2019 MISBO Fall Conference

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Wednesday, October 2nd, 2019 to Friday, October 4th, 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

Session descriptions coming soon!

 

Need approval to attend? Use this handy Conference Proposal Template

 

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

 

New this year:  Beer Tasting Event

Join us on Thursday, 10/3, 4:30-6:00 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, auctions for charity, and other fun surprises. Limited availability!


REGISTRATION

Click here to register!

Early Bird Rate:  Now - 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

Be sure to get the discounted rate and negotiated perks at the conference hotel, the Crowne Plaza Resort Asheville! 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.


 

Alan Stob
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Alan Stob Chief Operating Officer Grandview Preparatory School
Amy Madsen
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Amy Madsen Human Resources Manager Charlotte Country Day School
Amy Owens
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Amy Owens Director of Finance Saint Patrick Catholic School
Andrew Phelps
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Andrew Phelps Director of Business Operations Battle Ground Academy
Andrew Smith
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Andrew Smith Chief Financial Officer Brandon Hall School
Anita Childers
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Anita Childers Senior Accountant Saint Joseph's Catholic School-SC
Anita Pittman
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Anita Pittman Director of Human Resources Oak Hall Private School, Inc.
Anne Forrest Prim
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Anne Forrest Prim Chief Operations Officer Rabun Gap-Nacoochee School
Ansley Kriz
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Ansley Kriz Controller Saint Mary's Episcopal Day School
Anthony Torbett
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Anthony Torbett CFO, COO Bethlehem Christian Academy
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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Brett Fuhrman Chief Financial Officer Carolina Day School
Charles Maumus
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Charles Maumus Asst. Head of School for Finance and Operations Harding Academy
Chip Broadway
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Chip Broadway RSBA Vice President and Treasurer Church Schools in the Episcopal Diocese of VA
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
Dan Maples
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Dan Maples Director of Operations Cannon School
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
Deborah Anderson
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Deborah Anderson Chief Operating Officer Foxcroft School
Debra Wilson
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Debra Wilson President SAIS
Diana Tagliarini
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Diana Tagliarini Controller Carrollwood Day School
Donna Kay McGoldrick
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Donna Kay McGoldrick Asst Business Manager Stratford Academy
Donna Novell
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Donna Novell HR/Benefits Coordinator SHORECREST PREPARATORY SCHOOL
Elise Lowery
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Elise Lowery Director of Accounting Battle Ground Academy
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
Heather Smith
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Heather Smith Director of Human Resources Carrollwood Day School
Jamey Wood
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Jamey Wood Business Officer/Academic Dean The King's Academy
Janis McCambridge
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Janis McCambridge Associate Director of Finance CAROLINA DAY SCHOOL
Jeff Ambrose
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Jeff Ambrose Director of Finance and Operations Trinity Preparatory School
Jennifer Carey
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Jennifer Carey Technology & Innovation Director Temple Beth Am
Jennifer Sandberg
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Jennifer Sandberg Partner Fisher Phillips
Jodi Maslaney
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Jodi Maslaney Controller Shorecrest Preparatory School
Johnny Wallace
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Johnny Wallace Director of Finance & Auxiliary Programs Porter-Gaud 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
Krista Webb
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Krista Webb Director of Finance & Operations Christian Academy of Knoxville
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 Turner
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Laura Turner Director of Finance and Operations Franklin Road Academy
Lavone Rippeon
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Lavone Rippeon Administrator/CFO Mill Springs Academy
Lee Conner
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Lee Conner Vice President for Operations & Auxiliary Services Woodward Academy
Lisa Lawrence
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Lisa Lawrence Business Office Manager Saint Joseph's Catholic School-SC
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
Liz LeBlanc
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Liz LeBlanc Business Manager/CFO Saint Mary's Episcopal Day School
Logan  Bowlds
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Logan Bowlds Head of School Stratford Academy
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
Mark Vosskamp
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Mark Vosskamp Chief Financial Officer Girls Preparatory School
Mary Owczarek
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Mary Owczarek Business Manager Trident Academy
Meghan Griffy
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Meghan Griffy Assistant Finance Manager Foxcroft School
Michelle Kunz
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Michelle Kunz Accounts Payable Specialist, Purchasing Carrollwood Day School
Mollye Treadway
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Mollye Treadway CFO Stratford Academy
Palmer Ball
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Palmer Ball Asst to the Headmaster for Fin./Strategic Planning Palmer Ball Consulting, LLC
Palmer Ball
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Palmer Ball Asst to the Headmaster for Fin./Strategic Planning Saint Joseph's Catholic School-SC
Paul Ibsen
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Paul Ibsen Former Assistant Head of School
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
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
Robert McArthur
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Robert McArthur Assistant Head of School for Operations, CFO Asheville School
Ryan Kelly
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Ryan Kelly Head of School Carrollwood Day School
Tara Morris
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Tara Morris Human Resources & Payroll Manager Christian Academy of Knoxville
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
2 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 - 3:30 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 | "Financially Attainable Master Plans: An Innovative Approach to Implementing Your Campus Master Plan" Brett Fuhrman, Chief Financial Officer, Carolina Day School
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 | "Successful Auxiliary Programs for Revenue and Programming Goals" Jim Hilleary, Director of Athletics and Director of Auxiliary Programs, 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
4:30 PM - 6:00 PM Beer Tasting Event Separate ticket
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 | "The Dangers that Lurk Before and After the Bell Rings" Jennifer Sandberg, Partner, Fisher Phillips
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
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 | "Getting In Sync: Policies, Protocols, Contracts, & More" Matt Batastini, Co-Managing Partner, Schwartz Hannum PC
12:30 PM - 1:00 PM Grab & Go Lunch

For More Information:

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