California Independent Schools Business Officers Association

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2020 Annual Conference and Meeting
San Mateo Marriott San Francisco Airport
Pre-Conference Human Resources Workshop
Sunday, May 3rd, 9:00 AM - 4:50 PM

Preliminary Schedule

Our HR Workshop Planning team has put together an informative and interactive program that provides timely professional development on topics of interest to anyone involved with HR in independent schools. Topics range from practical day to day compliance concerns to those addressing a more strategic focus.

Sunday – May 3, 2020 Now a Full Day!

9:00-10:00       Check-in, Breakfast, Networking
10:05-11:20     General Session - Sticky Tricky Leaves

    Breakout Sessions (4 Topics)

12:45-1:45       Lunch, Featuring Speaker, Paul Butler
2:00-3:15         Breakout Sessions
(4 Topics)
3:15-3:30         Break
3:30-4:45         General Session - HR Wellness Panel
4:45-4:50         Closing Remarks

A special thank you to Gallagher for underwriting the Pre-Conference HR Workshop.

Preliminary Breakout Session Topics:

Sticky Tricky Leaves (General Session)

HR Wellness Panel (General Session)
"Employee Wellness" or "Well Being" has become an area of focus for many HR professionals-how are independent schools getting involved with their own wellness initiatives? In the Wellness Incubator session you will hear from four schools that each have a unique take on wellness in their organizations. Then, we will open up the discussion to share, discuss and brainstorm more ways to incorporate wellness into your school's employee experience, regardless of size and budget.

Breakout Sessions
Each session will be offered twice. Attendees can choose to attend two of the following four breakout sessions.

Finance for HR Professionals
Everything you always wanted to know about finance but were afraid to ask! HR Professionals can only make so much contribution to their organization based on their technical competence. Over and above their area of expertise, they have to be excellent at managing themselves and at influencing others. But is that it? Is there anything else? Yes! In today's highly competitive marketplace where HR Professionals must be able to demonstrate their strategic value to an organization, they also must have a sharp business acumen: in short, Cal-ISBOA members need to demonstrate Business Financial Intelligence. In this engaging, practical and participative session, Paul Butler will demystify working capital, the income statement, the balance sheet, the statement of cashflow and commonly-heard but commonly misunderstood terms such as; depreciation, goodwill, amortization, accruals, unearned revenue and EBITDA. Outsourcing is becoming increasingly common: be on the leading edge - be a true business partner by investing in your Business Financial Intelligence. You'll leave this session smarter and with absolute clarity on the subjects discussed and addressed.

Getting Workplace Investigations Right

Ditching the Stipend Compensation Mentality In Favor of a Growth Mindset - A Case Study in Faculty Compensation
Join us for a case study presented by Kathy Layendecker, Associate Head for Finance and Operations, and Christina Gwin, Faculty Dean and English Faculty, from Castilleja School in Palo Alto. They will take us through the process and rationale that Castilleja recently used to restructure their faculty compensation. This initiative created faculty classifications that allows for clear professional growth paths, using an integrated and robust evaluative process to determine individual  placement in this framework. This model reduces the reliance on stipends, moving away from the limitations of the faculty step scale to instead encourage and compensate teacher initiative and agency. It also facilitates institutional transparency; it positions schools to communicate values, expectations, and priorities both internally and externally.

The Multi-Generational Workforce
Why should a great employee work for you? Or stay with you? Attracting and retaining people is as big a CEO concern as the risk of recession. Be honest: do your employees look at their work as just a job or great place to be? With so much competition for talent, “good enough” isn’t enough anymore. In this presentation, you’ll learn being a great place to work isn’t about overpaying talent or providing free sushi lunches.  It’s about creating an atmosphere where great employees; where your employer brand becomes impeccable; and a place where people are proud to say they work. Workforce and leadership strategist Eric Swenson’s work finds that creating a Great Place To Work is weaving great communication; a culture with clear mission, vision, values and goals; and leadership who understands and appreciates that great employees attract great customers and profit. The possibilities are limitless. Becoming a Great Place To Work starts with you.

Please check back for more information and updates!

Workshop Presenters

Paul Butler

Client Partner, Newleaf Training and Development

Paul is a Client Partner with Newleaf Training and Development, based in Valencia, CA. Over 50% of Newleaf’s clients for staff training and leadership development are educational entities — both private and public institutions. Paul is a Chartered Global Management Accountant (CGMA) and a Chartered Management Accountant (CIMA), having qualified with Pricewaterhouse Coopers. Prior to starting Newleaf Training and Development in 2005, he served as a Regional Finance Director for Marriott International Hotels and Hilton International Hotels. Paul also served as the Director of Finance for Hilton Honors. Paul is a very engaging speaker, able to take the complexity of a subject and distill it into simple, memorable concepts that can be immediately applied.

Eric Swenson
Founder and Managing Director, Head of Workforce Management, RSJ Swenson

Bio to come shortly!

Thank you to our HR Workshop Planning Team:

Donna Voogt, Director of HR, Chaminade Preparatory, - Team Chair
Dave Carter, Director of HR, The Buckley School
Anne Condren, Director of HR, Lick-Wilmerding School

Angela Oliver, Director of HR, Sage Hill School
Rebecca Rowland, Director of HR, Campbell Hall Episcopal

Michael Russell, Director of HR, The College Preparatory School
Jessica McCullagh, Enrollment & HR Manager, The Archer School for Girls

New This Year

We are proud to announce the launch of our 2020 Conference App!

Special thank you to Bolton for underwriting this important endeavor.

Here are instructions on how to download:

Download the App
For Android and Apple users, search for ConferenceBeat Event App in the App Store/ Google Play.

Access the App on the Web
You can also access the app from your smartphone, tablet, or PC's web browser with the following URL:

(Web app works on most browsers, including: Google Chrome version 63.0+, Firefox version 58.0+, Apple Safari 11+, Microsoft Edge 41.0+)

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

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