California Independent Schools Business Officers Association

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Join us for the 2020 Annual Conference and Meeting

San Mateo Marriott San Francisco Airport
Pre-Conference HR Workshop & Kick-Off Dinner, Sunday, May 3
Conference & Annual Meeting, Monday, May 4

An enriching, informative and social experience...

Our Annual Meeting brings together CFOs, Directors of Finance, Business Officers, Heads of School and Human Resources professionals from schools of all sizes and structures located throughout the state. Once a year we all come together at our Annual Meeting to share our ideas, hear about the progress of Cal-ISBOA, celebrate our successes, learn from our challenges, meet up with old friends and make new connections. To simplify your planning and ensure that the Annual Meeting is accessible to all, the location of the Annual Meeting alternates between northern and southern California.

Registration will open in January 2020.

Click here for information about the hotel

2019 Special Events
Sunday, April 28

Pre-Conference Workshop   10:00 AM - 4:30 PM

Human Resources Workshop – EXPANDED!
Because there’s never a shortage of HR topics to discuss, Cal-ISBOA is bringing back and expanding last year’s very popular pre-conference Human Resources workshop. The interactive program is designed for both new and seasoned HR professionals, as well as business officers who also wear the HR hat. The program will include sessions covering 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.    

Annual Kick-off Dinner
A relaxed and informal opportunity to talk with fellow Cal-ISBOA members from schools throughout our state.  Beverly Park, The Garland, North Hollywood. Cocktails at 6:00 p.m., followed by dinner at 7:00 p.m.

Conference Breakout Session Topics

  • Positively Impacting Your Financial Metrics
  • Collaborative Strategies - Building the Partnership Between the Advancement and Business Offices
  • What's Next? Continuity in the Wake of a Natural Disaster
  • Current Challenges in the Wage and Hour Arena
  • Managing the Risk and Reward of Extended Field Trips - Reviewing Your Student Travel Programs
  • Managing Human Resources - Exempt/Non-Exempt

Register Now

2019 Conference Schedule at a Glance
Monday, April 29

 7:30 - 8:30 AM Breakfast & Registration

 8:30 - 8:45 Opening Remarks

 8:45 - 10:15 Keynote Speakers

10:15 - 10:45 Break

10:45 - 12:00   Round Table Discussions

12:00 - 1:30 PM Lunch and Annual Meeting

 1:45 - 4:30 Breakout Sessions (Descriptions)

  4:30 Closing Cocktail Reception 

Map of The Garland

Conference Planning Group

The Conference Planning Group has been working hard to put together an outstanding program filled with learning opportunities that address a variety of topics that impact independent school business offices and operations. This year's planning group includes:

Julia Yzaguirre, CFO, Turning Point School - Chair
Beth Lee, Business Director, Peninsula School
Sandi Pierce, Assistant Head for Finance & Operations, Cate School

Barbara Whitney, CFO, Crossroads School for Arts & Sciences
Daniel Rothbauer, COFO, Curtis School
Bill Shea, DFO, Black Pine Circle School
Jane Davis, CFO, The Archer School for Girls

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