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2022 Annual Conference

May 1-2, 2022
Omni Los Angeles Hotel at California Plaza

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.

Breakout Session Descriptions

(Check back regularly! More information to come...)

Day 1
May 2, 2022

Virtual Keynote Speaker Live from Washington D.C.: 8:45am - 10:15am

Donna Orem, President, National Association of Independent Schools

Leading through Disruption: Riding the Tailwinds and Bucking the Headwinds

Cal-ISBOA is pleased to bring you this keynote presentation. Donna will join us virtually to speak about the state of independent schools as we continue to move into a post-COVID world.

We have faced a period of extreme disruption globally and are beginning to feel the aftershocks. Challenges schools faced before the pandemic, such as the declining birth rate, have only accelerated. Adults and students alike have experienced declines in all areas of thriving affecting both our students and our workforce. Amid all the uncertainty, we have an opportunity to rethink school and our business model in every way. We will explore five major forces challenging schools and outline useful frameworks for designing a winning future strategy.

Room: Bunker Hill

Breakout Session Block 1: 10:45am - 12:00pm

Hiring in a Changing Job Market

Hiring for leadership and specialized positions has never been harder, given both stiff competition within the independent school ecosystem as well as the extremely tight external job market.  But that doesn't mean schools should throw in the towel.  Even a few creative steps will increase the odds of improving the diversity and depth of your applicant pool, and ultimately give you more options when it comes to making better hiring decisions.  As panelists share their insights and we review a few case studies, you'll discover tips and tricks that will make your future hiring endeavors all the more successful.  Bring your questions or vexing problems to ask the panel during this conversational and open-dialogue session.

Gabe Lucas, Principal, 12M Recruiting
Tammi Jones, CFO/COO, TVT Community Day School
Denise Gutches, Chief Financial and Operations Officer, FilmLA
Mark McKee, Head of School, Viewpoint School

Room: Bunker Hill

Managing Your School's Cyber Risk

Schools are challenged by the ever-increasing risk of cybersecurity breaches along with the more demanding application requirements for and rapidly rising cost of cybersecurity insurance.  Add to that the resources required to assess and take mitigation and compliance measures, and schools are continuously stretched to keep up with the demands for cybersecurity. While resources vary vastly among schools, the need to evaluate and address cybersecurity is a critical risk management requirement at all schools.  We’ll hear about two schools that actively addressed these issues using two different approaches.  What are the questions you should be asking?  What are potential solutions? How can you educate your Board and Risk Management committee about the potential risk and cost of Cyber Security?  Join your peers to hear how they are addressing these issues and share your thoughts and questions.

Ron Wanglin, Chairman, Bolton & Company
Steve Tolbert, Vice President of Finance and Administration, Loyola High School
Dan Fettinger, Director of Technology, Chinese American International

Room: Museum A

Applying Equity, Equitably for Your School

Join us for an interactive panel discussion focusing on how to apply equity and inclusion in the context of Finance, Operations, Human Resources, and other Business Office functions. Panelists will share examples of issues that have arisen at their schools such as work from home, pay transparency and work spaces for different types of employees. Panelists will discuss how they are addressing these equity issues with the culture, mission, and resources of the individual school in mind. Attendees will have an opportunity to engage in conversation about these topics and take away a framework for addressing these issues in their own school.

Jessica McCullagh, Director of HR, Archer School for Girls
Jennifer Rios, HR Manager, Mayfield Jr. School
Steve Bajc, CFO, Chinese American International
Jerry Mullaney, CFO, Head-Royce School

Room: Museum B

Breakout Session Block 2: 1:45pm - 3:00pm

Ethics and the Role of the Business Officer

Join us for a discussion of the ethical matters that business officers face in their unique role as a school administrator.  We will review several case studies applying the law, ethics and practical concerns.  

Jane Davis, Associate Head for Finance and Operations, Archer School for Girls
Janet Peddy, Director of Finance, Planning, and Operations, The Webb Schools
Michael Blacher, Partner, LCW

Room: Bunker Hill

Reimagining the Employee Value Proposition Through the Lens of Equity and Self-Care

To attract and retain the best faculty and staff, independent schools must evolve their employee value proposition (EVP) to provide employees a life experience – not just an employee experience. By focusing on the features that match our employees’ needs today, Crystal developed a benefits platform that supports deeper connections, radical flexibility, personal growth, holistic well-being and shared purpose.

Diane Isola, CFO, Crystal Springs Uplands School

Room: Museum A

Top 10 Do’s and Don’ts in Getting the Most Out of Your Audit Relationship

Do you dread the idea of working with your auditor? Do you communicate with your auditor all year long or just during audit season? Learn how you can do more than just survive your audit this year. Our team will walk you through helpful tips on getting the most out of your relationship with your auditor join us!

Kathy Ferguson, CPAPartner, Armanino LLP

Room: Museum B

General Session: 3:15pm - 4:30pm

Connect & Collaborate Discussion Roundtables

We’ll wrap up the Conference with a facilitated opportunity to talk about a topic or business challenge. You will select between set topics or affinity groups. Everyone gets an equal opportunity to share their ideas, ask thoughtful questions, and provide valuable insights.The goal is to discuss a topic, share experiences, and come away with a better understanding of it than before. You will also have the opportunity to connect with a variety of colleagues, add a face to a name from the listserv, and identify resources for future collaboration.

Room: Bunker Hill




Registration is Open!

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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