Cal-ISBOA

SUPPORT, SOLUTIONS & PROFESSIONAL ADVANCEMENT 2016 ANNUAL CONFERENCE & MEETING PROGRAM Change • Challenge • Opportunity

May 2016 OUR GENEROUS CAL-ISBOA 2016 CONFERENCE & ANNUAL MEETING SPONSORS Special Thanks to ALL our 2016 Sponsors

OUR GENEROUS CAL-ISBOA 2016 CONFERENCE & ANNUAL MEETING SPONSORS Underwriters

Golden State Level Sponsors & Platinum Level Sponsor & Speaker Underwriter Underwriting Contributors for Kick-Off Dinner

~ 2 ~ Welcome! Board President Association Director Jane Carney Martha Ambros

Dear Colleagues, elcome to San Jose and the Cal- e have come a long way since becoming a statewide WISBOA Annual Conference and Wassociation just five years ago. Our membership Meeting. Each year by coming together has grown by 38% to 239 member schools and over 85% at the Conference we are reminded of of those schools participated in the Annual Survey last the strength of our Association. Cal- fall. Not only has the Cal-ISBOA listserv become the go-to ISBOA truly represents what is best place for answers relevant to our California schools, but about the Independent School world: our association has increased its visibility both locally and your collegiality, sense of purpose, dedication, generosity, nationally as one of the go-to places for data collection and professionalism, humor, and warmth. These are evident quality professional development. We’ve really “grown up” as throughout the year in so many ways: your thoughtful listserv an association. responses, exceptional participation in our Statistical Survey, With this growth comes an increased responsibility to willingness to reach out to colleagues, active participation in ensure Cal-ISBOA is not only meeting the current needs of professional development opportunities, and support of the its members, but is also planning for its future. One of the Association. Our members truly are our greatest resource! primary areas of focus for the Board this year was to develop a Strategic Plan to help define our goals and chart our course This conference leverages all of those things and underscores for the next five years. the fact that by coming together and supporting each other There are three major goals the Cal-ISBOA board has our professional lives are much richer. Please take advantage identified as the foundation of the plan: of the professional development opportunities, but also make time to network with your colleagues and talk with • Provide quality services to enhance the Business our corporate partners. All of you are here because of your Officer’s professional standard, its visibility within the dedication to our schools. This is a great chance to learn, organization, and its support of each school’s mission. problem solve, catch up with old friends and meet new • Raise awareness of the Business Officers’ function within people. the independent school community. Today we all have a chance to get away from the office day- • Foster a membership community. to-day and think about the future. Whether your timeline The Board of Directors invites you to is addressing issues you may face next partner with us as we put the Strategic The Fairmont Hotel, San Jose year or five years down the road, you’ll Plan into action. Not only hear about our changing do we encourage each of workforce and how the you to share your thoughts, survey can help you concerns, suggestions - influence your school’s we count on it. I want to also take this opportunity strategic decision-making to acknowledge the process. You’ll also outstanding work done this learn about the future year by the Cal-ISBOA Board of Cal-ISBOA – the ways and their commitment to the Association will the Association, as well as continue to offer you great to our Association Director value and increase your Martha Ambros. When opportunities to connect you think about how much and grow professionally. we have accomplished with one employee and 21 Thank you for joining us volunteer board members, today. It’s never easy it’s very impressive. Thank to leave the Business you so much for your time, Office. Your presence and expertise and care for the investment of time will be professional. rewarded throughout the ~ Jane year with the knowledge you gain and the relationships you build.

~ 1 ~ ~ Martha Our Presenters In many spheres of human endeavor, from science to business to education to economic policy, good decisions depend on good Keynote Speaker measurement. Donna Orem Ben Bernanke Interim President NAIS Sacha Litman Founder & Managing Director onna Orem was named interim Orem speaks frequently about Measuring Success D president of NAIS in November leadership, governance, trends 2015. in independent education, and workforce development. She is the n 2015, Orem served as NAIS’s chief author of numerous book chapters IMeasuring operating officer for 11 years before and articles. Most recently, she Success was becoming interim president. In co-authored the NAIS Trustee selected to work that capacity, she directed the Handbook, 10th edition, published in with Cal-ISBOA to organization’s strategic planning September 2015. bring our Statistical and provided vision and leadership Survey over to a for new initiatives, products, and She holds a B.A. in English from St. new platform and services. She also oversaw human Joseph’s University (Pennsylvania) to work with us to look ahead to the resources and talent management. and attended graduate school at the future of the survey. Orem joined NAIS in 1998 as the University of Maryland School of vice president for educational Journalism. Since 2003, Measuring Success has leadership and later became Her Keynote Address is titled, “Get- worked with over 1,000 foundations the vice president for strategic ting Ready for the Changing Work- and non-profits to improve their initiatives and research. force.” effectiveness. As the “big data” solution for the nonprofit sector, Measuring Prior to joining NAIS, she was Orem will speak about how Success’s expertise includes data the vice president for products collection, analysis, and aggregation. and services development at the Millennials will bring different attitudes and expectations to the Litman has worked for McKinsey and Council for Advancement and workforce, challenging our schools to Company and Credit Suisse and has also Support of Education (CASE). In her think differently about all aspects of served as Director of Strategy for an 15 years at CASE, she also served as talent management. international non-profit organization. the vice president for independent schools. In that role, she managed He holds an MBA from Northwestern all services for the independent University, MPA from Harvard University, school advancement community, and his BS in applied mathematics from including the annual CASE/NAIS Yale University. Litman will discuss Conference. Insights and Benchmarks that Drive Strategic Decisions at Independent Earlier in her career, she served as Schools.including signature stories, associate director for the American financial communications and message Association of University Women development. (AAUW).

~ 2 ~ Thursday, April 30 Our Program 6:00 – 10:00 PM Cocktails & Kick- Off Dinner 1:30 – 2:45 Breakout Session One Friday, May 1 • A Safer School Is Closer Than You schedule 7:30 – 8:30 AM Breakfast & Might Think Registration This Independent School “ready” overview 8:30 – 8:45 Welcome & safety discussion will start with Introductions an overview of who should be Thursday, May 5 leading your safety program. 8:45 – 10:15 KEYNOTE ADDRESS Presenter: Chris Joffe 6:00 - 10:00 PM Getting Ready for the Changing Cocktails & Kick-Off Dinner Workforce • California Legal Issues Relating to Silicon Valley Capital Club Donna Orem Student Health and Disabilities California schools are faced Friday, May 6 There have been many challenges with a wide range of legal issues and opportunities for the related to their students’ health 7:30 – 8:30 AM independent school community and disabilities. Breakfast & Registration over the past few years, but one Presenter: Susan Ansberry challenge that is looming with little 8:30 – 8:45 AM attention is the changing workforce. • FASB Update: What Private Welcome & Introductions Within the next decade, Millennials Independent Schools Need 8:45 – 10:15 AM will make up an increasing share of to Know Independent school the workforce--forecasts suggest business offices are dealing with KEYNOTE ADDRESS 75% by 2025. They will bring accounting and reporting reform Getting Ready for the Changing with them different attitudes and on multiple fronts. Workforce expectations, challenging our Presenters: Josh Nevarez, and Donna Orem schools to think differently about Dean Quiambao, Armanino LLP all aspects of talent management: 10:15 – 10:45 recruitment, retention, 3:00 – 4:15 Breakout Session Two Break compensation, succession planning, etc. We’ll look at forecasted • California Independent Schools 10:45 – 11:45 workforce trends and analyze how Benefits Trust – Looking Forward these trends will affect the business Come learn and ask questions Measuring Success: Using Survey model of independent schools. about the Benefit Trust. Data in Independent School Presenters: Derice Hogle & Tom Decision Making 10:15 – 10:45 Polenzani Sacha Litman Break 10:45 – 11:45 • Aligning Your Technology 11:45 – 1:15 PM Measuring Success: Using Program to Serve Your Lunch and Annual Meeting Independent School Mission In Survey Data in Independent 1:30 – 4:15 School Decision Making this session, we’ll talk about how to assess a technology program Breakout Sessions Presenter: Sacha Litman Cupertino, Fairfield and Glen and ensure proper alignment Ellen Rooms Mr. Litman will discuss insights and with the overall strategic goals of benchmarks that drive strategic a school. 4:30 decisions at independent schools. Presenter: Gabriel Lucas including signature stories, financial Reception communications and message • Transgender Inclusion on School Fountain Restaurant in the Fairmont Hotel development. Campuses – A Discussion of 11:45 – 1:15 Evolving Policies & Practices Lunch and Annual Meeting How do your policies fit into your school’s culture and mission? Are they compliant with current lanning is bringing the future Presenters: Joel Baum, Michael P into the present so that you Blacher, and Barbara Whitney can do something about it now. Alan Lakein ~ 3 ~ member-to-member always did something I was a I little not ready to do. I think Breakout Sessions that’s how you grow. When there’s that moment of ‘Wow, I’m not really sure I can do this,’ There are two sessions. and you push through those moments, that’s when you have a breakthrough. 1:30 – 2:45 Session One Marissa Mayer 3:00 – 4:15 Session Two

Presenters will share their experience and knowledge on the topics below .Take the opportunity to hear what your peers are doing to address topics of interest to the business office. Share your knowledge and engage in conversation with your California colleagues. Participation and questions are encouraged. 2 Session Choices | 6 Topics 2:15 – 4:15 Breakout Sessions

A Safer School Is Closer Than You Might Think • Reunification Story: Have you ever wondered what happens when a parent or guardian This Independent School “ready” safety discussion shows up and demands their child even will start with an overview of who should be leading though they’re not on the child’s emergency your safety program. We’ll move through the card? Or perhaps you’ve thought about how conversation to two emergencies: ­one impacting a you might need to bring emergency cards on prestigious school in Southern California and one field trips, picnics and gatherings? Using a an incredible Bay Area school. Finally, I’ll share the shooting that occurred in Chris’ hometown reunification nightmare that many of you fear worst! and a very personal story, learn how to more effectively manage your very own • Case Study 1: A shooting that goes awry. (I Reunification process. guess that’s true for any shooting)... How one school’s reaction protected hundreds of Presenter: Chris Joffe, CEO, Joffe Emergency students ­and how it went even better than Services the plan. Learn how to create the same feeling of empowered staff, faculty and students on California Legal Issues Relating to Student Health your campus. Understand how you, too, can and Disabilities prevent or respond to a similar emergency.

• Case Study 2: When we work on California schools are faced with a wide range of preparedness, we often start with legal issues related to their students’ health and earthquakes - ­ in California anyway. Learn disabilities. In this presentation, we will discuss legal the way that earthquake protocols can be issues including the new California regulations on leveraged in ANY emergency -­ even a simple Epi-pens, the status of state law on vaccinations, the flood, or how they might be effectively duty of private schools to accommodate students’ translated into lockdown procedures by staff. disabilities under the Americans with Disabilities Act and California law, and ways to minimize legal risk in light of these legal obligations.

Presenter: Susan Ansberry, Partner, Folger Levin ~ 4 ~ LLP, San Francisco 2 Session Choices | 6 Topics

Financial Accounting Standards Board Update: Aligning Your Technology What Private Independent Schools Need to Know Program To Serve Your Independent School Mission Independent school business offices are dealing with accounting and reporting reform on multiple fronts. Many schools these days are reworking, reinvent- In this breakout session, attendees will discuss the ing, or reimagining their technology departments. FASB changes to the nonprofit external financial For some this means creating a new design thinking statement reporting model and how specifically it space and managing it via the technology depart- will impact independent schools reporting for CFOs ment. For others it means rethinking the scope and members of their Board of Directors. and sequence of their technology classes. For still others it means introducing new hardware, altering Presenters: Josh Nevarez, CPA, Partner-in-Charge their 1:1 program, or merging the technology and of Private Education, Armanino LLP and Dean library departments. Quiambao, CPA, Partner, Armanino LLP Sometimes these changes support a school’s 3:00 – 4:15 Breakout Session mission, but other times they feel indiscriminate. In this session, we’ll talk about how to assess a technology program and ensure proper alignment California Independent Schools Benefits Trust – with the overall strategic goals of a school. We will Looking Forward focus on important metrics for a CFO, including various financial and operational configurations. Come learn and ask questions about the Benefit We will examine several case studies and explore Trust. This session will be an interactive discussion different alternatives that a CFO might want to where independent schools can learn more about propose to a leadership team that is questioning its the trust. A group discussion will focus on the fol- technology strategy. lowing: Presenter: Gabriel Lucas, Co-Founder of ATLIS & • CISBT update and news on 2017 CISBT benefit Principal, Ed Tech Recruiting offerings! • What is the timeline to receive a proposal Transgender Inclusion on School Campuses – A from the trust and what is the implementation discussion of evolving policies and practices process should your school have interest in joining? How do your policies fit into your school’s culture • Integrated technology platform to help and mission? Are they compliant with current streamline daily tasks performed in the busi- California laws? We will discuss legal and non ness office legal topics to address to ensure that your school • What schools are the best fit for the trust? is welcoming to transgender community members There is no downside to getting a quote. including: dress codes, restrooms and athletics, the • Common questions and answers that your cost of accommodations and same sex schools. board of directors may have. • For schools with 100 employees and fewer Presenters: Joel Baum, Senior Director, Policy, Gen- moving to small group plans, what is the der Spectrum, Michael Blacher, Partner, Liebert, impact of member level rating and reduced Cassidy Whitmore and Barbara Whitney,Director of benefit plan designs? How the Trust solves Finance & Operations, Crossroads School for Arts these problems. and Sciences. Presenters: Derice Hogle, Board Chair, Benefit ou must always be able to predict Trust & Tom Polenzani, Director, Employee Bene- what’s next and then have the fits, Bolton & Co. Y flexibility to evolve. ~ 5 ~ Marc Benioff special mentions

Long-Standing Board Members Stepping Down

on Bannerman, VP of Finance and Operations, Schools of the Sacred R Heart After a career in the Silicon Valley private sector, Mr. Bannerman moved to non-profit management. His private school business manager experience began at Brandeis Hillel Day School in San Francisco, followed by Schools of the Sacred Heart - San Francisco, and recently joining Saint Andrews Episcopal School in Saratoga. Since joining the Board in 2008, Ron has co-chaired the Programs Committee and been a member of the Stats Committee. Ron remarked on his Cal-ISBOA Board experience, “The commraderie of the Association membership, highlighted by the close relationships with fellow Board members, gave new meaning to the whole is greater than the sum of its parts.”

ue Reyneri, Director of Finance, Junipero Serra High S School Ms. Reyneri served for twenty years as Business Officer/CFO in a variety of independent schools - Sea Crest School, Phillips Brooks, Castilleja School and Junipero Serra High School. Sue devoted six years to the Cal-ISBOA Board as Secretary, serving on a variety of commitees: Finance, Healthcare Task Force, Governance, and also served on the CISBT Board. Sue is proud of the growth of Cal-ISBOA over the past 6 years (membership doubled in size, going state-wide), professionalism of the organization (Executive Director, larger, more strategic Board) and launching of the Health Care Trust.

teve Kierman, Director of Finance, Windward School SMr. Kierman has been Windward’s Director of Finance and Operations since 1995. Steve served on the Steering Committee of the Southern California Independent School Business Officers Association, (SCISBOA) since 1997. In 2011, when SCISBOA and ISBOA came together, Steve was elected to the Board of Directors for the newly formed, California Independent Schools Business Officers Association (Cal-ISBOA). Steve has also been a member of the National Business Officers Association (NBOA) since 1999 and in 2012 was elected to its Board of Directors. Mr. Kierman has served on several committees during his tenure with SCISBOA and Cal-ISBOA. These include Membership, Programs, Statewide Annual Meetings and most recently, Chair of the Governance Committee. While on the NBOA Board, Steve served on the Association Relations Committee, the Governance Committee and Chaired the Awards Committee. In 2012, Steve received the NBOA’s Will Hancock “Unsung Hero” Award for “excellence in business management and leadership in schools.” Mr. Kierman notes that “One of my fondest achievements was being instrumental in the formation of our “statewide” Cal-ISBOA organization and seeing it become one of the premier business he only thing we know about the officer organizations for independent schools.” Tfuture is that it will be different ~ 6 ~ Peter Drucker consider joining a committee...

Finance Committee (Chair, Mitch McDiffett) The Finance Committee is responsible for overseeing the Association’s budget, accounting, Thank you to all members who submitted nominations reporting and financial practices. Specifically, the for the Board of Directors. Your involvement in this committee assures internal controls, an independent process is greatly valued and offered us a strong pool audit, and financial analysis and sustainability for the of candidates organization. The Finance Committee prepares all financial statements and submits them to the board for review and After much consideration, we believe we have created a approval. slate that will fairly and effectively represent all of our Program & Professional Development Committee (Co- members. In creating this slate we sought to balance Chairs Angela Oliver, Kathy Jones) board membership while considering the following factors: geography, school size and type, as well as The Program Committee oversees professional gender. In reviewing the list of potential candidates, the development program and assesses existing programs. outlook for future leadership is very positive. The committee facilitates discussions about program priorities for the Association and ensures that the program represents diverse topics of interest to membership. The committee works closely with the Association Director to execute and plan program offerings. al-isboa board slate Governance Committee (Chair, Steve Kierman) 2016/17 c The Governance Committee is responsible for the identification of new Board Members, orientation and the OFFICERS: overall performance of the Board as a governing body and leadership group within the association. President: Jane Carney, The College Preparatory School Vice President: Janet Koller, Chaminade College Preparatory Specific responsibilities of the committee include: Secretary: Janet Peddy, The Webb Schools Assessment of overall Board composition and succession Treasurer: Mitch McDiffett, Brentwood School planning; assessment of Board effectiveness as a governing body; development of Board orientation process; provide NEW BOARD NOMINEES: Board development opportunities. Cristina Casacuberta Hamlin School Statistics Committee (Chair, James Cooper) Kathy Layendecker Castilleja School The Statistics Committee oversees the development of the Michael Neff Laguna Blanca School Annual Statistical Survey to make certain that it meets the CURRENT BOARD MEMBERS NOMINATED FOR ADDITIONAL TERM: needs of the membership. The Committee works with the Association Director to ensure that delivery of the survey Derice Hogle Sonoma Academy and results are seamless and timely. Janet Peddy The Webb Schools Strategic Planning Task Force (Chair, Lisa Turchan) THE FOLLOWING MEMBERS WILL BE CONTINUING THEIR TERMS ON THE BOARD: Responsible for providing guidance to the Board and Membership on the development of the long-range James Cooper The Walden School strategic plan. Nick Hernandez Marlborough School Lynette Heydorff Chandler School Membership Committee (Chair, Tammi Jones) Kathy Jones Marin County Day School Tammi Jones Tarbut V’ Torah The Membership Committee promotes membership growth Terry Lee The Nueva School and retention. The Committee works with the Association Dennis Malone Head-Royce School Director and board members to assess and communicate Jeanette Moore San Francisco School Angela Oliver Sage Hill School member benefits to existing and potential members. The David Royal Mirman School committee also works to promote the mission, goals and Pat Takahashi Escuela Bilingüe Internacacional activities of the Association with its multiple constituencies. Lisa Turchan The Buckley School It provides input and oversight in developing and Clif Wilcox The Harker School implementing a communication plan to identify the needs of its target audiences as well as the best vehicles and ~ 7 ~ messages to meet those communications needs. ~ 8 ~

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Working for Our Children’s Future | Ensuring Our Legacy Flintridge Sacred Heart Academy CAL-ISBOA PROUDLY SERVING Foothill Country Day School French American International School French American School of Silicon Valley 239 Member Schools Gateway School German International School of Silicon Valley Gideon Hausner Jewish Day School The Gillispie School The Girl’s Middle School Meet Our Member Schools The Gooden School Grand Lake Montessori The Greenwood School Abraham Joshua Heschel Day School Cathedral School for Boys Hamlin School Adda Clevenger School The Center for Early Education Hanna Boys Center Almaden Country School Chadwick School Harbor Day School Alverno High School Chaminade College Preparatory The Harker School The Archer School for Girls Chandler School Harkham Hillel Hebrew Academy Army and Navy Academy Charles Armstrong School Harvard Westlake The Athenian School Chartwell School Head-Royce School Aurora School Chatsworth Hills Academy The Healdsburg School Barnhart School Children’s Community School Hillbrook School The Bay School of San Francisco Children’s Health Council Idyllwild Arts Foundation Beacon Day School The Children’s School International School of the Peninsula Beechwood School Childrens Day School Jewish Community High School of the Bay Bellarmine College Preparatory Chinese American International School John Thomas Dye School Belmont Oaks Academy/Merry Moppet Christ Church/Ventana School Preschool Julia Morgan School for Girls Clairbourn School Bentley School Junipero Serra High School College Preparatory School Berkeley Hall School Katherine Delmar Burke School Contra Costa Jewish Day School The Berkeley School Kehillah Jewish High School The Country School Besant Hill School Keys School Crane Country Day School The Bishop’s School Kittredge School Crestmont School Black Pine Circle School La Jolla Country Day School Crestview Preparatory School Blue Oak School La Reina High School and Middle School Crossroads School for Arts and Sciences Brandeis Hillel Day School La Scuola Internazionale di San Francisco The Crowden School Brandeis Marin Laguna Blanca School Crystal Springs Uplands School The Branson School Laurence School Curtis School Brentwood School Lick-Wilmerding High School De La Salle High School Bridges Academy Live Oak School de Toledo High School The Buckley School Los Encinos School Drew School Campbell Hall Loyola High School of Los Angeles Dunn School Carden Conejo School Lycee Français de San Francisco East Bay School for Boys The Carey School Lycee International de Los Angeles Eastside College Preparatory School Carlthorp School Marianne Frostig Center of Educational Echo Horizon School Therapy (Frostig Center) Carondelet High School Ecole Bilingue de Berkeley Marin Academy Casa di Mir Montessori School Escuela Bilingüe Internacional Marin Country Day School Castilleja School Flintridge Preparatory School Marin Horizon School Cate School Meet Our Member Schools

Marin Montessori School The Presentation School Marin Primary & Middle School Presidio Hill School The Marin School Presidio Knolls School Marin Waldorf School Prospect Sierra School Stanford University Online High School Mark Day School Providence High School Star Academy Marlborough School PS1 Pluralistic School Stephen S. Wise Temple Maybeck High School Ramona Convent Secondary School Sterne School Mayfield Junior School Redwood Day School Stevenson School Mayfield Senior School Ring Mountain Day School Stratford School Menlo School Rolling Hills Preparatory School Sugar Bowl Academy Milken School Ronald C. Wornick Jewish Day School Synergy School Millennium School Sacred Heart Schools, Atherton Tahoe Expedition Academy Mirman School Sage Hill School Tarbut V’ Torah Montessori de Terra Linda Saint Andrew’s School Tehiyah Day School Montessori Family school Saint Mark’s School, Altadena The Thacher School Mount Tamalpais School San Diego French American School Town School for Boys Mulberry School San Diego Jewish Academy Trinity School New Horizon Irvine School San Domenico School Turning Point School New Horizon School Pasadena San Francisco Day School Urban School of San Francisco New Roads School San Francisco Friends School Valley Montessori School Northern Light School San Francisco School Viewpoint School Notre Dame High School San Francisco University High School Village School The Nueva School San Francisco Waldorf School Vistamar School Oak Grove School Santa Barbara Middle School Walden Center & School Oaks Christian School Santa Catalina School Walden School Oakwood School Schools of the Sacred Heart - San Francisco Waldorf School of the Peninsula Oasis Trilingual Community School Sea Crest School The Waverly School Odyssey School Sequoyah School The Webb Schools Ojai Valley School Seven Arrows Elementary School The Wesley School Orion Academy Seven Hills School Westerly School of Long Beach The Oxbow School Shu Ren International School Westland School Pacific Ridge School Sierra Canyon School Westmark School Park Century School Sinai Akiba Academy Westridge School Park Day School Sonoma Academy Westside Neighborhood School The Pegasus School Sonoma Country Day School Westside Waldorf School Peninsula Heritage School St James’ Episcopal School Wildwood School Peninsula School St. Catherine’s Academy The Willows Community School The Peregrine Project St. Margaret’s Episcopal School Windward School The Phillips Brooks School St. Matthew’s Episcopal Day Woodland School Pilgrim School St. Matthew’s Parish School Woodside Priory School Pinewood School St. Paul’s Episcopal School Yavneh Day School Polytechnic School Stanbridge Academy York School THANK YOU FOR COMING! STAY CONNTECTED AT WWW.ISBOA.ORG

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