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Events

Cal-ISBOA provides high-quality conferences, seminars and other events to our members. If you have an idea for a speaker or topic, please feel free to let us know.  A Presenter Proposal Form is available here.

Upcoming Events

    • 03 Aug 2022
    • 12 Oct 2022

    The Cal-ISBOA Annual Finance & Operations Survey and
    Staff and Admin Salary Surveys

    • Data Entry opens on August 3rd
    • Date Entry closes on October 12th
    • Survey Results will be available by the end of October
    If you have additional questions about accessing the survey or about Data Entry, please click here.


    • 28 Sep 2022
    • 9:00 AM - 9:30 AM
    • Zoom
    Register

    Come learn how you can save money on your copier technology along with best-in-class, full-service maintenance.

    Gain industry insider insights on how to:
    -Drive down costs inside a copier/printer agreement
    -The "gotcha" clauses to look for in agreements
    -Ways to gain greater flexibility
    -Getting the most out of your service provider
    -Easy ways to manage and drive down print/copy usage

    Tom Menton, Vice President of Sales, Revolution Office, will give us a brief overview of how you can save money and get the most out of your agreements.

    • 06 Oct 2022
    • 14 Jun 2023
    • 17 sessions
    • zoom
    Register

    The HR role is critical to the operation of independent schools. If you are seeking a support group to exchange best practices please join us. This close-knit community of California school leaders is truly one of a kind! Looking forward to seeing you!

    • 12 Oct 2022
    • 10:00 AM - 11:00 AM
    • Zoom, Time zone: PST

    The Independent School Group Retirement Plan - A Multiple Employer Plan for Independent Schools

    For schools seeking a cost-effective retirement plan that's easier to administer than a traditional single employer plan, a MEP could be a great option.

    MEPs provide a way for schools, referred to as adopting employers, to pool their collective opportunity and gain efficiencies. The MEP sponsor (MISBO) hosts the plan and master contract, relieving adopting employers of extra responsibilities, allowing them more time to focus on their day-to-day business.

    This information session will provide you with more details about the advantages of The Independent School Group Retirement Plan.

    -Register HERE to attend the information session.
    *Please note: this information session will be hosted by our colleagues at PAISBOA. The webinar will take place 10:00am - 11:00am PST.

    -Download the information packet.

    • 19 Oct 2022
    • 9:00 AM - 10:00 AM
    Register

    Join Us to Learn More About the New Cal-ISBOA Member Benefit:
    Home Depot Pro Xtra


    Program Benefits Include:
    -Earn 3%Back - On spend from dollar one using registered forms of payment in Pro Xtra (Rebate pay out not available until forms of payment are registered)
    -Local Store Support – Dedicated local sales representatives at Pro Desks in every location
    -20% off Paint – All interior/exterior paints, stains and primers when Pro Xtra phone # is entered at point of sale
    -Volume Price Program – Discounts on eligible orders over $1,500 purchased through Pro Desk at your local store
    -Bulk Pricing – Discounts for bulk purchases on thousands of products throughout the Store and HD.COM
    -Purchase Tracking – By PO, Job Name, Location and Date.  Manage up to 2 years of purchasing history when you add register credit cards, debit cards, checking accounts, P-cards, Pro Purchase Cards, and The Home Depot Accounts

    Click HERE to download the information packet.


    Home Depot reps, Jeff Loughrey and Cameron Mickey, will lead us through the ins and outs of this cost-savings benefit.

    Hope to see you there!

    • 10 Nov 2022
    • 8:15 AM - 1:30 PM
    • Zoom
    Register

    Cal-ISBOA is partnering with Liebert Cassidy Whitmore to bring you an important virtual event in November, the "California Legal Symposium." We'll focus on legal issues facing independent schools, with an emphasis on California.

    Diverse Identities: How to Manage Employee Expressions of Diversity
    Presenters: Grace Chan and Julie L. Strom
    8:15 am - 9:30 am

    When schools encourage diverse communities, issues can arise about the line between employees’ desires to express themselves, and the school’s desire to create a cohesive and inclusive community. Both law and school policy may impact decisions around handling issues relating to gender identity and expression, support for social justice movements, and generational differences about the role of the school in these matters. This session will provide an overview of the hottest topics in this area, and help guide schools through some of the more challenging issues.

    Controlling Construction Costs
    Presenters: Heather DeBlanc and Brett A. Overby
    11:00 am - 12:00 pm

    Although a variety of factors can drive up construction costs, careful planning can minimize the risks of cost overruns on your construction project.  This session will provide a series of tips to help schools keep construction within budget and on time.  We will provide an overview of key factors you should consider as you embark on your project, including details relating to your project team, project delivery method, contracts and key planning points.  After attending this session, you will be able to identify the key issues you need to discuss with your school and project team to deliver a successful project within budget.

    Legal Update/Emerging Legal Issues
    Presenters: Michael Blacher and Millicent O. Usoro
    12:30 pm - 1:30 pm

    Keeping up with changes to the law and evolving best practices can be challenging!  This interactive workshop is designed to inform independent school business officers of current and emerging legal issues by exploring relevant cases, statutes, and other developments from California and around the country.  Business officers will leave this workshop with insights that will help them meet their obligations and manage developing trends.


    More details to come!


    Each of the sessions will be eligible for SHRM and HRCI continuing education credit.

    • 15 Nov 2022
    • 10:30 AM - 11:30 AM
    Register

    Join Us to Learn More About the New Cal-ISBOA Member Benefit:
    Home Depot Pro Xtra


    Program Benefits Include:
    -Earn 3%Back - On spend from dollar one using registered forms of payment in Pro Xtra (Rebate pay out not available until forms of payment are registered)
    -Local Store Support – Dedicated local sales representatives at Pro Desks in every location
    -20% off Paint – All interior/exterior paints, stains and primers when Pro Xtra phone # is entered at point of sale
    -Volume Price Program – Discounts on eligible orders over $1,500 purchased through Pro Desk at your local store
    -Bulk Pricing – Discounts for bulk purchases on thousands of products throughout the Store and HD.COM
    -Purchase Tracking – By PO, Job Name, Location and Date.  Manage up to 2 years of purchasing history when you add register credit cards, debit cards, checking accounts, P-cards, Pro Purchase Cards, and The Home Depot Accounts

    Click HERE to download the information packet.


    Home Depot reps, Jeff Loughrey and Cameron Mickey, will lead us through the ins and outs of this cost-savings benefit.

    Hope to see you there!

    • 30 Nov 2022
    • 11:00 AM - 12:00 PM
    • Zoom, Time zone: PST

    The Independent School Group Retirement Plan - A Multiple Employer Plan for Independent Schools

    For schools seeking a cost-effective retirement plan that's easier to administer than a traditional single employer plan, a MEP could be a great option.

    MEPs provide a way for schools, referred to as adopting employers, to pool their collective opportunity and gain efficiencies. The MEP sponsor (MISBO) hosts the plan and master contract, relieving adopting employers of extra responsibilities, allowing them more time to focus on their day-to-day business.

    This information session will provide you with more details about the advantages of The Independent School Group Retirement Plan.

    -Register HERE to attend the information session (as a guest).
    *Please note: this information session will be hosted by our colleagues at MISBO. The webinar will take place 11:00am - 12:00pm PST.

    -Download the information packet.

    • 09 Dec 2022
    • 12:00 PM - 2:30 PM
    • Sens Restaurant, Promenade Level, 4 Embarcadero Center, San Francisco

    Join your colleagues for a holiday celebration.  Catch up with friends and meet new business office peers.

    • 09 Dec 2022
    • 12:00 PM - 2:30 PM
    • Ca' Del Sole, 4100 Cahuenga Blvd., Toluca Lake

    Join your colleagues for a holiday celebration.  Catch up with friends and meet new California peers.

    • 30 Apr 2023
    • 10:00 AM - 4:30 PM
    • Beacon Grand Hotel - San Francisco

    Human Resources Workshop

    There’s never a shortage of HR topics to discuss! The interactive program is designed for both new and seasoned HR professionals, as well as business officers who also wear the HR hat.  Sessions cover a breadth of HR topics from compliance (just when you think you have it figured out, California throws you another curveball) to strategic HR thinking.

    • 30 Apr 2023
    • 6:00 PM
    • 01 May 2023
    • 4:30 PM
    • Beacon Grand, San Francisco , CA

    2023 Annual Conference and Meeting

    Beacon Grand, San Francisco

    Pre-Conference Workshops & Outdoor Kick-Off Dinner,
    Sunday, April 30

    Conference & Annual Meeting, Monday, May 1

    Connect with your California Business Office colleagues and participate in professional learning focused on our State's unique legal, compliance, and economic environment. Engage with experts and colleagues to share information that will help drive strategic discussions as well as ensure your school operates safely and efficiently. Develop supportive relationships with colleagues. Share your experiences and benefit from some of the most experienced people in your profession.
    • 07 Jun 2023
    • 10:00 AM - 1:00 PM
    • Marlborough School, 250 S Rossmore Ave Los Angeles, CA 90004

    Facilities Workshop

    Join your colleagues for a 3-hour in-person workshop completely dedicated to the ins and outs of Facilities at independent schools in California. This interactive program is designed for both new and seasoned Facilities professionals, as well as business officers who also wear the Facilities hat. The program will include opportunities for networking and sessions on a variety of Facilities topics encompassing both transactional and strategic Facilities functions.

    Location:
    Marlborough School
    250 S Rossmore Ave
    Los Angeles, CA 90004


    Date and Time:
    Wednesday, June 7, 2023
    10:00am - 12:00pm Interactive Sessions and Professional Development
    12:00pm - 1:00pm Lunch, Connecting & Conversation

    Preliminary breakout sessions and more coming soon!
    • 21 Jun 2023
    • 10:00 AM - 1:00 PM
    • National Center for International Schools, 65 Lily Street, San Francisco, CA, 94102

    Facilities Workshop

    Join your colleagues for a 3-hour in-person workshop completely dedicated to the ins and outs of Facilities at independent schools in California. This interactive program is designed for both new and seasoned Facilities professionals, as well as business officers who also wear the Facilities hat. The program will include opportunities for networking and sessions on a variety of Facilities topics encompassing both transactional and strategic Facilities functions.

    Location:
    National Center for International Schools
    FAIS Arts Pavilion, 2nd Floor, Room: 206 - Black Box Theater
    Enter from the back side at 65 Lily Street, San Francisco, CA, 94102

    Date and Time:
    Wednesday, June 21, 2023
    10:00am - 12:00pm Interactive Sessions and Professional Development
    12:00pm - 1:00pm Lunch, Connecting & Conversation

    Preliminary breakout sessions and more coming soon!



Cal-ISBOA is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP® or SHRM-SCP®. For more information about certification or recertification, please visit shrmcertification.org

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