2016 Business Officer Institute Onsite Program

Business Officer
Institute
June 20-24, 2016
Harpeth Hall School | Nashville, TN
Program of Events

2 2016 Business Officers Institute www.nboa.org 3
Welcome to the
2016 Business Officer Institute!
While this may be the end of the year for
independent schools, it is the start of a new career
for many of you as independent school business
officers. While others of you are here to “re-charge”
your batteries before you start another school year.
Regardless of your tenure as a business officer, I’m
pleased that you have chosen to attend this one-of-a
kind program, and I’m confident that it will provide a
solid base for your professional success.
In this five-day intensive program, you and other
business officers from around the country will gain
an overview of the dynamic portfolio of independent
school business operations. The Business Officer
Institute is like nothing else because it taps a national
network of the very best faculty and business
partners to provide insights that are current and
highly relevant. You will gain valuable skills and learn
to leverage useful tools and resources. And, over the
course of five days of learning, dining and socializing
with fellow attendees and members of your
professional learning network (PLN), you will build
important relationships that you can turn to again
and again long after the conclusion of the program.
The Business Officer Institute is a showcase for
the generosity of the national independent school
business officer community, which is committed to
your success and the success of your independent
school. So get ready to absorb a lot of information
and an abundance of collegiality, and have an
outstanding week. If there is anything that I or any
member of the NBOA staff can do to help ensure
that you have an excellent learning experience,
please let us know.
Best regards,
Jeffrey Shields, FASAE, CAE
President and CEO
NBOA
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Estes Road
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Harpeth Hall 3801 Hobbs Road • Nashville, TN 37215
www.harpethhall.org
1. Souby Hall *
n
Ward-Belmont Room
n
Cayce Room
2. McMurry Center for Arts and Athletics *
n
Frances Bond Davis Theatre
n
Marnie Sheridan Gallery
n
Morrison Gymnasium
3. Daugh W. Smith Middle School
n
Dining Hall
4. Ann Scott Carell Library
5. Jack C. Massey Center for Mathematics and
Sciences
6. Patton Visual Arts Center
n
Richards Room
7. Dugan Davis Track and Soccer Complex
8. Kirkman House
9. Hortense Bigelow Ingram Upper School
10. Bullard Gymnasium
11. Advancement / Alumnae Office
12. Athletic and Wellness Center
13. Parking
14. Parking
15. Parking
*Use the Esteswood Drive entrance when visiting Souby Hall, Marnie Sheridan
Gallery, or the Frances Bond Davis Theatre.
Campus Legend

All learning activities (Tuesday – Friday) take place at:
Harpeth Hall School
3801 Hobbs Road Nashville, TN 37215
Bus transportation will be provided between the Four Points by Sheraton
Nashville- Brentwood Hotel and the school.
THANK YOU to Harpeth Hall School for serving as host of the 2016 Business
Officer Institute!
 Follow us on Twitter @shieldsNBOA or @NBOAnet
Location Sponsors

8:15 am
Introduction and welcome remarks
Patton Visual Arts Center –
The Richards Room
Jeffrey Shields, FASAE, CAE,
President and CEO, NBOA
8:30 am
The Savvy Business Officer
The Richards Room
Faculty
Palmer Ball, Business Manager,
Spartanburg Day School
(Spartanburg, SC)
Rick Benfield, Director of Finance and
Operations, Archer School for Girls
(Los Angeles, CA)
Tom Murphy, Director of Finance
and Operations, Brookwood School
(Manchester, MA)
Donna Pacchioni, Chief Financial
Officer, Hawken School
(Gates Mills, OH)
Cindy Stadulis, Director of Finance
and Operations, Kentucky Country
Day School (Louisville, KY)
A panel of experienced business
officers will lead a lively discussion
providing information on:
n Business officer’s role and the
school calendar
n Independent school culture
n Governance, board relations, and
reporting
n How to successfully staff a
business office
Learning Objective: Participants
will learn how the business office
Monday, June 20
5:30 pm
Reception
Four Points by Sheraton Nashville –
Brentwood Ballroom
6:00 pm
Welcome dinner
Four Points by Sheraton Nashville –
Brentwood Ballroom
Meet the Faculty, NBOA staff, fellow
attendees and your professional
learning network (PLN).
6:30 pm
Guest Speaker
Donna Orem, Interim President,
National Association of Independent
Schools (NAIS)
Program
Tuesday, June 21
7:00 am
Breakfast at the Four Points by
Sheraton Nashville – Brentwood
(Breakfast is only for individuals
staying at the hotel.)
7:45 am
Buses depart for Harpeth Hall
Main lobby of the hotel
and business officer can improve
effectiveness in the culture and
organizational structure of independent
schools.
Field of Study: Specialized Knowledge
and Applications
Delivery Method: Group-Live
Program Level: Overview
Prerequisites: None
Advanced Preparation: None
Recommended CPE: 1.5
10:00 am
Break
Patton Visual Arts Center – Upper Lobby
10:15 am
Mission Meets Budget: Academic
Operations for Business Officers
The Richards Room
Brad Rathgeber, Executive Director,
One Schoolhouse
Aligning a school’s business operations
with its academic operations is
instrumental for success. Sometimes
it can seem as if the business and
academic sides speak different
languages and even have different
priorities. Examine the academic side
of the house and learn to engage in
administrative conversations about
academics.
Learning Objective: Participants will
gain a better understanding of the
relationship between the academic
operations and business operations of
a school.
and Applications
Registrants may download
presentations and materials
made available by the
presenters during the 2016
Business Officer Institute Community
on the NBOA website. This
paperless initiative is part of NBOA’s
environmental sustainability efforts.

Program Level: Basic
Prerequisites: None
11:15 am
Budgeting and Financial Modeling
The Richards Room
Learn budget tips, items with
inconsistent budget treatment and
where to use benchmarking. Review
the budget calendar and learn the
levers that drive budgets and how to
model them. Review NBOA’s Long-
Range Financial Model.
be able to identify key aspects of their
school’s budget and reporting.
Field of Study: Finance
Prerequisites: None
12:30 pm
Lunch
Upper Lobby and Lower Lobby
Hear key components of successful
facilities management. Discuss the
roles of facility manager and business
officer. Explore best practices in
facility audits and work orders,
PPRRSM funding, neighbor relations,
campus planning, safety and good
communications. Discuss and ask
questions about how to communicate
with all school constituencies about
your school’s physical assets.
will be able to identify key aspects
of successful facility management
and gain ideas about how to manage
them.
Field of Study: Specialized
Knowledge and Applications
Prerequisites: None
4:30 pm
Idea Sharing in PLNs
Various locations throughout campus
PLN Leaders
Genevieve Madigan, Vice President,
Professional Development and
Research, NBOA
Mary Kay Markunas, Senior Manager,
Member Resources and Industry
Research, NBOA
2:00 pm
Information Technology and the
Business Office
The Richards Room
Alex Podchaski, CETL, Director of
Technology, Oak Knoll School of the
Holy Child
Learn how to manage technology
more productively. From outsourcing to
improve efficiency to preventing waste
on unnecessary equipment, discuss the
pros and cons for working productively
with other campus constituencies on
technological issues.
will learn how to work with other
departments and service providers
around issues needing technological
expertise and equipment.
and Applications
Prerequisites: None
3:00 pm
Break
Patton Visual Arts Center – Upper Lobby
3:15 pm
Facilities Management 101 and
Managing Capital Projects
The Richards Room
Nick Mirisis, Senior Director,
Marketing & Business Development,
SchoolDude
Tom Murphy, Director of Finance and
Operations, Brookwood School
Day School
Faculty members will rotate between
PLNs and spend 10 minutes in
each PLN reviewing handouts or
presentations they have found to be
particularly helpful at their school.
Copies will be provided in advance in
the BOI Community.
learn about specific topics of interest
in leading an effective business office.
Prerequisites: None
Advanced Preparation: Review
presentations in BOI Community
6:00 pm
Reception and Dinner
McMurry Center for Arts and Athletics
Marnie Sheridan Gallery
8:00 pm
Buses depart Harpeth Hall School
for hotel

independent schools. Get the latest
updates on best practices in school
risk management. Learn how to review
core coverages and risk management
strategies.
will be able to identify key aspects of
school risk management and insurance
coverages that cover those risks.
Field of Study: Management Advisory
Services
Prerequisites: None
10:30 am
Break
Upper Lobby
10:45 am
Where Can I Find Help When I Need
It? Resources for Business Officers
The Richards Room
Mary Kay Markunas, Senior Manager,
Member Resources and Industry
Research, NBOA
The business officer’s job is
multifaceted, so no one knows it all...
but a smart business officer knows
where to find the answers. Learn
about the many resources available to
you. Explore NBOA resources (toolkits,
forums, library, etc.), NAIS’ DASL,
regional surveys and other tools.
learn many sources of information,
data, and policies that business
officers may need to improve
operations at their schools.
Prerequisites: None
11:45 am
PLN Lunch
Box lunch/Various locations throughout
campus
Continue discussion from yesterday.
Prerequisites: Basic
1:00 pm
The 990 and Nonprofit Financial
Reporting: A Whole New Model
The Richards Room
Jennifer Hillen, CPA, CGMA,
Controller, Harpeth Hall School
Sean Owens, CPA, Senior Manager,
Accounting and Assurance Services,
KraftCPAs
Wednesday, June 22
7:00 am
Sheraton Nashville
7:45 am
Buses depart for Harpeth Hall School
8:15 am
Discussion on Financial Aid,
Enrollment Management and
Collections
The Richards Room
Tom Murphy, Director of Finance and
Operations, Brookwood School
What is the enrollment management
process? How much of your enrollment
process should be online? Are your
financial aid processes are consistent
with industry standards? Do you have
a problem account? Learn how other
schools have met their enrollment and
student accounts challenges.
learn current ideas in re-enrollment,
enrollment management and financial
aid, as well as how other schools have
been successful in these areas.
Prerequisites: Basic
9:30 am
Risk Management Overview
and Update
The Richards Room
Cheryl McDowell, ARM, CSRM,
Vice President, Education Practice
Group, Bolton & Company
Ron Wanglin, Chairman of the Board,
Bolton & Company
Address the key insurance coverage
and risk management issues facing

FASB is on the eve of rolling out
substantial changes to the existing
model with the intent to improve the
understandability and meaningfulness
of these financial statements. Become
familiar with the proposed changes
and anticipate modifications that will
need to be made in your school’s
internal controls and financial
reporting. An overview of the Form
990 and its components will also be
discussed as well as how the new
changes will be incorporated.
learn about the upcoming changes to
nonprofit financial statements.
Prerequisites: None
2:00 pm
Leadership Assessment Using the
DiSC Personality Profile
The Richards Room
Jeffrey Shields, FASAE, CAE,
President and CEO, NBOA
Karyn Nishimura Sneath,
CEO, Npower
For 30+ years, the DISC Profile has
opened the door to understanding
dynamics that influence
communication and positive
relationships. The foundation of
success lies in understanding yourself,
understanding others and realizing the
impact of your behavior on people.
DiSC focuses on four behavioral
dimensions including D: Dominance,
I: Influence, S: Steadiness and C:
Conscientiousness. How can you use
this information to be more successful
in your role as a leader in your school?
Explore this concept through case
studies.
learn their leadership qualities through
the use of the DISC personality profile
in order to showcase their leadership
style at their independent schools.
Field of Study: Personal Development
Prerequisites: None
Advanced Preparation: Completion
of the DiSC profile sent via email
4:00 pm
Bus Departs Harpeth Hall School
for hotel
5:30 pm
Bus departs hotel for downtown
Nashville
9:00 pm
Bus departs downtown Nashville
for hotel
Thursday, June 23
7:00 am
Sheraton Nashville
7:45 am
8:15 am
Communicating Financial
Information Successfully
The Richards Room
Day School
Communicating financial information
can be a challenge. It’s important
you know your audience. Come
learn and share ideas on effective
models to communicate your financial
information effectively, either to your
board or to your Faculty and staff.
will learn different modes to present
financial information clearly and
effectively.
Field of Study: Business Management
and Organization
Prerequisites: None
9:30 am
Endowment Management
The Richards Room
Ross Nelter, Vice President, Fund
Evaluation Group (FEG)
Phillip A. Scherrer, CFA, CAIA, Vice

President, Fund Evaluation Group
(FEG)
Do you have an endowment but are
not sure of the best practices for
managing it given today’s volatile
markets? Learn important insights
that will help you contribute to your
Investment Committee meetings given
today’s opportunities and risks.
will learn the basics of endowment
management.
Prerequisites: None
10:45 am
Break
Upper Lobby
11:00 am
Concurrent Sessions – choose from
the following 2 sessions:
Issuing and Managing Debt: What’s
Right for Your School?
Patton Visual Arts Center – Art History
Lecture Room (lower level)
Chuck Procknow, Executive Vice
President, George K. Baum &
Company
Chad Christoff, Vice President,
Education & Nonprofit Group, George
K. Baum & Company
Review current trends in loan and
bond financing structures. Explore the
risks and pitfalls that other schools
have experienced with debt. Learn
how to work effectively with banks and
bankers. Understand what covenants
and commitments are involved in
borrowing funds.
will learn the basics of debt issuance
and management in the current
environment.
Prerequisites: None
Current Issues in Retirement Plans
and Fiduciary Responsibilities
The Richards Room
Moderated by:
Ben Lewis, Senior Managing Director,
TIAA
Suzanne Spunzo, Director,
Institutional Relationships, TIAA
Panel:
Jeff Cimini, Managing Director, TIAA
Gary Mauger, Managing Partner, New
Pinnacle Consulting Group
The field of retirement benefits
continually changes and it is a
challenge for business officers to
stay up to date. Catch up on recent
regulatory changes and learn how to
find resources to effectively manage
employees’ retirement benefits. The
second half of the session will include
an open discussion where attendees
can ask their questions on retirement
and plan design for input from the
panel.
learn recent and upcoming issues
they can expect to manage with their
schools’ retirement plans.
Field of Study: Taxes
Prerequisites: None
12:00 pm
Lunch
Upper Lobby and Lower Lobby
1:15 pm
Legal Issues in Human Resources for
Independent Schools
The Richards Room
Grace Lee, Vice President, Legal
Affairs, NBOA
You have a multitude of roles, including
a major one when it comes to human
resources. This presentation will help
you find your motivation when facing
legal issues that are often perplexing
and counterintuitive. Dealing with the
appropriate classification of employees,
preparing enforceable contracts, over-
seeing volunteers, tracking protected
leaves, as well as employee presence
in social media spaces and partici-
pating in performance evaluations,
may feel like daunting tasks but this
workshop will help you get on top off
what you need to know.
learn current trends in legal issues for
independent schools.

Field of Study: Personnel/HR
Prerequisites: None
12:15 am
Break
Upper Lobby
2:30 pm
The Legal Side of the Business Office
(IT, Risk Management, etc.)
The Richards Room
Grace Lee, Vice President, Legal
Affairs, NBOA
The business office handles a wide
range of legal issues. Discuss what
you need to know about BYOD
policies, student bullying and
harassment, child abuse reporting
and appropriate boundaries between
students and adults. Also discussed
will be tuition management issues and
background checks. Learn to spot
issues, reduce your schools’ risk and
when you need to call your attorney.
learn current trends in legal issues for
independent schools.
Prerequisites: None
3:45 pm
Breakout Sessions with PLNS
Various locations throughout campus
Discuss topics of interest, wrap-up of
week.
Prerequisites: None
4:30 pm
for hotel
6:00 pm
Buses depart from hotel for Harpeth
Hall School
6:30 pm
Closing reception and dinner at
Harpeth Hall School
Daugh W. Smith Middle School Dinning
Hall and patio
8:30 pm
Buses depart for hotel
NBOA is registered with the National Association of State
Boards of Accountancy (NASBA) as a sponsor of continuing
professional education on the National Registry of CPE
Sponsors. State boards of accountancy have final authority
on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be submitted to the National
Registry of CPE Sponsors through its website: www.learningmarket.org.

Friday, June 24
7:00 am
Breakfast at Four Points by Sheraton
Nashville
8:00 am
Buses depart for Harpeth Hall School
Main lobby of the Four Points by
Sheraton Nashville
8:30 am
The Head of School and Business
Officer Partnership
The Richards Room
Moderated by:
Genevieve Madigan, Vice President,
Professional Development and
Research, NBOA
Stephanie Balmer, Ed.D., Head of
School, Harpeth Hall School
Anne King, Director of Finance and
Operations, Harpeth Hall School
Hear best practices and real life
experiences from a head of school
and business officer who understand
the importance of this strategic
relationship. Discuss these critical
school roles and their responsibilities
through case studies and examples.
Develop a greater understanding of
each role’s perspective and how the
two can work more effectively together.
learn how to manage the strategic
relationship between the head of
school and the business officer.
Prerequisites: None
9:45 am
Break
Upper Lobby
10:00 am
Faculty Roundtable
The Richards Room
Faculty and NBOA Staff
Enjoy a roundtable discussion on
selected issues. Address lingering
questions and make sure all the pieces
are connected. Return to your school
with all the information you need.
discuss and learn from challenges
and successes experienced by other
independent school business officers.
Prerequisites: None
11:30 am
Box lunches to go

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