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Annual Conference & Meeting Program Cal-ISBOA SUPPORT, SOLUTIONS & PROFESSIONAL ADVANCEMENT 2018 ANNUAL CONFERENCE & MEETING PROGRAM Beyond Business As Usual: The Innovation Mindset in Independent Schools May 2018 OUR GENEROUS CAL-ISBOA 2018 CONFERENCE & ANNUAL MEETING SPONSORS Special Thanks to ALL of our 2018 Sponsors! OUR GENEROUS CAL-ISBOA 2018 CONFERENCE & ANNUAL MEETING UNDERWRITERS Platinum Level Sponsor & Dinner Platinum Level Sponsor & Speaker Underwriter Underwriter Welcome! Our Conference Planning Group Welcome Letter from the Association Director Welcome to the 2018 Cal-ISBOA Annual Conference • Julia Yzaguirre, CFO, The Center for Early and Meeting! Each year we come together as independent Education - Chair school peers and business partners to share professional • Beth Lee, Business Director, Peninsula School knowledge, to develop relationships, and to experience a • Sandi Pierce, Assistant Head for Finance & sense of our community. Operations, Cate School This year, schools throughout the country have been tested • Margaret Randazzo, CFO, Hillbrook School by tragedy – from mass shootings both on campus and at • Daniel Rothbauer, COFO, Curtis School community events – to individual heartbreak, including Board Members student suicides and the sudden loss of a faculty member. California school communities have been threatened by wildfires and mudslides. In response, schools have provided • Nick Hernandez, President support and comfort to their faculty and families, as well Marlborough School, Los Angeles as to their neighbors. And the greater independent school • Janet Koller, Vice-President community throughout California and the country has Chaminade College Preparatory, Chatsworth reached out to provide resources and show concern. In so doing, we have demonstrated that our value and our • Kathy Jones, Chair, Programs purpose is greater than providing outstanding academic Marin Country Day School, Corte Madera programs. Independent schools teach the importance of • James Cooper, Chair, Statistics standing together, stepping up and being a constructive Sequoyah School, Pasadena force within our larger communities. • Tammi Jones, Chair, Membership Our members represent the full range of independent TVT Community Day School, Irvine schools throughout California. Each has its own culture • Terry Lee, Chair, Governance and mission and is proudly independent. All are faced The Nueva School, Hillsborough with the challenges and opportunities of operating within • Mitch McDiffett, Treasurer the state of California. We understand each other and Brentwood School, Los Angeles come together to advance common interests and help • Janet Peddy, Secretary one another. Every day, Cal-ISBOA members and our The Webb Schools, Claremont corporate partners are available to share knowledge, information, data, and resources. It may be in the form of • Jane Carney routine survey participation or updates on State regulations and information on proposed tax reform. It could also The College Preparatory School, Oakland be in response to a crisis, such as providing additional • Cristina Casacuberta counselors to help students with sudden loss, or shelter The Hamlin School, San Francisco during a sudden evacuation. We stand by each other. • Don Cook Cal-ISBOA’s goal is to connect, inspire, support and Crane Country Day School, Santa Barbara strengthen independent school business offices. Today you • Jeanne Jacobs-Gaffney will hear from your peers and Cal-ISBOA community Alice and Nahum Lainer School, Los Angeles members. They will share experiences, discuss solutions, • Kathy Layendecker and engage in problem solving. It is an opportunity to look Castilleja School, Palo Alto at challenges in new ways and think about the future. • Jeanette Moore Your decision to join us today underscores your The San Francisco School, San Francisco commitment to your profession and your peers. Your • Michael Neff participation not only adds depth to your professional Laguna Blanca School, Santa Barbara knowledge, it also enriches that of your colleagues and our • Angela Oliver Cal-ISBOA Association. Sage Hill School, Newport Coast • Dave Sigal Thank you! La Jolla Country Day School, La Jolla • Steve Smith Association Director Keys School, Palo Alto • Pat Takahashi Martha Ambros • Escuela Bilingüe Internacional, Oakland • Lisa Turchan The Buckley School, Sherman Oaks Our Presenters Keynote Speakers: Bo Adams Chief Learning & Innovation Officer, Mount Vernon Presbyterian School Executive Director of the Mount Vernon Institute for Thank you to Bolton & Innovation Company for their additional underwriting support! Katlyn Grasso Founder and CEO of GenHERation What is school for? Should the objective be to fill students’ minds with lots of subject-area content and help them get good grades? Should the desired outcome be to help learners discover purpose and help them to make a positive impact on the world? What if we could enhance student engagement, teach for the “five C’s (Communication, Creativity, Collaboration, Critical Thinking, and Character), and solve local and global problems all at the same time? What if we more intentionally blurred the lines between school life and real life? These are some of the big, essential questions that Bo Adams will address in his portion of the collaborative sharing with Katlyn Grasso. Moreover, Bo will share what School 3.0 could look like as educators work to transform schooling from the industrial model to the innovation model. GenHERation founder Katlyn Grasso epitomizes the innovation mindset as someone who bridged the classroom and real life in practice. Katlyn will share her personal story of how she started four businesses while she was in high school and college. She will highlight how professionals across different industries can use entrepreneurship to revitalize their workplace. Katlyn will also share how the findings of her global research on girls’ leadership development can be applied to any work environment to promote a culture of growth and collaboration. FUN FACTS 78% of member schools are accredited by CAIS 75% of member schools are accredited by WASC 48% rent their facilities to outside groups Our Program Sunday, May 6 12:00 – 1:30 Lunch and Annual Meeting Grand Ballroom Foyer/Grand Ballroom 6:00 – 10:00 PM Cocktails & Kick-Off Dinner 1:45 – 3:00 Breakout Session One Thank you to Armanino • HR California How Does Your School for their additional underwriting support! Handle It All? Columbus I • Financial Assistance 2018/19: Inclusion and Equity Issues Columbus II • Picturing the Future: Strategic Monday, May 7 Planning 2018 Columbus III 7:30 – 8:30 AM 3:00 – 3:15 Afternoon Break Breakfast & Registration 3:15 – 4:30 Breakout SessionTwo Grand Ballroom Foyer • Great Places to Work: What 8:30 – 8:45 California Schools Are Doing to Add Value to Staff and Faculty Welcome & Introductions Employment Grand Ballroom Columbus I • Grading Independent Schools – 8:45 – 10:15 Where Does Your School Stand? Keynote Speakers with Q & A Columbus II Featuring Bo Adams & Katlyn Grasso • Contracts, Contracts, Contracts Columbus III 4:30 – 6:00 Closing Wine & Cheese 10:15 – 10:45 Break Reception Grand Ballroom Foyer 2nd Floor Foyer and Terrace 10:45 – 12:00 General Panel Discussion Grand Ballroom This Is Not a Drill: Emergency Preparedness and Recovery in the Wake of California Wildfires and Mudslides “Creativity is intelligence having fun.” – Albert Einstein general session breakout sessions 10:45 - Noon 1:45 - 3:00 Session One 3:15 - 4:30 Session Two This is not a Drill: Emergency Preparedness and Recovery in the Wake of the California Wildfires and Mudslide Panelists will share their experiences and lessons learned and discuss what worked, what didn’t and what they are thinking about now. Sandi Pierce, Assistant Head for Finance & Operations, Cate School, Jennifer Macias, Director of Finance & Operations, Sonoma Country Day School, Don Cook, Director of Finance & Operations, Crane Country Day School Contracts, Contracts, Contracts Best practices in reviewing and establishing contracts with vendors. Topics will include: Language to look out for, indemnification clauses, independent contractors, Insurance COIs, waivers, subrogation, and streamlining the work load in the Business Office. Presenters: Daniel Rothbauer, COFO, Curtis School, Heather DeBlanc, Liebert, Cassidy, Whitmore, Darrow Milgrim, AJ Gallagher & Co. Picturing the Future: Strategic Planning 2018 How do you feel when you hear the phrase “strategic planning process”? What have those processes been like at your school? What is the role of the CFO and business office in setting long term vision? Come hear about the visual participatory process undertaken by Hillbrook School in Los Gatos, CA and how the use of graphic facilitation as a way to design an experience that mirrored the school’s values led to the creation of a strategic plan (Vision 2020) that is central to the way the CFO measures and communicates the school’s priorities. Presenters: Giselle Chow, Graphic Facilitator and Margaret Randazzo, CFO at Hillbrook School Great Places to Work: What California Schools are Doing to Add Value to Staff and Faculty Employment A panel discussion of non-salary benefits in independent schools including housing, Student Loan Payment support, on-campus childcare. Panel: Terry Lee, Associate Head of School, The Nueva School, Bill Silver former CFO, Menlo School, Sandi Pierce, Assistant Head, Cate School, Aaron Levine, CFO French American International School, San Francisco – Moderator: Julia Yzaguirre,
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