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Accounting
Monday, Feb 26th
12:30 PM - 12:50 PM
East Coast USA Time
Solutions Theatre: Automate, Innovate, Educate.
Location: A601
Presenter:
John Zaudtke
– Paymerang
Accounting
Monday, Feb 26th
1:30 PM - 2:30 PM
East Coast USA Time
Hot Topics for Controllers
Location: A602
Presenter:
Deborah Lennon, MBA
– The Williston Northampton School
Presenter:
Mary Kay Markunas, MBA
– NBOA
Accounting
Sponsored By
Monday, Feb 26th
3:00 PM - 4:00 PM
East Coast USA Time
Accounting and Auditing Standard Updates Impacting Independent Schools
Location: A704
Presenter:
Sarah Reichling, CPA
– CliftonLarsonAllen LLP (CLA)
Presenter:
John Toscano, CPA
– CliftonLarsonAllen LLP (CLA)
Accounting
Sponsored By
Tuesday, Feb 27th
9:00 AM - 10:00 AM
East Coast USA Time
Partnering with Your Development Office: Mission Impossible?
Location: L405-06
Presenter:
Robert Cordero, CPA
– PKF O’Connor Davies
Presenter:
Genevieve D. Madigan
– Kent Place School
Accounting
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 02: Accepting Cryptocurrency Donations
Location: Imperial Ballroom B
Presenter:
Joseph R. Blatt, CPA
– FORVIS LLP
Accounting
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 09: Development Versus Finance: Healthy Friction or Organizational Liability?
Location: Imperial Ballroom B
Presenter:
Lisa M. Gilmore, CPA
– Miss Porter's School
Presenter:
John Toscano, CPA
– CliftonLarsonAllen LLP (CLA)
Accounting
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 14: Extra Credit: Improving Independent School Business Office Processes
Location: Imperial Ballroom B
Presenter:
Sarah Keppler
– Community Brands
Presenter:
Paul Hatch, SPHR Certification
– Community Brands
Accounting
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 32: Transforming School Finances: Embracing Finance Automation
Location: Imperial Ballroom B
Presenter:
Skyler Vickroy
– BILL
Accounting
Sponsored By
Audit, Tax and Compliance
Tuesday, Feb 27th
10:30 AM - 11:30 AM
East Coast USA Time
SECURE 2.0, One Year Later
Location: L405-06
Presenter:
Evan Giller, JD
– Boutwell Fay LLP
Presenter:
Gary Mauger
– New Pinnacle Consulting Group, a division of Pentegra
Audit, Tax and Compliance
Sponsored By
Tuesday, Feb 27th
2:45 PM - 3:45 PM
East Coast USA Time
Checks and Balances: Identifying and Mitigating Business Office Risk
Location: A706
Presenter:
Linda Dennison, CPA, MS Ed
– Glenelg Country School
Presenter:
Grace H. Lee, JD
– Venable LLP
Presenter:
Ashley Sykes, Esq.
– Venable LLP
Audit, Tax and Compliance
Sponsored By
Budgeting and Financial Planning
Monday, Feb 26th
10:30 AM - 11:30 AM
East Coast USA Time
Financial Sustainability and the Future of Fundraising
Location: L401-02-03
Presenter:
Ann Snyder
– Council for Advancement and Support of Education (CASE)
Budgeting and Financial Planning
Sponsored By
Monday, Feb 26th
1:00 PM - 1:20 PM
East Coast USA Time
Solutions Theatre: Mental Health Impacting Student Retention
Location: A601
Presenter:
John Sugrue
– A.W.G. Dewar, Inc.
Presenter:
Connor Dilworth
– A.W.G Dewar, Inc.
Budgeting and Financial Planning
Monday, Feb 26th
3:00 PM - 3:20 PM
East Coast USA Time
Solutions Theatre: Innovate Tuition, Elevate Futures
Location: A601
Presenter:
Kaliska Horn
– Community Brands
Budgeting and Financial Planning
Monday, Feb 26th
3:30 PM - 3:50 PM
East Coast USA Time
Solutions Theatre: The Future of Financial Automation
Location: A601
Presenter:
Kevin Hildt
– BILL.com
Budgeting and Financial Planning
Tuesday, Feb 27th
10:30 AM - 11:30 AM
East Coast USA Time
Bank Placement or Public Offering?
Location: A706
Presenter:
Kevin G. Quinn
– First Tryon Advisors LLC
Presenter:
Melanie Johnson, CFA
– Piper Sandler & Co.
Presenter:
Anna Starks
– Piper Sandler & Co.
Presenter:
Julie Blahnik
– Magellan School
Presenter:
Chase Ashworth
– S&P Global
Budgeting and Financial Planning
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 01: A Twist on the Business Office and Advancement Partnership
Location: Imperial Ballroom B
Presenter:
Alexandra Penry, MBA
– Headwaters School
Budgeting and Financial Planning
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 17: Findings from the 2023 Bank of America Study of Philanthropy
Location: Imperial Ballroom B
Presenter:
William Jarvis
– Bank of America
Budgeting and Financial Planning
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 20: Handling Uncertainty with Statistical Simulations
Location: Imperial Ballroom B
Presenter:
Kathy J. Ferguson, CPA
– Armanino
Presenter:
Mike Bergines, MBA
– Armanino
Budgeting and Financial Planning
Sponsored By
Campus Planning and Management
Monday, Feb 26th
10:30 AM - 11:30 AM
East Coast USA Time
Strategy, Finance, and Facilities, oh my!
Location: A705
Presenter:
Julaine McInnis
– Thayer Academy
Presenter:
Joe Rayburn
– Building Solutions
Presenter:
Dev Talvadkar
– Stifel
Campus Planning and Management
Sponsored By
Monday, Feb 26th
3:00 PM - 4:00 PM
East Coast USA Time
Building Momentum: Developing and Implementing an Actionable Campus Plan
Location: A707
Presenter:
Peter Winebrenner, AIA, LEED AP, REFP
– Hord Coplan Macht
Presenter:
Cathy McGehee, MA, MEd
– Foxcroft School
Presenter:
Tom Gorman, CPA
– Foxcroft School
Campus Planning and Management
Sponsored By
Monday, Feb 26th
3:00 PM - 4:00 PM
East Coast USA Time
Emerging Strategies for Enhanced Campus Security
Location: A602
Presenter:
Chris Joffe
– Joffe Emergency Services
Presenter:
Ronald C. Wanglin, CIC, CSRM
– IMA/Bolton
Presenter:
Jamie Gershon
– Bolton/IMA Financial Group
Presenter:
Michael Robinson
– St. Luke's Episcopal
Campus Planning and Management
Sponsored By
Tuesday, Feb 27th
10:30 AM - 10:50 AM
East Coast USA Time
Solutions Theatre: Bringing Efficiencies to Campus Operations
Presenter:
Jonathon Pannell
– Campus Services Group
Campus Planning and Management
Tuesday, Feb 27th
9:00 AM - 10:00 AM
East Coast USA Time
Hot Topics for Facilities
Location: A602
Presenter:
Robert J. Aldrich, CEFP
– Hackley School
Campus Planning and Management
Sponsored By
Tuesday, Feb 27th
9:00 AM - 10:00 AM
East Coast USA Time
Mind, Body, Spirit: Reimagining Campus to Support the Whole Student
Location: A705
Presenter:
Mark Vosskamp, MBA
– Girls Preparatory School
Presenter:
Peter Winebrenner, AIA, LEED AP, REFP
– Hord Coplan Macht
Campus Planning and Management
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 29: Programming Third Spaces for Inclusive Learning Environments
Location: Imperial Ballroom B
Presenter:
Adrienne Hepler
– Envoie Projects LLC
Presenter:
Michael A. Nieminen, FAIA
– Kliment Halsband Architects - A Perkins Eastman Studio
Campus Planning and Management
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 34: Gather Around the Table: Engaging Your Community to Design More Inclusive Menus
Location: Imperial Ballroom B
Presenter:
Aaron Wagner
– Sodexo
Campus Planning and Management
Sponsored By
Change Management
Monday, Feb 26th
10:30 AM - 11:30 AM
East Coast USA Time
Pooling Business Office Resources
Location: L405-06
Presenter:
Tanya Horgan, CPA
– Kent School
Presenter:
Eric M. Norman, MBA, CPA
– Tower Hill School
Presenter:
Jackie Young, BA Biology and M.Ed.
– Tower Hill School
Change Management
Monday, Feb 26th
3:00 PM - 4:00 PM
East Coast USA Time
The Entrepreneurial Edge: Innovation and Opportunity
Location: L401-02-03
Presenter:
David Sullivan, EdM
– SPARC
Presenter:
Karen McCann McClelland, MEd, MBA
– Sidwell Friends School
Change Management
Tuesday, Feb 27th
11:00 AM - 11:20 AM
East Coast USA Time
Solutions Theatre: How to Maximize Revenue by Eliminating Data Chaos
Location: A601
Presenter:
Don Humpton
– Veracross
Change Management
Compensation and Benefits
Monday, Feb 26th
1:30 PM - 1:50 PM
East Coast USA Time
Solutions Theatre: Better Retirements Start with Guarantees
Location: A601
Presenter:
Amaka Nsonwu-Farmer
– TIAA
Presenter:
Zach Evans
– TIAA
Compensation and Benefits
Monday, Feb 26th
2:30 PM - 2:50 PM
East Coast USA Time
Solutions Theatre: Demystifying Self-Insurance for Employee Benefits
Location: A601
Presenter:
Chip Cresswell
– Independent School Management
Presenter:
Justin Cifra
– Pareto Health
Compensation and Benefits
Tuesday, Feb 27th
9:00 AM - 10:00 AM
East Coast USA Time
Attracting and Retaining Key Executives
Location: A707
Presenter:
Nancy Greene, CPA
– Pine Crest Preparatory School
Presenter:
Brad L. Larsen, ,AIF®, PRP, CHSA, C(k)P®
– NFP
Presenter:
Chad Harper
– NFP
Compensation and Benefits
Sponsored By
Tuesday, Feb 27th
10:30 AM - 11:30 AM
East Coast USA Time
MEPs, PEPs and Pooled Offers: What Schools Need to Know
Location: A705
Presenter:
Amaka Nsonwu-Farmer
– TIAA
Compensation and Benefits
Sponsored By
Tuesday, Feb 27th
2:45 PM - 3:45 PM
East Coast USA Time
Leveraging Self Insurance to Reduce Costs: A Success Story
Location: A705
Presenter:
Chase Ambrosia
– OneDigital
Presenter:
Daniel A. Kelley
– Blake
Compensation and Benefits
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 10: Do Emergency Savings and Student Debt Belong Under Your 403(b)?
Location: Imperial Ballroom B
Presenter:
Michaela F. Scott, MSFS, CFP®, RICP®, AIF®, CHSA, CPFA
– Borislow Insurance
Compensation and Benefits
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 12: Employee Benefits: How to Keep Quality High and Expenses Low
Location: Imperial Ballroom B
Presenter:
Justin Cifra
– Pareto Health
Presenter:
Chip Cresswell
– Independent School Management
Compensation and Benefits
Sponsored By
Crisis Management
Monday, Feb 26th
10:30 AM - 11:30 AM
East Coast USA Time
Effective Crisis Communications Planning for Independent Schools
Location: A704
Presenter:
Christopher J. Lukach, MLS, APR
– AKCG - Public Relations Counselors
Crisis Management
Sponsored By
Tuesday, Feb 27th
10:30 AM - 11:30 AM
East Coast USA Time
Managing Student Travel Risk: Preparation, Planning and Threat Assessments
Location: L401-02-03
Presenter:
Robert Bambino, CPCU ARM
– Gramercy Risk Management
Presenter:
David Fernicola, JD, MS
– Strategic Initiatives Global Partners, LLC
Crisis Management
Sponsored By
Endowments and Investing
Monday, Feb 26th
10:30 AM - 11:30 AM
East Coast USA Time
Endowment Oversight: Creative and Flexible Solutions
Location: A706
Presenter:
Mike Chase
– Fiducient Advisors, LLC
Presenter:
Devon Francis, CIMA, CSRIC
– Fiducient Advisors, LLC
Presenter:
Alex Heiberger, MHSA
– The Madeira School
Endowments and Investing
Sponsored By
Tuesday, Feb 27th
2:45 PM - 3:45 PM
East Coast USA Time
5 Critical Factors for Strong Investment Management
Location: A704
Presenter:
Kelso Morrill
– Commonfund OCIO
Presenter:
Paige Rabalais, CAIA
– Commonfund OCIO
Endowments and Investing
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 08: Defending Against Financial Insolvency: Recent Cases and Risk Management
Location: Imperial Ballroom B
Presenter:
Kevin G. Quinn
– First Tryon Advisors LLC
Endowments and Investing
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 25: Navigating Economic Volatility: 2024 Market Insights
Location: Imperial Ballroom B
Presenter:
Anthony Piccirello, CFA, CAIA
– TIAA
Endowments and Investing
Sponsored By
Enrollment
Monday, Feb 26th
12:00 PM - 12:20 PM
East Coast USA Time
Solutions Theatre: Enrollment/Billing: A Numbers Game
Location: A601
Presenter:
Scott A. Delleville, MSML
– Finalsite
Enrollment
Tuesday, Feb 27th
9:00 AM - 10:00 AM
East Coast USA Time
Actionable Insights from EMA's 2024 Ride to Independent Schools Report
Location: A704
Presenter:
Christina E. Dotchin
– Enrollment Management Association (EMA)
Presenter:
Heather Hoerle, MEd
– Enrollment Management Association (EMA)
Enrollment
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 24: Modeling DEI in Systems and Enrollment Practices
Location: Imperial Ballroom B
Presenter:
Jennifer Sheppard
– Clarity Tuition
Enrollment
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 30: School Contracts & Modern Families
Location: Imperial Ballroom B
Presenter:
Scott A. Delleville, MSML
– Finalsite
Enrollment
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 33: Understanding Your State's Tuition Voucher, Tax Credit and ESA Programs
Location: Imperial Ballroom B
Presenter:
Matt Richardson
– FACTS
Presenter:
Michael Spanier
– FACTS
Enrollment
Sponsored By
Enterprise Risk Management
Tuesday, Feb 27th
9:30 AM - 9:50 AM
East Coast USA Time
Solutions Theatre: Risk Management and Insurance Q&A
Location: A601
Presenter:
Cheryl McDowell, ARM
– IMA Bolton
Presenter:
Jamie Gershon
– Bolton/IMA Financial Group
Enterprise Risk Management
Tuesday, Feb 27th
10:30 AM - 11:30 AM
East Coast USA Time
Prioritize and Mitigate Critical Liability Risks
Location: A707
Presenter:
Jack Hardcastle
– McDonogh School
Presenter:
Hoda Y. Hussein
– United Educators
Enterprise Risk Management
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 31: Title IX: Coming to an Independent School Near You?
Location: Imperial Ballroom B
Presenter:
Margaret Gandy, JD
– Alcalaw LLP
Presenter:
Rena Paul, JD
– Alcalaw LLP
Enterprise Risk Management
Sponsored By
Environmental Sustainability
Tuesday, Feb 27th
10:00 AM - 10:20 AM
East Coast USA Time
Solutions Theatre: Energy Management, Carbon Accounting and The Road Map to Net Zero
Location: A601
Presenter:
Ben Thornton, LEED GA
– Environ Energy
Environmental Sustainability
Tuesday, Feb 27th
2:45 PM - 3:45 PM
East Coast USA Time
High Performance Design for Education: Lessons from an Early Adopter
Location: A602
Presenter:
Dan Arons
– Perkins Eastman
Presenter:
Lise Charlier
– Cambridge School of Weston
Presenter:
Tom Evans
– Cambridge School of Weston
Environmental Sustainability
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 05: Beyond LEED: Understanding What’s Next for Sustainable Design
Location: Imperial Ballroom B
Presenter:
Robert Douglass, AIA, LEED AP BD+C, CPHD
– Voith & Mactavish Architects
Environmental Sustainability
Sponsored By
Financial Aid and Tuition Discounting
Tuesday, Feb 27th
10:30 AM - 11:30 AM
East Coast USA Time
Net Tuition Revenue Centric Admissions And Financial Aid Planning
Location: A703
Presenter:
Palmer D. Ball, MBA
– Ashley Hall
Financial Aid and Tuition Discounting
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 03: Adding Transparency & Simplicity to Your Tuition Assistance Program
Location: Imperial Ballroom B
Presenter:
Joe Sharp
– Jewish Leadership Academy
Financial Aid and Tuition Discounting
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 27: Net Tuition Revenue as a North Star Strategy
Location: Imperial Ballroom B
Presenter:
Drew Cocco, MEd
– Clarity Tuition
Financial Aid and Tuition Discounting
Sponsored By
Financial Reporting and Communication
Monday, Feb 26th
1:30 PM - 2:30 PM
East Coast USA Time
Hot Topics for Boarding Schools
Location: A706
Presenter:
Thomas P. Arnold
– Western Reserve Academy
Presenter:
Edward Griffin, MBA
– Pomfret School
Presenter:
Sandi Pierce
– Cate School
Financial Reporting and Communication
Monday, Feb 26th
1:30 PM - 2:30 PM
East Coast USA Time
Numbers That Speak: Mastering Data Storytelling
Location: A707
Presenter:
David Buley, MBA, MAppFin, CPA
– Association of Independent Schools
Financial Reporting and Communication
Tuesday, Feb 27th
8:30 AM - 8:50 AM
East Coast USA Time
Solutions Theatre: Let the Machines Work
Location: A601
Presenter:
Katie M. Turner, CPA
– Blackbaud
Financial Reporting and Communication
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 16: Financial Health, Sustainability and Operating Reserves: The Role of Senior Leadership
Location: Imperial Ballroom B
Presenter:
A. Michael Gellman, CPA, CGMA
– Fiscal Strategies 4 Nonprofits, LLC and Sustainability Education 4 Nonprofits
Presenter:
Paul Preziotti, CPA
– Johnson Lambert LLP
Financial Reporting and Communication
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 28: Optimizing Communications Between Development & Finance
Location: Imperial Ballroom B
Presenter:
Brian Giganti, CPA
– Citrin Cooperman & Company
Presenter:
Patti Collins
– Roland Park Country School
Financial Reporting and Communication
Sponsored By
Governance
Monday, Feb 26th
1:30 PM - 2:30 PM
East Coast USA Time
Keeping Trustees Informed of Changing Risk, Insurance and Legal Issues
Location: L401-02-03
Presenter:
Michael J. Bergin, MBA
– Miss Porter's School
Presenter:
Sam D. Daume, Jr., CPCU, ARM
– Fred C Church
Presenter:
Jonathan Sterling, JD
– Carlton Fields
Governance
Tuesday, Feb 27th
9:00 AM - 10:00 AM
East Coast USA Time
The Ultimate Governance Mixtape
Location: A703
Presenter:
Damian Kavanagh, Ed.D, CAE
– MISBO
Presenter:
Aggie Malter, Ed.D
– PAISBOA
Governance
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 13: Establishing Investment Committee Excellence in Independent Schools
Location: Imperial Ballroom B
Presenter:
Allan D. House
– Graystone Consulting - The J.K. Meek Group
Governance
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 19: Governance and Fiduciary Considerations for the Investment Committee
Location: Imperial Ballroom B
Presenter:
John D. Lynch
– Truist Bank
Presenter:
Kevin Peak
– Truist Bank
Governance
Sponsored By
Hiring and Retention
Monday, Feb 26th
1:30 PM - 2:30 PM
East Coast USA Time
Charting the Course: Navigating the Onboarding Odyssey
Location: A704
Presenter:
Sandra Fantozzi-Welker
– University School
Presenter:
Kristina Foucher
– San Diego Jewish Academy
Presenter:
Morgan Pearson, PHR, SHRM-CP, and CPSP
– Landon School
Hiring and Retention
Sponsored By
Tuesday, Feb 27th
10:30 AM - 11:30 AM
East Coast USA Time
Attracting and Retaining Talent: Lessons From Other Industries
Location: A704
Presenter:
Kelly Garnes, SHRMCP, EdM, MBA
– Gill St. Bernard's School
Hiring and Retention
Sponsored By
Tuesday, Feb 27th
2:45 PM - 4:00 PM
East Coast USA Time
Deep Dive: Connection, Coordination, Commitment: Mobilizing Your School with Authenticity and Care
Location: Imperial Ballroom A
Presenter:
Howard Teibel
– Teibel Education Consulting
Hiring and Retention
Sponsored By
HR Regulatory Compliance
Monday, Feb 26th
10:30 AM - 11:30 AM
East Coast USA Time
Hot Topics for Human Resources
Location: A602
Presenter:
Amber Stockham, MBA, SPHR
– NBOA
Presenter:
Amelia Reed, SHRM-CP
– Presbyterian School
Presenter:
Kelsey Vrooman
– Mission & Data
HR Regulatory Compliance
Sponsored By
Tuesday, Feb 27th
2:45 PM - 3:45 PM
East Coast USA Time
Pay Transparency: Auditing for Success
Location: L401-02-03
Presenter:
Thom Greenlaw
– Creative Independents
Presenter:
Lisa Lady
– Idyllwild Arts Academy
Presenter:
Deb Tyrrell
– Creative Independents
HR Regulatory Compliance
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 15: Fiduciary Training and Best Practices For Retirement Plan Compliance
Location: Imperial Ballroom B
Presenter:
Tyler Hindermann
– USI Consulting Group
Presenter:
Karen McDonough, JD
– USI Consulting Group
Presenter:
Chris Martin, AIF
– USI Consulting Group
HR Regulatory Compliance
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 23: Managing Leave of Absence Requests
Location: Imperial Ballroom B
Presenter:
Jacqueline Fogg, JD
– Schwartz Hannum PC
HR Regulatory Compliance
Sponsored By
Human Resources
Sunday, Feb 25th
1:30 PM - 4:30 PM
East Coast USA Time
Pre-Conference Workshop: Mission-Anchored Compensation Strategies: Top Findings and Resources
Location: L401-02-03
Presenter:
Elizabeth Dabney
– NBOA
Presenter:
Patrick Schuermann, Ed.E.
– Strategic Compensation Partners
Presenter:
Amber Stockham, MBA, SPHR
– NBOA
Human Resources
Leadership
Sunday, Feb 25th
1:00 PM - 3:45 PM
East Coast USA Time
Pre-Conference Workshop: NBOA Leadership Academy
Location: L405-06
Presenter:
Jennifer O. Hillen, CPA, CGMA
– NBOA
Leadership
Monday, Feb 26th
8:15 AM - 10:00 AM
East Coast USA Time
Opening Remarks from Jeff Shields and Keynote Presentation from Shawn Kanungo
Location: Marquis Ballroom
Presenter:
Jeff Shields, FASAE, CAE
– NBOA
Keynote Speaker:
Shawn Kanungo
– Disruption Strategist and Innovation Expert, Bestselling Author of “The Bold Ones”
Leadership
Sponsored By
Monday, Feb 26th
10:30 AM - 11:45 AM
East Coast USA Time
Deep Dive: DEIB Success Through Mission Alignment and Change Management
Location: Imperial Ballroom A
Presenter:
Nishant Mehta
– MehtaCognition, LLC
Presenter:
David Padilla
– Christ Church Episcopal School
Leadership
Sponsored By
Monday, Feb 26th
1:30 PM - 2:45 PM
East Coast USA Time
Deep Dive: Securing the Future of Independent Schools: Insights from the 2023-24 NBOA Leadership Academy
Location: Imperial Ballroom A
Presenter:
Jennifer O. Hillen, CPA, CGMA
– NBOA
Presenter:
Patrick Schuermann, Ed.E.
– Strategic Compensation Partners
Leadership
Sponsored By
Monday, Feb 26th
3:00 PM - 4:00 PM
East Coast USA Time
Laws of the Grapevine: Communication Strategies that Build Trust
Location: A706
Presenter:
Frank V. Aloise, Jr.
– Springside Chestnut Hill Academy
Presenter:
Scott E. Barron, MEd
– School Growth, LLC
Leadership
Tuesday, Feb 27th
9:00 AM - 10:00 AM
East Coast USA Time
The CFO as Strategic Partner for the Head of School
Location: L401-02-03
Presenter:
Chris Harper
– Landon School
Presenter:
Grace H. Lee, JD
– Venable LLP
Presenter:
Janice P. Gregerson, JD
– Venable LLP
Leadership
Tuesday, Feb 27th
9:00 AM - 10:15 AM
East Coast USA Time
Deep Dive: Advancing Business Excellence in Independent Schools
Location: Imperial Ballroom A
Presenter:
Jennifer O. Hillen, CPA, CGMA
– NBOA
Presenter:
Mary Kay Markunas, MBA
– NBOA
Presenter:
James Palmieri, Ed.D
– NBOA
Presenter:
Amber Stockham, MBA, SPHR
– NBOA
Leadership
Sponsored By
Tuesday, Feb 27th
11:45 AM - 2:15 PM
East Coast USA Time
NBOA Awards Luncheon and Keynote Presentation from Bertice Berry
Location: Marquis Ballroom
Presenter:
Jeff Shields, FASAE, CAE
– NBOA
Presenter:
Duncan Booth
– The St. Paul's Schools
Keynote Speaker:
Bertice Berry
– Sociologist, Comedian and Bestselling Author
Leadership
Sponsored By
Tuesday, Feb 27th
2:45 PM - 3:45 PM
East Coast USA Time
Strategic School Leadership: Uniting Enrollment and Finance Leaders
Location: L405-06
Presenter:
Laurel Baker Tew
– Viewpoint School
Presenter:
Taisha Thompson
– Friends Academy
Presenter:
Ann Marie Tidona, CPA
– Friends Academy
Leadership
Wednesday, Feb 28th
7:30 AM - 10:00 AM
East Coast USA Time
NBOA Breakfast and State of NBOA and Closing Keynote from Brett Jacobsen
Location: Marquis Ballroom
Presenter:
Jeff Shields, FASAE, CAE
– NBOA
Presenter:
Duncan Booth
– The St. Paul's Schools
Keynote Speaker:
Brett Jacobsen, Ed.D
– The Mount Vernon School
Leadership
Sponsored By
Legal
Monday, Feb 26th
10:30 AM - 11:30 AM
East Coast USA Time
Supporting Employee Mental Health
Location: A707
Presenter:
Grace Chan
– Liebert Cassidy Whitmore
Presenter:
Kelly Kennedy, SPHR, PHRca, SHRM-SCP
– La Jolla Country Day School
Presenter:
Julie Strom
– Liebert Cassidy Whitmore
Legal
Sponsored By
Monday, Feb 26th
1:30 PM - 2:30 PM
East Coast USA Time
Uncovering the Truth: Employee and Student Misconduct Investigations
Location: A705
Presenter:
Kristin L. Smith, JD
– Fisher & Phillips LLP
Presenter:
Kelly Vaughn
– The Post Oak School
Legal
Sponsored By
Monday, Feb 26th
3:00 PM - 4:15 PM
East Coast USA Time
Deep Dive: Legal Issues Town Hall: What’s on Your Mind?
Location: Imperial Ballroom A
Presenter:
Michael Blacher, JD
– Liebert Cassidy Whitmore
Presenter:
Jennifer Carroll, JD
– Fisher & Phillips LLP
Presenter:
Sarah H. Fay, JD
– Schwartz Hannum PC
Presenter:
Grace H. Lee, JD
– Venable LLP
Legal
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 04: Assessing Credibility in the Context of Investigations
Location: Imperial Ballroom B
Presenter:
Katharine I. Rand
– Pierce Atwood LLP
Legal
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 21: Leveling Up Risk Mitigation to Prevent Allegations of Sexual Abuse
Location: Imperial Ballroom B
Presenter:
Rahel Bayar, JD
– The Bayar Group
Legal
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 22: Managing Custody Issues: Setting Expectations At the Outset
Location: Imperial Ballroom B
Presenter:
Linda Johnson, JD
– McLane Middleton Professional Association
Legal
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 26: Navigating Enrollment Agreements in the “New Normal”
Location: Imperial Ballroom B
Presenter:
Cara E. Murphy, JD
– Schwartz Hannum PC
Legal
Sponsored By
Non Tuition Revenue and Auxiliary Programs
Monday, Feb 26th
3:00 PM - 4:00 PM
East Coast USA Time
Creating a Signature Day Camp Program to Generate Auxiliary Revenue
Location: A705
Presenter:
Michael Carmody, PsyD
– Make It Campy
Presenter:
Katie Peterson, MEd
– Breck School
Non Tuition Revenue and Auxiliary Programs
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Deep Dive: Business and Auxiliary Program Leadership: A Critical Partnership for Growth
Location: Marquis Ballroom
Presenter:
Jana Blackwell, MEd
– Pine Crest School
Presenter:
Ben C. Hammond, MBA
– The Lawrenceville School
Presenter:
Nat Saltonstall, EdM
– SPARC
Presenter:
Olaf Weckesser, MBA, CPA
– The Pingry School
Presenter:
Ryan Williams, MEd
– The Lawrenceville School
Non Tuition Revenue and Auxiliary Programs
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 11: Easy Money: Generating Non-Tuition Revenue Through School Facilities
Location: Imperial Ballroom B
Presenter:
Callie Rae McCarthy
– Steve & Kate's Camp
Presenter:
Melanie Tumlin
– Steve & Kate's Camp
Non Tuition Revenue and Auxiliary Programs
Sponsored By
Performance Management
Monday, Feb 26th
1:30 PM - 2:30 PM
East Coast USA Time
Unlocking Faculty Potential Through Coaching
Location: L405-06
Presenter:
Brad Rathgeber, MA
– One Schoolhouse
Performance Management
Sponsored By
Monday, Feb 26th
3:00 PM - 4:00 PM
East Coast USA Time
Cultivating Leadership Skills with Cutting-Edge Resources
Location: L405-06
Presenter:
Taunita Stephenson, MBA
– The Pingry School
Presenter:
Olaf Weckesser, MBA, CPA
– The Pingry School
Performance Management
Sponsored By
Tuesday, Feb 27th
10:30 AM - 11:30 AM
East Coast USA Time
Empowering Your Direct Reports
Location: A602
Presenter:
Nancy Greene, CPA
– Pine Crest Preparatory School
Presenter:
Carolyn Hapeman, CPA
– Westtown School
Presenter:
Cindy Stadulis
– St. Stephen's Episcopal School
Performance Management
Sponsored By
Safety & Security
Monday, Feb 26th
1:30 PM - 2:30 PM
East Coast USA Time
Point People: Navigating Student & Staff Boundary Issues
Location: A703
Presenter:
Avery Mann
– SOS ThreeSixty - Boundary Training for Independent Schools
Presenter:
Julie O'Rourke, PhD
– The Pingry School
Safety & Security
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 06: Boundary Crossing: Responding to Red Flags
Location: Imperial Ballroom B
Presenter:
Christy Schiller
– Praesidium
Safety & Security
Sponsored By
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 18: Fraud Prevention Fundamentals: Safeguarding Your Payment Methods
Location: Imperial Ballroom B
Presenter:
Sierre Lindgren
– Paymerang
Safety & Security
Sponsored By
Technology
Monday, Feb 26th
10:30 AM - 11:30 AM
East Coast USA Time
Trending Innovations in Independent Schools
Location: A703
Presenter:
Kathy J. Ferguson, CPA
– Armanino
Presenter:
Carmel Wynkoop, MD
– AI & Analytics Consulting Partner
Presenter:
Shivani Patel, MPH
– Armanino
Technology
Monday, Feb 26th
2:00 PM - 2:20 PM
East Coast USA Time
Solutions Theatre: Automate Labor Allocation Through Payroll!
Location: A601
Presenter:
Lisa VanderVliet
– Checkwriters
Technology
Monday, Feb 26th
3:00 PM - 4:00 PM
East Coast USA Time
Pulse Surveys and the Art of Listening to Employees
Location: A703
Presenter:
Jill S. Aveson, SPHR
– Collegiate School
Presenter:
Louis Fierro, II
– Collegiate School
Technology
Tuesday, Feb 27th
9:00 AM - 9:20 AM
East Coast USA Time
Solutions Theatre: Enhance Billing Through Your SIS
Location: A601
Presenter:
Kate Henderson
– FACTS
Presenter:
Jana Kane
– FACTS
Technology
Tuesday, Feb 27th
10:30 AM - 11:45 AM
East Coast USA Time
Deep Dive: Innovative Approaches to AI: A Business Operations Perspective
Location: Imperial Ballroom A
Presenter:
Christina Lewellen, MBA, CAE
– Association of Technology Leaders in Independent Schools
Presenter:
Ari M. Betof, Ed.D, MBA
– Mission & Data
Presenter:
Whitney Walters-Sachs, Ed.D
– Pine Crest School
Technology
Sponsored By
Tuesday, Feb 27th
2:45 PM - 3:45 PM
East Coast USA Time
Making Data Governance a Team Sport
Location: A703
Presenter:
Ally Wenzel, MS
– Stevenson School
Technology
Tuesday, Feb 27th
2:45 PM - 3:45 PM
East Coast USA Time
The Hybrid Business Office in Action: A Case Study and Solutions
Location: A707
Presenter:
Melissa Woodin, CPA, MBA
– The Hotchkiss School
Presenter:
Heather Lafontaine
– Choate Rosemary Hall
Technology
Wednesday, Feb 28th
10:30 AM - 11:45 AM
East Coast USA Time
Table 07: Create a Revenue-Generating Purchasing-Card Program
Location: Imperial Ballroom B
Presenter:
Ben Jacobs
– First American Education Finance
Technology
Sponsored By
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