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!


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



- 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.


Join the buzz for this event on Twitter using #MISBOFALL19


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
Alan Stob Chief Operating Officer Grandview Preparatory School
Amy Madsen
Amy Madsen Human Resources Manager Charlotte Country Day School
Amy Owens
Amy Owens Director of Finance Saint Patrick Catholic School
Andrew Phelps
Andrew Phelps Director of Business Operations Battle Ground Academy
Andrew Smith
Andrew Smith Chief Financial Officer Brandon Hall School
Anita Childers
Anita Childers Senior Accountant Saint Joseph's Catholic School-SC
Anita Pittman
Anita Pittman Director of Human Resources Oak Hall Private School, Inc.
Anne Forrest Prim
Anne Forrest Prim Chief Operations Officer Rabun Gap-Nacoochee School
Ansley Kriz
Ansley Kriz Controller Saint Mary's Episcopal Day School
Anthony Torbett
Anthony Torbett CFO, COO Bethlehem Christian Academy
Betsy Fanning
Betsy Fanning Head of School Trident Academy
Brent Clark
Brent Clark Business Manager Trinity School of Durham and Chapel Hill
Brett Fuhrman
Brett Fuhrman Chief Financial Officer Carolina Day School
Charles Maumus
Charles Maumus Asst. Head of School for Finance and Operations Harding Academy
Chip Broadway
Chip Broadway RSBA Vice President and Treasurer Church Schools in the Episcopal Diocese of VA
Christy Browne
Christy Browne Associate Vice President, Human Resources Woodward Academy
Cindy Cox
Cindy Cox Asst Office Manager The Webb School
Dan Maples
Dan Maples Director of Operations Cannon School
Dana Holbrook
Dana Holbrook Business Office Coordinator The Howard School
David Barrientes
David Barrientes Chief Business Officer Episcopal School of Baton Rouge
Deborah Anderson
Deborah Anderson Chief Operating Officer Foxcroft School
Debra Wilson
Debra Wilson President SAIS
Diana Tagliarini
Diana Tagliarini Controller Carrollwood Day School
Donna Kay McGoldrick
Donna Kay McGoldrick Asst Business Manager Stratford Academy
Donna Novell
Donna Novell HR/Benefits Coordinator SHORECREST PREPARATORY SCHOOL
Elise Lowery
Elise Lowery Director of Accounting Battle Ground Academy
Florence Calhoun
Florence Calhoun Director of Finance & Operations Saint Mark's Episcopal Day School
Gabriel Lucas
Gabriel Lucas Principal Ed Tech Recruiting
Gail Peake
Gail Peake Bookkeeper Shiloh Hills Christian School
Heather Smith
Heather Smith Director of Human Resources Carrollwood Day School
Jamey Wood
Jamey Wood Business Officer/Academic Dean The King's Academy
Janis McCambridge
Janis McCambridge Associate Director of Finance CAROLINA DAY SCHOOL
Jeff Ambrose
Jeff Ambrose Director of Finance and Operations Trinity Preparatory School
Jennifer Carey
Jennifer Carey Technology & Innovation Director Temple Beth Am
Jennifer Sandberg
Jennifer Sandberg Partner Fisher Phillips
Jodi Maslaney
Jodi Maslaney Controller Shorecrest Preparatory School
Johnny Wallace
Johnny Wallace Director of Finance & Auxiliary Programs Porter-Gaud School
Judy Donahue
Judy Donahue Business Assistant The Webb School
Julie Ray
Julie Ray Chief Financial Officer Mount Paran Christian School
Karen Smith Moore
Karen Smith Moore Chief Operating & Financial Officer Shorecrest Preparatory School
Krista Webb
Krista Webb Director of Finance & Operations Christian Academy of Knoxville
Lacey Dapore
Lacey Dapore HR Assistant Carrollwood Day School
Larry Pittman
Larry Pittman Chief Financial Officer Carrollwood Day School
Laura Turner
Laura Turner Director of Finance and 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
Lisa Lawrence
Lisa Lawrence Business Office Manager Saint Joseph's Catholic School-SC
Lisa Lynch
Lisa Lynch Business Officer Manager Saint Patrick Catholic School
Lisa Wylie
Lisa Wylie Dir of Project Mgmt/Tech. for Business Operations Shorecrest Preparatory School
Liz LeBlanc
Liz LeBlanc Business Manager/CFO Saint Mary's Episcopal Day School
Logan  Bowlds
Logan Bowlds Head of School Stratford Academy
Louise Hodapp
Louise Hodapp Director of Finance The Schenck School
Louise Mann
Louise Mann Chief Financial Officer Woodward Academy
Mark Vosskamp
Mark Vosskamp Chief Financial Officer Girls Preparatory School
Mary Owczarek
Mary Owczarek Business Manager Trident Academy
Meghan Griffy
Meghan Griffy Assistant Finance Manager Foxcroft School
Michelle Kunz
Michelle Kunz Accounts Payable Specialist, Purchasing Carrollwood Day School
Mollye Treadway
Mollye Treadway CFO Stratford Academy
Palmer Ball
Palmer Ball Asst to the Headmaster for Fin./Strategic Planning Palmer Ball Consulting, LLC
Palmer Ball
Palmer Ball Asst to the Headmaster for Fin./Strategic Planning Saint Joseph's Catholic School-SC
Paul Ibsen
Paul Ibsen Former Assistant Head of School
Philip Cork
Philip Cork Former Associate Headmaster for Finance
Philip Cork
Philip Cork Former Associate Headmaster for Finance MISBO Board Chair
Rhonda Whiting
Rhonda Whiting Head of School Bethlehem Christian Academy
Richard Swindell
Richard Swindell Director of Business Operations Sidwell Friends School
Robert McArthur
Robert McArthur Assistant Head of School for Operations, CFO Asheville School
Ryan Kelly
Ryan Kelly Head of School Carrollwood Day School
Tara Morris
Tara Morris Human Resources & Payroll Manager Christian Academy of Knoxville
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
2 Other Registered Attendees


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