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2023 Annual Conference

April 30 - May 1st
Beacon Grand Hotel, San Francisco

Our conference planning group is designing an outstanding program!  Business Officers, staff and other leaders from independent schools will gain valuable perspectives and information to apply to their school's strategic thinking as well as to the tasks critical to  smooth and successful daily operations.  Join us  to connect with your California colleagues. Share experiences and information and develop relationships with other independent school professionals operating within our State's  unique regulatory, legal, and economic environment.

2022 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!

Visit Sponsor Page

Preliminary Topics

Look forward to these preliminary topics at the 2022 Conference:

-Ethics and the Role of the Business Officer
-Hiring in a Changing Job Market
-Connect and Collaborate Cohort Roundtables
-Top 10 Do's and Don'ts in Getting the Most Out of Your Audit Relationship
-Applying Equity, Equitably
-Managing Your School's Cyber Risk
-Re-Imagining the Employee Value Proposition Through the Lens of Equity and Self-Care

Session Descriptions

Virtual Keynote Presentation Live from Washington D.C.

Donna Orem, President National Association of Independent Schools

Cal-ISBOA is pleased to bring you keynote speaker, Donna Orem, President of the National Association of Independent Schools. Donna will join us virtually to speak about the state of independent schools as we continue to move into a post-COVID world.

An advocate of data-driven decision-making, Donna will discuss the use of trends to allow for thoughtful analysis of the pressures, risks, and opportunities for independent schools going forward.

More Information

The 2022 Annual Conference will be held at the Omni Hotel in downtown Los Angeles. Click the button for more information.

Hotel Information

Interested in more professional development? Don't miss the Workshop!

HR Workshop

Thank you to our Conference Planning Committee!
Jane Davis, CFO, Archer School for Girls - Team Chair
Steve Bajc, CFOO, Chinese American International School
Natalie Morales, Director of Finance, Chandler School

Jerry Mullaney, CFOO, Head-Royce School
Sandi Pierce, Asst. Head for Finance & Operations, Cate School
Steve Tolbert, CFO, Loyola High School

Cancellation Policy

  • Substitutions and/or transfers of registration from the same school may be made any time prior to the conference. Contact Martha Ambros in writing to make arrangements for a transfer. Cancellations by March 15, 2022 will receive a full refund, less a $25 processing fee.
  • Cancellations between March 15 and March 31, 2022 will receive a 50% refund.
  • There will be no refunds after April 1, 2022




Registration is Now Open!

Schedule & Agenda

Day 1
May 1, 2022

6:00pm - 7:00pm

Cocktail Reception

7:00pm - 9:00pm

Dinner "Al Fresco"

Day 2
May 2, 2022

7:30am - 8:30am

Registration and Breakfast

8:30am - 8:45am

Welcome and Introductions

8:45am - 10:15am

Keynote Speaker, Donna Orem, President National Association of Independent Schools

10:45am - 12:00pm

Breakout Session Round One

12:00pm - 1:30pm

Annual Meeting and Lunch

1:45pm - 3:00pm

Breakout Session Round Two

3:15pm - 4:30pm

General Session, Connect & Collaborate Discussion Roundtables

4:30pm - 6:00pm

Cocktail Closing Reception

Contact & Sponsorship Information

For more information about conference or interested in sponsorship, please contact:

Martha Ambros
Cal-ISBOA Executive Director
12400 Ventura Boulevard, #857
Studio City, CA 91604
martha.ambros@isboa.org or 818-731-0342.

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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