March 10-11, 2022 | Cary Academy 

March 10, 2022

9:30 am Registration

9:45 am Building a Well-Oiled Team, Linda Nelson and Stephanie Keaney, NCAIS
Consider the Command Central role business offices play in the life of the school. You are the hub that provides life and resources to each of the multitude of spokes (stakeholders) you serve. Under normal circumstances, your team is stretched thin...under COVID circumstances, your team has maxed out its surge capacity to the point of depletion.  We’re exhausted and in desperate need of rejuvenation. Join NCAIS leaders as we explore the power of teamwork through DISC. Participants will be asked to complete a short DISC assessment prior to the session.  BRING YOUR TEAM for this roll-up-your-sleeves, deep dive into team dynamics.

11:45 am Lunch Roundtables 

1:00 pm Recruitment and Retention for a New Generation

 2:15 pm Break

 2:30 pm Breakout Session I | Select One

  • New Lease Standard: The Time Has Come for Not-for-Profits | Tony Smith, GreerWalker
    This session will give an overview of the changes under GAAP for the new lease standard and their effect on not-for-profits.
  • Cybersecurity | Murphy Holderness
    Given that educational institutions are a higher risk class of business with regards to cyber insurance, underwriters are becoming more stringent in the requirements that a school must take to protect their network. In this session we will discuss current market trends, minimum IT procedures that should be in place to protect your school and secure coverage, and what to expect going forward. Join us for this informational session as Murphy Holderness discusses current cyber market trends and how they are impacting underwriting guidelines for cyber insurance.

 3:45 pm Enterprise Risk Management: A New Model for Independent Schools 
United Educators (UE) Risk Management Consultant Liza Kabanova will share a bit about what enterprise risk management (ERM) programs can look like at K-12 independent schools, including the four steps of the ERM process: identifying, assessing, managing and reporting on school-wide risks. The presentation will end with a panel discussion with Murphy Holderness of Marsh McLennan Agency, and leaders at K-12 independent schools about the value of an ERM program, who participates in school-wide risk management, what risks are top of mind at independent schools in 2022 and some risk management resources for K-12 schools. 

 4:45 pm Formal Program Concludes | Check into Hotel

 5:30 pm Reception 

 6:15 pm Dinner 

March 11, 2022

 8:30 am Continental Breakfast 

 9:00 am The Business Office Role in Succession Planning

10:00 am Break

10:15 am Breakout Session III | Select One

  • Retirement Plans Options Panel - Representatives from the NCAIS TIAA MEP, MISBO MEP, CBIZ 403-b Consortium, and CG Financial will provide an overview of the retirement planning landscape, trends, changing fiduciary roles, and compare and contrast the benefits and structure of various options.

  • A New Frontier | Karl Sherrill
    Henry Ford was not only an innovator but also a strong leader within the Ford Company and beyond. As we think about his journey, how can we differentiate ourselves and our teams from others? And how do we do that in a way that moves us from good to great.

11:15 am Seizing Opportunity: Learning from the Pandemic Pandemonium, Damian Kavanagh, President and CEO, MISBO                          You’ve probably heard that you should never let a good crisis go to waste. Well – I don’t know if there is such a thing as a good crisis, but there may be a good opportunity from a crisis. This session’s central query is whether you are a boss with an agenda or a leader with a vision and how do we take what we had to do to survive and translate it into what we want to do to thrive. We will look at school through the lens of governance, finance, facilities, and HR and consider the skills of tenacity, empathy, innovation, and leadership. And you will meet my friend Gabriel and hear about his favorite color.

12:15 pm Lunch & PresentationLegal Trends in Non-Profit Law, Part II, Lisa Gordon Stella, Stella Law

Following up on her December webinar, Lisa will share updates and trends in post-COVID policies, Department of Labor requirements, and general non-profit legal compliance.  She will also include a Q&A time and have a brief discussion about future content and resources for the NCAIS Legal Library.

 1:30 pm Adjourn