California Independent Schools Business Officers Association

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2019 Annual Conference and Meeting
The Garland, North Hollywood
Pre-Conference Workshops
Sunday, April 28th, 10:00 AM - 4:30 PM

Preliminary Schedule

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 – April 28, 2019

9:30-10:00 Check-in
10:00-11:15     Opening
Session - HR Jeopardy
    Heads Panel Discussion, General Session
Update from Gallagher, Eric Swenson
1:30-1:45         Break

1:45-3:00  Breakout Sessions 1 (3 Topics)
3:00-3:15  Break
Breakout Sessions 2 (3 Topics)
4:30-4:45         Closing Remarks

Preliminary Breakout Session descriptions:

HR Jeopardy
An entertaining, interactive and enlightening "Jeopardy style" workshop led by Michael Blacher and Donna Williamson of Liebert Cassidy Whitmore. Covering a variety of HR legal topics, this workshop is offered as a General Session to all HR Workshop attendees. (Room Assignment: El Camino)

Heads Panel Discussion - The Evolving Role of HR in Independent Schools
In recognition of the increasing complexity of HR in California and the impact on our schools, we are facilitating a panel discussion and Q & A with a group of Heads from a variety of California Independent Schools. The discussion will provide real-world insights regarding the evolving role of HR at our schools in California and the contributions of the HR professional ranging from transactional to strategic. Join Rebecca Rowland, Director of Human Resources, Campbell Hall; Rose Helm, Head of School, John Thomas Dye; Luthern Williams, Head of School, New Roads School; Andrew Wooden, Interim Head of School, The Buckley School; and Robert Webb, President, Chaminade College Preparatory. (Room Assignment: El Camino)

Breakout Sessions
Each session will be offered twice. Attendees can choose to attend two of the following three breakout sessions.

HR Fundamentals - Employee Life-Cycle - Knowing what to do to avoid legal pitfalls and ensure compliance with the ever changing legal landscape can be a challenge, especially when you're new to HR. This session will provide you with core fundamentals and best practices of the employee life cycle. Topics include on-boarding and separation, training requirements including the new SB1343, and record retention. Special open forum format to gain immediate solutions to your pressing compliance needs. Join Dave Carter, Director of Human Resources, The Buckley School and Jennifer Maxwell, Director of Human Resources, Head-Royce School for this interactive session.(Room Assignment: Cabrillo North)

Fiduciary Fun: Your Responsibilities as a Retirement Plan Administrator
A panel of your independent school HR colleagues will lead this session designed to help you understand your fiduciary role and responsibilities as relates to your school's retirement plan(s). Join Angela Oliver, Director of Human Resources at Sage Hill; Michael Russell, Director of Human Resources, The College Preparatory School; Anne Condren, Director of Human Resources, Lick-Wilmerding High School; and
Amir Martin and Oscar Chavez of Morgan Stanley who will provide input from the perspective of the Plan Administrator. (Room Assignment: Cabrillo South)

Today's Independent School HR Professional: Evolving from a transactional mindset to strategic partner and influencer
Andrea Goodkin, Executive Vice President of HUB International, will lead this session aimed at supporting and elevating the HR professional in their strategic role as big-picture partner and influencer. (Room Assignment: El Camino)

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Workshop Presenters

Today's Independent School HR Professional: Evolving from a transactional mindset to strategic partner and influencer

Andrea Goodkin

Human Capital Consulting Practice Lead at HUB International Midwest Ltd.

Currently Executive Vice President, Human Capital Consulting Practice Lead for Hub International, Andrea has over 26 years of human resource leadership and consulting experience across diverse organizations, and has a specialized talent for developing high-performing human capital programs and teams. She applies this extensive experience to help clients implement cost-effective, cutting-edge workforce strategies and solutions. Before joining HUB, Andrea led HR for the Northern California offices of Baker & McKenzie, LLP. Andrea has a Bachelor’s Degree from the University of Washington, with an emphasis in Industrial Psychology. She holds a Certificate from the Human Resource Executive Program at the Stanford University, Graduate School of Business, a Senior Professional in Human Resources certification from the Human Resource Certification Institute, and is a SHRM Senior Certified Professional.

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

Jennifer Maxwell, Director of HR, Head-Royce 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

Jessica McCullagh, Enrollment & HR Manager, The Archer School for Girls

Thank you to Sponsor & HR Workshop underwriter Gallagher.

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