Webinars

During the school year, NBOA conducts a series of webinars on Thursdays. Our goal is to bring you the latest information that is most relevant to your job in the independent school business office, in an easy and accessible format.

All webinars take place at 4:00 PM ET and are FREE to NBOA Members and $89 for nonmember schools. To learn more about these presentations, as well as the system requirements to attend, please see our Webinar FAQs.

Questions? Contact Jennifer Fallon at jennifer.fallon@nboa.org or call 202-407-7145.

Watch Past Webinars
This service is available to NBOA members only.

Spring Webinar Series

Sponsor

This series is presented with generous support from VALIC.

Gender Identity: Marriage, Work, Restrooms - What Are Your Obligations?

The explosion of social change that has occurred over the last few years has left many administrators wondering about their legal obligations regarding gender identity issues. Must schools accommodate transgender employees? What about other employees’ or students’ rights to privacy in the restroom and locker room? Hear experiences from school officials in managing these issues. Get a roadmap to understanding your school’s rights and obligations while finding ways to be as inclusive as possible.

Learning Objective: Participants will learn to identify key strategies to protect everyone's rights by examining best practices that have evolved regarding gender identity for employees and students.

Field of Study: Behavioral Ethics
Delivery Method: Group Internet-Based
Program Level: Basic

Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1

Presented by:

Speaker

Suzanne Bogdan, Regional Managing Partner, Chair Education Practice Group, Fisher Phillips

Suzanne Bogdan is the managing partner with Fisher Phillips’ Fort Lauderdale office. She also serves as chair of the firm's Education Practice Group, representing private educational institutions in employee, student and board issues, and working with many of the accrediting agencies and school associations. Bogdan’s practice includes preventive counseling, training, audits, policy reviews, drafting of contracts and defense of claims in the administrative setting, and litigation in all courts.

Working Efficiently and Effectively with Your School's Legal Counsel

Learn how independent schools can work with legal counsel as a team to reduce risk while containing costs. Learn the advantages of a process for involving counsel, including when to use counsel, limiting who has access to counsel and defining the scope of legal work at the outset. Discuss key issues such as determining who is the client, when to involve the board and preserving confidentiality. Address issues such as responding to demands from outside lawyers, communicating with parents’ lawyers, utilizing lawyers to investigate serious student or employee misconduct, and much more.

Learning Objective: Participants will learn how to control legal costs, who should be involved with legal counsel and when, and the difference between using counsel for legal representation versus an investigation.

Field of Study: Specialized Knowledge - Technical
Delivery Method: Group Internet-Based
Program Level: Basic

Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1

Presented by:

Speaker

David Hanson, Chief Financial Officer, Phillips Exeter Academy

Since January 2014, Dr. David Hanson has served Phillips Exeter Academy as its chief financial officer. Prior to that, he served Virginia Commonwealth University first as the vice president for finance and administration and then as the senior vice president and chief operating officer. Hanson is a veteran of the U.S. Army and graduated from the Judge Advocate General’s School in Charlottesville, Virginia. He holds a J.D. from Ohio Northern University, master’s degrees in education and business from the University of Florida and Emory University, respectively, and a doctorate in education from the University of Pennsylvania. He has taught classes and given presentations at universities across the country, and his articles have appeared in publications like NASPA's Net Impact Journal, The Chronicle of Higher Education, and the University of Tampa Journal.

Speaker

David Wolowitz, Director & Co-Chair of Education Law Group, McLane Middleton Law Firm

David Wolowitz serves as director and co-chair of the McLane Middleton Education Law Group in New Hampshire and Massachusetts. In this role, he advises independent schools on all aspects of risk avoidance and crisis management including employment, mental health, contract, criminal, fiduciary and tort law. He is a pioneer in applying behavioral risk management concepts to promote healthy school cultures. Wolowitz has conducted hundreds of training sessions in person and online on various topics relating to governance, enterprise risk management and student safety. He holds a J.D. from the University of Michigan, an M.A. from Harvard University and an B.A. from Washington University.

Effects of Tuition Increases on Enrollment Demand: an Updated Study by ISM, Measuring Success, and NBOA

When it comes to tuition, do you know how sensitive your families are to increases? Measuring Success and Independent School Management (ISM) conducted joint research on this question in 2011. This past fall, NBOA joined them to take another look at the issue. In the past, empirical finding suggested there was minimal (if any) relationship between tuition price and enrollment, but anecdotal sentiments abound that changes in pricing affect enrollment. Learn about the research-based findings and how to use them to guide tuition discussions at your school.

Learning Objective: Participants will gain a better understanding of what price sensitivity is by learning the results of the research, how it affects them and how to apply the results at their school.

Field of Study: Statistics - Technical
Delivery Method: Group Internet-Based
Program Level: Basic

Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1

Presented by:

Speaker

Sacha Litman, Board Chair, Measuring Success, LLC

Sacha Litman founded Measuring Success in 2003 with the belief that foundations and nonprofit organizations deserved the same quality consulting available to for-profits. Litman previously worked for McKinsey & Company and Credit Suisse and has served as director of strategy for an international nonprofit organization. He holds an M.B.A. from Northwestern University, an M.P.A. from Harvard University and a B.S. in applied mathematics from Yale University.

Speaker

Terry Moore, Head of Finance, Operations and Advancement, St. Mary’s School

Terry Moore is the head of finance, operations and advancement with St. Mary’s School in Aliso Viejo, California. Prior to that, Moore was with the ISM Consulting Team, where he consulted with schools in areas of strategic planning/strategic financial planning, effective school operations, fund raising, faculty evaluation and compensation and financial aid. Moore earned a B.S. from East Carolina University and has done graduate work at Regis University.

Beyond the Movable Wall: Applying Flexibility to School Design Today

Discussions about school design commonly arrive at the idea of flexibility, a term that often conjures an image of movable walls, destined to forever remain in one place. But applied more broadly, the concept of flexibility can have a far more meaningful impact on the ways in which a physical environment can both reflect and participate in the culture of a school. Hear specific principles and guidelines to help schools and their architects find a common language for design.

Learning Objective: Participants will learn how rethinking the distinctions between program and support spaces can promote integrated learning and student development.

Field of Study: Specialized Knowledge - Technical
Delivery Method: Group Internet-Based
Program Level: Basic

Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1

Presented by:

Speaker

Ashley Hughes, Director of Operations, Blue School

Ashley Hughes is in her ninth year with Blue School in New York City. She has been involved in many aspects of the school's growth including the development of administrative systems, operational practices, program development, event planning and design, and facilities expansion. Her overall focus has been building systems and spaces that maximize the educational experience of teachers, parents and students. Prior to joining this administrative team, she worked as a director, stage manager and production manager on theatre projects throughout New York City and brings the same approach of creative problem solving and collaboration to her work at the school. She holds a B.F.A. in Drama from New York University and an M.F.A. in Theater, Contemporary Performance from Naropa University in Boulder, Colorado.

Speaker

Ben Pell, Partner, PellOverton Architects

Ben Pell is a founding partner at PellOverton Architects, an award-winning architecture and design practice based in New York. Since 2003, PellOverton has provided innovative design and project planning services for a variety of educational clients and organizations, including Blue School, the Brooklyn Heights Montessori School, and the Urban Assembly School for Design and Construction. In 2016, PellOverton’s design for the Kennedy Child Study Center in East Harlem received a National AIA Design Award from the AIA Committee on Architecture for Education. Pell has also taught on the design faculty of the Syracuse University School of Architecture and the Pratt Institute, and was a regular member of the Yale School of Architecture faculty from 2005 to 2014. His writing on architecture has been featured in various publications, and he is the author of “The Articulate Surface: Ornament and Technology in Contemporary Architecture” (Birkhauser, 2010).

After the First 100 Days: Investing and Governance in the New Environment

The Trump administration has promised quick action on tax reform and other important regulatory issues that affect how all nonprofits, including independent schools, invest in their missions. Review actions taken by the new administration during its first 100 days and their consequences for independent schools’ financial and investment strategies. Learn about the major legislative and regulatory actions and proposals that have been announced, their effect on independent schools’ financial and investment functions, and the issues their investment committees and trustees should be discussing.

Learning Objective: Participants will learn the major legislative and regulatory actions and proposals that have been announced and their effect on independent schools’ financial and investment functions.

Field of Study: Finance - Technical
Delivery Method: Group Internet-Based
Program Level: Basic

Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1

Presented by:

Speaker

Michael Strauss, Chief Investment Strategist and Chief Economist, Commonfund

Michael Strauss joined Commonfund in 1998 and has more than 30 years of institutional financial services and investment experience. Previously, he held positions as a top-ranked chief economist and financial market strategist with Sanwa Securities, Yamaichi International (America) Inc. and UBS Securities. Strauss received the Market News Forecaster Award as the most accurate "Wall Street" economist for 1997 and has been a speaker on CNN and CNBC and, over the years, has been quoted by Reuters, Dow Jones Capital Markets, The New York Times, The Wall Street Journal and Barrons. He has been a faculty member at the Treasury Institute for Higher Education (TIHE), the Tax Institute for Colleges and Universities (TIFCU), and the National Association of College and University Business Officers (NACUBO) Conference. He holds a B.S. degree with distinction from Cornell University and a M.B.A. with distinction from New York University.

Speaker

William Jarvis, Executive Director, Commonfund

William Jarvis is the executive director of the Commonfund Institute and leads the organization's educational, research and professional development activities. He also serves as the managing editor of Commonfund's proprietary studies of nonprofit investment and governance practices. Prior to joining Commonfund, Jarvis worked with J.P. Morgan for 13 years as an investment banker in New York and Tokyo. He holds a B.A. in English Literature from Yale University, a J.D. from the Northwestern University School of Law, and an M.B.A. from the J.L. Kellogg Graduate School of Management.

CPE

NASBA Information

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.nasbaregistry.org.

Tuition Price Elasticity Report

Iceberg

Download the new report co-authored by ISM, Measuring Success and NBOA on the effect of changes in tuition pricing on enrollment demand.

The NBOA Difference