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2018 MISBO Fall Conference

2018 MISBO Fall Conference

Wednesday, October 3, 2018 to Friday, October 5, 2018

Event Details

Aspirations to Operations…

For the past several years independent schools have been asking some big questions. Are we still relevant in today’s world of ever-changing education? What will the students of tomorrow need, and how do we anticipate those needs? Do we have the right mix of programs, facilities, faculty, and technology to support those needs?  

The 2018 MISBO Fall Conference will connect you with industry professionals, along with some of our schools’ brightest leaders, providing you with answers to these questions. Keynote speaker Ian Symmonds will kick off the conference with three critical questions facing independent schools today, and better yet, he will guide you to find the answers for your school; you will be inspired by the engaging “Leadership Lessons from the Fields of Gettysburg”, which draws parallels between battle strategies and critical leadership traits (who knew?); the final day will have you reimagining student assessment and what that could mean for our country’s future leaders with The Mastery Transcript Consortium. Additional breakout sessions will broaden these themes, designed to offer solutions to many of the issues you face every day: hiring for key positions, compensation design, security, as well as long range and capital budget planning. 

This conference will also feature MISBO’s signature “Sourcing Solutions” session, providing attendees an opportunity to leave with valuable takeaways from MISBO vendors in short 15-minute mini-sessions, along with dedicated exhibit time to talk with vendors and sponsors. And as always, there will be endless opportunities to network and collaborate with your peers!

Join us as we not only ask the important questions, but also provide the answers for you to take back to your school.

Need approval to attend? Use this handy Conference Proposal Template


Introduction to Abuse Risk Management

This workshop is a great opportunity to learn more about abuse risk management and how you can create a culture of safety on your campus. This session is designed to facilitate larger conversations about how, why, and what youth protection systems should exist. Attendees will learn the scope of the risk, how abuse happens in schools, best practices in prevention across school operations, and school leadership’s role in abuse prevention initiatives. As part of this discussion, Praesidium will share industry trends, information on a shifting legal landscape, and lessons learned from case studies. This session will also include tabletop exercises designed to facilitate important discussions:

  • What should an abuse prevention framework include?
  • What systems does your school already have?
  • Where are some potential gaps that can be strengthened?
  • How to prioritize next steps.
  • Who should be involved in the decisions and how to build a sponsorship network.

Who should attend this Pre-Conference:

  • Heads of School
  • Business Officers and CFOs
  • HR Directors
  • Other school leadership team members

(Separate Registration Required)


  MISBO Member School Pricing Non-Member School Pricing
 Conference Only $550 $650
 Pre-Conference Only $195 $250
 Bundled Discount $675 $820



Be sure to download the MISBO mobile app to be connected to all things related to the 2018 MISBO Fall Conference! Get the App today!

Follow on Twitter #MISBOFALL18


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:

Event Policies

Click here to read the Event Registration and Cancellation Policies.


Alan Weiler
Alan Weiler Director of Finance and Operations Athens Academy
Alex Rodriguez
Alex Rodriguez Chief Technology Officer Gulliver Schools
Amy Madsen
Amy Madsen Human Resources Manager Charlotte Country Day School
Andrew Phelps
Andrew Phelps Chief Business Officer Battle Ground Academy
Angela Crevar
Angela Crevar Principal The King's Academy
Angela Scott
Angela Scott Business Manager Episcopal Day School - NC
Angie Antici
Angie Antici Associate Head of School for Finance & Advancement Jackson Academy
Anita Childers
Anita Childers Controller Saint Joseph's Catholic School-SC
Anita Pittman
Anita Pittman Director of Human Resources Oak Hall Private School
Ashley Cross
Ashley Cross Manager, Membership ATLIS
Betsy Fanning
Betsy Fanning Head of School Trident Academy
Bill Love
Bill Love Regional Sales Manager MBS Direct
Bob Fish
Bob Fish Managing Partner Voluntary Benefits at Work
Bob Robinson
Bob Robinson
Caryn Pass
Caryn Pass Chair, Education Practice Venable LLP
Charles Maumus
Charles Maumus Asst. Head of School for Finance and Operations Harding Academy
Charlie Rue
Charlie Rue Chief Operating Officer Gulliver Schools
Christine McGoldrick
Christine McGoldrick Business Development Flik Independent School Dining
Chuck Procknow
Chuck Procknow Executive Vice President George K. Baum & Company
Courtney Peterson
Courtney Peterson Chief Human Resources & Culture Officer Sidwell Friends School
Damian Kavanagh
Damian Kavanagh President & CEO MISBO
Dana Meyer
Dana Meyer Controller/HR Savannah Country Day School
David Barrientes
David Barrientes Chief Business Officer Episcopal School of Baton Rouge
David Lacey
David Lacey Managing Director, Human Resources Services Hirshorn Boothby
David M Adams
David M Adams Senior Vice President George K. Baum & Company
Debbie Brister
Debbie Brister Controller and Tuition Assistance Coordinator Jackson Academy
Deborah Anderson
Deborah Anderson Chief Operating Officer Foxcroft School
Deborah Reichel
Deborah Reichel Chief Financial Officer Cary Academy
Diana Tagliarini
Diana Tagliarini Controller Carrollwood Day School
Dianne Sagaas
Dianne Sagaas Director of Professional Development MISBO
Don Swanson
Don Swanson Head of Finance Pulaski Academy
Donna O'Connell
Donna O'Connell Controller Saint Stephen's & Saint Agnes School
Felix Jacomino
Felix Jacomino Director of Technology Saint Stephen's Episcopal Day School
Florence Calhoun
Florence Calhoun Chief Financial Officer Saint Mark's Episcopal Day School
Fran Banta
Fran Banta Controller Whitefield Academy
Gabriel Lucas
Gabriel Lucas Principal Ed Tech Recruiting
Gary Butts
Gary Butts Chief Operating Officer/President Miami Country Day School
Ginny Phillippi
Ginny Phillippi Senior Vice President SunTrust Bank
Heather Smith
Heather Smith Director of Human Resources Carrollwood Day School
Ian Symmonds
Ian Symmonds President & Founder Ian Symmonds & Associates
James Leachman
James Leachman Account Executive SAGE Dining Services
Jamey Wood
Jamey Wood Business Officer/Academic Dean The King's Academy
Jana Kane
Jana Kane Regional Vice President FACTS Management
Janis McCambridge
Janis McCambridge Controller Carolina Day School
Jay Danielson
Jay Danielson Director of the Purchasing Consortium MISBO
Jeff Hodge
Jeff Hodge President H.E. Hodge Company
Jeff Rountree
Jeff Rountree Director of Plant Operations The Lovett School
Jennifer Cody Murphy
Jennifer Cody Murphy Business Manager Hilton Head Preparatory School
Jennifer Cookston
Jennifer Cookston Controller Baylor School
Jessica Scibona
Jessica Scibona Account Manager Praesidium
Joann Khoder
Joann Khoder Business Development Flik Independent School Dining
John Kevin
John Kevin Vice President, K-12 Market VALIC
Julie Ray
Julie Ray Chief Financial Officer Mount Paran Christian School
Karen Illig
Karen Illig Consultant, CFO ILLIGGROUP
Karen McKenzie
Karen McKenzie Director of Technology and Innovation Cary Academy
Karen Smith Moore
Karen Smith Moore Chief Financial & Operations Officer Shorecrest Preparatory School
Kathleen Cole
Kathleen Cole Director of Human Resources The Children's School
Kelley Day
Kelley Day Coordinator of Enterprise Operations The Westminster Schools
Kelley Waldron
Kelley Waldron Head of School St. Andrew's School
Kevin Moultrie
Kevin Moultrie Director, National Advocacy Programs TIAA
Kurt Meinberg
Kurt Meinberg Sr. Client Executive & Captive Program Manager Independent School Benefits Consortium (ISBC)
Lacey Dapore
Lacey Dapore HR Assistant Carrollwood Day School
Larry Pittman
Larry Pittman Chief Financial Officer Carrollwood Day School
Laura Turner
Laura Turner Associate Head of School for Finance & Operations Franklin Road Academy
Lavone Rippeon
Lavone Rippeon Administrator/CFO Mill Springs Academy
Lee Conner
Lee Conner Vice President for Operations & Auxiliary Services Woodward Academy
Linda Dennison
Linda Dennison Deputy Head of School and CFO Indian Creek School
Lindsay Cuppia
Lindsay Cuppia Program and Event Manager MISBO
Lisa Lawrence
Lisa Lawrence Business Office Manager Saint Joseph's Catholic School-SC
Liz McCullough
Liz McCullough Director of Strategic Solutions MBS Direct
Liz Summers
Liz Summers Assistant Head, Director of Finance and Operations Heathwood Hall Episcopal School
Louise Hodapp
Louise Hodapp Director of Finance The Schenck School
Lynn Sanders
Lynn Sanders Assistant Principal The King's Academy
Margot Brown
Margot Brown Director of Development & Finance Hilton Head Preparatory School
Mark Saine
Mark Saine Senior Director, Client Leadership Solutions TIAA
Mary Owczarek
Mary Owczarek Business Manager Trident Academy
Maurice Short
Maurice Short VP of Sales SAGE Dining Services
Meryl Healy
Meryl Healy Director of Sales and Marketing BusMax
Michelle Kunz
Michelle Kunz Accounts Payable Specialist, Purchasing Carrollwood Day School
Michelle Shea
Michelle Shea Vice President MISBO
Mike Flanagan
Mike Flanagan Chief Product Officer Mastery Transcript Consortium
Paco Rodriguez
Paco Rodriguez President SAGE Dining Services
Palmer Ball
Palmer Ball Asst to the Headmaster for Fin./Strategic Planning PAIS (Palmetto Association of Independent Schools)
Phil Zaubi
Phil Zaubi Director of Technology Porter-Gaud School
Philip Cork
Philip Cork Former Associate Headmaster for Finance Saint Andrew's School
Rob Hogan
Rob Hogan Controller Atlanta Girls' School
Rob Nielsen
Rob Nielsen Risk Manager Cobbs Allen
Robert McArthur
Robert McArthur CFOO Asheville School
Robert Riggar
Robert Riggar Relationship Manager for Not-for-Profit Banking SunTrust Bank
Roy Wronker
Roy Wronker National Account Manager Milner
Ryan Kelly
Ryan Kelly Carrollwood Day School
Ryan Wilcox
Ryan Wilcox Benefit Consultant Marsh McLennan Agency
Sara Rubinstein
Sara Rubinstein Head of School Carrollwood Day School
Scott Barron
Scott Barron Chief Reinvention Officer School Growth
Steve Mandell
Steve Mandell Founder and Managing Director Big Back Pack LLC
Stuart Latimer
Stuart Latimer Employee Benefits Consultant Cobbs Allen
Susan Flanagan
Susan Flanagan Director of the Purchasing Consortium MISBO
Suzanne Spunzo
Suzanne Spunzo Director New Pinnacle Consulting Group, LLC
Tammy Barron
Tammy Barron President School Growth
Tara Murphy
Tara Murphy Controller Franklin Road Academy
Todd Manuel
Todd Manuel Sales Manager Interstate Transportation Equipment (Thomas Built Buses)
Todd Spitzer
Todd Spitzer Territory Sales Manager Wireless Solutions, Inc.
Todd Swartz
Todd Swartz Asst Head of School for HR & Strategic Initiatives Providence Day School
Tom Murphy
Tom Murphy Director of Finance and Operations Harpeth Hall School
Toni Boyd
Toni Boyd Vice President for Finance and Operations The Westminster Schools
Tricia Lucas
Tricia Lucas Director of Finance Riverside School
Virginia Allen
Virginia Allen Assistant Business Manager The Pine School
Wes Wright
Wes Wright Senior Vice President SunTrust Bank
19 Other Registered Attendees


October 3
9:30 AM - 10:00 AM Pre-Conference Registration
10:00 AM - 3:30 PM Pre-Conference: Introduction to Abuse Risk Management Christy Schiller, MA, Vice President of Account Services, Praesidium & Jessica Scibona, Account Manager, Praesidium (lunch and afternoon break included)
3:00 PM Conference Registration Opens
4:30 PM - 5:00 PM First Timers' Welcome Meeting
5:00 PM - 7:00 PM Welcome Reception
October 4
7:15 AM - 7:45 AM Sunrise Stretch & Stroll on the Beach
8:00 AM Registration Open
8:00 AM - 3:30 PM Exhibit Hall Open
8:30 AM - 9:00 AM Breakfast
9:00 AM - 10:15 AM Welcome & Keynote Presentation: Three Critical Questions We Simply Must Answer Ian Symmonds, President and Founder, Ian Symmonds & Associates
10:15 AM - 10:45 AM Break with Sponsors Exhibit Hall
10:45 AM - 11:45 AM Breakout Session: Diving Deeper into Three Critical Questions Ian Symmonds, President and Founder, Ian Symmonds & Associates
10:45 AM - 11:45 AM Breakout Session: Faculty Banding: Answering Your Strategic and Operational Questions Karen Illig, Indpendent School CFO, Hirshorn Boothby & David W. Lacey, Managing Director, Human Resources Services, Hirshorn Boothby
10:45 AM - 11:45 AM Breakout Session: The Value Proposition of Independent Project Management Tom Waddle, Vice President, Building Solutions
11:45 AM - 12:45 PM Sourcing Solutions Sourcing Solutions will provide attendees with a unique opportunity to meet in small groups for four mini sessions with experts in the independent school world - MISBO vendors! Come with your questions and learn from real-life vendor success stories, allowing you to take shared knowledge and apply it at your school.
12:45 PM - 1:45 PM Lunch
1:45 PM - 3:00 PM Breakout Session: Keep Your Head Above Water: How to Help Your Head Avoid Costly Mistakes Caryn Pass, Chair, Education Practice, Venable LLP
1:45 PM - 3:00 PM Breakout Session: Virtual Reality: Costly Novelty or Educational Change Agent? Karen McKenzie, Director of Technology and Innovation, Cary Academy
1:45 PM - 3:00 PM Breakout Session: People and Perimeter: Defining School Safety and Security from the Inside Out Steve Mandell, Principal Consultant and Advocate, Big Back Pack, LLC
3:00 PM - 3:30 PM Break with Sponsors Exhibit Hall
3:30 PM - 4:45 PM General Session: Leadership Lessons From the Fields of Gettysburg Linda Dennison, Deputy Head of School and CFO, Indian Creek School & Paco Rodriguez, President, SAGE Dining Services, Inc.
4:45 PM - 5:00 PM Champagne Toast
October 5
7:15 AM - 7:45 AM Sunrise Stretch & Stroll on the Beach
8:30 AM - 9:15 AM Breakfast & State of the Association
9:15 AM - 10:15 AM General Session: Moving Beyond GPA: What School Leaders Need to Know About the Mastery Transcript Mike Flanagan, Chief Product Officer, The Mastery Transcript Consortium
10:15 AM - 10:30 AM Break
10:30 AM - 11:30 AM Breakout Session: Seeing the Opportunity During the Uncertainty of Change Mark Saine, Senior Director, Client Executive and Leadership Development, TIAA
10:30 AM - 11:30 AM Breakout Session: Organizational Health: How Healthy Is Your School? Scott E. Barron, Founder & Chief Executive Officer, School Growth & Tammy Barron, President & Senior Partner, School Growth
11:30 AM - 12:30 PM Breakout Session: Long-Range Financial Planning Tools Every Business Officer Should Have Palmer Ball, President, Palmer Ball Consulting, LLC & Executive Director, PAIS
11:30 AM - 12:30 PM Breakout Session: Strategies for Hiring Senior Technology Positions Gabriel Lucas, Principal, Ed Tech Recruiting & Gary Butts, Chief Operating Officer/President, Miami Country Day School
12:30 PM - 1:00 PM Grab & Go Lunch
1:00 PM - 1:00 PM Conference Closes
Download Agenda

For More Information:

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