Victoria Association of Schools Bursars & Administrators (VIC) Inc ANNUAL REPORT 2018 MISSION STATEMENT ASBA exists to promote and develop the profession of Business Management and Administration in schools and other educational establishments 1 CONTENTS 1. Mission Statement ..................................................................................1 2. President’s Report ..................................................................................3 3. ASBA Ethical Standards of Conduct ......................................................4 4. Details of Committee and Sub-Committee membership ........................5 5. Committee Reports ................................................................................7 6. Regional Group Reports .......................................................................13 7. 2018 Financial Statements ...................................................................17 2 PRESIDENT'S REPORT 2018 As I write this report I am enjoying a break from my workplace and time in the sunshine. I hope that you have also taken the opportunity for at least a short time away to refresh and revive. For me, time out provides opportunity to catch up on reading and, this break, I have enjoyed ‘Becoming’ by Michelle Obama. Michelle talks of her experiences as a black woman raised in a marginalised community in Chicago. Loving Victoria parents encouraged and supported her to be the best she could be. Association of Schools Bursars & She strived to achieve, attending Princeston and Harvard and gaining Administrators (VIC) Inc employment as a lawyer in a prestigious law firm progressing through PO Box 546 leadership roles and encouraging and mentoring other minority women East Melbourne VIC 3002 and men (including Barack) to similarly succeed. Whilst she excelled in this environment, she believed she was not meeting her true, life T +61 (3) 9895 4494 purpose and finally left to work for not for profits, earning half of her E [email protected] previous salary. Of course, these roles working with a variety of www.asbavic.asn.au marginalised communities, set her up well for her role as First Lady of the USA. Michelle’s story is one of authentic leadership. She determined what was important to her and sought positions, not to raise her own profile, but to connect to those within her community and bring positive change where it was needed. She always spoke truth, from the heart and only made promises that she knew she could keep. She made sure that all those reporting to her felt valued as individuals and worked tirelessly as role model and leader. As First Lady, she provided Barack the space to lead the USA as President, supporting him whilst also raising two, independent young women and finding her own opportunities to continue to bring positive changes to marginalised communities and members of society. So much can be taken from Michelle’s story and applied to our roles as leaders in our schools. Many of you have identified that professional development in leadership and building skills and attributes required to successfully lead are of interest to you. I am proud that ASBA (VIC) has provided opportunities throughout 2018 for members to pursue these interests. We have offered the New Business Managers Course in conjunction with ISV, the biennial ASBA(VIC) Conference and the Leadership event at Melbourne Business School. We have continued to ensure there are ample opportunities for all members to learn and network, through Regional Group events, our many State-wide events and by maintaining our close association with ASBA Limited to ensure you can access the numerous professional development opportunities offered at a national level. Developing and building on my own leadership skills remains of great importance to me and, during the past two years, I have had the great privilege of leading ASBA (VIC) as President. I have valued the opportunity to give back to you, our members, as your President, as a Director of ASBA Limited and as Chair of the National Professional Development Committee. I am extremely proud of the many initiatives that have been implemented to enhance the professional development available to us all during this time. Our Annual Report will show that 2018 has been a successful year for ASBA (VIC). We have met our goal of providing valuable professional development and networking opportunities to members, gained significant support from corporate sponsors and National Partners, built our membership base and ensured the longer-term financial strength of our organisation. All of this is only possible with the hard work of our tireless ASBA (VIC) Committee. On behalf of all members, my sincere thanks to them for their outstanding service. Leanne Smith President ABN 79 011 376 078 3 ASSOCIATION OF SCHOOL BUSINESS ADMINISTRATORS LTD ETHICAL STANDARDS OF CONDUCT Statement of Application The Association requires Member Associations and their members to observe the highest standards of professional conduct and ethical behaviour in all their activities. By adherence to such standards, the reputation of School Bursars and Administrators is enhanced and public confidence in the management and administration of Independent Schools is increased. As the conduct of an individual member will reflect upon the wider profession of Independent School management and upon the Association’s membership as a whole, the Code sets out what are deemed to be appropriate standards of professional conduct. Member Associations and their members are required to adhere to this Code both in spirit and to the letter, so that their conduct is governed by the highest standards of professionalism and ethical behaviour. The Code Member Associations and their members: • are required to exercise complete probity and diligence in carrying out their duties and responsibilities; • shall at all times safeguard the interests of their school employer; • shall not knowingly be party to any illegal or unethical activity; • shall not enter into any agreement or undertake any activity which may be in conflict with the interest of their school or which would prejudice the performance of their professional duties; • shall not use confidential information gained in the performance of their duties for any personal gain or in a manner which would be detrimental to their school; • shall endeavour to ensure the currency of their knowledge, skills and technical competencies necessary for the proper conduct of their duties and responsibilities; • shall refrain from conduct or action which might detract from the reputation and standing of their school or the Association; • shall abide by the Memorandum and Articles of the Association and those of its member associations and uphold the objectives contained therein. 4 COMMITTEE MEMBERS AND COMMITTEES - 2018 2018 Committee President: Mrs Leanne Smith Ruyton Girls’ School Vice President: Mr Mark Glover Strathcona Girls Grammar Secretary: Mr Cameron Blew Woodleigh School Treasurer: Mr Ross Congleton Scotch College Immediate Past President: Mr Hirian Hinson Kilvington Grammar Committee Members during 2018 were: Mr Brenton Smith Shelford Girls’ Grammar Ms Nicole Bradshaw Mentone Grammar School Mr Kim Stokie Goulburn Valley Grammar Mrs Collette Laing Haileybury Mr Lester Kerber Lutheran Schools Regional Office Mr Matthew Duke Plenty Valley Christian College Ms Jane Macneil Yarra Valley Grammar Mr Ian Foster The Knox School Mr Paul Hillas (CEBA Representative Ex-officio) 2018 Sub-Committees Professional Development: Mr Mark Glover (Convenor), Mr Hirian Hinson, Mrs Leanne Smith, Mr Brenton Smith, Ms Nicole Bradshaw, Mr Lester Kerber, Mrs Collette Laing, Mr Matthew Duke, Ms Jane Macneil, Mr Cameron Blew, Mr Lee Perry (Kingswood College) Membership: Mr Kim Stokie Website: Mr Hirian Hinson Newsletter: Mr Brenton Smith Sponsorship: Ms Nicole Bradshaw Functions: Mrs Collette Laing Regional Group Liaison: Ms Jane Macneil CEBA Liaison: Mr Paul Hillas State Fee Survey: Mr Ross Congleton 5 New Business Manager’s Course: Mr Kim Stokie, Ms Nicole Bradshaw, Mrs Collette Laing, Mr Brenton Smith Representatives to, and Directors of, ASBA Ltd: Mrs Leanne Smith, Mr Mark Glover Property Managers Group Representative: Mr Bill Sciarretta 2018 Committee Meetings During 2018 the following meetings (excluding sub-committee meetings) were held, and attendance by Committee members was as specified below: ASBA (Vic) General Meetings ASBA Ltd Committee (inc AGM) (National) Eligible Attended Eligible Attended Eligible Attended Leanne Smith 7 5 2 2 3 3 Mark Glover 7 6 2 2 3 3 Hirian Hinson 7 6 2 2 Ross Congleton 7 5 2 2 Ian Foster 7 5 2 1 Collette Laing 7 5 2 2 Nicole Bradshaw 7 6 2 2 Kim Stokie 7 7 2 1 Lester Kerber 7 3 2 2 Brenton Smith 7 7 2 2 Jane Macneil 7 7 2 2 Matthew Duke 7 4 2 2 Cameron Blew 7 7 2 2 6 COMMITTEE REPORTS 2018 7 Membership During 2018 ASBA (Vic) welcomed a total of 30 new members bringing our total membership to 354 (2017 346). Our membership includes 10 life members. We also maintain a data base of Property Managers. While they are not strictly eligible for general ASBA membership, we are looking to further develop services for this key group of school leaders in 2019. New Members in 2018 are: Name Title School Mrs. Belinda Arena Accountant Kingswood College Ms. Trudy Alexander- Finance Manager Beaconhills College Blow Mr. James Bennett Business Manager Catherine McAuley College Mrs. Allison Biggin Business Manager Brighton Grammar School Mrs. Jacque Birchall Assistant Business Goulburn Valley