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2026 CFO Retreat: Ignite Your Leadership

Sunday, April 26, 2026 to Wednesday, April 29, 2026
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Event Sold Out – Join the Waitlist!

If you’d like to be added to the waitlist, please email Kaleigh White Smolinski, PhD at kaleighsmolinski@misbo.com. Should space become available, we’ll reach out in the order requests are received. April 2026 | A 3.5-Day Transformational Experience for Independent School CFOs

Welcome to ThinqShift x MISBO: The Fabulous Leader Retreat

April 2026 | A 3.5-Day Transformational Experience for Independent School CFOs

Your operating environment is VUCA—volatile, uncertain, complex, and ambiguous. AI is reshaping finance and operations. Expectations from boards, audit partners, employees, and families are shifting faster than policies can update.

The World Needs Fabulous Leaders

Your operating environment is VUCA—volatile, uncertain, complex, and ambiguous. AI is reshaping finance and operations. Expectations from boards, audit partners, employees, and families are shifting faster than policies can update.

In this context, technical finance expertise is necessary—but not sufficient. This is not Finance 101. The CFOs who will thrive are those who can:

Redefine success on their own terms and for their institutions

Lead with personal power, not just positional authority

Stay cognitively adaptable and whole-brain in how they analyze, decide, and influence.

This retreat is designed to grow those leaders.

This experience is a win for both you & your school:

Why it matters for you?

Elevate from financial expert to institutional strategist—with a sharper leadership narrative, board-level influence, and cross-functional credibility.

Gain advanced tools and frameworks (Thinq360, Fabulous Leadership, 4 Voice Model) to navigate scenario planning, trade-offs, and change with more confidence and less burnout.

Why it matters for your school?

Positions the finance office as a driver of sustainability and culture, not just compliance and reporting.

Translates megatrends (AI, enrollment volatility, workforce shifts, VUCA dynamics) into actionable financial strategy—multi-year modeling, risk mitigation, and decisions that improve employee experience and student outcomes.

FROM A PAST ATTENDEE:
“attending this conference was a life changing moment for me. I so appreciate having been put into a place of discomfort and real learning as an adult! Our roles are primarily centered around people... people we lead with, people we collaborate with, and people within our organizations who need mentoring/training/guidance in their professional journeys. All of these human interactions involve different levels of complexity, and speaking personally, I am certain that the knowledge gained will be of significance as I better understand not only how or why folks think, respond, and prioritize what they say and do, but more importantly, why my thoughts and actions lean in one way or the other (and how to adjust them to best serve the people I engage with!!)”

 

What Is ThinqShift?

We help fabulous people do the hard stuff—creating focus, then shifting mindsets, behaviors, and culture across teams and organizations. We specialize in accelerating your top 10%—because identifying high performers isn’t enough; you have to invest in them.

We deliver a performance acceleration experience tailored for senior finance leaders and rising controllers/operations executives—and now we’re partnering with MISBO to bring this work to you.

About the Retreat

An immersive experience built for independent school CFOs and finance leaders. Step out of the day-to-day to reflect, reset, and rewire your leadership for the future of work and the future of school finance.

This goes beyond traditional finance training. You’ll apply whole-brain leadership models like Thinq360 and the Fabulous Leadership Framework to CFO realities: multi-year forecasting, tuition strategy and affordability, compensation and total rewards, capital planning and facilities, auxiliary revenue, risk and controls, technology ROI, and board engagement. Vipul Kapadia -- 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.

Speaker

Vipul Kapadia -- 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.


Get Social

Join the buzz for this event! #MISBOCFORetreat #MISBOIgniteYourLeadership


Event Policies

Click here to read the Event Registration and Cancellation Policies. 

Credits Price
Regular - Members
Registration Ends 4/26/26 at 2:00 AM EDT
$1,795.00
Credits Price
Regular Non-Members
Registration Ends 4/26/26 at 2:00 AM EDT
$2,495.00
Credits Price
Additional person
This ticket allows you to bring a plus to attend the Opening reception & dinner and the Tuesday evening reception, dinner and open bar.
$550.00

Join us at the renowned Ponte Vedra Inn & Club for a retreat designed to refresh your perspective, deepen your network, and ignite your leadership. Nestled along Florida’s Atlantic coastline, this AAA Five-Diamond resort offers a luxurious yet energizing backdrop for finance leaders ready to lead with clarity, confidence, and purpose.

From oceanview rooms to championship golf, spa treatments to fireside conversations, every element of this retreat is curated to help you step back from the day-to-day and lean into strategic vision. The historic charm of Ponte Vedra Inn & Club—combined with modern amenities and exceptional service—sets the stage for reflection, insight, and inspiration.

This is your opportunity to connect with fellow CFOs, challenge assumptions, and spark new ideas in a setting designed to elevate both thought and well-being. Come ready to reignite your passion for leadership—and return ready to drive impact.

Ponte Vedra Inn & Club

200 Ponte Vedra Inn & Club
Ponte Vedra Beach, FL 32082

Book your room here

Discounted Rate:  $369.00

Cutoff date: March 27, 2026

Check in: 4:00 pm

Check out:  11:00 am

Cancellation policy:  7 days prior to arrival

Agenda

April 26
3:00 PM - 6:00 PM Arrival & Registration Check in, get settled, and get ready for this high-impact retreat! 
3:45 PM - 6:00 PM Welcome & Opening Programming Two Misunderstood Words: Success and Leadership. -Interactive exploration of what “success” and “leadership” mean to you and how loaded, subjective, and often externally driven those definitions can be. 
6:30 PM Dinner
April 27
9:00 AM - 12:00 PM Morning Leadership Session Dive into whole brain leadership frameworks, personal leadership style, and school needs
12:00 PM - 1:00 PM Lunch
1:00 PM - 3:00 PM It’s Time to ShiftUp: On Leadership & On Success How the VUCA era favors adaptability, learning agility, and whole-brain leadership over tenure and experience 
4:00 PM Evening on Your Own Participants are free to choose their own dining and evening activities.
April 28
9:00 AM - 12:00 PM Interactive Strategy Session Apply learning to real scenarios and build a leadership playbook.
12:00 PM - 1:00 PM Lunch
1:00 PM - 3:00 PM Thinq360: Fabulous Leaders Master Thinking Voices Introduction to the Thinq360™ 4 Voice Model and why it’s essential to staying cognitively adaptable

Your personalized Thinq360 results (completed before the program)
6:30 PM Dinner
April 29
9:00 AM - 12:00 PM Final Integration Session: The Fabulous Leader & Your 5-Year Goals The Fabulous Person Non-negotiables: What must be true for you to live and lead well

Designing your 5-Year Life Goals across Career, Family, Friends, Self, and Money
Lee Arledge
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Lee Arledge Senior Employee Benefits Consultant USI Insurance Services
Ken Bomar
Ken Bomar Director of Finance Trinity School, Inc.
Scott Carlson
Scott Carlson Chief Financial Officer Rabun Gap-Nacoochee School
R. Charleen Crawford
R. Charleen Crawford Chief Financial Officer/HR Director Hancock Day School
Lisa Flowers
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Lisa Flowers Events Manager MISBO
Calvin Golden
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Calvin Golden Director of Finance & Operations Linden Waldorf School
Ryan Hudak
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Ryan Hudak Chief Financial Officer The Schenck School
Megan Jurick
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Megan Jurick Chief Financial Officer Savannah Christian Preparatory School
Vipul Kapadia
Vipul Kapadia ThinqShift
Damian Kavanagh
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Damian Kavanagh President & CEO MISBO
Susan Kimmel
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Susan Kimmel Director of the Purchasing Consortium MISBO
Stefanie Lewis
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Stefanie Lewis Director of Finance & Operations Tampa Preparatory School
Raj Mallawaaratchy
Raj Mallawaaratchy CFO Porter-Gaud School
Jay Malone
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Jay Malone Chief Financial Officer Maclay School
Louise Mann
Louise Mann Chief Financial Officer Woodward Academy
Katherine Martin
Katherine Martin The Budd Group
Wes McKeown
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Wes McKeown VP FEG
Todd Morris
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Todd Morris Finance Director UMS-Wright Preparatory School
Daniela Olaye
Daniela Olaye Chief Financial Officer Atlanta Speech School
Amy Richter
Amy Richter ThinqShift
Nadia Robinson
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Nadia Robinson Chief Financial Officer The Walker School
Michelle Shea
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Michelle Shea Vice President MISBO
Kim Stravolo
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Kim Stravolo CFO St. Joseph's Catholic School-SC
Laura Turner
Laura Turner Associate Head of School for Finance & Operations Franklin Road Academy
Mark Vosskamp
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Mark Vosskamp Chief Financial Officer Girls Preparatory School
Alan Weiler
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Alan Weiler Director of Finance and Operations Athens Academy
Jessica Willis
Jessica Willis Chief Financial Officer Springmont School
Lisa Wylie
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Lisa Wylie Chief Financial Officer / Chief Operating Officer Shorecrest Preparatory School
Jennifer Wyly
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Jennifer Wyly Associate Head of School/CFOO Saint Edward's School
2 Other Registered Attendees

Continuing Education Information

Redefine success on their own terms
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.

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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.

For More Information:

Damian Kavanagh
Damian Kavanagh, Ed.D., CAE
President & CEO MISBO (404)921-3811