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2021 MISBO Annual Conference

2021 MISBO Annual Conference

One Step Beyond

Wednesday, October 27, 2021 to Friday, October 29, 2021

Event Details

The 2021 MISBO Annual Conference – One Step Beyond is designed for the operational leaders in independent schools.

The world of education has seen a multitude of changes in the past year, requiring independent school leaders to adapt quickly and address new challenges, finding novel ways to deliver on their missions.

During this conference you will learn from education industry leaders and your peers, who will share lessons on how they were able to move beyond challenges, embracing them instead as opportunities to reimagine the potential of tomorrow’s education landscape.

Come be part of this unforgettable experience as we gather together to learn how we can move past the challenges of today and take One Step Beyond!

View the Full Schedule

Who Should Attend:

  • Business and Operations Officers
  • Business and Operations Staff
  • HR Directors
  • Technology Directors
  • Facilities Directors
  • Auxiliary Programs Directors
  • Heads of School
  • Other Administration and School Leaders

Earn up to 8 CPE credits attending this event!

Keynote Speaker

MISBO is thrilled to feature Keynote Speaker Simon T. Bailey! The author of such books as Be the Spark and Shift Your Brilliance, as well as many others, Simon believes in helping you find your passion and purpose to unlock your ability in a way that ignites sustainable transformation. Understanding the pressure that leaders and high performers are facing amid uncertainty, he will equip you with simple, easy-to-implement strategies to accelerate results and embolden you to think big and lead with purpose. Come prepared to be inspired, be challenged, and leave with tangible takeaways and sustainable action steps. See you there!

Pre-Conference Workshop

"The Anatomy of Happy, High-Functioning Teams"
Erin Meadows, Cause Collaboration

You asked, we listened!

Erin Meadows returns to provide an expanded workshop focusing on your whole team. In “The Anatomy of Happy, High-Functioning Teams,” we will discuss 4 key areas the most successful teams excel in: relationship building, collaboration, emotional intelligence, and communication. No matter the size, make up, and unique challenges of your team, this workshop will give you insights, tools, and prompts to help you contribute to your team in more meaningful, high-functioning ways.

Wednesday, October 27
10:00 am - 2:30 pm
Lunch provided

Registration required. See Registration Options for details.


Register now!

Pre-Sale (through 5/28):  $395
Early Bird
(5/29 - 9/10):  $450
(9/10 - 10/12):  $550
(after 10/12): $650

Early Bird
(5/29 - 9/10):  $550 
 (9/10 - 10/12):  $650 
(after 10/12): $750

Hotel & Travel

This event will take place at the Westin ChattanoogaView hotel & travel deails.


Earn up to 8 CPE credits at 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:

HRCI Credit

This program has been submitted to the HR Certification Institute for review.

Alan Stob
Alan Stob Chief Operating Officer Grandview Preparatory School
Alan Weiler
Alan Weiler Director of Finance and Operations Athens Academy
Alene Arenas
Alene Arenas Controller Riverside Military Academy
Allen Broyles
Allen Broyles Managing Dir/Organizational Learning Practice Lead The Children's School
Anastasiia Romanova
Anastasiia Romanova Manager of After School Care and Camps Mount Paran Christian School
Andrew Klingman
Andrew Klingman VP, Sales Silverback Learning Solutions
Andrew Phelps
Andrew Phelps Chief Business Officer Battle Ground Academy
Angela Green
Angela Green Student Account Specialist The Webb School
Anita Childers
Anita Childers Controller Saint Joseph's Catholic School
Anita Pittman
Anita Pittman Director of Human Resources Carrollwood Day School
Ann Gushue
Ann Gushue Business Office Accountant Saint Joseph's Catholic School
Anne Wiles
Anne Wiles Director of Finance and Business Operations Berkeley Preparatory School
Bernadette Tetlow
Bernadette Tetlow District Manager Flik Independent School Dining
Beth Lucas
Beth Lucas Director of Human Resources Charlotte Latin School
Beth Pollard
Beth Pollard Chief Financial Officer Darlington School
Betsy Fanning
Betsy Fanning Head of School Trident Academy
Bob Fish
Bob Fish Managing Partner Voluntary Benefits at Work
Brian Clark
Brian Clark Managing Director OneDigital
Cameron Mickey
Cameron Mickey National Account Manager - Government Home Depot
Charles Maumus
Charles Maumus Asst. Head of School for Finance and Operations Harding Academy
Charmaine Dorrell
Charmaine Dorrell Controller Berkeley Preparatory School
Chris Kelley
Chris Kelley Human Resources Associate The Westminster Schools
Chris Smith
Chris Smith Senior Vice President McGriff Insurance Services
Christa Hansen
Christa Hansen Director of Human Resources The Westminster Schools
Christina Lewellen
Christina Lewellen Executive Director ATLIS
Christina Niles
Christina Niles National Vice President, Business Development Flik Independent School Dining
Christine McGoldrick
Christine McGoldrick Business Development Flik Independent School Dining
Christopher Done
Christopher Done Dir of Construction & Preventative Maintenance Gulliver Schools
Christy Browne
Christy Browne Associate Vice President, Human Resources Woodward Academy
Christy Taylor
Christy Taylor HR Specialist Spartanburg Day School
Connie McGee
Connie McGee Controller Battle Ground Academy
Crissy Nussbaum
Crissy Nussbaum Human Resources Employee Engagement The Bolles School
Cristy Walden
Cristy Walden Chief Financial Officer Cornerstone Christian Academy
Crystal Brown
Crystal Brown Director of Accounting Battle Ground Academy
Dallas Joseph
Dallas Joseph COO/CFO Baylor School
Damian Kavanagh
Damian Kavanagh President & CEO MISBO
Dana Kardon
Dana Kardon Manager of Human Resources The Epstein School
Daniel Sage
Daniel Sage Manager Smith & Howard
Dave Michelman
Dave Michelman Former Head of School at Duke School Retired
David Lee
David Lee Partner, Assurance Practice Smith & Howard
David M Adams
David M Adams Senior Vice President Stifel, Nicolaus & Company, Inc.
Dean Quiambao
Dean Quiambao Partner, Chief Relationship Builder Armanino LLP
Dianne Sagaas
Dianne Sagaas Director of Professional Development MISBO
Don Swanson
Don Swanson Head of Finance Pulaski Academy
Donna Novell
Donna Novell HR/Benefits Coordinator Shorecrest Preparatory School
Dr. Josh Yother
Dr. Josh Yother President and Head of School Skyuka Hall
Elizabeth Davis
Elizabeth Davis Dir of Mktg & Comm/Dir of Alumni Relations Bright School
Elizabeth Hickman
Elizabeth Hickman Client Development Manager Fisher Phillips
Elizabeth Thompson
Elizabeth Thompson Chief Financial Officer McCallie School
Ellen Baggenstoss
Ellen Baggenstoss Director of Development Brainerd Baptist School
Ellie Begley
Ellie Begley Chief Business Officer Redlands Christian School
Erika Ellison
Erika Ellison Assistant Head of School for Operations The Children's School
Erin Meadows
Erin Meadows CEO Cause Collaboration, LLC
Felix Jacomino
Felix Jacomino Director of Technology Saint Stephen's Episcopal Day School
Florence Calhoun
Florence Calhoun Chief Financial Officer Episcopal School of Jacksonville
Florence Calhoun
Florence Calhoun Chief Financial Officer Episcopal School of Jacksonville, St. Marks Campus
Ginny Phillippi
Ginny Phillippi Senior Vice President Truist
Gordon Geralds
Gordon Geralds Director of Purchasing McCallie School
Iris Goodson
Iris Goodson Director of Human Resources Atlanta Speech School
James Leachman
James Leachman Account Executive SAGE Dining Services
Jamey Wood
Jamey Wood Business Officer/Academic Dean The King's Academy
Jamy L. Juhan
Jamy L. Juhan Director of Summer Programs Woodward Academy
Jana Kane
Jana Kane Regional Vice President FACTS Management
Janet Fulbright
Janet Fulbright Director of Business and Finance Mount Paran Christian School
Janet Graham
Janet Graham Director of Human Resources McDonogh School
Javier Guerrero
Javier Guerrero Director of Facilities Saint Stephen's Episcopal Day School
Jay Danielson
Jay Danielson Director of the Purchasing Consortium MISBO
Jeff Kirby
Jeff Kirby Regional Sales Director Karcher North America
Jeff Morrison
Jeff Morrison Director of Education Technology Trinity School
Jeff Owens
Jeff Owens Partner Armanino LLP
Jennifer Carroll
Jennifer Carroll Attorney Fisher Phillips
Jennifer Cookston
Jennifer Cookston Controller Baylor School
Jennifer Dillon
Jennifer Dillon Chief Financial Officer St. Andrew's-Sewanee School
Jennifer Mayser
Jennifer Mayser Business Manager Trident Academy
Jennifer Reed
Jennifer Reed Disbursement Manager Oglethorpe University
Jennifer Wyly
Jennifer Wyly Chief Financial Officer Maclay School
Jessica Davis
Jessica Davis Assistant Director of Summer Programs Mount Paran Christian School
Jill Hartness
Jill Hartness President Boyd-Buchanan School
Jim Callis
Jim Callis Associate Head of School The Webb School
Jim Daughdrill
Jim Daughdrill Director of Business Development Enrollment Management Association, The
Jimmy Bettis
Jimmy Bettis Director of Facilities Mount Pisgah Christian School
Joan Hollifield
Joan Hollifield Information Services for Advancement Shorecrest Preparatory School
Jodee Foster
Jodee Foster Director of Human Resources Mount Paran Christian School
Joe Cordero
Joe Cordero IT Director Mount Paran Christian School
John Pettinelli
John Pettinelli Director of Government Solutions Home Depot Pro Institutional
John Sess
John Sess Director of Operations Mount Paran Christian School
Johnny Green
Johnny Green Chief Operating Officer Brandon Hall School
Jonathan Ivec
Jonathan Ivec Vice President for Operations/CFO St. Xavier High School
Josh Thomason
Josh Thomason Vice President of Finance and Operations Greater Atlanta Christian School
Joy Buzzard
Joy Buzzard Director of Finance & Operations The New Community School
Judy Donahue
Judy Donahue HR Director The Webb School
Julie Ray
Julie Ray Chief Financial Officer Mount Paran Christian School
Karen Moore
Karen Moore Chief Financial & Operations Officer The Frances Xavier Warde School
Karl J. Sjolund
Karl J. Sjolund Head of School Saint Andrew's-Sewanee School
Kathleen Cole
Kathleen Cole Director of Human Resources The Children's School
Kathryn Phelps
Kathryn Phelps Director of Human Resources Out-of-Door Academy
Kathy Ferguson
Kathy Ferguson Senior Manager Armanino LLP
Katie Wiens
Katie Wiens Executive Director CESA
Kelley Day
Kelley Day Coordinator of Enterprise Operations The Westminster Schools
Kendra Reasor
Kendra Reasor Assistant Head of Currciulum and Instruction Bright School
Kirsten Rowe
Kirsten Rowe Director of Human Resources Oak Hall School
Krista Webb
Krista Webb Director of Finance & Operations Christian Academy of Knoxville
Kristin Watts
Kristin Watts Head of School Bright School
Kristoffer Kennedy
Kristoffer Kennedy Finance Director Bedford School
Kurt Meinberg
Kurt Meinberg Sr. Client Executive & Captive Program Manager Independent School Benefits Consortium (ISBC)
Kurt Meinberg
Kurt Meinberg Sr. Client Executive & Captive Program Manager Oswald Companies/ISBC
Larry Metsch
Larry Metsch Managing Director MeTEOR Education
Larry Pittman
Larry Pittman Chief Financial Officer Carrollwood Day School
Laura Maxwell
Laura Maxwell Chief Financial Officer Riverside Military Academy
Laura Turner
Laura Turner Associate Head of School for Finance & Operations Franklin Road Academy
Lauren Loy
Lauren Loy Controller Darlington School
Lee Arledge
Lee Arledge Senior Employee Benefits Consultant USI Insurance Services
Lee Conner
Lee Conner Vice President for Operations & Auxiliary Services Woodward Academy
Leigh Linhoss
Leigh Linhoss Controller Girls Preparatory School
Linda Gibson
Linda Gibson Sales Representative Southeastern Paper Group
Lindsay Cuppia
Lindsay Cuppia Program and Event Manager MISBO
Lisa Lawrence
Lisa Lawrence Business Office Manager Saint Joseph's Catholic School
Lisa Wylie
Lisa Wylie Chief Financial Officer Shorecrest Preparatory School
Lori Spear
Lori Spear Executive Vice President SAIS
Louise Mann
Louise Mann Chief Financial Officer Woodward Academy
Marcia Bettis
Marcia Bettis Director of Human Resources Mount Pisgah Christian School
Mark Vosskamp
Mark Vosskamp Chief Financial Officer Girls Preparatory School
Mary Cummings
Mary Cummings Technology Services Director Saint Joseph's Catholic School
Maurice Short
Maurice Short VP of Sales SAGE Dining Services
Meryl Healy
Meryl Healy Director of Sales and Marketing BusMax
Michael Westover
Michael Westover Director of Facilities Christian Academy of Knoxville
Michele Elliott
Michele Elliott Controller The Webb School
Michelle Shea
Michelle Shea Vice President MISBO
Mike Pennington
Mike Pennington Vice President Atlanta Apartment Association
Natalie Ferguson
Natalie Ferguson Controller Darlington School
Nikia Clark Martin
Nikia Clark Martin CFO Heritage Preparatory School
Palmer Ball
Palmer Ball Asst to the Headmaster for Fin./Strategic Planning Saint Joseph's Catholic School
Paul Ibsen
Paul Ibsen Former Assistant Head of School Retired
Penny Rowe
Penny Rowe Director of Finance & HR Westchester Country Day School
Phylicia Moye
Phylicia Moye Assistant Controller University School of Nashville
Rachel Blanton
Rachel Blanton Director of Student Services Bright School
Regina Ateca
Regina Ateca Assistant Head of School Brainerd Baptist School
Renee Kropff
Renee Kropff Ass't Head - Operations & Dir of Tech./Instructor Bright School
Renee Timmerman
Renee Timmerman Director of Human Resources Chattanooga Christian School
Richard Swindell
Richard Swindell Director of Business Operations Sidwell Friends School
Robert McArthur
Robert McArthur CFOO Asheville School
Robert Riggar
Robert Riggar Relationship Manager for Not-for-Profit Banking Truist
Roslyn Benjamin
Roslyn Benjamin Head of School The Children's School
Roslyn Terrell
Roslyn Terrell Business Manager High Meadows School
Ross Peters
Ross Peters Vice President, School Strategy EXPLO Elevate
Ryan Hudak
Ryan Hudak Chief Financial Officer The Schenck School
Sabrina McAllister
Sabrina McAllister Business Manager Bright School
Sarah McEleney
Sarah McEleney Senior Client Executive Transamerica
Sarah Robertson
Sarah Robertson Controller Christian Academy of Knoxville
Sarah Wilson
Sarah Wilson Executive Director TAIS
Sean Corcoran
Sean Corcoran Head of School Brainerd Baptist School
Shane Blanton
Shane Blanton Executive Director MAIS
Shanna Morales
Shanna Morales Business Manager Palisades Episcopal School
Sheila Cash
Sheila Cash Director of Finance and Operations Spartanburg Day School
Simon Bailey
Simon Bailey President & CEO Simon T. Bailey International
Susan Flanagan
Susan Flanagan Director of the Purchasing Consortium MISBO
Suzanne Spunzo
Suzanne Spunzo Director New Pinnacle Consulting Group, LLC
Suzette Fandino
Suzette Fandino Business Manager Saint Stephen's Episcopal Day School
Tara Morris
Tara Morris Human Resources & Payroll Manager Christian Academy of Knoxville
Tara Murphy
Tara Murphy Controller Franklin Road Academy
Teresa Standard
Teresa Standard Chief Financial Officer University School of Nashville
Todd Morris
Todd Morris Finance Director UMS-Wright Preparatory School
Toni Boyd
Toni Boyd Vice President for Finance and Operations The Westminster Schools
Torrey Williams
Torrey Williams Chief Information Officer The Westminster Schools
Valiere Gamble
Valiere Gamble Director of HR Battle Ground Academy
Victor Panchuk
Victor Panchuk Director of Campus Facilities The Westminster Schools
Wendy Barnhart
Wendy Barnhart Interim Chief Financial Officer St. Anne's Belfield School
Wendy Daniels
Wendy Daniels VP, Dir of Retirement Strategy and NFP Leader Transamerica
William Turner
William Turner Director of Operations Mill Springs Academy
26 Other Registered Attendees


October 27
10:00 AM - 2:30 PM Pre-Conference Workshop "The Anatomy of Happy, High-Functioning Teams" with Erin Meadows | Separate Registration Required
3:00 PM - 5:00 PM Registration Open
4:45 PM - 5:00 PM New Attendee Welcome
5:00 PM - 6:30 PM Opening Reception
October 28
7:45 AM - 8:30 AM Breakfast
7:45 AM - 3:30 PM Exhibit Hall Open
8:30 AM - 9:00 AM Chair's Welcome
9:00 AM - 10:00 AM Keynote Session "Spark Transformational Leaders" with Simon T. Bailey
10:00 AM - 10:30 AM Break with Sponsors
10:30 AM - 11:30 AM Breakout Session "A Traditional Approach Will No Longer Cut It: Unleash People Potential with a Holistic Strategy"
10:30 AM - 11:30 AM Breakout Session "Tango on a Tightrope"
10:30 AM - 11:30 AM Breakout Session "The Long Tail of COVID - Transitioning from Simply Surviving to Thriving"
11:30 AM - 12:30 PM Lunch & President's Address
12:30 PM - 1:30 PM General Session "Sourcing Solutions"
1:30 PM - 2:00 PM Break with Sponsors
2:00 PM - 3:00 PM Breakout Session "Understanding the Enterprise Risk Management Process in Education"
2:00 PM - 3:00 PM Breakout Session "Performing Under Pressure: How to Lead Your School"
2:00 PM - 3:00 PM Breakout Session "Top Evolving Trends for Independent Schools"
3:00 PM - 3:30 PM Break with Sponsors
3:30 PM - 4:30 PM General Session "How Leaders Can Use Technology and When to Avoid IT!" with Christina Lewellen
5:00 PM - 6:15 PM MISBO On Tap | Beer Tasting Event Ticketed Event
October 29
7:45 AM - 8:30 AM Breakfast
8:30 AM - 9:00 AM Chair-Elect's Welcome
9:00 AM - 10:00 AM General Session "Create Strategy with Execution in Mind: Replacing Incantations with Momentum" with Ross Peters
10:00 AM - 10:15 AM Break
10:15 AM - 11:15 AM Breakout Session "Setting Goals for Action and Finesse"
10:15 AM - 11:15 AM Breakout Session "The Emergence of the COO in Facilities for Independent Schools"
11:15 AM - 11:30 AM Break
11:30 AM - 12:30 PM Breakout Session "Using Federal Funds For Services Without Strings Attached"
11:30 AM - 12:30 PM Breakout Session "Can We Afford or Sustain International Student Programs Any Longer?"
12:30 PM - 1:00 PM Grab & Go Lunch
Download Agenda

For More Information:

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

MISBO On Tap | Beer Tasting Event 

SOLD OUT! Join us next year!

Sponsored by Stifel, Nicolaus & Company, Inc.

Back by popular demand! Mike Pennington of The Beer Bros will walk us through different styles of beer, teaching us the intricacies of hops and fermentation styles. This will be an interactive and engaging event, including blind tastings, snacks, and some surprises!

Join us on Thursday, 5:00-6:15 at Area 61 Gallery, walking distance from the hotel. Buy your ticket when you register for the conference!


View our generous event sponsors!

Interested in sponsoring this event? Contact Dianne Sagaas for more information.

Event Policies

Click here to review the Event Registration and Cancellation Policies.

Acknowledgement of Risk and Safety Procedures: Participation in MISBO’s in-person events signifies an attendee’s acknowledgement of the highly contagious nature of COVID-19 and voluntary assumption of the risk of exposure or infection by attending the event. Attendees agree to comply with all COVID-related procedures that may be implemented by MISBO or the venue, in accordance with CDC, state, local, and hotel requirements and recommendations.

Review our Health & Safety Guidelines.

Get Social

Join the buzz for this event! #MISBOAC21

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