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.

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? Please email programs@nboa.org or call 202-407-7140.

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

Winter Webinar Series

Financial Statement Presentation Challenges Under New FASB Standards

The new year may mean champagne and resolutions for some, but for business officers and school financial professionals, it brings something else: new accounting standards. FASB not-for-profit reporting requirements are changing for the first time in 20 years, and the time has come to implement the new standards. Join an experienced auditor of independent schools for a practical discussion of the implications of changes including those to net asset classes, the statement of functional expenses, functional allocation methodologies, and disclosures for liquidity and endowment funds.

Learning Objective: After viewing this webinar, attendees will learn practical tips for implementing new FASB accounting standards for school financial statements for the fiscal year ending June 30, 2019.

CPE Credit

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

Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1.0

HRCI Credit

Recommended HRCI Credits: 1.0
HRCI Category: Business

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: Business Acumen

Presenter(s)

Speaker

Joseph Blatt, CPA, Partner, BKD CPAs & Advisors

Joseph Blatt is a partner at BKD CPAs & Advisors. With over 30 years of experience in public accounting, he helps clients in the not-for-profit, healthcare and private school industries with audit and consulting services. Blatt is an active member of the New York State Society of Certified Public Accountants (NYSSCPA) Not-for-profit Committee and the New Jersey Society of CPAs Not-for-profit Interest Group. Blatt has shared his expertise on auditing, accounting and reporting at many educational events for many organizations, including NBOA and NAIS. He serves on the Finance Committee of the New York Association for Alcoholism and Substance Abuse Providers.

Safeguarding Your School's Endowment

Ivy League universities have some of the largest and most robust endowments in the industry, but should independent schools be emulating their higher education endowment models? Join endowment management experts for an updated examination of the current state of school endowments. They will dispel the myths and highlight the realities of following the Ivy League model, and will review the typical endowment management approach taken by many independent schools, highlighting pros and cons. Learn the hidden challenges and pitfalls of chasing returns and benchmarks. You’ll come away with solutions for safeguarding your school’s endowment.

Learning Objective: After viewing this webinar, attendees will learn common and uncommon negative practices in endowment management as well as solutions to common endowment management problems.

CPE Credit

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

Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1.0

HRCI Credit

Recommended HRCI Credits: 1.0
HRCI Category: Business

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: Business Acumen

Presenter(s)

Speaker

John Regan, Managing Partner and Chief Investment Officer, Permanens Capital

John Regan is managing partner and chief investment officer of Permanens Capital, a New York City-based endowment management firm overseeing $2.8 billion in assets. Prior to founding Permanens in 2011, he was a senior investment officer with Cornell University’s endowment, overseeing hedge funds, private equity and overall endowment liquidity; founder and managing partner of Steeple Capital, a $600 million equity hedge fund with offices in San Francisco and New York; and a principal and portfolio manager with Andor Capital, a $10 billion hedge fund. He has held senior investment positions with Bessent Capital, JP Morgan Fleming Asset Management and Train Smith Investment Counsel. He began his investment career at Morgan Stanley in commodity trading and equity research. Regan is a trustee of Poly Prep Country Day School, where he also chairs the Investment and Advancement Committees; a member of the Board of Advisors of Athletics at Tufts University; a member of the Advisory Board of Girls Who Invest; and an Investment Committee board member of the Salvation Army’s Endowment, Eastern Territory.

Speaker

Tom Butler, Partner, Permanens Capital

Tom Butler is a partner at Permanens Capital, where he also manages business development and marketing activities. With more than 30 years of experience in the capital markets business, most recently he was a partner and ran the sales and business development efforts in the northeast for Capital Alpha Partners, a policy research firm in Washington, D.C. Prior roles included co-founding Hanley & Associates, a boutique corporate access firm, as well as 15 years at Prudential Equity in roles including leading global institutional equity sales. He began his career in equity capital markets at Merrill Lynch. Butler has served on the board of the Salvation Army of Greater New York and was president of the Summit (N.J.) Police Athletic League.

Sexual Harassment in the Era of Viral News

News travels fast in the era of social media — a tweet, Facebook post or YouTube video can go viral in a matter of hours. How do you properly and fairly investigate sensitive allegations like sexual harassment and avoid rash judgments in this era of viral news? Join independent school legal experts to learn best practices for fair and balanced sexual harassment investigations. Prepare your school to get to the bottom of any allegation in a way that is fair to all sides, while handling outside media pressure and mitigating negative publicity.

Learning Objective: After viewing this webinar, attendees will learn top tips on how to handle sexual harassment claims in a fair and balanced manner.

CPE Credit

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

Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1.0

HRCI Credit

Recommended HRCI Credits: 1.0
HRCI Category: General

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: Ethical Practice

Presenter(s)

Speaker

Howard Miller, Labor, Employment and Education Law Partner, Bond, Schoeneck & King

Howard Miller is a labor, employment and education law partner with Bond Schoeneck & King. He represents public school districts and private universities throughout New York, providing collaborative advice on the most complex and controversial matters facing his clients. In private sector employment litigation, Miller litigates all types of employment discrimination and retaliation claims. He also represents clients in noncompete and trade secret cases and has won two significant appellate court decisions strengthening and cementing New York’s “Faithless Servant Doctrine.” Many of his cases have received media attention and have been reported in national employment law periodicals. In addition, he frequently lectures and writes articles on topics such as constitutional law, non-compete and trade secret litigation, employment and constitutional issues relating to social networking sites and various aspects of employment discrimination and education law.

Speaker

Candace Gomez, Senior Counsel, Bond, Schoeneck & King

Candace Gomez serves as senior counsel with Bond, Schoeneck & King, representing school districts, colleges, universities, corporations and individuals. She has successfully represented clients in various New York courts, along with the U.S. Department of Education, Office for Civil Rights investigations, and routinely serves as an impartial investigator regarding employee complaints involving workplace discrimination and harassment. Her investigation experience includes claims of racial discrimination, ethnic discrimination, gender discrimination, sexual orientation discrimination and sexual harassment. In addition, she helps employers prevent and avoid discrimination and harassment complaints by conducting regular anti-harassment training sessions and workshops for employees, in addition to training and workshops for supervisors regarding the proper handling of situations before they become official complaints. Gomez has conducted seminars and workshops on various education law topics, regularly writes education law articles for The Suffolk Lawyer, has been appointed to the New York State Bar Association President’s Committee on Access to Justice, and is vice-chair of the Nassau County Bar Association Education Law Committee. Her early legal training includes a prestigious internship at Rolls-Royce, North America while attending law school.

A Crisis is Coming: Is Your Board on Board?

The partnership between a school’s administration and board of trustees is essential to the school’s livelihood, yet a crisis will invariably put stress on this important relationship. A school’s ability to handle a crisis hinges in part on whether these two groups work together effectively, making advance education and planning crucial for promoting effective collaboration. Join an independent school legal expert and an experienced head of school as they explore three key organizational dynamics essential to enhancing this working relationship and ensuring crisis preparedness. Identify practical steps that can be taken in advance of a crisis to substantially mitigate stressors and safeguard the school through major issues.

Learning Objective: After viewing this webinar, attendees will be able to identify the three key organizational dynamics essential to enhancing the working relationship between the administration and board and will learn practical steps that can be taken in advance of a crisis to substantially mitigate stressors on the relationship.

CPE Credit

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

Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1.0

HRCI Credit

Recommended HRCI Credits: 1.0
HRCI Category: General

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: Ethical Practice

Presenter(s)

Speaker

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

David Wolowitz is director and co-chair of the Education Law Group at McLane Middleton. A pioneer in the application of behavioral risk management principles and strategies to promote healthy school cultures, his legal and consulting practices focus on helping independent schools protect students’ health, safety and welfare. Wolowitz has presented at many professional conferences, including the annual meetings of NBOA, NAIS and TABS, on topics including how to recognize and address the early signs of inappropriate behavior and how to respond to allegations of all types of serious misconduct. Wolowitz has practiced law for 40 years and served as general counsel for schools including Exeter, St. Paul’s and Andover. He consults with schools nationally and internationally on a wide variety of issues ranging from risk prevention to crisis response. He serves as an expert witness on the legal standard of care for independent school policies and procedures relating to the health, welfare and safety of students, and has been invited to teach trial advocacy at Harvard Law School for 29 years.

Speaker

Dale Smith, Head of School, Isidore Newman School

Dale Smith is head of school at Isidore Newman School in New Orleans. Born and raised in New Orleans, he began his teaching career as a middle school math teacher at the Collegiate School in New York City. He returned to his hometown in 1990, beginning his career at Newman as an upper school teacher of mathematics and computer science. As he transitioned at Newman from the classroom into educational leadership, his administrative responsibilities included department chair, dean of students, upper school head and associate head of school. Smith also brings to Newman previous experience as head of school at Pine Crest School, with 2,600 students and over 250 teachers on two campuses in South Florida.

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

Woman working at desk

Learn About Human Resource Compliance From Your Desk This Winter

Gain a more in-depth grasp of issues related to independent school human resources in NBOA's HR Compliance for Independent Schools online course. Intended for both human resources professionals and business officers who have oversight and responsibility for human resources, the course will help you learn to spot issues, address day-to-day human resources challenges, improve your school's policies and practices, and know when to engage legal counsel.

Recent Discussions