California Independent Schools Business Officers Association

Support  |  Solutions  |  Professional Advancement

2019 Annual Conference and Meeting

          Our 2019 Conference Sponsors

The generous support of our Corporate Sponsors provides Cal-ISBOA members with affordable access to up-to-date professional development opportunities in a relaxed, collegial environment. Thank you!


The Bolton & Company mission is to be the business resource that our clients count on for expert perspective in risk management and employee benefits.                                        

Bolton & Company takes pride in remaining one of the few full service insurance brokerages. Whether our clients desire business insurance, personal insurance, surety bonds, employee benefits, estate planning, risk management services, or even human resources consulting,  we have the resources and expertise to deliver solutions.  

Liebert Cassidy Whitmore provides general counsel, labor and litigation advice and assistance to California’s independent schools in all matters pertaining to students, governance, education law, business and facilities, and employment relations.  

First Republic Bank is a full-service financial institution specializing in personalized, relationship-based private banking, private business banking and real estate lending. Our private wealth management affiliates offer trust, investment consulting and advisory services. Built in a distinctive way, with client service at the forefront and a commitment to responsiveness and action, First Republic delivers tailored solutions with integrity and professionalism. Services are offered primarily in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach, San Diego, Portland, Palm Beach, Boston, Greenwich and New York City.  

Serving schools since 1930, Dewar is the originator of the Tuition Refund Plan, a proven method for protecting both school and family from the financial consequences of student withdrawal and dismissals. Dewar currently serves over 1,300 schools and colleges nationally.

John P. Cruden III: Specializing in private school risk management & insurance.

  • Chartered Property Causality Underwriter
  • Associate in Risk Managment
  • Certified School Risk Management

California representative for: Professional Insurance Associates, Private School Risk Management and Insurance Services, Inc, Independent School Management "ISM" and A.W.G. Dewar, Inc Tuition Refund Plan  415.246.0738 johncruden3@gmail.com.

For 25 years, SAGE Dining Services┬« has helped our clients recruit and retain students. We are the nation's leading provider of dining services and upscale catering to discerning independent schools and private colleges.For more information visit SageDining.com.

Knowing Technologies provides managed IT services, help desk support, and instructional technology coaching to K-12 independent and charter schools. We create environments where technology is so well integrated, reliable, and readily available that it becomes an unobtrusive part of teaching, learning, and administration. Learn more at knowingtechnologies.com.

Cafaro Greenleaf/Carroll Consultants, Ltd. is leading national investment advisory, administration, and plan consulting firm for corporate, public and not for profit retirement and benefit plans. The two firms recently merged in fall, 2018 so clients will experience the support of an expanded team of highly credentialed and experienced professionals, receive value-added and enhanced services, as well as innovative retirement plan solutions and tools. The firm currently consults with hundreds of independent schools and universities across the country. Cafaro Greenleaf/Carroll Consultants Advisors, Ltd. (CCA) is a registered Investment Advisory “RIA” firm and is a wholly-owned subsidiary of Carroll Consultants, Ltd.

Our goal has always been the same: build long-term relationships through integrity and high levels of client service.  Our framework is comprised of developing and implementing a plan tailored to your specific objectives.  Our diverse team of experienced professionals provides holistic financial planning, investment management and institutional consulting services in an objective capacity. Cafaro Greenleaf/Carroll Consultants, Ltd. believe everyone should retire with dignity, and remain focused on educating its clients’ participants with monthly Financial Fitness webinars.

The Bolton & Company mission is to be the business resource that our clients count on for expert perspective in risk management and employee benefits.

                                                     

Bolton & Company takes pride in remaining one of the few full service insurance brokerages. Whether our clients desire business insurance, personal insurance, surety bonds, employee benefits, estate planning, risk management services, or even human resources consulting,  we have the resources and expertise to deliver solutions.                                      

Armanino has decades of experience in private education. We work with more than 170 private schools and have more than 50 accounting and consulting professionals dedicated to our private education practice. In fact, many of the best schools across the country choose to work with Armanino, not only because of our experience, but because of our vast understanding and insight of the operational environment of Schools and their Boards. When we work with your school, we provide a new way to look at your financial position, results of operations and other key performance indicators (KPIs) through our proprietary Private School Financial Report Card and benchmarking analysis. These tools become invaluable for Business Officers looking to make well-educated decisions about how to best operate their school.

Experience makes all the difference.  When insurance,risk management and benefit solutions help your people work better, your school performs better. At Gallagher, that’s what we do via our CORE 360 approach. Our consultants get to know your school and tailor solutions to strategically manage your total cost of risk. We offer custom fit  services to help mitigate risks while minimizing costs. Gallagher - insurance brokerage, risk management consulting, loss control & claim advocacy, disaster management, student accident, employee benefits and more.

George K. Baum & Company is a full service investment bank dedicated to meeting the borrowing needs of independent schools.  Our Independent School Finance Group services independent schools of all sizes and types across the country.  Members of our team have overseen more than 250 independent school bond financings, totaling over $3.0 billion. Voya Financial helps Americans plan, invest and protect their savings – to get ready to retire better. With a clear mission to make a secure financial future possible – one person, one family, one institution at a time – Voya’s vision is to be America’s Retirement Company┬«.  We are a leading provider of retirement products and services in the U.S. serving more than 47,000 institutional clients and nearly 4.5 million individual retirement plan investors. Voya is committed to helping all Americans with their retirement readiness needs. We are investing in our people, our businesses and the communities in which we live and work. We believe that a commitment to a plan with the right energy and resources behind it can produce strong results; it can raise the bar in terms of what people have come to expect from a retirement company.

FACTS, a division of Nelnet, Inc., of Lincoln, NE, is committed to making educational dreams possible for families and students, as well as enhancing the financial stability and affordability of educational institutions. FACTS serves more than one million families at nearly 6,500 schools, and manages $4.9 billion in tuition funds annually. FACTS offers a comprehensive suite of services, including tuition management, payment administration and processing, financial needs assessment, and fundraising solutions. 
The Palancar Group at Morgan Stanley is an institutional 403(B) consulting group with over 40 years advising clients as a fiduciary, and backed by the vast resources of Morgan Stanley. The Palancar Group delivers the resources, scale and oversight of a truly global financial services firm with the independence, objectivity, and commitment to excellence in client service. Cal-ISBOA member independent schools are the core focus of our group to which we deliver a world-class experience in fiduciary consulting services. Both investment committees and retirement plan participants benefit from a comprehensive advisory solution designed to meet all fiduciary obligations and maximizing successful retirement outcomes.  Please forward RFP requests to: Oscar.a.chavez@ms.com 310-205-4739.


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