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California Independent Schools Business Officers Association

California Independent Schools Business Officers Association

NorCal Facilities Workshop 2026


Friday, June 12, 2026

Head-Royce School, South Campus
4368 Lincoln Avenue, 
Oakland, California 94602


For those Facilities and Operations professionals unable to join us in Pasadena in April, our NorCal workshop offered a comparable program to ensure you don’t miss out on the key sessions and insights.


Registrants may park in the South Campus (4368 Lincoln Ave) upper lot by entering the Anna Head Loop entrance. The Facility Workshop will be in Building P in the Hawk's Nest. Click here to see a map of Head-Royce.


This year's theme is Community & Connection


Access Presentation Materials


Friday, June 12, 2026

9:00am – 9:30am

Registration 

9:30am - 10:00am

Welcome, Introductions & Warm-Up Activity

10:00am – 11:00am

Session 1

Listserv Live! Facilities Edition

David Marcus (Director of Facilities, de Toledo High School)

Why reinvent the wheel when you can learn from others? This interactive session is your opportunity to ask burning questions, share challenges, and hear real-time solutions from fellow school colleagues. Just like posting on a Listserv—but live and dynamic! Key Takeaways: Gain insights from peers who have tackled similar financial and operational challenges. Exchange best practices and creative solutions to common issues in independent schools. Expand your network and build valuable connections for ongoing collaboration. Come ready with questions, ideas, and an open mind. Whether you’re troubleshooting a financial, operational, or HR hurdle, navigating new regulations, or refining processes, this session will provide practical, real-world takeaways to bring back to your school.

11:00am - 11:30am

Break: Newcomers Welcome

11:30am - 12:30pm


Session 2

Benefit of an Owner’s Representative: Protecting Your School’s Largest Asset

Kerri Speck (Owner's Representative for PS1 and Gafcon)

Real estate and a school's facilities are often its most significant assets. However, many institutions lack the internal expertise to manage these assets effectively, which is crucial for protecting them and ensuring they are used so the school operates efficiently and productively. An Owner's Representative plays a defined role as an advocate for a school. That role can be large or small. This session will encourage attendees to consider who on their campus is tasked with these responsibilities, consider the skills needed to oversee this work, and whether this role is best kept "in-house" or entrusted to a hired advocate.

Participants will learn to:

  • Identify how the management of a school's real estate and facilities align with the long-term strategic plans for the school.
  • Assess where in their current or future project pipeline a hired Owner's Rep may help create value or reduce risk.
  • Discuss the importance of clearly identifying the responsibilities of the staff member accountable for the tasks related to the management of current facilities.
  • Clarify with Board members and other decision makers the value added by hiring an advocate who can act as an extension of school leadership in coordinating the professionals needed in executing any capital projects.

12:30pm - 1:30pm


Networking Lunch & School Tour

1:30pm – 2:30pm


Session 3

Robbing the Bank of Facilities: Responsible Reserve Planning

Joe Rayburn (Director of Partner Development, Building Solutions) and School Facilities Professionals to be determined

Participants will learn how to use data to make informed decisions about responsibly reinvesting in their campuses. While independent schools continue to be mission-minded and focused on student experience, we still have a responsibility to reinvest in the building systems and teams that support those missions. Participants will learn how the campus infrastructure supports pedagogy and advancement and how to reshape our budgeting mindset. We carry our real property as the largest asset on our balance sheet, but we treat those real assets like overhead. Participants will learn how to transform their budgeting and decision-making protocols to more align with the "asset model". Participants will learn how to develop the team responsible for managing the campus by hearing about resources that transform our operations teams from Toolbelts to Technology.

2:30pm - 3:00pm: Break

3:00pm - 4:00pm


Session 4

Optimizing Facilities & Operations for Schoolwide Readiness

Eleazar Madrid (Director of Facilities & Operations, Redwood Day School), Sydney Polich (Human Resources Manager, Redwood Day School), Jared Mata (Saint Andrew's Episcopal School, Director of Operations and Safety), and Bridget Guerra (The Athenian School, Director of Operations)

Summer is the most operationally complex period of the school year, with construction projects, staffing changes, technology systems, compliance work, and program planning happening at once. This session positions facilities and operations professionals as leaders in schoolwide readiness, which goes beyond building management. Participants will explore how physical campus preparation, people systems, procurement workflows, and scheduling constraints must be designed together. The goal is to help schools move from reactive problem-solving to intentional readiness planning that supports a strong start to the academic year.

4:00pm - 4:15pm

Closing Remarks

California Independent Schools Business Officers Association

HR Certification Institute’s® (www.HRCI.org) official seal confirms that Cal-ISBOA meets the criteria for pre-approved recertification credit(s) for any of HRCI’s eight credentials, including SPHR® and PHR®.

Cal-ISBOA is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.Cal-ISBOA is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

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