
2021 Business Office Team Intensive
Event Details
WHO SHOULD ATTEND?
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Business Officers
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Aspiring Business Officers
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Controllers
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Accounts Payable/Receivable
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Student Billing
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Benefits Administrators
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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
























































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."