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2019 ANNUAL MEETING SHINING THE LIGHT ON COLLABORATION

SPRINGFIELD COUNTRY CLUB MAY 8, 2019 Please Join s in Welcoming ANNUAL Guy Gilpin With history dating back to 1968, the MEETING PAISBOA Health Benefit Trust continues Executive Director to support PAISBOA member SHINING THE LIGHT of the PAISBOA by providing: ON COLLABORATION Health Benefit Trust SPRINGFIELD COUNTRY CLUB high quality health plans at MAY 8, 2019 affordable rates protection from volatility and

high cost claims 8:00 am REGISTRATION/CHECK-IN robust wellness programs BREAKFAST 9:00 am ANNUAL BUSINESS MEETING OF PAISBOA superior customer service support AND PAISBOA SERVICES CORPORATION Call to Order Approval of Minutes Treasurer’s Report Approval of 2018-19 Board & Slate 9:30 am VENDOR SHOWCASE 10:30 am ROUNDTABLE DISCUSSIONS 12:00 noon AWARD PRESENTATION 12:30 pm ADJOURN Contact: Guy Gilpin 484-580-8844 guygilpinphbtrustorg

1 FisherPhillips_PAISBOA 2017_ad 4/9/2018 10:22 AM Page 1

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Susan M. Guerette | sguerette@fisherphillips.com 150 N. Radnor Chester Road, Suite C300 | Radnor, PA 19087 Phone: (610) 230-2150 | Fax: (610) 230-2151 Aetna is proud to support the Area Independent Business Officers Association. www.fisherphillips.com Atlanta Baltimore Charlotte Chicago Cleveland Columbia Columbus Dallas Denver Fort Lauderdale Gulfport Houston Irvine Kansas City Las Vegas Louisville Memphis New Jersey New Orleans New York Orlando Philadelphia Phoenix Portland Sacramento San Diego San Francisco Seattle Tampa Washington, DC ©2019 Aetna Inc. 2017279 EXECUTIVE DIRECTOR’S REPORT and/or savings, including: shared/combined backroom in addition to providing hardware, software, and other operations, shared service contracts, shared course models technical services, are some of the myriad ways PAISBOA SHINING A LIGHT ON COLLABORATION and/or deep academic and co-curricular collaborations.” is evolving as a learning organization. LOOKING AHEAD THANK YOU OUR MISSION relationships with our longstanding vendor partnerships, and continues to look at new partnerships to support the needs Collaboration does not just happen! With intention and com- PAISBOA’s mission, to stimulate and sustain a passion for PAISBOA (the Philadelphia Area of member schools and to enhance the overall member mitment, collaborative ventures must be nurtured to suc- providing services and opportunities to empower Business Business Officers Association) is a regional association of experience. ceed. PAISBOA is committed to making space for collabora- Officers to excel, and our core values of integrity, transpar- independent school and university Business Officers tion by encouraging interaction with other organizations as ency, and loyalty, are a strong foundation on which to build committed to achieving leveraged strength through group Well known in the independent school community as a well as providing meeting rooms for groups to work together. collaborative relationships and a learning organization that purchasing, professional development, and best practices connector and collaborator, PAISBOA nurtures our time- As we traverse the collaboration process and actual imple- is poised to evolve and change to meet the needs of our for the Business Office. Comprised primarily of a volunteer honored partnerships while exploring new ways to mentation of the ADVIS/EE Ford Grant findings, it is my hope members today and in the future. We are appreciative for team of Business Officers working for the common good of collaborate in the region and beyond. that PAISBOA will model the collaborative spirit and evolve a committed board of directors, a solid leadership team, all members, PAISBOA’s mission is to stimulate and sustain a PAISBOA and Cal-ISBOA (California Independent School as a learning organization. Continuing to support all aspects engaged members, and responsive vendor partners. passion for providing services and opportunities to empower Business Officer Association) will be moving to a new data of business operations for schools and universities, investigat- Thank you for being a part of our learning community, for Business Officers to excel. Our purpose is to create savings in collection tool for the PAISBOA Annual Survey, and believe ing ways we can share back office services, creating robust sharing your knowledge and expertise with each other, and both time and money while providing useful resources and our partnership on the actual survey, data collection, analy- online and in-person networks, and improving professional for helping each other meet the daily challenges of the expanded knowledge to our members. sis, and programming is an important value to our schools. development series for all our affinity groups are ways in business office in independent schools and universities in which PAISBOA will enhance learning for all members. the Philadelphia region. As we close out our third decade, we find that the ideas Once again, PAISBOA partnered with MISBO (Mid-South that brought us together and formed the foundation of Business Officers Association) and Commonfund to gather Topics related to accounting, finance, and endowment PAISBOA – cooperative purchasing of health insurance, members and vendor partners at the NBOA Annual management, a focus on safety and security that is custom- group purchasing of business insurance, and consortium Conference in San Diego. This reception is always a highlight izable and scalable, and assisting schools in assessing their purchasing of goods and services – are as important to our for members who enjoy connecting with each other, needs for technology and cybersecurity with help from ATLIS independent school and university members today as they networking with colleagues from other parts of the country, (Association for Technology Leaders in Independent Schools) Aggie Malter, Ed.D. were at PAISBOA’s inception. Our mantra of “one for all and and meeting up with potentially new vendor partners from and various PAISBOA Preferred Vendors (PPV) that bring Executive Director all for one” and our covenant with each other: integrity, different disciplines. professional development programming to our members transparency, and loyalty, still ring true as we find new PAISBOA, PAIS ( Association of Independent ways to work together to ensure a premier educational Schools), and NBOA (National Business Officers Association) Take advantage of the power of the flock! experience at all member independent schools and have teamed up to create a program to address one of the universities in the Philadelphia region (New Jersey, most complex parts of the school accreditation process – Pennsylvania, Delaware). documentation for long-range financial planning. Using The NBOA Long-Range Financial Model, schools can create a PROGRESS customized ten-year budget model that enhances reporting 2018-2019 PAISBOA BOARD OF DIRECTORS for school leadership, and is perfect for the accreditation Keeping in mind the association’s primary goal: To enhance protocol used in the region. Financial sustainability is one EXECUTIVE COMMITTEE 2018-2019 PAISBOA SERVICES CORPORATION the value and experience of PAISBOA membership, of the hallmarks of a healthy independent school, and Mark Gibbons, Chair Joseph VanBernum, Chair resulting in association growth and long-term sustainability, PAISBOA, PAIS, and NBOA are committed to ensuring that the board of directors and staff of PAISBOA have completed our members are prepared for the challenges of today and Carolyn Hapeman, Vice-Chair Tom Devine, Secretary several important infrastructure projects to support mem- tomorrow. Tom Devine, Secretary Lisa Carbone Warren, Treasurer ber engagement: implementation of an integrated data- Lisa Carbone Warren, Treasurer Frank Aloise PAISBOA and ADVIS (Association of Delaware Valley base, website, and communication system; the PAISBOA David Gold Career Center; and the implementation of a platform for Independent Schools) continue to cooperate around the BOARD MEMBERS Adam Wojtelwicz online meetings, webinars, and professional development theme of financial sustainability, enabling our member Carol Beaton schools to explore new models. Selected members of programs. The board reviewed the corporate formation Dario Bellot documents and policies, strengthened board participation PAISBOA, ADVIS, and SEPCHE (Southeastern Pennsylvania to ensure good governance, and created a formal board Consortium for Higher Education) joined together and Larry Capuzzi orientation program to provide an onboarding program for received an ADVIS/EE Ford Foundation Grant to explore Gail Crane new board members and a review for veteran board mem- “Building Capacity and Purpose through Collaboration.” The Michael Dyson bers. The creation of a database to support the Purchasing grant proposal cited a “series of exploratory conversations Steve Feld, Business Insurance Consortium for goods and services and the process for hiring over 12 months, enabling deep examination and shared Group Chair consideration of potential academic and administrative a consortia manager prompted numerous conversations Cheryl Hammond Hopewell, collaborations improving quality, efficiency and savings.” By between members and vendors about the merits of group Membership Chair purchasing. This collaboration refocused our efforts on the end of the planning period, this effort would produce vendor assessment, engagement, and management, a 2 to 3-year implementation plan and timeline which will Rob Marcantuono and encouraged a recommitment to our consortia for address “similar, sobering challenges: hyper-competition for Elizabeth Moy vendors, members, and the association. a shrinking pool of students, reduced family financial ca- Chip Muir pacity, increased student support needs (social/emotional Mark Murray With PAISBOA’s foundation securely in place, the leader- and academic under-preparedness), and ever-increasing Rose Neubert ship has shifted our focus outward. In addition to shoring up accreditation and regulatory compliance requirements. the retention of current schools and universities, PAISBOA is These combined factors exact an outsized burden on smaller Michael Noonan expanding to the west in Pennsylvania, to the north in New schools with limited resources.” Our hope is that we can Richard Ollinger Jersey, and to the south in Delaware. PAISBOA values the “identify collaborations that improve quality, efficiency Justin Wheeler

4 5 PAISBOA AND PAISBOA SERVICES CORPORATION

GENERAL MEMBERSHIP ANNUAL MEETING MINUTES b. How Healthy is Your School? – Scott Barron member and 4 years as a member of the Purchasing encouraged members to ask themselves 20 Consortium Steering Committee. Gail was especially questions about their organizational health. The proud of her role in the choice of the geese forma- questions focused on Cohesiveness, Clarity, tion for PAISBOA’s logo. Alex Brosowsky, Head of SPRINGFIELD COUNTRY CLUB (SPRINGFIELD, PA) Communications, and Consistency. School at The Quaker School at Horsham, praised APRIL 26, 2018 Gail for helping the school navigate the 2008 crisis 7. Vendor Showcase: Al Greenough welcomed and help keep the school afloat. everyone to the Vendor Showcase and thanked Dr. Aggie Malter, Executive Director of PAISBOA, wel- er’s report. A motion was made and seconded and the vendors for their participation. Members Mark then presented Gail Crane with the 2018 Batley comed PAISBOA members at 9:00 am and outlined the the report was approved by membership. circulated among the vendors to discuss needs Award, PAISBOA’s highest honor. Congratulations day’s activities. Aggie also thanked the valuable vendor and opportunities. Gail! partners who came to provide PAISBOA members with 4. Nominating Committee’s Report: Tom Devine, updated information about their products and services. PAISBOA Secretary, presented the Board’s new 8. General Session: Dr. Aggie Malter introduced 11. Visionary Award: Bob Mueller described how the Directors and slate of officers for the upcoming year. Dr. Marisa Porges, Head of School at The Baldwin current Purchasing Consortium was actually 1. Comments by Mark Gibbons, Chair of PAISBOA New directors include: Rob Marcantuono from School. Dr. Porges spoke about Strategies for School formed in 1988 when PAISBOA contracted with Al Board: Mark asked the members of the Boards of Germantown Friends School, Elizabeth Moy of Safety and Security. Dr. Porges’ background as a Greenough to save money for members through PAISBOA, PAISBOA Services Corporation, and PAIS- Southeastern PA Consortium for Higher Education naval officer and counterterrorism policy advisor group purchasing. Bob relayed to members a variety BOA Health Benefits Trust to stand and be recog- (SEPCHE), Chip Muir from Buckingham Friends School helped provide a unique perspective to the campus of testimonials about Al. The common theme was of nized. Mark then spoke about integrity, transparency and Justin Wheeler from Delaware Valley Friends safety and security challenge facing all schools. Al as a friendly, courteous, professional gentleman and loyalty – hallmarks of the PAISBOA organization School. The slate of officers for PAISBOA includes: Dr. Porges mentioned that students should feel as who had the members’ interest at heart. His warm and our expectations of our vendors. Mark encour- Mark Gibbons (Chair), Carolyn Hapeman (Vice safe at school as they feel at home. A school needs and welcoming approach served many business of- aged members to be active within the association Chair), Lisa Carbone Warren (Treasurer), and Tom to assess itself and its community, identify areas of ficers well – both the rookies and the seasoned vets. and to take advantage of group purchasing and Devine (Secretary). risk and vulnerability, and determine corrections that professional development opportunities. He also may involve training and/or budgeted items (e.g. Mark Gibbons presented the Visionary Award to Tom also announced the slate of officers for PAISBOA mentioned that feedback from members shows that security cameras). Some schools may need long Al Greenough “in recognition of his loyalty, initiative, Services Corporation: Frank Aloise from Springside Community, Relationships, and Professional Develop- range planning and budgeting for security and passionate leadership as the first Executive Chestnut Hill Academy, David Gold from The ment are among the main reasons that members infrastructure, and for the social and emotional Director of PAISBOA and the Founder of the , Joe VanBernum from Overbrook stay active in PAISBOA. Mark thanked the many well being of students and adults. Other schools Purchasing Consortium.” Congratulations Al and School for the Blind, and Adam Wojtelwicz from The Sponsors who made the Annual Meeting possible. may need a cultural shift to accept new safety and good luck on the golf course! . security policies and procedures. Dr. Porges stressed 2. Business Meeting: Mark Gibbons called the annual the importance of involving local police, fire, and Respectfully submitted business meeting of PAISBOA and PAISBOA Services Mark Gibbons asked for a motion to accept the emergency personnel to help the school determine Corporation to order at 9:15 AM. Mark mentioned Nominating Committee’s report. A motion was Tom Devine solutions. that the minutes of the April 20, 2017 Annual Meeting made and seconded and the report was approved Secretary, PAISBOA by membership. PAISBOA Services Corporation were included in the program book. A motion was 9. Background of the John Batley Award: Mike Noonan made to approve the minutes as presented. The mo- 5. New Business: Mark Gibbons congratulated the new from Friends Select School had been a colleague of tion was seconded and approved. directors of PAISBOA, the officers of the PAISBOA John Batley’s for 19 years. John had been a mentor to Mike and other Business Officers and was instru- 3. Treasurer’s Report: Lisa Carbone-Warren reported on Board of Directors, and the leadership of PAISBOA mental in the formation of PAISBOA as we know it. unaudited calendar 2017 results with a look ahead Services Corporation. Mark then thanked those leav- John had been the Business Manager at Westtown for 2018. Concerning revenues, she mentioned that ing the PAISBOA Board: Hal Davidow (Chair Emeri- School for 31 years. John was a visionary, and spoke 85% comes from Consortia revenue and Health tus), Joanne Brasberger, and Gail Crane. Mark also with other business managers about their common Benefit Trust royalties. The remaining 15% consists of thanked Alan Stifelman, who is leaving the PAISBOA needs and purpose. These conversations started with annual dues and revenue from the Annual Meet- Services Corporation Board, and Neal Fanelli, who is a small number of schools to discuss medical plans ing. Lisa mentioned a decrease in PAISBOA Health retiring from the and served on and premiums with Independence Blue Cross. That Benefit Trust membership and the associated reduc- the PAISBOA Board for many years. After a motion group quickly grew to more than 50 schools and tion in the royalty payment to PAISBOA due to some was made and seconded, the Business Meeting these schools paved the way for the formation of schools leaving the HBT as they chose self-insurance adjourned at 9:40 AM. PAISBOA and the group purchasing consortium. Mike of their own. Expenses were over budget by $40K 6. Breakout Sessions: Members had the option to eloquently stated that while John is no longer with due to increased employee benefits, larger office choose between two breakout sessions: us, his name and the professional manner with which space and technology upgrades. On a consoli- he conducted himself will be remembered with the dated basis, there was a net operating gain of $4K a. Debt Financing for Independent Schools – Joe annual John Batley Award. compared to a projected deficit of $11K. Lisa men- Bosch and Dan Froehlich from Janney tioned that dues would be increased modestly but Montgomery Scott, Mark Cardone from 10. John Batley Award Presentation to Gail Crane: would also be all-inclusive to eliminate individual fees ConnectOne Bank, and Miriam Fisher Schaefer Mark Gibbons provided members with Gail’s back- in addition to dues. Overall PAISBOA has cash assets from Friends Central School discussed with ground which included 28 years of service as a $559K. Concerning 2018, the Board had approved members their experiences of working together Business Officer at Greene Street Friends School, Hill a balanced budget and after one quarter PAISBOA on projects large and small. Members also Top Preparatory School, and The Quaker School at is on track to meet the budget expectations. Mark learned about how new tax laws may impact Horsham. She served 8 years as a PAISBOA Board Gibbons asked for a motion to accept the Treasur- future financing plans.

6 7 2018-2019 PROGRAMS

BUSINESS OFFICERS AFFINITY GROUPS 4/26/18 PAISBOA Annual Meeting: Ensuring Growth TECH DIRECTORS and Sustainability 5/23/18 Lunch and Learn: Implementation of 5/15/18 Data Survey Training Webinar for Beginner Users New Systems 5/16/18 Data Survey Training Webinar for Returning Users 10/25/18 Lunch and Learn Webinar: Managing Risk 8/1/18 New Business Officers Breakfast through Technology with ATLIS 8/29/18 Data Survey for Colleges and Universities Webinar PLANT MANAGERS 8/30/18 Data Survey Q&A Webinar 1 6/21/18 Interesting Things Happen at the Intersection of 9/20/18 Data Survey Q&A Webinar 2 Solutions that let you Technology and Facilities at Friends Central 9/26/18 Ruvna Introductory Webinar School 9/27/18 Welcome Back Barbecue: Fiduciary Compliance 10/18/18 Unlock the Secrets to Leadership II with with Carroll Consultants Dean DiSibio, Philip Rosenau Co. 10/2/18 Data Survey Q&A Webinar 3 focus on students 12/13/18 PECO Smart Rebates and Holiday Luncheon 10/11/18 Impact Investing with Glenmede with Denney Electric Supply 10/24/18 Gradfin Introductory Webinar 2/28/19 Pool Maintenance and Service with Main Line 11/1/18 Organizational Health Day with Scott Barron Commerical Pools and If It’s Water, Inc. 11/28/18 SchoolDoc Introductory Webinar 4/25/19 Safety and Security Summit with Chris Joffe, 12/5/18 Making the Most of Your Data Survey Webinar Joffe Emergency Services 1/9/19 Saving Time and $ with the Purchasing Consortium Webinar HUMAN RESOURCES 1/30/19 Private K-12 Reporting Model Changes Webinar 5/9/18 PAISBOA Career Center Webinar with Armanino 5/30/18 PAISBOA Career Center Webinar 2/22/19 How Root-Cause Methodology Keeps Schools 6/27/18 Equal Pay Act Webinar with Fisher Phillips Safe Webinar with Praesidium 7/11/18 Equal Pay Act Webinar with Fisher Phillips 2/25/19 MEP Pilot Program 12/7/18 HR Day with Fisher Phillips 2/20/19 Are You Hiring Like It’s 1999? Webinar with 3/5/19 PAISBOA at NBOA Reception Greg Martin, Ed.D. 3/13/19 Preparing for Your School’s Audit Webinar with 4/17/19 HR Day 2 with Fisher Phillips Armanino 3/27/19 Debt Financing for Independent Schools Webinar SUSTAINABILITY with Joe Bosch and Dan Froelich 6/13/18 Sustainability: Beyond Earth Day Webinar 4/23/19 PAISBOA & PAIS Present The NBOA Long-Range with Philip Rosenau, Co. Financial Model with Mary Kay Markunas, NBOA 8/16/18 Sustainability Teachers Academy at Springside Chestnut Hill Academy PURCHASING CONSORTIUM 10/24/18 The Power of Biophilia at Springside Chestnut Hill Academy 5/16/18 Campus Customs Introductory Webinar 1/15/19 Schools, Climate Change, and Solutions at 7/24/18 Vendor Breakfast Ancillae-Assumpta Academy S 9/26/18 Ruvna Introductory Webinar 4/4/19 Leading Culture Change at The Shipley School taples has partnered with PAISBOA to provide the products and solutions 10/24/18 Gradfin Introductory Webinar your school needs to be productive and innovative. With decades of 10/30/18 Vendor Breakfast experience serving K–12 schools, we make procurement easier. 11/1/18 Purchasing Consortium Member Breakfast So you can put your students first. 11/28/18 SchoolDoc Introductory Webinar 1/9/19 Save $ with the Purchasing Consortium Webinar PAISBOA’S PROFESSIONAL For program questions or more information, please contact your Staples representatives. 1/23/19 Purchasing Consortium Annual Meeting DEVELOPMENT AT-A-GLANCE Lisa Moore, [email protected] Scott Thomson, [email protected] BUSINESS INSURANCE Number of Programs: 52 11/14/18 Business Insurance Group Annual Meeting: Total Attendance: 1,101 School Safety and Security with Dr. Matthew Miraglia, CLPS Consultants Total Hours of Programming: 87 Total Webinars: 23 StaplesAdvantage.com SPECIAL PROGRAMS Webinar Attendees: 184 5/8/18 Retirement Dinner at 5/9/18 Retirement Dinner at LaSalle College High School CPE, SHRM, and HRCI Credits are available Technology Solutions | Managed Print Services | Facility 2/15/19 Navigating Health, Safety, and Security Off- to all members. Campus with Lodestone Solutions Promotional Products | Breakroom Solutions | 4/25/19 Safety and Security Summit with Chris Joffe, Joffe Emergency Services 8 Print & Marketing Services 9 The Professionals Choice for Fast, Friendly Service THANK YOU TO OUR GENEROUS SPONSORS Suppliers of Classroom, hallway, stairwell, auditorium and parking lot energy efficient fixtures, SIGNATURE replacement bulbs (T8 and LEDs) and motion/vacancy sensors to PAISBOA schools for over 14 years. Please call D.A. Davidson’s Jack Schlegel (610) 357-0335 (cell) Dan Schlegel (610) 444-2170 (office) Education & Non-Profit Finance Group 510 W. State Street, Kennett Square, PA 19348 is dedicated to serving independent schools www.dennyelectricsupply.com • jschlegel@ dennyelectricsupply.com with their debt financing needs. We serve our clients Joe Bosch as an underwriter, (201) 786-0244 PLATINUM placement agent or Senior Vice President, Public Finance financial advisor. [email protected] If your school has Dan Froehlich Serving Philadelphia & Suburbs Since 1945 debt financing or (212) 223-5358 HOME HEATING OIL DIESEL - GASOLINE refinancing needs, Senior Vice President, Public Finance HEATING EQUIPMENT AIR CONDITIONING EQUIPMENT TANK PROTECTION PLANS ANNUAL MAINTENANCE PLANS please give us a call. [email protected] EASY PAYMENT BUDGET PROGRAMS Founded in 1935, with 1,370 professionals working in 25 states, D.A. Davidson is an employee-owned, full-service financial (215) 563 - 0800 (610) 688 - 6500 services firm with investment banking strength. GOLD dadavidson.com On the web at: www.fchaab.com

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5 Great Valley Parkway, Malvern, PA 19355 Global Non-Profit Expertise... (P): 888-327-5552 www.edu-tech.com Local Presence Proud Strategic Partner of PAISBOA Schools Tait Weller is the region’s leading full-service, independent Edu-Tech helps independent schools e ectively and e ciently support their academic plan and administrative processes. We take accountin firm specializing in the non-profit sector. Providing tax, the pain points out of employing, maintaining and implementing audit and advisory services to organizations across the U.S. and technology at a reasonable cost. Our focus and commitment have remained the same since 2003: across the globe, we bring uncompromising quality, depth of “Empowering Independent Schools.” knowledge and personalized service to every engagement.

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16 17 Millions of times a day, close to home and across the country, we’re helping people INTRODUCING A NEW TUITION MANAGEMENT on their path to better health. DELIVERING EDUCATION SOLUTIONS SINCE 1967: AND PAYMENTS SOLUTION We are proud to support • AV Presentation • STEM / STEAM • Auditorium & Stadium Sound PAISBOA Health Benefit Trust • Interactive Flat Panels • VR / AR / 3D Printers • TV & Radio Studios BY • Collaborative Classrooms • Digital Signage / • Assistive Listening Technology To learn more, visit us at www.cvshealth.com • Distance Learning Wayfinding Kiosks • Charging Carts • Mass Notification • IP TV / Media Streaming • Lecterns / School Furniture [email protected] | 800.523.7525 Visual Sound | 485 Park Way, Broomall, PA 19008 | www.visualsound.com SCHOOL INFORMATION SYSTEMS

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PAISBOA Ad.indd 1 4/9/19 11:42 AM 2019 BATLEY AWARD ABOUT JOHN BATLEY MARTHA SCACHE |

John Rehm Batley, Business initial dialogue developed into the strong relationship Martha Scache is a passionate Tom Taft, Vice Chair of the PAISBOA Health Benefit Trust Manager of we enjoy today. woman! She is dedicated to affirms, “I have been honored to work with Martha on the for 32 years and a driving force Abington Friends School – its mission, Board of the PAISBOA Health Benefit Trust. When Martha Bolstered by the success of the health insurance in the founding of what would her colleagues, and the students and speaks, I listen. I listen very carefully, not only because consortium, other group purchasing endeavors were ultimately become PAISBOA, families she serves. She is the steadfast Martha is smart, ethical, articulate, and thoughtful, but also established; these efforts resulted in immeasurable was known, not only for his leader of the PAISBOA Health Benefit because of Martha’s complete and long standing commit- savings of time and literally millions of dollars for the devotion to Westtown, but for Trust and accountable to the over ment to the goals of our cooperative PAISBOA organization. approximately 180 independent schools and colleges his passion for helping other 8500 employees and 15,000 lives in Martha is the consummate professional with our common in the Delaware Valley that comprise the membership Business Managers do their the 132 PAISBOA schools and universi- best interest guiding the work she does so impressively on of PAISBOA. job better. Active in civic and ties. She is an ally and advocate for behalf of all of us.” religious organizations on the local level as well as in Following his retirement from Westtown, John and his diversity and inclusion, encouraging other business officers regional and national business officers groups, John wife Anne settled in Laporte, PA, where he served as to get out of the office, especially for things that feel less Gail Crane, nominated Martha for the Batley Award as she was generous with his time and talent. His reputation mayor and a member of the Borough Council. Until than fundamental to the business office function, and to has known Martha for many years as an active member extended beyond the Friends Schools to any Business his passing on February 9, 2017, he was an active think differently about how we do our work and interact of PAISBOA, serving on the PAISBOA Board with her. Gail Manager who sought his advice and counsel. He member of the Sullivan County Library Board, and with colleagues and students. Martha believes that the shares, “In addition to running the business operations of shared, with both humor and compassion, his helped found the Carpenter Cruise, benefitting the work of diversity and inclusion is at the core of what we AFS and taking on the leadership of the Health Benefit Trust, extensive knowledge of this unique job that we all Laporte Volunteer Fire do at our schools, and is, therefore, central to all our work. which is another full-time job, Martha is the quintessential have as Business Officers at independent schools. Company. Martha’s devotion to her school, PAISBOA, the PAISBOA colleague. She always makes time to share her wisdom Health Benefit Trust, diversity and inclusion initiatives, and or just be supportive. In addition, during my tenure at The He also recognized early the power of working In recognition of John’s role as a leader and all the constituents she represents, exemplify the values of Quaker School at Horsham, we worked on two collabora- together toward a common goal, and in the mentor, The John Batley Award was established in John Batley and is the reason we honor her service to tive projects together. These projects were outside the summer of 1989 called together a number of his 1999 to recognize an individual who best emulates PAISBOA with the John Batley Award. purview of the business office, but they truly benefited both peers to help tackle the rising cost of health care. John’s professional ethos and personal commitment groups of students. Martha understood the importance of Taking advantage of a unique opportunity, 54 to advancing the role and effectiveness of Business Rich Nourie, Head of School at Abington Friends School, these collaborations and helped make them happen.” As independent schools banded together to advise Officers at independent schools, and who has made agrees, “Martha Scache is an exemplary leader in the Chair of the PAISBOA Health Benefit Trust, Martha continues their insurance carrier that there needed to be an major contributions to PAISBOA’s mission of working AFS community and we are proud to see her voice of to “make it happen!” She has guided the group through active, two-way partnership to control the increases together for the greater good. leadership extend to the larger PAISBOA independent many changes – self-funding, a carrier change, and hiring in health premiums in the future. Led by John, this school community. Martha leads with hard work, a new executive director – with a steady hand. Her quiet, integrity, compassion and a deeply rooted spirit of deliberative manner is calming to the leadership of the Trust equity and inclusion. She engenders trust in careful as well as reassuring to the member representatives from listening, thoughtful follow-through amidst a complex role each school and university. with many dimensions and her passion for professional growth and continual learning. Congratulations to Martha Mark Gibbons, Chair of the PAISBOA Board of Directors Scache on the honor of receiving the John Batley Award.” describes Martha as “an impactful and loyal member of the PAISBOA organization.” He goes on to say, “Whether PRIOR RECIPIENTS OF THE BATLEY AWARD Joan Barone, Interim Executive Director of the PAISBOA it is through her participation in its programs, thoughtful FOR DISTINGUISHED SERVICE TO THE PROFESSION OF BUSINESS OFFICERS Health Benefit Trust recounts “In 2013 we joined the newly- responses on the elists, or leadership at the Board level, formed PAISBOA HBT Board as charter Trustees, and out PAISBOA and its member schools and universities have of sheer necessity Martha agreed to step into the role of been blessed to have Martha among its stewards.” 2018 GAIL CRANE, The Quaker School at Horsham 2008 EMILY MILLER, Friends’ Central School Board Chair in 2016.” Joan goes on to say, “The business of 2017 DONALD D. SILVERSON, 2007 GIL SMITH, Shipley School the PAISBOA HBT has been on a non-stop fast track since We thank Martha for her passion and dedication to the then, and Martha has been so very generous with her time independent school and higher education communities 2016 BOB MUELLER, Delaware Valley Friends School 2006 BRO. GERRY FRENDREIS, LaSalle College High School and talents in leading the Board. She is smart, direct, and through her work with PAISBOA and PAISBOA Health Benefit 2015 JOE VANBERNUM, Overbrook School for the Blind 2005 CHARLIE JOHNSON, St. Joseph’s Preparatory School has a knack for always asking the right questions. Martha Trust. Her commitment to the PAISBOA mantra of “one 2014 FRANK ALOISE, Springside Chestnut Hill Academy 2004 MIKE NOONAN, Friends Select School goes to great lengths to ensure that the mission of the for all and all for one,” as well as her embodiment of the PAISBOA HBT and what is best for its members is always at PAISBOA core values of integrity, transparency, and loyalty 2013 HAL DAVIDOW, William Penn Charter School 2003 NEIL FANELLI, CFS, School at Church Farm the heart of the work of the Trust. I am so pleased to see make her a role model for all business officers and a most 2012 MIKE SCHULLER, St. Andrews – Delaware 2002 DANA WRIGHT, Baldwin School Martha’s hard work and dedication acknowledged with deserving recipient of the John Batley Award. 2011 BOB CONNOLLY, Westtown School 2001 STEVE KLINE, Germantown Friends School this prestigious award!” 2010 FRANK FRANUS, Pennsylvania School for the Deaf 2000 JIM KIRKPATRICK, Hill School 2009 PEGGY CONVER, Chestnut Hill Academy 1999 JOHN BATLEY, Westtown School

20 21 Special appreciation to our host schools:

The Shipley School THANK Ancillae Assumpta Academy SCH Academy Friends Central School YOU Germantown Friends PAISBOA SUSTAINABILITY School AIM Academy Over 200 public and private GROUP MEMBERS schools, IU’s and county Mary Ann Boyer & governments trust We look forward to working together on environmental Anne Sudduth Provident for sustainability initiatives! energy procurement www.boyersudduth.com and strategic energy solutions. WILL YOU? Document Scanning, Indexing, Storage, and Retrieval Solutions Contact for Your School Provident  Student Records today!  Human Resource Files  Financial Records  99.9% Space Savings  Disaster Recovery Program  Backlog & Day-Forward  Access at Your Fingertips 610.565.0633  Secure Storage & Shredding www.providentenergy.net  No Project Too Small or Large Call Tony Hornicek at 215-392-0765 or e-mail [email protected] for a Consultation

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• Unique, flavorful and designed to satisfy independent school your nutrition needs dining • Made with fresh and authentic ingredients to excite your taste buds Nourishing a Brighter Future • Grounded in wellness to fuel your day • Created with sustainable and responsible practices 914.935.5300 FlikISD.com Setting innovation as the standard for your dining program.

FAIR TRADE FEDERATION USDA ORGANIC SEAFOOD WATCH EAT LOCAL AG IN THE MIDDLE THE NC 10% CAMPAIGN REDUCTION OF ANTIBIOTICS

REDUCING FOOD WASTE FAIR TRADE COALITION OF IMMOKALEE WORKERS rBGH FREE BE A FLEXITARIAN CAGE-FREE EGGS SUSTAINABLE SEAFOOD ROUNDTABLE DISCUSSIONS

THE BUSINESS OFFICE ENGAGEMENT DON’T BE SURPRISED: HOW TO BUILD CALENDAR AN INFRASTRUCTURE RENEWAL Scott Barron, School Growth BUDGETING TOOL An organizationally healthy school has significant com- Dan Crowley and Alex Pearson, Friends’ Central School petitive advantages. The business office can contribute Join a roundtable discussion about how to build a to growth and engagement by prioritizing disciplined budgeting tool around equipment life cycles and Cisco relationship building with the key influencers across the milestones. Learn how to use sheets to normalize data, campus: Head of School, Board, Enrollment, Develop- create pivot tables, and track moving projects. ment, Academic Leaders, Faculty, and Parents.

The most valuable assets your school has are the internal and external relationships that drive revenue and mis- CURRENT LEGAL ISSUES IN sion delivery. In this roundtable session, we will share our INDEPENDENT SCHOOLS Business Office Engagement Calendar, with practical Susan Guerette, Fisher Phillips steps you can take throughout the upcoming school The business office manages complaints, compliance, year to cultivate greater trust and collaboration. and concerns. Join us to increase your awareness of legal issues facing our schools. BEST PRACTICES IN GIFT ACCEPTANCE: NOT ALL GIFTS ARE CREATED EQUAL THE ONE-PERSON BUSINESS OFFICE Monika Pelz and Bryan Vencill, Armanino Gail Crane, Gwynedd Friends School What is a gift? What is more than a gift? Are you com- Cheryl Hammond Hopewell, Haverford Friends School fortable with how the Financial Accounting Standards Rachel Tilney, PAISBOA Board (FASB) has clarified the framework for determin- From accounts payable to payroll, human resources to ing how contributions received and contributions made physical plant, and beyond, how can a team of one in should be classified — whether as conditional or uncon- the business office keep it all together? What resources ditional contributions? This roundtable will help demystify are available to save you time? Are there things you this process. can delegate, table, postpone, or stop doing altogether? 15 TIPS FOR SAVING TIME IN THE This interactive roundtable will share tips, advice, BUSINESS OFFICE suggestions, and pitfalls to look out for when you are a business office of one and have to do it all! Come Carolyn Hapeman, Westtown School prepared to learn and share strategies to manage Efficiency checkup time! Is your Business Office being your many responsibilities. as efficient as possible? Stop by this roundtable for a quick checkup and to share your own efficiency ideas. STRATEGIES FOR A HEALTHIER YOU

Joan Barone, PAISBOA Health Benefit Trust COOPERATIVE RETIREMENT PLAN Join this roundtable discussion on how the PAISBOA Marcie Carroll and Buzz Hartsig, Health Benefit Trust can save your school time and Carroll Consultants | Cafaro Greenleaf money while providing great benefits to your This roundtable will help you understand what a Co- employees. operative Retirement Plan would look like for PAISBOA member schools and universities. Discussions will center on The Pros and Cons, What’s the Same and What’s MASTER PLANNING Different, and Why Your School Would Want to Join this Adam Wojtelwicz, The Shipley School Cooperative Retirement Plan. This roundtable will give a general overview of the Shipley Master Plan process, which was used between 2008 and 2015 to complete a significant renovation of the Shipley School’s upper campus. Also, the session will talk about a subsequent master plan update and space allocation report, which will help guide future capital projects and ensure the campus is moving in lockstep with the program needs.

24 25 OWN YOUR OPERATIONS PAISBOA MEMBER SCHOOLS Go from chaos to confidence with our easy-to-use operations management software by your side. Endless Water for Students & Teachers DELAWARE Gesu School Plumstead Christian School Hockessin Montessori School * Gladwyne Montessori School Plymouth Meeting Friends School Quench is the trusted provider for Goshen Friends School Project Learn nearly 20 PAISBOA member schools! Independence School Sanford School * Gratz College Quaker School at Horsham Greene Street Friends School Red Hill Christian School Schedule a visit with your Quench St. Andrew’s School The Pilot School * Greene Towne Montessori School Regina Angelorum Academy From maintenance to asset management to IT, Water Expert, Kevin Edler today! we have the tools you need to own your institution’s The Tatnall School * Grey Nun Academy Regina Coeli Academy operations today—and plan better for tomorrow. By phone: 610-715-5765 Ursuline Academy * Gwynedd Friends School Revolution School * By email: [email protected] Wilmington Friends School Gwynedd Mercy Academy High School River Valley Waldorf School LEARN MORE: dudesolutions.com/ paisboa Wilmington Montessori School * Gwynedd Mercy Academy, Elementary Sacred Heart Academy Bryn Mawr Saint Basil Academy NEW JERSEY Bridge Academy Harrisburg Academy * School in Rose Valley Security, Appreciation, Respect!Quench_PAISBOA_04042019.indd 1 4/4/2019 6:55:45 PM Friends School, Mullica Hill Hill Top Preparatory School Scranton Preparatory School * For over 40 years, the member Contact Educational Institutions Haddonfield Friends School HMS School for Children with CP Silver Springs Martin Luther School companies of Utica National have Resident Senior Vice President Facilities/Project Moorestown Friends School Holy Child Academy Solebury School provided customized coverages, Brian Saville by phone at ManageMent Princeton Academy of the Holy Child School at Rosemont Springside Chestnut Hill Academy as well as claims and risk 315-734-2843 or by email at Providing Facilities Sacred Heart St. Aloysius Academy management services designed [email protected]. Consulting Services to over 300 energy specifically for schools to help Clients Since 1999 Princeton Friends School Holy Ghost Preparatory School St. James School keep kids and staff safe. ManageMent Stuart Country Day School of the Hope Lutheran Christian School St. Joseph’s Preparatory School Contact us to see how we can align your facilities Sacred Heart Hope Partnership for Education St. Peter’s School We are proud of our 97% claims with your mission! Building Westfield Friends School Hunting Park Christian Academy Stratford Friends School satisfaction rate*, given to us by ® coMMissioning our policyholders. International Christian High School Talmudical Yeshiva School of Philadelphia *2018 Claimant PENNSYLVANIA Jack M Barrack Hebrew Academy sustainaBility Satisfaction Survey [email protected] A Step Up Academy Kimberton Waldorf School Abington Friends School Kohelet Yeshiva High School The Grayson School Abrams Hebrew Academy Kosloff Torah Academy The Haverford School t 610 868 9600 www.theshg.com @bldgstewardship Academy of Notre Dame de Namur The Hill School Academy of The New Church Lancaster Country Day School The Institutes Lansdowne Friends School The Montessori School AIM Academy LaSalle College High School The Pathway School Ancillae-Assumpta Academy Linden Hall School for Girls The Phelps School Logan Hope School The Philadelphia School Benchmark School Malvern Preparatory School The Shipley School Blair Christian Academy The Waldorf School of Philadelphia Buckingham Friends School Meadowbrook School Timothy School Cabrini University Media-Providence Friends School Torah Academy Calvary Temple Christian Academy Mercy Career and Technical High United Friends School Cedar Grove Christian Academy School University of the Arts Center School University of the Sciences in Children’s School at Saint John’s Philadelphia We provide asset management to nonprofits, Church Farm School Miquon School Upland Country Day School Clementine Montessori Montessori Children’s House of Valley Day School including educational endowments, foundations Community Partnership School Valley Forge Valley Forge Military Academy Concept School Montgomery School Villa Joseph Marie High School and public pension funds. Our highest Cornerstone Christian Academy Moore College of Art & Design Villa Maria Academy High School commitment is helping our partners achieve Crefeld School Moravian Academy Villa Maria Academy Lower School Cristo Rey Philadelphia High School Mount Saint Joseph Academy Walden School their mission through investment performance, Delaware County Christian School Nazareth Academy Grade School Waldron Mercy Academy Nazareth Academy High School West Chester Friends School unique insights and service. Delaware Valley Friends School Delta School New School of Lancaster * West Hill School Devon Preparatory School Newtown Friends School Westminster Theological Seminary Eastern University Norwood-Fontbonne Academy Westtown School Episcopal Academy Olney Christian School Wetherill School Fairville Friends School Open Door Christian Academy William Penn Charter School Frankford Friends School Overbrook School For The Blind Willistown Country Day School Montessori French International School of Pen Ryn School Philadelphia Pennsylvania Academy of the Fine Arts Windsor Christian Academy Higher Value. Friends School Haverford Pennsylvania Institute of Technology Won Institute of Graduate Studies Friends Select School Pennsylvania School For The Deaf Woodlynde School Wyndcroft School For more information on our services visit our website at Friends’ Central School Perelman Jewish Day School commonfund.org or contact Steve Snyder, Managing Director WWW.PAISBOA.ORG George School Philadelphia Montgomery Christian * Indicates New Member at [email protected]. Germantown Friends School Academy 2019 VENDOR CONTACTS

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