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Cal-ISBOA 2025 Annual Corporate Sponsors


The generous support of our Corporate Sponsors provides Cal-ISBOA members with affordable access to up-to-date professional development opportunities in a relaxed, collegial environment. Thank you! 


For more information on our sponsors, please click on the links below.

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.


2025 Gold Level Sponsors

A.W.G. Dewar, Inc. has been the leading provider of tuition reimbursement insurance for nearly a century. Serving more than 1,200 leading independent schools across North America, The Tuition Refund Plan offers substantial protection for both schools and their families from the financial consequence of student withdrawals and dismissals.

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.

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.

CLA professionals understand education because we’ve been serving the industry for more than 50 years. Our CPAs and consultants are active members of national, state, and regional industry associations. We have the experience that independent schools need to navigate challenges and achieve long-term goals. Our distinctive approach combines a deep understanding of the independent school environment with proficiency in finance and operations. We meet you where you are — then help you get where you want to be.

Pro Xtra is The Home Depot’s free loyalty program built just for Pros —providing members with exclusive benefits that help them save time, save money and get rewarded.

Stifel assists independent schools in all aspects of debt advisory services leading up to, during, and after a financing transaction. This includes debt capacity analysis, quantitative exploration of the optimal funding mix (capital campaign, reserve funds, long-term debt, bridge financing, etc.), and debt education for independent school Finance Committees and Boards. Stifel also assists schools in executing financings in the bank market (conducting RFP for bank bids and negotiating bank proposals) and in the public market (serving as bond underwriter and assisting in the credit rating process).

Poppy Bank has grown to $7 Billion in assets with branches throughout California and loan offices nationwide. Known for its commitment to providing the best products and services, Poppy Bank has garnered national recognition as the best business bank and is rated 5-stars by BauerFinancial Inc. for strength and security.


2025 Silver Level Sponsors


For over three decades, SAGE Dining Services® has been defining the standard in food service for independent schools and colleges throughout North America. SAGE's unparalleled expertise in nutrition, culinary trends, and community involvement produces exceptional dining experiences that delight the senses, inspire minds, and foster community. Learn more at sagedining.com.




City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $94 billion in assets as of October 31, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets. In addition, the company and its investment affiliates manage or administer $103 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.

City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $94 billion in assets as of October 31, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets. In addition, the company and its investment affiliates manage or administer $103 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.

Epicurean Group is a division of Compass Group North America Food Service Management. We staff and operate restaurants and cafés, providing flexible dining options, including upscale TakeAway, Espresso Bars, and Concierge services. We are committed to managing, measuring, and improving our sustainable practices in our food service production, supply chain, and partnerships.


2025 Bronze Level Sponsors

For over 20 years, HBM Facilities & Operations Management has helped independent schools across California build retention-driven facilities teams that cut costs, enhance sustainability, and ensure seamless campus operations. We invest in people, creating high-performing facilities that support student success—without the headaches of inefficiency, high turnover, or reactive maintenance.

Moss Adams is one of the 15 largest public accounting firms in the United States and provides accounting, tax, and consulting services. Moss Adams is the business advisor of choice for more than 2,000 not-for-profit clients, including numerous independent schools. To learn more, visit www.mossadams.com

FACTS, a Nelnet company, supports over 12,000 organizations and 4 million learners with education technology and financial management solutions. Our tools enhance learning and strengthen schools’ financial stability. Learn more at FACTSmgt.com.

Armanino’s impactful solutions increase clarity and spark success. We bring deep industry experience and integrated services to help organizations reach peak performance today, providing data-based guidance to optimize operations and finances for tomorrow. No matter what’s next, Armanino has the insight and foresight to help you redefine what’s possible for your organization. Learn more at armanino.com.

John has been an insurance broker for 23 years and has focused on meeting the needs of California private schools for the last 12. He now provides insurance and risk management services to over 140 private and charter schools in the state.

First Student is the largest school transportation provider in North America with more than a century of experience providing safe and reliable transportation. We work with 1,330 customers in 43 states and 8 Canadian provinces carrying approximately 5.5 million students daily.

At Revolution Office, we’ve created a disruptive business model that guarantees 30-50% savings on copier/printer technology, even if you are in the middle of a lease.



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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