ummaries

Effective Feedback

Speaker(s): Tyler Enslin

Date/Time: Wednesday, October 22, 2025 2:00PM 

Program Description: Creating a culture that embraces frequent candid feedback is essential to the growth of both individuals and organizations. Without it, productivity falls, communication becomes ineffective, and ultimately employee engagement and retention suffer. Although these facts are well known, many still avoid feedback because it can by nature be uncomfortable or even feel personal at times. In this highly interactive training participants will be equipped with specific skills to deliver even challenging feedback in a way that is both effective and empathetic. Also attendees of this program will learn specific techniques to receive feedback in a way that allows them to manage their internal and external responses, and as a result gain value from each exchange. While this topic is of particular interest to those in leadership roles, the concepts discussed in this training are essential for employees of all levels to implement.

Learning Objectives: Participants will develop the skills to both deliver and receive candid feedback in ways that are effective, empathetic, and constructive, enabling stronger communication, improved engagement, and greater professional growth across all levels of the organization.

Field of Study: Personal Development

Delivery Method: Group Live

Program Level: Basic

Prerequisites: None 

Advanced Preparation: None

Recommended CPE: 2.5

HRCI Information: This program has been pre-approved for 2.5 HR (General) recertification credit hours toward aPHR®, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®).

SHRM Information: MISBO is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). For more information about certification or recertification, please visit www.shrmcertification.org.

SHRM BoCK: Communication, Relationship Management, Leadership & Navigation

SHRM PDC Credit: 2.5

Beyond the Sticker Price: Perceived Value, Affordability, and Maximizing Mission-Aligned Net Tuition Revenue

Speaker(s): Ari Betof /Christina Dotchin

Date/Time: Wednesday, October 22, 2025 2:00PM 

Program Description: In today’s competitive and uncertain landscape, how can independent schools align mission, enrollment strategy, and financial sustainability? This interactive workshop offers practical, data-informed strategies to help schools meet net tuition revenue and enrollment goals while building long-term financial health.Drawing on insights from the Enrollment Management Association’s (EMA) 2025 report An Independent School Education: Family Perceptions of Value and Affordability and the joint EMA-NBOA-NAIS 2022 Cost-Per-Enrollment Study, the session explores how family perceptions and institutional costs intersect.Designed for Heads of School, CFOs, and senior leaders, this session provides tools for tuition strategy, collaboration, and sustainable decision-making.

Learning Objectives: By the end of this session, participants will be able to apply practical, data-driven strategies to align mission, enrollment, and financial sustainability. They will be able to use insights on family perceptions, institutional costs, and tuition models to strengthen collaboration among school leaders and make sustainable financial decisions that support long-term success.

Field of Study: Statistics

Delivery Method: Group Live

Program Level: Basic

Prerequisites: None 

Advanced Preparation: None

Recommended CPE: 2.5

HRCI Information: This program has been pre-approved for 2.5 Business recertification credit hours toward aPHR®, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®).

SHRM Information: MISBO is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). For more information about certification or recertification, please visit www.shrmcertification.org.

SHRM BoCK: Business Acumen

SHRM PDC Credit: 2.5

Mastering Your Memory

Speaker(s): Tyler Enslin

Date/Time: Wednesday, October 22, 2025 5:00PM 

Program Description: The human brain possesses an incredible amount of power to store and recall information. Unfortunately most people are never taught how to fully access this ability. In this fun and highly engaging training, attendees will learn unique and exciting methods to increase their memory skills to extraordinary levels. Most importantly, this program teaches participants how to use these concepts in daily life. Instantly recalling people’s names, giving presentations without notes, increased focus, and improved mental organization are just a few of the practical benefits of this intriguing program.

Learning Objectives: By the end of this session, participants will be able to apply practical techniques to significantly enhance their memory skills and recall abilities. They will be able to use these methods in daily life to instantly remember names, deliver presentations without notes, improve focus, and strengthen mental organization, leading to greater confidence and effectiveness both personally and professionally.

Field of Study: Personal Development

Delivery Method: Group Live

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

Recommended CPE: 1

HRCI Information: N/A

SHRM Information: N/A

SHRM BoCK: N/A

SHRM PDC Credit: N/A 

Merging for Impact: Informing the Holistic Student Journey

Speaker(s): Michael Flanagan

Date/Time: Thursday, October 23, 2025 8:45AM 

Program Description: The Enrollment Management Association (EMA) and the Education Records Bureau (ERB) merger presents exciting possibilities for independent schools. Combining the complementary strengths of each organization has the potential to bridge the gaps between Admissions and Academics, unlocking unique insights, creating synergy, and transforming the student and family experience from enrollment through graduation.CEO Mike Flanagan will discuss how he’s leaning into his 30+ years in independent schools,  nonprofit association, and educational technology to unify these organizations and define the roadmap forward. Flanagan previously served as the CEO of Mastery Transcript Consortium (MTC) and as CEO of School and Student Services (SSS) at the National Association of Independent Schools (NAIS).

Learning Objectives: By the end of this session, participants will be able to understand the opportunities created by the EMA and ERB merger and how the combined strengths of these organizations can bridge the gaps between Admissions and Academics. They will be able to recognize strategies for creating synergy, enhancing the student and family experience, and applying leadership insights to support organizational transformation and long-term success.

Field of Study: Personal Development

Delivery Method: Group Live

Program Level: Basic

Prerequisites: None 

Advanced Preparation: None

Recommended CPE: 1

HRCI Information: N/A

SHRM Information: N/A

SHRM BoCK: N/A

SHRM PDC Credit: N/A 

Debt Duality: How to Finance Your Future

Speaker(s): David Adams/Nancy Lewis

Date/Time: Thursday, October 23, 2025 10:30AM 

Program Description: When you break it down, there are two basic forms of debt that an independent school will consider in its capital improvement funding: long-term and short-term. ‘Core Debt,’ is reserved for project financing that transforms a campus and will remain for some time. ‘Pledge Monetization Debt’ is used to advance funding during a major capital campaign. Both are valuable tools. But how do you know when to use which? How much of each? How to determine the optimal integration of the two? Where do they come from? Join us for an informative and interactive conversation about these two basic types of debt and how they can empower your future.

Learning Objectives: By the end of this session, participants will be able to distinguish between core debt and pledge monetization debt, understand when and how to use each, and determine the optimal integration of both in capital improvement funding. They will be able to evaluate financing options to support campus transformation and capital campaigns, empowering schools to make strategic and sustainable financial decisions.

Field of Study: Finance

Delivery Method: Group Live

Program Level: Basic

Prerequisites: None 

Advanced Preparation: None

Recommended CPE: 1

HRCI Information: N/A

SHRM Information: N/A

SHRM BoCK: N/A

SHRM PDC Credit:  N/A

All Aboard the AI Train: It’s Not Too Late to Get on Board

Speaker(s): Felix Jacomino

Date/Time: Thursday, October 23, 2025 10:30AM  

Program Description: Artificial intelligence is all around us—but many independent school professionals on the operations side still feel like they’ve missed the train. This session is a welcoming, non-technical introduction to AI for those in roles like HR, finance, advancement, communications, admissions, and other administrative or non-instructional positions. Attendees will explore practical, real-world uses of AI tools like ChatGPT and Claude through live demos and examples tailored to everyday workflows—drafting content, summarizing documents, generating ideas, and more. No prior AI experience is required. Participants will leave with helpful takeaways, including beginner-friendly prompt templates and curated tool suggestions, and the confidence to begin using AI in meaningful ways.

Learning Objectives: By the end of this session, participants will be able to understand the practical applications of AI tools in non-instructional school operations and apply them to everyday tasks such as drafting content, summarizing documents, and generating ideas. They will be able to use beginner-friendly prompt templates and curated tool suggestions with confidence, enabling them to integrate AI into their workflows in meaningful and effective ways.

Field of Study: Computer Software and Applications

Delivery Method: Group Live

Program Level: Basic

Prerequisites: None 

Advanced Preparation: None

Recommended CPE: 1

HRCI Information: This program has been pre-approved for 1 HR (General) recertification credit hours toward aPHR®, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®).

SHRM Information: MISBO is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). For more information about certification or recertification, please visit www.shrmcertification.org.

SHRM BoCK: Business Acumen

SHRM PDC Credit: 1

Protecting Your School Through Clear, Compliant, and Effective Dialogue

Speaker(s): Jennifer Carroll/Ilanit Fischler

Date/Time: Thursday, October 23, 2025 10:30AM 

Program Description: Independent school leaders frequently face sensitive situations—whether responding to concerned parents or having difficult conversations with employees whose behavior or performance affect the school community. How these conversations are managed can either build trust or undermine it. This interactive session equips leaders with practical tools to navigate challenging communications with professionalism, empathy, and legal compliance. Through breakout discussions and real-world case studies, participants will practice delivering difficult feedback, addressing inappropriate behavior, and managing parent expectations. Attendees will leave confident in their ability to handle complex conversations with clarity, consistency, and compliance.

Learning Objectives: By the end of this session, participants will be able to apply strategies for navigating sensitive conversations with parents and employees in ways that build trust and maintain professionalism. They will be able to deliver difficult feedback, address inappropriate behavior, and manage parent expectations with empathy, clarity, and legal compliance, enhancing their ability to lead with confidence and consistency.

Field of Study: Behavioral Ethics

Delivery Method: Group Live

Program Level: Basic

Prerequisites: None 

Advanced Preparation: None

Recommended CPE: 1

HRCI Information: This program has been pre-approved for 1 HR (General) recertification credit hours toward aPHR®, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®).

SHRM Information: MISBO is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). For more information about certification or recertification, please visit www.shrmcertification.org.

SHRM BoCK: Communication, Relationship Management25-XC97Y

SHRM PDC Credit: 1

The Seasoned IT Director

Speaker(s): Erik Karkau

Date/Time: Thursday, October 23, 2025 10:30AM 

Program Description: This interactive session will take a look at different stages in the career of an IT Director and different environments in which an IT Director may find themselves. There are several phases (not all-inclusive) that will be examined: 1) Typical modern IT Director and their responsibilities/ experience/etc.; 2) next-level - more responsibility/more strategic thinking; 3) highest level - fully independent and functional. This session will afford the opportunity for interaction with other business officers and the chance for questions and learning how to take an educational organization to the next level

Learning Objectives: By the end of this session, participants will be able to identify the different stages in the career of an IT Director, from typical responsibilities to advanced strategic leadership and full independence. They will be able to recognize how these roles evolve within educational organizations, engage with peers to share insights, and apply strategies for taking their institutions to the next level through effective IT leadership

Field of Study: Personal Development

Delivery Method: Group Live

Program Level: Basic

Prerequisites: None 

Advanced Preparation: None

Recommended CPE: 1

HRCI Information: N/A

SHRM Information: 

SHRM BoCK: N/A 

SHRM PDC Credit: N/A

Sourcing Solutions

Speaker(s): Susan Kimmel

Date/Time: Thursday, October 23, 2025 12:45PM 

Program Description: Sourcing Solutions will provide attendees with a unique opportunity to meet in small groups for mini sessions with experts in the independent school world - MISBO Consortium Partners! Get the latest information from partners new to you or from those you already know.

Learning Objectives: Attendees will be able to identify potential ways to realize purchasing efficiencies and savings.

Field of Study: Management Services

Delivery Method: Group Live

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

Recommended CPE: 1

HRCI Information: N/A

SHRM Information: N/A

SHRM BoCK: N/A

SHRM PDC Credit: N/A 

The Education of Business: Why and How to Start a Business Curriculum & Program

Speaker(s): Paul Horgan/Jeff Rehling

Date/Time: Thursday, October 23, 2025 2:00PM 

Program Description: As the Head of School for Hilton Head Preparatory School, Paul will share a bit of his personal background in private school education while also introducing us to the largest private school on Hilton Head Island, a school that began back in 1965 often paralleling the development of Hilton Head Island itself.  His introduction will set the stage for the presentation to follow which will be led by the new Director of the Institute for Business and Innovation, Jeff Rehling. Jeff will share the background, opportunity and challenges associated with creating and launching a comprehensive business program that has quickly achieved tremendous success in terms of student motivation, college acceptances, career progression, community impact, and school differentiation.

Learning Objectives: By the end of this session, participants will be able to understand the development and success of Hilton Head Preparatory School’s Institute for Business and Innovation, including the opportunities and challenges involved in creating and launching a comprehensive business program. They will be able to recognize how such programs can enhance student motivation, support college acceptances, foster career progression, strengthen community impact, and differentiate schools in a competitive educational landscape.

Field of Study: Personal Developent

Delivery Method: Group Live

Program Level: Basic

Prerequisites: None 

Advanced Preparation: None

Recommended CPE: 1

HRCI Information: N/A

SHRM Information: N/A

SHRM BoCK: N/A

SHRM PDC Credit: N/A 

Economic Outlook and Market Dynamics in Uncertain Times

Speaker(s): Brandon Artigue

Date/Time: Thursday, October 23, 2025 2:00PM 

Program Description: Independent schools are operating in a complex economic environment marked by persistent inflation, high interest rates, and evolving market dynamics. This session provides a high-level economic overview tailored to the realities of school finance, with practical insights into how current trends in GDP growth, labor markets, capital markets, and consumer sentiment may impact tuition pricing, enrollment patterns, endowment performance, and debt planning. We’ll also explore how banks are approaching credit risk and what that means for schools considering capital projects or refinancing.

Learning Objectives: Participants will develop a strategic understanding of key economic indicators and their practical implications for independent school finances, equipping them to engage more effectively in institutional planning, advise leadership on financial risk and opportunity, and frame data-informed conversations with heads of school and board members.

Field of Study: Finance

Delivery Method: Group Live

Program Level: Basic

Prerequisites: None 

Advanced Preparation: None

Recommended CPE: 1

HRCI Information: This program has been pre-approved for 1 Business recertification credit hours toward aPHR®, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®).

SHRM Information: N/A

SHRM BoCK: N/A

SHRM PDC Credit: N/A 

Recruiting, Training and Developing Leaders in Facility Management

Speaker(s): Anna Ellington/Masheena Johnkins/Tom Owenby

Date/Time: Thursday, October 23, 2025 2:00 

Program Description: Explore how school leaders and facilities directors are strengthening their teams through intentional hiring, mentoring, and leadership development. This session highlights strategies for diversifying the talent pipeline—especially by including women and veterans—and offers actionable insights on identifying and growing future leaders. Ideal for business officers and operations professionals focused on building high-performing, future-ready teams.

Learning Objectives: By the end of this session, participants will be able to apply strategies for strengthening teams through intentional hiring, mentoring, and leadership development. They will be able to recognize the importance of diversifying the talent pipeline—particularly by engaging women and veterans—and implement actionable approaches for identifying and cultivating future leaders to build high-performing, future-ready teams.

Field of Study: Personnel/Human Resources

Delivery Method: Group Live

Program Level: Basic

Prerequisites: None 

Advanced Preparation: None

Recommended CPE: 1

HRCI Information: This program has been pre-approved for 1 HR (General) recertification credit hours toward aPHR®, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®).

SHRM Information: MISBO is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). For more information about certification or recertification, please visit www.shrmcertification.org. 

SHRM BoCK: Leadership & Navigation.

SHRM PDC Credit: 1

Mission Meets Margin: Aligning Auxiliary and Business Office Operations

Speaker(s): Joe Ali/Synthia Fuentes/Amber Palinkas

Date/Time: Thursday, October 23, 2025 2:00pm

Program Description: What makes an auxiliary program not just successful, but sustainable? It’s the internal systems—financial practices, contracts, and workflows—that keep everything running smoothly. In this session, a Business Office team and Head of Auxiliary Programs share how they built a collaborative, behind-the-scenes structure that supports both growth and accountability. Together, they’ll unpack their approach to zero-based budgeting, reconciling auxiliary activity in the general ledger, integrating student billing, managing third-party vendors, and navigating pricing strategy with long-term goals in mind. Risk management and internal controls will also be discussed, with a focus on how to create alignment between business operations and programmatic vision. This session is ideal for schools looking to tighten up the operational side of auxiliary programming—and build a strong foundation for financial health and scalability.

Learning Objectives: By the end of this session, participants will be able to apply effective financial practices, contracts, and workflows to build sustainable auxiliary programs. They will be able to implement strategies such as zero-based budgeting, reconciling auxiliary activity, integrating student billing, managing third-party vendors, and aligning pricing with long-term goals. Additionally, they will be able to strengthen risk management and internal controls to ensure accountability, operational efficiency, and financial scalability.

Field of Study: Management Services

Delivery Method: Group Live

Program Level: Basic

Prerequisites: None 

Advanced Preparation: None

Recommended CPE: 1

HRCI Information: This program has been pre-approved for 1 Business recertification credit hours toward
aPHR®, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through
HR Certification Institute® (HRCI®).

SHRM Information: N/A

SHRM BoCK: N/A

SHRM PDC Credit: N/A 

AI for Dual Transformation

Speaker(s): Christian Talbot

Date/Time: Thursday, October 23, 2025 3:30PM 

Program Description: Philippa Hardman from Cambridge University has said that if teachers integrate AI into what they already do, it “will accelerate, automate, and scale traditional, broken methods of instruction.” Meanwhile, AI agents are on the cusp of automating many tasks—which will cause school operations to feel like they’ve gone from 30 to 70 mph. As AI evolves faster than we can civilize it, what can we do? One thing is for sure: what got us here won’t get us there.  But we can find a compass in dual transformation. Using lessons from schools around the world, we will explore how schools can maintain a stable operation while developing a bridge to the future.  

Learning Objectives: Participants will be able to understand the concept of dual transformation and apply it to balance stability in current school operations while preparing for AI-driven change. They will be able to evaluate how emerging AI tools impact instruction and operations, and draw on global examples to develop strategies that create sustainable pathways to the future.

Field of Study: Personal Development

Delivery Method: Group Live

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

Recommended CPE: 1

HRCI Information: This program has been pre-approved for 1 Business recertification credit hours toward aPHR®, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®).

SHRM Information: MISBO is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). For more information about certification or recertification, please visit www.shrmcertification.org.

SHRM BoCK: 
Business Acumen (Competency): Understanding how AI-driven organizational changes impact workforce planning and strategic decision-making.

SHRM PDC Credit: 1

The Disciplined Listening Method

Speaker(s): Michael Reddington

Date/Time: Friday, October 24, 2025 9:00PM 

Program Description: What if every conversation you had—whether at work or in your personal life—could open doors to new opportunities? In The Disciplined Listening Method, Michael Reddington, CFI, reveals a powerful approach for uncovering the insight, trust, and collaboration hidden beneath the surface of everyday interactions. Through his unique blend of investigative interviewing experience and business expertise, Michael equips you with skills, perspectives, and techniques that deepen your self-awareness, expand your appreciation for others’ experiences, and transform the way you connect. You’ll walk away ready to listen with purpose, engage with impact, and turn conversations into catalysts for success.

Learning Objectives: By the end of this session, participants will be able to apply the principles of the Disciplined Listening Method to uncover trust, insight, and collaboration in their interactions. They will be able to enhance self-awareness, appreciate others’ perspectives, and transform conversations into opportunities for meaningful connection and success in both personal and professional contexts.

Field of Study: Personal Development

Delivery Method: Group Live

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

Recommended CPE: 1

HRCI Information: This program has been pre-approved for 1 HR (General) recertification credit hours toward aPHR®, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®).

SHRM Information: MISBO is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). For more information about certification or recertification, please visit www.shrmcertification.org.

SHRM BoCK: Communication, Relationship Management, Leadership & Navigation

SHRM PDC Credit: 1

Leading Complex Campus Projects in Your Private School

Speaker(s): Dallas Joseph/Wendy Tasin/Tom Owenby/Peter Winebrenner

Date/Time: Friday, October 24, 2025 10:15AM 

Program Description: CFOs play a pivotal role in translating campus vision into operational reality—not just by managing budgets, but by aligning diverse stakeholders around a shared plan. This session focuses on the leadership and coordination required to move from a master plan to actionable blueprint, while balancing aesthetics, functionality, and long-term institutional goals. Through real-world examples, we’ll examine the CFO’s role in navigating conflicting priorities while fostering trust and accountability among boards, donors, administrators, and project partners. Learn how to mitigate common risks, support academic and operational alignment, and create a culture of transparency throughout the planning and construction process. Ideal for CFOs who are leading or anticipating major facilities projects, this session offers practical insights and peer-tested strategies for building consensus and delivering results.

Learning Objectives: By the end of this session, participants will be able to understand the CFO’s role in translating campus vision into operational reality by aligning stakeholders, balancing institutional goals, and coordinating facilities projects from planning to execution. They will be able to apply strategies to navigate conflicting priorities, foster accountability and trust among stakeholders, mitigate risks, and build a culture of transparency, ultimately leading to stronger consensus and successful project outcomes.

Field of Study: Management Services

Delivery Method: Group Live

Program Level: Basic

Prerequisites: None 

Advanced Preparation: None

Recommended CPE: 1

HRCI Information: N/A

SHRM Information: N/A

SHRM BoCK: N/A

SHRM PDC Credit: N/A 

Safeguarding the Future: Data Security, AI, and Deepfakes in Independent Schools 

Speaker(s): Karen Odash/Jennifer Carroll/Carrie Anderson

Date/Time: Friday, October 24, 2025 10:15AM 

Program Description: This panel will explore how artificial intelligence is showing up in independent schools—from classroom tools to administrative systems—and why it’s critical to understand the risks that come with it. We’ll look at how schools can better protect student and institutional data, what deepfakes are and how they might affect school communities, and the practical steps leaders can take to respond. Whether you’re a school head, IT leader, or educator, you’ll leave with clear, actionable guidance to help your school stay informed and secure in a fast-changing digital world.

Learning Objectives: By the end of this session, participants will be able to recognize how artificial intelligence is emerging in independent schools, from classroom tools to administrative systems, and understand the associated risks. They will be able to identify strategies for protecting student and institutional data, assess the potential impact of deepfakes on school communities, and apply practical steps to keep their schools secure and resilient in a rapidly changing digital landscape.

Field of Study: Information Technology

Delivery Method: Group Live

Program Level: Basic

Prerequisites: None 

Advanced Preparation: None

Recommended CPE: 1

HRCI Information: This program has been pre-approved for 1 Business recertification credit hours toward aPHR®, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®).

SHRM Information: N/A

SHRM BoCK: N/A

SHRM PDC Credit: N/A 

Bridging the Gap: Cultivating a Faculty Culture That Embraces the Business of School

Speaker(s): Hugh Jebson

Date/Time: Friday, October 24, 2025 10:15AM 

Program Description: “I wish our faculty understood we are a business.” It’s a common challenge in independent schools—teachers focused solely on the classroom, disconnected from the financial engine that sustains it. But when faculty embrace their role in the broader mission—including concepts like retention, brand, and customer experience—the impact can be transformative. This session shares how one Head of School successfully shifted faculty culture to foster shared ownership of the school’s financial health, leading to stronger alignment, deeper engagement, and more sustainable outcomes for business officers and the entire school community.

Learning Objectives: By the end of this session, participants will be able to understand the importance of faculty engagement in supporting the financial health and mission of independent schools. They will be able to recognize strategies for shifting faculty culture toward shared ownership of financial sustainability, leading to improved retention, stronger brand alignment, deeper engagement, and more sustainable outcomes for the entire school community.

Field of Study: Personal Development

Delivery Method: Group Live

Program Level: Basic

Prerequisites: None 

Advanced Preparation: None

Recommended CPE: 1

HRCI Information: N/A

SHRM Information: N/A

SHRM BoCK: N/A

SHRM PDC Credit: N/A 

HR Jeopardy

Speaker(s): Anita Pittman

Date/Time: Friday, October 24, 2025 10:15AM 

Program Description: Put your HR knowledge to the test in this lively, game-show-style session! From compliance quirks to culture and leadership, HR Jeopardy brings learning to life with fun, friendly competition. Come play, cheer, and see who will be crowned HR Jeopardy Champion!

Learning Objectives: Participants will be able to reinforce their understanding of HR principles, including compliance, culture, and leadership, through an engaging game-show format. They will be able to apply their knowledge in a fun, competitive environment that promotes learning, teamwork, and practical retention of HR best practices.

Field of Study: Human Resources

Delivery Method: Group Live

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

Recommended CPE: 1

HRCI Information: This program has been pre-approved for 1 HR (General) recertification credit hours toward aPHR®, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®).

SHRM Information: MISBO is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). For more information about certification or recertification, please visit www.shrmcertification.org.

SHRM BoCK: 

Leadership & Navigation (Competency): Strengthens understanding of leadership best practices.

Relationship Management (Competency): Team-based play and collaboration reinforce interpersonal and teamwork skills.

Business Acumen (Competency): Applying HR knowledge to real-world decision-making through scenarios/questions.

SHRM PDC Credit: 1

Insights in Minutes: Four Ideas That Matter

This program is organized into four distinct sections, outlined below.

1. MISBO Unboxed: Tools of the Trade

Speaker(s): Susan Kimmel

Date/Time: Friday, October 24, 2025 11:30AM 

Program Description: 

Join the Director of the MISBO Purchasing Consortium, Susan Kimmel to learn all about MISBO Purchasing Toolkit—your not-so-secret weapon for smarter spending and bigger savings. You will learn about everything you need to simplify procurement, flex your consortium power, and make your budget work harder (so you don’t have to).

Learning Objectives: 

By the end of this session, participants will be able to use the MISBO Purchasing Toolkit to simplify procurement, maximize consortium benefits, and achieve greater budget savings.

Field of Study: Specialized Knowledge

Delivery Method: Group Live

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

Recommended CPE: 0.25

HRCI Information: N/A

SHRM Information: N/A

SHRM BoCK: N/A

SHRM PDC Credit: N/A

  2.     The Future of LTC in America

Speaker(s): Brian Ely

Date/Time: Friday, October 24, 2025 11:30AM 

Program Description: Who will take care of you, how much will it cost, what are my options, common misconceptions, what are the trends, AI assisted Robots and more. Yikes! These are just some of the topics that will be discussed – join us and bring your questions!

Learning Objectives: Participants will be able to identify options, costs, and trends related to future care, while dispelling common misconceptions

Field of Study: Personnel/Human Resources

Delivery Method: Group Live

Program Level: Basic

Prerequisites: None

Advanced Preparation: None 

Recommended CPE: 0.25

HRCI Information: N/A

SHRM Information: N/A

SHRM BoCK: N/A

SHRM PDC Credit: N/A 

   3.     Quick Tips for HR

Speaker(s): Jennifer Carroll

Date/Time: Friday, October 24, 2025 11:30AM 

Program Description: Join us for a lively quick hits session on the biggest challenges facing school HR teams this year—and the actionable steps you can take to tackle them. In just minutes, you’ll walk away with practical, ready-to-use ideas to help your school navigate legal changes and more.

Learning Objectives: By the end of this session, participants will be able to identify current HR challenges in schools and apply practical, ready-to-use strategies to address legal changes and other pressing issues.

Field of Study: Human Resources

Delivery Method: Group Live

Program Level: Basic

Prerequisites: None 

Advanced Preparation: None

Recommended CPE: 0.25

HRCI Information: N/A

SHRM Information: N/A

SHRM BoCK: N/A

SHRM PDC Credit: N/A

    4.     Cost Reduction on Managed Printers through Tiered Color

Speaker(s): Jesse Long

Date/Time: Friday, October 24, 2025 11:30AM 

Program Description: Discover an easy and effective way to save your school thousands of dollars on printing costs without sacrificing quality. This session will explain how tiered color printing works, demonstrate its impact on budget management, and highlight how schools can optimize resources while maintaining professional results.

Learning Objectives: By the end of this session, participants will be able to understand the benefits of tiered color printing, evaluate its potential for reducing costs in their schools, and apply strategies to implement this approach while maintaining high-quality print standards.

Field of Study: Production

Delivery Method: Group Live

Program Level: Basic

Prerequisites: None 

Advanced Preparation: None

Recommended CPE: 0.25

HRCI Information: N/A

SHRM Information: N/A

SHRM BoCK: N/A

SHRM PDC Credit: N/A

Strategic Returns on Education Through A New Instructional Approach: Cultivating Innovators, Leaders, and Global Thinkers 

Speaker(s): Patrick Yuran

Date/Time: Friday, October 24, 2025 11:30AM 

Program Description:  Independent schools are facing increasing pressure to demonstrate value, adapt to rapid change, and prepare students for an unpredictable future. For finance leaders, that means supporting instructional models that go beyond academic proficiency to develop creative problem-solvers, ethical leaders, and globally competent graduates - the very outcomes that ensure a school’s relevance and long-term sustainability. This session introduces a transformative instructional approach that blends inquiry-based learning, interdisciplinary thinking, and real-world application. Participants will see how this model not only empowers educators and inspires students, but also strengthens a school’s value proposition, enhances competitiveness in the marketplace, and aligns financial strategy with mission impact. CFOs and business officers will leave with a deeper understanding of how innovative instructional design connects directly to enrollment, retention, and long-term financial health.

Learning Objectives: Participants will be able to apply inquiry-based, interdisciplinary, and real-world instructional strategies to foster student agency, critical thinking, and collaboration. They will be able to design transformative learning experiences that prepare students to become creative problem-solvers, ethical leaders, and culturally competent global citizens equipped to thrive in a rapidly changing and interconnected world.

Field of Study: Personal Development

Delivery Method: Group Live

Program Level: Basic

Prerequisites: None 

Advanced Preparation: None

Recommended CPE: 1

HRCI Information: N/A

SHRM Information: N/A

SHRM BoCK: N/A

SHRM PDC Credit: N/A 

Duty, Honor, Education: the Strategic Case for Hiring Veterans at Independent Schools

Speaker(s): Larry Pittman

Date/Time: Friday, October 24, 2025 11:30AM 

Program Description: Independent schools are uniquely positioned to benefit from the leadership, resilience, and mission-driven mindset of military veterans. In this session, we will explore the strategic advantages of actively recruiting and integrating veterans into the independent school workforce. From classroom instruction to administrative leadership, veterans bring diverse skill sets, a commitment to service, and a deep understanding of mentorship that aligns closely with the values of independent education.Whether you are an administrator seeking new talent, or an educator curious about diversifying your team’s experience and perspectives, this session will offer a compelling case—and actionable steps—for including veterans in your hiring strategy.

Learning Objectives: Participants will be able to recognize the unique skills, leadership qualities, and mission-driven mindset that military veterans bring to independent schools. They will be able to apply actionable strategies for recruiting and integrating veterans into both instructional and administrative roles, diversifying their teams, strengthening mentorship, and aligning hiring practices with the values of independent education.

Field of Study: Personnel/Human Resources

Delivery Method: Group Live

Program Level: Basic

Prerequisites: None 

Advanced Preparation: None

Recommended CPE: 1

HRCI Information: This program has been pre-approved for 1 HR (General) recertification credit hours toward aPHR®, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®).

SHRM Information: MISBO is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). For more information about certification or recertification, please visit www.shrmcertification.org.

SHRM BoCK: HR Expertise:  Talent Acquisition & Employee Engagement

SHRM PDC Credit: 1

IT Roundtable

Speaker(s): Erik Karkau

Date/Time: Friday, October 24, 2025 11:30AM 

Program Description: Interactive roundtable for IT Directors, CIOs, CTOs, or whatever your title is. If you are the head of the IT Department, this session is for you. We will discuss day-to-day operations, challenges, as well as planning and management.

Learning Objectives: N/A

Field of Study: N/A

Delivery Method: N/A

Program Level: N/A

Prerequisites: N/A

Advanced Preparation: N/A 

Recommended CPE: N/A

HRCI Information: N/A

SHRM Information: N/A

SHRM BoCK: N/A

SHRM PDC Credit: N/A