-exempt organizations, governmental employers and churches and church-controlled organizations. He has extensive experience advising employers and plan service providers on a wide range of retirement plan issues, including plan design, plan documents, operational issues, corrections and fiduciary responsibility, and has particular expertise regarding 403(b) and 457 plans.

A Partnership for Success: Auxiliary Programs and the Business Office

The Evergreen School has a thriving auxiliary program grossing over $1,000,000, including a summer program, after school classes, before and after care, and an infant toddler program. In 2013, turnover in the business office changed the way "things were always done." In this webinar, find out how business office and auxiliary professionals from The Evergreen School collaborated with other departments to keep these programs running, growing, and profiting. Learn strategies to increase collaboration and understanding between various school divisions and constituencies to improve your bottom line.

Learning Objective: Participants will learn ways to enhance collaboration and understanding between departments for the improvement of their auxiliary program's bottom line, even if there are different operational styles and objectives.

Field of Study: Specialized Knowledge
Delivery Method: Group Internet-Based (Live)
Program Level: Basic
Prerequisites: None
Advanced Preparation: None

Recommended CPE Credits: 1.0
SHRM PDC Credit: 1.0
SHRM BoCK: Communication

Presented by:


Debra Lee-Rizzi, Chief Financial Officer, The Evergreen School

Debbie Lee-Rizzi has worked to ensure Evergreen's financial health since 2013. Previously, she spent 10 years managing the finances of independent schools in Hawaii and Virginia. In addition to her job as CFO, Lee-Rizzi works on a variety of school sustainability efforts, wellness programs and helps out in school-wide events where needed.


Danielle Ladd, Director of Special Programs, The Evergreen School

Danielle Ladd is director of Evergreen's child care and summer programs, as well as the school's safety and health lead administrator. She has been in the field of child care and recreation for nearly 30 years.


CPE Credit

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.nasbaregistry.org.


SHRM Credit

NBOA is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). Each webinar is valid for 1 PDC. For more information about certification or recertification, please visit www.shrmcertification.org.


HRCI Credit

NBOA is registered with the Human Resources Certification Institute (HRCI) as a sponsor of continuing professional education. Webinars that have met the HR Certification Institute's criteria to be pre-approved for recertification credit will be noted above. The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program.


BOI 2018

Register for Business Officer Institute by May 6 and Save

Join NBOA for a 5-day immersion into the independent school business office this summer at the Business Officer Institute, June 18-22 at the Moses Brown School in Rhode Island. Participants will make valuable connections, learn more about the current issues facing independent schools, and get hands-on training in accounting and finance, human resources, facilities and technology. Early bird rate expires May 6.

Recent Discussions