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2019 Finance Institute: A Primer for the Non-Finance Guru

2019 Finance Institute: A Primer for the Non-Finance Guru

Sunday, January 27, 2019 to Tuesday, January 29, 2019

Event Details


A Primer for the Non-Finance Guru

An introductory overview of independent school finance for administrators as well as aspiring and early career heads of school. Informative and engaging sessions led by financial professionals and independent school leaders. Enjoy opportunities to discuss and reflect with colleagues as you learn to make sense of the financial landscape of the school.


  • Administrators
  • Heads of School
  • Aspiring Heads of School
  • Division Heads


Program offered in partnership with SAIS.


  Member School* Non-Member School
Through October 31 $425 $479
November 1 - December 14  $445 $499
December 15 - January 11 $465 $519
After January 11 $485 $539


*Member rate applies to both MISBO and SAIS members



Headquarters Hotel

Franklin Marriott Cool Springs
700 Cool Springs Boulevard
Franklin, TN 37067

THIS BLOCK IS NOW FULL. See overflow blocks below, or you may reserve a room outside of the block.


Overflow Block #1

Hampton Inn & Suites Franklin/Cool Springs
7141 South Springs Dr, Franklin, TN 37067
(615) 771-7225 - ask for SAIS rate

  • Distance from Marriott: 1.5 miles
  • Rate: $117
  • Complimentary wifi in guest rooms
  • Complimentary self-parking
  • CUT-OFF: 1/13 or when the block is full
  • Online booking link: Hampton Inn & Suites

Overflow Block #2:

Hyatt Place Franklin/Cool Springs
650 Bakers Bridge Ave, Franklin, TN 37067
(615) 771-8900 - ask for SAIS rate

  • Distance from Marriott: 1.3 miles
  • Rate: $119
  • Complimentary self-parking
  • Complimentary shuttle to event hotel
  • CUT-OFF: 1/13 or when the block is full

Overflow Block #3:

Hilton Franklin/Cool Springs
601 Corporate Center Dr, Franklin, TN 37067
(615) 550-1650 - ask for SAIS rate

  • Distance from Marriott: 0.25 miles
  • Rate: $159
  • Complimentary self-parking
  • CUT-OFF: 1/13 or when the block is full
  • Online booking link: Hilton Franklin


Airport: Nashville International Airport (BNA)

Ground Transportation: The Franklin Marriott Cool Springs is located 20 miles from the Nashville International Airport. Please see the hotel's maps & transportation page.


Thank you to the members of the advisory group!

  • Josh Clark, Head of School, The Schenck School, Atlanta
  • John King, Associate Head of School, Ransom Everglades, Coconut Grove/Miami
  • Robert McGehee, Assistant Head of School, Highlands School, Birmingham
  • Andrew Phelps, Business Manager, Battle Ground Academy, Nashville


Be sure to download the MISBO mobile app to be connected to all things related to the 2019 Finance Institute! Get the App today!

Follow on Twitter #19FI


MISBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:



January 27
4:00 PM - 7:00 PM Registration
6:00 PM - 7:00 PM Opening Reception
January 28
8:00 AM - 9:00 AM Breakfast
9:00 AM - 10:15 AM Right Sizing: Balancing Budget and Program Pam Andrews, Chief Financial & Operating Officer, St. Paul’s Episcopal School & Marty Lester, Head of School, Brookstone School
10:15 AM - 10:45 AM Break
10:45 AM - 11:45 AM What Are Your Financials Trying to Tell You? David Adams, Senior Vice President, George K. Baum & Company
11:45 AM - 1:00 PM Lunch
1:00 PM - 2:15 PM Managing Risk and Creating a Culture of Safety in Your School Cheryl McDowell, Vice President, Education Practice Group, Bolton & Company
2:15 PM - 2:45 PM Break
2:45 PM - 4:00 PM Developing Leadership and School Culture From the Business Office Patrick Schuermann, Director, Independent School Leadership Master's Program, Vanderbilt University, Peabody College
4:00 PM - 4:15 PM Break
4:15 PM - 5:00 PM Mix and Match Discussion Groups Join attendees from the Athletic Directors Conference and the Auxiliary Programs Conference to discuss how different departments can work together for mutual benefit and the good of the school.
5:00 PM - 6:00 PM Reception with Exhibitors
January 29
8:00 AM - 9:00 AM Breakfast
9:00 AM - 10:15 AM Using Negotiation and Conflict Resolution to Benefit Your School Jerry Chambers, Chief Financial Officer, First Academy & ISM Consultant
10:15 AM - 10:45 AM Break
10:45 AM - 12:00 PM Financial Implications of School Security Dan Stephens, President, Invictus Consulting
12:00 PM - 12:00 PM Snack Pack To Go

For More Information:

Dianne Sagaas
Dianne Sagaas
Director of Professional Development MISBO (404)921-3812