Business Officer Institute

2025 Business Officer Institute

June 9–12, 2025  •  Charleston, SC  •  Ashley Hall

Schedule

Below is an outline of the 2025 BOI schedule. Details of exact session dates and times will be posted in late April. All times listed are Eastern and will be revised or confirmed in the final schedule.

Monday, June 9

5:00 PM – 8:00 PM

Reception, Dinner, and Opening Keynote Session

Hyatt House Charleston/Historic District

Tuesday, June 10

7:15 AM – 8:15 AM

Breakfast

Hyatt House Charleston/Historic District

Breakfast is only for individuals staying at the hotel.

 

8:15 AM

Buses depart for Ashley Hall

 

8:45 AM – 5:00 PM

Learning sessions*, including breaks and lunch

Ashley Hall

 

5:00 PM – 6:30 PM

Reception and tour of Ashley Hall

 

6:30 PM

Transportation to the Hyatt House Charleston/Historic District

Evening on your own

Wednesday, June 11

7:15 AM – 8:15 AM

Breakfast

Hyatt House Charleston/Historic District

Breakfast is only for individuals staying at the hotel.

 

8:15 AM

Buses depart for Ashley Hall

 

8:45 AM – 5:00 PM

Learning sessions*, including breaks and lunch

Ashley Hall

 

6:00 PM – 8:00 PM

Reception and Closing Dinner

Ashley Hall

Thursday, June 12

7:15 AM – 8:15 AM

Breakfast

Hyatt House Charleston/Historic District

Breakfast is only for individuals staying at the hotel.

 

8:15 AM

Buses depart for Ashley Hall

 

8:45 AM – 12:00 PM

Learning sessions*, including breaks

Ashley Hall

 

12:00 PM

Adjourn

Transportation from school to Hyatt House Charleston/Historic District

* Learning sessions over the course of the program will include:

  • Independent School Culture
  • The Independent School Business Model
  • Net Tuition Revenue and Financial Aid
  • Essentials of Not-for-Profit Accounting
  • Personalities in the Workplace: DiSC Profile Assessment
  • Human Resources
  • Legal IssuesFacilities and Operations
  • Risk Management
  • Financial Reporting and Data Analysis
  • Diversity. Equity, Inclusion and Belonging
  • NBOA Tools and Resources to Support You
  • Business Office Partnerships: Admissions and Enrollment Management
  • Business Office Partnerships: Development and Institutional Advancement
  • Business Office Partnerships: Governance and Working with the Board
  • The Critical Partnership Between the Head of School and Business Officer

Plus, small group discussions and reflections with your Professional Learning Network (PLN) and roundtable Q&A sessions with faculty.