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Presenter Information


HR Workshop, Facilities Workshop & Annual Meeting & Conference


Sunday, May 4 & Monday, May 5 2025

Claremont Resort & Club, Berkeley, CA

Our Cal-ISBOA community is fortunate to have school professionals and industry partners that support and educate independent school business professionals.


Annual Conference Keynote Speaker

Jane McGonigal

- Futurist, Game Designer, Bestselling Author, 

and Director at 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. The games she designs, from world-renowned apps like SuperBetter to custom mini-games used in her interactive presentations, challenge players to tackle real-world problems such as their own symptoms of anxiety, depression, and chronic pain as well as larger societal issues including poverty, hunger, and climate change.


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. SuperBetter: A Revolutionary Approach to Getting Stronger, Happier, Braver and More Resilient, which debuted at #7 on the New York Times Advice bestsellers list, explains how we can cultivate resilience in everyday life by bringing the same psychological strengths we naturally display when gaming to our real-world goals. In her bestselling first book, Reality Is Broken: How Games Make Us Better and How They Can Change The World, Jane reveals how we can use the lessons of game design to fix what is wrong with the real world and ultimately make humans happier.


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.

HR Workshop and Facilities Workshop Keynote Speaker

Paul Falcone

- Renowned HR Expert, Bestselling Author and

Founder 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.


Breakout Presenter Information

John Amussen, Director of Finance and Business Operations, Chaminade College Preparatory




John Amussen has been working at independent schools since 2015. He is the Vice President of Finance and Operations at Chaminade College Preparatory in Los Angeles. Previously, he was CFO/COO at Milken Community Schools. John received an A.B. in American Civilization from Brown University. He moved to Los Angeles to attend the Anderson School of Business at UCLA, and spent nearly two decades in the film industry, working for Columbia Pictures, Paramount Pictures, and 20th Century Fox. After leaving Fox in 2006, John consulted for a wide variety of clients on financial projects before focusing on the nonprofit sector. When not at work, John can be found driving his 11 year old twins to various destinations in the San Fernando Valley.

Brian P. Walter, Partner,
Liebert Cassidy Whitmore

Brian Walter represents clients in all aspects of employment and labor law, including litigation, counseling on employment and labor relations matters, training and presentations, employee discipline matters, administrative hearings, and investigations. Brian has handled class actions and collective actions in federal and state courts and is Chair of the firm’s Litigation Practice Group. Brian has extensive experience handling FLSA issues and representing law enforcement agencies, including successfully defending employee discipline matters for sworn and civilian law enforcement personnel.


Michael Blacher, Partner,
Liebert Cassidy Whitmore


Michael Blacher is a partner and Chair of the firm’s Private Education Practice Group. His practice is solely focused on representing California private schools. He brings passion and creativity to the practice of law and works collaboratively with clients to solve their most challenging and important issues. His approach is proactive and thoughtful. Michael works with schools on virtually every aspect of education law. He frequently advises boards on governance issues and administrators on employment and student matters.


Grace Chan, Partner,
Liebert Cassidy Whitmore



Grace specializes in education and employment law, risk management, and nonprofit governance, representing independent schools and nonprofits. She advises boards, school leaders, and HR professionals on mitigating risk and aligning operations with their mission. Her expertise includes employment agreements, policies, harassment claims, wage compliance, and employee discipline. She also counsels schools on student and parent issues, including enrollment, misconduct, privacy, and DEI considerations. Additionally, Grace provides guidance on nonprofit governance, fiduciary duties, conflicts of interest, and governance documents. She helps clients develop best practices while navigating complex legal landscapes.

Jessica Tam, Associate,
Liebert Cassidy Whitmore


Jessica Tam (Lee), an Associate at Liebert Cassidy Whitmore’s San Francisco office, advises independent schools, nonprofits, and school districts on education, labor, and employment law. She counsels clients on contracts, discipline, misconduct investigations, wage compliance, and employee accommodations. Jessica also advises nonprofits on governance and business matters, including contract negotiations. She provides training on professional boundaries, harassment prevention, and mandated reporting. Previously, she clerked for a Southern California school district, updating board policies. Jessica holds a B.A. from the University of the Pacific and a J.D. from UC Davis School of Law.

Stephanie Berger, President / Consultant,
Centered Insurance Solutions


Stephanie began her insurance career at one of California’s largest general agencies, helping build its middle market department. Since 2007, she has helped California employers find affordable, customized health care coverage while ensuring compliance with mandates and resources. An advocate for health care consumers, she engages with policymakers in Sacramento and Washington, D.C. Active in NABIP, she was California’s youngest elected president (2017-2018) and a founding member of its Women’s Leadership Summit. Now NABIP Secretary, she also leads the Elevate Foundation, supporting women entering the insurance industry.


Julie L. Strom, Senior Counsel,
Liebert Cassidy Whitmore


Julie L. Strom, based in Liebert Cassidy Whitmore’s Los Angeles office, advises clients on education, employment, and labor law. She works closely with private schools on enrollment agreements, contracts, governance, investigations, tuition disputes, handbooks, discipline, mandated reporting, and terminations. Julie also conducts employment-related investigations for private, nonprofit, and public organizations. Additionally, she provides training on mandatory reporting, harassment, and employee evaluations.

Chad Christoff, Managing Director,
Stifel Public Finance


Chad Christoff is a Director in Stifel's Education & Nonprofit Finance practice. Mr. Christoff specializes in transactions for independent school borrowers across the country as well as private colleges and universities. He has spent more than 10 years at George K. Baum & Company (now Stifel) working with educational institutions to prepare for, evaluate, and execute tax-exempt debt financings.

Natalie Morales, Director of Finance,

Chandler School


Natalie Morales is a finance professional with over 20 years of experience across industries. She holds a BBA and an MBA in Finance. She has developed expertise in financial management, strategy, and operations through roles at CVS/Caremark, PepsiCo, Paychex, and KIPP Houston Public Schools. Her background enables her to drive efficiency and strategic growth. Outside of work, Natalie enjoys the outdoors, whether jogging, hiking scenic trails, or strolling along the beach. Her active lifestyle reflects her passion for adventure and well-being.


Rohan D'Souza, CEO, Avante




Rohan D’Souza is an entrepreneur and technologist focused on AI in enterprise software. He is the Co-founder & CEO of Avante, an AI-native platform for HR and benefits teams. Previously, as CPO & CTO at Olive, he developed AI solutions for 30% of U.S. health systems. At KenSci, he worked on predictive healthcare AI, securing patents in responsible AI. He also led population health initiatives at eClinicalWorks, impacting 30% of the U.S. population. Rohan is passionate about using AI to simplify complexity and improve decision-making. He lives in Seattle with his wife and two children.

Michael Viola, Director of Facilities and Grounds,
Carondelet High School





Heather DeBlanc, Partner,
Liebert Cassidy Whitmore

Heather DeBlanc is the Chair of the firm’s Business and Facilities Practice Group. She practices education, construction, business, contract and employment law (with an emphasis in benefits), representing both nonprofit and public entity clients. Heather has been practicing construction law for over 20 years, advising clients as to appropriate project delivery methods, contracting, the construction process, and construction disputes. Heather assists project owners in developing and negotiating design professional agreements and construction contract documents. She is adept at identifying and minimizing risk in construction contracts because of her familiarity with the construction process.


Jessie Lenhardt, PMP, Senior Manager,
Moss Adams


Jessie specializes in organizational development, including strategic and succession planning, process improvement, operational assessments, and compensation benchmarking. She identifies areas for improvement and implements solutions to enhance efficiency and innovation. Known for her collaborative and solution-oriented approach, she drives sustainable organizational improvements.

As a leader in the firm’s ESG Practice, Jessie provides strategic insights on ESG strategy, risk assessment, reporting, and governance. She supports organizations in integrating ESG into business practices. Jessie holds the IFRS Fundamentals of Sustainability (FSA) credential.

Linda Rabitoy, Director of Finance,
Mayfield Junior School


Linda Rabitoy is the Director of Finance at Mayfield Junior School of the Holy Child Jesus. With over 20 years of experience in finance, she previously served as Chief Financial Officer at Claremont Lincoln University for nearly a decade and held key positions at Methodist Hospital of Southern California. Linda's expertise encompasses financial management, budgeting, and compliance, enabling her to drive fiscal responsibility and strategic planning within educational institutions.

Mary Beth Ricks, Head of School,
Bowman School


Mary Beth Ricks has been involved in both public and independent education for over 35 years as a teacher, division lead, Director of Curriculum, and Head of School. She has served the last 17 years as the Head of School at Bowman School in Palo Alto, Calif. and, in that time, has raised enrollment from 180 to 300 students, garnered accreditations from the Western Association of Schools and Colleges (WASC), and the International Montessori Council (IMC), and brought innovative programs focused on experiential learning to the school. Bowman is a year-round, preK to 12th grade Montessori / IB program.


Bryan Vencill, Partner - Audit & Attest, Armanino



Bryan has over 10 years of public accounting experience, specializing in real estate funds and private education. He provides assurance and advisory services to private equity debt funds, mortgage REITs, and K-12 private schools nationwide. With expertise in industry best practices, KPIs, and benchmarking, he delivers value-added insights. Bryan holds a Bachelor of Science in business with concentrations in accounting and finance from Cal Poly, San Luis Obispo. A licensed CPA, he is a member of the AICPA, California Society of CPAs, California Mortgage Association, and the National Business Officers Association.

Shayne Hale, Director of Facilities,

The Harker School


Shayne Hale, Director of Facilities for The Harker School located in the San Jose, CA, oversees 4 school campuses and various other properties held by the school.

Shayne has over 20 years of experience managing school facilities in the public and private sector including numerous K-12 schools, districts, community college sites, and private schools in San Jose, San Francisco, and Stockton. Shayne is also a Cal-ISBOA board member serving on the facilities outreach committee.

Matthew Gard, CPA, Partner, Audit, Armanino


Matt Gard is a partner at Armanino, serving clients in the firm’s Audit practice. He joined the firm in September 2006, and he works extensively with clients in the nonprofit, financial services, and manufacturing and distribution industries. Matt graduated from St. Mary’s College with a Bachelor of Science in accounting. He is a licensed Certified Public Accountant (CPA) and a member of both the American Institute of CPAs and the California Society of CPAs. He is also a member of the firm’s Technical Committee and Management Advisory Board.


Michelle Jones, Director of Human Resources, Branson High School


Michelle Jones is the Director of Human Resources at Branson, a 9-12 high school in Ross. Michelle, with over 25 years' experience in human resources, joined Branson in 2018. Her dedication to fostering positive workplace relationships is evident through her extensive professional background in both independent schools and corporate settings.

Joe Rayburn, Director of Partner Development, Building Solutions


Joe Rayburn, Director of Partner Development at Building Solutions, is responsible for new sales and business development. He brings over 20 years of sales and business development experience in the A/E/C industry. Having come from a consultative background, he is well-versed in the many facets of delivering complex projects and effectively communicating those solutions to our clients. Joe has spoken to varying groups including PAISBOA, Cal-ISBOA, MISBO, TCSA, and NBOA.

Angela Oliver, Director of Human Resources,
Sage Hill School


Angela Oliver is the founding Director of Human Resources at Sage Hill School and is in her 22nd year at Sage Hill. She started as the Controller in 2001 and moved into HR in 2007. She has served as a Board member of Cal-ISBOA and helped to launch the HR Symposium. She has presented on HR topics at both national and state conferences. Prior to being in HR, she worked at Windward School as their Business Manager. Angela enjoys watching sports of any kind and Hallmark movies!


Stacie Muñoz, Director of Educational Innovation & Technology Services, Oakwood School

Stacie Muñoz (she/her) is an educational technology leader with over a decade of experience in independent schools, having served as a Digital Learning Specialist at Garrison Forest School, Director of Educational Technology at Urban School in San Francisco, and currently as Director of Educational Innovation and Technology Services at Oakwood School. A frequent conference speaker on topics including media literacy, social media activism, and algorithmic bias, she is dedicated to promoting diversity and empowering women, particularly women of color, in independent school leadership. Holding a Bachelor's degree in Cinematic Arts Production from USC and a Master's in International and Multicultural Education from the University of San Francisco School of Education, Stacie combines her unique academic background to drive innovative approaches in educational technology.

Mitchell Turnbow, Digital Growth Director, CliftonLarsonAllen (CLA)


Mitchell Turnbow is a dynamic technology and digital consulting professional based in Indianapolis, Indiana, with nearly 15 years of experience. Mitchell has a proven track record of successful partnerships with business owners and leadership teams, working with some of the largest and most innovative organizations globally to implement system and process improvements. He specializes in driving digital maturity within organizations. Mitchell understands the importance of fostering a collaborative environment that encourages sharing. With a deep understanding of various leading enterprise platforms, Mitchell stays up to date with the latest technologies and trends. He leverages this knowledge to develop customized solutions for clients in industries such as retail, manufacturing and Non-Profit.

Vincent Shih, Client Accounting and Advisory Services ("CAAS") Nonprofit CFO, CLA


Vincent has more than 24 years of nonprofit experience. He supports a wide range of organizations as their fractional CFO, such as social service organizations and independent schools. More specifically, he had the opportunity to work for 12 years in school finance administration for independent and charter schools in the Greater Los Angeles Region. As part of his professional experience with schools, he oversaw the finance, accounting, budgeting and forecasting, payroll, and compliance reporting. In addition, he has collaborated closely with key operational areas, such as Human Resources, IT, and Facilities Departments. This unique experience has allowed Vincent to better understand organization's needs and to have key insights into an organization's business workflows and processes.

Christopher Fallon, Partner, Liebert Cassidy Whitmore

Christopher represents schools, community college districts, special districts, independent schools, and nonprofits, focusing on business and facilities matters. He handles vendor and construction contracts, property issues, and business operations. A LEED Green Associate, he is accredited in green building practices and regulatory requirements. Christopher assists clients with business transactions, contract negotiation, and property matters, including vendor, lease, and employment agreements. He has extensive experience in construction issues, advising on contractor, architect, and management agreements. He also supports clients in licensing and operating preschool programs, transitional kindergarten, and appeals related to licensing reports and penalties.

Sean Dwyer, Director of Human Resources and Risk Management, Polytechnic School

Sean Dwyer has been the Director of HR and Risk Management at Polytechnic School since 2015. Sean has many years of experience leading human resources teams in California in international manufacturing, warehousing, and novel chemical manufacturing. His expertise primarily focuses on process improvements, benefits strategies, recruiting, and coaching employees for performance improvement.

David Weil, CFO, Harvard-Westlake School

David has served as CFO at three independent schools in Los Angeles, coming up on his 20th year in the field. He has led design, entitlement, and financing efforts for construction projects totaling more than $250M, aligning stakeholder and programmatic interests, operational practicalities, and long-term financial sustainability. He has completed two tax-exempt bond offerings, the most recent having closed in November 2024 for $100M.

Demetrius Roberts, SVP, Head of Treasury Management, Poppy Bank


Mr. Roberts brings over 20 years of expertise in the financial industry, with a specialization in Treasury Management. Before joining Poppy Bank, he led the Treasury Service Department at a prominent institution. Mr. Roberts is dedicated to driving sustainable strategic growth and fostering long-lasting relationships with clients and service providers. He holds a Bachelor of Science in Business Administration from California State University, Hayward, and is a graduate of the Pacific Coast Graduate School of Banking at the University of Washington. Additionally, he is a Certified Treasury Professional (CTP).

Julia Yzaguirre, CFO, Turning Point School


Maria Chan, SVP, National Nonprofit & Institutional Banking, City National Bank

Maria Chan manages the West Region for City National’s National Nonprofit & Institutional Banking Group and serves on the Board of CN Financing, Inc. She leads City National’s Tax-Exempt lending initiatives and oversees nonprofit education and healthcare clients. With over 25 years of international banking experience, she previously worked at Wells Fargo and Citibank. Maria holds degrees from Northwestern and USC. An active community leader, she serves on the Board of Vista Community Clinic and volunteers for children’s organizations. She has earned numerous awards, including City National’s Top Relationship Manager and North County Philanthropy Council’s ‘Volunteer of the Year.’


Jessica McCullagh, Director of Human Resources, The Archer School for Girls


Jared Mata, Director of Facilities, St. Andrew's Episcopal School




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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