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Cal-ISBOA 2024 Annual Corporate Sponsors


The generous support of our Corporate Sponsors provides Cal-ISBOA members with affordable access to up-to-date professional development opportunities in a relaxed, collegial environment. Thank you! 


For more information on our sponsors, please click on the links below.



Find us on LinkedIn: Vincent Shih: https://www.linkedin.com/in/vhshih/ & Karen Lo: https://www.linkedin.com/in/karen-lo-cpa-82257120/


Clarity is transforming the financial aid landscape through an intuitive, mobile-friendly platform that simplifies the application process and enhances administrative efficiency. It empowers schools with unparalleled support and technology, ensuring a smoother, more accessible financial aid experience for both administrators and families. Find us on LinkedIn: Brennan Stark: https://www.linkedin.com/in/brennanstark/ & Jan Chow: https://www.linkedin.com/in/jan-chow-10324343/

A.W.G. Dewar, Inc. has been the leading provider of tuition reimbursement insurance for nearly a century. Serving nearly 1,200 leading independent schools across North America, The Tuition Refund Plan offers substantial protection for both schools and their families from the financial consequences associated with student withdrawals and dismissals. Find us on Linkedin: John Sugrue: https://www.linkedin.com/in/john-sugrue/ & Skye Elkinson: https://www.linkedin.com/in/skinnon/

Our goal is to make educational dreams possible through service and technology. We offer standalone or fully integrated best-in-class products and services such as tuition and fee billing, financial needs assessment, online admissions management, and school information systems. Find us on LinkedIn: Carol Morris: https://www.linkedin.com/in/carol-morris-8852867/ & Kristen Blake: https://www.linkedin.com/in/kristenblake/








Stifel assists independent schools in all aspects of debt advisory services leading up to, during, and after a financing transaction. This includes debt capacity analysis, quantitative exploration of the optimal funding mix (capital campaign, reserve funds, long-term debt, bridge financing, etc.), and debt education for independent school Finance Committees and Boards. Stifel also assists schools in executing financings in the bank market (conducting RFP for bank bids and negotiating bank proposals) and in the public market (serving as bond underwriter and assisting in the credit rating process).





Cal-ISBOA is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP® or SHRM-SCP®. For more information about certification or recertification, please visit shrmcertification.org

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