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Greenville, SC 29601
United States
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2024 MISBO Annual Conference
Wednesday, October 23, 2024
to Friday, October 25, 2024
Hyatt Regency Greenville
220 North Main StreetGreenville, SC 29601
United States
Event Details
The 2024 MISBO Annual Conference is designed for the operational leaders in independent schools.
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 by attending this event!
Pre-Conference Workshop
Removing Roadblocks to Remarkable Relationships
What does it take to create an amazing team? How do you build the bridges required to ensure everyone is connecting while also closing the gaps of miscommunication?
Organizations are made up of so many diverse personalities! Learning to navigate what does and doesn’t work can create roadblocks to creating engaging team experiences. Likewise, our customers and the groups we serve notice when teams aren't on the same page and that creates roadblocks for both sales and service.
Creating connections with both your internal team and your customers is paramount to success. Building the right environment for this may be easier than you think!
This hands on workshop will have you laughing, learning and building your way to a better team.
REGISTRATION
Add to conference registration: $59
Pre-conference workshop only: $99
Wednesday, October 23
10:00 am - 2:00 pm
Lunch will be provided.
Please sign up when you register.
REGISTRATION
Members Pre-Sale (3/25 - 4/14): $395Early Bird (4/15 – 5/31): $450
Regular (6/1 - 10/7): $550
Late (after 10/8): $650
Non-Members Early Bird (4/15 – 5/31): $575
Regular (6/1 - 10/7): $675
Late (after 10/8): $795
Hotel & Travel
This event will take place at the Hyatt Regency Greenville. Hotel and travel information is located here.
CPE CREDIT
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: www.nasbaregistry.org.
HRCI Credit
This program has been submitted to the HR Certification Institute for review.
Mike Adcock
Director of Campus Security
The Heritage School
Ric Anderson
Chief Financial Officer
Tallulah Falls School
Alene Arenas
Controller
Riverside Preparatory Academy
Kate Auger-Campbell
Executive Director of Sales and Marketing
ISM Insurance, Inc.
John Bailey
Director of K-12 Business Development
FMX
Todd Ballaban
Head of Middle School
Charlotte Latin School
Robert Riggar-Pinnacle Bank
Relationship Manager for Not-for-Profit Banking
Courtney Barbito
Director of Auxiliary and Volunteer Services
Mount Paran Christian School
Yedidiah Barker
Assistant Business Manager
Atlanta Youth Academy
Sami Belhareth
Head of Business Development
Flint
Jimmy Bettis
Director of Facilities
Mount Vernon School
Marcia Bettis
Director of Human Resources
Mount Pisgah Christian School
Chris Blain
Director of Program Development
Meriwether Godsey
Kerry Bossak
Director of Technology
The Walker School
Erik Brown
IT Director - Cybersecurity
FACTS Management - Nelnet
Kelly Burns
CFO
Mount Pisgah Christian School
Jim Callis
Associate Head of School
The Webb School
Scott Carlson
Chief Financial Officer
Rabun Gap-Nacoochee School
Sohan Choudhury
CEO and Co-founder
Flint
Jennifer Cobb
Business Office Coordinator
St. Peter's Episcopal School
Kelly Coggins
Senior Manager of Communications & Membership
MISBO
James Conner
PAIS
Joe Cordero
IT Director
Mount Paran Christian School
Chip Cresswell
CFO, COO
ISM Insurance, Inc.
Cody Crowder
Accounting Manager
Tallulah Falls School
Mary Cummings
Technology Services Director
St. Joseph's Catholic School-SC
Amelia Daul
Consortium Manager
MISBO
Madeleine Dial
Interior Designer
Meteor Education
Jennifer Dillon
Director of Finance
The Bright School
Charmaine Dorrell
Director of Business and Finance
Atlanta Youth Academy
Amanda Dykes
HR Director and Payroll Specialist
Christian Heritage School
Ted Earles
Business Development
Voluntary Benefits at Work
Mitch Faschian
Account Manager
FMX
Tim Finnegan
Chief Financial Officer
Greensboro Day School
Marlee Fleming
Diector of Human Resources
Tallulah Falls School
Madalyn Folgate
Paymerang
Emmett Forrester
Chief Financial Officer
Riverside Preparatory Academy
Chorlana Francis
Chief Human Resources Officer
The Lovett School
Andy Fricke
Director of Financial and Personnel Processes
Episcopal School of Jacksonville
Matt Gazillo
Market Development Executive
HD Supply
Iris Goodson
Director of Human Resources
Atlanta Speech School
Chelsea Guelich
Sales Operations Manager
Meteor Education
Shelly Hazlett
Human Resource Director
Greensboro Day School
Karen Himebaugh
Director of Finance & HR
The John Crosland School
Jessica Hodges
Controller
Greensboro Day School
Bryan Huggett
Director of Facilities
Holy Innocents Episcopal School
Paul Ibsen
Former Assistant Head of School
Joaquin Infante
Director of Information Technology
Jewish Leadership Academy
Peter Kaihani
Solutions Consultant/SVP
Truist Bank
Laura Kajor
Director of Sales
ISM Insurance, Inc.
Jana Kane
Regional Vice President
FACTS Management - Nelnet
Robin Kiser
Senior HCM Account Executive
Paylocity
Ed Knapp
Chief Financial Officer
Holy Innocents' Episcopal School
Brendan Linder
Senior Account Executive – Facility Solutions
Staples Facilities Solutions
Louise Mann
Chief Financial Officer
Woodward Academy
Jessie Martinez
Chief Financial Officer
Lake Highland Preparatory School
April McCabe
Senior Client Consultant
Captivated Health
Ed McCabe
Chief Financial Officer
San Antonio Christian School
Julie McDonald
Accounting Assistant
Episcopal Day School - NC
Cheryl McDowell
Vice President, Education Practice Group
IMA Financial Group
Christine McGoldrick
Business Development
Flik Independent School Dining-Compass Group
Amber McKeen
Senior Risk Consultant
Praesidium
Miyoung Mead
Director of Human Resources
Lausanne Collegiate School
Nishant Mehta
Founder, President
Mehta Cognition
Kurt Meinberg
Sr. Client Executive & Captive Program Manager
Independent School Benefits Consortium (ISBC)
Kevin Melvin
Education Practice Lead
IMA Financial Group
John Mongelli
Chief Financial Officer
The Lovett School
Brian Moore
Director of Human Resources
Wesleyan Christian Academy
Jennifer Morrison
Controller and Director of Tuition Assistance
GIRLS PREPARATORY SCHOOL INC
Meryl Myles
Director of Sales and Marketing
BusMax
Jeanna Nichols
Account payable and Purchasing Office Administrator
Tallulah Falls School
James Palmieri
Senior Vice President
National Business Officers Association (NBOA)
Claudia Perez
Senior Manager, Assurance Services Group
Smith + Howard
Rob Peters
Partner
Sterling Seacrest Pritchard
Ginny Phillippi
Senior Vice President, Education Specialty Practice Group Not for Profit and Government Banking
Truist Bank
Jackie Porubiansky
Director Of Facilities
The Walker School
Ryan Raines
Controller & IT Director
Seffner Christian Academy
Holly Roberts
Business Manager
Christian Heritage School
Michael Rogers
Director of Plant Services
TALLULAH FALLS SCHOOL
Margie Rowan
Purchasing Specialist
Mount Paran Christian School
Marta Ruggles
Client Relations & Operations Adviser
Meriwether Godsey
Daniel Sage
Senior Manager
Smith + Howard
Angela Scott
Business Manager
Episcopal Day School
Angela Scott
Business Manager
Episcopal Day School - NC
John Sess
Director of Operations
Mount Paran Christian School
Alli Sheets
HR Specialist
Mount Pisgah Christian School
Chris Shields
Chief Financial Officer
Brainerd Baptist School
Jeffrey Shields
President & CEO
National Business Officers Association (NBOA)
Maurice Short
VP of Sales
SAGE Dining Services
Morgan Simkins
Director of Business Development, Corporate Services
Flik Independent School Dining-Compass Group
Kevin Smith
CFO
Mount Paran Christian School
Kayce Stillings
Senior Manager
Armanino LLP
Tim Stutzman
CFO
St. Anne's Belfield School
Liz Summers
Assistant Head, Director of Finance and Operations
Heathwood Hall Episcopal School
Benjamin Tipton
Associate Director of Operations
Gaston Day School
John Tracy
Director of Technology
The Montgomery Academy
Susan Trippe
Sr. Accountant
Mount Pisgah Christian School
Polly Wallace
Chief Operating Officer
St. Benedict's Episcopal Day School
Mike Waylett
Director of Consulting
Southern Teachers
Russ Webb
Executive Director
Jared Weinberg
HCM Account Executive
Paylocity
Joan Wheeler
Finance Manager
Bishop Moore Catholic High School
Megan Wildebour
Business Manager
Trident Academy
Kevin Wilder
Sales Consultant
Captivated Health
Brian Williams
Senior Relationship Manager
Truist Bank
Torrey Williams
Chief Information Officer
Westminster
Debra Wilson
President
National Association of Independent Schools (NAIS)
Scott Wilson
President & Headmaster
Bryan Wimmer
Learning Experience Coordinator
Meteor Education
Kaitlin Windle
CEO & Co-Founder
Apte, Inc.
Peter Winebrenner
Principal
Hort Coplan Macht
Lisa Wylie
Chief Financial Officer / Chief Operating Officer
Shorecrest Preparatory School
Merilan Zarsadias
Director of Human Resources
Lake Highland Preparatory School
John Zipp
AVP Sales and Business Development
Transamerica
Agenda
| October 23 | |
| 8:00 AM - 9:00 AM | Pre-Conference registration |
| 9:00 AM - 1:00 PM | Pre-Conference Workshop (separate registration) Removing Roadblocks to Remarkable Relationships |
| 3:00 PM - 4:15 PM | Conference Registration |
| 4:15 PM - 6:30 PM | Opening Reception |
| 5:00 PM - 6:00 PM | General Session Power & Impact: The Head/CFO Relationship |
| October 24 | |
| 8:00 AM - 8:45 AM | Breakfast |
| 8:45 AM - 9:00 AM | Chair's Welcome |
| 9:00 AM - 10:00 AM | Keynote Session |
| 10:30 AM - 11:25 AM | Breakout Session Best Practices to Mitigate Fraud and Cyber Threats within your Treasury Platform |
| 10:30 AM - 11:25 AM | Breakout Session Uncovering the Truth: Employee and Student Misconduct Investigations |
| 10:30 AM - 11:25 AM | Breakout Session Mind, Body & Spirit |
| 10:30 AM - 11:25 AM | Breakout Session Unleash the Power of Hybrid Learning |
| 11:30 AM - 12:45 PM | Lunch and President's Address |
| 12:45 PM - 1:45 PM | General Session Sourcing Solutions |
| 2:00 PM - 3:00 PM | Breakout Session Stacking My Capital: Equity, Gift and Debt - How to Decide? |
| 2:00 PM - 3:00 PM | Breakout Session Vigilant and Secure: Cybersecurity Best Practices for K12 Schools |
| 2:00 PM - 3:00 PM | Breakout Session Top 10 Benefit Plan Errors and Prevention Strategies |
| 2:00 PM - 3:00 PM | Breakout Session HR Roundtable - Effective Strategies and Best Practices |
| 3:30 PM - 4:30 PM | General Session |
| 4:45 PM - 6:15 PM | MISBO on Tap (separate registration) |
| October 25 | |
| 8:30 AM - 9:00 AM | Breakfast |
| 9:00 AM - 9:15 AM | Chair Elect's Address |
| 9:15 AM - 10:15 AM | General Session |
| 10:30 AM - 11:30 AM | Breakout Session The Making of the CFO and HOS Team |
| 10:30 AM - 11:30 AM | Breakout Session Enterprise Risk Management for Independent Schools |
| 10:30 AM - 11:30 AM | Breakout Session Effective Communication Strategies for CFOs and Facilities Directors |
| 10:30 AM - 11:30 AM | Breakout Session Navigating Toxic People in the Workplace |
| 11:45 AM - 12:45 PM | Breakout Session Strategic Insights: Harnessing Data to Navigate Your School's Success |
| 11:45 AM - 12:45 PM | Breakout Session Money Matters to Health and Well-being |
| 11:45 AM - 12:45 PM | Breakout Session Abuse Risk Prevention - A Cultural Change |
| 12:45 PM - 1:15 PM | Grab & Go Lunch |
For More Information:
Sponsors
Interested in sponsoring this event? Contact Dianne Sagaas for more information.
Event Policies
Click here to review the Event Registration and Cancellation Policies.