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.

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This service is available to NBOA members only.
Sponsor

This series is presented with generous support from Blackbaud.

Fall Webinar Series

Financial Aid Trends That Will Inform the Year Ahead

The economic waves set off by the pandemic in 2020 will continue to impact the private school financial aid landscape for years to come. As we enter the third COVID-impacted school year, schools can use financial aid analysis of last year’s applications to inform their financial aid budgets in the upcoming season. Presenters will provide insights on family, applicant, and award data, and suggest how school leaders can use this information to forecast financial aid budget dollars and family demand.

Learning Objective: Participants will learn about financial aid trends and ongoing impacts of the pandemic, which they can apply to analyze their school data, forecast budgets, and develop strategies and processes that support a healthy and sustainable financial aid program in the upcoming season.

CPE Credit

Field of Study: Economics – Technical
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: Business

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: Business Acumen

Presenter(s)

Speaker

Alisa Evans, Founder and Managing Partner, Mission Enrollment Strategy Solutions, LLC

Alisa Evans is founder and managing partner at Mission Enrollment, which works with more than 45 independent schools across the U.S. to process financial aid applications. With more than 20 years of experience in independent schools and higher education institutions, she helps schools deliver aid programs and use financial aid tools that provide every child with an equal opportunity to receive an excellent education. She resides in Redlands, California.

Speaker

Anita Harper, Consultant

Anita Harper has worked with more than 1,800 K-12 schools in different roles over the past 15 years. Prior to entering consulting, she served as the senior account manager with Community Brands, which owns the School and Student Services (SSS) financial aid platform, and as a national director at NAIS. She currently sits on the financial aid committee and admissions board of an independent school. She resides in Minneapolis, Minnesota.

The Essentials of Cryptocurrency and Digital Transformation

Cryptocurrencies are becoming more mainstream, and some independent schools are already tapping them. Is your school prepared to work with cryptocurrency or respond to donors or parents who want to use it? Learn about the latest changes in technology and digital strategy that will help your school take advantage of this new type of exchange. Benefits include bringing in new donors, increased transparency, and lower transaction costs.

Learning Objective: Participants will learn about the benefits of blockchain cryptocurrency for independent schools, including increasing transparency, impact on a donor base, and lower transaction costs.

CPE Credit

Field of Study: Finance – Technical
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

Noah Buxton, Managing Director, Blockchain and Digital Assets Practice, Armanino LLP

Noah Buxton leads Armanino’s blockchain and digital assets practice, and has more than 10 years of audit, legal, IT and regulatory compliance experience. Buxton is also a member of the Information Systems Audit and Control Association, the American Institute of Certified Public Accountants, the California Bar Association, and International Association of Privacy Professionals. He holds certifications for the Linux Foundation's Hyperledger permissioned blockchain and is a certified HITRUST CSF practitioner.

Speaker

Kathy Ferguson, Audit Senior Manager, Armanino LLP

Kathy Ferguson is a nonprofit senior audit manager at Armanino. She has over 19 years of accounting and auditing experience, with a focus on nonprofit entities. Ferguson provides guidance on best practice recommendations and the proper reporting and presentation of financial statements. She holds a B.A. in accounting from Texas A&M Commerce and is a member of the AICPA and the Texas Society of Public Accountants.

Speaker

Dean Quiambao, Chief Relationship Builder, Armanino LLP

Dean Quiambao is a business development partner and chief relationship builder with Armanino. For more than 20 years, he has helped independent schools across the country address their tax, audit, and outsourced accounting needs. Quiambao is a frequent speaker for private school associations, including NBOA, Cal-ISBOA, PAISBOA, FCIS and MISBO. He holds a B.S. in managerial economics from University of California, Davis and attended De La Salle High School in Concord, California. He maintains his membership within the American Institute of CPAs, California Society of CPAs, and the National Business Officers Association (NBOA).

Successful Mergers and Partnerships: Legal and Cultural Considerations

Mergers, acquisitions, joint ventures, collaborations, and shared revenue sources continue to be developing areas in independent schools. After the contracts are signed and transactions complete, what are the next steps in the process of bringing communities together, aligning leadership, and setting shared policies and priorities? Learn what factors need to be considered to ensure a smooth transition in manner that is legally compliant while being mindful of unique histories, culture, and mission of each school.

Learning Objective: Participates will learn the next steps in the process of bringing communities together, aligning leadership, and setting shared policies and priorities with mergers.

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 General

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: HR Expertise

Presenter(s)

Speaker

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

Grace H. Lee is a partner with Venable, LLP in the labor and employment practice. 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 currently serves as NBOA’s legal counsel. Lee holds a J.D. from The George Washington University Law School and a B.A. from Northwestern University.

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. She 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. She regularly presents at NBOA and NAIS annual conferences and regional and professional associations.

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

NAIS-NBOA Data Entry

DASL/BIIS Financial Operations Open for Data Entry

Gain access to powerful reporting tools in Business Intelligence for Indepenendent Schools (BIIS) like the NBOA Financial Dashboard, the Composite Financial Index (CFI) Calculator and more by entering your data into DASL/BIIS Financial Operations. Data entry is open now through November 19.

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