California Independent Schools Business Officers Association

Support  |  Solutions  |  Professional Advancement

We're happy to be able to provide high-quality conferences, seminars and other events to our members.  If you have an idea for a speaker or topic, please feel free to let us know.  A Presenter Proposal Form is available from the link above.


Upcoming events

    • 08 Sep 2020
    • (PDT)
    • 01 Jan 2021
    • (PST)
    • Online
    Register

    The FMP credential covers four main courses of Facilities Management, those courses are:

    1. Operations & Maintenance Course      
    2. Finance & Business Course
    3. Leadership & Strategy Course
    4. Project Management Course
    After completing the four courses above and successfully passing four assessments, class members can then apply for the FMP credential with IFMA. Normally this program costs $1800 but IFMA has reduced their rate for Cal- ISBOA members to $1400.

    To further support our members we are creating a cohort of 12-15 class members all working towards their FMP credential. This cohort will meet weekly to support each other, review study materials and class outlines, and ensure a steady progression to completion. There is no additional charge for this study group.

    If you are interested in learning more about the FMP credential course, the Cal-ISBOA discount, and the learning support cohort, please provide your contact information by completing the registration form (it does not obligate you to the program). Registration closes November 1st.



    • 29 Oct 2020
    • 12:00 PM - 1:00 PM (PDT)
    • Zoom
    Register

    Mindful Practices and Perspectives to Renew and Recharge in Challenging Times

    In this experiential workshop, Kelly Barron, M.A., a former associate editor and staff writer for Forbes magazine and a mindfulness instructor with UCLA’s Mindful Awareness Research Center, will teach you practical skills and perspectives to develop leadership resiliency. Kelly will share evidence-based mindfulness tools to help you renew and recharge so you can respond rather than react to daily leadership challenges. The interactive session will include exercises and guided practices as well as specific techniques to use on the job to foster greater resiliency amidst challenging times.



    • 10 Nov 2020
    • 8:30 AM - 1:30 PM (PST)
    • Zoom
    Register

    Cal-ISBOA is partnering with Liebert Cassidy Whitmore to bring you an important event in November, the "California Legal Symposium." We'll focus on legal issues facing independent schools with an emphasis on California. Program topics include:

    • Employment Contracts
    • Diversity, Equity, and Inclusion
    • Legal Eagle Townhall - LCW Attorneys will discuss current legal topics in California schools
    • Legal Updates with Michael Blacher

    Your registration includes access to the symposium for two people.

    More program details below:

    8:30 – 9:30am Employment Contracts with Brian Walter and Donna Williamson

    This session will discuss the best practices in preparing employment contracts for different types of school employees, including a discussion of at-will contracts.  We will also discuss key provisions that are essential in creating enforceable employment agreements and which provisions may not be right for all schools.

    9:45 – 10:45am How to Lawfully Promote Diversity, Equity and Inclusion on Campus with Grace Chan and Heather DeBlanc

    The important work of promoting diversity, equity and inclusion (DEI) in all aspects of campus life has taken on renewed meaning as students, parents, employees and alumni look to schools to do more to foster a sense of belonging for all community members.  From DEI activities, affinity groups, vendor utilization, supplier diversity, and scholarship programs, schools are looking at ways to celebrate diversity and foster inclusivity within their communities in proactive and innovative ways.  Since these activities are often built around protected characteristics, such as race, gender or sexual orientation, if such efforts are not structured properly, they may create legal risks, including claims of discrimination, breach of contract and bullying.  They may also create community relations risks, such as concerns about promoting divisiveness and negative morale in the community. This presentation provides constructive and hands-on approaches to structuring and promoting DEI in ways that have real impact in school communities while avoiding common landmines.

    11:00am – 12:00pm Town Hall Legal Eagles with Michael Blacher, Brian WalterDonna Williamson and Grace Chan 

    Get your questions answered while learning how to deal with business, education and employment issues important to your school. Attendees will share their questions with others in the group who possibly have the same problems, concerns and issues. The questions asked will dictate where this interactive session will end up. Schools deal with a number of issues on a daily basis and it is best to be prepared. Take this opportunity to get some answers - without those pesky billable hours!

    12:30 -1:30pm Legal Update with Michael Blacher

    This presentation provides attendees with an opportunity to look back, and look ahead, at legal issues facing their schools.  Michael Blacher will cover nationwide court decisions, recently enacted California legislation, and other significant legal trends and developments.  Topics include wage and hour, labor relations, discrimination, arbitration agreements, negligence, interactive process, leaves, mandatory and suggested training, and many other topics.  This wide-ranging, interactive presentation will enhance your understanding of legal obligations and supply guidance on addressing these challenges proactively and effectively.

    Each of the sessions above is eligible for SHRM and HRCI continuing education credit.

    • 12 Feb 2021
    • (PST)
    • TBD

    The South Bay Facility Manager group will meet on February 12, 2021.

    Facilities Managers and Business Officers are welcome!

    Location: TBD

    Look for more information soon!

    RSVP to Shayne Hale: Shale@presentationhs.org

    • 09 Apr 2021
    • (PDT)
    • TBD

    The South Bay Facility Manager group will meet on April 9, 2021.

    Facilities Managers and Business Officers are welcome!

    Location: TBD

    Look for more information soon!

    RSVP to Shayne Hale: Shale@presentationhs.org

    • 28 May 2021
    • (PDT)
    • TBD

    The South Bay Facility Manager group will meet on May 28, 2021.

    Facilities Managers and Business Officers are welcome!

    Location: TBD

    Look for more information soon!

    RSVP to Shayne Hale: Shale@presentationhs.org

Past events

23 Oct 2020 Cal-ISBOA + Joffe Emergency Services: Moderated Discussion on Travel Plans and Policies
25 Aug 2020 Survey Help Session - New to the Survey Platform
21 Aug 2020 Survey Help Session - New to the Survey Platform
21 Aug 2020 South Bay Facility Manager Meeting
28 Jul 2020 California Independent School Insurance Summit
23 Jun 2020 2020 Annual Cal-ISBOA Meeting
09 Jun 2020 Serving Food in the Covid Era
04 May 2020 Armanino Happy Hour!
04 May 2020 2020 Virtual Annual Conference
03 May 2020 Pre-Conference Human Resources Virtual Workshop
24 Apr 2020 Communicating with Clarity and Confidence in Uncertain Times
23 Apr 2020 Cal-ISBOA/MISBO/PAISBOA Roundtable Viability - Stability - Sustainability: Where are you??
17 Apr 2020 Orange County/San Diego Regional Group Meeting (Now Virtual)
13 Mar 2020 South Bay Facility Manager Meeting
12 Mar 2020 San Francisco K/12, High Schools & PK-8th Regional Group Meeting
10 Mar 2020 Orange County Regional Group Meeting
06 Mar 2020 Coronavirus Emergency Update - Webinar
25 Feb 2020 The Cal-ISBOA Wine and Cheese Reception at NBOA Kissimmee, Florida
29 Jan 2020 Tax Update for California Schools
27 Jan 2020 Valley Regional Group Meeting
24 Jan 2020 South Bay Facility Manager Meeting
23 Jan 2020 Wine Country Administrators Risk Management Seminar
13 Jan 2020 Reduce Your Security Risks: G-Suite for Education and Student Data Privacy
06 Dec 2019 Los Angeles - Annual Holiday Luncheon
06 Dec 2019 San Francisco - Annual Holiday Luncheon
20 Nov 2019 Key Legal Developments for Schools in 2020
08 Nov 2019 Help Session - Using the Survey Results
25 Oct 2019 Peninsula Groups & San Jose Regional Group Meeting
24 Oct 2019 OC Business Officers Get Together
17 Oct 2019 East Bay High Schools Regional Group Lunch
07 Oct 2019 Annual Survey Closes for Data Entry
03 Oct 2019 San Francisco K12, HS and PK-8th Regional Meeting
02 Oct 2019 Final Survey Q & A
26 Sep 2019 Survey Webinar Q & A Help Sessions
20 Sep 2019 East Bay Regional Group Meeting, Coffee & Chat
03 Sep 2019 Annual Survey Opens for Data Entry
15 Aug 2019 Los Angeles/Westside Regional Group Meeting
25 Jul 2019 Earthquake Early Warning Systems - Conversation
13 Jun 2019 Peninsula and South Bay/San Jose Regional Group Summer Happy Hour
22 May 2019 San Diego/OC Regional Group Meeting
17 May 2019 Emergency Preparedness Professional Development: Business Continuity, Lunch and Learn at Sonoma Country Day School
28 Apr 2019 2019 Annual Conference & Meeting
28 Apr 2019 Pre-Conference Human Resources Workshop
11 Apr 2019 Are You Prepared for Your Next Benefits Renewal?
05 Mar 2019 The Cal-ISBOA Wine and Cheese Reception at NBOA San Diego
13 Feb 2019 Taxation of Benefits and Your Employees: Common Errors and What You Need to Know Now
07 Feb 2019 Santa Barbara Regional Group Meeting
29 Jan 2019 California Earthquake Early Warning System Update for Schools
24 Jan 2019 LA/Westside Regional Group Meeting
07 Dec 2018 Los Angeles - Annual Holiday Luncheon
06 Dec 2018 San Francisco - Annual Holiday Luncheon
06 Nov 2018 In Collaboration with Cal-ISBOA: Gallagher Business Officer Fall Seminars
29 Oct 2018 Lunch and Learn Cal-ISBOA & ATLIS: Supporting a Culture of Innovation & Digital Citizenship
12 Oct 2018 DEADLINE: Salary Survey Data Entry
05 Oct 2018 DEADLINE: General Survey Data Entry
12 Sep 2018 Statistical Survey Q & A Session via Zoom
31 Jul 2018 Making the Most of Your Cal-ISBOA Membership: ThinkHR
06 May 2018 Pre-Conference Human Resources Workshop - New This Year!
06 May 2018 Pre-Conference Statistical Survey Workshop: Dive Deeper into Data Analysis
06 May 2018 2018 Cal-ISBOA Annual Conference & Meeting
06 Mar 2018 The Cal-ISBOA Wine and Cheese Reception at NBOA Nashville
15 Feb 2018 Impact of the Tax Act on Independent Schools In California
08 Dec 2017 Cal-ISBOA Holiday Luncheons - Los Angeles & San Francisco
16 Nov 2017 Reviewing Strengths & Stretches From Recent Disasters & Leveraging The Experiences To Build Momentum Toward Safer Schools
08 Nov 2017 Cal-ISBOA Statistical Survey - Using your General Survey Results
26 Oct 2017 Legal Update and Discussion (Los Angeles)
16 Oct 2017 Legal Update and Discussion (San Francisco)
03 Oct 2017 Statistical Survey Data Enry Office Hours
26 Sep 2017 Burbank/Pasadena/Claremont/San Gabriel Regional Group Get Together
15 Sep 2017 Statistical Survey Q & A Session via Zoom
13 Sep 2017 Orange County Regional Mentor Group Breakfast
30 Aug 2017 Peninsula PK - 8 and K-12 and High Schools Regional Mentor Groups Meeting
16 Aug 2017 San Fernando Valley Regional Mentor Group Meeting
04 May 2017 2017 Cal-ISBOA Annual Conference & Meeting
04 May 2017 Survey Workshop: Making the Most of the Survey Data You Already Have
28 Feb 2017 The Cal-ISBOA Wine and Cheese Reception at NBOA Washington, DC
09 Dec 2016 Cal-ISBOA Holiday Luncheons - Los Angeles & San Francisco
04 Nov 2016 Webinar: Using the Survey Results with Measuring Success
24 Oct 2016 Risk Management: Business Continuity and the Disaster Recovery Process
24 May 2016 Important Webinar: The Big Picture of the Benefit Trust
05 May 2016 2016 Cal-ISBOA Annual Conference & Meeting
23 Feb 2016 The Cal-ISBOA Wine and Cheese Reception at NBOA Los Angeles
11 Dec 2015 Cal-ISBOA Holiday Luncheons - Los Angeles & San Francisco
18 Nov 2015 Webinar: Using the Survey Results with Measuring Success
07 Oct 2015 Webinar:CISBT Informational Meeting about Health Insurance Purchasing
01 Oct 2015 Webinar:CISBT Informational Meeting about Health Insurance Purchasing
25 Sep 2015 La Jolla - CISBT - Informational Meeting About Health Insurance Purchasing
24 Sep 2015 LA Westside - CISBT - Informational Meeting About Health Insurance Purchasing
24 Sep 2015 Pasadena - CISBT - Informational Meeting About Health Insurance Purchasing
22 Sep 2015 San Francisco -CISBT - Informational Meeting About Health Insurance Purchasing
22 Sep 2015 Santa Rosa - CISBT - Informational Meeting About Health Insurance Purchasing
21 Sep 2015 Oakland - CISBT - Informational Meeting About Health Insurance Purchasing
21 Sep 2015 San Jose - CISBT - Informational Meeting About Health Insurance Purchasing
30 Apr 2015 2015 Cal-ISBOA Annual Conference & Meeting
24 Feb 2015 The Cal-ISBOA Wine and Cheese Reception at NBOA
21 Jan 2015 Is Good Management a Bad Word
12 Dec 2014 Cal-ISBOA Holiday Luncheons - Los Angeles & San Francisco
14 Nov 2014 Statistical Survey Results Workshop with Jim Pugh - Los Angeles
13 Nov 2014 Statistical Survey Results Workshop with Jim Pugh - San Francisco
12 Nov 2014 Performance Evaluation
03 Nov 2014 PPACA Updates for Your School
29 Oct 2014 School Finances 101 - Data - It's a Game Changer
22 Oct 2014 Addressing the Americans with Disabilities Act (ADA)
16 Oct 2014 Current Trends and Questions Concerning Contracts
08 Oct 2014 Strategically Addressing HR - HR Is Not a Department
24 Sep 2014 Effective Leave Policy Webinar
08 Sep 2014 PPACA Updates for Your School
27 Aug 2014 How to Survive an IRS Audit on Your 403b Plan
13 Aug 2014 The Leader in You
04 Aug 2014 PPACA Updates for Your School
14 May 2014 Webinar: SUMMER CHECKLIST FOR SCHOOL LEADERS
14 May 2014 Webinar: Cal-ISBOA Survey: The Next Generation
02 May 2014 2014 Cal-ISBOA Annual Conference & Meeting
30 Apr 2014 Webinar: UPDATING YOUR HANDBOOK, POLICIES AND PROCEDURES
26 Mar 2014 Webinar: HOW TO MANAGE YOUR FACILITY AS CAREFULLY AS YOUR ENDOWMENT
04 Mar 2014 Wine and Cheese Reception at NBOA
05 Feb 2014 Webinar: BACKGROUND SCREENING
04 Feb 2014 Los Angeles:Risk Management - Planning and Executing International Travel and Experiential Learning Programs and Field Trips
03 Feb 2014 San Francisco:Risk Management - Planning and Executing International Travel and Experiential Learning Programs and Field Trips
22 Jan 2014 Webinar: EFFECTIVE PERFORMANCE EVALUATIONS
13 Dec 2013 Cal-ISBOA Holiday Luncheons - Los Angeles & San Francisco
14 Nov 2013 Webinar: HR Rules & Regulations CALIFORNIA 2013 Update
25 Oct 2013 Professional Development Northern California: Reverse Musical Chairs - Playing a Changing Game
24 Oct 2013 Advanced Professional Certificate: Charting a Direction for Online Learning A Certificate Course Offered by the Online School for Girls, Cal-ISBOA, and Marlborough School and Castilleja School
23 Oct 2013 Best Practices in Managing Volunteers in Independent Schools
22 Oct 2013 Survey Results Webinar with Jim Pugh from SOS
17 Oct 2013 Professional Development Southern California:Reverse Musical Chairs - Playing a Changing Game
16 Oct 2013 Leave Policy Webinar
15 Oct 2013 SOS HR Essentials - Second Series for those who missed the September start
25 Sep 2013 Affordable Solutions to Health Care Compliance (PPACA)
17 Sep 2013 SOS HR Essentials
03 May 2013 Cal-ISBOA Annual Meeting
26 Feb 2013 Wine and Cheese Reception at NBOA
12 Feb 2013 SOUTHERN CALIFORNIA Summit on School Safety
31 Jan 2013 Summit on School Safety
16 Jan 2013 The Future of Patient Protection and Affordable Care Act (PPACA)
05 Dec 2012 Webinar: Is Good Management a Bad Word?
14 Nov 2012 Webinar:Controlling Healthcare Costs
07 Nov 2012 Webinar: Security Audit
17 Oct 2012 Webinar: Conducting Investigations
12 Oct 2012 Southern California Cal-ISBOA Statistical Survey Results Meeting
11 Oct 2012 Northern California Cal-ISBOA Statistical Survey Results Meeting
03 Oct 2012 Webinar: Outsourcing HR – Good Idea?
08 Aug 2012 Webinar on 403(b) Disclosure Requirements
06 Aug 2012 Annual Statistical Survey Opens
01 Aug 2012 Webinar on 403(b) Disclosure Requirements
11 May 2012 Cal-ISBOA 2012 Annual Meeting
11 May 2012 Cal-ISBOA Spring Meeting – Southern California
26 Mar 2012 Professional Development - Facilities Program
26 Jan 2012 ISBOA Professional Development Session
24 Oct 2011 Professional Development
13 Oct 2011 Cal ISBOA Annual Statistics and Survey Meeting
23 Sep 2011 ISBOA Survey Due
06 May 2011 ISBOA 2011 Annual Meeting
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