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 Rini Sarmaroy at rini.sarmaroy@nboa.org or call 202-407-7139.

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

Fall Webinar Series

Sponsor

This series is presented with generous support from SchoolDude.

Preventing Sexual Abuse on Your Campus

Preventing abuse within schools requires strong policies, a comprehensive applicant screening process and clear reporting procedures. Business officers play a vital role to ensure these mechanisms are in place and are effective. Learn specific policies you can implement to protect students and employees and to respond to incidents or allegations. Examine specific screening and selection techniques that can be used to eliminate inappropriate applicants who may have a higher chance of crossing boundaries or abusing students.

Learning Objective: Participants will learn policies to prevent on-campus sexual abuse.

Field of Study: Personnel/Human Resources
Delivery Method: Group Internet-Based
Program Level: Basic

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

HRCI

HR Certification

Credit Hours Awarded: 1

Specified Credit Hours: HR (General)

The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute's criteria to be pre-approved for recertification credit.

Presented by:

Speaker

Aaron Lundberg, President and CEO, Praesidium

Aaron Lundberg serves as president and CEO of Praesidium. In this capacity, he works with leadership of large-scale human service organizations across the United States to develop, implement and monitor abuse prevention policies and training programs. Lundberg supervises Praesidium's team of account managers and has trained thousands of direct care workers, supervisors, administrators and parents in preventing the sexual abuse of children and vulnerable adults. He holds a bachelor's degree in psychology from Texas Tech University and a master's degree in social work from the University of Texas at Arlington.

403(b) Plan Remedial Amendment Period (RAP): What Should You Be Doing?

Are you sure the day-to-day operation of your 403(b) plan matches up to the language in your current plan document? If you are not, now is the time to figure it out and take action. Under Rev. Proc. 2017-18, employers are now allowed to retroactively self-correct 403(b) plan document failures up until March 31, 2020 (the end of the remedial amendment period or “RAP”). This not only involves correcting the plan document, but correcting operational failures as well. Failures can involve not applying universal availability correctly, using incorrect compensation, or not applying IRS/plan limits to name a few. If left uncorrected, the plan could lose its tax-advantaged status resulting in immediate taxation of all participant balances.

Learning Objective: Participants will learn the how to ensure consistency between their organization's 403(b) plan documentation, and its day-to-day implementation.

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

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

Presented by:

Speaker

Kaye M. Steele, President and Founder, Access Retirement Services, LLC

Kaye Steele founded Access Retirement Services, LLC in 1997. For the last 20 years ARS has served as a third party administrator working specifically with employer-sponsored retirement plans. These include 401(k), 403(b), 401(a), 457 and multiple employer plans. ARS specializes in the design, implementation, administration and compliance of these plans. While based in Nashville, Tennessee, ARS provides consulting services to retirement plans all over the country. Steele holds bachelor's degree from Mercer University and a master's degree in business administration from Georgia College.

The Business of Enrollment Management and Financial Aid

A successful relationship between enrollment management, financial aid and the business office is integral to the overall success of your school. Learn how one school sets its policies and procedures and what happens when a decision strays from the policy. Hear how the financial aid budget is set and allocated, how metrics are used to inform these decisions and how these two offices collaborate to keep the head of school and the board informed.

Learning Objective: Participants will learn the importance of effective collaboration between the business and financial aid offices.

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

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

Presented by:

Speaker

J.T. Coats, Chief Financial Officer, The Hockaday School

J.T. Coats was appointed as chief financial officer in January 2013. She graduated summa cum laude with her B.B.A. in accounting from Texas A&M University and became a CPA in 2000. Coats also earned her masters of science in management information systems from Texas A&M University in 1998. After graduating, she worked with PriceWaterhouseCoopers as a financial auditor and systems consultant. Coats also worked both as a manager of financial data and a senior financial systems development analyst for Blockbuster Corporation. Prior to being appointed chief financial officer, she was employed by Hockaday as the school's controller (2003-2013). Coats is a trustee of the Independent Schools Association of the Southwest Group Benefits Trust and further serves as vice-chair of the board and is past chair of the benefits committee.

Speaker

Maryanna Phipps, Director of Admission and Enrollment Management, The Hockaday School

Maryanna Phipps currently serves as director of admission and enrollment management at The Hockaday School, an all-girls, Pre K-12, day and boarding school in Dallas, Texas. A graduate of Washington and Lee University, Phipps began her career in admissions at her alma mater. Before coming to Hockaday, she worked in admissions and financial aid at The Harpeth Hall School in Nashville, Tennessee. Phipps currently serves on the board of directors of the Association of Independent School Admission Professionals.

NBOA's New Data Platform: Business Intelligence for Independent Schools

NBOA launches BIIS: Business Intelligence for Independent Schools in September 2017. This platform, built by business officers for business officers, streamlines previous surveys and greatly expands benchmarking and analysis capabilities. Discover the features of the new platform and how it can provide information to help you do your job better.

Learning Objective: Participants will learn about NBOA's new data collection platform, Business Intelligence for Independent Schools.

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

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

Presented by:

Speaker

Genevieve Madigan, Vice President, Professional Development and Research, NBOA

Genevieve Madigan directs NBOA's educational programming and research initiatives including the Business Office Survey, Financial Position Survey and the Independent School Business Office Compensation Benchmark Study as well as maintaining NBOA's online Library and Toolkits. Madigan is a former business officer with 14 years of experience at a number of independent schools, including 10 years at The Gow School (NY), Alexandria Country Day School (VA), and The Chelsea School (MD). She has served as a board member for various religious and athletic non-profit organizations. Madigan holds a B.A. from The Catholic University of America and is a CPA.

Speaker

Mary Kay Markunas, Senior Manager, Member Resources and Industry Research, NBOA

Mary Kay Markunas currently serves as the senior manager, member resources and industry research at NBOA, and has over 24 years of experience supporting management teams in independent schools and Fortune 100 companies. In this capacity, she manages all of NBOA's research efforts and surveys, as well as online resources and toolkits. Prior to joining NBOA, Markunas served as the director of finance and operations at The Avery Coonley School for 12 years. She holds a B.S. from Purdue University and an MBA from the University of Michigan.

The Evolution of Business Payments in Independent Schools

A rapid evolution is taking place which is changing the business payments landscape to a more automated, simple and secure process for payers and payees. Discuss the payments landscape up to now, where payments are heading and how your school can stay ahead of the curve. Understand the challenges, such as check and ACH fraud, and all available options to modernize your supplier payments. Learn how one school has implemented an automated AP system and the discussions that led to this choice.

Learning Objective: Participants will learn ways to optimize their payments systems to ensure privacy and expediency.

Field of Study: Business Management & Organization
Delivery Method: Group Internet-Based
Program Level: Basic

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

Presented by:

Speaker

Jennifer Quindoza, Controller and Risk Manager, Collegiate School, Richmond, VA

Jennifer Quindoza has served as the controller and risk manager at the Collegiate School since 2007. The Collegiate School is a K-12 college preparatory school serving over 1,600 students. Prior to this position, Quindoza served as an audit manager at Cherry, Bekaert & Holland. She holds a B.A. in economics from the University of Virginia.

Speaker

John Zaudtke, Account Executive, Paymerang

John Zaudtke is an account executive with Paymerang. John has been working in the payments arena for the past five years to help companies solve critical business issues, improve their bottom line, and put products and services in place to streamline their current process.

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.

Registration Open for Stewarding Donor Dollars: Financial Reporting for Contributions Online Course

Online Courses

NBOA's brand new three-week course is designed for business office and advancement professionals to understand best practices related to gift reporting compliance and donor transactions, as well as enhancing the strategic partnership between the two offices to ensure long-term success.