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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 gain valuable perspectives and information to propel their school's strategic thinking as well as to facilitate critical, 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.

SCROLL DOWN to the bottom for the full schedule.

2023 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 2023 Conference:

  • The Role of the Business Office and DEIB
  • Pay Transparency: Spring 2023 Update
  • Listserv Live - Bring Your Questions to San Francisco.
  • Entitlements Process: What is the CFO's Role?
  • Comprehensive Financial Modeling:  The Actual ‘Plan’ behind the Campus Master Plan
  • Creative Solutions to Rising Health Insurance Costs
  • Preventing Sexual Abuse and Preserving Trust: Protecting Students and Schools

Keynote Speaker

Gail Finger (she/her/hers)Wendy Ryan, Chief Executive Officer, Kadabra

Leading Schools to Success the Learn Lead Lift Way

Through the lens of putting people first, adapting to VUCA-style change (Volatility, Uncertainty, Complexity, and Ambiguity), and anchoring to authenticity, Wendy will talk about the mindsets, skill sets and behaviors that will define great leadership in independent schools for the next several decades.  Understand how to spot the barriers or derailers in yourself and others that hold people back from being a great leader today. And learn practical strategies to overcome them.  Not only will you take away valuable new insights and an action plan to elevate your leadership - you’ll walk away energized and inspired to help others do the same.

Session Descriptions

More Information

The 2023 Annual Conference will be held at the newly renovated and restored Beacon Grand Hotel at Union Square in San Francisco.  Click the button for more information.

Beacon Grand Hotel

Book Your Room

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

HR Workshop

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

Jerry Mullaney, CFOO, Head-Royce School

Cancellation Policy

  • Substitutions and/or transfers of registration from the same school may be made any time prior to the conference. Contact Scarlett Vanyi in writing to make arrangements for a transfer. Cancellations by March 15, 2023 will receive a full refund, less a $25 processing fee.
  • Cancellations between March 15 and March 31, 2023 will receive a 50% refund.
  • There will be no refunds after April 1, 2023

Registration Fees



Schedule & Agenda

Day 1
April 30, 2023

6:00pm - 7:00pm

Cocktail Reception

Room: The Salon

Registration will be to the left of The Salon.

7:00pm - 9:00pm

Celebratory Opening Dinner

Room: Grand Ballroom

Day 2
May 1, 2023

7:30am - 8:30am

Registration and Breakfast

Registration will be in the Grand Ballroom foyer on the second floor.

8:30am - 8:45am

Welcome and Introductions

Room: Grand Ballroom

8:45am - 10:15am

Keynote Speaker, Wendy Ryan, Chief Executive Officer, Kadabra

Room: Grand Ballroom

10:45am - 12:00pm

Breakout Session Round One

12:00pm - 1:30pm

Annual Meeting and Lunch

Room: Grand Ballroom

1:45pm - 3:00pm

Breakout Session Round Two

3:15pm - 4:30pm

Breakout Session Round Three

4:30pm - 5:30pm

Cocktail Closing Reception

Room: The Salon

Contact & Sponsorship Information

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

Scarlett Vanyi
Cal-ISBOA Executive Director
1420 E. Roseville Parkway, Suite 140-369
Roseville, CA 95661 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

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