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Summer Events

Pathway to Leadership HR Intensive
πŸŽ—οΈ Gold Sponsors
πŸŽ—οΈ Gold Sponsor

Thank you, Gold Sponsors!

Welcome to Pathway to Leadership: Finance & Operations
and the Human Resources Intensive! 

We’re so excited to spend the next three days with you—learning, networking, and yes, having a little fun along the way. Whether you're here to talk budgets, benefits, burnout, or board reports, we’ve got a seat saved just for you.

This digital program at misbo.com/2025-summer-program is your trusty sidekick for all things agenda, speakers, and surprises. Use it early and often—we built it to help make your time with us as seamless and stress-free as possible.

Need Wi-Fi? We’ve got you: WA Guest / Woodward125

Agenda

4:00 – 5:00 PM
Registration – Hotel Lobby
5:00 – 6:00 PM
Welcome Reception – Tango Terrace - Sponsored by USI
6:00 – 7:30 PM
Dinner
6:30 – 7:30 PM
Elevating Culture from the Business Office
➀ Pathways to Leadership: Finance & Operations | πŸ’Ό HR Intensive CPE Details
8:15 AM
Registration and Breakfast
9:00 – 10:00 AM
Beyond the Budget
➀ Pathways to Leadership: Finance & Operations | πŸ’Ό HR Intensive CPE Details
10:00 – 10:30 AM
Break with Sponsors
10:30 – 11:30 AM
Keeping the Boat Afloat
➀ Pathways to Leadership: Finance & Operations CPE Details
10:30 – 11:30 AM
Coach or Hire?
πŸ’Ό HR Intensive CPE Details
11:30 AM – 12:15 PM
Lunch
12:15 – 1:15 PM
Complex Borrowing
➀ Pathways to Leadership: Finance & Operations CPE Details
12:15 – 1:15 PM
From Day One to Day Done
πŸ’Ό HR Intensive CPE Details
1:15 – 1:45 PM
Break with Sponsors
1:45 – 2:45 PM
Navigating Facilities
➀ Pathways to Leadership: Finance & Operations CPE Details
1:45 – 2:45 PM
Key Elements of HR Strategy
πŸ’Ό HR Intensive CPE Details
2:45 – 3:15 PM
Break with Sponsors
3:15 – 4:15 PM
HR & CFO Legal Face-Off
➀ Pathways to Leadership: Finance & Operations | πŸ’Ό HR Intensive CPE Details
5:00 – 6:00 PM
Informal Happy Hour - Sponsored by Smith + Howard
8:15 AM
Breakfast
8:45 – 9:45 AM
Maximizing Auxiliary Programs
➀ Pathways to Leadership: Finance & Operations CPE Details
8:45 – 9:45 AM
Managing Payroll & Compliance
πŸ’Ό HR Intensive CPE Details
9:50 – 10:30 AM
Networking Hour
10:30 – 11:30 AM
Cost Effectiveness by Division
➀ Pathways to Leadership: Finance & Operations CPE Details
10:30 – 11:30 AM
Managing Conflict
πŸ’Ό HR Intensive CPE Details
11:30 AM – 12:30 PM
Year-End Close & Audit
➀ Pathways to Leadership: Finance & Operations CPE Details
11:30 AM – 12:30 PM
Policy Power-Up
πŸ’Ό HR Intensive CPE Details
12:30 PM
Grab & Go Lunch

Let’s Stay Connected

Share your insights, tag your photos, and keep the conversation going using our official event hashtags:

#PathwayFIN25  |  #MISBOHRI25

πŸ₯‰ Bronze Sponsor

Thank you, Bronze Sponsor!

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2025 MISBO Summer Events Speaker Bios

Attendees

If you're having trouble remembering faces or names, be sure to check out our attendee directory. It's a fantastic resource to enhance your conference experience and help you make meaningful connections!

View the Directory Now



Thank you, generous sponsors!

CPE

Elevating Culture from the Business Office

πŸ—“ Sunday, June 23, 2025 | πŸ•‘ 6:30 PM – 7:30 PM

Learning Objective: CFOs and HR managers will identify strategies for fostering a culture of trust, collaboration, and growth within their office. Learn how to enhance your role as a leadership driver, 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

πŸ—“ Monday, June 24, 2025 | πŸ•˜ 9:00 AM – 10:00 AM

Learning Objective: Align financial decision-making with school values, foster collaboration across departments, and implement initiatives that drive cultural change to make a lasting impact on your school community.

Field of Study: Personal Development
CPE: 1.0

Keeping the Boat Afloat: The Pressures of Setting a Sustainable Budget

πŸ—“ Monday, June 24, 2025 | πŸ•₯ 10:30 AM – 11:30 AM

Learning Objective: Identify key budget drivers, communicate budget needs to the board, and align budgeting with your school’s mission to support long-term goals.

Field of Study: Finance
CPE: 1.0

Coach or Hire? A Strategic Approach to Talent Development and Acquisition

πŸ—“ Monday, June 24, 2025 | πŸ•₯ 10:30 AM – 11:30 AM

Learning Objective: Evaluate internal coaching vs. external hiring using structured frameworks, real-world insights, and key evaluation criteria to support your strategic talent decisions.

Field of Study: Personnel/Human Resources
CPE: 1.0

Complex Borrowing and the Language of Debt

πŸ—“ Monday, June 24, 2025 | πŸ• 12:15 PM – 1:15 PM

Learning Objective: Identify and evaluate capital funding sources, communicate financial strategies to stakeholders, and manage debt effectively for long-term success.

Field of Study: Specialized Knowledge
CPE: 1.0

From Day One to Day Done: Benefits Administration Across the Employee Lifecycle

πŸ—“ Monday, June 24, 2025 | πŸ• 12:15 PM – 1:15 PM

Learning Objective: Manage employee benefits across the full lifecycle, enhance compliance and employee experience, and optimize administration efficiency.

Field of Study: Personnel/Human Resources
CPE: 1.0

Navigating Facilities Management as a New or Aspiring Business Officer

πŸ—“ Monday, June 24, 2025 | πŸ• 1:45 PM – 2:45 PM

Learning Objective: Learn practical strategies for facilities leadership, including strategic planning, data-driven decisions, and overcoming common new-officer challenges.

Field of Study: Management Services
CPE: 1.0

Key Elements of a Successful HR Strategy

πŸ—“ Monday, June 24, 2025 | πŸ• 1:45 PM – 2:45 PM

Learning Objective: Align HR functions with business goals using data to enhance performance, engagement, and a positive workplace culture.

Field of Study: Personnel/Human Resources
CPE: 1.0

HR & CFO Legal Face-Off: The Ultimate Compliance Challenge

πŸ—“ Monday, June 24, 2025 | πŸ•’ 3:15 PM – 4:15 PM

Learning Objective: Apply knowledge of school legal policies in real-world scenarios, mitigate risks, and improve compliance in contracts, recordkeeping, and more.

Field of Study: Personnel/Human Resources
CPE: 1.0

Maximizing Collaboration: Best Practices for Auxiliary and Summer Programs

πŸ—“ Tuesday, June 25, 2025 | πŸ•£ 8:45 AM – 9:45 AM

Learning Objective: Integrate auxiliary and summer programs into core operations to boost communication, efficiency, and financial sustainability.

Field of Study: Management Services
CPE: 1.0

Managing Payroll and Tax Compliance

πŸ—“ Tuesday, June 25, 2025 | πŸ•£ 8:45 AM – 9:45 AM

Learning Objective: Master payroll processes, multi-state compliance, and audit preparation while minimizing risks and avoiding costly errors.

Field of Study: Taxes
CPE: 1.0

Cost Effectiveness by Division: An Essential Financial Tool

πŸ—“ Tuesday, June 25, 2025 | πŸ•₯ 10:30 AM – 11:30 AM

Learning Objective: Use templates to analyze divisional finances, uncover gaps, and optimize budgeting and tuition planning.

Field of Study: Finance
CPE: 1.0

Managing Employee Relations and Conflict

πŸ—“ Tuesday, June 25, 2025 | πŸ•₯ 10:30 AM – 11:30 AM

Learning Objective: Build organizational culture by managing conflict, setting expectations, and supporting employee growth.

Field of Study: Personal Development
CPE: 1.0

Lessons from the Field: A School’s Journey to a Smooth Year-End Close and Audit

πŸ—“ Tuesday, June 25, 2025 | πŸ•¦ 11:30 AM – 12:30 PM

Learning Objective: Learn proven strategies from The King's Academy for closing out the fiscal year and prepping for audits with fewer headaches and more confidence.

Field of Study: Finance
CPE: 1.0

Policy Power-Up: Building Handbooks that Work for Your School

πŸ—“ Tuesday, June 25, 2025 | πŸ•¦ 11:30 AM – 12:30 PM

Learning Objective: Create compliant, clear, and actionable handbooks that reflect your school’s values and minimize legal risk in key HR areas.

Field of Study: Personnel/Human Resources
CPE: 1.0