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Greenville, SC 29601
United States
20 Other Registered Attendees
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.
David M Adams
Director, Governmental & Not-for-Profit Bankng
SouthState Bank
Mike Adcock
Director of Campus Security
The Heritage School
Ric Anderson
Chief Financial Officer
Tallulah Falls School
Troy Anderson
Sales Account Executive
SAGE Dining Services
Akshay H. Anikhindi
Technology Manager
MISBO
Alene Arenas
Controller
Riverside Preparatory Academy
Lee Arledge
Senior Employee Benefits Consultant
USI Insurance Services
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
Fran Banta
Assistant Controller
Whitefield Academy
Courtney Barbito
Director of Auxiliary and Volunteer Services
Mount Paran Christian School
Yedidiah Barker
Assistant Business Manager
Atlanta Youth Academy
Ellie Begley
Director of Business Office / Controller
The Woodlands Christian 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
Lloyd Brown
Risk Consultant – K-12 Independent Schools
USI Insurance Services
Julie Burke
Controller
McDonogh School
Kelly Burns
CFO
Mount Pisgah Christian 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
Sohan Choudhury
CEO and Co-founder
Flint
Brian Clark
Senior Vice President, OneDigital
OneDigital
Jennifer Cobb
Business Office Coordinator
St. Peter's Episcopal School
Kelly Coggins
Communications & Membership Manager
MISBO
James Conner
PAIS
Lee Conner
Vice President for Operations
Woodward Academy
Jennifer Cookston
Chief Financial Officer
Webb School of Knoxville
James Cooper
Chief Financial Officer
Randolph School
Joe Cordero
IT Director
Mount Paran Christian School
Chip Cresswell
CFO, COO
ISM Insurance, Inc.
Tracy Crosby
HR Coordinator
Lakeland Christian School
Cody Crowder
Accounting Manager
Tallulah Falls School
Mary Cummings
Technology Services Director
St. Joseph's Catholic School-SC
Lacey Dapore
HR Assistant
Carrollwood Day School
Amelia Daul
Consortium Manager
MISBO
Mallory Dear
HR Manager
Woodward Academy
Madeleine Dial
Interior Designer
Meteor Education
William Dillard
Director of Partner Awareness
Building Solutions
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
Erika Farr
Associate Head of School for Operations
Rabun Gap-Nacoochee School
Mitch Faschian
Account Manager
FMX
Kathy Ferguson
Partner
Armanino LLP
Natalie Ferguson
Chief Financial Officer
Darlington School
Tim Finnegan
Chief Financial Officer
Greensboro Day School
Ilanit Fischler
Partner
Fisher Phillips
Bob Fish
Managing Partner at VBW
Voluntary Benefits at Work
Brannon Fissette
Director of Information Technology
The Schenck School
Marlee Fleming
Diector of Human Resources
Tallulah Falls School
Lisa Flowers
Events Manager
MISBO
Katie Foley
Director of Finance
Ensworth School
Madalyn Folgate
Paymerang
Emmett Forrester
Chief Financial Officer
Riverside Preparatory Academy
Michael Forrester
Controller
Holy Innocents' Episcopal School
Jodee Foster
Director of Human Resources
Mount Paran Christian School
Chorlana Francis
Chief Human Resources Officer
The Lovett School
Tom Franz
Senior Associate of Partner Development
Building Solutions
Andy Fricke
Director of Financial and Personnel Processes
Episcopal School of Jacksonville
Janet Fulbright
Director of Business and Finance
Mount Paran Christian School
Matt Gazillo
Market Development Executive
HD Supply
Calvin Golden
Director of Finance & Operations
Linden Waldorf School
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
Chelsea Guelich
Sales Operations Manager
Meteor Education
Ann Gushue
Business Office Accountant
St. Joseph's Catholic School-SC
Christa Hansen
Director of Human Resources
Westminster
Shelly Hazlett
Human Resource Director
Greensboro Day School
Elizabeth Hickman
Client Development Manager
Fisher Phillips
Rhonda Hickson
Benefits & Compensation
Westminster
Kevin Hill
Senior Vice President of Sales
Perimeter Office Products
Karen Himebaugh
Director of Finance & HR
The John Crosland School
Shelley Hinton
Key Account Executive
Staples Business Advantage
Jessica Hodges
Controller
Greensboro Day School
Christie Holman
Assistant Head of School for Operations/CFO
The Walker School
EA Homans
Controller
Harpeth Hall School
Ryan Hudak
Chief Financial Officer
The Schenck School
Bryan Huggett
Director of Facilities
Holy Innocents Episcopal School
Bob Hymson
Director of Finance
Arbor Montessori School
Paul Ibsen
Former Assistant Head of School
Joaquin Infante
Director of Information Technology
Jewish Leadership Academy
Meredith Innes
Audit Supervisor
CapinCrouse LLP
Brett Jacobsen
President
SAIS
Felix Jacomino
Director of Technology
St. Stephen's Episcopal Day School
Dallas Joseph
COO/CFO
Baylor School
Megan Jurick
Chief Financial Officer
Savannah Christian Preparatory School
Peter Kaihani
Solutions Consultant/SVP
Truist Bank
Laura Kajor
Director of Sales
ISM Insurance, Inc.
Jana Kane
Regional Vice President
FACTS Management - Nelnet
Damian Kavanagh
President & CEO
MISBO
Chris Kelley
Human Resources
Westminster
Kristoffer Kennedy
Finance Director
The Bedford School
Veronique Kessler
CFOO
San Francisco Friends School
Susan Kimmel
Director of the Purchasing Consortium
MISBO
Robin Kiser
Senior HCM Account Executive
Paylocity
Ed Knapp
Chief Financial Officer
Holy Innocents' Episcopal School
MaSheena Lavely
Assistant Vice President for Human Resources
Woodward Academy
Lisa Lawrence
Business Office Manager
St. Joseph's Catholic School-SC
David Lee
Partner, Assurance Practice
Smith + Howard
Brendan Linder
Senior Account Executive – Facility Solutions
Staples Facilities Solutions
Cynthia Livingston
Education Specialty Practice, SVP
Truist Bank
Beth Lucas
Director of Human Resources
Charlotte Latin School
Beth Luehrs
Director, Finance and Business Operations
St. Peter's Episcopal School
John Lynch
Managing Director
Truist Bank
Louise Mann
Chief Financial Officer
Woodward Academy
Christian Mantegna
CapinCrouse LLP
Todd Manuel
Sales Manager
Interstate Transportation Equipment (Thomas Built Buses)
Nikia Clark Martin
CFO
Heritage Preparatory School
Jessie Martinez
Chief Financial Officer
Lake Highland Preparatory School
Charles Maumus
Director of Finance
Oak Hill School
April McCabe
Senior Client Consultant
Captivated Health
Ed McCabe
Chief Financial Officer
San Antonio Christian School
Janis McCambridge
Controller
Carolina Day School
Karen McClelland
Director of Auxiliary Programs
Sidwell Friends School
Kathleen McCooK
Chief of Staff
Mount Paran 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
Dave Michelman
Former Head of School at Duke School
John Mongelli
Chief Financial Officer
The Lovett School
Brian Moore
Director of Human Resources
Wesleyan Christian Academy
Karen Moore
Chief Financial & Operations Officer
The Frances Xavier Warde School
Shanna Morales
Business Manager
Palisades Episcopal School
Todd Morris
Finance Director
UMS-Wright Preparatory School
Jennifer Morrison
Controller
GIRLS PREPARATORY SCHOOL INC
Tom Murphy
Chief Financial Officer
Harpeth Hall School
Meryl Myles
Director of Sales and Marketing
BusMax
Jeanna Nichols
Account payable and Purchasing Office Administrator
Tallulah Falls School
Gina Noble
Controller
Porter-Gaud School
Donna Novell
Director of Human Resources
Shorecrest Preparatory School
James Palmieri
Senior Vice President
National Business Officers Association (NBOA)
Victor Panchuk
Director of Campus Facilities
The Westminster Schools
Victor Panchuk
Director of Campus Facilities
Westminster
Allison Pearson
Controller
Woodward Academy
Jenifer Pecht
Senior Portfolio Manager
USI Insurance Services
Claudia Perez
Senior Manager, Assurance Services Group
Smith + Howard
Julia Peters
Payroll and Human Resources Manager
Harpeth Hall School
Rob Peters
Partner
Sterling Seacrest Pritchard
Shaleen Petress
Controller
Shorecrest Preparatory School
Andrew Phelps
Assistant Head of School, Finance
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
Jackie Porubiansky
Director Of Facilities
The Walker School
Aimee Pumarejo Diaz
Director of Operations
Carolina Day School
Ryan Raines
Controller & IT Director
Seffner Christian Academy
Joe Rayburn
Director of Partner Development
Building Solutions
Holly Roberts
Business Manager
Christian Heritage School
Michael Rogers
Director of Plant Services
TALLULAH FALLS SCHOOL
Bill Rouse
President
Campus Services Group
Margie Rowan
Purchasing Specialist
Mount Paran Christian School
Penny Rowe
Chief Financial Officer
Westchester Country Day School, Inc.
Jenna Rubin
Associate
Fisher Phillips
Marta Ruggles
Client Relations & Operations Adviser
Meriwether Godsey
Dianne Sagaas
Director of Professional Development
MISBO
Daniel Sage
Senior Manager
Smith + Howard
Patrick Schuermann
Director, ISL Master's Program
Angela Scott
Business Manager
Episcopal Day School
Angela Scott
Business Manager
Episcopal Day School - NC
Matt Scully
Director of Digital Integration & Innovation
Providence Day School
John Sess
Director of Operations
Mount Paran Christian School
Michelle Shea
Vice President
MISBO
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
Lea Siegel
Chief Operating Officer
The Colorado Springs School
Morgan Simkins
Director of Business Development, Corporate Services
Flik Independent School Dining-Compass Group
Kevin Smith
CFO
Mount Paran Christian School
Michael Sollberger
Director of Human Resources
Ensworth School
Lori Spear
Executive Vice President
SAIS
Suzanne Spunzo
Director
New Pinnacle Consulting Group a division of Pentegra
Sarah Starr
Regional Vice President
FACTS Management - Nelnet
Kayce Stillings
Senior Manager
Armanino LLP
Josh Stinson
Manager, Assurance Services Group
Smith + Howard
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
Tim Stutzman
CFO
St. Anne's Belfield School
Liz Summers
Assistant Head, Director of Finance and Operations
Heathwood Hall Episcopal School
Don Swanson
Head of Finance
Pulaski Academy
Todd Swartz
Asst Head of School for HR & Strategic Initiatives
Providence Day School
Richard Swindell
Director of Business Operations
Sidwell Friends School
Wendy Tasin
Chief Financial & Operations Officer
Washington Episcopal School
Tanya Taylor
Controller
The Lovett 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
Donna Venturatos
Client Executive, Workplace Solutions
Transamerica
Mark Vosskamp
Chief Financial Officer
Girls Preparatory School
Polly Wallace
Chief Operating Officer
St. Benedict's Episcopal Day School
Mike Waylett
Director of Consulting
Southern Teachers
Krista Webb
Chief Financial Officer
Christian Academy of Knoxville
Russ Webb
Executive Director
Alan Weiler
Director of Finance and Operations
Athens Academy
Jared Weinberg
Business Development Executive
Paylocity
Danielle Welsh
Accountant
The Walker School
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.