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Full Schedule

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Monday, February 21, 2022
7:00 AM – 8:00 AM CT
Business Solutions Showcase and Breakfast

7:00 AM – 8:00 AM CT

Business Solutions Showcase and Breakfast
Location: Grand Horizon Ballroom

7:00 AM – 4:30 PM CT
Headshot Lounge

7:00 AM – 4:30 PM CT

Headshot Lounge
Location: Great Lakes Ballroom Foyer

7:00 AM – 5:00 PM CT
Health and Safety Room

7:00 AM – 5:00 PM CT

Health and Safety Room
Location: John Hancock

7:00 AM – 5:00 PM CT
NBOA Connect Café

7:00 AM – 5:00 PM CT

NBOA Connect Café
Location: Great Lakes Ballroom Foyer

7:00 AM – 5:00 PM CT
Registration

7:00 AM – 5:00 PM CT

Registration
Location: Great Lakes Ballroom Foyer

8:15 AM – 10:00 AM CT
Opening Session with Remarks from Jeff Shields and Keynote Presentation from Jade Simmons

8:15 AM – 10:00 AM CT

Opening Session with Remarks from Jeff Shields and Keynote Presentation from Jade Simmons
Location: Great Lakes Ballroom

Keynote Speaker: Jade Simmons – CEO of Jade Media Global

*Moderator: Jeff Shields, FASAE, CAE – National Business Officers Association

Jade Simmons – CEO of Jade Media Global ### 1560269###Keynote Speaker###Rockstar Concert Pianist, Activational Speaker, ###CEO of Jade Media Global###
Keynote Speaker: Jade Simmons – CEO of Jade Media Global
@@@ Jeff Shields, FASAE, CAE – National Business Officers Association ### 318192###*Moderator###President and Chief Executive Officer###National Business Officers Association###
*Moderator: Jeff Shields, FASAE, CAE – National Business Officers Association

10:00 AM – 10:30 AM CT
Refreshment Break and Meet & Greet

10:00 AM – 10:30 AM CT

Refreshment Break and Meet & Greet
Location: Great Lakes Ballroom Foyer

10:30 AM – 11:50 AM CT
Concurrent Sessions A and Deep Dive

10:30 AM – 11:30 AM CT

Compliance Considerations for Executive Compensation
Location: Water Tower

Primary Presenter: Kristin M. Anderson – PKF O'Connor Davies, LLP

Co-Presenter: Rob Cordero, CPA – PKF O'Connor Davies

Audit, Tax & Compliance

Kristin M. Anderson – PKF O'Connor Davies, LLP ### 1445574###Primary Presenter###Tax Senior Manager###PKF O'Connor Davies, LLP###
Primary Presenter: Kristin M. Anderson – PKF O'Connor Davies, LLP
@@@ Rob Cordero, CPA – PKF O'Connor Davies ### 1445567###Co-Presenter###Partner, Independent School Practice Leader###PKF O'Connor Davies###
Co-Presenter: Rob Cordero, CPA – PKF O'Connor Davies

10:30 AM – 11:30 AM CT

Creative and Flexible Management Solutions for Today’s Endowments
Location: Glessner

Primary Presenter: Matthew Porter – Fiducient Advisors

Co-Presenter: Alex Heiberger – The Madeira School

Co-Presenter: Devon Francis, CIMA – Fiducient Advisors

Endowments & Investing

Matthew Porter – Fiducient Advisors ### 1460506###Primary Presenter###Managing Partner, Head of Endowments and Foundations###Fiducient Advisors###
Primary Presenter: Matthew Porter – Fiducient Advisors
@@@ Alex Heiberger – The Madeira School ### 627426###Co-Presenter###Chief Financial Officer###The Madeira School###
Co-Presenter: Alex Heiberger – The Madeira School
@@@ Devon Francis, CIMA – Fiducient Advisors ### 1460507###Co-Presenter###Partner & Senior Consultant###Fiducient Advisors###
Co-Presenter: Devon Francis, CIMA – Fiducient Advisors

10:30 AM – 11:30 AM CT

Employee Benefit Trends in Leading Independent Schools
Location: Daniel Burnham

Primary Presenter: Rollin Schuster – NFP

Co-Presenter: Richard R. Bartlett – NFP

Hiring & Retention

Rollin Schuster – NFP ### 1445564###Primary Presenter###Managing Director###NFP###
Primary Presenter: Rollin Schuster – NFP
@@@ Richard R. Bartlett – NFP ### 1445561###Co-Presenter###Senior Advisor###NFP###
Co-Presenter: Richard R. Bartlett – NFP

10:30 AM – 11:30 AM CT

Getting Back to Good Governance
Location: Great Lakes B

Primary Presenter: Paul Mayhew – River Oaks Baptist School

Co-Presenter: Evelyn Cambria, MA – Episcopal High School - Houston

Co-Presenter: Kristin L. Smith, J.D. – Fisher Phillips LLP

Governance

Paul Mayhew – River Oaks Baptist School ### 322612###Primary Presenter###Associate Head of School for Operations###River Oaks Baptist School###
Primary Presenter: Paul Mayhew – River Oaks Baptist School
@@@ Evelyn Cambria, MA – Episcopal High School - Houston ### 1445585###Co-Presenter###Chief Financial Officer###Episcopal High School - Houston###
Co-Presenter: Evelyn Cambria, MA – Episcopal High School - Houston
@@@ Kristin L. Smith, J.D. – Fisher Phillips LLP ### 663083###Co-Presenter###Lawyer###Fisher Phillips LLP###
Co-Presenter: Kristin L. Smith, J.D. – Fisher Phillips LLP

10:30 AM – 11:30 AM CT

Post-COVID-19 Cybersecurity in Plain English
Location: Great Lakes C

Primary Presenter: Christina Lewellen, CAE – Association of Technology Leaders in Independent Schools

Co-Presenter: Denise Musselwhite – www.denisemusselwhite.com

Technology

Christina Lewellen, CAE – Association of Technology Leaders in Independent Schools ### 1083685###Primary Presenter###Executive Director###Association of Technology Leaders in Independent Schools###
Primary Presenter: Christina Lewellen, CAE – Association of Technology Leaders in Independent Schools
@@@ Denise Musselwhite – www.denisemusselwhite.com ### 1445590###Co-Presenter###Change Leader & Strategic Partner###www.denisemusselwhite.com###
Co-Presenter: Denise Musselwhite – www.denisemusselwhite.com

10:30 AM – 11:50 AM CT

DEEP DIVE: Affordability and Accessibility: A Conversation with Heather Hoerle and Jeff Shields
Location: Great Lakes Ballroom

Presenter: Heather Hoerle – The Enrollment Management Association

Presenter: Jeff Shields, FASAE, CAE – National Business Officers Association

Tuition Modeling & Pricing

Heather Hoerle – The Enrollment Management Association ### 627477###Presenter###Executive Director and CEO###The Enrollment Management Association###
Presenter: Heather Hoerle – The Enrollment Management Association
@@@ Jeff Shields, FASAE, CAE – National Business Officers Association ### 318192###Presenter###President and Chief Executive Officer###National Business Officers Association###
Presenter: Jeff Shields, FASAE, CAE – National Business Officers Association

11:30 AM – 1:15 PM CT
Business Solutions Showcase and Lunch

11:30 AM – 1:15 PM CT

Business Solutions Showcase and Lunch
Location: Grand Horizon Ballroom

1:30 PM – 2:30 PM CT
Concurrent Sessions B

1:30 PM – 2:30 PM CT

Connecting Governance and Equity Work
Location: Daniel Burnham

Primary Presenter: Jen C. Cort, LCSW-C – Jen Cort Consulting

Co-Presenter: Valaida L. Wise, Ed.D – Dr. Valaida Wise Consulting, Inc.

Diversity & Inclusion

Jen C. Cort, LCSW-C – Jen Cort Consulting ### 844260###Primary Presenter###Founder###Jen Cort Consulting###
Primary Presenter: Jen C. Cort, LCSW-C – Jen Cort Consulting
@@@ Valaida L. Wise, Ed.D – Dr. Valaida Wise Consulting, Inc. ### 1445602###Co-Presenter###President and Principal Consultant###Dr. Valaida Wise Consulting, Inc.###
Co-Presenter: Valaida L. Wise, Ed.D – Dr. Valaida Wise Consulting, Inc.

1:30 PM – 2:30 PM CT

Controllers Special Interest Group
Location: Great Lakes A

Presenter: Liz Maher, CPA, MBA – National Business Officers Association

Accounting

Liz Maher, CPA, MBA – National Business Officers Association ### 1214775###Presenter###Director, Accounting and Tax Programs###National Business Officers Association###
Presenter: Liz Maher, CPA, MBA – National Business Officers Association

1:30 PM – 2:30 PM CT

Designing the Best School in America
Location: Great Lakes B

Primary Presenter: Grant Lichtman, MS – Future of K-12 Education

Co-Presenter: Greg Papay – Lake Flato Architects

Facilities Management

Grant Lichtman, MS – Future of K-12 Education ### 627483###Primary Presenter###Chief Provocateur###Future of K-12 Education###
Primary Presenter: Grant Lichtman, MS – Future of K-12 Education
@@@ Greg Papay – Lake Flato Architects ### 1445604###Co-Presenter###Partner###Lake Flato Architects###
Co-Presenter: Greg Papay – Lake Flato Architects

1:30 PM – 2:30 PM CT

Ensuring Equitable Pay Practices in Schools
Location: Great Lakes C

Primary Presenter: Linda Johnson, JD – McLane Middleton Professional Association

Co-Presenter: Chris Duble – Fred C Church Inc.

HR Regulatory Compliance

Linda Johnson, JD – McLane Middleton Professional Association ### 1445527###Primary Presenter###Director, Chair of the Education Law Group###McLane Middleton Professional Association###
Primary Presenter: Linda Johnson, JD – McLane Middleton Professional Association
@@@ Chris Duble – Fred C Church Inc. ### 1551967###Co-Presenter###Chief Executive Officer###Fred C Church Inc.###
Co-Presenter: Chris Duble – Fred C Church Inc.

1:30 PM – 2:30 PM CT

Financial Planning Strategies in an Evolving Social and Economic Landscape
Location: Glessner

Primary Presenter: Robert Tu, CFA – S&P Global Ratings

Co-Presenter: David Pannepacker – Germantown Academy

Co-Presenter: Gary Nowicki – Stifel, Nicolaus & Company, Incorporated

Budgeting & Financial Planning

Robert Tu, CFA – S&P Global Ratings ### 1445586###Primary Presenter###Associate Director###S&P Global Ratings###
Primary Presenter: Robert Tu, CFA – S&P Global Ratings
@@@ David Pannepacker – Germantown Academy ### 1538166###Co-Presenter###Chief Financial and Operating Officer###Germantown Academy###
Co-Presenter: David Pannepacker – Germantown Academy
@@@ Gary Nowicki – Stifel, Nicolaus & Company, Incorporated ### 1538167###Co-Presenter###Director###Stifel, Nicolaus & Company, Incorporated###
Co-Presenter: Gary Nowicki – Stifel, Nicolaus & Company, Incorporated

1:30 PM – 2:30 PM CT

Influential Leadership: Overcoming Challenges and Reaching Your Goals
Location: Water Tower

Primary Presenter: Paco Rodriguez, JD, MBA – SAGE Dining Services, Inc.

Co-Presenter: Olaf Weckesser, MBA, CPA – The Pingry School

Governance

Paco Rodriguez, JD, MBA – SAGE Dining Services, Inc. ### 430180###Primary Presenter###President and Co-Founder###SAGE Dining Services, Inc.###
Primary Presenter: Paco Rodriguez, JD, MBA – SAGE Dining Services, Inc.
@@@ Olaf Weckesser, MBA, CPA – The Pingry School ### 430223###Co-Presenter###Chief Financial and Operating Officer###The Pingry School###
Co-Presenter: Olaf Weckesser, MBA, CPA – The Pingry School

2:30 PM – 3:00 PM CT
Business Solutions Showcase and Refreshment Break

2:30 PM – 3:00 PM CT

Business Solutions Showcase and Refreshment Break
Location: Grand Horizon Ballroom

3:00 PM – 4:20 PM CT
Concurrent Sessions C and Deep Dive

3:00 PM – 4:00 PM CT

Difference as an Asset: Cultivating Neurodiverse Communities
Location: Great Lakes C

Primary Presenter: Kaytria Stauffer, SHRM-CP – A Step Up Academy

Co-Presenter: Ev Smith – A Step Up Academy

Diversity & Inclusion

Kaytria Stauffer, SHRM-CP – A Step Up Academy ### 1445517###Primary Presenter###Director of Business Operations###A Step Up Academy###
Primary Presenter: Kaytria Stauffer, SHRM-CP – A Step Up Academy
@@@ Ev Smith – A Step Up Academy ### 1445519###Co-Presenter###Diversity and Equity Specialist###A Step Up Academy###
Co-Presenter: Ev Smith – A Step Up Academy

3:00 PM – 4:00 PM CT

Getting Your Board on Board with Financial Guardrails and Outcomes
Location: Great Lakes A

Primary Presenter: Nancy N. Greene, CPA – Pine Crest School

Budgeting & Financial Planning

Nancy N. Greene, CPA – Pine Crest School ### 844286###Primary Presenter###Vice President for Finance and Operations###Pine Crest School###
Primary Presenter: Nancy N. Greene, CPA – Pine Crest School

3:00 PM – 4:00 PM CT

Governing Conduct: Understanding The School’s Role in Blurry Situations
Location: Water Tower

Presenter: Megan Mann – National Association of Independent Schools (NAIS)

Legal

Megan Mann – National Association of Independent Schools (NAIS) ### 302125###Presenter###Legal Counsel###National Association of Independent Schools (NAIS)###
Presenter: Megan Mann – National Association of Independent Schools (NAIS)

3:00 PM – 4:00 PM CT

Have Your Internal Controls Survived the Pandemic?
Location: Glessner

Primary Presenter: Rob Cordero, CPA – PKF O'Connor Davies

Co-Presenter: Hydee Bressler – The Allen-Stevenson School

Accounting

Rob Cordero, CPA – PKF O'Connor Davies ### 1445567###Primary Presenter###Partner, Independent School Practice Leader###PKF O'Connor Davies###
Primary Presenter: Rob Cordero, CPA – PKF O'Connor Davies
@@@ Hydee Bressler – The Allen-Stevenson School ### 1445571###Co-Presenter###Director of Finance and Operations###The Allen-Stevenson School###
Co-Presenter: Hydee Bressler – The Allen-Stevenson School

3:00 PM – 4:00 PM CT

What's in Your Pantry: Spice Up Your Leadership
Location: Great Lakes B

Primary Presenter: Damian Kavanagh, Ed.S., CAE – MISBO

Co-Presenter: Aggie Malter, EdD – PAISBOA

Change Management

Damian Kavanagh, Ed.S., CAE – MISBO ### 600934###Primary Presenter###President###MISBO###
Primary Presenter: Damian Kavanagh, Ed.S., CAE – MISBO
@@@ Aggie Malter, EdD – PAISBOA ### 1445597###Co-Presenter###President & CEO###PAISBOA###
Co-Presenter: Aggie Malter, EdD – PAISBOA

3:00 PM – 4:20 PM CT

DEEP DIVE: Business Leadership and the Future of Independent Schools
Location: Great Lakes Ballroom

Presenter: Jennifer O. Hillen, CPA, CGMA – National Business Officers Association

Presenter: James Palmieri, Ed.D. – National Business Officers Association

Presenter: Patrick Schuermann – Vanderbilt University and Peabody College

Change Management

Jennifer O. Hillen, CPA, CGMA – National Business Officers Association ### 430208###Presenter###Chief Learning Officer###National Business Officers Association###
Presenter: Jennifer O. Hillen, CPA, CGMA – National Business Officers Association
@@@ James Palmieri, Ed.D. – National Business Officers Association ### 601000###Presenter###Executive Vice President###National Business Officers Association###
Presenter: James Palmieri, Ed.D. – National Business Officers Association
@@@ Patrick Schuermann – Vanderbilt University and Peabody College ### 435444###Presenter###Research Assistant Professor of Educational Leadership and Public Policy; Director of Vanderbilt Abu Dhabi Leadership Development Project and Chair, Peabody Professional Leadership Institutes ###Vanderbilt University and Peabody College###
Presenter: Patrick Schuermann – Vanderbilt University and Peabody College

4:30 PM – 6:00 PM CT
Business Solutions Showcase and Reception

4:30 PM – 6:00 PM CT

Business Solutions Showcase and Reception
Location: Grand Horizon Ballroom