Webinars

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.

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.

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.

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.

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.

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.

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.