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Cal-ISBOA
2025 Annual Conference

Sunday, May 4 & Monday, May 5, 2025
Claremont Club & Spa, Berkeley, CA

The Cal-ISBOA Annual Conference Committee is designing an outstanding program for independent school Business Officers, staff, and other school leaders. The conference will offer valuable perspectives and information to propel your school's strategic thinking and support the team in facilitating  smooth and successful daily operations. Join us to connect with your California colleagues to share experiences and insights and nurture  relationships with other independent school professionals operating within our state's unique regulatory, legal, and economic environment.

Preliminary Topics

The conference will feature a variety of compelling topics such as:

  • Listserv Live!: Bring your questions for an interactive session
  • Top 10 Financial Mistakes and Control Deficiencies in Private Schools: Prevention and Solutions
  • Emerging Legal Issues for California Independent Schools
  • Mastering Budgeting and Financial Dashboards
  • Financing Developments: Schools Large and Small Navigate a New Market
  • The ABCs of Boards Leading Schools to Success
  • AI in Education: A Guide for Business Officers
  • Banking Dynamics
  • Disaster Preparedness and Recovery

Hotel & Travel Information

The 2025 Annual Conference will be held at


Claremont Club & Spa - A Fairmont Hotel

41 Tunnel Rd

Berkeley, CA 94705

Room Block reservations will be available soon.

Interested in more professional development? Don't miss the HR Workshop and Facilities Workshop on Sunday, May 4!

Tentative Schedule


Sunday, May 4, 2025 

8:30am – 4:15pm                          HR Workshop (separate registration required)

9:30am – 4:15pm                  Facilities Workshop (separate registration required)

6:00pm – 7:00pm                          Welcome Reception

7:00pm – 9:00pm                          Annual Conference Kick-Off Dinner 

Monday, May 5, 2025

7:30am – 8:30am                          Registration & Breakfast Served

8:30am – 6:00pm                          Conference Sessions


2025 Annual Corporate Sponsors

Cal-ISBOA thanks our Annual Corporate Sponsors for their generous support that helps underwrite the cost of providing Cal-ISBOA members with affordable access to up-to-date professional development opportunities in a relaxed, collegial environment. Thank you!

Registration Fees

Annual Conference:

(includes sessions, breakfast, lunch, and reception on Monday, May 5)

Member Rate: $310 

Non-Member Rate: $395


Kick-Off Reception & Dinner:

(held on Sunday, May 4)

Member Rate: $125

Non-Member Rate: $175

Registration Opens Mid-February!

Cal-ISBOA accepts Visa and Mastercard (preferred) or check; we are unable to accept American Express. 

Substitution and Cancellation Policy

  • Substitutions and/or registration transfers may be made among members at the same school any time prior to the conference. Please note that dinner menu selections can only be modified until April 16.
  • Cancellation requests submitted by March 26, 2025 will be granted a full refund, less a $25 processing fee. Cancellations received March 27- April 6, 2025 will be granted a refund of 50%. No refunds will be granted after April 6, 2025.
  • Please email transfer and cancellation requests to Membership Engagement Manager Peggy Marshall at peggy.marshall@isboa.org.

Thank you to the Annual Conference Committee!


  • Natalie Morales, Director of Finance, Chandler School, Committee Chair
  • John Amussen, Vice President of Finance and Operations, Chaminade College Preparatory
  • Steve Bajc, CFOO, Chinese American International School
  • Jane Davis, Associate Head for Finance and Operations, Archer School for Girls
  • Malika Densby, Director of Finance and Operations, Brandeis School of San Francisco
  • Brian Hollis, CFO, Curtis School
  • Jennifer Macias, Director of Finance and Operations, Sonoma Country Day School
  • Jerry Mullaney, CFOO, Head-Royce School
  • Karen Ortiz, VP of Finance, Notre Dame High School of Sherman Oaks
  • Sandi Pierce, Assistant Head for Finance & Operations, Cate School
  • Keith Powell, COO, The Athenian School
  • Linda Rabitoy, Director of Finance, Mayfield Junior School

Please contact us for more information or questions:


Annual Conference Registration:

Peggy Marshall, Membership Engagement Manager 

peggy.marshall@isboa.org

818-731-0342, ext. 701


Corporate Sponsorship:

Scarlett Vanyi, Executive Director 

scarlett.vanyi@isboa.org

818-731-0342, ext. 702



HR Certification Institute’s® (www.HRCI.org) official seal confirms that Cal-ISBOA meets the criteria for pre-approved recertification credit(s) for any of HRCI’s eight credentials, including SPHR® and PHR®.



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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