2025 summer programs cpe information
Pathway to Leadership: Finance & Operations and Human Resources Intensive
Elevating Culture from the Business Office
Sunday, June 23, 2025, 6:30pm - 7:30pm
Learning objective: By the end of this session, CFOs and HR managers will be able to identify strategies for
fostering a culture of trust, collaboration, and growth within their office. They will learn how to enhance their role
as leadership drivers in a mission-driven school, strengthen employee engagement, and contribute to organizational excellence through effective culture-building practices.
Field of Study: Personal Development
CPE: 1.0
Beyond the Budget: 5 Ways to Lead, Influence, and Transform Your School
Monday, June 24, 2025, 9:00 - 10:00 AM
Learning objective: By the end of this session, participants will be able to identify strategies for aligning financial decision-making with school values, leverage their leadership role to foster collaboration across departments, and implement initiatives that drive cultural change, ultimately strengthening the school’s culture and making a lasting impact on its community.
Field of Study: Personal Development
CPE: 1.0
Keeping the Boat Afloat, the Pressures of Setting a Sustainable Budget
Monday, June 24, 2025, 10:30- 11:30 AM
Learning objective: In this session, participants will learn how to identify key budget drivers, effectively communicate budget needs to the board, and align the budgeting process with the school’s mission to support long-term goals and values.
Field of Study: Finance
CPE: 1.0
Coach or Hire? A Strategic Approach to Talent Development and Acquisition
Monday, June 24, 2025, 10:30- 11:30 AM
Learning objective: In this session, participants will learn a structured framework for evaluating skills, potential,
and organizational impact when deciding whether to invest in coaching internal employees or seek external talent.
Attendees will gain key evaluation criteria, insights from hands-on experience, and actionable strategies to balance professional development with strategic hiring, equipping them with a decision-making model for making confident talent development and hiring decisions.
Field of Study: Personnel/Human Resources
CPE: 1.0
Complex Borrowing and the Language of Debt
Monday, June 24, 2025, 12:15 - 1:15 PM
Learning objective: By the end of this session, participants will be able to identify and evaluate various capital
funding sources and strategies, effectively communicate financial options to stakeholders, and apply best practices
in managing debt to support their school's organizational growth and long-term financial success.
Field of Study: Specialized Knowledge
CPE: 1.0
From Day One to Day Done: Benefits Administration Across the Employee Lifecycle
Monday, June 24, 2025, 12:15 - 1:15 PM
Learning objective: By the end of this session, participants will be able to identify key strategies for effectively managing employee benefits throughout the employment lifecycle, streamline benefits administration processes, and apply best practices to enhance compliance, employee experience, and organizational efficiency.
Field of Study: Personnel/Human Resources
CPE: 1.0
Navigating Facilities Management as a New or Aspiring Business Officer
Monday, June 24, 2025, 1:45 - 2:45 PM
Learning objective: In this session, participants will learn practical strategies for effective facilities management, including how to balance strategic leadership, data-driven decision-making, and collaboration with senior administration and facilities teams. Attendees will gain insights into overcoming common challenges faced by new business officers and ensure their facilities planning aligns with the school’s long-term goals.
Field of Study: Management Services
CPE: 1.0
Key Elements of a Successful HR Strategy
Monday, June 24, 2025, 1:45 - 2:45 PM
Learning objective: HR professionals will learn key strategies for aligning HR functions with business goals, using
data-driven insights to enhance talent acquisition, performance management, and employee engagement, ultimately driving organizational success and fostering a positive workplace culture.
Field of Study: Personnel/Human Resources
CPE: 1.0
HR & CFO Legal Face-Off: The Ultimate Compliance Challenge
Monday, June 24, 2025, 3:15 - 4:15 PM
Learning objective: By the end of this session, participants will be able to apply their knowledge of K-12
employment and student policies to real-world legal scenarios, identify best practices for compliance in areas
such as recordkeeping, leaves, and employment contracts, and develop strategies to mitigate legal risks within their school’s policies.
Field of Study: Personnel/Human Resources
CPE: 1.0
Maximizing Collaboration: Best Practices for Auxiliary and Summer Programs within Business Operations
Tuesday, June 25, 2025, 8:45 – 9:45 am
Learning objective: In this session, participants will learn best practices for fostering collaboration between
auxiliary and summer programs and core business operations, including facilities, HR, security, dining, and business office functions. Attendees will gain actionable strategies to improve communication, optimize efficiency, and
enhance financial sustainability through seamless integration of these programs with the broader school operations
Field of Study: Management Services
CPE: 1.0
Managing Payroll and Tax Compliance
Tuesday, June 25, 2025, 8:45 – 9:45 am
Learning objective: In this session, participants will gain a comprehensive understanding of key payroll processes, tax regulations, and compliance best practices. Attendees will learn how to mitigate risks, avoid costly errors, and ensure accurate, compliant payroll management, including addressing challenges such
as wage laws and multi-state payroll complexities, all while preparing for audits.
Field of Study: Taxes
CPE: 1.0
Cost Effectiveness by Division: An Essential Financial Tool
Tuesday, June 25, 2025, 10:30 - 11:30 AM
Learning objective: By the end of this session, participants will be able to utilize the Cost Effectiveness by Division template to analyze revenue and expenses across school divisions, identify financial surpluses or gaps, and apply
data-driven strategies to optimize budgeting, tuition planning, and resource allocation for long-term financial sustainability.
Field of Study: Finance
CPE: 1.0
Managing Employee Relations and Conflict
Tuesday, June 25, 2025, 10:30 - 11:30 AM
Learning objective: Participants will learn effective leadership strategies to address workplace challenges, including resolving conflicts, managing employee concerns, and setting clear expectations, to build a collaborative and high-performing organizational culture.
Field of Study: Personal Development
CPE: 1.0
Lessons from the Field: A School’s Journey to a Smooth Year-End Close and Audit
Tuesday, June 25, 2025, 11:30 -12:30 PM
Learning objective: In this session, participants will learn practical strategies and best practices for streamlining
year-end closeout and audit preparation, based on The King's Academy’s successful approach. Attendees will gain insights into reconciling accounts, strengthening internal controls, and compiling audit-ready documentation,
along with actionable tools to improve their own year-end processes and ensure a more efficient audit experience.
Field of Study: Finance
CPE: 1.0
Policy Power-Up: Building Handbooks that Work for Your School
Tuesday, June 25, 2025, 11:30 -12:30 PM
Learning objective: By the end of this session, participants will be able to develop and update K-12 school
handbooks and policies that are legally compliant, practical, and easy to follow, while ensuring clarity, consistency,
and alignment with the school’s values. Participants will also gain strategies for addressing key areas such as
employee conduct, harassment prevention, and leave procedures to minimize legal risks.
Field of Study: Personnel/Human Resources
CPE: 1.0