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2022 MISBO Annual Conference

2022 MISBO Annual Conference

Bridge to the Future

Wednesday, October 26, 2022 to Friday, October 28, 2022

Event Details

The 2022 MISBO Annual Conference – Bridge to the Future is designed for the operational leaders in independent schools.

The independent school community continues to evolve, proving time and again the resiliency of our school leaders. This conference will provide you with an opportunity to develop your skills while you expand your knowledge and professional network when learning from education industry leaders and peers. Connect with your colleagues in beautiful Savannah, GA, a city known for manicured parks, horse-drawn carriages, and a historic district filled with cobblestone squares, surrounded by exceptional restaurants and exciting nightlife!  

Join your colleagues and work together to reimagine the potential of tomorrow’s education landscape, take lessons learned, and build a Bridge to the Future – one our schools, parents, and students want and need for tomorrow.



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 CPE credits attending this event!

Pre-Conference Workshop

Included with conference registration! Please sign up when you register.

"Silos are Good for Grain, Not for Teams"

Dave Michelman, Michelman Consulting

"Individual commitment to a group effort - that is what makes a team work, a company work, a society work, a civilization work." - Vince Lombardi
Dave Michelman
Schools are made up of many teams: the leadership team, departmental teams, divisional teams, grade-level teams, and others. In order for a school to excel, its teams must excel. Yet, precious little time is spent on helping teams understand how to function at a high level. It is not surprising so many teams fail to reach their potential.

In this session, we will focus on why teams are so important to a school’s success, the dynamics of successful teams, and some structures to improve team dynamics and performance. The information presented will be helpful in running the teams that report to you and to the teams to which you belong.

"The strength of the team is each individual member. The strength of each member is the team." - Phil Jackson

Wednesday, October 26
10:00 am - 2:00 pm
Lunch will be provided.

Registration required.

Keynote Session

Tyler Enslin Headshot

Achievement Now - Elevate Your Success

Tyler Enslin, Tyler Enslin International

According to Inc. Magazine, 92% of individuals who set yearly goals fail to reach them. A fresh approach is needed. During this session, you will learn:

  • the actual reason why so many fail to reach their goals

  • how to create meaningful individual goals

  • the four simple habits to drive achievement immediately

  • more!

Change the course of your life and career, or inspire your staff to reach higher levels with these goal-setting tips.


Pre-Sale (through 3/31):  $395
Early Bird (4/1 – 5/31):  $450
Regular (6/1 - 10/4):  $550
Late (after 10/4): $650

Early Bird (4/1 – 5/31):  $550 
Regular (6/1 - 10/4):  $650 
Late (after 10/4): $750

Hotel & Travel

This event will take place at the Hyatt Regency Savannah. View hotel & travel details.

**PLEASE NOTE: A limited number of rooms are still available at the host hotel! If you cannot reserve a room for the dates you want, we have secured the Hotel Indigo as the overflow hotel.


Earn 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.

David M Adams
David M Adams Director, Governmental & Not-for-Profit Bankng SouthState Bank
Melissa Ade
Melissa Ade Staff Accountant Bethlehem Christian Academy
Tommy Akridge
Tommy Akridge Facility Manager UMS-Wright Preparatory School
Kristi Allen
Kristi Allen Business Office Controller Father Ryan High School
Jeff Ambrose
Jeff Ambrose Director of Finance and Operations Trinity Preparatory School of Florida
Alene Arenas
Alene Arenas Controller Riverside Military Academy
Lee Arledge
Lee Arledge Senior Employee Benefits Consultant USI Insurance Services
Kim Avery
Kim Avery Controller The Westminster Schools
Courtney Barbito
Courtney Barbito Director of Auxiliary and Volunteer Services Mount Paran Christian School
Sandy Barner
Sandy Barner AP The Westminster Schools
Scott Barron
Scott Barron Chief Reinvention Officer School Growth
Karen Beaty
Karen Beaty Asst to Vice President for Finance & Operations The Westminster Schools
Jerry Benson
Jerry Benson Director of Business Services Durham Academy
Chris Blain
Chris Blain Director of Program Development Meriwether Godsey
Toni Boyd
Toni Boyd Vice President for Finance and Operations The Westminster Schools
Beth Brookshier
Beth Brookshier Director of Finance Churchill Center & School
Crystal Brown
Crystal Brown Director of Accounting Battle Ground Academy
Kyle Brown
Kyle Brown Educational Technology Specialist Trident Academy
Christy Browne
Christy Browne Associate Vice President, Human Resources Woodward Academy
Allen Broyles
Allen Broyles Managing Dir/Organizational Learning Practice Lead Mehta Cognition
Kyron Buckner
Kyron Buckner Financial Services Director University School of Nashville
Julie Burke
Julie Burke Controller McDonogh School
Melissa Burkus
Melissa Burkus Regional Experience Manager Foodworks-Compass Group
Nikki Butts
Nikki Butts Managing Director & Strategic Enrollment Management Practice Leader Mehta Cognition
Joy Buzzard
Joy Buzzard Director of Finance & Operations The New Community School
Jim Callis
Jim Callis Associate Head of School The Webb School
Kelly Carlson
Kelly Carlson Director of Finance The Pine School
SCOTT CARLSON Chief Financial Officer Rabun Gap-Nacoochee School
Jennifer Carroll
Jennifer Carroll Partner Fisher Phillips
Tracie Catlett
Tracie Catlett Head of School Greensboro Day School
Kelly Coggins
Kelly Coggins Communications & Membership Manager MISBO
John Coker
John Coker President, Foodworks Foodworks-Compass Group
Jenni Cole
Jenni Cole Director of Business Operation George Walton Academy
Kathleen Cole
Kathleen Cole Director of Human Resources The Children's School
Lee Conner
Lee Conner Vice President for Operations Woodward Academy
Joe Cordero
Joe Cordero IT Director Mt. Paran Christian School, Inc.
Philip Cork
Philip Cork Former Associate Headmaster for Finance
R. Charleen Crawford
R. Charleen Crawford Chief Financial Officer/HR Director Hancock Day School
Mary Cummings
Mary Cummings Technology Services Director St. Joseph's Catholic School-SC
Noel Daluise
Noel Daluise VP, Not-for-Profit Banking SouthState Bank
Lacey Dapore
Lacey Dapore HR Assistant Carrollwood Day School
Jim Daughdrill
Jim Daughdrill Director of Business Development The Enrollment Management Association
Amelia Daul
Amelia Daul Consortium Manager MISBO
Jon Day
Jon Day Asst Principal - HS Christian Academy of Knoxville
Kelley Day
Kelley Day Coordinator of Enterprise Operations The Westminster Schools
Rachel Deems
Rachel Deems Interim Head of School Spartanburg Day School
Judi DiGioia
Judi DiGioia Event Planner SAGE Dining Services
William Dillard
William Dillard Director of Marketing Building Solutions
Judy Donahue
Judy Donahue HR Director The Webb School
Carrie Eady
Carrie Eady Director of Human Resources Darlington School
Marsha East
Marsha East Assoc Dir of Schools for Finance and Operations University of Chicago Laboratory Schools
Michele Elliott
Michele Elliott Controller The Webb School
Tyler Enslin
Tyler Enslin Professional Speaker Tyler Enslin International
Betsy Fanning
Betsy Fanning Head of School Trident Academy
Natalie Ferguson
Natalie Ferguson Chief Financial Officer Darlington School
Kathy Ferguson
Kathy Ferguson Partner Armanino LLP
Tiffany Fernandez
Tiffany Fernandez Accounts Payable Battle Ground Academy
Lisa Flowers
Lisa Flowers Events Manager MISBO
Jodee Foster
Jodee Foster Director of Human Resources Mount Paran Christian School
Chorlana Francis
Chorlana Francis Chief Human Resources Officer The Lovett School
Janet Fulbright
Janet Fulbright Director of Business and Finance Mount Paran Christian School
Valiere Gamble
Valiere Gamble Director of HR Battle Ground Academy
Lisa Gibson
Lisa Gibson Accounts Payable Manager The Westminster Schools
Iris Goodson
Iris Goodson Director of Human Resources Atlanta Speech School
Carrie Gordon
Carrie Gordon Assistant Controller Woodward Academy
Janet Graham
Janet Graham Director of Human Resources McDonogh School
Angela Green
Angela Green Student Account Specialist The Webb School
Johnny Green
Johnny Green Chief Operations Officer Brandon Hall School
Ann Gushue
Ann Gushue Business Office Accountant St. Joseph's Catholic School-SC
Elizabeth Hickman
Elizabeth Hickman Client Development Manager Fisher Phillips
Kevin Hill
Kevin Hill Senior Vice President of Sales Perimeter Office Products
Michelle Hines
Michelle Hines Director of Business Affairs Whitefield Academy
Dana Holbrook
Dana Holbrook Business Office Coordinator The Howard School
Joan Hollifield
Joan Hollifield Information Services for Advancement Shorecrest Preparatory School
Christie Holman
Christie Holman CFO The Walker School
Preston Hombroek
Preston Hombroek Regional Sales Manager Mitsubishi Electric Trane HVAC US
Jim Hoye
Jim Hoye Head of School Hancock Day School
Ryan Hudak
Ryan Hudak Chief Financial Officer The Schenck School
Emily Huddleston
Emily Huddleston Manager Armanino LLP
Laurie Hyde
Laurie Hyde Accounts Receivable Manager The Westminster Schools
Paul Ibsen
Paul Ibsen Former Assistant Head of School
Willie Ivery
Willie Ivery Enterprise Sales Manager Blackberry Corporation
Felix Jacomino
Felix Jacomino Director of Technology St. Stephen's Episcopal Day School
Benjamin Johnson
Benjamin Johnson Controller The Frances Xavier Warde School
Jamy L. Juhan
Jamy L. Juhan Director of Summer Programs Woodward Academy
Megan Jurick
Megan Jurick Director of Finance Savannah Christian Preparatory School
Jana Kane
Jana Kane Regional Vice President FACTS Management
Eric Karkau
Eric Karkau Chief Technology Officer Columbia Academy
Damian Kavanagh
Damian Kavanagh President & CEO MISBO
Kristoffer Kennedy
Kristoffer Kennedy Finance Director The Bedford School
Chuck Kerpec
Chuck Kerpec Regional Director Flik Independent School Dining-Compass Group
Veronique Kessler
Veronique Kessler Chief Financial Officer Galloway School
Susan Kimmel
Susan Kimmel Director of the Purchasing Consortium MISBO
Shelley Kinder
Shelley Kinder CFO/COO Villa Duchesne and Oak Hill School
Lance Knight
Lance Knight AVP of Campus Operations Oglethorpe University
Kenan Korfez
Kenan Korfez Account Executive Paymerang
Michelle Kunz
Michelle Kunz Accounts Payable Specialist, Purchasing Carrollwood Day School
Mitchell Larkin
Mitchell Larkin Business Office Associate Carrollwood Day School
MaSheena Lavely
MaSheena Lavely Director of Human Resources Woodward Academy
Lisa Lawrence
Lisa Lawrence Business Office Manager St. Joseph's Catholic School-SC
Byron Lawson
Byron Lawson Head of School Trinity Preparatory School of Florida
James Leachman
James Leachman Senior Account Executive SAGE Dining Services
David Lee
David Lee Partner, Assurance Practice Smith + Howard
Grace Lee
Grace Lee Partner Venable LLP
George Leicht
George Leicht Director of Technology Out-of-Door Academy
Christina Lewellen
Christina Lewellen Executive Director ATLIS
Jeffrey Loughrey
Jeffrey Loughrey Territory Sales Manager Home Depot
Lauren Loy
Lauren Loy Controller Darlington School
Beth Lucas
Beth Lucas Director of Human Resources Charlotte Latin School
Gabe Lucas
Gabe Lucas Principal 12M Recruiting
Louise Mann
Louise Mann Chief Financial Officer Woodward Academy
Todd Manuel
Todd Manuel Sales Manager Interstate Transportation Equipment (Thomas Built Buses)
Dan Maples
Dan Maples Director of Operations Cannon School
Nikia Clark Martin
Nikia Clark Martin CFO Heritage Preparatory School
Jessie Martinez
Jessie Martinez Chief Financial Officer Lake Highland Preparatory School
Jodi Maslaney
Jodi Maslaney Controller Shorecrest Preparatory School
Molly Mastrianni
Molly Mastrianni Account Executive A. W. G. Dewar, Inc.
Charles Maumus
Charles Maumus Asst. Head of School for Finance and Operations Harding Academy
Laura Maxwell
Laura Maxwell Chief Financial Officer Riverside Military Academy
Jennifer Mayser
Jennifer Mayser Business Manager Trident Academy
Robert McArthur
Robert McArthur CFOO Charlotte Latin School
Ed McCabe
Ed McCabe Chief Financial Officer San Antonio Christian School
Kathleen McCooK
Kathleen McCooK Chief of Staff Mount Paran Christian School
Christine McGoldrick
Christine McGoldrick Business Development Flik Independent School Dining-Compass Group
John McWilliams
John McWilliams Head of School The Montgomery Academy
Kurt Meinberg
Kurt Meinberg Sr. Client Executive & Captive Program Manager ISBC/Oswald Companies
Alan Metcalfe
Alan Metcalfe Founder & Principal Metcalfe Architecture & Design
Sandy Michaud
Sandy Michaud Controller Marist School
Dave Michelman
Dave Michelman Former Head of School at Duke School
David Mitchell
David Mitchell Systems Administrator The Frances Xavier Warde School
Karen Moore
Karen Moore Chief Financial & Operations Officer The Frances Xavier Warde School
Shanna Morales
Shanna Morales Business Manager Palisades Episcopal School
Tara Morris
Tara Morris Human Resources & Payroll Manager Christian Academy of Knoxville
Todd Morris
Todd Morris Finance Director UMS-Wright Preparatory School
Phylicia Moye
Phylicia Moye Controller University School of Nashville
Tara Murphy
Tara Murphy Controller Franklin Road Academy
Jennifer Nelson
Jennifer Nelson Public Service Faculty Carl Vinson Institute of Government
Donna Novell
Donna Novell HR/Benefits Coordinator Shorecrest Preparatory School
Donna O'Connell
Donna O'Connell Controller St. Stephen's & St. Agnes School
Sabrina Olivier
Sabrina Olivier Auxiliary Programs Manager Carrollwood Day School
Victor Panchuk
Victor Panchuk Director of Campus Facilities The Westminster Schools
Jonathon Pannell
Jonathon Pannell Senior Director Campus Services Group
Allison Pearson
Allison Pearson Controller Woodward Academy
Meredith Pennington
Meredith Pennington Director of Finance & Operations Deerfield-Windsor School
Ginny Phillippi
Ginny Phillippi Senior Vice President, Education Specialty Practice Group Not for Profit and Government Banking Truist Bank
Leslie Phillips
Leslie Phillips CEO Meriwether Godsey
Norman Pierce
Norman Pierce Client Executive Transamerica
Anita Pittman
Anita Pittman Director of Human Resources Carrollwood Day School
Larry Pittman
Larry Pittman Chief Financial Officer Carrollwood Day School
Jeff Plunk
Jeff Plunk Head of School Savannah Christian Preparatory School
Beth Pollard
Beth Pollard Chief Financial Officer Ensworth School
Camille Pope
Camille Pope Chief Financial Officer Savannah Country Day School
Julie Ray
Julie Ray Chief Financial Officer Mount Paran Christian School
Joe Rayburn
Joe Rayburn Director of Sales Building Solutions
Jennifer Reed
Jennifer Reed Disbursement Manager Oglethorpe University
Armond Reese
Armond Reese Regional Practice Leader Truist Bank
Dana Ridenour
Dana Ridenour Assistant Head of School Business and Finance Mount Pisgah Christian School
Jeff Role
Jeff Role Chief Financial Officer/Chief Operating Officer The Bolles School
Steve Ross
Steve Ross Transportation and Special Projects Coordinator Mount Paran Christian School
Bill Rouse
Bill Rouse President Campus Services Group
Jenna Rubin
Jenna Rubin Associate Fisher Phillips
Sara Rubinstein
Sara Rubinstein Head of School Carrollwood Day School
Chris Russo
Chris Russo Director, SLED Sales Blackberry Corporation
Dianne Sagaas
Dianne Sagaas Director of Professional Development MISBO
Daniel Sage
Daniel Sage Senior Manager Smith + Howard
Helen Schleis
Helen Schleis Dir - Business Development School Specialty
Maria Sebastian
Maria Sebastian Accounts Payable Specialist The Webb School
John Sess
John Sess Director of Operations Mount Paran Christian School
Michelle Shea
Michelle Shea Vice President MISBO
Olivia Simpson
Olivia Simpson HR Director Bethlehem Christian Academy
Chris Smith
Chris Smith Senior Vice President McGriff Insurance Services
Suzanne Spunzo
Suzanne Spunzo Director New Pinnacle Consulting Group, LLC
Teresa Standard
Teresa Standard Chief Financial Officer University School of Nashville
Connie Steinmetz
Connie Steinmetz CFO Father Ryan High School
Asbury Stembridge
Asbury Stembridge Financial Analyst The Westminster Schools
Kayce Stillings
Kayce Stillings Senior Manager Armanino LLP
Alan Stob
Alan Stob Chief Financial Officer/Head of Evert Campus Grandview Preparatory School
Jack Strain
Jack Strain Executive Vice President A. W. G. Dewar, Inc.
Joan Strother
Joan Strother Dir of Information Literacy and Services Savannah Country Day School
Don Swanson
Don Swanson Head of Finance Pulaski Academy
Richard Swindell
Richard Swindell Director of Business Operations Sidwell Friends School
Ashley Sykes
Ashley Sykes Associate Venable LLP
Diana Tagliarini
Diana Tagliarini Controller Carrollwood Day School
Kerrie Thigpen
Kerrie Thigpen Business Office Mount Paran Christian School
Louis Tullo
Louis Tullo Chief Technology Officer Ravenscroft School
Laura Turner
Laura Turner Associate Head of School for Finance & Operations Franklin Road Academy
William Turner
William Turner Director of Operations Mill Springs Academy
Mark Vosskamp
Mark Vosskamp Chief Financial Officer Girls Preparatory School
Cristy Walden
Cristy Walden Chief Financial Officer Cornerstone Christian Academy
Kelley Waldron
Kelley Waldron Head of School St. Andrew's School
Nancy Walker
Nancy Walker Regional Vice President Flik Independent School Dining-Compass Group
Mike Waylett
Mike Waylett Financial Consultant Southern Teachers
Krista Webb
Krista Webb Chief Financial Officer Christian Academy of Knoxville
Alan Weiler
Alan Weiler Director of Finance and Operations Athens Academy
Inita Wells
Inita Wells Human Resources Director University School of Nashville
Danielle Welsh
Danielle Welsh Accountant The Walker School
Michael Westover
Michael Westover Director of Facilities Christian Academy of Knoxville
Torrey Williams
Torrey Williams Chief Information Officer The Westminster Schools
Robert Wilson
Robert Wilson IT Director McCallie School
Jamey Wood
Jamey Wood Business Officer/Academic Dean The King's Academy
Lisa Wylie
Lisa Wylie Chief Financial Officer / Chief Operating Officer Shorecrest Preparatory School
Jennifer Wyly
Jennifer Wyly Associate Head of School/COO Maclay School
20 Other Registered Attendees


October 26
10:00 AM - 2:00 PM Pre-Conference Workshop "Silos are Good for Grain, Not for Teams" with Dave Michelman | Separate Registration required
3:00 PM - 5:00 PM Conference Registration
4:45 PM - 5:00 PM New Attendee Welcome
5:00 PM - 6:30 PM Opening Reception
9:00 PM - 10:30 PM Chair's Open House
October 27
7:30 AM - 8:30 AM Buffet Breakfast
8:00 AM - 3:30 PM Exhibit Hall Open
8:30 AM - 9:00 AM Chair's Welcome
9:00 AM - 10:00 AM Keynote Session "Achievement Now" with Tyler Enslin
10:00 AM - 10:30 AM Break with Sponsors
10:30 AM - 11:30 AM Breakout Sessions "Shifting from Status Quo Tuition Setting to Sustainable Affordability Strategy"
10:30 AM - 11:30 AM Breakout Session "Schools in Transition: The Legal Landscape of Gender Identity and Transgender Issues"
10:30 AM - 11:30 AM Breakout Session "Leveraging the Power of Diverse Perspectives around your Investment Strategy"
10:30 AM - 11:30 AM Breakout Session "Technology Roundtable"
11:30 AM - 12:30 PM Plated Lunch & State of the Association
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 "Out-of-the-box Hiring and Career Advancement"
2:00 PM - 3:00 PM Breakout Session "GEN Z to GEN A: Is Your Dining Ready for the New Cultural Expectation? "
2:00 PM - 3:00 PM Breakout Session "The Lifecycle of a Well-Rounded IT Director"
2:00 PM - 3:00 PM Breakout Session "How Do You Record THIS Contribution"
3:00 PM - 3:30 PM Break with Sponsors
3:30 PM - 4:30 PM General Session "The Role Independent Schools Play in Community and Economic Development" with Jennifer Nelson
5:00 PM - 6:30 PM MISBO On Tap | Beer Tasting Event
October 28
7:30 AM - 8:30 AM Buffet Breakfast
8:30 AM - 9:00 AM President's Address
9:00 AM - 10:00 AM General Session "Planning with a Heart: Cohesive School Transformation for Sustainable Impact" with Scott Barron and Alan Metcalfe
10:00 AM - 10:15 AM Break
10:15 AM - 11:15 AM Breakout Session "The Evolution of the COO Role in Independent Schools"
10:15 AM - 11:15 AM Breakout Session "Managing Employee and Student Mental Health Issues"
10:15 AM - 11:15 AM Breakout Session "Out With the Old, In with the New: How to Restructure Board Committees so They Advance Your Mission"
11:15 AM - 11:30 AM Break
11:30 AM - 12:30 PM Breakout Session "The Great Resignation, Regaining Momentum in the Business Office"
11:30 AM - 12:30 PM Breakout Session "Essential Enrollment Management Questions Every Business Office Should Consider in 2022"
11:30 AM - 12:30 PM Breakout Session "Technology Roundtable"
12:30 PM - 1:00 PM Conclusion / Grab & Go Lunch

For More Information:

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


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

MISBO On Tap | Beer Tasting Event 

Back by popular demand! All three Beer Bros will be in the house! Join Russ, Lowell, and Mike as they walk us through different styles of beer, teaching us the intricacies of hops and fermentation styles.

New this year! This event will be complimentary with conference registration. Simply RSVP when you register.

Event Policies

Click here to review the Event Registration and Cancellation Policies.

Get Social

Join the buzz for this event! #MISBOAC22

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