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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

    • 07 Aug 2023
    • 11 Oct 2023

    The Cal-ISBOA Annual Finance & Operations Survey and
    Staff and Admin Salary Surveys

    • Data Entry opens on August 7th
    • Data Entry closes on October 11th
    • Data review and scrubbing begins on October 12th
    • Results will be available by October 31st

    If you have additional questions about accessing the survey or about data entry, please click here.

    • 22 Sep 2023
    • 10:00 AM - 11:00 AM
    • Zoom

    Cal-ISBOA Survey - Need Data Entry Help? We've Got You Covered.

    Do you have questions about the Cal-ISBOA Survey platform and data entry?
    Join us for a guided tour and live Q&A!

    • Scarlett Vanyi, Cal-ISBOA Executive Director
    • Brian Hollis, CFO, Curtis School and Cal-ISBOA Board Member
    • Michelle Shanks, Interim CFO, Town School for Boys

    Friday, September 22nd
    10am - 11am

    Register to receive your Zoom access information in your confirmation email.

    Read below for more information about the Annual Survey.

    Cal-ISBOA's California Independent Schools Data Center is open for data submission for data relating to the 2022-23 school year. The survey platform provides participants with a robust database featuring data from a wide range of schools, allowing them to benchmark their school against other schools by type, enrollment, tuition, and geographic location. This provides key performance indicators related to independent school financial management and operations and salaries across positions.

    Important Dates

    • August 7: Data Entry Opens
    • October 11: Data Entry Closes

    New Features

    Thanks to our survey partners at Dynamic Benchmarking...

    • You asked for it! It's back! The Salary Survey Excel reports now include 10th and 90th percentile results in addition to 25th and 75th percentiles, and
    • Cost-of-living index now available!

    Survey Access

    Survey access is granted to individuals designated by their school's primary membership contact as having permission to access the data center. If you need access, please have your primary membership contact email Andria Marcus, and she will grant access. Data entry and reporting resources are available on the main Annual Survey webpage

    • 28 Sep 2023
    • 11:00 AM - 12:00 PM
    • Zoom, Time zone: PST

    Secure Act 2.0: How Will This Act Impact School Retirement Plans?
    Part 3

    Last month you learned about the newest updates as well as how Secure Act 2.0 affects employers. In part three, we will cover how the act affects employees.

    Join us along with MISBO, PAISBOA and the experts at OneDigital who will guide you through the nuances of Secure Act 2.0. The Act aims to address additional issues related to retirement and savings by creating new flexibility and accessibility to help individuals plan for their futureLearn how the act impacts your school's workplace benefits and what you need to do to be prepared.

      Register HERE to attend the information session (as a guest).

      *Please note: this information session will be hosted by our colleagues at MISBO. The webinar will take place 11:00am - 12:00pm PST.

      8/25/23 - Update on the new Roth Catch-up Provision

      • 12 Oct 2023
      • 12 Jun 2024
      • 16 sessions
      • zoom

      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!

      • 09 Nov 2023
      • 8:30 AM - 2:00 PM
      • Zoom

      Cal-ISBOA is once again partnering with Liebert Cassidy Whitmore (LCW) to bring you a virtual California Legal Symposium this fall. The Symposium will feature top brass from LCW who will provide a deep dive into current legal issues facing independent schools, with an emphasis on operating in California's legal and regulatory environment. This is a must-attend event for anyone who has to make important decisions for their school. Program details are listed below. We hope to see you there!

      Opening Remarks 8:30am - 8:40am

      Hot Topics in Wage & Hour Law, 8:40am  – 9:45am
      Brian Walter, Partner and Julie L. Strom, Senior Counsel
      Complex wage and hour issues can arise in every area of school operations, from how to pay employees who take on extra duties,  how to compensate and track time for walk-on coaches, whether to classify workers as contractors or employees, or when someone can be paid with a stipend. New laws regarding pay transparency and evolving issues such as reimbursement for cell and computer equipment use make this topic one that business officers need to stay up to date on to ensure they do not face expensive wage and hour claims. This session will help schools navigate these tricky issues and understand the practical applications of these varied wage and hour laws.

      Break 9:45am - 10:00am

      Navigating Leave Issues, 10:00am - 11:00am
      Grace Chan, Partner and Stacy Velloff, Senior Counsel
      This session will discuss common leave scenarios among school employees, including federal and state medical leaves (FMLA and CFRA), leaves related to pregnancy and sick leave issues.  Using interactive case studies, we will discuss common landmines when navigating employee leaves of absence, such as eligibility issues and the intersection of leave rights, as well as recent legislative changes that impact the administration of leaves.

      Break 11:00am - 11:15am

      Write it Right: Best Practices for Effectively Documenting Employee Performance, 11:15am - 12:15pm
      Elizabeth Arce, Partner and Monica Espejo, Associate
      Documentation is critical in almost every aspect of managing your employees.  But don’t just document to document!  Poor documentation is often worse than no documentation at all.  This webinar is designed to provide tips and practical guidance on the techniques, skills, and tools necessary to prepare effective workplace documentation that creates transparent expectations, keeps track of progress, identifies areas of risk, and supports personnel decisions.

      Break 12:15pm - 12:45pm

      Legal Update/Emerging Legal Issues, 12:45pm - 1:45pm
      Michael Blacher, Partner and Brett Overby, Associate
      Keeping up with changes to the law and evolving best practices can be challenging!  This interactive workshop is designed to inform independent school business officers of current and emerging legal issues by exploring relevant cases, statutes, and other developments from California and around the country.  Business officers will leave this workshop with insights that will help them manage developing trends and evaluate risk.

      Closing Remarks 1:45pm - 2:00pm

      Each of the sessions will be eligible for SHRM and HRCI continuing education credit.

      • 08 Dec 2023
      • 12:00 PM - 2:30 PM
      • Sens Restaurant or Ca' Del Sole Restaurant

      This wonderful tradition is back! Celebrate the season with your Cal-ISBOA colleagues.  Register for either:

       Sens Restaurant
       Ca' del Sole
       Promenade Level
       4100 Cahuenga Blvd
       4 Embarcadero Center
       Toluca Lake
       San Francisco

      Please register to let us know who will be attending no later than December 1st.

      • 05 May 2024
      • 10:00 AM - 4:30 PM
      • The Garland Hotel, North Hollywood, CA
      • 100

      2024 Human Resources Workshop

      The 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 (just when you think you have it figured out, California throws you another curveball) to strategic HR thinking.

      • 05 May 2024
      • 6:00 PM
      • 06 May 2024
      • 4:30 PM
      • The Garland Hotel, North Hollywood, CA
      • 220

      2024 Annual Conference and Meeting
      The Garland Hotel, North Hollywood

      Pre-Conference Workshops & Kick-Off Dinner, Sunday, May 5
      Conference & Annual Meeting, Monday, May 6

      Connect with your California colleagues and participate in professional learning focused on our State's unique legal, compliance, and economic environment. Engage with experts and colleagues to share information that will help drive strategic discussions as well as ensure your school operates safely and efficiently. Develop supportive relationships with colleagues. Share your experiences and benefit from some of the most experienced people in your profession.

    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

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