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2023 MISBO Annual Conference

2023 MISBO Annual Conference

Wednesday, October 25, 2023 to Friday, October 27, 2023

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.


Shoes that the MISBO Staff plans to wear at the 2023 Annual Conference.

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. 

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REGISTRATION

Members 
Pre-Sale (3/20 - 4/8):  $395
Early Bird (4/9 – 5/31):  $450
Regular (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

logo, company name

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.



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Jeff Ambrose
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Jeff Ambrose Director of Finance and Operations Trinity Prep
Ric Anderson
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Ric Anderson Chief Financial Officer Tallulah Falls School
Alene Arenas
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Alene Arenas Controller Riverside Preparatory Academy
Courtney Barbito
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Courtney Barbito Director of Auxiliary and Volunteer Services Mount Paran Christian School
Sandy Barner
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Sandy Barner AP Westminster
Ellie Begley
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Ellie Begley Director of Business Office / Controller The Woodlands Christian Academy
Jimmy Bettis
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Jimmy Bettis Director of Facilities Mount Pisgah Christian School
Marcia Bettis
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Marcia Bettis Director of Human Resources Mount Pisgah Christian School
Nicole Borosky
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Nicole Borosky Controller Berkeley Preparatory School
Toni Boyd
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Toni Boyd Vice President for Finance and Operations Westminster
Caleb Brown
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Caleb Brown Director of HR Galloway School
Crystal Brown
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Crystal Brown Director of Accounting Battle Ground Academy
Julie Burke
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Julie Burke Controller McDonogh School
Joy Buzzard
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Joy Buzzard Director of Finance & Operations The New Community School
Florence Calhoun
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Florence Calhoun Chief Financial Officer Episcopal School of Jacksonville
Jim Callis
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Jim Callis Associate Head of School The Webb School
Scott Carlson
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Scott Carlson Chief Financial Officer Rabun Gap-Nacoochee School
Sarita Castillo
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Sarita Castillo Accounts Payable Manager Berkeley Preparatory School
Tracie Catlett
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Tracie Catlett Head of School Greensboro Day School
Will Cohen
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Will Cohen Athletics Director The First Academy
Paige Coker
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Paige Coker Human Resources The Altamont School
Jenni Cole
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Jenni Cole Director of Business Operation George Walton Academy
Kathleen Cole
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Kathleen Cole Director of Human Resources The Children's School
Lee Conner
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Lee Conner Vice President for Operations Woodward Academy
Joe Cordero
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Joe Cordero IT Director Mt. Paran Christian School, Inc.
Christopher Dalton
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Christopher Dalton Director of Facilities The Summit School
Lacey Dapore
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Lacey Dapore HR Assistant Carrollwood Day School
Kelley Day
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Kelley Day Coordinator of Enterprise Operations Westminster
Lourdes de la Huerta
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Lourdes de la Huerta Facilities Coordinator Miami Country Day School
Jennifer Dillon
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Jennifer Dillon Director of Finance Bright School
Judy Donahue
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Judy Donahue HR Director The Webb School
John Donohoe
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John Donohoe Chief Financial Officer Academy of the Holy Names
Veshali Dubal
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Veshali Dubal Staff Accountant Berkeley Preparatory School
Michele Elliott
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Michele Elliott Controller The Webb School
Suzette Fandino
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Suzette Fandino Business Manager St. Stephen's Episcopal Day School
Tiffany Fernandez
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Tiffany Fernandez Accounts Payable Battle Ground Academy
Brannon Fissette
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Brannon Fissette Director of Information Technology The Schenck School
Marlee Fleming
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Marlee Fleming Diector of Human Resources Tallulah Falls School
Christopher Flynn
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Christopher Flynn Interim IT Director Carrollwood Day School
Katie Foley
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Katie Foley Director of Finance Ensworth School
Emmett Forrester
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Emmett Forrester Chief Financial Officer Riverside Preparatory Academy
Michael Forrester
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Michael Forrester Controller Holy Innocents' Episcopal School
Shelly Fossati
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Shelly Fossati Human Resource Director Greensboro Day School
Jodee Foster
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Jodee Foster Director of Human Resources Mount Paran Christian School
Jessica Francisco
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Jessica Francisco Controller The Out-of-Door Academy
Synthia Fuentes
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Synthia Fuentes Accounts Receivable Specialist Carrollwood Day School
Janet Fulbright
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Janet Fulbright Director of Business and Finance Mount Paran Christian School
Valiere Gamble
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Valiere Gamble Director of HR Battle Ground Academy
Iris Goodson
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Iris Goodson Director of Human Resources Atlanta Speech School
Carrie Gordon
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Carrie Gordon Assistant Controller Woodward Academy
Janet Graham
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Janet Graham Director of Human Resources McDonogh School
Shelli Greaves
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Shelli Greaves Director of Human Resources Saint Edward's School
Angela Green
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Angela Green Student Account Specialist The Webb School
Christa Hansen
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Christa Hansen Director of Human Resources Westminster
Greg Hodges
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Greg Hodges Chief Financial and Operating Officer Ravenscroft School
Dana Holbrook
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Dana Holbrook Business Office Coordinator The Howard School
Angie Holman
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Angie Holman Director of Financial Services McCallie School
Christie Holman
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Christie Holman CFO The Walker School
Bryan Huggett
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Bryan Huggett Director of Facilities Holy Innocents' Episcopal School
Laurie Hyde
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Laurie Hyde Accounts Receivable Manager Westminster
Felix Jacomino
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Felix Jacomino Director of Technology St. Stephen's Episcopal Day School
Chris Johnson
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Chris Johnson Facilities Director Lakeland Christian School
Larissa Johnson
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Larissa Johnson Student Billing Manager Berkeley Preparatory School
Jamy L. Juhan
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Jamy L. Juhan Director of Summer Programs Woodward Academy
Megan Jurick
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Megan Jurick Director of Finance Savannah Christian Preparatory School
Kristoffer Kennedy
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Kristoffer Kennedy Finance Director The Bedford School
Brian Kennerly
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Brian Kennerly Associate Head of Operations Whitefield Academy
Veronique Kessler
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Veronique Kessler Chief Financial Officer Galloway School
Shelley Kinder
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Shelley Kinder CFO/COO Villa Duchesne
Michelle Kunz
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Michelle Kunz Accounts Payable Specialist, Purchasing Carrollwood Day School
Debbie Ladson
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Debbie Ladson Director of Finance and Operations Arbor Montessori School
Paul Lagasse
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Paul Lagasse Staff Accountant Shorecrest Preparatory School
Mitchell Larkin
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Mitchell Larkin Business Office Associate Carrollwood Day School
MaSheena Lavely
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MaSheena Lavely Director of Human Resources Woodward Academy
Lisa Lawrence
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Lisa Lawrence Business Office Manager St. Joseph's Catholic School-SC
Chuck Leonard
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Chuck Leonard CFO Jesuit High School of Tampa
Beth Lucas
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Beth Lucas Director of Human Resources Charlotte Latin School
Amy Madsen
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Amy Madsen Human Resources Director Charlotte Country Day School
Louise Mann
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Louise Mann Chief Financial Officer Woodward Academy
James Masciuch
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James Masciuch Chief Information Officer Sidwell Friends School
Charles Maumus
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Charles Maumus Asst. Head of School for Finance and Operations Harding Academy
Jennifer Mayser
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Jennifer Mayser Business Manager Trident Academy
Robert McArthur
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Robert McArthur CFOO Charlotte Latin School
Ed McCabe
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Ed McCabe Chief Financial Officer San Antonio Christian School
Kathleen McCooK
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Kathleen McCooK Chief of Staff Mount Paran Christian School
Connie McGee
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Connie McGee Controller Battle Ground Academy
Greg Melton
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Greg Melton IT Specialist The New Community School
Karen Moore
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Karen Moore Chief Financial & Operations Officer The Frances Xavier Warde School
Shawn Moorer
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Shawn Moorer Logistics/Day Custodial Supervisor The Collegiate School
Shanna Morales
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Shanna Morales Business Manager Palisades Episcopal School
Todd Morris
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Todd Morris Finance Director UMS-Wright Preparatory School
Brian Muldrow
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Brian Muldrow Director of Facilities and Transportation Pulaski Academy
Tom Murphy
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Tom Murphy Chief Financial Officer Harpeth Hall School
Gina Noble
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Gina Noble Controller Porter-Gaud School
Donna Novell
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Donna Novell HR/Benefits Coordinator Shorecrest Preparatory School
Mark Osvirk
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Mark Osvirk Director of Operations Colorado Academy
Amber Palinkas
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Amber Palinkas Controller Carrollwood Day School
Allison Pearson
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Allison Pearson Controller Woodward Academy
Larry Peevy
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Larry Peevy Head of School Tallulah Falls School
Melanie Peterman
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Melanie Peterman Director of Nursing Westminster
Shaleen Petress
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Shaleen Petress Controller Shorecrest Preparatory School
Andrew Phelps
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Andrew Phelps Chief Business Officer Battle Ground Academy
Anita Pittman
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Anita Pittman Director of Human Resources Carrollwood Day School
Larry Pittman
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Larry Pittman Chief Financial Officer Carrollwood Day School
Johnny Prugh
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Johnny Prugh Director of Facilities Operations and Maintenance Miami Country Day School
Julie Ray
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Julie Ray Chief Financial Officer Mount Paran Christian School
Dana Ridenour
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Dana Ridenour Assistant Head of School Business and Finance Mount Pisgah Christian School
Sarah Robertson
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Sarah Robertson Controller Christian Academy of Knoxville
Michael Rogers
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Michael Rogers Director of Plant Services Tallulah Falls School
Brian Rose
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Brian Rose Asst. Head of School The First Academy
Penny Rowe
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Penny Rowe Director of Finance & HR Westchester Country Day School, Inc.
Sara Rubinstein
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Sara Rubinstein Head of School Carrollwood Day School
John Sess
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John Sess Director of Operations Mount Paran Christian School
Chris Shields
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Chris Shields Chief Financial Officer Brainerd Baptist School
Kyle Shockley
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Kyle Shockley Senior Accountant Porter-Gaud School
Lori Spear
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Lori Spear Acting President SAIS
Asbury Stembridge
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Asbury Stembridge Financial Analyst Westminster
Alan Stob
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Alan Stob Chief Financial Officer/Head of Evert Campus Grandview Preparatory School
Kim Stravolo
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Kim Stravolo CFO St. Joseph's Catholic School-SC
William Stribling
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William Stribling Director of Facilities Saint Edward's School
Carter Sturkie
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Carter Sturkie Director of Finance & Operations The Summit School
Don Swanson
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Don Swanson Head of Finance Pulaski Academy
Julie Swartz
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Julie Swartz AP Manager Darlington School
Richard Swindell
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Richard Swindell Director of Business Operations Sidwell Friends
Richard Swindell
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Richard Swindell Director of Business Operations Sidwell Friends School
Kerrie Thigpen
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Kerrie Thigpen Business Office Mount Paran Christian School
Mark Vosskamp
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Mark Vosskamp Chief Financial Officer Girls Preparatory School
Cristy Walden
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Cristy Walden Chief Financial Officer Cornerstone Christian Academy
Krista Webb
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Krista Webb Chief Financial Officer Christian Academy of Knoxville
Alan Weiler
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Alan Weiler Director of Finance and Operations Athens Academy
Inita Wells
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Inita Wells Human Resources Director University School of Nashville
Danielle Welsh
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Danielle Welsh Accountant The Walker School
Anne Wiles
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Anne Wiles Director of Finance and Business Operations Berkeley Preparatory School
Paige Williams
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Paige Williams Human Resources Associate Westminster
Jamey Wood
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Jamey Wood Business Officer/Academic Dean The King's Academy
Lindsay Woods
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Lindsay Woods DarShop Manager Darlington School
Lisa Wylie
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Lisa Wylie Chief Financial Officer Shorecrest Preparatory School
Jennifer Wyly
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Jennifer Wyly Associate Head of School/COO Saint Edward's School
10 Other Registered Attendees

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 - 9:00 AM Chair's Welcome
9:00 AM - 10:00 AM Keynote Session "Dictator, Coach, or Visionary: What’s Your Management Style?"
10:30 AM - 11:30 AM Breakout Session "Planning for The Aging Campus"
10:30 AM - 11:30 AM Breakout Session "Personal Customer Service in a Digital World"
10:30 AM - 11:30 AM Breakout Session "Navigating the Culture War.  School Culture Matters More Than Ever"
10:30 AM - 11:30 AM Breakout Session "Owner's Representation - A Partnership to Bring Your Vision to Reality"
11:30 AM - 12:30 PM Lunch and State of the Association Address
12:30 PM - 1:30 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 "Navigating Toxic People in the Workplace"
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 President's Address
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:

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


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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.


Get Social

Join the buzz for this event! #MISBOAC23

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