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2026 Summer Conference: Business, People, & Leadership

Sunday, June 14, 2026 at 3:00 PM (EDT) to Tuesday, June 16, 2026 at 12:10 PM (EDT)

Embassy Suites by Hilton Asheville Downtown

192 Haywood Street
Asheville, NC 28801
United States

Connect. Collaborate. Influence.

The MISBO Summer Conference is leveling up, designed to bring independent school leaders together in a way that feels purposeful, personal, and powerful. This year’s focus on Business, People, and Leadership transcends functional silos to create bold conversations and real solutions for today’s schools.

Get ready to meet multiple decision-makers from the same school, because this conference is built for meaningful connections 

WHO SHOULD ATTEND?

  • Human Resources
  • Business & Finance
  • Finance Officers
  • Facilities & Operations Directors
  • Technology Leaders
  • Academic Leaders
  • Aspiring Business Officers

HRCI Credit

MISBO is a recognized provider of recertification credits. HR Certification Institute® pre-approved this program for credits towards aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification.



SHRM Credit

MISBO is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). For more information about certification or recertification, please visit www.shrmcertification.org.



CPE CREDIT

logo, company name

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.nasbaregistry.org.


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Event Policies

Click here to read the Event Registration and Cancellation Policies. 

Ross Peters

Founding Partner, Explo Elevate

Ross works with heads of schools and boards on strategy, change management, and leadership, and coaches a select group of clients. As co-founder of The Purpose Project with John Gulla (Edward E. Ford Foundation), he is a recognized speaker and thought leader on independent schools, with recent work including “Resonant and Relevant” (Independent School, Fall 2023).

In his session, Ross will introduce the Independent School DEFCON Scale, a practical framework that helps school leaders, leadership teams, and boards assess institutional health and align strategic responses with current realities. Drawing on research, real-world case examples, and thought leadership on school sustainability, participants will learn about the five DEFCON levels—from thriving to crisis—through a focused lens on ten school health domains such as enrollment, financial stability, mission delivery, and leadership capacity.

Agenda

June 14
3:00 PM - 5:00 PM Registration
6:00 PM - 6:30 PM Welcome Reception
6:30 PM - 8:00 PM Dinner
June 15
8:00 AM - 9:00 AM Registration
9:00 AM - 9:10 AM Conference Welcome
9:10 AM - 10:05 AM General Session Where Does Your School Stand? The DEFCON Framework for School Health
Speaker: Ross Peters,
Explo Elevate
10:05 AM - 10:25 AM Break with Sponsors
10:25 AM - 11:20 AM Breakout Sessions What Great Schools Do Differently: Governance and Leadership Lessons from the Search Table
Speaker: Aaron Griffin, The Epstein School


Building Reserves - Seriously?
Speaker: Todd Morris,
UMS-Wright
11:20 AM - 11:40 AM Break with Sponsors
11:40 AM - 12:35 PM Breakout Sessions Hire, Retain, Repeat: Building a Stronger Team
Speaker: Ilanit Fischler, Fisher Phillips

Get Your Employees Ready for Retirement, No Matter Their Age
Speaker: Carrie Eady, Darlington School
12:35 PM - 1:30 PM Lunch
1:30 PM - 2:25 PM Breakout Sessions The Power of Collaboration – Mission Driven Teamwork for Efficient School Operations
Speaker: Tai D Davis, Cary Academy

Design With Intention: Spaces as Strategic Assets
Speakers: Katrina Lewis &  Linda Gail Walker, Meteor Education
2:25 PM - 2:45 PM Break with Sponsors
2:45 PM - 3:40 PM Breakout Sessions Beyond Compliance: How to Read Form 990 and Financial Statements for Governance, Strategy, and Transparency
Speakers:  Sabre Linahan & David Lee, Smith & Howard

Blow It All Up! How We Switched Our Entire Accounting System and Expense Management Process in 3 Months And Survived!
Speakers: Robert Martin & Cortney Balicki, Academy of Holy Names
4:00 PM Beer Trail A walk through the city of Asheville exploring local breweries. Then dinner on your own.
June 16
9:00 AM - 9:55 AM Breakout Session Healthy Teams, Strong Schools
Speaker: Avery Nesbitt, Atlanta International School

 Compensation with Purpose: Paying People in a Way That Matches Your Mission
Speaker: Patrick Schuermann
9:55 AM - 10:15 AM Break with Sponsors
10:15 AM - 11:10 AM General Session Panel How Our Leadership Teams Actually Work

Speakers: Rob McArthur & Michael Lomuscio & Benjamin Farrell, Carolina Day School

11:10 AM - 11:15 AM Break
11:15 AM - 12:10 PM Breakout Session From Off-the-Shelf to On-Purpose: Rethinking Benefits as a Leadership Decision
Speaker: Lee Arledge, USI Insurance Services

Leading with AI: Practical Applications for School Leadership Teams
 Michael Lomuscio, Carolina Day School
12:10 PM - 12:10 PM End of Conference Grab & Go Snack
Erroll Amacker
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Erroll Amacker Sales Manager Comdata dba Corpay formerly Paymerang
Lee Arledge
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Lee Arledge Senior Employee Benefits Consultant USI Insurance Services
Douglas Armstrong
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Douglas Armstrong Facilities/Property Manager Lake Highland Preparatory School
Cortney Balicki
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Cortney Balicki Controller ACADEMY OF THE HOLY NAMES
Yedidiah Barker
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Yedidiah Barker Assistant Business Manager Atlanta Youth Academy
Kaitlin Becker
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Kaitlin Becker Assurance Manager Smith + Howard
Sarah Brewington
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Sarah Brewington Business Office Harrells Christian Academy
Heather Brusino
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Heather Brusino Accounts Receivable Coordinator/Student Billing Ravenscroft School
Tara Bryant
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Tara Bryant Accounting Manager Chattanooga Christian School
Junico Cardwell
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Junico Cardwell Human Resources Director University School of Nashville
Scott Carlson
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Scott Carlson Chief Financial Officer Rabun Gap-Nacoochee School
Barbara Collins
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Barbara Collins Director of Marketing
Tracey Covington
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Tracey Covington Human Resources and Payroll Coordinator Chattanooga Christian School
Tai Davis
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Tai Davis Director of Campus Operations CARY ACADEMY
Carla Dean
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Carla Dean Chief Financial Officer Chattanooga Christian School
Donovan Degelau
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Donovan Degelau Facilities and Events Manager Father Ryan High School
Kari-Ann Dunkley-Burr
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Kari-Ann Dunkley-Burr Director of Human Resources Trinity School
Carrie Eady
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Carrie Eady Director of Human Resources Darlington School
Anna Ellington
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Anna Ellington Director of Facilities Rabun Gap-Nacoochee School
Elaine Erwin
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Elaine Erwin Business Office Manager/Accounts Payable Ravenscroft School
Benjamin Farrell
Benjamin Farrell Head of School Carolina Day School
Ilanit Fischler
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Ilanit Fischler Partner Fisher Phillips
Rachel Flavin
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Rachel Flavin Director of Finance Churchill Center & School
Lisa Flowers
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Lisa Flowers Events Manager MISBO
Heather Flynt
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Heather Flynt Director of Finance Ravenscroft School
Michael Forrester
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Michael Forrester Controller Holy Innocents' Episcopal School
Donna Garrison
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Donna Garrison Director of Finance Omni Montessori School
Shelli Greaves
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Shelli Greaves Director of Human Resources & Compliance Saint Edward's School
Aaron Griffin
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Aaron Griffin Principal of Digital Learning and Technology The Epstein School
Ann Gushue
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Ann Gushue Business Office Accountant St. Joseph's Catholic School-SC
AJ Hopp
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AJ Hopp Benefits Solutions Advisor Independent School Benefits Consortium (ISBC)
Charmaine Ivey
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Charmaine Ivey Director of Business and Finance Atlanta Youth Academy
Ryan James
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Ryan James Technology Manager Carolina Day School
Hugh Jebson
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Hugh Jebson Head of School St. John's Episcopal Parish Day School
Eva Jones
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Eva Jones Assistant Director of People Operations Ravenscroft School
Damian Kavanagh
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Damian Kavanagh President & CEO MISBO
Kristoffer Kennedy
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Kristoffer Kennedy Finance Director The Bedford School
Susan Kimmel
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Susan Kimmel Director of the Purchasing Consortium MISBO
Amy King
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Amy King Controller Mount Vernon School
Emily Klein
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Emily Klein Staff Accountant AR Carolina Day School
Lisa Lawrence
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Lisa Lawrence Business Office Manager St. Joseph's Catholic School-SC
Curtis Lawyer
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Curtis Lawyer Client Advisor Independent School Benefits Consortium (ISBC)
David Lee
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David Lee Partner, Assurance Practice Smith + Howard
Sabre Linahan
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Sabre Linahan Nonprofit Tax Practice Smith + Howard
Michael Lomuscio
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Michael Lomuscio Associate Head of School Carolina Day School
Nikia Clark Martin
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Nikia Clark Martin CFO Heritage Preparatory School
Rob McArthur
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Rob McArthur CFOO Carolina Day School
Janis McCambridge
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Janis McCambridge Controller Carolina Day School
Melanie Miller
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Melanie Miller Director of Human Resources St. Anne's Belfield School
Todd Morris
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Todd Morris Director of Finance and Operations UMS-Wright Preparatory School
Avery Nesbitt
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Avery Nesbitt Director of Operations Atlanta International School
Tom Owenby
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Tom Owenby Director of Facilities Porter-Gaud School
Emily Owensby
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Emily Owensby Senior HCM Account Executive
Vivian Pacheco
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Vivian Pacheco Director of Operations and Risk Management Gulliver Schools
Jenifer Pecht
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Jenifer Pecht Senior Portfolio Manager USI Insurance Services
Ross Peters
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Ross Peters Managing Partner EXPLO Elevate
Jason Podhorez
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Jason Podhorez Technology Director Blessed Trinity Catholic High School
Mackenzie Rackley
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Mackenzie Rackley Assistant Director of Employee Life Cycle Ravenscroft School
Musfiqur Rahman
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Musfiqur Rahman Commercial Bus Sales The Bus Center Atlanta
Gene Reilly
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Gene Reilly Southern Turf Co. LLC
Shaneka Rose
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Shaneka Rose HR & Finance Coordinator Carolina Day School
Patrick Schuermann
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Patrick Schuermann Director, ISL Master's Program
Michelle Shea
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Michelle Shea Vice President MISBO
Julie Slack
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Julie Slack Payroll & Operations Specialist The New Community School
Josh Stauffer
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Josh Stauffer VP, Business Development & Corporate Development
Maureen Stoll
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Maureen Stoll Staff Accountant Churchill Center & School
Hanes Swingle
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Hanes Swingle Director of Finance Asheville School
Christy Taylor
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Christy Taylor Director of Human Resources Spartanburg Day School
Renee Timmerman
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Renee Timmerman Director of Human Resources Chattanooga Christian School
Benjamin Tipton
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Benjamin Tipton Director of Campus Operations Gaston Day School
Lori Tolbert
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Lori Tolbert Controller Spartanburg Day School
Linda Gail Walker
Linda Gail Walker Executive Director of Innovation and Impact Meteor Education
Bryan Wimmer
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Bryan Wimmer Learning Experience Coordinator Meteor Education
Adam Wojtelwicz
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Adam Wojtelwicz CFO Ashley Hall School
Angeline Woodard
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Angeline Woodard Business Office Manager Heritage Preparatory School
Robert Martin
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Robert Martin ACADEMY OF THE HOLY NAMES

Check out our conference sponsors!

For More Information:

Lisa Flowers
Lisa Flowers
Events Manager MISBO (404)921-3810
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