2021 Business Office Team Intensive

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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!


  • Business Officers
  • Aspiring Business Officers
  • Controllers
  • Accounts Payable/Receivable
  • Student Billing
  • Benefits Administrators
  • Payroll Specialists


  • 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!

Session CPE Information


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

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.


Session CPE Information

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.


Alex Garner
Alex Garner Accounts Payable Magnolia Heights School
Allison McCloskey
Allison McCloskey Controller Duchesne Academy of the Sacred Heart
Amy Kostel
Amy Kostel Accounting Manager The Westminster Schools
Anita Childers
Anita Childers Controller St. Joseph's Catholic School
Ann Gushue
Ann Gushue Business Office Accountant Saint Joseph's Catholic School-SC
Benjamin Johnson
Benjamin Johnson Controller The Frances Xavier Warde School
Beth Gaffney
Beth Gaffney Student Billing/Virtual Bookstore Manager Berkeley Preparatory School
Beth Lucas
Beth Lucas Director of Human Resources Charlotte Latin School
Bill Clem
Bill Clem Director of Finance and Operations Westminster Schools of Augusta
Brandye Polisky
Brandye Polisky Student Accounts Baylor School
Cameron Evans
Cameron Evans Student Billing Coordinator The Collegiate School
Carly Ogden
Carly Ogden Business Office Manager/Comptroller Montverde Academy
Chanda Hutton
Chanda Hutton A/R Specialist Saint Francis Episcopal Day School
Charmaine Dorrell
Charmaine Dorrell Controller Berkeley Preparatory School
Cherry Fiske
Cherry Fiske Accounting Manager Saint Andrew's School
Cheryl Goode
Cheryl Goode IT/Database Manager MISBO
Cody McGee
Cody McGee Accountant Baylor School
Cristy Walden
Cristy Walden Chief Financial Officer Cornerstone Christian Academy
Damian Kavanagh
Damian Kavanagh President MISBO
Dana Holbrook
Dana Holbrook Business Office Coordinator The Howard School
Danaka Williams
Danaka Williams Staff Accountant, Accounts Receivable The Frances Xavier Warde School
Deborah Reichel
Deborah Reichel Chief Financial Officer Cary Academy
Dianne Sagaas
Dianne Sagaas Director of Professional Development MISBO
Elsie Santway
Elsie Santway Director of Finance Friends School of Atlanta
Erin Meadows
Erin Meadows CEO Cause Collaboration, LLC
Evelyn Booth
Evelyn Booth Accounts Payable Specialist The Collegiate School
Fernando Silas
Fernando Silas Manager of Finance and Operations Hirsch Academy
Gina Noble
Gina Noble Controller Porter-Gaud School
Heather Edmiston
Heather Edmiston Business Manager and Controller Atlanta Youth Academy
Hue Bui
Hue Bui Controller Saint Francis Episcopal Day School
Janet Baxter
Janet Baxter Payroll and Benefits Administrator Harpeth Hall School
Jay Danielson
Jay Danielson Director of the Purchasing Consortium MISBO
Jennifer Quindoza
Jennifer Quindoza Controller/Risk Manager The Collegiate School
Jennifer Sandberg
Jennifer Sandberg Partner Fisher Phillips
Joanne Andruscavage
Joanne Andruscavage Director of Accreditation SAIS
Johnny Green
Johnny Green Chief Operating Officer Brandon Hall School
Julie Ray
Julie Ray Chief Financial Officer Mount Paran Christian School
Julie Reader
Julie Reader Accounting Manager The Davis Academy
Kelli Brettel
Kelli Brettel Business Office Accounting Manager Oak Hall School
Khristina Young
Khristina Young Purchasing Agent Montverde Academy
Kim Avery
Kim Avery Controller The Westminster Schools
Kim Krebs
Kim Krebs Business Office Associate Whitefield Academy
Kimberly Oliver
Kimberly Oliver Business Manager Grymes Memorial School
Kristoffer Kennedy
Kristoffer Kennedy Finance Director Bedford School
Larissa Johnson
Larissa Johnson AP Berkeley Preparatory School
Laura Maxwell
Laura Maxwell Chief Financial Officer Riverside Military Academy
Lee Arledge
Lee Arledge Senior Employee Benefits Consultant USI Insurance Services
Lillian Hazelton
Lillian Hazelton Accountant The Collegiate School
Lindsay Cuppia
Lindsay Cuppia Program and Event Manager MISBO
Lisa Stallworth
Lisa Stallworth Payroll/A/P Specialist Saint Francis Episcopal Day School
Liz Maher
Liz Maher Director, Accounting and Tax Programs National Business Officers Association (NBOA)
Melissa Newcomb
Melissa Newcomb Financial Assistance & Accounting Coordinator The Collegiate School
Mina Harris
Mina Harris Accountant Cary Academy
Natalie Wright
Natalie Wright Accounts Receivable Magnolia Heights School
Nathan Wagner
Nathan Wagner Senior Accountant The Davis Academy
Patti Collins
Patti Collins Accounts Payable Manager Harpeth Hall School
Paul Ibsen
Paul Ibsen Former Assistant Head of School
Ron Davis
Ron Davis President Sivad Business Solutions
Sean Dixon-Parker
Sean Dixon-Parker Admin Associate Finance & Development, & Registrar Friends School of Atlanta
Shanna Morales
Shanna Morales Business Manager Palisades Episcopal School
Shannon McCoy
Shannon McCoy Business Manager Salisbury Academy
Shelley Kinder
Shelley Kinder CFO/COO Saul Mirowitz Jewish Community School
Siobhan Kozicki
Siobhan Kozicki Staff Accountant, Accounts Payable & Payroll The Frances Xavier Warde School
Susan Ferraro
Susan Ferraro Senior Accountant Cary Academy
Tanya Taylor
Tanya Taylor Controller The Lovett School
Toni Boyd
Toni Boyd Vice President for Finance and Operations The Westminster Schools
William Turner
William Turner Director of Operations Mill Springs Academy
4 Other Registered Attendees


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
Download Agenda

For More Information:

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

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."