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2019 MISBO Fall Conference

2019 MISBO Fall Conference

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

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)


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


- 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.


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:

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.


David M Adams
David M Adams Director, Governmental & Not-for-Profit Bankng George K. Baum & Company
Jeff Ambrose
Jeff Ambrose Business Office Trinity Preparatory School
Deborah Anderson
Deborah Anderson Controller Foxcroft School
Janice Barden
Janice Barden CPA Consultant Tallulah Falls School
David Barrientes
David Barrientes Chief Business Officer Episcopal School of Baton Rouge
Matthew Batastini
Matthew Batastini Co-Managing Partner Schwartz Hannum PC
Patsy Beckwith
Patsy Beckwith Director of Human Resources Mill Springs Academy
Laura Benzing
Laura Benzing Director of Human Resources Asheville Christian Academy
Mike Black
Mike Black Senior Account Manager A3 Communications
Adam Borden
Adam Borden Director of Marketing SAGE Dining Services
Maria Bouchard
Maria Bouchard HR Coordinator St. Martin's Episcopal School
Toni Boyd
Toni Boyd Vice President for Finance and Operations The Westminster Schools
Christy Browne
Christy Browne Associate Vice President, Human Resources Woodward Academy
Joy Buzzard
Joy Buzzard Director of Finance & Operations The New Community School
Callie Cable
Callie Cable Human Resource Specialist Spartanburg Day School
Florence Calhoun
Florence Calhoun Chief Financial Officer Saint Mark's Episcopal Day School
Jennifer Carey
Jennifer Carey Technology & Innovation Director Temple Beth Am
Marcie Carroll
Marcie Carroll Direcor of Business Development, Sr Consultant Carroll Consultants | Cafaro Greenleaf
Sheila Cash
Sheila Cash Director of Finance and Operations Spartanburg Day School
Anita Childers
Anita Childers Controller Saint Joseph's Catholic School
Jim Christopher
Jim Christopher Head of School Kenneth Gordon Maplewood School
Brent Clark
Brent Clark Director of Finance Trinity School of Durham and Chapel Hill
Kathleen Cole
Kathleen Cole Director of Human Resources The Children's School
Lee Conner
Lee Conner Vice President for Operations Woodward Academy
Philip Cork
Philip Cork Former Associate Headmaster for Finance
Philip Cork
Philip Cork Former Associate Headmaster for Finance MISBO Board Chair
Cindy Cox
Cindy Cox Asst Office Manager The Webb School
Austin Crawford
Austin Crawford Vice President J. Smith Lanier & Co.
Mary Cummings
Mary Cummings Technology Services Director Saint Joseph's Catholic School
Lindsay Cuppia
Lindsay Cuppia Program and Event Manager MISBO
Jay Danielson
Jay Danielson Director of the Purchasing Consortium MISBO
Lacey Dapore
Lacey Dapore HR Assistant Carrollwood Day School
Lisa Dickinson
Lisa Dickinson Senior VP Executive Liability Practice Marsh & McLennan Agency
William Dillard
William Dillard Director of Marketing Building Solutions
Jennifer Dillon
Jennifer Dillon Director of Finance Highlands School
Judy Donahue
Judy Donahue HR Director The Webb School
Michael Ebeling
Michael Ebeling Head of School Summit School
Rick Ellis
Rick Ellis Director of Sales Veracross
Nina Esmark
Nina Esmark Business Manager Clayton-Bradley Academy
Patricia Ewert
Patricia Ewert Accountant St. Paul’s Episcopal School
Betsy Fanning
Betsy Fanning Head of School Trident Academy
Natalie Ferguson
Natalie Ferguson Chief Financial Officer Darlington School
Robert "Bob" Fish
Robert "Bob" Fish Managing Partner Voluntary Benefits at Work
Susan Flanagan
Susan Flanagan Director of the Purchasing Consortium MISBO
Brett Fuhrman
Brett Fuhrman Interim Head of School Carolina Day School
Sarah Gibson
Sarah Gibson Accounting Manager Stuart Hall School
Susy Gillette
Susy Gillette Bookstore Manager University School of Nashville
LeAnn Graves
LeAnn Graves Advancement Team Assistant Clayton-Bradley Academy
Jamie Greenleaf
Jamie Greenleaf Lead Advisor/Principal Cafaro Greenleaf / Carroll Consulants
Meghan Griffy
Meghan Griffy Director of Finance & Financial Aid Foxcroft School
Nicole Guaetta
Nicole Guaetta Exec Director, Client Services & Bus. Intelligence MBS Direct
Diana Hamilton
Diana Hamilton Director of Finance Westminster Schools of Augusta
Claire Hammontree
Claire Hammontree Business Office Clayton-Bradley Academy
Pinky Harriott
Pinky Harriott Chief Financial Officer Charleston Collegiate
Meryl Healy
Meryl Healy Director of Sales and Marketing BusMax
Jim Hilleary
Jim Hilleary Director of g360 Galloway School
Louise Hodapp
Louise Hodapp Director of Finance The Schenck School
Dana Holbrook
Dana Holbrook Business Office Coordinator The Howard School
Paul Ibsen
Paul Ibsen Former Assistant Head of School
Felix Jacomino
Felix Jacomino Director of Technology Saint Stephen's Episcopal Day School
Jeanetta Johnson
Jeanetta Johnson Director of Finance Springmont School
Clint Jones
Clint Jones Senior Accountant Atlanta International School
Jana Kane
Jana Kane Regional Vice President FACTS Management
Damian Kavanagh
Damian Kavanagh President & CEO MISBO
Ryan Kelly
Ryan Kelly Head of School Carrollwood Day School
Veronique Kessler
Veronique Kessler CFOO Galloway School
Kim Krebs
Kim Krebs HR/Payroll Coordinator Whitefield Academy
Michelle Kunz
Michelle Kunz Accounts Payable Specialist, Purchasing Carrollwood Day School
Stuart Latimer
Stuart Latimer Employee Benefits Consultant Cobbs Allen
Lisa Lawrence
Lisa Lawrence Business Office Manager Saint Joseph's Catholic School
James Leachman
James Leachman Senior Account Executive SAGE Dining Services
Lauren Loy
Lauren Loy Controller Darlington School
Gabriel Lucas
Gabriel Lucas Principal Ed Tech Recruiting
Emily Lund
Emily Lund Assistant Head of School The Montessori School of San Antonio
Lisa Lynch
Lisa Lynch Business Officer Manager Saint Patrick Catholic School
Amy Madsen
Amy Madsen Human Resources Director Charlotte Country Day School
Steve Mandell
Steve Mandell Founder and Managing Director Big Back Pack LLC
Louise Mann
Louise Mann Chief Financial Officer Woodward Academy
Todd Manuel
Todd Manuel Sales Manager Interstate Transportation Equipment
Claudia Margolis
Claudia Margolis Finance Center Assistant The Bolles School
Charles Maumus
Charles Maumus Asst. Head of School for Finance and Operations Harding Academy
Sabrina McAllister
Sabrina McAllister Business Manager The Bright School
Robert McArthur
Robert McArthur CFOO Asheville School
Janis McCambridge
Janis McCambridge Controller Carolina Day School
Shannon McCoy
Shannon McCoy Business Manager Salisbury Academy
Christine McGoldrick
Christine McGoldrick Business Development Flik Independent School Dining
Kurt Meinberg
Kurt Meinberg Sr. Client Executive & Captive Program Manager Independent School Benefits Consortium (ISBC)
Karen Smith Moore
Karen Smith Moore Chief Financial & Operations Officer Shorecrest Preparatory School
Tara Morris
Tara Morris Human Resources & Payroll Manager Christian Academy of Knoxville
Tom Murphy
Tom Murphy Chief Financial Officer Harpeth Hall School
Rob Nielsen
Rob Nielsen Risk Manager Cobbs Allen
David Noone
David Noone Head of School The Donoho School
Donna Novell
Donna Novell HR/Benefits Coordinator Shorecrest Preparatory School
Donna Orem
Donna Orem President National Association of Independent Schools (NAIS)
Mary Owczarek
Mary Owczarek Business Manager Trident Academy
Amy Owens
Amy Owens Director of Finance Saint Patrick Catholic School
Gail Peake
Gail Peake Finance/HR Shiloh Hills Christian School
Andrew Phelps
Andrew Phelps Chief Business Officer Battle Ground Academy
Ginny Phillippi
Ginny Phillippi Senior Vice President, Education Specialty Practice Group Not for Profit and Government Banking SunTrust Bank
Anita Pittman
Anita Pittman Director of Human Resources Oak Hall Private School
Larry Pittman
Larry Pittman Chief Financial Officer/ Chief Operating Officer Carrollwood Day School
Robert Powers
Robert Powers Business Manager Alexandria Country Day School
Anne Forrest Prim
Anne Forrest Prim Chief Operations Officer Rabun Gap-Nacoochee School
Jason Putnam
Jason Putnam Chief Financial Officer Asheville Christian Academy
Allison Rashley
Allison Rashley Dir of Summer Programs/Asst Dir of Extd Learning Heathwood Hall Episcopal School
Julie Ray
Julie Ray Chief Financial Officer Mount Paran Christian School
Margaret Richardson
Margaret Richardson Education Specialist RC Education
Robert Riggar
Robert Riggar Relationship Manager for Not-for-Profit Banking SunTrust Bank
Lavone Rippeon
Lavone Rippeon Administrator/CFO Mill Springs Academy
Jeff Role
Jeff Role Chief Financial Officer/Chief Operating Officer The Bolles School
Penny Rowe
Penny Rowe Director of Finance & HR Westchester Country Day School
Jennifer Rudolph
Jennifer Rudolph HR/Business Office Specialist Atlanta Speech School
Dianne Sagaas
Dianne Sagaas Director of Professional Development MISBO
Jennifer Sandberg
Jennifer Sandberg Partner Fisher Phillips
Benjamin Scafidi
Benjamin Scafidi Director of the Education Economics Center Kennesaw State University
Michelle Shea
Michelle Shea Vice President MISBO
Stacy Sisk
Stacy Sisk Business Office Assistant The Bright School
Andrew Smith
Andrew Smith Chief Financial Officer Brandon Hall School
Heather Smith
Heather Smith Director of Human Resources Carrollwood Day School
Todd Spitzer
Todd Spitzer Territory Sales Manager Wireless Solutions, Inc.
Suzanne Spunzo
Suzanne Spunzo Director New Pinnacle Consulting Group, LLC
Alan Stob
Alan Stob Chief Financial Officer/Head of Evert Campus Grandview Preparatory School
Don Swanson
Don Swanson Head of Finance Pulaski Academy
Todd Swartz
Todd Swartz Asst Head of School for HR & Strategic Initiatives Providence Day School
Richard Swindell
Richard Swindell Director of Business Operations Sidwell Friends School
Diana Tagliarini
Diana Tagliarini Controller Carrollwood Day School
Genie Tanner
Genie Tanner Human Resources Director University School of Nashville
Jack Thompson CLU
Jack Thompson CLU Vice President J. Smith Lanier & Co.
Anthony Torbett
Anthony Torbett CFO/COO Bethlehem Christian Academy
Laura Turner
Laura Turner Associate Head of School for Finance & Operations Franklin Road Academy
Roger Tutterow
Roger Tutterow Henssler Fin Endowed Chair, Dir of the Econometric Kennesaw State University
Mark Vosskamp
Mark Vosskamp Chief Financial Officer Girls Preparatory School
Johnny Wallace
Johnny Wallace Director of Finance & Auxiliary Programs Porter-Gaud School
Jessica Wallis
Jessica Wallis Director of Product Management Veracross
Krista Webb
Krista Webb Chief Financial Officer Christian Academy of Knoxville
Russ Webb
Russ Webb Executive Director Atlanta Apartment Association
Alan Weiler
Alan Weiler Director of Finance and Operations Athens Academy
Rhonda Whiting
Rhonda Whiting Head of School Bethlehem Christian Academy
Ryan Wilcox
Ryan Wilcox Benefit Consultant Marsh & McLennan Agency
Debra Wilson
Debra Wilson President SAIS
Jamey Wood
Jamey Wood Business Officer/Academic Dean The King's Academy
Michelle Woodruff
Michelle Woodruff Vice President George K. Baum & Company
Wes Wright
Wes Wright Senior Vice President SunTrust Bank
Lisa Wylie
Lisa Wylie Chief Financial Officer / Chief Operating Officer Shorecrest Preparatory School
17 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 - 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