2019 MISBO Fall Conference

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Wednesday, October 2, 2019 to Friday, October 4, 2019
Crowne Plaza Resort Asheville
1 Resort Drive
Asheville, NC 28806-3815
United States

Event Details

Economies of School

Today’s independent school leader requires a strong set of skills. You must possess a sharp financial focus to guide the economic success of your school; recognize, evaluate, and adapt to coming trends; and help to create a safe and healthy community that serves your mission.   

Every day, economic factors both inside and outside our industry affect our schools, our communities, and our future. From affordability and value to competition and cost, to managing the daily operations while sustaining the highest quality of education possible; each component of independent school management can bring on new challenges you must face daily.

Join us at the 2019 MISBO Fall Conference, where you will hear from leaders in areas of independent school management including finance, compensation, liability and risk management, building successful programs, and why people matter most. Greet the complex changes coming to education through stories of success and failure, and what we can learn from both.

Who should attend:

  • Business and Operations Officers
  • Business and Operations Staff
  • HR Directors
  • Heads of School
  • Other Administration and School Leaders

 

Full Schedule

 

Need approval to attend? Use this handy Conference Proposal Template

 

New this year:  Beer Tasting Event

Join us on Thursday, 10/3, 4:45-6:00 pm for an evening of beer right in the hotel! Asheville is known as Beer City - get a taste of how true that is. Ticket includes 6 blind beer tastings, a history of beer in Asheville and around the world, and other fun surprises. Limited availability!

 

Make plans to join us on Wednesday for the One-Day Workshop, Relationships: Your School's Most Valuable Asset! (separate registration required)


REGISTRATION

Click here to register!

Early Bird Rate:  Through August 31

  • Member:  $450
  • Non-Member:  $550

Regular Rate:  September 1 - Conference

  • Member:  $550
  • Non-Member:  $650

Notes:

- Must log in to receive member pricing.

- Vendors are not permitted to register for the conference unless attending as part of a sponsorship. Contact Dianne Sagaas at 404-921-3812 for more details.


Hotel & Travel

The discounted rate at the Crowne Plaza Resort Asheville has now expired, but rooms are still available! Visit the Hotel & Travel page for information.


GET SOCIAL

Join the buzz for this event on Twitter using #MISBOFALL19


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.learningmarket.org.

HRCI Credit

This program has been submitted to the HR Certification Institute for review.


Event Policies

Click here to read the Event Registration and Cancellation Policies.


 

Adam Borden
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Adam Borden Director of Marketing SAGE Dining Services
Alan Stob
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Alan Stob Chief Operating Officer Grandview Preparatory School
Alan Weiler
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Alan Weiler Director of Finance and Operations Athens Academy
Allison Rashley
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Andrew Smith
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Anita Pittman Director of Human Resources Oak Hall Private School
Anne Forrest Prim
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Anne Forrest Prim Chief Operations Officer Rabun Gap-Nacoochee School
Anthony Torbett
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Anthony Torbett CFO, COO Bethlehem Christian Academy
Austin Crawford
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Austin Crawford Vice President J. Smith Lanier & Co.
Benjamin Scafidi
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Benjamin Scafidi Director of the Education Economics Center Kennesaw State University
Betsy Fanning
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Betsy Fanning Head of School Trident Academy
Brent Clark
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Brent Clark Business Manager Trinity School of Durham and Chapel Hill
Brett Fuhrman
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Callie Cable
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Callie Cable HR Specialist Spartanburg Day School
Charles Maumus
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Charles Maumus Asst. Head of School for Finance and Operations Harding Academy
Christine McGoldrick
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Christine McGoldrick Business Development Flik Independent School Dining
Christy Browne
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Christy Browne Associate Vice President, Human Resources Woodward Academy
Cindy Cox
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Cindy Cox Asst Office Manager The Webb School
Claire Hammontree
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Claire Hammontree Business Office Clayton-Bradley Academy
Claudia Margolis
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Claudia Margolis Finance Center Assistant The Bolles School
Clint Jones
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Clint Jones Senior Accountant Atlanta International School
Damian Kavanagh
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Damian Kavanagh Executive Director MISBO
Dana Holbrook
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Dana Holbrook Business Office Coordinator The Howard School
David Barrientes
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David Barrientes Chief Business Officer Episcopal School of Baton Rouge
David M Adams
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David M Adams Senior Vice President George K. Baum & Company
David Noone
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David Noone Head of School The Donoho School
Debbie Klein
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Debbie Klein Vertical Market Manager Office Depot
Deborah Anderson
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Deborah Anderson Chief Operating Officer Foxcroft School
Debra Wilson
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Debra Wilson President SAIS
Diana Hamilton
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Diana Hamilton Director of Finance Westminster Schools of Augusta
Diana Tagliarini
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Diana Tagliarini Controller Carrollwood Day School
Dianne Sagaas
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Dianne Sagaas Director of Professional Development MISBO
Don Swanson
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Don Swanson Head of Finance Pulaski Academy
Donna Novell
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Donna Novell HR/Benefits Coordinator Shorecrest Preparatory School
Donna Orem
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Donna Orem President National Association of Independent Schools (NAIS)
Emily Lund
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Emily Lund Assistant Head of School The Montessori School of San Antonio
Felix Jacomino
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Felix Jacomino Director of Technology Saint Stephen's Episcopal Day School
Florence Calhoun
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Florence Calhoun Director of Finance & Operations Saint Mark's Episcopal Day School
Gabriel Lucas
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Gabriel Lucas Principal Ed Tech Recruiting
Gail Peake
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Gail Peake Bookkeeper Shiloh Hills Christian School
Genie Tanner
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Genie Tanner Human Resources Director University School of Nashville
Ginny Phillippi
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Ginny Phillippi Senior Vice President SunTrust Bank
Heather Smith
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Heather Smith Director of Human Resources Carrollwood Day School
Jack Thompson CLU
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Jack Thompson CLU Vice President J. Smith Lanier & Co.
James Leachman
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James Leachman Sales Associate SAGE Dining Services
Jamey Wood
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Jamey Wood Business Officer/Academic Dean The King's Academy
Jamie Greenleaf
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Jamie Greenleaf Lead Advisor/Principal Cafaro Greenleaf / Carroll Consulants
Jana Kane
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Jana Kane Regional Vice President FACTS Management
Janice Barden
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Janice Barden Comptroller Tallulah Falls School
Janis McCambridge
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Janis McCambridge Controller Carolina Day School
Jason Putnam
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Jason Putnam Chief Financial Officer Asheville Christian Academy
Jay Danielson
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Jay Danielson Director of the Purchasing Consortium MISBO
Jeanetta Johnson
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Jeanetta Johnson Director of Finance Springmont School
Jeff Ambrose
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Jeff Ambrose Director of Finance and Operations Trinity Preparatory School
Jeff Role
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Jeff Role Chief Financial Officer/Chief Operating Officer The Bolles School
Jennifer Carey
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Jennifer Carey Technology & Innovation Director Temple Beth Am
Jennifer Dillon
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Jennifer Dillon Director of Finance and Operations Highlands School
Jennifer Rudolph
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Jennifer Rudolph Benefits and Compensation Specialist Atlanta Speech School
Jennifer Sandberg
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Jennifer Sandberg Partner Fisher Phillips
Jessica Wallis
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Jessica Wallis Director of Product Management Veracross
Jim Christopher
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Jim Christopher Head of School Kenneth Gordon Maplewood School
Jim Hilleary
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Jim Hilleary Director of g360 Galloway School
Johnny Wallace
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Johnny Wallace Director of Finance & Auxiliary Programs Porter-Gaud School
Joy Buzzard
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Joy Buzzard Director of Finance & Operations The New Community School
Judy Donahue
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Judy Donahue Business Assistant The Webb School
Julie Ray
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Julie Ray Chief Financial Officer Mount Paran Christian School
Karen Smith Moore
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Karen Smith Moore Chief Operating & Financial Officer Shorecrest Preparatory School
Kathleen Cole
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Kathleen Cole Director of Human Resources The Children's School
Kim Krebs
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Kim Krebs Business Office Assistant Whitefield Academy
Krista Webb
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Krista Webb Director of Finance & Operations Christian Academy of Knoxville
Kurt Meinberg
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Kurt Meinberg Director Independent School Benefits Consortium (ISBC)
Lacey Dapore
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Lacey Dapore HR Assistant Carrollwood Day School
Larry Pittman
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Larry Pittman Chief Financial Officer Carrollwood Day School
Laura Benzing
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Laura Benzing Director of Human Resources Asheville Christian Academy
Laura Turner
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Laura Turner Director of Finance and Operations Franklin Road Academy
Lauren Loy
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Lauren Loy Assistant Controller Darlington School
Lavone Rippeon
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Lavone Rippeon Administrator/CFO Mill Springs Academy
LeAnn Graves
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LeAnn Graves Accounting Assistant Clayton-Bradley Academy
Lee Conner
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Lee Conner Vice President for Operations & Auxiliary Services Woodward Academy
Lindsay Cuppia
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Lindsay Cuppia Program and Event Manager MISBO
Lisa Dickinson
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Lisa Dickinson Senior VP Executive Liability Practice Marsh & McLennan Agency
Lisa Lawrence
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Lisa Lawrence Business Office Manager Saint Joseph's Catholic School
Lisa Lynch
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Lisa Lynch Business Officer Manager Saint Patrick Catholic School
Lisa Wylie
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Lisa Wylie Dir of Project Mgmt/Tech. for Business Operations Shorecrest Preparatory School
Louise Hodapp
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Louise Hodapp Director of Finance The Schenck School
Louise Mann
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Louise Mann Chief Financial Officer Woodward Academy
Marcie Carroll
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Marcie Carroll Direcor of Business Development, Sr Consultant Carroll Consultants | Cafaro Greenleaf
Margaret Richardson
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Margaret Richardson Education Specialist RC Education
Maria Bouchard
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Maria Bouchard Finance Associate St. Martin's Episcopal School
Mark Vosskamp
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Mark Vosskamp Chief Financial Officer Girls Preparatory School
Mary Cummings
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Mary Cummings Technology Services Director Saint Joseph's Catholic School
Mary Owczarek
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Mary Owczarek Business Manager Trident Academy
Matthew Batastini
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Matthew Batastini Co-Managing Partner Schwartz Hannum PC
Meghan Griffy
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Meghan Griffy Assistant Finance Manager Foxcroft School
Meryl Healy
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Meryl Healy Marketing and Sales BusMax
Michael Ebeling
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Michael Ebeling Head of School Summit School
Michelle Kunz
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Michelle Kunz Accounts Payable Specialist, Purchasing Carrollwood Day School
Michelle Shea
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Michelle Shea Associate Executive Director MISBO
Michelle Woodruff
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Michelle Woodruff Vice President George K. Baum & Company
Mike Black
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Mike Black Senior Account Manager A3 Communications
Natalie Ferguson
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Natalie Ferguson Controller Darlington School
Nicole Guaetta
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Nicole Guaetta Exec Director, Client Services & Bus. Intelligence MBS Direct
Nina Esmark
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Nina Esmark Business Manager Clayton-Bradley Academy
Patricia Ewert
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Patricia Ewert Accountant St. Paul’s Episcopal School
Patsy Beckwith
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Patsy Beckwith Business Manager Mill Springs Academy
Paul Ibsen
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Paul Ibsen Former Assistant Head of School
Penny Rowe
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Philip Cork
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Philip Cork Former Associate Headmaster for Finance
Philip Cork
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Philip Cork Former Associate Headmaster for Finance MISBO Board Chair
Pinky Harriott
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Pinky Harriott Director of Finance & Operations Charleston Collegiate
Rhonda Whiting
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Rhonda Whiting Head of School Bethlehem Christian Academy
Richard Swindell
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Richard Swindell Director of Business Operations Sidwell Friends School
Rick Ellis
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Rick Ellis Director of Sales Veracross
Rob Nielsen
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Rob Nielsen Risk Manager Cobbs Allen
Robert McArthur
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Robert McArthur Assistant Head of School for Operations, CFO Asheville School
Robert Powers
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Robert Powers Business Manager Alexandria Country Day School
Robert Riggar
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Robert Riggar First Vice President SunTrust Bank
Roger Tutterow
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Roger Tutterow Henssler Fin Endowed Chair, Dir of the Econometric Kennesaw State University
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Russ Webb Vice President Atlanta Apartment Association
Ryan Kelly
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Ryan Kelly Head of School Carrollwood Day School
Ryan Wilcox
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Ryan Wilcox Benefit Consultant Marsh & McLennan Agency
Sabrina McAllister
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Sabrina McAllister Business Manager The Bright School
Sarah Gibson
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Sarah Gibson Accounting Manager Stuart Hall School
Shannon McCoy
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Shannon McCoy Business Manager Salisbury Academy
Sheila Cash
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Sheila Cash Director of Finance and Operations Spartanburg Day School
Stacy Sisk
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Stacy Sisk Business Office Assistant The Bright School
Steve Mandell
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Steve Mandell Principal Consultant and Advocate Big Back Pack LLC
Stuart Latimer
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Stuart Latimer Employee Benefits Consultant Cobbs Allen
Susan Flanagan
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Susan Flanagan Consortium and Member Engagement Manager MISBO
Susy Gillette
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Susy Gillette Bookstore Manager University School of Nashville
Suzanne Spunzo
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Suzanne Spunzo Director, Client Development & Advocacy New Pinnacle Consulting Group, LLC
Tara Morris
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Tara Morris Human Resources & Payroll Manager Christian Academy of Knoxville
Todd Manuel
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Todd Manuel Sales Manager Interstate Transportation Equipment
Todd Spitzer
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Todd Spitzer Territory Sales Manager Wireless Solutions, Inc.
Todd Swartz
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Todd Swartz Asst Head of School for HR & Strategic Initiatives Providence Day School
Tom Murphy
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Tom Murphy Director of Finance and Operations Harpeth Hall School
Toni Boyd
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Toni Boyd Vice President for Finance and Operations The Westminster Schools
Veronique Kessler
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Veronique Kessler Chief Financial Officer Galloway School
Wes Wright
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Wes Wright First Vice President SunTrust Bank
William Dillard
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William Dillard Marketing Director Building Solutions
18 Other Registered Attendees

Agenda

October 2
9:00 AM - 2:30 PM Workshop | "Relationships: Your School's Most Valuable Asset" (separate registration) Scott E. Barron, Founder and CEO, School Growth, Inc.
3:00 PM - 5:00 PM Conference Registration
4:30 PM - 5:00 PM First-Time Attendee Welcome
4:30 PM - 5:00 PM Sponsor Meeting Sponsors Only
5:00 PM - 6:00 PM Welcome Reception
October 3
7:00 AM - 7:45 AM Sunrise Stretch and Hike On your own
8:00 AM - 9:00 AM Breakfast
8:00 AM - 9:00 AM Conference Registration
8:00 AM - 5:00 PM Exhibit Hall Open
9:00 AM - 9:15 AM Welcome
9:15 AM - 10:15 AM Keynote Session | "The Workplace of Tomorrow: The Rise of the Social Enterprise" Donna Orem, President, NAIS
10:15 AM - 10:45 AM Break with Sponsors
10:45 AM - 11:45 AM Breakout Session | "People Matter Most - The Economics of Employing and Retaining Great Talent" Steve Mandell, Principal Consultant and Advocate, Big Back Pack, LLC & Larry Pittman, Chief Financial Officer, Carrollwood Day School
10:45 AM - 11:45 AM Breakout Session | "Financially Attainable Master Plans: An Innovative Approach to Implementation" Brett Fuhrman, Chief Financial Officer, Carolina Day School
10:45 AM - 11:45 AM Breakout Session | "Successful Auxiliary Programs for Revenue and Programming Goals" Jim Hilleary, Director of g360, The Galloway School & Veronique Kessler, Chief Financial Officer, The Galloway School
11:45 AM - 12:30 PM Lunch
12:30 PM - 1:30 PM General Session | Sourcing Solutions
1:30 PM - 2:00 PM Break with Sponsors
2:00 PM - 3:00 PM Breakout Session | "Cyber Liability and Who Is At Risk" Lisa Dickinson, Senior VP Executive Liability Practice, Marsh & McLennan Agency
2:00 PM - 3:00 PM Breakout Session | "The Practical and Legal Dos and Don'ts When Implementing a New Faculty Compensation Plan" Jennifer Sandberg, Partner, Fisher Phillips
2:00 PM - 3:00 PM Breakout Session | "Listen! Your Financials Are Trying to Tell You Something!" David Adams, Senior Vice President, George K. Baum & Company & Charles Maumus, Assistant Head of School for Finance and Operations, Harding Academy
3:00 PM - 3:30 PM Break with Sponsors
3:30 PM - 4:30 PM General Session | "Instability Markers: Signposts on the Road to Ruin" Jim Christopher, M.Ed., EdD, Head of School, Kenneth Gordon Maplewood School
4:45 PM - 6:00 PM Beer Tasting Event (Ticketed Event)
October 4
7:00 AM - 7:45 AM Sunrise Stretch and Hike On your own
8:00 AM - 9:00 AM Breakfast & State of the Association
9:00 AM - 10:00 AM General Session | "Two Economists Discuss the Market for Education" Roger Tutterow, Henssler Financial Endowed Chair, Director of the Econometric Center, and Professor of Economics, Kennesaw State University & Benjamin Scafidi, Director of the Education Economics Center, Kennesaw State University
10:15 AM - 11:15 AM Breakout Session | "Personalized, Meaningful, and Relevant: Today's Benefits Package" Jamie Greenleaf, Lead Advisor, Principal, Cafaro Greenleaf/Carroll Consultants
10:15 AM - 11:15 AM Breakout Session | "Getting In Sync: Policies, Protocols, Contracts, & More" Matt Batastini, Co-Managing Partner, Schwartz Hannum PC
11:30 AM - 12:30 PM Breakout Session | "Retirement Plans: Identifying and Minimizing Outside Risks" Suzanne Spunzo, Director, Client Development & Advocacy, New Pinnacle Consulting Group, LLC
11:30 AM - 12:30 PM Breakout Session | "The Dangers that Lurk Before and After the Bell Rings" Jennifer Sandberg, Partner, Fisher Phillips
12:30 PM - 1:00 PM Grab & Go Lunch

For More Information:

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