2027 CFO Retreat
Cloudland at McLemore Resort
243 Cloudland DriveRising Fawn, GA 30738
United States
Welcome to the 2027 CFO Retreat
April 2027 | A 3.5-Day Leadership Experience for Independent School CFOs
Bold Moves. Big Vision.
CFO leadership is changing. Expectations are bigger, challenges are more complex, and the work increasingly extends far beyond budgets, financial reporting and operations.
The 2027 CFO Retreat gives independent school CFO dedicated time to step away from the day-to-day, strengthen their leadership, and think more strategically about the future of people and work at their schools.
Over 3.5 days, you’ll reflect, reset, and explore practical leadership approaches including Thinq360, the Fabulous Leadership Framework, and the 4 Voice Model.
This isn’t traditional finance training. It’s time to focus on you as a leader and return to your school with a new perspective, practical tools, and a clearer path forward.
What You’ll Explore
- Leading through change, complexity, and uncertainty
- Building influence and strengthening your leadership voice
- Navigating conflict and challenging conversations
- Responding strategically to AI and changing workforce expectations
- Strengthening culture, talent, and organizational health
- Leading sustainably in an increasingly complex independent school environment
A Win for You. A Win for Your School.
What You’ll Gain
- A stronger leadership identity. Strengthen your role as a strategic people leader with a meaningful voice at the decision-making table.
- Greater confidence leading complexity. Gain practical frameworks for navigating change, conflict, competing priorities, and difficult conversations.
- Space to reset. Reflect on how you lead, where you want to grow, and what you need to lead effectively and sustainably.
What Your School Gains
- A more strategic finance function. Strengthen the CFO's role in shaping culture, talent, employee experience, organizational health, and change.
- People strategies for what’s next. Explore how AI, workforce shifts, and increasing complexity are affecting employees and what schools can do about it.
- Practical ideas to bring back to campus. Return with shared language, leadership tools, and actionable ideas that can strengthen teams and the school community.
Step Away. Think Bigger. Lead Forward.
Give yourself 3.5 days to focus on the leadership work that’s difficult to do when you’re busy doing the financial and operational work.
Bold Moves. Big Vision.
Get Social
Join the buzz for this event! #MISBOCFORetreat #MISBOIgniteYourLeadership
Event Policies
Click here to read the Event Registration and Cancellation Policies.
Cloudland at McLemore Resort
243 Cloudland Drive
Rising Fawn, Georgia 30738
Booking link coming.
Discounted Rate: $309.00 + $35 resort fee
Cutoff date: April 5, 2027
Check in: 4:00 pm
Check out: 11:00 am
Parking: $33.00 per vehicle
Facilitator
Vipul Kapadia -- Vips brings 20+ years of experience as a coach, entrepreneur, and consultant, management consulting. As ThinqShift's CEO, Vipul Kapadia is the driving force behind their leadership experiences. A visionary speaker, creator, and facilitator, Vips is dedicated to empowering exceptional leaders and high-performing executives to reach their next level of greatness.
What Is ThinqShift?
We help fabulous people do the hard stuff—creating focus, and then shifting mindsets, behaviors, and cultures across individuals, teams, and organizations. We specialize in accelerating your top 10%—because identifying your best people isn’t enough. You have to invest in them.
We’re the only performance acceleration service designed for Directors and below—and now, we’re partnering with MISBO to bring this work to you.
Agenda
| April 25 | |
| 3:00 PM - 6:00 PM | Arrival & Registration Check in, get settled, and get ready for the retreat. |
| 3:45 PM - 6:00 PM | Welcome & Opening Programming Two Misunderstood Words: Success and Leadership. - Explore how you define success and leadership, challenge external expectations, and begin shifting your mindset for the changing world of work. |
| 6:30 PM | Dinner |
| April 26 | |
| 9:00 AM - 12:00 PM | Morning Leadership Session Explore whole-brain leadership, your personal leadership style, and how Fabulous Leadership applies within independent schools. |
| 12:00 PM - 1:00 PM | Lunch |
| 1:00 PM - 3:00 PM | It’s Time to ShiftUp: On Leadership & On Success Explore the evolution of leadership and why adaptability, learning agility, and whole-brain thinking are increasingly essential in a VUCA world. |
| 4:00 PM - 9:00 PM | Evening on Your Own Enjoy the afternoon and evening at your leisure. |
| April 27 | |
| 9:00 AM - 12:00 PM | Interactive Strategy Session Apply your learning to real-world scenarios and begin building your personal leadership playbook. |
| 12:00 PM - 1:00 PM | Lunch |
| 1:00 PM - 3:00 PM | Thinq360: Fabulous Leaders Master Thinking Voices Explore the Thinq360™ 4 Voice Model, unpack your personalized results, and identify how your Thinking Voices influence communication, problem-solving, and decision-making. |
| 6:30 PM | Dinner |
| April 28 | |
| 9:00 AM - 12:00 PM | Final Integration Session: The Fabulous Leader & Your 5-Year Goals Bring it all together by defining your leadership non-negotiables and creating five-year goals across career, family, relationships, personal growth, and finances. |
Continuing Education Information
Lead with personal power, not just positional authority
Stay cognitively adaptable and whole-brain in how they think, decide, and influence
This retreat is designed to grow those leaders.
HRCI Information
- Credit Type: Business
- Instructional Method: Webinar
- Program level: Basic
- Prerequisites: None
- Advanced Preparations: None
This program has been pre-approved for 15 Business recertification credit hours toward aPHR®, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). MISBO is a recognized provider of recertification credits. HR Certification Institute® pre-approved this program for credits towards aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification.
SHRM Information
SHRM PDC Credit: 15.0
SHRM BoCK: Leadership & Navigation
MISBO is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). For more information about certification or recertification, please visit www.shrmcertification.org.
CPE Information
- Field of Study: Personnel/Human Resources
- Instructional Method: Group Internet Based
- Program level: Basic
- Prerequisites: None
- Advanced Preparations: None
- Recommended CPE Credits 15.0 in Personnel/Human Resources.
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.
