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