Webinars

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? Please email programs@nboa.org or call 202-407-7140.

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

Fall Webinar Series

Key Financial Indicators of Sustainability for Independent Schools*

*This webinar was formerly titled Markers of Sustainability from BIIS Champions

NBOA’s new data collection platform, BIIS (Business Intelligence for Independent Schools), lets independent school business officers benchmark their schools’ sustainability metrics and the key ratios that support them, as well as gain additional insights from the performance of their peers. In this webinar, Dr. Harry Bloom, BIIS developer and senior vice president of client solutions at Measuring Success, and Mary Kay Markunas, NBOA’s director of research and member resources, will discuss the rationale behind the key strategic markers of sustainability and their underlying ratios in BIIS. They will also explore case studies of NBOA member schools that have successfully leveraged the BIIS platform to plan for and achieve top performance as measured by these markers.

Learning Objective: After viewing this webinar, attendees will be able to define the key strategic markers of sustainability and their underlying ratios in the BIIS platform. Attendees will also learn how to use these markers to track their own school’s sustainability.

CPE Credit

Field of Study: Specialized Knowledge
Delivery Method: Group Internet Based
Program Level: Basic

Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1.0

HRCI Credit

Recommended HRCI Credits: 1.0
HRCI Category: Business

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: Business Acumen

Presenter(s)

Speaker

Dr. Harry Bloom, Senior Vice President of Client Solutions, Measuring Success

Dr. Harry Bloom is senior vice president of client solutions for Measuring Success. His for‐profit experience includes brand and product management at Procter & Gamble and General Electric and management consulting with McKinsey & Company. In his independent school work, Dr. Bloom has developed and implemented a number of marquee programs involving recruitment and retention, governance and fundraising, and financial benchmarking and financial re-engineering. These programs have helped more than 100 independent schools enhance revenue, increase efficiency and strengthen their sustainability. He has also conducted and published independent school and nonprofit governance research into practices that predict financial and educational success. Dr. Bloom has been a featured presenter at conferences for NBOA, the Independent School Association of the Central States, the New York State Association of Independent Schools, and the California Business Officers Association.

Speaker

Mary Kay Markunas, Director, Research and Member Services, NBOA

As NBOA’s director, research and member resources, Mary Kay Markunas has more than 25 years of experience supporting management teams in independent schools and Fortune 100 companies. In her current capacity, she manages all of NBOA's research efforts and surveys, teaches through the various NBOA professional development channels, and supports online resources. Prior to joining NBOA, Markunas served as the director of finance and operations at The Avery Coonley School for 12 years. Before working in independent schools, she worked in both corporate finance and engineering consulting. She holds a B.S. from Purdue University and an M.B.A. from the University of Michigan.

Concussion Risk Management and Return-to-Learn/Play Protocol

Concussion injuries remain a hot topic in the United States, impacting organizations ranging from professional sports organizations to elementary schools. Accordingly, concussion-related claims and lawsuits have emerged nationwide as both a safety issue for students and a risk area for schools across all levels of sports. Millions of dollars in damages have been awarded in sports clubs and schools alike, and this type of injury is only expected to become more prevalent. This webinar will provide an overview of recent concussion-related litigation, current trends and practical steps for schools to mitigate concussion-related risks. Topics covered will include concussion prevention, post-concussion safety measures, return-to-learn and return-to-play protocols, key personnel involvement and more.

Learning Objective: After viewing this webinar, attendees will gain an understanding of escalating concussion-related litigation across the country, as well as practical steps schools can take to mitigate concussion-related risks for the safety of their students.

CPE Credit

Field of Study: Specialized Knowledge
Delivery Method: Group Internet Based
Program Level: Basic

Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1.0

HRCI Credit

Recommended HRCI Credits: 1.0
HRCI Category: HR General

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: Ethical Practices

Presenter(s)

Speaker

Brian Rodriguez, Chief Financial Officer, Trinity Christian Academy

Brian Rodriguez is chief financial officer for Trinity Christian Academy, a preK-12 private Christian school in Addison, Texas. Prior to joining TCA in 2014, he was an executive for numerous public and private companies in various industries, including software/technology, financial services, biotechnology and energy. He has provided consulting in the areas of internal controls, process design/reengineering and financial reporting, with client companies ranging from startups to Fortune enterprises. Rodriguez began his career in 1993 in the business assurance practice at PricewaterhouseCoopers (formerly Coopers & Lybrand) in Dallas. He has a bachelor’s in business administration from Texas A&M University and has been a certified public accountant in the state of Texas since 1995.

Speaker

Julie Brown, Director of Human Resources and In-House Counsel, Trinity Christian Academy

Julie H. Brown is general counsel and director of human resources for Trinity Christian Academy, a preK-12 private Christian school in Addison, Texas. She advises senior leadership on a wide variety of legal matters, including employment, corporate governance, media, contract, privacy, security, immunity, HIPPA, worker’s compensation, ACA and OSHA. In addition, she drafts policies and procedures that impact academics as well as athletics, IT, admissions, facilities and development. Brown received her bachelor of arts degree from Baylor University and her juris doctor degree from Baylor University School of Law. After law school, she worked as a trial attorney for Cowles & Thompson, L.L.P., then became a partner at Miller & Brown, L.L.P., where she represented large corporations on complex commercial matters. She is a member of the Dallas and State of Texas Bar Associations.

Preparedness Without Paranoia: Where Security Sense is Common Sense

With the uptick in school-related violence, preparedness is essential to ensuring our schools remain safe and secure learning communities for faculty, staff and students. Education, engagement and empowerment are the keys to preparedness for when an ordinary day turns, unexpectedly, extraordinary. In this webinar, experts from Kiernan Group Holdings, a firm specializing in risk identification and mitigation, including a former Homeland Security officer, will discuss the work they've done with an independent school to develop a tailored approach to security based on a soft target-large crowd threat assessment. They will also discuss strategies to educate, engage and empower the faculty and staff on this approach.

Learning Objective: After viewing this webinar, attendees will be able to define a broad educational and physical security strategy for their school’s active shooter preparedness programs, in addition to other safety threats.

CPE Credit

Field of Study: Specialized Knowledge
Delivery Method: Group Internet Based
Program Level: Basic

Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1.0

HRCI Credit

Recommended HRCI Credits: 1.0
HRCI Category: HR General

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: Leadership and Navigation

Presenter(s)

Speaker

Dr. Kathleen Kiernan, chief executive officer and founder, Kiernan Group Holdings

A career law enforcement and intelligence community professional, Dr. Kathleen Kiernan is the founder and CEO of Kiernan Group Holdings (KGH), a company built by practitioners, for practitioners who bring a common-sense approach to the most complex problems confronting society. An educator at heart, Dr. Kiernan believes that the first line of defense is always a prepared individual, from the classroom to the boardroom. She has delivered operational and educational capabilities across the globe and developed a methodological based approach to the resiliency cycle at an individual and organizational level.

Speaker

Todd Veazie, Chief Operation Officer, Kiernan Group Holdings

Todd Veazie has over three decades of experience leading large and small teams as a Naval Special Warfare (SEAL) officer. As chief operating officer at KGH, he continues to deliver evidence-based, multi-disciplinary solutions to complex problems facing citizens, businesses and public servants. Previous positions include chief, Counter Terrorism Assessments Group, National Counterterrorism Center, where he led a Congressionally-directed mission to support national policymakers’ strategic choices by rigorously challenging critical assumptions about terrorism and counterterrorism. As executive director of Joining Forces in the Office of the First Lady at the White House, he led a national call-to-action that fostered action-oriented public-private partnerships to improve the lives of veterans and military-connected families. Veazie speaks frequently on topics of servant leadership, national security and complex adaptive systems applications.

Speaker

Richard Swengros, Chief Global Engagement Operations, Kiernan Group Holdings

Richard Swengros served for more than 41 years in the Army and Department of Homeland Security. At KGH, he helps develop and manage active threat preparedness education programs, soft target assessment and training, and security and risk management services. A retired Army Military Police Colonel who held numerous leadership positions including brigade commander, he specializes in law enforcement, security and risk management, training, strategy, and organizational and leader development. In leadership positions at the Federal Protective Service, he managed the protection of nearly 9,000 federal facilities and designed, conducted and evaluated training and professional development involving active shooter awareness. A published author, Swengros has led panel presentations for the American Society of Industrial Security and served on the DHS Interagency Security Committee. Through diligent understanding of threat behaviors and a preparedness mindset, he believes that people can and do make a security difference no matter what natural or man-made threats occur.

The Future of Financial Aid: Is it Dead?

Net tuition revenue is the single most important indicator of an independent school’s financial health, and financial aid is the most significant tuition offset for most schools. With the cost of tuition rising faster than the average family income, affordability pressures facing families across the economic spectrum are challenging the way independent schools think about their financial aid processes. Moreover, with increasing demand from higher-income families, schools seem to be moving from offering financial aid as a means of "access" for the neediest to a model of "affordability" for wealthier applicants in order to maximize tuition revenue and fill seats. If schools are unable to assist the neediest families, and with a growing trend to stop using the term “financial aid” at all, does this mean that financial aid is dying? This webinar will provide a look at how trends in financial aid models have shifted over time, dynamics impacting the shift, and steps schools can take with respect to the implications of the new affordability and accessibility landscape.

Learning Objective: After viewing this webinar, attendees will learn to analyze current trends in financial aid and strategize ways their school can respond to these trends to improve their bottom line.

CPE Credit

Field of Study: Specialized Knowledge
Delivery Method: Group Internet Based
Program Level: Basic

Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1.0

HRCI Credit

Recommended HRCI Credits: 1.0
HRCI Category: Business

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: Business Acumen

Presenter(s)

Speaker

Kristen Power, National Director of Business Development, Enrollment Management Association

Before joining The Enrollment Management Association in 2018, Kristen Power served as general manager for School and Student Services (SSS), a financial aid needs assessment tool among independent schools. Prior to joining SSS by NAIS, she was vice president of business development at prepGATE by First Marblehead Corporation, a student loan program serving the private primary and secondary school market. A longtime industry expert on financial aid and the marketplace, Power has traveled the country presenting to independent schools, associations and trustees. In addition to working with independent schools, she is a trustee at Oxford Academy in Connecticut. An independent school parent, her daughters are enrolled in fifth and seventh grades at Berwick Academy in Maine.

Speaker

Mark Mitchell, Vice President, NAIS

Mark Mitchell oversees access and affordability services at NAIS, where he manages special projects for effective administration of tuition pricing strategies and financial aid programs. He is a frequent presenter at local, state, regional, national and international conferences on tuition pricing, affordability, demographic and income trends, as well as on school financial aid policy and practices. He has authored articles, book chapters and blogs on independent school education financing and financial aid strategies. Mitchell has a B.S. from Northwestern University, where he served as assistant director of financial aid. In more than 20 years of financial aid experience, he also worked as coordinator of new student financial aid at Lake Forest College and as an account executive for Access Group, Inc., which specializes in graduate student education financing. He is a trustee of the Enrollment Management Association, and a member of the Advisory Board for the National Partnership for Educational Access. He is also an alumnus and past trustee of Moorestown Friends School (New Jersey).

CPE

CPE 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.nasbaregistry.org.

SHRM

SHRM Information

NBOA is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). Webinars that have met SHRM's criteria to be pre-approved for recertification credit will be noted above. For more information about certification or recertification, please visit www.shrmcertification.org.

HRCI

HRCI Information

NBOA is a recognized provider of recertification credits. Webinars that have met the HR Certification Institute's criteria to be pre-approved for credit towards aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification will be noted above.

Featured

Business Intelligence for Independent Schools (BIIS)

BIIS is Now Open for Data Collection

Get a comprehensive look at your school's financial health, sustainability and staffing compared to similar schools in a national data set by participating in NBOA's signature, one-stop data-collection tool, BIIS, now open for data collection through October 26.

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