Webinars

During the school year, NBOA conducts a series of webinars on Thursdays. Our goal is to bring you the latest information that is most relevant to your job as an independent school professional, in an easy and accessible format.

Unless otherwise noted, all webinars take place at 3:00 pm ET and are FREE to NBOA Members and $89 for nonmember schools. To learn more about these presentations, as well as the system requirements to attend, please see our Webinar FAQs.

Questions? Please email programs@nboa.org or call 202-407-7140.

Watch Past Webinars
This service is available to NBOA members only.
Sponsor

This series is presented with generous support from FACTS.

Spring Webinar Series

Can You Hear Me Now? Strategies for Effectively Communicating School Financial Information

Establishing a solid working relationship between an independent school’s business and communications offices enhances communication about operational drivers and fiscal priorities with your board, the internal school community, and parents. Understanding your audience, tailoring your message to meet the needs of the constituents, and communicating in a clear and direct manner will improve your ability to deliver the intended message, especially when it comes to financial and operational transparency. Learn how Westover School has adapted its communication channels to deliver timely information and address the challenges associated with school finances and operations over the past several years.

Learning Objective: Participants will gain strategies for communicating financial information to various audiences at your school and how to tailor the message to the needs of constituents.

CPE Credit

Field of Study: Specialized Knowledge
Delivery Method: Group Internet Based
Program Level: Basic

Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1.2

HRCI Credit

Recommended HRCI Credits: 1.0
HRCI Category: HR Business

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: Communication

Presenter(s)

Speaker

Thomas Gorman, Chief Operating Officer, Westover School

During his nearly 28-year career as an auditor, Thomas Gorman has worked with a variety of educational, non-profit, and governmental entities. He made the transition from public accounting to private industry in 2016 and now serves as the chief operating officer at Westover School in Middlebury, CT. In this capacity, he oversees the finance, accounting, investment management, facilities and information technology needs of the school. He also serves as the chief risk officer. Gorman earned his Bachelor of Science in business administration from Georgetown University.

Speaker

Lauren Castagnola, Chief of Staff, Westover School

Lauren Castagnola is currently chief of staff at Westover School, serving as a strategic advisor to the head of school and primary liaison between the school and the board of trustees. She also oversees the administrative, communications and marketing functions of the school, and as COVID coordinator. Prior to this role, Castagnola worked at a marketing and communication agency, as well as in higher education in both fundraising and alumni relations roles. She also served as director of annual giving and constituent relations at Westover School from 2012 to 2014. Lauren earned her bachelor’s degree in marketing and recently her master’s degree in organizational leadership, both from Quinnipiac University, where she also serves as an advisory board member to the People’s United Center for Women & Business.

Designing Heads’ Contracts That Hardwire Best Practices

Executive compensation is complex, and a strong contract with your head of school is critically important to their success and that of the school. Supporting your board in negotiating a contract with your head of school requires compliance with executive compensation regulations for tax-exempt organizations as well as balancing the school’s relationship with the head against the school’s obligations to families and the mission. Learn to identify the school’s needs and insert elements into the head’s contract to motivate your head and build a stronger relationship.

Learning Objective: Participants will learn to structure the head of school’s contract in a legally compliant manner while introducing clauses that encourage best practices in the head’s job performance.

CPE Credit

Field of Study: Business Law
Delivery Method: Group Internet Based
Program Level: Basic

Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1.2

HRCI Credit

Recommended HRCI Credits: 1.0
HRCI Category: HR Business

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: Business Acumen

Presenter(s)

Speaker

Caryn Pass, Chair, Education Practice, Venable LLP

Caryn Pass has represented independent schools for over 25 years. As chair of Venable’s Education Practice, she advises over 200 schools nationwide on a wide range of legal issues. She tracks trends specific to independent schools and develops industry best practice. Ms. Pass works with schools on legal issues raised by students, parents, employees, trustees, donors, alumni, neighbors, and vendors by establishing policies, procedures, and strategies that promote positive working and learning environments while limiting potential liability exposure. A problem solver and strategic thinker, Ms. Pass helps avoid liability while meeting the needs of the school. Ms. Pass works on documents utilized by independent schools, including employment, enrollment, and contractor agreements. She advises on the proper use of technology and social media, wage and hour compliance, employee and student discipline, admissions, investment, and financial issues, FMLA, performance evaluation design, and employee termination. She conducts investigations involving students, employees, and other members of the school community. In addition, she reviews employee and student handbooks, develops emergency preparedness plans and works with experts in the assessment of campus security. Ms. Pass designs and reviews by-laws and governance policies and works with boards to establish good governance. Ms. Pass is well known for her commitment to mentoring, supporting, and developing the next generation of independent school leadership and assists in developing transition plans and strategies for ensuring the new head’s success. She drafts and designs head of school employment contracts and advises on the intermediate sanctions process. Ms. Pass presents to schools on a variety of topics, including hiring, harassment prevention, manager training and appropriate student boundaries. Ms. Pass presents at NBOA and NAIS annual conferences and before regional and professional associations.

Speaker

Grace Lee, NBOA Legal Counsel and Partner, Education Practice, Venable LLP

Grace Lee is a partner with Venable, LLP in the Labor and Employment Practice. Lee is an independent school law attorney whose practice focuses on employment law, risk management and other compliance and regulatory matters that impact independent schools and nonprofit organizations. Lee has extensive experience helping schools implement compliant policies and adopt preventative strategies, and she has defended schools against claims regarding employment discrimination, harassment, retaliatory discharge, and wage and hour violations before administrative agencies and federal and state courts. She previously served as NBOA’s vice president, legal affairs. Lee holds a J.D. from The George Washington University Law School and a B.A. from Northwestern University.

CPE

CPE Information

NBOA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

SHRM

SHRM Information

NBOA is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). Webinars that have met SHRM's criteria to be pre-approved for recertification credit will be noted above. For more information about certification or recertification, please visit www.shrmcertification.org.

HRCI

HRCI Information

NBOA is a recognized provider of recertification credits. Webinars that have met the HR Certification Institute's criteria to be pre-approved for credit towards aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification will be noted above.

Featured

Cover of Financial State of the Industry

Just Released: Financial State of the Industry BIIS Financial and Operational Indicators: 2019-2020

The only research study based on the audited financial statements of independent schools, the Financial State of the Industry draws on data from hundreds of NBOA member schools collected in the BIIS platform. This report considers financial and operational data from the singular 2019-20 school year, which ended with remote instruction for most independent U.S. schools. Changes in schools’ financial health occurred both before the COVID-19 pandemic and as a result of it.

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