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

    • 24 Jan 2020
    • 11:00 AM - 1:00 PM
    • St Francis High School, 1885 Miramonte Ave Mountain View, CA
    The South Bay Facility Manager group will be meeting at St Francis High School on Friday January 24, 2020 from 11AM to 1PM. Lunch will be provided, free of charge.

    Location: St. Francis HS, 1885 Miramonte Ave, Mountain View, CA

    Check in with the main office upon arrival and come to Study Room #1 in the Sobrato Family Learning Commons.

    Facilities Managers and Business Officers are welcome!

    RSVP to Shayne Hale: Shale@presentationhs.org

    • 27 Jan 2020
    • 4:30 PM - 6:30 PM
    • On the Thirty, 14622 Ventura Blvd #112, Sherman Oaks, CA 91403

    Dear all Valley Business Officer personnel: 

    We are already into the second half of our school year.  Before we know it, commencement will be here and then the most glorious time of year- SUMMER!

    As a way of celebrating our half way mark, and in order to support each other, share a few laughs, reinvigorate ourselves and just have some fun, the Valley Cal-ISBOA group is going to have a Happy Hour get together. 

    Here are the details:

    Valley Cal-ISBOA Get Together

    Monday, January 27, 2020

    4:30-6:30 pm

    On the Thirty

    14622 Ventura Blvd #112, Sherman Oaks

     

    RSVP to Lisa Turchan: lturchan@buckley.org

    • 29 Jan 2020
    • 10:00 AM - 11:00 AM
    • Webinar

    Tax Update for California Schools.

    Do you know if your school has maintained its tax-exempt status? The Tax Cuts and Jobs Act has created many rules for schools to follow in order to stay in compliance with regulators and maintain tax-exempt status. Join Armanino and Cal-ISBOA for a webinar to discuss the provisions directly impacting California schools.  Our presenters will review how the Tax Act can affect your policy decisions and public reporting, as well as elaborate on the provisions in question (e.g., employee parking).

    This webinar qualifies for 1 Technical CPE credit

    (Auditing & Accounting)

    Register Now

    SPEAKERS

    http://img.en25.com/EloquaImages/clients/ArmaninoMcKennaLLP/%7Bd1cf5157-8e66-4543-bae4-c3020f2ed8a7%7D_dean-new.jpg

    Dean Quiambao

    Partner, Armanino


    Matt Petroski

    Director, Armanino

    http://img.en25.com/EloquaImages/clients/ArmaninoMcKennaLLP/%7B1d08ae4e-7fa5-4ec6-afb3-4f6b54be2514%7D_Katy-Brown.png

    Katy Brown

    Partner, Armanino

    http://img.en25.com/EloquaImages/clients/ArmaninoMcKennaLLP/%7B1cd2d628-34b0-4e16-a676-e19c9bbfd8b8%7D_Martha-Ambros-cropped.jpg

    Martha Ambros

    Executive Director,
    Cal-ISBOA


    • 25 Feb 2020
    • 4:45 PM - 6:00 PM (EST)
    • Gaylord Palms Resort & Convention Center, 6000 W Osceola Pky, Kissimmee, FL 34746, Room: St. George #114
    Register

    Please join Cal-ISBOA for a relaxed, complimentary Wine and Cheese Reception between the end of the day's sessions and your dinner get-togethers. Stop by and catch up with your California colleagues. The event is open to all California school attendees.

    Room: St. George #114

    • 07 Apr 2020
    • 10:00 AM - 2:00 PM
    • Francis Parker School, 6501 Linda Vista Rd., San Diego 92111

    Join your local Business Officers and their teams for a fun and relaxed get-together!
    A big thank-you to Katherine Wardle for hosting!

    When: April 7; 10:00-2:00pm

    Where: Francis Parker School, 6501 Linda Vista Rd., San Diego 92111

    Who: Your Business Office and HR Team

    • 03 May 2020
    • 10:00 AM - 4:30 PM
    • Marriott San Mateo San Francisco Airport

    Human Resources Workshop

    There’s never a shortage of HR topics to discuss! This interactive program is designed for both new and seasoned HR professionals, as well as business officers who also wear the HR hat.  Sessions cover a breadth of HR topics from compliance (just when you think you have it figured out, California throws you another curveball) to strategic HR thinking.
    • 03 May 2020
    • 6:00 PM
    • 04 May 2020
    • 5:00 PM
    • Marriott San Mateo San Francisco Airport

    Join us for a lively kick-off dinner followed by a full day of professional development. And, check out the Pre-Conference HR Workshop held on Sunday, May 3rd!

    • 11 Dec 2020
    • 12:00 PM - 2:30 PM
    • Sens Restaurant, Promenade Level, 4 Embarcadero Center, San Francisco

    Join your colleagues for a holiday celebration.  Catch up with friends and meet new business office peers.

    • 11 Dec 2020
    • 12:00 PM - 2:30 PM
    • Ca' Del Sole, 4100 Cahuenga Blvd., Toluca Lake

    Join your colleagues for a holiday celebration.  Catch up with friends and meet new California peers.

Past events

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 San Francisco - Annual Holiday Luncheon
06 Dec 2019 Los Angeles - 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 2018 Cal-ISBOA Annual Conference & Meeting
06 May 2018 Pre-Conference Statistical Survey Workshop: Dive Deeper into Data Analysis
06 May 2018 Pre-Conference Human Resources Workshop - New This Year!
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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