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 as an independent school professional, in an easy and accessible format.

Unless otherwise noted, all webinars take place at 3:00 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? Please email programs@nboa.org or call 202-407-7140.

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

This series is presented with generous support from FACTS.

Spring Webinar Series

FREE Webinar

Brought to you by The Enrollment Management Association (EMA) and NBOA

The Essential Partnership: Your CFO and Financial Aid Officer

Join members of the ALC Faculty as we explore the essential relationship between your business office and your enrollment office.

Mark Mitchell, Vice President, NAIS, will welcome us and provide an overview of our time together.

Christian Donovan, Director of Enrollment Management and Strategic Research, Head Royce School, and Jerry Mullaney, Chief Financial Officer, Head Royce School, will talk about how they built their relationship and provide a working case study.

Breakout Rooms will be utilized for deeper discussions and share outs.

Special Add-On Webinar

Using FY20 & 21 Annual Fund Data to Refine Your FY22 Budget Forecast

CASE     NAES

Jennifer Hillen, Chief Learning Officer (NBOA) and Ann Snyder, Director, Independent and International Schools, Council for Advancement and Support of Education (CASE) will review the Council for Advancement and Support of Education Pulse Survey on Annual Giving in FY 21, as well as other surveys from the past year. They will explore what the data means for schools right now and what it may – or may not – tell us for FY 22. Before your budgets and goals are finalized in May, make sure you take a critical look at what’s happening around the country in annual giving and parent and alumni participation. They will also look at both anecdotal and statistical trends that will likely impact advancement work in the next 12-18 months.

Learning Objective: Participants will learn information related to current annual giving trends and how to use the information to augment their own school's data. Participants will learn how to incorporate the data into their FY22 budgets.

CPE Credit

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

Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1.2

HRCI Credit

Recommended HRCI Credits: 1.0
HRCI Category: HR Business

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: Business Acumen

Presenter(s)

Speaker

Jennifer Osland Hillen, CPA, CGMA, Chief Learning Officer, NBOA

Jennifer Osland Hillen, CPA, CGMA, is NBOA's chief learning officer. She serves as a strategic partner to the president and CEO and leads the staff team charged with delivering the association’s broad and diverse portfolio of programs, industry guidance, and resources to members and constituents across multiple delivery channels, including many partnerships with other associations serving independent schools. She serves the NBOA Board of Directors’ Diversity, Equity & Inclusion task force and leads NBOA’s volunteer Business Officers Council, in addition to serving as a subject-matter expert on finance, accounting, tax, and other independent school business, operations, governance, and legal matters important to independent school practitioners and leaders. Hillen also serves on the teaching faculty for the Master of Education in Independent School Leadership program at Vanderbilt University’s Department of Leadership, Policy & Organizations at Peabody College.

Speaker

Ann Snyder, Director, Independent and International Schools, Council for Advancement and Support of Education (CASE)

Ann Snyder is CASE’s Director of Independent Schools. Prior to joining CASE, she was Director of External Affairs at Stuart Hall School in Virginia. She has more than a decade of experience in student and family marketing, school leadership, enrollment, fundraising, and external affairs. While at Stuart Hall, she brought a corporate sensibility and entrepreneurial mindset to increase revenue by nearly 20% in her first three years, further the school’s mission, streamline the school’s external offices, manage and direct international enrollment and fundraising strategy, and develop strategy for the school’s first significant marketing efforts. In her role at CASE, Ann serves as the industry insider, expert, and thought-leader for schools globally. Professional facilitation and speaking engagements include serving as a key speaker and collaborator for the Canadian Association of Independent Schools, the National Association of Independent Schools (US), the Association of American Schools in South America, and regional associations throughout the United States.

Advancing DE&I Dialogue Through Vendor Partnerships

Independent schools are striving daily to navigate and strengthen their commitment to diversity, equity, and inclusion values within their communities. But the commitment to advancing DE&I work should not stop there. Learn how Sodexo has worked with independent schools and industry associations to bring DEI to the forefront of their conversations and the services they provide. Take away actionable strategies you can implement at your school to elevate your DEI efforts.

Learning Objective: Participants will gain an understanding of how Sodexo is incorporating DEI into every aspect of their business and how to advance DEI with the vendor relationships at their own school.

CPE Credit

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

Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1.2

HRCI Credit

Recommended HRCI Credits: 1.0
HRCI Category: HR (General)

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: Relationship Management

Presenter(s)

Speaker

Jodi Davidson, Sodexo, Vice President, Global Diversity & Inclusion

With 25 years of experience in Diversity & Inclusion and Human Resources, Jodi possesses a vast knowledge and understanding of the critical function inclusion and diversity play in today’s increasingly volatile and competitive landscape. Jodi consults with business and human resources leaders to provide insights, resources and actions that foster a more diverse, equitable, and inclusive culture. She partners with stakeholders to co-create globally relevant talent, pipeline and engagement strategies including work/life flexibility, cultural agility and leadership development frameworks. Jodi’s personal mission is to help people realize their potential and thrive. She is a known thought leader in mentoring and flexibility practices, holds a master’s degree in Human Resource Development and is a certified leadership coach.

Speaker

Sherry Ephraim, National Director of Business Development and Retention, Sodexo

Sherry Ephraim serves as national director of business development and retention for Sodexo Independent Schools. Ephraim has over 18 years of business development, account management and retention experience in the foodservice and facilities management industry. In her role, she leads the sales process and works in tandem with Sodexo leaders to develop customized food service and facilities management service aligned to their client’s mission, strategic goals, and initiatives. As a champion of advocating for the implementation of DE&I initiatives throughout her professional journey, she is excited to facilitate the conversation on Advancing Diversity, Equity and Inclusion Dialogue Through Vendor Partnerships.

Speaker

Crystal Raphael, Director of Diversity, Equity, and Inclusion, Lake Highland Preparatory School

Crystal Raphael has served in various capacities (Admission, Advancement, Human Resources, and the Strategic Planning Committee) at Lake Highland over the last four years. With extensive experience in human resources, business management, and education, Crystal’s current role is the perfect culmination of 20 years of hard work and dedication. In this new role, she shares, “I now work with faculty, staff, and students, ensuring that everyone can – and will – bring their authentic selves to the table, and that their uniqueness is respected and valued. A great deal of my work is encouraging the alignment of heads and hearts.”

Speaker

Aaron Wagner, Sodexo District Manager Midwest

A Seattle native, Aaron moved with his wife and son to Chicago to join Sodexo, leading operations in Universities and now Independent Schools. His unique and diverse background leading sales and operations in a variety of industries – from the arts to industrial supplies – has helped bring new approaches and innovations to the Midwest Market. He empowers his team to challenge the status quo and develop winning solutions for their clients. After partnering with clients such as Wayland Academy to successfully reopen schools amidst the COVID crisis of 2020, Aaron is looking to build recovery models with our partner schools.

Can You Hear Me Now? Strategies for Effectively Communicating School Financial Information

Establishing a solid working relationship between an independent school’s business and communications offices enhances communication about operational drivers and fiscal priorities with your board, the internal school community, and parents. Understanding your audience, tailoring your message to meet the needs of the constituents, and communicating in a clear and direct manner will improve your ability to deliver the intended message, especially when it comes to financial and operational transparency. Learn how Westover School has adapted its communication channels to deliver timely information and address the challenges associated with school finances and operations over the past several years.

Learning Objective: Participants will gain strategies for communicating financial information to various audiences at your school and how to tailor the message to the needs of constituents.

CPE Credit

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

Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1.2

HRCI Credit

Recommended HRCI Credits: 1.0
HRCI Category: HR Business

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: Communication

Presenter(s)

Speaker

Thomas Gorman, Chief Operating Officer, Westover School

During his nearly 28-year career as an auditor, Thomas Gorman has worked with a variety of educational, non-profit, and governmental entities. He made the transition from public accounting to private industry in 2016 and now serves as the chief operating officer at Westover School in Middlebury, CT. In this capacity, he oversees the finance, accounting, investment management, facilities and information technology needs of the school. He also serves as the chief risk officer. Gorman earned his Bachelor of Science in business administration from Georgetown University.

Speaker

Lauren Castagnola, Chief of Staff, Westover School

Lauren Castagnola is currently chief of staff at Westover School, serving as a strategic advisor to the head of school and primary liaison between the school and the board of trustees. She also oversees the administrative, communications and marketing functions of the school, and as COVID coordinator. Prior to this role, Castagnola worked at a marketing and communication agency, as well as in higher education in both fundraising and alumni relations roles. She also served as director of annual giving and constituent relations at Westover School from 2012 to 2014. Lauren earned her bachelor’s degree in marketing and recently her master’s degree in organizational leadership, both from Quinnipiac University, where she also serves as an advisory board member to the People’s United Center for Women & Business.

Designing Heads’ Contracts That Hardwire Best Practices

Executive compensation is complex, and a strong contract with your head of school is critically important to their success and that of the school. Supporting your board in negotiating a contract with your head of school requires compliance with executive compensation regulations for tax-exempt organizations as well as balancing the school’s relationship with the head against the school’s obligations to families and the mission. Learn to identify the school’s needs and insert elements into the head’s contract to motivate your head and build a stronger relationship.

Learning Objective: Participants will learn to structure the head of school’s contract in a legally compliant manner while introducing clauses that encourage best practices in the head’s job performance.

CPE Credit

Field of Study: Business Law
Delivery Method: Group Internet Based
Program Level: Basic

Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1.2

HRCI Credit

Recommended HRCI Credits: 1.0
HRCI Category: HR Business

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: Business Acumen

Presenter(s)

Speaker

Caryn Pass, Chair, Education Practice, Venable LLP

Caryn Pass has represented independent schools for over 25 years. As chair of Venable’s Education Practice, she advises over 200 schools nationwide on a wide range of legal issues. She tracks trends specific to independent schools and develops industry best practice. Ms. Pass works with schools on legal issues raised by students, parents, employees, trustees, donors, alumni, neighbors, and vendors by establishing policies, procedures, and strategies that promote positive working and learning environments while limiting potential liability exposure. A problem solver and strategic thinker, Ms. Pass helps avoid liability while meeting the needs of the school. Ms. Pass works on documents utilized by independent schools, including employment, enrollment, and contractor agreements. She advises on the proper use of technology and social media, wage and hour compliance, employee and student discipline, admissions, investment, and financial issues, FMLA, performance evaluation design, and employee termination. She conducts investigations involving students, employees, and other members of the school community. In addition, she reviews employee and student handbooks, develops emergency preparedness plans and works with experts in the assessment of campus security. Ms. Pass designs and reviews by-laws and governance policies and works with boards to establish good governance. Ms. Pass is well known for her commitment to mentoring, supporting, and developing the next generation of independent school leadership and assists in developing transition plans and strategies for ensuring the new head’s success. She drafts and designs head of school employment contracts and advises on the intermediate sanctions process. Ms. Pass presents to schools on a variety of topics, including hiring, harassment prevention, manager training and appropriate student boundaries. Ms. Pass presents at NBOA and NAIS annual conferences and before regional and professional associations.

Speaker

Grace Lee, NBOA Legal Counsel and Partner, Education Practice, Venable LLP

Grace Lee is a partner with Venable, LLP in the Labor and Employment Practice. Lee is an independent school law attorney whose practice focuses on employment law, risk management and other compliance and regulatory matters that impact independent schools and nonprofit organizations. Lee has extensive experience helping schools implement compliant policies and adopt preventative strategies, and she has defended schools against claims regarding employment discrimination, harassment, retaliatory discharge, and wage and hour violations before administrative agencies and federal and state courts. She previously served as NBOA’s vice president, legal affairs. Lee holds a J.D. from The George Washington University Law School and a B.A. from Northwestern University.

CPE

CPE 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.

SHRM

SHRM Information

NBOA is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). Webinars that have met SHRM's criteria to be pre-approved for recertification credit will be noted above. For more information about certification or recertification, please visit www.shrmcertification.org.

HRCI

HRCI Information

NBOA is a recognized provider of recertification credits. Webinars that have met the HR Certification Institute's criteria to be pre-approved for credit towards aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification will be noted above.

Featured

Cover of Financial State of the Industry

Just Released: Financial State of the Industry BIIS Financial and Operational Indicators: 2019-2020

The only research study based on the audited financial statements of independent schools, the Financial State of the Industry draws on data from hundreds of NBOA member schools collected in the BIIS platform. This report considers financial and operational data from the singular 2019-20 school year, which ended with remote instruction for most independent U.S. schools. Changes in schools’ financial health occurred both before the COVID-19 pandemic and as a result of it.

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