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2021 Annual Conference

Apr. 26-27, 2021
Online event

Our conference planning group has designed 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.


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!

Click here for sponsor resources and more information.

Preliminary Topics

Look forward to these preliminary topics at the 2021 Conference:

- Keynote Presenter, Dr. Ari Betof, Reset Without Retreat -- The Path to Fall 2021
- Reimagining the Workplace in a Post-Covid World
Campus Dining: New Service Model
- Defining Your Dollars: Building the Proper Reserves from Within
- Technology Leadership: Setting Goals and Priorities
- Keynote Presenter, Dr. Deborah Dowling, Communication Beyond the Business Office
- #Trends From The Trenches: Enrollment
- Business Office Efficiencies
- Facilities: Where to Put My Money? C19 Changes That Stick
- Legal Issues for CA Business Officers with Michael Blacher, partner, LCW

Session Descriptions

Keynote Presentations

Dr. Ari Betof, Co-Founder & Partner, Mission + Data

Dr. Ari Betof, co-founder and partner of Mission+Data is a nationally recognized expert in the area of non-profit organizational stewardship and sustainability. Ari’s consulting work draws upon fifteen years of leadership and governance experience building thriving organizations and maximizing mission-aligned revenue growth. His facility with organizational effectiveness, group dynamics, and strategic planning is paired with his proven track record of cultivating high-impact change.

Dr. Deborah Dowling, Executive Director, CAIS

Dr. Deborah Dowling is the Executive Director of CAIS, the California Association of Independent Schools. Previously Deborah held the roles of Assistant Head at Chadwick School, Upper School Director at Bridges Academy, and Director of Studies at Harvard-Westlake School. Originally from Melbourne, Australia, Deborah holds a bachelor's degree in physics and a doctorate in the history and philosophy of science. Deborah has taught a variety of subjects from kindergarten through undergraduate, including leadership training for independent school administrators.

More Information

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

HR Workshop

Facilities Workshop

Thank you to our Conference Planning Committee!

Jane Davis, CFO, Archer School for Girls - Team Chair
Jerry Mullaney, CFOO, Head-Royce School
Daniel Rothbauer, COFO, Curtis School
Steve Bajc, CFOO, Chinese American International School
Stephen Lawrence, Business Manager, Berkwood Hedge School
Sandi Pierce, Asst. Head for Finance & Operations, Cate School
Natalie Morales, Director of Finance, Chandler 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 February 28, 2021 will receive a full refund, less a $25 processing fee.
  • Cancellations between February 28 and April 2, 2021 will receive a 50% refund.
  • There will be no refunds after April 2, 2021


$250 for up to two people

$325 for up to two people

Registration Now Open!

Schedule & Agenda

Day 1
April 26, 2021

8:30am - 8:45am

Welcome and Introductions

8:45am - 9:15am

Keynote Speaker, Dr. Ari Betof, Co-Founder & Partner, Mission + Data

9:15am - 9:30am


9:30am - 10:30am

Breakout Session Round One

10:45am - 11:45am

Breakout Session Round Two


Closing Day One


General Session: Open Q&A with Dr. Ari Betof, Co-Founder & Partner, Mission + Data

Day 2
April 27, 2021

1:00pm - 1:15pm

Welcome and Introductions

1:15pm - 1:45pm

Keynote Speaker, Dr. Deborah Dowling, Executive Director, CAIS

1:45pm - 2:00pm


2:00pm - 3:00pm

Breakout Session Round Three

3:15pm - 4:45pm

Legal Update Roundup with Michael Blacher


Closing Day Two

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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