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2021 Annual Conference

Apr. 26-27, 2021
Online event

Our conference planning group has designed an outstanding conference for attendees that includes learning and networking opportunities for business officers and leaders from independent schools. Attendees will leave with valuable information to help them perform the daily tasks critical to their school's smooth and successful operation, but more importantly each person will develop relationships with colleagues they can call upon when they need guidance. This unique event provides time for significant learning and important networking.

Breakout Session Descriptions

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

Day 1
April 26, 2021

Keynote Speaker: 8:45pm - 9:15pm

Ari Betof, Ed.D., Co-Founder and Partner, Mission & Data 

Reset Without Retreat -- The Path to Fall 2021
There is a light at the end of the COVID-19 tunnel, but what do schools do once they get back to daylight? For the vast majority of independent schools, a “return to normal” will come with the same vulnerabilities to market conditions, structural pressures, and organizational dynamics that put schools on shaky ground even before the pandemic. Ari Betof’s opening keynote will offer a series of takeaways to help schools reset without retreating and will be followed by opportunities for Q&A and discussion later in the conference.

Breakout Session Block 1: 9:30am - 10:30am

Campus Dining: New Service Model


We are looking ahead to the future of the on-campus dining experience! Last June we discussed the prospects for offering dining services in a COVID environment.  In the intervening 9 months, SAGE has served more than 250 schools coast-to-coast. In fact, some schools never closed. Join us as we discuss what went according to predictions - and what didn’t. We’ve learned a lot this past year! SAGE’s founders, Paco and Tina Rodriguez will share valuable lessons learned during the pandemic, and how they will inform on-campus dining in the coming year and further into the future.

Presenters: Paco & Tina Rodriguez, Founders

Reimagining the Workplace in a Post-Covid World

In the last year, the pandemic has impacted nearly all aspects of work, sparking changes in HR from recruitment to engagement. How can independent schools leverage opportunities in a post-pandemic world? How do you move forward without leaving school culture behind? Have old paradigms permanently shifted? Join moderator Ari Betof, Co-Founder and Partner Mission + Data, and a panel of HR Professionals and CFOs for this robust discussion.



Moderator: Ari BetofCo-Founder and Partner, Mission + Data

Defining Your Dollars:  Building the Proper Reserves from Within

While many schools regularly prepare for the next economic downturn, no one could have anticipated the severity and longevity of COVID-19.  Your financial reserves are more important now than ever, to possibly support families, retain staff, maintain facilities, and meet debt covenants.  There is no better time than the present to start building your reserves and begin strengthening your school to navigate the next market challenge.  Learn how to build financial flexibility and sustainability by defining reserves, establishing funding targets, and framing policies around your school’s reserve funding goals.

Presenter: Chad Christoff, Vice President, Stifel Public Finance

Breakout Session Block 2: 10:45am - 11:45am

#Trends From The Trenches

Now that the traditional financial aid season is coming to a close, it is time to share the trends we found in the trenches. We will also review the lessons learned in COVID file reviews and recommendations for the Post-COVID season to come (hopefully). We will share adjusted COVID protocol sheets as well as a sample of supplemental support shortened form for use going forward.

Presenter: Alisa Evans, Founder & Managing Partner, Mission Enrollment

Facilities: Where to Put My Money? C19 Changes That Stick

Within the past year, schools have completed many tasks of varying accommodations in response to the C19 pandemic: improving indoor air quality, changes in cleaning/sanitation procedures, staffing adjustments, creative space utilization, technological adaptation, and the list goes on. There isn’t a true one-size-fits-all as every school is different. In this session, a facilities industry leader will discuss industry successes/failures utilizing research, surveys, and interviews from independent schools and present where the trends show where leadership may consider their financial investment/commitment to permanent changes due to the C19 pandemic.

Presenters: Kevin Folsom, Director of Special Projects and Joe Rayburn, Director of Sales, Building Solutions

Business Office Efficiencies

How can you determine the efficiencies of the software tools you use in the Business Office?  Are there some software tools that might be helpful? Please join us in this discussion with an experienced Business Officer as well as from representatives of software vendors including Blackbaud Financial Edge NXT, Facts Management and Fundriver.

Presenters:
Michelle Shanks, Interim CFO, Brandeis School of San Francisco 
Heather LeVan, Solutions Engineer and Senior Sales Enablement, Blackbaud, Inc.
Roger Clark, Regional Vice President, FACTS Management
Aaron Dodson, Director of New Business Development, Fundriver, Inc

General Session: 4:00pm

Open Discussion with Ari Betof, Ed.D., Co-Founder and Partner, Mission & Data 

If the morning sessions stirred up some ideas and comments you'd like to share, or questions you'd like to ask, please join us to continue the discussion. As Independent School professionals, you are tracking multiple moving targets. Get some insight, hear from your peers and engage in conversation with Dr. Betof and your fellow attendees.

Day 2
April 27, 2021

Keynote Speaker: 1:15pm - 1:45pm

Dr. Deborah Dowling, Executive Director, CAIS

Communication Beyond the Business Office
How can members of a school's business office communicate most effectively with colleagues who may find financial topics uninteresting, confusing, or even threatening?  Dr. Dowling will suggest a framework for planning efficient and informative communications with boards, with fellow administrators, with faculty and staff, and with the parent community.  The framework uses the same principles that are used by classroom teachers to introduce students to unfamiliar ideas, and also draws on strategies for managing difficult conversations in any workplace.

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

Technology Leadership: Setting Goals and Priorities

The pandemic has proved to be an accelerator, propelling education forward in the key area of technology. 
Learn how to apply limited resources over an expanded array of concerns and responsibilities. How can technology leaders set goals and priorities for Digital Security, Training and Professional Development, Health and Safety, Infrastructure, and Virtual and in-person instructional integration? Join Tom Wildman from Knowing Technologies, and other key technologists for this robust discussion.


Moderator: Tom Wildman, Founder & Principal, Knowing Technologies
Panelists: 
Howard LevinDirector of Educational Innovation, Convent and Stuart Hall, San Francisco 
Frederic Skrzypek, Director of Technology, Laguna Blanca 
Peter Antupit, CTO, Crystal Springs Uplands School, Hillsborough

#Trends From The Trenches


Now that the traditional financial aid season is coming to a close, it is time to share the trends we found in the trenches. We will also review the lessons learned in COVID file reviews and recommendations for the Post-COVID season to come (hopefully). We will share adjusted COVID protocol sheets as well as a sample of supplemental support shortened form for use going forward.



Presenter: Alisa Evans, Founder & Managing Partner, Mission Enrollment

Reimagining the Workplace in a Post-Covid World

In the last year, the pandemic has impacted nearly all aspects of work, sparking changes in HR from recruitment to engagement. How can independent schools leverage opportunities in a post-pandemic world? How do you move forward without leaving school culture behind? Have old paradigms permanently shifted? Join moderator Ari Betof, Co-Founder and Partner Mission + Data, and a panel of HR Professionals and CFOs for this robust discussion.



Moderator: Ari BetofCo-Founder and Partner, Mission + Data

General Session: 3:15pm - 4:45pm

Legal Issues for California Business Officers with Michael Blacher, Partner, Liebert Cassidy Whitmore

It’s 2021! Time to look back on the past year with 2020 hindsight!  A pandemic and a social justice movement have grabbed the headlines, but there are also surprising and important cases from California and around the country. Wage and hour, equal pay, negligence, harassment, disability, and arbitration cases, to name just some, will remind you of other risks that require your attention. This presentation will provide a review of the most significant legal developments of the past year, an analysis of new legislation, and an assessment of what it all means for the future. Come with questions as we look back and take a peek over the horizon.

Prices

Members
$250 for up to two people

Non-Members
$325 for up to two people

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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