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2020 MISBO Annual Conference
Tuesday, October 27, 2020
to Friday, October 30, 2020
Event Details
Get your powerpass and Join us virtually!
What is a powerpass?
A PowerPass means ONE paid registration per school - anyone and everyone can attend! See below for more information.
The 2020 MISBO Annual Conference - Navigating Tomorrow is designed for operational leaders in independent schools. As the world changes around us, independent schools must navigate those changes in all areas of school leadership. During this conference you will hear from education industry leaders and your peers, who will share lessons learned in 2020 along with new ideas and tools to help you manage the challenges you face daily.
Make sure your school is part of an unforgettable virtual experience, as together we plot a course to a more successful tomorrow!
sessions for everyone!
Finance | Operations | Human Resources | Heads of School | Technology Facilities | Auxiliary Programs
View the FULL SCHEDULE
be inspired by
Back by Popular Demand!
Ben Scafidi, Ph.D., Director of the Education Economics Center,
Kennesaw State University
&
Roger Tutterow, Ph.D., Henssler Financial Endowed Chair, Director of the Econometric Center, and Professor of Economics, Kennesaw State University
Nishant Mehta
Partner and Managing Director & Independent Schools Practice Leader at Storbeck Search & Associates
(formerly Head of School at The Children's School, Atlanta, GA)
Lowell Aplebaum, FASAE, CAE, CPF
Master Facilitator and Strategy Catalyst
Vista Cova
Breakout Sessions Include:
- Strategies for Analyzing Net Tuition Revenue
- What's Next for HR Professionals
- Defining Your Dollars: Building the Proper Reserves from Within
- The Next Normal: Accelerating the Schools of the Future Through Disruptive Strategy and Innovation
- Technology Budgeting in Uncertain Times
- The Lady or The Tiger: How to Make Good Decisions When the Community is Divided
- Hiring Panel Discussion: How to Find Diversity, Flexibility, and the Right Skill Set
- How 2020 Will Shape 2021 Summer Programs
- Ed Tech Quick Hits
- Planning Capital Improvement Projects: How Tech Leaders Can Save Time and Money
- Effective Financial Governance Through the Business Officer and Board Partnership
- Maintaining Security in the Age of COVID
REGISTRATION
PowerPass (Member): $395
PowerPass (Non-Member): $495
PowerTeam (Additional Registrations from the Same School): FREE
Register Now
What is a PowerPass and how does it work?
The PowerPass provides your entire school access to the conference! Purchase just one PowerPass and then register anyone else from your school, free of charge.
- Register one person to get your school's PowerPass
- Register additional people at the same time (for free!) using the PowerTeam ticket
- Not sure yet who else will want to attend? The PowerPass holder will receive a promo code in their confirmation email to share, so others can register for free at a later date
Check to see if your school already has a PowerPass - view registered attendees.
If a colleague is already registered, ask them to share their promo code! Or simply contact MISBO, and we'll be happy to assist you.
If a colleague is already registered, ask them to share their promo code! Or simply contact MISBO, and we'll be happy to assist you.
Notes:
- Members must log in to receive member pricing.
- All those who plan to attend the conference should be registered ahead of time.
- One PowerPass must be purchased before free registrations can be entered.
- Consortium Partners and other non-school organizations are not permitted to register for the conference unless attending as part of a sponsorship. Contact Dianne Sagaas at 404-921-3812 for more details.
Registered Attendees
Join this fantastic group at the conference for interactive sessions and valuable networking opportunities!
Not sure if your school already has a PowerPass? Check the attendee list below.
If a colleague is already registered, ask them to share their promo code! Or contact MISBO for assistance.
Tina Abbott
Director of Technology
Heritage School
David M Adams
Director, Governmental & Not-for-Profit Bankng
Stifel, Nicolaus & Company, Inc.
Angie Antici
Associate Head of School for Finance & Advancement
Jackson Academy
Lowell Aplebaum
Master Facilitator and Strategy Catalyst
Vista Cova
Michael Arjona
Assistant Head of Lower School
The Walker School
Jessamy Austin
Program Leader, After-School Enrichment
The Collegiate School
Kim Avery
Controller
The Westminster Schools
Foroud Azimi
Project / Program Manager
The Westminster Schools
Palmer Ball
President
Palmer Ball Consulting, LLC
Susan Banke
Clinical Associate Professor
Kennesaw State University
Paige Barnes
Human Resources Manager
Franklin Road Academy
Wendy Barnhart
Interim Chief Financial Officer
St. Anne's Belfield School
Lindsay Barrera
Operations Coordinator
University School of Nashville
Leo Barrios
Assistant Director of Facilities
Woodward Academy
James Bartlett
Business & Financial Consultant
Lake Highland Preparatory School
Jennifer Baselice
Director of Technology
Lake Highland Preparatory School
Michelle Baxter
Librarian, MS Communications Instructor
Episcopal School of Jacksonville | Munnerlyn Campus
Patsy Beckwith
Director of Human Resources
Mill Springs Academy
Roslyn Benjamin
Head of School
The Children's School
Conan Bickford
Manager of Safety & Security
Lake Highland Preparatory School
Mike Black
Senior Account Manager
A3 Communications
Katie Black-Bowling
Director of Fine Arts
Episcopal School of Jacksonville, St. Marks Campus
Belinda Blackwood
HR Manager
Cary Academy
Tom Bleick
Director of Facilities
Asheville School
Ken Bomar
Director of Finance
Trinity School
Evelyn Booth
Accounts Payable Specialist
The Collegiate School
Matt Bosch
Business Development, Sr. Director
Sparkfund
Kerry Bossak
Director of Technology
The Walker School
Christine Branin
Director of Auxiliary Services
The Collegiate School
Kelli Brettel
Business Office Accounting Manager
Oak Hall School
Debbie Brister
Controller and Tuition Assistance Coordinator
Jackson Academy
Beth Brookshier
Director of Finance
Churchill Center & School
Chuck Brown
Director of Facilities
Heritage School
Kyle Brown
Educational Technology Specialist
Trident Academy
Leigh Brown
Accountant
Heritage School
Stephanie Brown
Comptroller
Episcopal School of Jacksonville, Munnerlyn Campus
Christy Browne
Associate Vice President, Human Resources
Woodward Academy
Todd Broyles
IT Director
Carrollwood Day School
Callie Cable
Human Resource Specialist
Spartanburg Day School
Stacy Calfo
Content Manager
Florence Calhoun
Chief Financial Officer
Episcopal School of Jacksonville | St. Mark's Campus
Jennifer Carey
Technology & Innovation Director
Temple Beth Am
Sheila Cash
Director of Finance and Operations
Spartanburg Day School
Ken Cheeseman
Head of School
The Webb School
Anita Childers
Controller
Saint Joseph's Catholic School
Debbie Clabo
Assistant to CFO/COO
The Collegiate School
Chuck Clark
Solutions Designer
Lausanne School
Meg Cline
Director of Summer Programming
Lausanne Collegiate School
Alan Cole
Senior Director, Higher Education Sales
TIAA
Nancy Coleman
Director of Enrollment Management
Oak Hall School
Corey Colman
Director of Auxiliary Programs
Porter-Gaud School
Philip Cork
Former Associate Headmaster for Finance
Saint Andrew's School
Cindy Cox
Asst Office Manager
The Webb School
Leslie Crais
Director of Aftercare
Lausanne 360
Stewart Crais
Chief Information Officer
Lausanne Collegiate School
Angela Crevar
Principal
The King's Academy
Mary Cummings
Technology Services Director
Saint Joseph's Catholic School-SC
Allison Day
Asst Head & MS Administrator
The Bedford School
Rachel Deems
Interim Head of School
Spartanburg Day School
Charmaine Dorrell
Assistant Director of Finance
Berkeley Preparatory School
Elizabeth Duncan
Director of Auxiliary Programs and Special Events
Saint Andrew's-Sewanee School
Tammy Dunn
IT Services Manager
The Collegiate School
Lauren Edwards
Senior Accountant
The Collegiate School
Irene Eskalis
Financial Accountant
Episcopal School of Jacksonville, Munnerlyn Campus
Cameron Evans
Student Billing Coordinator
The Collegiate School
Sara Evans
Project Manager
PAISBOA
Betsy Fanning
Head of School
Trident Academy
Natalie Ferguson
Chief Financial Officer
Darlington School
Louis Fierro
Director of IT
The Collegiate School
Elizabeth Fioravanti
Accounting and Benefits Manager
Harding Academy
Elise Folk
Director of Auxiliary Programs
Episcopal Day School - GA
Ann Fox
HR Specialist
Mount Paran Christian School
Bill Freitas
Chief Technology Officer
Charlotte Latin School
Carole Gaillard
Director of Human Resources
Trinity School
Richard Gibson
AV Coordinator, US Technology, US Communications
The Walker School
Dan Gilson
Director of Extended Day
Durham Academy
Julie Gomez
Auxiliary Coordinator
Lake Highland Preparatory School
Brandi Goodman
Technology Integration Specialist
Lake Highland Preparatory School
Troy Graham
Business Manager
Lausanne Collegiate School
Matt Green
Chief Financial Officer
Lakeland Christian School
Jamie Greenleaf
Lead Advisor/Principal
Cafaro Greenleaf, A OneDigital Company
Amy Gregorie
Guidance Director
Trident Academy
Ann Gushue
Business Office Accountant
Saint Joseph's Catholic School-SC
Laurie Guthrie
Special Events Coordinator/Purchasing
The Davis Academy
Michelle Hamilton
Director of Business Operations
The Westminster Schools
Rachel Hammons
Director of Lausanne 360
Lausanne Collegiate School
Jack Hardcastle
Chief Operating Officer
McDonogh School
Crystal Harden-Lindsey
Executive Director
Green Street Academy
Laura Harris
Assistant Head of School for Finance and Operations
Brookstone School
Mina Harris
Accountant
Cary Academy
Tyra Haught
Business Office
The Webb School
Lillian Hazelton
Accountant
The Collegiate School
Chris Hempe
Business Manager
Covenant Day School
Jennifer Hillen
Chief Learning Officer
National Business Officers Association (NBOA)
Ayanna Hill-Gill
Head of School
Atlanta Girls' School
Tina Hinsey
Assistant Director of Technology, US Technology
The Walker School
Louise Hodapp
Director of Finance
The Schenck School
Laura Israel
Student Billing
McCallie School
Randall Jackson
Greater Atlanta Christian Schools, Inc.
Jeff James
Head of School (Director)
Bedford School
Rod Jones
Summer Camp Director
Franklin Road Academy
Eric Karkau
Chief Technology Officer
Columbia Academy
Tanya Kellar
Director of Finance
Charlotte Latin School
Ryan Kelly
Amy Kendrick
Extended Care Lead Associate
Episcopal Day School - GA
Joann Khoder
Business Development
Flik Independent School Dining
Deana Kocylowsky
Human Resources Manager
Covenant Day School
Amy Kostel
Accounting Manager
The Westminster Schools
Bill Krizner
President
The Krizner Group
Linda Kurz
Vice President & National MEP Practice Leader
Transamerica
Diane Lafferty
Director of Technology
Pulaski Academy
Lou Ann Lambert
Business Office/HR Assistant
Charlotte Latin School
Jar Lampard
Human Resources Manager and Accounting Support
Lowell School Inc
Dan Langford
Interim Director of Finance and Operations
Heritage School
Stephanie Layne
Asst. Director of Bus. & Finance
Saint Andrew's-Sewanee School
Cristina LeBron
Director of Educational Technology
The Walker School
Christina Lewellen
Executive Director
ATLIS
Leigh Linhoss
Controller
Girls Preparatory School
Satchel Loftis
Controller
Asheville School
Charles Long
Director of Technology
Asheville School
Lauren Loy
Controller
Darlington School
Kari Luecke
Educational Technologist
University School of Nashville
Aggie Malter, EDD
President and CEO
PAISBOA
Steve Mandell
Founder and Managing Director
Big Back Pack LLC
Adam Mangana
Head of School
Benedict Day School
Megan Mann
Legal Counsel
National Association of Independent Schools (NAIS)
Mary Kay Markunas
National Business Officers Association (NBOA)
Joseph Mattei
Director, MEP Sales
TIAA
John May
Regional Vice President
Transamerica
Kila McCann
Dean of Admission and Financial Aid
The Bolles School
Stacia McFadden
Chief Information Officer
The Lovett School
Dennis McGlinsey
Transportation
Carrollwood Day School
Larry Meade
Dir of Business Support Services
McCallie School
Nishant Mehta
Partner | Managing Director & Independent Schools
Storbeck Search & Associates
Kurt Meinberg
Sr. Client Executive & Captive Program Manager
Independent School Benefits Consortium (ISBC)
James Milford
Head of School
Maclay School
Jeremiah Miller
Assistant Vice President
Stifel, Nicolaus & Company, Inc.
Norma Miller
Controller
University School of Nashville
Seymour Mintzer
Lake Highland Preparatory School
Charlotte Moore
Marketing Manager
BB&T | SunTrust now Truist
Adam Morgan
Physical Plant Manager
The Webb School
Charlene Morgan
Director of Teaching and Learning
Trident Academy
Colby Morgan
Assoc Director, Membership & Business Development
The Enrollment Management Association
Dan Morris
Director of IT
Woodward Academy
Tara Morris
Human Resources & Payroll Manager
Christian Academy of Knoxville
Jeff Morrison
Director of Education Technology
Trinity School
Liz Morse
Managing Director
TIAA
Tara Murphy
Controller
Franklin Road Academy
Lisa Murray
Director of Academic Operations
The Schenck School
Adell Neal
Asst. Controller/HR Diversity & Inclusion Assoc.
University School of Nashville
Charise Neal
Director of Finance
Durham Academy
Kenzie Neel
Director of the Conservatory
Lausanne Collegiate School
Cara Neighbors
Director of Financial Reporting
McCallie School
Melissa Newcomb
Financial Assistance & Accounting Coordinator
The Collegiate School
Crissy Nussbaum
Human Resources Employee Engagement
The Bolles School
Christian Olanowski
Account Executive
Paymerang
Sara Onstad
HR Recruiter
Charlotte Latin School
Debra Orr
Head of School
Mill Springs Academy
Mary Owczarek
Business Manager
Trident Academy
Tom Owenby
Director of Facilities
Woodward Academy
Phyllis Palmiero
Chief Financial Officer/Chief Operating Officer
The Collegiate School
Carla Park
Accounts Payable and Payroll Manager
McCallie School
Krista Parker
Director of Middle and Upper School
Atlanta Girls' School
Donna Patton
Director of Camps and Programs
Christ Presbyterian Academy
Gail Peake
Finance/HR
Shiloh Hills Christian School
Thad Persons
Dean of Faculty
The Westminster Schools
Ginny Phillippi
Senior Vice President, Education Specialty Practice Group Not for Profit and Government Banking
BB&T | SunTrust now Truist
Beth Pollard
Chief Financial Officer
Darlington School
Raymond Pryor
Director of Technology
The Webb School
Jennifer Quindoza
Controller/Risk Manager
The Collegiate School
Crystal Raphael
Associate Director of DEI
Lake Highland Preparatory School
Deborah Reichel
Chief Financial Officer
Cary Academy
Sundayah Reid
HR Administrator
Atlanta Girls' School
Kim Rich
Chief Financial Officer
The Davis Academy
Robert Riggar
Relationship Manager for Not-for-Profit Banking
BB&T | SunTrust now Truist
Bob Robinson
Retired
Nadia Robinson
Director of Finance
Mill Springs Academy
Jennifer Roeder
Product Specialist/Sales Account Manager
ProLogic ITS
Jeff Role
Chief Financial Officer/Chief Operating Officer
The Bolles School
Anastasiia Romanova
Manager of After School Care and Camps
Mount Paran Christian School
Sarah Ross
Assistant Controller
Baylor School
Kirsten Rowe
Director of Human Resources
Oak Hall School
Jennifer Sandberg
Partner
Fisher Phillips
Michele Santa Maria
Director of Human Resources
The Schenck School
Matt Scully
Director of Digital Integration & Innovation
Providence Day School
Mark Seal
Director of Facilities
Woodward Academy
Sarah Sells
Business Office Associate
Saint Andrew's-Sewanee School
Anthony Sgro
Head of School
Asheville School
Jill Sharrett
Sr HR Generalist
Covenant Day School
Whitney Silverman
Staff Attorney
National Association of Independent Schools (NAIS)
Kristin Skelly
Head of School
Heritage School
Deborah Smith
Director of Human Resources
Girls Preparatory School
Morgan Smith
Auxiliary Programs
Saint Edward's School
Stephen Spivey
Director of Safety & Security
The Westminster Schools
Teresa Standard
Chief Financial Officer
University School of Nashville
JP Sticco
Teacher and Director of Facilities
Trident Academy
Hanes Swingle
Comptroller
Asheville School
Beth Switzer
Director of Admissions and Marketing
Trident Academy
Diana Tagliarini
Controller
Carrollwood Day School
Genie Tanner
Human Resources Director
University School of Nashville
Tracy Thomas-Ryans
Sr Business Management Specialist | TIAA Financial
TIAA
Elizabeth Thompson
Chief Financial Officer
McCallie School
Rachel Tilney
Consortia Manager
PAISBOA
Michelle Tinker
Assistant to the President
Pulaski Academy
Lori Tolbert
Controller
Spartanburg Day School
Danielle Tripp
Ass't Director for Summer and Auxiliary Programs
Oak Hall School
Roger Tutterow
Henssler Fin Endowed Chair, Dir of the Econometric
Kennesaw State University
Ellen Tvrdy
Student Accounts and Accounts Receivable
Durham Academy
Sherri Voelkel
CFO
McDonogh School
J.P. Watson
Director of Enrollment and Financial Aid
Mill Springs Academy
Cherylrena Watts
Administrative Assistant
The Collegiate School
Krista Webb
Chief Financial Officer
Christian Academy of Knoxville
Pete Welch
Chief Operating Officer
McDonogh School
Kris Wetterling
Purchasing and Contracts Director
Cary Academy
Cherie White
HR, Benefits and Payroll Manager
Heritage School
Tanesha White
Director of Extended Day
Pulaski Academy
Christina Wilkinson
Human Resources Generalist
The Bolles School
Debra Wilson
President
SAIS
Phil Zaubi
Director of Technology
Porter-Gaud School
Agenda
| October 27 | |
| 3:00 PM - 4:15 PM | Welcome and General Session | The Pandemic Recession: The Importance of Adaptability in a Volatile World Roger Tutterow and Ben Scafidi, Kennesaw State University |
| 4:15 PM - 5:00 PM | Welcome Game |
| October 28 | |
| 12:00 PM - 1:00 PM | Virtual Exhibit Hall |
| 1:00 PM - 2:00 PM | Welcome and General Session |
| 2:00 PM - 2:15 PM | Meet Your Peeps |
| 2:20 PM - 3:10 PM | Breakout Sessions |
| 3:20 PM - 3:50 PM | Sourcing Solutions | Part 1 |
| 3:55 PM - 4:45 PM | Breakout Sessions |
| 4:45 PM - 5:00 PM | Meet Your Peeps |
| 7:00 PM - 8:00 PM | Social Event: "MISBO On Tap" Beer Tasting with The Beer Bros Sponsored by A3 Communications, BB&T | SunTrust now Truist, and ISBC |
| October 29 | |
| 12:00 PM - 1:00 PM | Virtual Exhibit Hall |
| 1:00 PM - 2:00 PM | Welcome and General Session | Storytelling: The Most Powerful Way to Build Relationships and Networking Nishant Mehta, Storbeck Search & Associates |
| 2:00 PM - 2:15 PM | Meet Your Peeps |
| 2:20 PM - 3:10 PM | Breakout Sessions |
| 3:20 PM - 3:50 PM | Sourcing Solutions | Part 2 |
| 3:55 PM - 4:45 PM | Breakout Sessions |
| 4:45 PM - 5:00 PM | Meet Your Peeps |
| 7:00 PM - 8:00 PM | Social Event: Cook-Along with Chef Jet Tila Sponsored by Flik Independent School Dining |
| October 30 | |
| 10:00 AM - 10:30 AM | Virtual Exhibit Hall |
| 10:30 AM - 12:15 PM | President's Address and General Session | We Have a Good Story to Tell Damian Kavanagh, MISBO | Lowell Aplebaum, Vista Cova |
For More Information:
*All times shown in Eastern Time.
MISBO AFTER HOURS: EVENING SOCIAL EVENTS
WEDNESDAY: MISBO On Tap Beer Tasting
Sponsored by A3 Communications and ISBC
Back by popular demand! The Beer Bros will walk us through different styles of beer, teaching us the intricacies of hops and fermentation styles. This is an interactive and engaging event. A list of beers that will be tasted (and suggested alternates) will be shared several weeks before the event, along with suggestions for snacks to pair with them.
THURSDAY: Cook-Along with Chef Jet Tila
Sponsored by Flik Independent School Dining
Join us as Chef Jet Tila (yes - the chef who was on the Mother's Day Episode of Chopped and who ran Rachael Ray's cooking camp) will be showing us how to make a custom-made MISBO meal. The simple ingredient list and other instructions will be shared before the event, so you can cook alongside the chef. There might also be live drawings for cookbooks, which he will sign for you live!
GET SOCIAL
Join the buzz for this event! #MISBOAC20
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CPE CREDIT
Earn up to 10 CPE credits attending this conference!
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: www.nasbaregistry.org.
HRCI Credit
This program has been submitted to the HR Certification Institute for review.
Event Policies
Click here to read the Event Registration and Cancellation Policies.
Sponsorship
Interested in sponsoring this event? Contact Dianne Sagaas for more information.