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Clearwater, FL 33767-2460
United States
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53 Other Registered Attendees
2023 MISBO Annual Conference
Wednesday, October 25, 2023
to Friday, October 27, 2023
Hyatt Regency Clearwater Beach Resort & Spa
301 South Gulfview BoulevardClearwater, FL 33767-2460
United States
Event Details
The 2023 MISBO Annual Conference is designed for the operational leaders in independent schools.
This year's theme, "The Clear and Now," is all about gaining clarity and overcoming obstacles to achieve success. Don't miss your chance to enjoy the fun at Clearwater Beach's pristine white sand and crystal-clear waters soaking up the sun and knowledge!
Join friends old and new as we gather the best and brightest industry professionals.
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
"How Can You Be More Effective on Monday?"
Don’t miss Westminster Schools’ Keith Evans, President, and Toni Boyd, Vice President for Finance and Operations, as they present an invaluable workshop that provides a framework to better understand the various dimensions of school leadership and how to elevate your impact.
REGISTRATION
Add to conference registration: $59
Pre-conference workshop only: $99
Wednesday, October 25
10:00 am - 2:00 pm
Lunch will be provided.
Please sign up when you register.
REGISTRATION
Members Pre-Sale (3/20 - 4/8): $395Early Bird (4/9 – 5/31): $450Regular (6/1 - 10/6): $550
Late (after 10/6): $650
Non-Members Early Bird (4/9 – 5/31): $575 Regular (6/1 - 10/6): $675
Late (after 10/6): $795
Hotel & Travel
This event will take place at the Hyatt Regency Clearwater Beach Resort & Spa. View hotel & travel details.
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.
Denise Acosta Musselwhite
CEO/Founder (Tech & Thrive)
David M Adams
Director, Governmental & Not-for-Profit Bankng
SouthState Bank
Vinita Ahuja
Chief Strategy and Operations Officer
Milton Gottesman Jewish Day School
Jeff Ambrose
Business Office
Trinity Prep
Ric Anderson
Chief Financial Officer
Tallulah Falls School
Alene Arenas
Controller
Riverside Preparatory Academy
Courtney Barbito
Director of Auxiliary and Volunteer Services
Mount Paran Christian School
Sandy Barner
AP
Westminster
Scott Barron
Chief Reinvention Officer
School Growth
Ellie Begley
Director of Business Office / Controller
The Woodlands Christian Academy
Marcia Bettis
Director of Human Resources
Mount Pisgah Christian School
Nicole Borosky
Controller
Berkeley Preparatory School
Toni Boyd
Vice President for Finance and Operations
Westminster
Caleb Brown
Director of HR
Galloway School
Crystal Brown
Director of Accounting
Battle Ground Academy
Julie Burke
Controller
McDonogh School
Joy Buzzard
Director of Finance & Operations
The New Community School
Florence Calhoun
Chief Financial Officer
Episcopal School of Jacksonville
Jim Callis
Associate Head of School
The Webb School
Scott Carlson
Chief Financial Officer
Rabun Gap-Nacoochee School
Jennifer Carroll
Partner
Fisher Phillips
Sarita Castillo
Accounts Payable Manager
Berkeley Preparatory School
Tracie Catlett
Head of School
Greensboro Day School
Kelly Coggins
Communications & Membership Manager
MISBO
Paige Coker
Human Resources
The Altamont School
Jenni Cole
Director of Business Operation
George Walton Academy
Kathleen Cole
Director of Human Resources
The Children's School
Lee Conner
Vice President for Operations
Woodward Academy
James Cooper
Chief Financial Officer
Randolph School
Joe Cordero
IT Director
Mt. Paran Christian School, Inc.
Christopher Dalton
Director of Facilities
The Summit School
Noel Daluise
VP, Not-for-Profit Banking
SouthState Bank
Lacey Dapore
HR Assistant
Carrollwood Day School
Amelia Daul
Consortium Manager
MISBO
Kelley Day
Coordinator of Enterprise Operations
Westminster
Lourdes de la Huerta
Facilities Coordinator
Miami Country Day School
Jennifer Dillon
Director of Finance
Bright School
Judy Donahue
HR Director
The Webb School
John Donohoe
Chief Financial Officer
Academy of the Holy Names
Veshali Dubal
Staff Accountant
Berkeley Preparatory School
Michele Elliott
Controller
The Webb School
Keith Evans
President
Westminster
Suzette Fandino
Business Manager
St. Stephen's Episcopal Day School
Kathy Ferguson
Partner
Armanino LLP
Tiffany Fernandez
Accounts Payable
Battle Ground Academy
Ilanit Fischler
Partner
Fisher Phillips
Brannon Fissette
Director of Information Technology
The Schenck School
Marlee Fleming
Diector of Human Resources
Tallulah Falls School
Lisa Flowers
Events Manager
MISBO
Christopher Flynn
IT Director
Carrollwood Day School
Katie Foley
Director of Finance
Ensworth School
Emmett Forrester
Chief Financial Officer
Riverside Preparatory Academy
Michael Forrester
Controller
Holy Innocents' Episcopal School
Shelly Fossati
Human Resource Director
Greensboro Day School
Jodee Foster
Director of Human Resources
Mount Paran Christian School
Jessica Francisco
Controller
The Out-of-Door Academy
Synthia Fuentes
Accounts Receivable Specialist
Carrollwood Day School
Janet Fulbright
Director of Business and Finance
Mount Paran Christian School
Rich Fulford
Head of School
Christian Academy of Knoxville
Valiere Gamble
Director of HR
Battle Ground Academy
Iris Goodson
Director of Human Resources
Atlanta Speech School
Carrie Gordon
Assistant Controller
Woodward Academy
Janet Graham
Director of Human Resources
McDonogh School
Shelli Greaves
Director of Human Resources & Compliance
Saint Edward's School
Angela Green
Student Account Specialist
The Webb School
Johnny Green
Chief Operations Officer
George Walton Academy
Nancy Greene
VP for Finance and Operations, CFO
Pine Crest School
Javier Guerrero
Director of Facilities
St Stephen episcopal school
Christa Hansen
Director of Human Resources
Westminster
Elizabeth Hickman
Client Development Manager
Fisher Phillips
Greg Hodges
Chief Financial and Operating Officer
Ravenscroft School
Dana Holbrook
Business Office Coordinator
The Howard School
Angie Holman
Director of Financial Services
McCallie School
Christie Holman
Assistant Head of School for Operations/CFO
The Walker School
Preston Hombroek
Regional Sales Manager
Mitsubishi Electric Trane HVAC US
Emily Huddleston
Manager
Armanino LLP
Bryan Huggett
Director of Facilities
Holy Innocents' Episcopal School
Laurie Hyde
Accounts Receivable Manager
Westminster
Paul Ibsen
Former Assistant Head of School
Felix Jacomino
Director of Technology
St. Stephen's Episcopal Day School
Chris Johnson
Facilities Director
Lakeland Christian School
Larissa Johnson
Student Billing Manager
Berkeley Preparatory School
Jamy L. Juhan
Director of Summer Programs
Woodward Academy
Megan Jurick
Director of Finance
Savannah Christian Preparatory School
Damian Kavanagh
President & CEO
MISBO
Kristoffer Kennedy
Finance Director
The Bedford School
Brian Kennerly
Associate Head of Operations
Whitefield Academy
Veronique Kessler
CFOO
Galloway School
Susan Kimmel
Director of the Purchasing Consortium
MISBO
Shelley Kinder
CFO/COO
Villa Duchesne
Michelle Kunz
Accounts Payable Specialist, Purchasing
Carrollwood Day School
Debbie Ladson
Director of Finance and Operations
Arbor Montessori School
Paul Lagasse
Staff Accountant
Shorecrest Preparatory School
Mitchell Larkin
Business Office Associate
Carrollwood Day School
MaSheena Lavely
Director of Human Resources
Woodward Academy
Brian Lawhorn
Chief Administrative Officer
Christian Academy of Knoxville
Lisa Lawrence
Business Office Manager
St. Joseph's Catholic School-SC
James Leachman
Senior Account Executive
SAGE Dining Services
David Lee
Partner, Assurance Practice
Smith + Howard
Chuck Leonard
CFO
Jesuit High School of Tampa
Brendan Linder
Senior Account Executive – Facility Solutions
Staples Facilities Solutions
Brad Long
Director of Finance and Operations
Montverde Academy
Jeff Loughrey
Territory Sales Manager
The Home Depot
Beth Lucas
Director of Human Resources
Charlotte Latin School
John Lynch
Senior VP Education Industry Consultant
Truist Bank
Amy Madsen
Human Resources Director
Charlotte Country Day School
Louise Mann
Chief Financial Officer
Woodward Academy
James Masciuch
Chief Information Officer
Sidwell Friends School
Charles Maumus
Asst. Head of School for Finance and Operations
Harding Academy
Jennifer Mayser
Business Manager
Trident Academy
Robert McArthur
CFOO
Charlotte Latin School
Ed McCabe
Chief Financial Officer
San Antonio Christian School
Kathleen McCooK
Chief of Staff
Mount Paran Christian School
Connie McGee
Controller
Battle Ground Academy
Christine McGoldrick
Business Development
Flik Independent School Dining-Compass Group
Linda McMichael
Executive Assistant to the Head of School
Christian Academy of Knoxville
Kurt Meinberg
Sr. Client Executive & Captive Program Manager
Independent School Benefits Consortium (ISBC)
Alan Metcalfe
Founder & Principal
Metcalfe Architecture & Design
Dave Michelman
Former Head of School at Duke School
Brian Miles
COO & General Counsel
Admiral Farragut Academy
John Mongelli
Chief Financial Officer
The Lovett School
Shawn Moorer
Logistics/Day Custodial Supervisor
The Collegiate School
Shanna Morales
Business Manager
Palisades Episcopal School
Todd Morris
Finance Director
UMS-Wright Preparatory School
Brian Muldrow
Director of Facilities and Transportation
Pulaski Academy
Victoria Muradi
Director of Enrollment Management
Durham Academy
Tom Murphy
Chief Financial Officer
Harpeth Hall School
Gina Noble
Controller
Porter-Gaud School
Donna Novell
HR/Benefits Coordinator
Shorecrest Preparatory School
Mark Osvirk
Director of Operations
Colorado Academy
Amber Palinkas
Controller
Carrollwood Day School
Victor Panchuk
Director of Campus Facilities
The Westminster Schools
Allison Pearson
Controller
Woodward Academy
Larry Peevy
Head of School
Tallulah Falls School
Mike Pennington
Vice President
Atlanta Apartment Association
Melanie Peterman
Director of Nursing
Westminster
Shaleen Petress
Controller
Shorecrest Preparatory School
Andrew Phelps
Chief Business Officer
Battle Ground Academy
Ginny Phillippi
Senior Vice President, Education Specialty Practice Group Not for Profit and Government Banking
Truist Bank
Anita Pittman
Director of Human Resources
Carrollwood Day School
Larry Pittman
Chief Financial Officer/ Chief Operating Officer
Carrollwood Day School
Johnny Prugh
Director of Facilities Operations and Maintenance
Miami Country Day School
Julie Ray
Chief Financial Officer
Mount Paran Christian School
Dana Ridenour
Athletics Director/Chief Operating Officer
Mount Pisgah Christian School
Sarah Robertson
Controller
Christian Academy of Knoxville
Michael Rogers
Director of Plant Services
Tallulah Falls School
Penny Rowe
Director of Finance & HR
Westchester Country Day School, Inc.
Jenna Rubin
Associate
Fisher Phillips
Sara Rubinstein
Head of School
Carrollwood Day School
Dianne Sagaas
Director of Professional Development
MISBO
Daniel Sage
Senior Manager
Smith + Howard
Elsie Santway
Director of Finance
The Friends School of Atlanta
DAVID SASSCER
Director of Campus Operations
PACKER COLLEGIATE INSTITUTE
Benjamin Scafidi
Director of the Education Economics Center
Kennesaw State University
John Sess
Director of Operations
Mount Paran Christian School
Michelle Shea
Vice President
MISBO
Chris Shields
Chief Financial Officer
Brainerd Baptist School
Maurice Short
VP of Sales
SAGE Dining Services
Lee Snodgrass
Director of Facilities
Providence Day School
Michael Sollberger
Director of Human Resources
Ensworth School
Lori Spear
Acting President
SAIS
Asbury Stembridge
Financial Analyst
Westminster
Alan Stob
Chief Financial Officer/Head of Evert Campus
Grandview Preparatory School
Kim Stravolo
CFO
St. Joseph's Catholic School-SC
William Stribling
Director of Facilities
Saint Edward's School
Carter Sturkie
Director of Finance & Operations
The Summit School
Don Swanson
Head of Finance
Pulaski Academy
Julie Swartz
AP Manager
Darlington School
Richard Swindell
Director of Business Operations
Sidwell Friends
Richard Swindell
Director of Business Operations
Sidwell Friends School
Tanya Taylor
Controller
The Lovett School
Kerrie Thigpen
Business Office
Mount Paran Christian School
Laura Turner
Associate Head of School for Finance & Operations
Franklin Road Academy
Roger Tutterow
Henssler Fin Endowed Chair, Dir of the Econometric
Kennesaw State University
Donna Venturatos
Client Executive, Workplace Solutions
Transamerica
Mark Vosskamp
Chief Financial Officer
Girls Preparatory School
Cristy Walden
Chief Financial Officer
Cornerstone Christian Academy
Nancy Walker
Regional Vice President
Flik Independent School Dining-Compass Group
Whitney Walters-Sachs
Vice President of School & Legal Affairs
Pine Crest School
Russ Webb
Executive Director
Alan Weiler
Director of Finance and Operations
Athens Academy
Inita Wells
Human Resources Director
University School of Nashville
Danielle Welsh
Accountant
The Walker School
Anne Wiles
Director of Finance and Business Operations
Berkeley Preparatory School
Paige Williams
Human Resources Associate
Westminster
Jamey Wood
Business Officer/Academic Dean
The King's Academy
Lindsay Woods
DarShop Manager
Darlington School
Lisa Wylie
Chief Financial Officer / Chief Operating Officer
Shorecrest Preparatory School
Jennifer Wyly
Associate Head of School/CFOO
Saint Edward's School
Agenda
| October 25 | |
| 10:00 AM - 2:00 PM | Pre-Conference Workshop (separate registration) "How Can You Be More Effective on Monday?" |
| 3:00 PM - 5:00 PM | Conference Registration |
| 5:00 PM - 6:00 PM | Opening Reception |
| October 26 | |
| 8:00 AM - 8:30 AM | Breakfast |
| 8:30 AM - 8:50 AM | Chair's Welcome |
| 8:50 AM - 9:51 AM | Keynote Session "Dictator, Coach, or Visionary: What’s Your Management Style?" |
| 10:20 AM - 11:20 AM | Breakout Session "Planning for The Aging Campus" |
| 10:20 AM - 11:20 AM | Breakout Session "Personal Customer Service in a Digital World" |
| 10:20 AM - 11:20 AM | Breakout Session "Navigating the Culture War. School Culture Matters More Than Ever" |
| 10:20 AM - 11:20 AM | Breakout Session "Owner's Representation - A Partnership to Bring Your Vision to Reality" |
| 11:25 AM - 12:41 PM | Lunch and State of the Association Address |
| 12:45 PM - 1:45 PM | General Session "Sourcing Solutions" |
| 2:00 PM - 3:00 PM | Breakout Session "Fiscal Leadership in a VUCA World " |
| 2:00 PM - 3:00 PM | Breakout Session "Maximizing Your OCIO Partnership – Staff and Investment Committee Best Practices" |
| 2:00 PM - 3:00 PM | Breakout Session "K12 Cybersecurity - Moving the Target" |
| 2:00 PM - 3:00 PM | Breakout Session "Attracting and Retaining Talent through Smart Retirement Plan Design" |
| 3:30 PM - 4:30 PM | General Session "A New Kind of Diversity: Making the Different Generations on Your Team a Competitive Advantage" |
| 5:00 PM - 6:15 PM | MISBO on Tap (separate registration) |
| October 27 | |
| 8:00 AM - 8:30 AM | Breakfast |
| 8:30 AM - 9:00 AM | Chair-Elect's Breakfast |
| 9:00 AM - 10:00 AM | General Session "From Infections to Inflections: A Tour of the Economic & Competitive Environments for Private Education" |
| 10:15 AM - 11:15 AM | Breakout Session "Secure Act 2.0 Retirement Plan Legislation Changes" |
| 10:15 AM - 11:15 AM | Breakout Session "Cultivating Connections: Retain, Attract & Support Diverse Talent" |
| 10:15 AM - 11:15 AM | Breakout Session "Understanding Social Responsibilities: What is Expected of Independent School Leaders?" |
| 10:15 AM - 11:15 AM | Breakout Session "10 High-Impact Growth Opportunities for Excellent Schools" |
| 11:30 AM - 12:30 PM | Breakout Session "Panel on the Independent School Group Retirement Plan" |
| 11:30 AM - 12:30 PM | Breakout Session "Security in Independent Schools" |
| 11:30 AM - 12:30 PM | Breakout Session "Strategists: New Leaders in Independent Schools" |
| 11:30 AM - 12:30 PM | Breakout Session "Current Trends in Workplace Law for Schools" |
| 12:30 PM | Grab & Go Lunch |
For More Information:
Sponsors
Interested in sponsoring this event? Contact Dianne Sagaas for more information.
MISBO On Tap | Beer Tasting Event
Back by popular demand! The Beer Bros will be in the house! Join Russ and Mike as they walk us through different styles of beer, teaching us the intricacies of hops and fermentation styles.
This event will be $25 per person. Sign-up when you register.
Event Policies
Click here to review the Event Registration and Cancellation Policies.