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2021 Business Office Team Intensive
Monday, June 14, 2021
to Wednesday, June 16, 2021
Event Details
Back by popular demand! This program provides collaboration opportunities and valuable sessions specifically designed for business office professionals in independent schools.
The 2021 Business Office Team Intensive builds upon the success of prior years’ deep dives into key areas of independent schools. This program is designed for everyone in your school’s business office: Accounts Payable/Receivable, Student Billing, Benefits Administrators, Payroll Specialists, Controllers, and of course, Business Officers (and aspiring Business Officers).
The event will consist of general sessions as well as opportunities to collaborate and share with your peers who hold similar positions in their schools. Attendees will leave with valuable takeaways to help them in the daily tasks that are critical to their schools’ smooth and successful operation. More importantly, each person will leave with a new group of colleagues they can call upon when they need guidance.
Schools will get the most from this event with their entire business office team in attendance, whether it is a team of one or ten!
WHO SHOULD ATTEND?
-
Business Officers
-
Aspiring Business Officers
-
Controllers
-
Accounts Payable/Receivable
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Student Billing
-
Benefits Administrators
-
Payroll Specialists
SESSION TOPICS INCLUDE:
- Financial compliance for K-12 schools
- Mitigating risk in the business office
- Records management and retention
- Ethics in independent schools
- Practical tools for building healthy teams
- Updates to financial reporting based on changing standards
- ...and more!
REGISTRATION
Members
Pre-Sale (through 3/5): $175
Early Bird (3/6 - 5/21): $225
Regular (after 5/21): $275
*Additional attendees from the same school: $125
Non-Members
Early Bird (3/6 - 5/21): $275
Regular (after 5/21): $325
*Additional attendees from the same school: $175
HRCI Credit
This program has been submitted to the HR Certification Institute for review.
CPE CREDIT
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.
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Event Policies
Click here to read the Event Registration and Cancellation Policies.
Attendees
Joanne Andruscavage
Director of Accreditation
SAIS
Kim Avery
Controller
The Westminster Schools
Janet Baxter
Payroll and Benefits Administrator
Harpeth Hall School
Evelyn Booth
Accounts Payable Specialist
The Collegiate School
Kelli Brettel
Business Office Accounting Manager
Oak Hall School
Hue Bui
Controller
Saint Francis Episcopal Day School
Anita Childers
Controller
St. Joseph's Catholic School
Bill Clem
Director of Finance and Operations
Westminster Schools of Augusta
Patti Collins
Accounts Payable Manager
Harpeth Hall School
Lindsay Cuppia
Program and Event Manager
MISBO
Jay Danielson
Director of the Purchasing Consortium
MISBO
Ron Davis
President
Sivad Business Solutions
Sean Dixon-Parker
Admin Associate Finance & Development, & Registrar
Friends School of Atlanta
Charmaine Dorrell
Assistant Director of Finance
Berkeley Preparatory School
Heather Edmiston
Business Manager and Controller
Atlanta Youth Academy
Cameron Evans
Student Billing Coordinator
The Collegiate School
Susan Ferraro
Senior Accountant
Cary Academy
Cherry Fiske
Accounting Manager
Saint Andrew's School
Beth Gaffney
Student Billing/Virtual Bookstore Manager
Berkeley Preparatory School
Alex Garner
Accounts Payable
Magnolia Heights School
Cheryl Goode
IT/Database Manager
MISBO
Johnny Green
Chief Operations Officer
Brandon Hall School
Ann Gushue
Business Office Accountant
Saint Joseph's Catholic School-SC
Mina Harris
Accountant
Cary Academy
Lillian Hazelton
Accountant
The Collegiate School
Chanda Hutton
A/R Specialist
Saint Francis Episcopal Day School
Paul Ibsen
Former Assistant Head of School
Benjamin Johnson
Controller
The Frances Xavier Warde School
Damian Kavanagh
President & CEO
MISBO
Amy Kostel
Accounting Manager
The Westminster Schools
Siobhan Kozicki
Staff Accountant, Accounts Payable & Payroll
The Frances Xavier Warde School
Kim Krebs
HR/Payroll Coordinator
Whitefield Academy
Liz Maher
Director, Accounting and Tax Programs
National Business Officers Association (NBOA)
Laura Maxwell
Chief Financial Officer
Riverside Military Academy
Allison McCloskey
Controller
Duchesne Academy of the Sacred Heart
Shannon McCoy
Business Manager
Salisbury Academy
Cody McGee
Accountant
Baylor School
Erin Meadows
CEO
Cause Collaboration, LLC
Melissa Newcomb
Financial Assistance & Accounting Coordinator
The Collegiate School
Carly Ogden
Business Office Manager/Comptroller
Montverde Academy
Kimberly Oliver
Business Manager
Grymes Memorial School
Brandye Polisky
Student Accounts
Baylor School
Jennifer Quindoza
Controller/Risk Manager
The Collegiate School
Julie Reader
Accounting Manager
The Davis Academy
Deborah Reichel
Chief Financial Officer
Cary Academy
Dianne Sagaas
Director of Professional Development
MISBO
Jennifer Sandberg
Partner
Fisher Phillips
Elsie Santway
Director of Finance
Friends School of Atlanta
Fernando Silas
Manager of Finance and Operations
Hirsch Academy
Lisa Stallworth
Payroll/A/P Specialist
Saint Francis Episcopal Day School
Tanya Taylor
Controller
The Lovett School
William Turner
Director of Operations
Mill Springs Academy
Danaka Williams
Staff Accountant, Accounts Receivable
The Frances Xavier Warde School
Natalie Wright
Accounts Receivable
Magnolia Heights School
Khristina Young
Purchasing Agent
Montverde Academy
Nathan Wagner
Senior Accountant
The Davis Academy
Agenda
| June 14 | |
| 2:00 PM - 2:30 PM | Welcome & Opening Activity Damian Kavanagh, President & CEO, MISBO |
| 2:30 PM - 3:30 PM | The Anatomy of Happy, High-Functioning Teams Erin Meadows, Founder & CEO, Cause Collaboration |
| June 15 | |
| 2:00 PM - 2:50 PM | So You Want to Prepare a Records Management & Retention Plan... But Where Do You Start? Ron Davis, CEO, Sivad Business Solutions & Julie Ray, CFO, Mount Paran Christian School |
| 2:50 PM - 3:00 PM | Break |
| 3:00 PM - 3:50 PM | Financial Compliance for K-12 Schools Angela Nielsen, AAP, ETA CPP, Product Manager, FACTS Management |
| 3:50 PM - 4:00 PM | Break |
| 4:00 PM - 5:00 PM | Wage and Hour Compliance Challenges Facing Independent Schools Megan Butz, Esq., General Counsel, HR Compliance, CheckWriters |
| 7:00 PM - 8:00 PM | Evening Social Event |
| June 16 | |
| 2:00 PM - 2:50 PM | Revamping Your Chart of Accounts Liz Maher, CPA, MBA, Director, Accounting and Tax Programs, NBOA |
| 2:50 PM - 3:00 PM | Break |
| 3:00 PM - 3:50 PM | The Expectation of Privacy - HIPAA, Unauthorized Disclosures, and More Jennifer Sandberg, Attorney, Fisher Phillips |
| 3:50 PM - 4:00 PM | Break |
| 4:00 PM - 5:00 PM | Ethics in Independent Schools Beth Lucas, Director of Human Resources, Charlotte Latin School & Paul Ibsen, Former Assistant Head of School for Finance and Management, Providence Day School |
For More Information:
Here's what past attendees have said...
"This was a welcoming and thorough event that was skillfully directed at many Business Office positions and issues. I never felt like any of the sessions weren't directed at me. I gained knowledge from every session."
"This conference was one of the best I have attended. This was the first time I brought my whole team. I will do that in the future!"
"I enjoy the smaller size of the conference because it allows me to get to know the other attendees."
"It was great for my team to participate. They gained a lot of knowledge and experience at this conference."