March 16, 2023
10:00 am Registration
10:30 am Welcome & Keynote Session
WHY Do You Do What You Do? | H. Watson Jordan II, EdD
We all have a WHY, but many of us don’t know what it is. Together in our WHY Discovery workshop we will identify your WHY and explore ways to leverage the WHY framework for yourself, your team, and the multiple constituencies the business office serves. You will generate momentum to stand out for the gifts you have, vitalize your relationships, and maximize your impact. It is a fast, insightful, and fun experience with actionable results.
12:00 pm Lunch
1:00 pm Top Trends in Independent Schools | Liz Maher, NBOA
The number of hats and the weight of responsibility on the shoulders of business officers have always been plenty. Inflation, retention issues with students and employees, and overall wellness are only a few areas that greatly impacted independent schools this past year and added to their plate. In this session, attendees will learn how to use past information to help inform the future. We will dig through data from NBOA’s Business Intelligence for Independent Schools (BIIS) to learn what happened and consider its impact on the future. Attendees will also learn what is currently top of mind for NBOA staff.
2:15 pm Break | Sponsored by FACTS
2:30 pm Breakout Session I | Select One
Creating a Strategic Financial Plan | Liz Maher, NBOA
It is no secret that long-term financial planning that includes realistic expectations is a step in the right direction to attaining financial sustainability. But where does an independent school start and how do they know which levers to adjust to reach their goals? In this session, attendees will learn about the basics of creating a long-term financial model, considerations for scenario planning, and discover tools to help monitor financial health.
Disability: The Realities and Promise of Inclusion | John Sharon
Fifteen percent of the world’s population has an intellectual or physical disability, but for many reasons, NAIS schools have historically not served these individuals. That’s beginning to change. Campuses are increasingly accessible, admissions offices more welcoming, and teachers more flexible. From students with learning differences to faculty with mobility issues, NAIS schools are becoming more inclusive of people with disabilities. We’ll share research about leading schools and what they have done to become more welcoming and supportive. We’ll look at ways to expand our school communities to include more mission-appropriate students and teachers with disabilities who represent the best of what our schools can be. And we’ll discuss how this issue of diversity, equity, inclusion, and justice must be part of broader institutional efforts to recognize once-marginalized voices.
3:45 pm Lions and Tigers and Bears, Oh My! | Lisa Gordon Stella
Explore the legal considerations and constraints of hot topics such as mental health policies, terminating an employee, and document retention requirements in North Carolina. Lisa Gordon Stella, independent school attorney will guide us through these topics and more!
4:45 pm Formal Program Concludes | Check into Hotel
6:00 pm Optional Dinner
March 17, 2023
8:30 am Continental Breakfast
9:00 am The Nuts and Bolts of Nonprofit Best Practices in North Carolina | David Heinen
During this session, we will explore some of the finer points of nonprofit policy and procedures, including exciting topics such as record retention and classification of workers. Additionally, we will dive into the NC Center of Nonprofits' 2023 public policy agenda for nonprofits. Led by the Center's Vice President for Public Policy and Advocacy, be sure to come with your burning questions on 501c3 rules and regulations.
10:00 am Break | Sponsored by Little Diversified Architectural Consulting, Inc.
10:15 am Legislative & Regulatory Update | Amaka Nsonwu Farmer, TIAA
This session will cover the changes enacted after the passing of SECURE Act 2.0 and how the Multiple Employer Plans help mitigate the administrative lift to stay in compliance with the new regulation.
11:20 am Roundtable Discussions
12:15 pm Lunch & Presentation | “Board”ing School: Training Your Boards to Embrace Their Fiduciary Responsibility | Melissa Stanley and Jim Fries, Brown Edwards
Accepting a board position also means accepting the fiduciary responsibility that goes with the position. In this session, we will discuss board members' various legal duties with their position. We will also discuss reading and interpreting the organization’s Form 990.
Learning objectives:
Learn the legal responsibilities of board members.
Gain insight into understanding Form 990.
Prerequisites:
General knowledge of not-for-profit entities.
Advanced Preparation: None
Program Level: Basic
Delivery method: Group Live
CPE credits: 1 Hour, Specialized Knowledge
Brown, Edwards & Company, LLP 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 the 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 Sponsor ID # 103709
1:30pm Adjourn
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