Business Office Team Intensive: Full Schedule

3:30pm EDT

Registration

Sunday June 10, 2018 3:30pm - 5:30pm EDT
DoubleTree Atlanta Airport 3400 Norman Berry Drive, Atlanta, GA 30344

5:30pm EDT

Reception

Sunday June 10, 2018 5:30pm - 6:15pm EDT
DoubleTree Atlanta Airport 3400 Norman Berry Drive, Atlanta, GA 30344

6:15pm EDT

Dinner & Opening Program

Join your fellow attendees as MISBO Executive Director Damian Kavanagh presents “Working/Learning Style Inventory & Bacon!” to help you get to know each other, and yourselves, a little better. This opening session engages participants in an examination of their own working and learning style, using a quick assessment tool that helps reveal likes and dislikes, things you embrace and things you avoid, strengths and challenges. You will see both your individual profile and that of your entire team so you can create an engaged atmosphere and a team that can accomplish tasks as a seamless unit.

CPE INFORMATION:
Field of Study: Business Management & Organization
Learning Objective: Participants will be able to identify how knowing the strengths of each member contributes to the success of the team.

Speakers

Damian Kavanagh

Executive Director, MISBO

Since July 2017, Damian Kavanagh has served as Executive Director of MISBO. Prior to accepting this position, Damian spent seven years as a Vice President with SAIS where he oversaw the accreditation and membership programs of the association. Damian has presented and facilitated... Read More →

Sunday June 10, 2018 6:15pm - 8:00pm EDT
DoubleTree Atlanta Airport 3400 Norman Berry Drive, Atlanta, GA 30344

Meal

6:00am EDT

Breakfast Available at Hotel

Monday June 11, 2018 6:00am - 8:00am EDT
DoubleTree Atlanta Airport 3400 Norman Berry Drive, Atlanta, GA 30344

Meal

8:15am EDT

Bus to Woodward Academy

Monday June 11, 2018 8:15am - 8:15am EDT
DoubleTree Atlanta Airport 3400 Norman Berry Drive, Atlanta, GA 30344

Transportation

8:20am EDT

Registration at Woodward Academy

Monday June 11, 2018 8:20am - 8:45am EDT
Woodward Academy 1662 Rugby Avenue, College Park, GA 30337

8:45am EDT

Welcome & Political Skills Inventory

Getting along with others is a skill that can be taught, learned, and replicated. Any time you mix people with a power structure, you have politics. This session drills down into four elemental skills that comprise the political skills matrix.

CPE INFORMATION:
Field of Study: Personal Development
Learning Objective: Attendees will be able to identify and utilize the political skills matrix to improve their team communication and empathy.

Speakers

Damian Kavanagh

Executive Director, MISBO

Monday June 11, 2018 8:45am - 9:15am EDT
Woodward Academy 1662 Rugby Avenue, College Park, GA 30337

Session

9:15am EDT

Succeeding Together: Shared Team Leadership

This session explores how teams work together, collaborate, and share leadership most effectively. In much of our work, we face situations that require the input and insights of many people. Effective teams build their strength around leveraging the capabilities of each member of the group. In doing so, the group creates a sense of inclusion and interdependence. During this interactive presentation we will consider: an expanded definition of leadership; how the world is changing and why leadership needs to change, too; what hinders team effectiveness; approaches for building a team that leverages the best of each team player; and how to continually reinforce team performance and shared leadership.

CPE INFORMATION
Field of Study: Personal Development
Learning Objective: Attendees will be able to identify common roadblocks to effective teams, new approaches to team building, and gain an understanding of expanded shared leadership opportunities.

Speakers

Mark Saine

Senior Director of Client Executive and Leadership Development, TIAA

Mark Saine is the Senior Director of Client Executive and Leadership Development at TIAA. Mark supports clients by helping them to build leaders internally that are prepared to take on increasingly complex roles and to manage the demands of a rapidly changing environment. He provides... Read More →

Monday June 11, 2018 9:15am - 10:30am EDT
Woodward Academy 1662 Rugby Avenue, College Park, GA 30337

Session

10:30am EDT

Break

Monday June 11, 2018 10:30am - 10:45am EDT
Woodward Academy 1662 Rugby Avenue, College Park, GA 30337

10:45am EDT

Speaking Truth to the Numbers

Accountants seem to speak their own language that vaguely sounds like English, but often contains collections of words that have no meaning to the lay person. Phrases like “Revenue Coverage,” “Endowment Yield,” and “Zero-Based Budgeting” might as well be hieroglyphics to the non-financial person. While accounting and finance are the language of business, often times even the simplest messages can be lost in translation. This session is designed to provide practical tips to help financial and non-financial school professionals improve their communication by finding a common language to discuss the numbers.

CPE INFORMATION
Field of Study: Communications and Marketing
Learning Objective: Attendees will be able to apply improved communication skills to both internal and external interactions with their entire school community.

Speakers

Rob Hogan

Controller, Atlanta Girls' School

Rob Hogan is the Controller for the Atlanta Girls’ School. Prior to joining AGS, he spent 17 years as a consultant specializing in forensic accounting and corporate intelligence. His clients included JP Morgan Chase, Nationwide Insurance, Amazon.com, and the Atlanta Public Schools... Read More →

Monday June 11, 2018 10:45am - 12:00pm EDT
Woodward Academy 1662 Rugby Avenue, College Park, GA 30337

Session

12:00pm EDT

Lunch

Monday June 11, 2018 12:00pm - 12:45pm EDT
Woodward Academy 1662 Rugby Avenue, College Park, GA 30337

Meal

12:45pm EDT

Walk and Talk

We will explore the science behind the idea of increased cognitive function during movement, and then put it to the test! In this session we will tackle a hot topic for independent schools while experimenting with a different way to consider and contemplate new ideas.

CPE INFORMATION
Field of Study: Personal Development
Learning Objective: Attendees will explore and experience the science behind the idea of increased cognitive function during movement.

Speakers

Damian Kavanagh

Executive Director, MISBO

Monday June 11, 2018 12:45pm - 1:45pm EDT
Woodward Academy 1662 Rugby Avenue, College Park, GA 30337

Session

1:45pm EDT

Step by Step Audit Prep

Preparing for an audit is lots of fun… said no one ever! But it doesn’t have to be a long, laborious process at year end. In this session, we will outline the auditors’ goals and explore how the accounting team can prepare documents and schedules throughout the year to satisfy these goals. We will also provide tips for preparing for changes to not-for-profit reporting.

CPE INFORMATION
Field of Study: Auditing
Learning Objective: Preparing for an audit is lots of fun… said no one ever! But it doesn’t have to be a long, laborious process at year end. In this session, we will outline the auditors’ goals and explore how the accounting team can prepare documents and schedules throughout the year to satisfy these goals. We will also provide tips for preparing for changes to not-for-profit reporting.

Speakers

Louise Mann

Controller and Director of Finance, Woodward Academy

Louise Mann, CPA has worked with independent schools for the past thirty years and she has served as the Controller and Director of Finance of Woodward Academy in College Park, Georgia since 2012. In this role, she oversees the accounting, financial reporting, and payroll functions... Read More →

Monday June 11, 2018 1:45pm - 3:00pm EDT
Woodward Academy 1662 Rugby Avenue, College Park, GA 30337

Session

3:00pm EDT

Break

Monday June 11, 2018 3:00pm - 3:15pm EDT
Woodward Academy 1662 Rugby Avenue, College Park, GA 30337

3:15pm EDT

The Road to Digital Record Keeping: One School's Ongoing Journey

The business office team from The Pine School in Hobe Sound, Florida will share their school’s journey moving from paper to digital records. From their starting point of determining need and scope, to outlining a plan for success, to the steps taken along the way, this living case study will outline how they have progressed toward their goal and demonstrate how to apply lessons learned to any size school and business office staff.

CPE INFORMATION
Field of Study: Information Technology
Learning Objective: Participants will evaluate one school's information transformation process and how those steps might be implemented at their school.

Speakers

Virginia Allen

Assistant Business Manager, The Pine School

After working in international banking for a number of years, Virginia Allen began her independent school career in 1989 as Payroll and Benefits Clerk at Moses Brown School in Providence, RI. She was promoted to Head of Operations at Moses Brown School in 1992. In 1996, she continued... Read More →

Kelly Carlson

Business Office Associate, The Pine School

Kelly Carlson has been with The Pine School in Hobe Sound, FL since January 2017 as a Business Office Associate. She holds a bachelor's degree in accounting from Everest University. Prior to joining The Pine School, Kelly worked in corporate accounting as well as freelance accounting... Read More →

Larry Pittman

Diector of Finance and Operations, The Pine School

Larry Pittman is the Director of Finance and Operations at The Pine School in Hobe Sound, FL. At The Pine School for 13 years, Larry has been a part of starting a high school and consolidating two campuses to the current K-12 campus. He has a bachelor’s degree in accounting and... Read More →

Monday June 11, 2018 3:15pm - 4:15pm EDT
Woodward Academy 1662 Rugby Avenue, College Park, GA 30337

Session

4:20pm EDT

Bus to Hotel

Monday June 11, 2018 4:20pm - 4:20pm EDT
Woodward Academy 1662 Rugby Avenue, College Park, GA 30337

Transportation

5:30pm EDT

Informal Happy Hour at Hotel Bar

Monday June 11, 2018 5:30pm - 6:30pm EDT
DoubleTree Atlanta Airport 3400 Norman Berry Drive, Atlanta, GA 30344

6:30pm EDT

Dinner on your own

Monday June 11, 2018 6:30pm - 6:30pm EDT
TBA

6:00am EDT

Breakfast available at hotel

Tuesday June 12, 2018 6:00am - 7:45pm EDT
DoubleTree Atlanta Airport 3400 Norman Berry Drive, Atlanta, GA 30344

Meal

8:00am EDT

Bus to Woodward Academy

Tuesday June 12, 2018 8:00am - 8:00am EDT
DoubleTree Atlanta Airport 3400 Norman Berry Drive, Atlanta, GA 30344

Transportation

8:30am EDT

Ethical Dilemmas in the Business Office

This interactive session will center on how to develop and communicate ethical standards and how to support those standards as a team. Paul Ibsen, former Assistant Head of School for Finance and Management at Providence Day School, and Kevin Hanson, Director of Finance and Operations with The Children’s School, will share case studies of their experiences and those of their colleagues involving scenarios where they were required to make often difficult decisions based on the ethical response.

CPE INFORMATION
Field of Study: Behavioral Ethics
Learning Objective: This session's case studies will allow attendees to evaluate their own school situations and apply possible options for an appropriate response.

Speakers

Kevin Hanson

Director of Finance and Operations, The Children's School

Since June 2015, Kevin Hanson has served as the Director of Finance and Operations at The Children's School in Atlanta, GA, which has expanded to seventh grade this year and will expand to eighth grade in 2018-19. Prior to coming to Atlanta, he was the CFO at Rowland Hall in Salt... Read More →

Paul Ibsen

Former Assistant Head of School for Finance and Management at Providence Day School

Paul Ibsen is the former Assistant Head of School for Finance and Management at Providence Day School in Charlotte, NC. Paul has over 23 years of experience working with independent schools. Prior to his career in academia and insurance, he served 13 years active duty as an officer... Read More →

Tuesday June 12, 2018 8:30am - 9:30am EDT
Woodward Academy 1662 Rugby Avenue, College Park, GA 30337

Session

9:30am EDT

Walk and Talk - Ethics

This session will allow attendees to explore a posed situational dilemma and, as a team, devise an ethical response.

CPE INFORMATION
Field of Study: Behavioral Ethics
Learning Objective: Attendees will be able to apply team-building communication skills to reach consensus.

Tuesday June 12, 2018 9:30am - 10:00am EDT
Woodward Academy 1662 Rugby Avenue, College Park, GA 30337

Session

10:00am EDT

Break

Tuesday June 12, 2018 10:00am - 10:15am EDT
Woodward Academy 1662 Rugby Avenue, College Park, GA 30337

10:15am EDT

Crossfire Session

This session will engage all attendees by posing questions surrounding emerging issues affecting independent schools. The Business Office Team Intensive faculty, along with fellow attendees, will answer these questions and discuss possible solutions. Come share your challenges along with your knowledge, and learn as a team!

CPE INFORMATION
Field of Study: Personal Development
Learning Objective: Attendees will identify and evaluate emerging issues in independent schools and discuss possible solutions with faculty and peers.

Speakers

Virginia Allen

Assistant Business Manager, The Pine School

Kevin Hanson

Director of Finance and Operations, The Children's School

Rob Hogan

Controller, Atlanta Girls' School

Paul Ibsen

Former Assistant Head of School for Finance and Management at Providence Day School

Damian Kavanagh

Executive Director, MISBO

Louise Mann

Controller and Director of Finance, Woodward Academy

Charles Maumus

Assistant Head of School for Finance and Operations, Harding Academy

Charles Maumus is the Assistant Head of School for Finance and Operations at Harding Academy in Nashville, TN. His journey started in A/P nearly 25 years ago at St. Martin’s Episcopal School in Metairie, LA before he began working in HR, operations, admissions, financial aid, and... Read More →

Andrew Phelps

Business Manager, Battle Ground Academy

Andrew Phelps has been the Business Manager at Battle Ground Academy in Franklin, TN since July 2015. He came to BGA with 14 years of experience in independent school finance and operations, having worked in nearly every aspect of the business office. He has an undergraduate degree... Read More →

Larry Pittman

Diector of Finance and Operations, The Pine School

Mark Saine

Senior Director of Client Executive and Leadership Development, TIAA

Tuesday June 12, 2018 10:15am - 10:45am EDT
Woodward Academy 1662 Rugby Avenue, College Park, GA 30337

Session

10:45am EDT

Pathways to Leadership: Deepening the Business Office Bench

This session will center on two different perspectives in the identification and development of future independent school business officers. First, a current CFO will explore how to identify promising employees and ways to provide growth opportunities for them, while sharing stories of his own personal journey within independent schools. Then an aspiring business officer will share his perspective and focus on how to identify the areas of growth and development needed to take that next step in securing the CFO or DFO position. Together, through storytelling and discussion, these perspectives will help guide attendees in both positions and provide strategies for continued development.

CPE INFORMATION
Field of Study: Management Services
Learning Objective: This session will allow participants to evaluate and apply experienced strategies to the development path to leadership for both themselves and their staff.

Speakers

Charles Maumus

Assistant Head of School for Finance and Operations, Harding Academy

Andrew Phelps

Business Manager, Battle Ground Academy

Tuesday June 12, 2018 10:45am - 12:00pm EDT
Woodward Academy 1662 Rugby Avenue, College Park, GA 30337

Session

12:00pm EDT

Wrap Up / Grab & Go Lunch

Tuesday June 12, 2018 12:00pm - 12:15pm EDT
Woodward Academy 1662 Rugby Avenue, College Park, GA 30337

Meal

12:30pm EDT

Transportation Provided to Atlanta Airport

Best to book flights departing after 2:00 pm

Tuesday June 12, 2018 12:30pm - 12:30pm EDT
Woodward Academy 1662 Rugby Avenue, College Park, GA 30337

Transportation