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Events

Cal-ISBOA provides 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 here.

Upcoming Events

    • 05 Sep 2024
    • 28 May 2025
    • 18 sessions
    • Zoom
    Register

    Human Resources Roundtable

    The HR role is critical to the operation of independent schools. If you are seeking a support group to exchange best practices please join us. This close-knit community of California school leaders is truly one of a kind! Looking forward to seeing you!

    A Zoom link used for all sessions will be sent upon registration.

    • 27 Sep 2024
    • 30 May 2025
    • 8 sessions
    • Zoom
    Register

    Are you looking to connect with other Facilities Leaders?

    Facilities professionals are vital to the operation of independent schools. This close-knit community of California school leaders is truly one of a kind! If you are seeking a support group to exchange best practices please join us. This open agenda meeting will provide a space to ask questions of your peers on hot topics and gain insight into what other facilities teams are doing at their schools. We look forward to seeing you!

    • 08 Apr 2025
    • 11:00 AM - 11:30 AM
    • Zoom
    Register

    Home Depot ProXtra Program 

    Learn to Save on the Products You Need

    Cal-ISBOA is pleased to benefit our members with the Home Depot ProXtra program. The program allows you to save on things you already purchase for your school by providing bulk and volume pricing, discounts on paint and installation services, and includes purchase tracking and Green spending reports annually.


    Join Jeff Loughrey, National Account Sales Representative at Home Depot, for this informative 30 minute webinar on how membership in the program can save your school money. 


    Tuesday, April 8, 2025

    11:00 am - 11:30 am

    via Zoom


    • 16 Apr 2025
    • 10:00 AM - 11:00 AM
    • Zoom
    Register

    Financial Aid 2025:

    What Business Officers Need to Know

    Keeping pace with the latest financial aid trends is more important than ever for K-12 business offices.


    "Financial Aid 2025: What Business Officers Need to Know" provides a comprehensive overview of the latest trends and developments in financial aid for K-12 schools, based on data from over 1100 schools. Attendees will gain insights into the impact of economic shifts on overall budgets, distribution, and eligibility criteria for financial aid. The session will also explore how projected economic trends might affect future family financial aid needs.


    By staying informed on the trends and best practices, you'll ensure that your school remains competitive in attracting and retaining mission-aligned students.


    Learning Objectives:

    - Participants will understand the latest trends in financial aid allocation for K-12 schools.

    - Participants will learn how economic shifts may influence financial aid budgets, distribution, and eligibility criteria.

    - Participants will gain strategies for adapting financial aid policies to meet future family financial aid needs.


    Wednesday, April 16, 2025

    10:00 am - 11:00 am


    Presented by:


    Joe Corbett is a Senior Product Marketing Manager at Clarity, where he drives strategies to align products with the needs of schools around the country. Before Clarity, Joe worked as a researcher at NAIS, focusing on how economic and demographic trends contributed to school strategy. Joe worked on initiatives like Market View, NAIS's Jobs-to-Be-Done research, and contributed to the NAIS Trendbook.

    Joe Corbett, Senior Product Marketing Manager, Clarity








    Drew is the Vice President of Client Experience at Clarity, and focuses on ensuring that school users have the training, resources, and support they need to make the most of Clarity's Financial Aid, Contracts, and Billing software products. Before joining Clarity, Drew spent the first 14 years of his career in independent schools as a Teacher, Coach, and Director of Enrollment/Financial Aid. A spreadsheet nerd at heart, he regularly publishes and presents on how to use data to optimize enrollment and financial aid strategies. Based outside of Philadelphia with his wife and three children, he enjoys fishing, carpentry, and playing music in his spare time.Drew Cocco, VP of Client Experience, Clarity









    The Clarity platform helps K-12 private schools attract, enroll, and retain today’s families. From financial aid and enrollment contracts to tuition payments and incidental billing, Clarity provides schools with a deeper understanding of their financial health, and is already helping over 1,000 schools align their financial strategy with their mission.

    • 04 May 2025
    • 8:30 AM - 4:15 PM
    • Claremont Resort & Club, 41 Tunnel Rd, Berkeley, CA 94705
    Register


    Registration NOW OPEN!

    2025 Human Resources Workshop


    We are so excited to offer some incredible sessions for you to broaden your HR knowledge as we know there's never a shortage of HR topics to discuss! This interactive program is designed for both new and seasoned HR professionals, as well as business officers who also wear the HR hat.  Sessions cover a breadth of HR topics from compliance to strategic HR thinking.


    Workshop Topics


    The workshop features compelling topics such as:

    • Navigating Leave Issues In The School Environment
    • Retaining Top Talent: The New Normal
    • Back to Basics: Understanding California Wage and Hour Laws
    • Benefits Excellence 2025: Strategies for Growth and Success
    • AI as Your Superpower: Reclaiming Time for What Matters Most in HR


    General Session Keynote


    Leadership Offense and Defense Strategies: Mastering Collaboration, Teambuilding, and Accountability 

    with Special Guest Paul Falcone


    Building the muscle of your senior and frontline operational leadership teams is a wise investment that strengthens your people practices and culture. What makes managers excel lies in their ability to inspire, develop talent, and turn around flagging teams by creating a safe space for employees to do their very best work every day with peace of mind. Yet a “carrot” isn’t enough; operational leaders, senior executives, and business owners likewise need to know how to apply a proverbial “stick” from time to time in order to address substandard job performance, inappropriate workplace conduct, and other challenging situations that demand higher levels of employee accountability.


    Join Paul Falcone, author of the five-book Paul Falcone Workplace Leadership Series as well as The First-Time Manager: HR and The First-Time Manager: Leading Through Crisis to drive higher employee performance. 

      Meet Paul Falcone of Workplace Leadership Consulting, LLC

      Paul Falcone is a renowned expert on effective hiring, performance management, and leadership development, specializing in helping companies build higher performing leadership teams. He spent the last three decades in human resources executive roles at organizations including Nickelodeon, Paramount Pictures, NBCUniversal, Time Warner, and City of Hope Cancer Center Hospital. He is also a bestselling HarperCollins Leadership, SHRM, and American Management Association author and long-term contributor to HR Magazine.

      Human Resources Workshop Sponsors

      Cal-ISBOA thanks the following HR Workshop Sponsors for their generous support that helps underwrite the cost of providing Cal-ISBOA members with affordable access to up-to-date professional development opportunities in a relaxed, collegial environment. 


        



        • 04 May 2025
        • 9:00 AM - 4:00 PM
        • Claremont Resort & Club, 41 Tunnel Rd, Berkeley, CA 94705
        Register

        Registration NOW OPEN!

        2025 Facilities Workshop


        Join your facility professional colleagues for a workshop completely dedicated to the ins and outs of Facilities at independent schools in California. This interactive program is designed for both new and seasoned Facilities professionals, as well as business officers who also wear the Facilities hat. The program will include opportunities for networking and sessions on a variety of Facilities topics encompassing both transactional and strategic Facilities functions.


        Workshop Topics


        The workshop features compelling topics such as:

        • Communication Strategies for CFOs and Facilities Directors
        • Construction Contracting: Strategies for Success and Sustainability
        • Listserv LIVE Facilities Edition


          General Session Keynote

          Leading Through Crisis and Disruption

          with Special Guest Paul Falcone

          As a team leader, you are prepared to face any challenge when it comes to the work at hand, but you may not be ready to overcome a hostile work environment, a catastrophic disruption in workflow, or any other of a multitude to challenges that can arise, seemingly from nowhere. Paul Falcone, author of 101 Tough Conversations to Have with Employees and HR and leadership expert will help guide you while dealing with unforeseen challenges in the workplace.

          Meet Paul Falcone of Workplace Leadership Consulting, LLC

          Paul Falcone is a renowned expert on effective hiring, performance management, and leadership development, specializing in helping companies build higher performing leadership teams. He spent the last three decades in human resources executive roles at organizations including Nickelodeon, Paramount Pictures, NBCUniversal, Time Warner, and City of Hope Cancer Center Hospital. He is also a bestselling HarperCollins Leadership, SHRM, and American Management Association author and long-term contributor to HR Magazine.

          Facilities Workshop Sponsor

          Cal-ISBOA thanks the following Sponsor for their generous support that helps underwrite the cost of providing Cal-ISBOA members with affordable access to up-to-date professional development opportunities in a relaxed, collegial environment. Thank you!


            • 04 May 2025
            • 6:00 PM
            • 05 May 2025
            • 6:30 PM
            • Claremont Resort & Club, 41 Tunnel Rd, Berkeley, CA 94705
            Register

            Registration NOW OPEN!


            2025 Annual Conference and Meeting
            Claremont Resort & Club, Berkeley, CA


            Pre-Conference: HR Workshop and Facilities Workshop, Sunday, May 4

            Kick-Off Reception & Dinner, Sunday, May 4

            Conference & Annual Meeting, Monday, May 5

            The Annual Conference Committee has planned an outstanding program for independent school Business Officers, staff, and other school leaders. Join us for valuable perspectives and information to propel your school's strategic thinking and support the team in facilitating  smooth and successful daily operations. Connect with your California colleagues to share experiences and insights and nurture relationships with other independent school professionals navigating our state's unique regulatory, legal, and economic environment.


            Conference Topics


            The conference features compelling topics such as:

            • Listserv Live: Bring your questions for an interactive session!
            • Top 10 Financial Mistakes and Control Deficiencies in Private Schools: Prevention and Solutions
            • Emerging Legal Issues for California Independent Schools
            • Impactful Budgeting and Dashboard Strategies for Schools
            • Financing Developments: Schools Large and Small Navigate a New Market
            • The ABCs of Boards Leading Schools to Success
            • AI in Education: A Guide for Business Officers
            • Take it to the Bank: Elements to Evaluate when Choosing a Bank
            • Navigating the Aftermath of a Disaster: Lessons Learned and Future Preparedness

            General Session Keynote

            Urgent Optimism with Jane McGonigal

            How often do you think about the future? Is what you imagine sunny or quite bleak? Or perhaps just a blank space, a void?


            Futurist and game designer Jane McGonigal wants you to think about the future with intention and become resilient in the face of uncertainty through urgent optimism. Urgent optimism is not a fixed personality trait that only the lucky are born with. It is a mindset that can be built in even the world’s most anxious pessimists with practice and the proper tools.


            In this high-energy, interactive talk, Jane will introduce you to the concepts of mental flexibility, realistic hope, and future power so that you can “unstick” your mind, find balance in the ups and downs, and discover the agency you have to make change. Through science-backed games designed by McGonigal herself, you’ll be asked to think about what could be different in the future and assess whether you are prepared for it.


            You’ll learn fascinating insights on why our brains have such a hard time anticipating certain kinds of futures and the neuroscience behind removing those mental blocks in order to think the unthinkable and imagine the unimaginable so you can be ready for the next great disruption.


            Meet Jane McGonigal of the Institute for the Future

            Jane McGonigal is a futurist, game designer, and bestselling author. As the Director of Game Research and Development at the Institute for the Future, her research focuses on how games are transforming the way we lead our real lives and how they can be used to anticipate hard-to-predict futures, ready ourselves for any future scenario, and increase our resilience and well-being. 


            Her games have been used by organizations including the World Bank, the New York Public Library, the International Olympics Committee, and the American Heart Association. Combining decades of psychological and neurological research with extensive gaming expertise, Jane’s books bring to light the power that games have on us and the world at large.


            Her newest book, Imaginable: How to See the Future Coming and Feel Ready for Anything – Even Things That Seem Impossible Today, teaches us how to train our brains to think the unthinkable and imagine the unimaginable using the same tools she used to predict the COVID-19 pandemic. 


            Jane is a two-time winner of the Association of Professional Futurists’ Most Important Futures Work of the Year award and was named a Young Global Leader by the World Economic Forum. She was named one of 50 people making the biggest impact in games by Game Developer Magazine and one of 20 most inspiring women in the world by O Magazine. She received her PhD in performance studies from University of California at Berkeley.

            Annual Corporate Sponsors
            Cal-ISBOA thanks its Annual Corporate Sponsors for their generous support that helps underwrite the cost of providing Cal-ISBOA members with affordable access to up-to-date professional development opportunities in a relaxed, collegial environment. 

            Thanks to our 2025 Platinum Level Sponsor:

            IMA is an integrated financial services company focused on protecting the assets of our 250+ independent schools across the country through property and casualty insurance solutions, risk management, employee benefits and retirement solutions.


              • 22 May 2025
              • 11:00 AM - 11:30 AM
              • Zoom
              Register

              Home Depot ProXtra Program 

              Learn to Save on the Products You Need

              Cal-ISBOA is pleased to benefit our members with the Home Depot ProXtra program. The program allows you to save on things you already purchase for your school by providing bulk and volume pricing, discounts on paint and installation services, and includes purchase tracking and Green spending reports annually.


              Join Jeff Loughrey, National Account Sales Representative at Home Depot, for this informative 30 minute webinar on how membership in the program can save your school money. 


              Thursday, May 22, 2025

              11:00 am - 11:30 am

              via Zoom


              • 18 Jun 2025
              • 9:00 AM - 4:15 PM
              • Marlborough School, 250 S Rossmore Ave, Los Angeles, CA 90004
              Register

              Registration NOW OPEN!

              SOUTHERN CA Facilities Workshop 2025


              For those unable to join us in Northern California for the Facilities Workshop in May, we are hosting a similar program in Los Angeles at Marlborough School on June 18. 


              Join your facility professional colleagues for a workshop completely dedicated to the ins and outs of Facilities at independent schools in California. This interactive program is designed for both new and seasoned Facilities professionals, as well as business officers who also wear the Facilities hat. The program will include opportunities for networking and sessions on a variety of Facilities topics encompassing both transactional and strategic Facilities functions.


              Workshop Topics


              The workshop features compelling topics such as:

              • Communication Strategies for CFOs and Facilities Directors
              • Construction Contracting: Strategies for Success and Sustainability
              • Listserv LIVE Facilities Edition
              • DreamsScape: Designing Outdoor Learning Spaces


              Check out the Full Schedule, Session Descriptions and Presenter Information. 


              Facilities Workshop Sponsor

              Cal-ISBOA thanks the following Sponsor for their generous support that helps underwrite the cost of providing Cal-ISBOA members with affordable access to up-to-date professional development opportunities in a relaxed, collegial environment. Thank you!


              Thank You to Our Platinum, Gold & Silver Sponsors for 2025!




              HR Certification Institute’s® (www.HRCI.org) official seal confirms that Cal-ISBOA meets the criteria for pre-approved recertification credit(s) for any of HRCI’s eight credentials, including SPHR® and PHR®.



              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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