California Independent Schools Business Officers Association

Support  |  Solutions  |  Professional Advancement

We're happy to be able to provide high-quality conferences, seminars and other events to our members.  If you have an idea for a speaker or topic, please feel free to let us know.  A Presenter Proposal Form is available from the link above.


Upcoming events

    • 06 May 2018
    • 11:30 AM
    • 07 May 2018
    • 5:30 PM
    • Hilton Hotel Financial District - San Francisco

    Cal-ISBOA 2018 Annual Conference & Meeting

    Beyond Business As Usual: The Innovation Mindset in Independent Schools

    Sunday and Monday, May 6 &7
    Hilton San Francisco Financial District

    An enriching, informative and social experience...

    Our Annual Meeting brings together CFOs, Directors of Finance, Business Officers, Heads of School and Human Resources professionals from schools of all sizes and structures located throughout the state. Once a year we all come together at our Annual Meeting to share our ideas, hear about the progress of Cal-ISBOA, celebrate our successes, learn from our challenges, meet up with old friends and make new connections.

    This year we will be offering two Pre-Conference Workshops on Sunday, May 6th from 11:30 - 4:30.  Registration will be limited:

    • Human Resources Workshop New this year!
    • Cal-ISBOA Statistical Survey: Using the Results to Ask the Right Questions

    And, don't miss the Annual Kick-Off Dinner, Sunday, May 6: A relaxed and informal opportunity to talk with fellow Cal-ISBOA members from schools throughout our state.  Cocktails at 6:00 p.m., followed by dinner at 7:00 p.m.

    Click on here for preliminary program and schedule information.



Past events

08 Dec 2017 Cal-ISBOA Holiday Luncheons - Los Angeles & San Francisco
16 Nov 2017 Reviewing Strengths & Stretches From Recent Disasters & Leveraging The Experiences To Build Momentum Toward Safer Schools
08 Nov 2017 Cal-ISBOA Statistical Survey - Using your General Survey Results
26 Oct 2017 Legal Update and Discussion (Los Angeles)
16 Oct 2017 Legal Update and Discussion (San Francisco)
03 Oct 2017 Statistical Survey Data Enry Office Hours
26 Sep 2017 Burbank/Pasadena/Claremont/San Gabriel Regional Group Get Together
15 Sep 2017 Statistical Survey Q & A Session via Zoom
13 Sep 2017 Orange County Regional Mentor Group Breakfast
30 Aug 2017 Peninsula PK - 8 and K-12 and High Schools Regional Mentor Groups Meeting
16 Aug 2017 San Fernando Valley Regional Mentor Group Meeting
04 May 2017 2017 Cal-ISBOA Annual Conference & Meeting
04 May 2017 Survey Workshop: Making the Most of the Survey Data You Already Have
28 Feb 2017 The Cal-ISBOA Wine and Cheese Reception at NBOA Washington, DC
09 Dec 2016 Cal-ISBOA Holiday Luncheons - Los Angeles & San Francisco
04 Nov 2016 Webinar: Using the Survey Results with Measuring Success
24 Oct 2016 Risk Management: Business Continuity and the Disaster Recovery Process
24 May 2016 Important Webinar: The Big Picture of the Benefit Trust
05 May 2016 2016 Cal-ISBOA Annual Conference & Meeting
23 Feb 2016 The Cal-ISBOA Wine and Cheese Reception at NBOA Los Angeles
11 Dec 2015 Cal-ISBOA Holiday Luncheons - Los Angeles & San Francisco
18 Nov 2015 Webinar: Using the Survey Results with Measuring Success
07 Oct 2015 Webinar:CISBT Informational Meeting about Health Insurance Purchasing
01 Oct 2015 Webinar:CISBT Informational Meeting about Health Insurance Purchasing
25 Sep 2015 La Jolla - CISBT - Informational Meeting About Health Insurance Purchasing
24 Sep 2015 LA Westside - CISBT - Informational Meeting About Health Insurance Purchasing
24 Sep 2015 Pasadena - CISBT - Informational Meeting About Health Insurance Purchasing
22 Sep 2015 San Francisco -CISBT - Informational Meeting About Health Insurance Purchasing
22 Sep 2015 Santa Rosa - CISBT - Informational Meeting About Health Insurance Purchasing
21 Sep 2015 Oakland - CISBT - Informational Meeting About Health Insurance Purchasing
21 Sep 2015 San Jose - CISBT - Informational Meeting About Health Insurance Purchasing
30 Apr 2015 2015 Cal-ISBOA Annual Conference & Meeting
24 Feb 2015 The Cal-ISBOA Wine and Cheese Reception at NBOA
21 Jan 2015 Is Good Management a Bad Word
12 Dec 2014 Cal-ISBOA Holiday Luncheons - Los Angeles & San Francisco
14 Nov 2014 Statistical Survey Results Workshop with Jim Pugh - Los Angeles
13 Nov 2014 Statistical Survey Results Workshop with Jim Pugh - San Francisco
12 Nov 2014 Performance Evaluation
03 Nov 2014 PPACA Updates for Your School
29 Oct 2014 School Finances 101 - Data - It's a Game Changer
22 Oct 2014 Addressing the Americans with Disabilities Act (ADA)
16 Oct 2014 Current Trends and Questions Concerning Contracts
08 Oct 2014 Strategically Addressing HR - HR Is Not a Department
24 Sep 2014 Effective Leave Policy Webinar
08 Sep 2014 PPACA Updates for Your School
27 Aug 2014 How to Survive an IRS Audit on Your 403b Plan
13 Aug 2014 The Leader in You
04 Aug 2014 PPACA Updates for Your School
14 May 2014 Webinar: SUMMER CHECKLIST FOR SCHOOL LEADERS
14 May 2014 Webinar: Cal-ISBOA Survey: The Next Generation
02 May 2014 2014 Cal-ISBOA Annual Conference & Meeting
30 Apr 2014 Webinar: UPDATING YOUR HANDBOOK, POLICIES AND PROCEDURES
26 Mar 2014 Webinar: HOW TO MANAGE YOUR FACILITY AS CAREFULLY AS YOUR ENDOWMENT
04 Mar 2014 Wine and Cheese Reception at NBOA
05 Feb 2014 Webinar: BACKGROUND SCREENING
04 Feb 2014 Los Angeles:Risk Management - Planning and Executing International Travel and Experiential Learning Programs and Field Trips
03 Feb 2014 San Francisco:Risk Management - Planning and Executing International Travel and Experiential Learning Programs and Field Trips
22 Jan 2014 Webinar: EFFECTIVE PERFORMANCE EVALUATIONS
13 Dec 2013 Cal-ISBOA Holiday Luncheons - Los Angeles & San Francisco
14 Nov 2013 Webinar: HR Rules & Regulations CALIFORNIA 2013 Update
25 Oct 2013 Professional Development Northern California: Reverse Musical Chairs - Playing a Changing Game
24 Oct 2013 Advanced Professional Certificate: Charting a Direction for Online Learning A Certificate Course Offered by the Online School for Girls, Cal-ISBOA, and Marlborough School and Castilleja School
23 Oct 2013 Best Practices in Managing Volunteers in Independent Schools
22 Oct 2013 Survey Results Webinar with Jim Pugh from SOS
17 Oct 2013 Professional Development Southern California:Reverse Musical Chairs - Playing a Changing Game
16 Oct 2013 Leave Policy Webinar
15 Oct 2013 SOS HR Essentials - Second Series for those who missed the September start
25 Sep 2013 Affordable Solutions to Health Care Compliance (PPACA)
17 Sep 2013 SOS HR Essentials
03 May 2013 Cal-ISBOA Annual Meeting
26 Feb 2013 Wine and Cheese Reception at NBOA
12 Feb 2013 SOUTHERN CALIFORNIA Summit on School Safety
31 Jan 2013 Summit on School Safety
16 Jan 2013 The Future of Patient Protection and Affordable Care Act (PPACA)
05 Dec 2012 Webinar: Is Good Management a Bad Word?
14 Nov 2012 Webinar:Controlling Healthcare Costs
07 Nov 2012 Webinar: Security Audit
17 Oct 2012 Webinar: Conducting Investigations
12 Oct 2012 Southern California Cal-ISBOA Statistical Survey Results Meeting
11 Oct 2012 Northern California Cal-ISBOA Statistical Survey Results Meeting
03 Oct 2012 Webinar: Outsourcing HR – Good Idea?
08 Aug 2012 Webinar on 403(b) Disclosure Requirements
06 Aug 2012 Annual Statistical Survey Opens
01 Aug 2012 Webinar on 403(b) Disclosure Requirements
11 May 2012 Cal-ISBOA 2012 Annual Meeting
11 May 2012 Cal-ISBOA Spring Meeting – Southern California
26 Mar 2012 Professional Development - Facilities Program
26 Jan 2012 ISBOA Professional Development Session
24 Oct 2011 Professional Development
13 Oct 2011 Cal ISBOA Annual Statistics and Survey Meeting
23 Sep 2011 ISBOA Survey Due
06 May 2011 ISBOA 2011 Annual Meeting
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