CPE Information

2021 Business Office Team Intensive

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Monday, June 14, 2021

The Anatomy of Happy, High-Functioning Teams
2:30 - 3:30 pm
Learning Objective: Attendees will leave this session with an understanding of how to connect through trust, skills to improve intuitive listening abilities, and a simple format for better collaboration.
Field of Study: Personal Development
Recommended CPE:
1.0

Tuesday, June 15, 2021

So You Want to Prepare a Records Management & Retention Plan... But Where Do You Start?
2:00 - 2:50 pm
Learning Objective: Participants will walk through the process, value, and reasoning behind migrating to a digital records management plan.
Field of Study: Information Technology
Recommended CPE: 1.0

Financial Compliance for K-12 Schools
3:00 - 3:50 pm
Learning Objective: Participants will gain a clear understanding of their compliance requirements in relation to their payment processing.
Field of Study: Specialized Knowledge
Recommended CPE: 1.0

Wage and Hour Compliance Challenges Facing Independent Schools
4:00 - 4:50 pm
Learning Objective: Participants will review the ways that FLSA applies to the varied roles that exist within an independent school.
Field of Study: Specialized Knowledge
Recommended CPE: 1.0

Wednesday, June 16, 2021

Revamping Your Chart of Accounts
2:00 - 2:50 pm
Learning Objective: Participants will review ways to improve their chart of accounts, which may be affected by updated reporting standards.
Field of Study: Accounting
Recommended CPE: 1.0

The Expectation of Privacy - HIPAA, Unauthorized Disclosures, and More
3:00 - 3:50 pm
Learning Objective: Attendees will learn how privacy disclosures can impact their school, as well as steps to avoid them.
Field of Study: Specialized Knowledge
Recommended CPE: 1.0

Ethics in Independent Schools
4:00 - 4:50 pm
Learning Objective: Participants will learn how to navigate potentially difficult and harmful conversations and decisions through the real-life scenarios presented.  
Field of Study: Behavioral Ethics
Recommended CPE: 1.0