Learn without leaving your desk.
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.
Please email programs@nboa.org or call 202-407-7140.
Watch Past Webinars
This service is available to NBOA members only.
Registration for the Fall Webinar Series will open in August. Check back here for more details.
This series is presented with generous support from ISM.
Thursday, January 23, 2020 — 4 PM ET
Are you a strategic CFO or a bean counter? Compare and contrast the two approaches to being a business officer and find out compelling reasons why a strategic leadership approach will better serve schools today and in the future. Learn how to pivot from the day-to-day minutiae of financial management to thinking both strategically and globally. Walk away with specific action steps you can take to be more strategic as a business officer.
Learning Objective: Participants will learn about the key attributes of a strategic chief financial officer.
Field of Study: Leadership and Governance
Delivery Method: Group Internet Based
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1.2
Recommended HRCI Credits: 1.0
HRCI Category: HR (General)
SHRM PDC Credit: 1.0
SHRM BoCK: Leadership and Navigation
Brett Fuhrman, Chief Financial Officer, Carolina Day School/Principal Consultant, Parke Consulting Group LLC
Brett Fuhrman is the chief financial officer of Carolina Day School, a PK-12 day school in Asheville, North Carolina. He is also the founder and principal consultant of Parke Consulting Group. Fuhrman has spent his career driving and shaping change in organizations through the development and implementation of strategic initiatives. He has worked as a corporate turnaround consultant and as CFO/COO of an urban public school system as well as for three independent schools. He has consistently led organizations to a greater position of financial strength through cost savings initiatives and operational improvements.
Thursday, February 6, 2020 — 4 PM ET
As a not-for-profit entity, most independent schools are exempt from income tax. However, that doesn’t mean that they’re exempt from all taxes. Certain revenue-generating activities that are not substantially related to the school’s mission may be subject to unrelated business income tax (UBIT). How does a school determine which activities fall under this purview? Tax experts will outline which factors to consider when determining if an activity produces unrelated business income. Hear common examples and exclusions of unrelated trade or business activities in schools and review filing requirements.
Learning Objective: Participants will learn how to recognize unrelated business income and understand its implications for both a school’s businesses and investment activities, as well as how to determine exclusions, modifications and exceptions to unrelated business income. Participants will learn to recognize the rules for deducting expenses in determining unrelated business taxable income as well as filing requirements.
Field of Study: Accounting
Delivery Method: Group Internet Based
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1.2
Recommended HRCI Credits: 1.0
HRCI Category: HR (Business)
SHRM PDC Credit: 1.0
SHRM BoCK: Business Acumen
Wendy Campos, Partner and Tax Leader, Foundations and Exempt Organizations, Moss Adams
Wendy Campos has been working in public accounting since 2000 and focuses primarily on tax-exempt organizations, including foundations (both private and public), higher education institutions, hospitals, credit unions, trade associations, and other not-for-profit organizations. Campos advises a wide variety of clients, providing compliance and consulting on unrelated business income, alternative investments, obtaining and maintaining tax-exempt status, deferred taxes, and much more. She is a certified public accountant and received her B.A. in accounting from Linfield College.
Colleen Ramires, Senior Tax Manager, Moss Adams
Colleen Ramires has been working in public accounting for over 10 years and focuses on health care providers, private and public foundations, credit unions, social services organizations, educational institutions and associations. Ramires advises a wide variety of clients, providing compliance services and consulting in areas such as unrelated business income, impacts of the Tax Cuts and Jobs Act, entity structuring, public support planning and employee compensation and benefits. She is a certified public accountant and received her B.A. in accounting from Central Washington University.
Thursday, February 20, 2020 — 4 PM ET
Schools invest time and money every year to attract and hire new faculty members. But ad hoc internal processes and limited proactive recruitment often limit schools’ ability to hire effectively. Researchers from EAB, an educational consulting firm, will explore best practices for creating a standard, evidence-based hiring process that focuses on identifying and assessing the criteria that matter most. Hear about lessons and tactics to help schools hire top talent that fits the culture of the school.
Learning Objective: Participants will learn best practices for creating a standard, evidence-based faculty hiring process and how to apply those lessons to hiring across the school.
Field of Study: Personnel/Human Resources
Delivery Method: Group Internet Based
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1.2
Recommended HRCI Credits: 1.0
HRCI Category: HR (General)
SHRM PDC Credit: 1.0
SHRM BoCK: HR Knowledge: Recruitment and selection techniques
Pete Talbot, Managing Director, Research, EAB
Pete Talbot serves as the program lead for EAB’s District Leadership Forum and Independent School Executive Forum. Previously Talbot led EAB’s higher education research programs including the Enrollment Management Forum and the University Systems Forum. He also served in The Advisory Board Company’s Talent Development division, providing leadership and management training for a wide variety of constituencies at hospitals and healthcare systems. In previous roles, he served as a curriculum designer and trainer working with students and teachers from across the United States and the world. Talbot holds a bachelor’s degree in international relations from the University of Delaware.
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.
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.
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.