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.

Unless otherwise noted, all webinars take place at 3:00 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.
Sponsor

This series is presented with generous support from Blackbaud.

Fall Webinar Series

Special Add-On Webinar

Fall COVID Management: Your Questions Answered

We started the summer optimistic about recovery from the COVID-19 pandemic, as vaccinations were becoming widespread and public life seemed to be returning to normal. But, as students and employees return to full campuses for the first time in months, the rise of a more infectious variant of coronavirus, the inability for children under 12 to be vaccinated and other issues have introduced new challenges for schools. Addressing these necessitates constant monitoring of evolving COVID-19 legislation, policies and protocol. Bring your questions to this open town hall session to be moderated by NBOA’s chief learning officer with a panel of experts including NBOA’s legal counsel as well as scientists from Environmental Health and Engineering, who authored NBOA's Pandemic Field Guide. We’ll explore the practices, policies and legal issues surrounding COVID management during this third pandemic-impacted school year.

Learning Objective: Participants will learn methods and information to allow them to conduct in-person learning during the COVID-19 pandemic.

CPE Credit

Field of Study: Business Organization and Management
Delivery Method: Group Internet Based
Program Level: Basic

Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1.2

HRCI Credit

Recommended HRCI Credits: 1.0
HRCI Category: HR General

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: HR Expertise

Presenter(s)

Speaker

Kathleen Brown, Sc.D., Senior Scientist, Environmental Health & Engineering Inc.

Kathleen Brown, Sc.D., is a senior scientist at Environmental Health & Engineering. Her extensive exposure assessment work includes evaluations of potentially contaminated building materials, air, soil and drinking water — and preparing health risk assessments for these exposures. Having worked in city government, Brown brings a practical understanding of financial and staffing constraints when planning implementation of environmental and public health policies. As a top analyst, she helps organizations assemble and process data to serve compliance requirements and builds in straightforward steps to complete performance reviews and annual updates. She is also an elected member of the board of health for the town of Needham, MA.

Speaker

Jennifer Hillen , CPA, CGMA, Chief Learning Officer, National Business Officers Association

Jennifer Osland Hillen, CPA, CGMA, is NBOA's chief learning officer. She serves as a strategic partner to the president and CEO and leads the staff team charged with delivering the association’s broad and diverse portfolio of programs, industry guidance, and resources to members and constituents across multiple delivery channels, including many partnerships with other associations serving independent schools. She serves the NBOA Board of Directors’ Diversity, Equity & Inclusion task force and leads NBOA’s volunteer Business Officers Council, in addition to serving as a subject-matter expert on finance, accounting, tax, and other independent school business, operations, governance, and legal matters important to independent school practitioners and leaders. Hillen also serves on the teaching faculty for the Master of Education in Independent School Leadership program at Vanderbilt University’s Department of Leadership, Policy & Organizations at Peabody College.

Speaker

Grace H. Lee Esq., NBOA Legal Counsel and Partner, Education Practice, Venable LLP

Grace H. Lee is a partner with Venable, LLP in the labor and employment practice. Lee has extensive experience helping schools implement compliant policies and adopt preventative strategies, and she has defended schools against claims regarding employment discrimination, harassment, retaliatory discharge, and wage and hour violations before administrative agencies and federal and state courts. She currently serves as NBOA’s legal counsel. Lee holds a J.D. from The George Washington University Law School and a B.A. from Northwestern University.

Speaker

Brittany Schwartz, Staff Scientist, Environmental Health & Engineering Inc.

Brittany Schwartz is a staff scientist at Environmental Health & Engineering. In her role in the analytics division, Schwartz ‘s projects include data management, document review, literature searches and quality control. She supported the opening and operation of summer camps during the pandemic through coordination with medical experts and resource development for camp administrators.

Speaker

Will Wade, Principal Consultant, Environmental Health & Engineering Inc.

Will Wade leads multidisciplinary teams in the education and commercial division to solve a broad range of industrial hygiene and environmental challenges at Environmental Health & Engineering. He has extensive expertise managing assessments involving indoor environmental quality, mold, moisture, fire damage and hazardous building materials. Wade is an expert in workplace exposure assessment design, measurement strategies and data analysis. He also conducts risk assessments, develops risk communications, and leads staff training sessions. Throughout the COVID-19 pandemic, Wade has worked extensively with independent schools and universities across the country to provide guidance documents, presentations, and ongoing support.

Understanding Tuition Discounting: A Key to Financial Sustainability

Tuition discounting is a strategy independent schools use to increase affordability and accessibility; expand the socioeconomic diversity of their student body; attract and enroll top tier or highly mission-aligned students; or attract and retain high-quality faculty and staff when discounting takes the form of tuition remission. Unmonitored and steadily increasing discounting, however, can have a lasting impact on a school’s financial health. Learn about the research findings from NBOA’s 2021 Tuition Discounting Report for PK–12 Independent Schools from its authors. In addition, Mark Mitchell, NAIS vice president and NBOA board member, will draw upon his expertise regarding PK–12 financial aid administration and reflect on the trends uncovered in this analysis. Presenters will discuss the role of data in informing intentional tuition setting and tuition discounting processes.

Learning Objective: Participants will learn about the role of data in informing intentional tuition setting and tuition discounting processes within their school.

CPE Credit

Field of Study: Finance – Technical
Delivery Method: Group Internet Based
Program Level: Basic

Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1.2

HRCI Credit

Recommended HRCI Credits: 1.0
HRCI Category: HR Business

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: Business

Presenter(s)

Speaker

Elizabeth Dabney, Director, Research and Data Analysis, National Business Officers Association

Elizabeth Dabney is NBOA’s director, research, and data analysis. She oversees the development, planning and management of industry research collected in NBOA’s data collection platform, Business Intelligence for Independent Schools (BIIS), and serves as an expert on independent school research. Prior to joining NBOA, Dabney served for seven years as the director, research and policy analysis at the Data Quality Campaign, a nonprofit education policy and advocacy organization.

Speaker

Mark J. Mitchell, Vice President, National Association of Independent Schools

Mark Mitchell is vice president at NAIS. He has spent more than 20 years supporting K-12 schools and other organizations in the effective administration of financial aid programs to improve the accessibility, affordability, and socio-economic diversity of independent schools. Mitchell has published widely and is also a member of the NAIS Strategy Lab team. An alumnus and past trustee of Moorestown Friends School in New Jersey, he is currently a trustee of NBOA and Lowell School in Washington, D.C., and is a member of the Advisory Board for the National Partnership for Educational Access.

Speaker

James Palmieri, Ed.D., Executive Vice President, National Business Officers Association

James Palmieri, Ed.D., is NBOA’s executive vice president. He serves as a partner to NBOA’s President and CEO in carrying out strategic initiatives as directed by the NBOA strategic plan, and he supports program and product expansion in partnership with members of the senior staff. Prior to joining NBOA, Palmieri served for five years as assistant head of school at Trinity Hall, an all-girls high school, and director of strategic initiatives and faculty at Kent Place School, a nursery-grade 12 all-girls day school in New Jersey.

Higher Revenue at Lower Risk: Innovative Auxiliary Programs Strategies

After two years of disrupted summer and after school programming, what does the future of independent school auxiliary programming look like? Business officers are counting on the return and growth of auxiliary revenue, but what are the best strategies to achieve that critical goal? Three experienced auxiliary leaders will provide a series of strategies for maximizing your net revenue, minimizing risk, and meeting the rapidly shifting market opportunities. Specific topics addressed will include program development, strategic priorities, personnel management, leadership structures and summer program market shifts. Using data from recent SPARC surveys, we will share recent trends in auxiliary programming, enrollment, budgeting, and leadership. Join us in taking a comprehensive view of your auxiliary programs to better plan for the summer of 2022.

Learning Objective: Participants will take a comprehensive view of their auxiliary programs to better plan for the summer of 2022.

CPE Credit

Field of Study: Business Management and Organization
Delivery Method: Group Internet Based
Program Level: Basic

Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1.2

HRCI Credit

Recommended HRCI Credits: 1.0
HRCI Category: HR Business

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: Relationship Management

Presenter(s)

Speaker

Karen McCann McClelland, Director of Auxiliary Programs, Sidwell Friends School

Karen McCann McClelland is director of auxiliary programs at Sidwell Friends School in Washington, DC. She oversees facility rentals, before and after school care programs, transportation, and summer programs at Sidwell Friends. A recognized thought leader, she brings over 25 years of experience in creating profitable and mission-driven auxiliary programs within independent schools.

Speaker

Bob Rojee, Director of Auxiliary Programs, The Wheeler School

Bob Rojee is the Director of Auxiliary Programs at the Wheeler School, a nursery-grade 12 day school in Providence, Rhode Island. He has worked for two independent schools over the past ten years. With over 25 years of organizational experience in both not-for-profit and for-profit, including a start-up sports/recreation business, he is a recognized leader in the independent school auxiliary programming community. Rojee also serves on the Advisory Board of SPARC, the Summer Programs and Auxiliary Revenue Collaborative.

Speaker

Nat Saltonstall, Executive Director, SPARC (Summer Programs and Auxiliary Revenue Collaborative)

Saltonstall is the founder and executive director of SPARC, the Summer Programs and Auxiliary Revenue Collaborative, which serves independent schools and their auxiliary program leaders with professional development opportunities and resources that advance their auxiliary programming. Over the past 30 years, he has developed and directed high performing summer and auxiliary programs at multiple independent schools while also providing targeted guidance to others through his consulting services.

Financial Aid Trends That Will Inform the Year Ahead

The economic waves set off by the pandemic in 2020 will continue to impact the private school financial aid landscape for years to come. As we enter the third COVID-impacted school year, schools can use financial aid analysis of last year’s applications to inform their financial aid budgets in the upcoming season. Presenters will provide insights on family, applicant, and award data, and suggest how school leaders can use this information to forecast financial aid budget dollars and family demand.

Learning Objective: Participants will learn about financial aid trends and ongoing impacts of the pandemic, which they can apply to analyze their school data, forecast budgets, and develop strategies and processes that support a healthy and sustainable financial aid program in the upcoming season.

CPE Credit

Field of Study: Economics – Technical
Delivery Method: Group Internet Based
Program Level: Basic

Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1.2

HRCI Credit

Recommended HRCI Credits: 1.0
HRCI Category: Business

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: Business Acumen

Presenter(s)

Speaker

Alisa Evans, Founder and Managing Partner, Mission Enrollment Strategy Solutions, LLC

Alisa Evans is founder and managing partner at Mission Enrollment, which works with more than 45 independent schools across the U.S. to process financial aid applications. With more than 20 years of experience in independent schools and higher education institutions, she helps schools deliver aid programs and use financial aid tools that provide every child with an equal opportunity to receive an excellent education. She resides in Redlands, California.

Speaker

Anita Harper, Senior Account Manager, Community Brands

Anita Harper has worked with more than 1,800 K-12 schools in different roles over the past 15 years. She is now a senior account manager with Community Brands, which owns the School and Student Services (SSS) financial aid platform. She currently sits on the financial aid committee and admissions board of an independent school. Before her time at Community Brands, she worked as a national director at NAIS. She resides in Minneapolis, Minnesota.

The Essentials of Cryptocurrency and Digital Transformation

Cryptocurrencies are becoming more mainstream, and some independent schools are already tapping them. Is your school prepared to work with cryptocurrency or respond to donors or parents who want to use it? Learn about the latest changes in technology and digital strategy that will help your school take advantage of this new type of exchange. Benefits include bringing in new donors, increased transparency, and lower transaction costs.

Learning Objective: Participants will learn about the benefits of blockchain cryptocurrency for independent schools, including increasing transparency, impact on a donor base, and lower transaction costs.

CPE Credit

Field of Study: Finance – Technical
Delivery Method: Group Internet Based
Program Level: Basic

Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1.2

HRCI Credit

Recommended HRCI Credits: 1.0
HRCI Category: HR Business

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: Business Acumen

Presenter(s)

Speaker

Noah Buxton, Managing Director, Blockchain and Digital Assets Practice, Armanino LLP

Noah Buxton leads Armanino’s blockchain and digital assets practice, and has more than 10 years of audit, legal, IT and regulatory compliance experience. Buxton is also a member of the Information Systems Audit and Control Association, the American Institute of Certified Public Accountants, the California Bar Association, and International Association of Privacy Professionals. He holds certifications for the Linux Foundation's Hyperledger permissioned blockchain and is a certified HITRUST CSF practitioner.

Speaker

Kathy Ferguson, Audit Senior Manager, Armanino LLP

Kathy Ferguson is a nonprofit senior audit manager at Armanino. She has over 19 years of accounting and auditing experience, with a focus on nonprofit entities. Ferguson provides guidance on best practice recommendations and the proper reporting and presentation of financial statements. She holds a B.A. in accounting from Texas A&M Commerce and is a member of the AICPA and the Texas Society of Public Accountants.

Speaker

Dean Quiambao, Chief Relationship Builder, Armanino LLP

Dean Quiambao is a business development partner and chief relationship builder with Armanino. For more than 20 years, he has helped independent schools across the country address their tax, audit, and outsourced accounting needs. Quiambao is a frequent speaker for private school associations, including NBOA, Cal-ISBOA, PAISBOA, FCIS and MISBO. He holds a B.S. in managerial economics from University of California, Davis and attended De La Salle High School in Concord, California. He maintains his membership within the American Institute of CPAs, California Society of CPAs, and the National Business Officers Association (NBOA).

Successful Mergers and Partnerships: Legal and Cultural Considerations

Mergers, acquisitions, joint ventures, collaborations, and shared revenue sources continue to be developing areas in independent schools. After the contracts are signed and transactions complete, what are the next steps in the process of bringing communities together, aligning leadership, and setting shared policies and priorities? Learn what factors need to be considered to ensure a smooth transition in manner that is legally compliant while being mindful of unique histories, culture, and mission of each school.

Learning Objective: Participates will learn the next steps in the process of bringing communities together, aligning leadership, and setting shared policies and priorities with mergers.

CPE Credit

Field of Study: Business Law
Delivery Method: Group Internet Based
Program Level: Basic

Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1.2

HRCI Credit

Recommended HRCI Credits: 1.0
HRCI Category: HR General

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: HR Expertise

Presenter(s)

Speaker

Grace H. Lee Esq., NBOA Legal Counsel and Partner, Education Practice, Venable LLP

Grace H. Lee is a partner with Venable, LLP in the labor and employment practice. Lee has extensive experience helping schools implement compliant policies and adopt preventative strategies, and she has defended schools against claims regarding employment discrimination, harassment, retaliatory discharge, and wage and hour violations before administrative agencies and federal and state courts. She currently serves as NBOA’s legal counsel. Lee holds a J.D. from The George Washington University Law School and a B.A. from Northwestern University.

Speaker

Caryn Pass, Chair, Education Practice, Venable LLP

Caryn Pass has represented independent schools for over 25 years. As chair of Venable’s Education Practice, she advises over 200 schools nationwide on a wide range of legal issues. She tracks trends specific to independent schools and develops industry best practice. She works with schools on legal issues raised by students, parents, employees, trustees, donors, alumni, neighbors, and vendors by establishing policies, procedures, and strategies that promote positive working and learning environments while limiting potential liability exposure. She regularly presents at NBOA and NAIS annual conferences and regional and professional associations.

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

Cover of Supplement to Operating Guidance for Independent School Pandemic Management

Just Released: 2021 Supplement to NBOA's COVID-19 Field Guide

As the COVID-19 pandemic evolves and restrictions loosen, NBOA, in consultation with engineers and industrial hygienists from Environmental Health & Engineering (EH&E), has produced a Supplement to Operating Guidance for Independent School Pandemic Management to help guide schools in planning for the 2021-22 school year. This update covers the latest research on the spread of COVID-19 and virus variants, vaccines that protect against the virus, and practices to mitigate risk on school campuses.

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