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.

This series is presented with generous support from Veracross.

Summer Webinar Series

Managing Expenses Is Spending with Purpose

The Leaders of the Beaumont School in Cleveland Heights, Ohio have successfully cut costs while providing a well-rounded education for more than 300 young women each year. Learn how CFO Lisa Andreani and President Wendy Hoke, together with faculty and staff, have right-sized the school both in terms of student population and budget while delivering on the school’s mission. Today the school is building on this strong foundation to ensure the financial sustainability of the oldest all-girls secondary school in greater Cleveland for years to come.



Lisa Andreani, CFO, Beaumont School

Andreani has been the chief financial officer at Beaumont School in Cleveland Heights, Ohio since 2008. She is a CPA with an M.B.A. from John Carroll University and a B.A. in accounting and business pre-law from Ohio University. Andreani previously worked as an auditor at Ciuni & Panichi, where she coordinated the audit for nonprofit clients, including private schools.. Andreani’s spare time is spent with her husband John and two children.


Wendy Hoke, President, Beaumont School

Hoke is the president of Beaumont School in Cleveland Heights, Ohio, where since 2017 she has embarked on a turnaround plan that includes a 6% enrollment increase, new marketing and branding, five-year strategic plan and master campus plan. A storyteller by nature, she received her B.S. in journalism from Ohio University. Before Beaumont, Hoke was the vice president of marketing and communications at St. Vincent Charity Medical Center. Her early career included 18 years as an award-winning, Cleveland-based writer and editor. Hoke is a board member of Saint Ignatius High School in Cleveland and has chaired the boards of Campus District Inc. and the Society of Professional Journalists, Cleveland Chapter. She and her husband Dan have three adult sons, Ryan, Patrick and Michael.

Strategic Leadership Triad: Confronting Crisis and Securing the Future

A conversation with the head of school, CFO, and chair of the finance committee of the board of trustees of a storied institution as they manage and govern through the changes wrought by the COVID-19 pandemic on the delivery and sustainability of the independent school mission.



Michael Bergin, Chief Financial and Operating Officer, Miss Porter’s School

Bergin is the chief financial and operating officer at Miss Porter’s School in Farmington, Connecticut. A recognized thought leader in independent school finance and operations, Bergin also serves as Grace Academy Hartford’s chair of the board and on The Association of Boarding Schools (TABS) board of trustees. Prior to joining Miss Porter’s School, Bergin held senior leadership positions at the National Coalition for Cancer Survivorship, the American Society of Clinical Oncology and Georgetown University. He previously served as a trustee at La Salle University and on the Special Love, Inc. board of directors.


Claire Theobald, Board Member and Chair of the Finance Committee, Miss Porter's School

Theobald joined the board of Miss Porter's School in 2017. She currently acts as chair of the finance committee and board treasurer, and serves on the buildings and grounds committee. Theobald has worked for several design and advertising firms, including Tigerman McCurry Architects, Ralph Appelbaum Associates and Ogilyy & Mather. Theobald is co-owner and co-founder of Beatrix New York, a boutique global children’s accessories manufacturer, wholesaler and retailer established in 2007.


Katherine G. Windsor, Head of School, Miss Porter’s School

Windsor is the 12th head of school at Miss Porter’s School. Prior to Miss Porter's School, she served as the head of The Sage School in Foxboro, Massachusetts. She currently serves as the board chair of the Oprah Winfrey Leadership Academy for Girls, as well as on the boards of the New England Association of Schools and Colleges: Commission on Independent Schools, the Student Participatory Action Research Collaborative and the Parents League of New York. She is also a professor at the University of Pennsylvania and serves on the university’s executive committee for the independent school residency program. Windsor is a frequent lecturer on leadership and single-sex education.


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 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 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.


Summer Webinars

NBOA Summer Webinar Series: Financial Sustainability

NBOA’s Summer Webinar Series is back, this year addressing four critical areas of financial sustainability: enrollment and net tuition, right-sizing the operating budget, the philanthropy landscape and strategic leadership through accelerated change. While the challenges schools face may be more complex than ever before, opportunities and successes remain to be seized.

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