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 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.
Sponsor

This series is presented with generous support from First American.

Fall Webinar Series

Endowment Management in a Post-COVID World

In the past six months, we have witnessed a historic market sell-off and rally. Now, markets are touching all-time highs in stocks, bonds and gold — but why? This webinar seeks to untangle this question by conceptualizing the recovery in relevant asset classes while clarifying the disconnect between the strong capital market and a downturn in the economy. Industry experts will provide more context for these extreme market moves as business officers and investment committee members seek to find stability during this increasingly unpredictable time.

Learning Objective: Participants will learn strategies for long term preservation of investment capital in light of the pandemic and how to hold relevant discussions within the school’s investment committee.

CPE Credit

Field of Study: Economics
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: Business Leadership

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: Business Acumen

Presenter(s)

Speaker

Connor Carew, Investment Associate, Permanens Capital Partners

Carew is an investment associate at Permanens Capital Partners, a discretionary investment manager for endowments, foundations and family trusts in New York City. Carew joined Permanens in 2016 and now serves as a co-manager of their long-only equity strategy. Carew received a B.A. in finance from Liberty University.

Speaker

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

Regan serves as Managing Partner and Chief Investment Officer of Permanens Capital, a New York City based investment management firm overseeing $3.2 billion. Prior to founding Permanens in 2011, he was a Senior Investment Officer at the Cornell University endowment, responsible for hedge funds, private equity, and overall endowment liquidity. Mr. Regan served as a member of the Executive Management Group, overseeing all endowment activities and led the restructuring of the endowment post the 2008 financial crisis. Regan previously served as a Trustee of Poly Prep Country Day School, where he also chaired the Investment Committee. Additionally, he served as a member of the Advisory Board of Girls Who Invest, and as an Investment Committee board member of the Salvation Army’s Endowment, Eastern Territory.

A 90-Day Plan To Help Grow Your School in a Hyper-Competitive Economy

Growing enrollment, fundraising support and school quality in today's hyper-competitive economy requires a new approach to planning and execution. You may have a long-term strategic plan, but sustainable success is driven by short-term, tactical progress and key performance indicators. Focus on the core values, target market and value proposition that comprise your school’s strategic context to leverage the presenters’ “progress principle” that will accelerate learning and school growth. Learn how to clarify your vision for growth with measurable results to develop a clear that will engage faculty, families, and donors.

Learning Objective: Participants will learn the language of innovation needed for collaboration and how to leverage progress to accelerate learning and school growth.

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 Business

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: Leadership and Navigation

Presenter(s)

Speaker

Scott Barron, Chief Reinvention Officer, School Growth LLC

Scott Barron is School Growth’s founder and chief reinvention officer. Prior to School Growth, Barron led educational technology company for over a decade, and he has served as head of school for three independent schools. Barron received a M.Ed in education administration from John Hopkins University.

Speaker

Tammy Barron, President & Senior Partner, School Growth LLC

Tammy Barron is School Growth’s president and senior partner. She facilitates operational excellence, designs optimal workflows, anticipates the needs of clients, and extracts key data for decision-making. She previously served as director of admission at a large independent school, where she developed the processes for growth, built a high performing team, coordinated marketing plans and helped the school achieve it its revenue goals.

Legal and Risk Management Strategies in a Pandemic-Driven World

Schools have now been impacted by the COVID-19 pandemic for nearly a year and it has taken a toll on their communities. What began as "shelter in place" turned into a new reality for educational models across the country. Legal and risk management experts will share the best practices independent schools have leveraged to mitigate COVID-19 exposures. Using case studies, the presenters will discuss the effectiveness of various approaches and provide strategic insights to help schools understand how to protect students, faculty and staff and chart their course going forward.

Learning Objective: Participants will learn how developments in insurance and risk management have impacted independent school operations and best strategies for moving forward, both legally and from a risk mitigation perspective.

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 Business

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: Business Acumen

Presenter(s)

Speaker

Michael Blacher, Partner, Liebert Cassidy Whitmore

Blacher is the chair of Liebert Cassidy Whitmore’s private education practice group. He represents educational institutions in all aspects of labor, employment and education law. Blacher has successfully defended claims involving alleged harassment, discrimination and retaliation, disability accommodation, First Amendment, and alleged violation of wage and hour laws. He often advises boards on governance and other issues, including updates to bylaws. He works extensively on contractual matters such as employment and enrollment agreements as well as employee and student handbooks. A frequent presenter, Michael has provided a number of individualized trainings for schools and has presented at NBOA’s Annual Meeting.

Speaker

Jamie Gershon, CSRM, AAI, Executive Vice President, Bolton & Company

Gershon leads Bolton’s education practice group, which includes K-12 independent schools and higher education institutions. With 16 years of insurance brokerage experience, Gershon oversees the insurance program and exposure analysis, and provides insurance industry information updates and long-term strategic planning for schools’ insurance and risk management programs. Gershon earned a B.A. in business administration from the University of Colorado at Boulder, and he is a frequent speaker on various risk management topics for the nonprofit and education sector.

Speaker

Ronald C. Wanglin, Chairman of the Board, Bolton & Company

Wanglin is chairman of Bolton & Company, where he created a dedicated practice group specifically designated to support independent schools. Wanglin is responsible for setting and overseeing the company’s strategic growth and has been instrumental in the vision, development, and success of Bolton’s education practice group. A sought-after speaker and educator, Wanglin has presented on numerous topics including ERM, intellectual property insurance, employee benefits and retirement plans and the Affordable Care Act at numerous NBOA Annual Meetings, Business Officer Institutes and other national and regional independent school association programs. He is also the 2020 recipient of NBOA’s Sarah Daignault Outstanding Support of Independent Schools Award.

Building Alternative Revenue Sources: A Financial Necessity

High-performing auxiliary programs are now more important than ever to the financial health of independent schools as we emerge from the pandemic to a new financial reality. This webinar provides the framework for developing a strategic auxiliary program plan that will enable your school to increase net revenue, support admissions goals and elevate the overall brand of your school. Bringing together decades of experience in auxiliary program leadership, the presenters will provide innovative guidance for how to execute program growth with particular attention paid to the unique environment in which we now operate.

Learning Objective: Participants will walk away with clear guidance for how to develop and grow their auxiliary programs.

CPE Credit

Field of Study: Finance
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: Relationship Management

Presenter(s)

Speaker

Nat Saltonstall, Executive Director, SPARC, Summer Programs and Auxiliary Revenue Collaborative

Saltonstall is the founder and executive director of SPARC, the Summer Programs and Auxiliary Revenue Collaborative, which serves independent schools and their auxiliary program leaders with professional development opportunities and resources that advance their auxiliary programming. Over the past 30 years, he has developed and directed high performing summer and auxiliary programs at multiple independent schools while also providing targeted guidance to others through his consulting services.

Speaker

Karen McCann McClelland, Director of Auxiliary Programs, Sidwell Friends School

McCann McClelland is director of auxiliary programs at Sidwell Friends School in Washington, DC. She oversees facility rentals, before and after school care programs, transportation, and summer programs at Sidwell Friends. A recognized thought leader, she brings over 25 years of experience in creating profitable and mission-driven auxiliary programs within independent schools.

Speaker

Bill Rouse, Senior Advisor, AUXS

Rouse has worked with independent schools for more than 30 years with a focus on building and operating alternative revenue sources. Prior to AUXS, Rouse was the co-founder of Education, Sports & Fun (ESF), which partnered with schools and colleges such as The Lawrenceville School, Greenwich Academy, The Haverford School and The Episcopal Academy to operate summer programs as well as after school programs and enrichment programs.

Driving Innovation to Thrive Through The COVID-19 Pandemic

All across the country, schools are leading innovation to not just survive our new world, but distance and differentiate themselves to ensure their long-term viability. The presenters will share examples of innovation in independent schools and discuss how schools are sustaining in-person learning, enhancing their programs, strengthening their community and future-proofing their financials. Topics to be discussed include new or altered revenue streams, facility investments or re-allocations, community engagement and specialized fundraising efforts.

Learning Objective: Participants will gain insight from accounting experts into what independent schools are doing to ensure long-term financial viability after the pandemic.

CPE Credit

Field of Study: Accounting
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: Relationship Management

Presenter(s)

Speaker

Dean Quiambao, Chief Relationship Builder, Armanino LLP

Quiambao is relationship partner with Armanino and has spent more than 20 years working with independent schools to address their tax, audit and outsourced accounting needs. Quiambao maintains his membership within the American Institute of CPAs and California Society of CPAs, and he is a frequent presenter at NBOA’s Annual Meeting. He holds a B.S. in managerial economics from University of California.

Speaker

Kathy Ferguson, Nonprofit Audit Senior Manager, Armanino LLP

Ferguson has more than 15 years of accounting and auditing expertise, with a focus on nonprofit entities. At Armanino, she reviews financial statements for proper reporting and disclosures and provides best practice recommendations to provide exceptional value to her clients. Ferguson has a B.A. in accounting from Texas A&M Commerce and is a member of the American Institute of Certified Public Accountants and the Texas Society of Public Accountants.

Speaker

Whitney Johnson, Director of Finance and Operations, Ensworth School

Johnson is director of finance and operations at Ensworth School, a K-12 day school in Nashville, Tennessee. She also serves as staff liaison to the finance and infrastructure committee of the board. Prior to joining Ensworth, Johnson held senior leadership positions at The Hockaday School, the Independent Schools Association of the Southwest (ISAS), Grant Thornton, the Cancer Support Community North Texas and Preston Hollow Presbyterian School. Johnson is a Certified Public Accountant (CPA) and Society of Human Resource Management Certified Professional (SHRM-CP). She earned a B.B.A. in accounting from University of Central Arkansas and an M.A.cc. from University of Arkansas in Fayetteville.

Speaker

Dave Sigal, Chief Financial Officer, La Jolla Country Day School

Sigal joined La Jolla Country Day in February 2013 and is the Assistant Head of School for Finance / Chief Financial Officer. Prior to joining Country Day, Dave spent three years as the CFO at the Jewish Federation of San Diego County. Dave has a Bachelor of Science Degree in Finance from Cal Poly San Luis Obispo and was a CPA.

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.

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COVID-19 Field Guide

New: Operating Guidance for Independent School Pandemic Management

A comprehensive field guide developed in conjunction with experts from Environmental Health & Engineering that outlines how independent school leaders can effectively manage their campuses during the COVID-19 pandemic, as students, faculty and staff return on a regular basis.

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