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2019 Workshop for New Business Officers

2019 Workshop for New Business Officers

Tuesday, June 11, 2019 to Thursday, June 13, 2019

Event Details

Are you a new Business Officer? Are you new to independent schools?

Every individual who assumes a new role needs to find their “tribe.” Those new to the business officer position need one more than ever, as they touch each and every area of an independent school. This virtual event will provide you with opportunities to learn the skills you need to perform your work, regardless of your location.

The MISBO Workshop for New Business Officers is designed to provide you with the critical tools you need to be successful. During this intimate learning opportunity, you will meet our exceptional faculty of independent school professionals and begin to build career-long relationships with both the faculty and your peers. Sessions on school culture, risk management, the complexities of HR, accounting, endowment, techonology, facilities, and an introduction to governance will place you on the path to success.

Earn CPE credits at this event!


  • New or relatively new Business Officers
  • Business Officers new to independent schools
  • Business Office professionals who are new to their role or to independent schools, including Controllers and aspiring Business Officers


Registration is $295 for non-member schools and $245 for MISBO member schools.

Click on Registration Options above to register!

Get Social

Join the buzz for this event on Twitter using #MISBOWNBO19


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 Registration and Cancellation Policies



June 11
5:00 PM - 6:00 PM Registration & Welcome Reception Hotel
6:00 PM - 8:00 PM Dinner and Opening Program "Welcome" Hotel
June 12
8:30 AM - 8:45 AM Bus from Hotel to Woodward Academy
8:30 AM - 9:00 AM Registration & Welcome
9:00 AM - 10:00 AM Welcome to School - Mr. Toad's Wild Ride! Louise Hodapp, Director of Finance, The Schenck School
10:15 AM - 11:15 AM Communication and Compliance and Complexities - Oh My! Amy Madsen, Human Resources Manager, Charlotte Country Day School
11:15 AM - 11:30 AM Phone A Friend: MISBO Networking Michelle Shea, Associate Executive Director, MISBO
11:45 AM - 12:45 PM Financial Data Literacy – The Sharpest Tool in Your Shed Damian Kavanagh, Executive Director, MISBO
12:45 PM - 1:30 PM Lunch
1:30 PM - 2:30 PM Risk, Monopoly, or Sorry – Which Game Will You Play? Robert Shea, Principal, Banyan Risk Management Consulting
2:30 PM - 2:45 PM What You Need To Know Yesterday, Today, and Tomorrow: MISBO Professional Development Dianne Sagaas, Director of Professional Development, MISBO
3:00 PM - 4:00 PM Follow the White Rabbit – the Tech-Finance Matrix Lee Conner, Vice President for Operations & Auxiliary Services, Woodward Academy
4:00 PM - 5:00 PM Woodward Parade – Not really, just a tour
5:00 PM - 5:15 PM Bus from Woodward Academy to Hotel
5:30 PM - 6:30 PM Happy Hour & Dinner
June 13
8:30 AM - 8:45 AM Bus from Hotel to Woodward Academy
9:00 AM - 10:00 AM Front-Loading Your Legal Efforts Heather Broadwater, Partner, Potomac Law Group, LLC
10:15 AM - 10:30 AM Does Your School Purchase, Buy or Shop? The MISBO Purchasing Consortium Jay Danielson, Director of the Purchasing Consortium, MISBO
10:30 AM - 11:30 AM Governance: Staying In Your Lane Damian Kavanagh, Executive Director, MISBO
11:45 AM - 12:15 PM Conclusion / Grab & Go Lunch
12:15 PM - 12:15 PM Transportation Provided to Hotel & Airport Best to book flights departing after 2:30 pm

For More Information:

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