California Independent Schools Business Officers Association

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2018 Annual Conference and Meeting
Hilton San Francisco Financial District
Pre-Conference Workshops
Sunday, May 6th, 11:30 AM - 4:30 PM

Our HR Workshop Planning team has  put together an informative and interactive program that provides timely professional development on topics of interest to anyone involved with HR in independent schools. Topics range from practical day to day compliance concerns to those addressing a more strategic focus. 

Sunday – May 6, 2018

11:30-12:15         Opening remarks, lunch and ice breaker

12:15-12:30         Trends in HR Risk Management

Darrow Milgrim, SVP & National Director, Independent School Practice  & Camp Programs, Gallagher

12:30-12:45         Break

12:45 -2:00          Sessions 1, 2, and 3

2:00-2:15              Break

2:15-3:30              Sessions 1, 2 and 3

3:30-3:45              Break

3:45-4:30              Table Topics and closing

Breakout session descriptions:

HR Bootcamp: If you are new to the field of Human Resources or a CFO with responsibility for HR, this session is for you.   What are the top things you should have on your radar? Learn what your HR colleagues recommend should be your top priorities.Personel Files,Employee Handbooks, Compliance, Overview of Leaves of Absence, Exempt/Non-Exempt Classification Audit, and The Workers Compensation Process

The Amazing Maze of Leaves will encompass important legal information, presented by Donna Williamson of LCW, as well as practical tools and tips including spreadsheets, forms and checklists from two school HR Directors, Angela Oliver (Sage Hill School) & Rebecca Rowland (Campbell Hall).

From Process to Perspective – Enhancing Your HR Leadership Skills Strategic HR skills are more important than ever in today’s high performing independent schools.  Compliance and administrative tasks can often consume most of our time but human resources can and should be able to do more to help our schools achieve their strategic goals.  This session will provide participants with insights and practical tools they can immediately apply in their own school to move from transactional to strategic thinking.  Come prepared to have an entertaining, interactive session designed to inspire you to move to a more strategic mindset.

Thank you to our HR Workshop Planning Team:
Donna Voogt, Director of HR, Chaminade Preparatory, - Team Chair
Dave Carter, Director of HR, The Buckley School
Anne Condren, Director of HR, Lick-Wilmerding School
Joyce Goodman, Chief Human Resources Officer, Viewpoint School
Angela Oliver, Director of HR, Sage Hill School
Rebecca Rowland, Director of HR, Campbell Hall Episcopal
Michael Russell, Director of HR, The College Preparatory School

Register HERE for the HR Workshop

Statistical Survey Workshop: Dive Deeper into Data Analysis
There are three levels in working with the survey, each delving progressively more deeply into the data: The "What" level, the "Why" level and the "How" level. Last year's workshop explored the "What" level.  This year we will be focusing on the "Why" and the "How" levels.

During this highly interactive workshop, teams of Business Officers will a develop a multi stage sustainability enhancement plan for an independent school whose performance has deteriorated over the past several years due to a combination of competitive pressures, deteriorating competitiveness and a challenging economy.

Under the guidance of Dr. Harry Bloom, Senior Vice President of Client Solutions of Measuring Success, participants will use the CalISBOA benchmarking database to understand the drivers of the school’s sustainability challenges. Then, they will assess a number of corrective actions to enhance the school’s situation relating to revenue, shifts in spending/investment, and better use of assets. Finally, they will have an opportunity to model the impact of their proposed changes.

A panel of judges, working under Dr. Bloom’s guidance will assess the quality of the teams’ work and award a prize to the solution judged to be best. The results of the exercise will be announced at the Annual Conference on Monday. Open only to member schools who completed the 2017 Cal-ISBOA Survey.

Our facilitator:

Dr. Harry Bloom profit experience includes brand and product management at Procter & Gamble and General Electric and management consulting with McKinsey & Company. In his independent school work, Dr. Bloom has developed and implemented a number of marquee programs, including the Atidenu Recruitment and Retention program, the Recruitment and Retention Academy, the Governance & Fundraising Academy and the Financial Benchmarking and Financial Re-engineering program. These programs have helped well over 100 independent schools enhance revenue, increase efficiency and strengthen their sustainability. Bloom has conducted and published independent school and nonprofit governance research that has identified practices that predict financial and educational success. 

Dr. Bloom has been a featured presenter at conferences for the National Business Officers Association, the Independent School Association of the Central States, the New York State Association of Independent Schools, and the California Business Officers Association.















Register HERE for the Data Workshop

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