CPE Information

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Monday, June 21, 2021

Welcome & Leadership Introduction
2:00 - 2:30 pm
Learning Objective: Attendees will discuss how the role of the business officer is a leader in their school.
Field of Study: Personal Development
Recommended CPE: 0.5

The Role of the Business Officer
2:30 - 3:20 pm
Learning Objective: Attendees will be introduced to a business officer's specific areas of responsibility, as well as how to manage the internal and external relationships and challenges faced daily.
Field of Study: Personal Development
Recommended CPE: 1.0

Accounting & Audit
3:30 - 4:20 pm
Learning Objective: Attendees will be able to identify different areas of responsibility, including annual budget, cash reserve and debt management, and preparing financial statements.
Field of Study: Finance
Recommended CPE: 1.0

Endowment, Development, & Advancement
4:30 - 5:20 pm
Learning Objective: Attendees will review what they need from the development office, along with the importance of developing a solid relationship with their development director.
Field of Study: Finance
Recommended CPE: 1.0

Tuesday, June 22, 2021

Employment Law
2:00 - 3:00 pm
Learning Objective: Attendees will review and discuss key areas of employment law to include background checks, hiring and termination, and documentation policies.
Field of Study: Business Law
Recommended CPE: 1.0

Risk Management
3:10 - 4:00 pm
Learning Objective: Attendees will review and discuss the basic areas of risk management, including employee practices, insurance policies, student programs, security, compliance, and communication during an emergency.
Field of Study: Management Services
Recommended CPE: 1.0

HR & Payroll 
4:10 - 5:00 pm
Learning Objective: Attendees will review and discuss the function of human resources in an independent school, including payroll, job descriptions, employee handbooks, and more.
Field of Study: Personnel/Human Resources
Recommended CPE: 1.0

Wednesday, June 23, 2021

Auxiliary Programs
2:00 - 3:00 pm
Learning Objective: Attendees will explore the various components of auxiliary services and be introduced to tools that will enable them to strategically assess the management of their programs. This will include strategic goals, asset inventory, and capacity analysis.
Field of Study: Personal Development
Recommended CPE: 1.0

Technology & Physical Plant
3:10 - 4:00 pm
Learning Objective: Attendees will be introduced to their role in managing cyber security and the components of running a physical plant.
Field of Study: Information Technology
Recommended CPE: 1.0

Leadership & Governance
4:10 - 5:00 pm
Learning Objective: Attendees will review the role of the business officer and the board along with their respective duties - including fiduciary, compliance with duty of care, confidentiality, and more - along with best practices in meeting policies and procedures.
Field of Study: Personal Development
Recommended CPE: 1.0