Business Office NOW Philadelphia

http://bit.ly/BusinessOfficeNOW

Thursday, September 29th, 2016Springside Chestnut Hill AcademyPhiladelphia, PA



Long‐Range Financial Modeling

• Learn how to use NBOA's 10-Year Financial Model for Day Schools to customize a 10-year budget forecast for your independent school.

• Discover how the tool generates charts and graphs that can easily be dropped into dashboards or other presentations for a school's leadership team or Board of Trustees.

• Watch it create real-time forecasts for tuition, enrollment, FTEs, plant replacement and more.

9:45 am – 10:15 am, with Genevieve Madigan, Vice President, Professional Development and Research National Business Officers Association



Facilitating a Secure Campus

• Examine how Episcopal Academy has integrated the Campus Safety and Facilities and Operations departments into a combined force through technology and communication.

• Learn how each department's employees are cross-trained and how the rest of the faculty and staff are encouraged to be a part of securing the campus on a daily basis.

10:15 am – 11:15 am, with Nick Mirisis, Senior Director, Marketing & Business Development, SchoolDude Mark Notaro, Director of Operations and Joseph Shanahan, Director of Campus Safety, Episcopal Academy



NBOA Resource Roundup

• Hear from NBOA staff about resources available through the association, including our signature research, live meetings, online courses, webinars, toolkits, publications and the NBOA Connect community.

• Learn how to get the most of your membership and connect with other independent school business officers and human resources professionals from coast to coast and around the world.

11:15 am – 11:45 am, with Genevieve Madigan, Vice President, Professional Development and Research National Business Officers Association



The Financial Position Survey: Five Years Later

• In 2011, NBOA began a comprehensive look at the balance sheets of independent schools. Since then, hundreds of school participate in the Financial Position Study each year. However, a core group of 189 schools have participated every year. Explore the key ratios and trends over the past five years and how the trends from this core group can be used to monitor your school's financial health.

12:30 pm – 1:30 pm, Jeffrey Shields, FASAE, CAE, President and CEO and Genevieve Madigan, Vice President, Professional Development and Research National Business Officers Association



Risk Management Overview and Update

• Address the key insurance coverage and risk management issues facing independent schools.

• Get the latest updates on best practices in school risk management. • Learn how to review core coverage areas and risk management

strategies.

1:30 pm – 2:30 pm, with Ron Wanglin, Chairman, Bolton & Company



Legal Issues in Human Resources for Independent Schools

• Learn how to appropriately assign employee classifications.• Master the art of preparing enforceable contracts.• Learn best practices for overseeing volunteers.• Find out how to easily track employees’ protected leaves.• Learn how and why to monitor employees' presence in social media

spaces.• Get trained on conducting performance evaluations

2:30 pm – 4:00 pm, Grace Lee, Vice President, Legal Affairs National Business Officers Association



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