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Schedule, Session Descriptions, & Presenter Information


HR Workshop 2026


Monday, April 20, 2026

Langham Huntington, Pasadena - Check out the Meeting Room Map!

Our HR Subcommittee has designed an outstanding program! Plan your time during the workshop using the descriptions below.

Schedule and Session Descriptions

2026 Human Resources Workshop Monday, April 20, 2026

7:30am – 5:00pm

Registration - Viennese Foyer

7:30am – 8:30am

Breakfast Buffet - Viennese Terrace / Ballroom

8:30am - 9:30am

Welcome, Introductions & Warm-Up Activity - Viennese Ballroom

9:30am – 11:00am

General Session Keynote - Viennese Ballroom

Your HR Superpower: Building a Culture of Ownership and Accountability

Catherine Mattice

Struggling with people who complain who never have solutions? Challenged to move people from, “this is how it is” to innovative and open? Wanting managers to solve problems instead of running to you? The good news is that you are a community of professionals in a relatively new function in independent schools, and that means you get to craft how HR is seen in your school and industry. So we invite you to kick the day off with a motivational and jam-packed-with-actions-and-tips talk from world-renowned HR disrupter, Catherine Mattice.

You’ll walk away with tips you can implement immediately, such as:

  • Define the varying CEO views of the role of HR, and which bucket you’re in.
  • Brand the HR function and yourself as a partner and coach, rather than a complaint deposit box.
  • Set boundaries and empower managers to have difficult conversations with their teams so you don’t have to.
  • Define the ways in which behavior shifts require school culture shifts, and clarify your role in that shift.
  • Describe in simple terms 3 areas that must align to make real change faculty and staff believe in, and how you can influence those 3 areas.

11:00am - 11:30am

Break: Catherine Mattice Book Signing & Newcomers Welcome - Viennese Ballroom

11:30am - 12:30pm


Session Option 1 - Viennese Ballroom

Building A Performance Culture

Heather Kruse (Chief Human Resources Officer, Viewpoint School), Jessica McCullagh (Director of Human Resources, The Archer School for Girls), & Gabrielle Turner (Director of Human Resources, TVT Community Day School)

Join three HR leaders for an engaging, practical conversation on building equitable and transparent performance management practices from day one. This session explores how intentional recruiting sets the foundation for a strong performance culture, how clarity and transparency show up in merit increase processes, and how consistency across the employee lifecycle builds trust and accountability. Expect real-world examples, shared lessons learned, and actionable takeaways designed for HR professionals navigating the unique needs of independent school communities.


Session Option 2 - Georgian Ballroom

Benefits: Employee Engagement and Education (101)

Angela Oliver (Director of Human Resources, Sage Hill School), Alec Grollman (Gallagher, Area Vice President) and Brendon Pollis (Gallagher, Area Vice President)

This session will explore the critical role of employee engagement in driving informed and effective benefit decisions, with a focus on education and communication strategies. Gallagher will highlight the range of services and resources they offer to support organizations in strengthening employee engagement around benefits. Sage Hill School will share practical insights from its recent request for proposal (RFP) process to select a new benefits broker, as well as the work of its health task force committee. The session will conclude with a case study on Sage Hill School’s transition to a new TIAA platform, emphasizing the positive impact of peer-led communication and the success achieved by having a faculty member present benefit changes to colleagues. By the end of the session, participants will understand how to align benefits strategy with employee engagement goals and identify actionable communication practices that increase employee understanding and adoption of benefits.

12:30pm - 1:30pm


Networking Lunch - Viennese Terrace / Ballroom

1:30pm – 2:30pm


Session Option 1 - Viennese Ballroom

Conflict Resolution and Communication

Sheba McCoy (Director of Human Resources, The Nueva School) and Heather Kruse (Chief Human Resources Officer, Viewpoint School)


This session equips HR teams with practical tools to navigate conflict constructively and communicate more effectively in the workplace. Participants will explore common sources of conflict, recognize different communication styles, and learn strategies for addressing challenges with clarity, empathy, and professionalism.


Session Option 2 - Georgian Ballroom

Managing Employee Leaves with Confidence

Grace Chan (Liebert Cassidy Whitmore, Partner) and Julie Strom, (Liebert Cassidy Whitmore, Partner)

From FMLA to PDL to paid sick leave, keeping up with employee leave laws can feel like a full-time job! This session helps California independent schools cut through the confusion. Designed for business officers and HR professionals, we’ll offer clear, practical guidance on juggling overlapping state and federal requirements. Using real-world school scenarios, we’ll break down complex rules into actionable steps and share tools to manage leave requests confidently and consistently, support employee well-being, and reduce legal risk.

2:30pm - 3:00pm


Networking Cookie Break - Viennese Terrace / Ballroom

3:00pm - 4:00pm


General Session Keynote - Viennese Ballroom

A Blueprint for School Culture: How You Can Shape Connection, Engagement, and Belonging

Eric Swenson

Independent schools are navigating a moment where culture, connection, and belonging are no longer “nice to have,” but essential to engagement, retention, and mission success. In this presentation, Eric Swenson challenges HR leaders to move beyond administration and step into a more intentional role as architects of school culture. Drawing on national workforce trends, school-specific realities, and practical design principles, this session explores how HR can deliberately shape the employee experience—from hiring and onboarding to performance, civility, and recognition—without adding budget or headcount. The keynote also addresses a central concern many HR leaders face: how to influence culture when senior leadership isn’t fully aligned, offering realistic strategies for leading change without formal authority.

4:00pm - 4:15pm

Closing Remarks - Viennese Ballroom

6:00pm - 9:00pm


Welcome Reception (Courtyard) & Annual Meeting Kick-Off Dinner (Lobby Lounge & Terrace)

Reception & Dinner Ticket Required

Presenter Information

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.

Alec Grollman, CLCS
Area Vice President | Education and Nonprofit Practice Team, A. J. Gallagher


Alec Grollman is a Commercial Insurance and Risk Management Consultant specializing in the education and nonprofit practice sector. Concentrating in creative risk management program development and insurance coverage placement, his goal is to educate buyers, properly assess risk, and create comprehensive coverage solutions. With the addition of a Commercial Lines Coverage Specialist designation, Alec continues to increase his insurance knowledge and better position his clients. He prides himself in providing personalized and exceptional customer care to address each client’s needs and assist their overall mission. Alec’s introduction to the insurance industry began through Gallagher’s internship program in 2018 which transitioned into full time employment with the education and nonprofit team upon graduation from Bryn Athyn College where he earned a degree in Marketing and Data Science.


Heather Kruse, Chief Human Resources Officer, Viewpoint School


Heather Kruse is the Chief Human Resources Officer at Viewpoint School, where she leads all aspects of human resources including talent acquisition, performance management, compensation, employee relations, and organizational development. With over 20 years of HR leadership experience across independent schools, media, and entertainment, Heather brings a practical, people-centered approach to building transparent, high-performing cultures. She is a strategic advisor to senior leadership and the Board, known for aligning HR strategy with mission and values. Under her leadership, Viewpoint has earned multiple Best Places to Work in SoCal recognitions. Heather is also a member of the Cal-ISBOA HR Committee.


Catherine Mattice,
Civility Partners, Inc.


Catherine is an award-winning author, speaker, blogger, and business owner; has been cited in such news outlets as Forbes, INC Magazine, Entrepreneur, and USA Today; and has appeared as a guest expert on such venues as NPR and CNN. She also has over 60+ courses on LinkedIn Learning and reaching global audiences.

Catherine founded Civility Partners in 2008. After working in a toxic environment herself she decided this was a problem she could solve, and today is a leading expert on the topic of turning around a toxic workplace culture and building a positive one in its place.

Under Catherine’s leadership, the Civility Partners team has worked with over 250 clients, including Chevron, NASA, Stanford University, Embraer, and the American Red Cross to help their leaders and teams cultivate a respectful and civil work environment.

Sheba McCoy,
Director of Human Resources, The Nueva School


Sheba is the Director of Human Resources at The Nueva School. She is a dedicated human resource professional with a passion for fostering a positive workplace culture and supporting faculty and staff from a holistic place. She believes in "People, not Paper" as her motto. With over ten years of experience in HR operations. She loves creating new processes that foster integrity and compassion. She believes her HR superpower is that she can build connections within all levels of an organization. She enjoys traveling with her husband to new places. Her favorite music is 80's alternative rock. She finds Jeff Dunham's character, Peanut, hilarious.

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


Jessica McCullagh, PHR, MBA is the Director of Human Resources at The Archer School for Girls in Los Angeles. Jessica also manages Archer’s financial aid program. In her thirteen plus years at Archer, Jessica has worked in a number of other business office functions including student enrollment, student billing and school-wide systems integration projects. She has been a Cal-ISBOA HR Workshop committee member since 2019. Jessica worked in the management consulting and entertainment industries prior to joining Archer in 2012. She has a BA from Northwestern University and an MBA from The University of Southern California.



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!

Brendon Pollis,
Area Vice President | Los Angeles, California, A. J. Gallagher


Brendon Pollis is an Area Vice President, with Gallagher. He is a Property, Casualty and Benefits Consultant within our Real Estate, Nonprofit and Scholastic Division. Brendon has over 12 years experience in the Property/Casualty realm with a particular emphasis on Real Estate & Hospitality as well as Nonprofits & Education. This includes but is not limited to, large Real Estate Portfolios, Property Management & Leasing, Land Management and Development, Habitational (multi family & single family) Captive solutions, Shared and Layered Programs, Schools/Universities, including Charters, Independents and Higher Education within the Western United States (CA, AZ, OR, WA, NV,TX). Brendon is a Graduate of the University Of San Diego.

Gabrielle Turner, Director of Human Resources,
TVT Community Day School




Gabrielle Turner is a strategic Human Resources leader with over a decade of experience across diverse industries, currently serving in a leadership role at a TK–12 Independent school. She partners with the Head of School and strategic leadership team to align people strategy with institutional mission, growth, and community culture, with an emphasis on care and meaningful impact. Gabrielle brings a disciplined, scalable approach to HR informed by work in complex, multi-division and international environments. She is known for building equitable, transparent frameworks and leading initiatives across compensation, benefits, workforce planning, HR transformation, and organizational change. Outside of work, she loves spending quality time with her two daughters, baking something sweet, and enthusiastically learning the rules of American mahjong.




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.


Eric Swenson,
Tanzanite Leadership Development and Symmetry HR Outsourcing


Eric Swenson is a nationally recognized expert on leadership, culture, and the modern workforce. For more than two decades, he has advised organizations across North America—helping leaders strengthen performance, elevate employee engagement, and build workplaces where people thrive. His insights and frameworks have guided more than 300 organizations and over 30,000 employees across nearly every industry.

Eric is the founder and CEO of Swenson Leadership Development and Symmetry HR Solutions, sister companies that provide leadership development, workforce strategy, and HR outsourcing support to small and mid-sized employers. He is the author of Managing People in the 21st Century (2004; updated edition 2020) and The 5 A’s of Great Employees (2016), which argues that intangible attributes are far more predictive of success than traditional markers like education or experience. His third book, Weaknesses, will be published in 2026 and explores how authenticity, self-awareness, and vulnerability drive modern leadership.

Before launching his companies, Eric spent 17 years in corporate leadership roles spanning sales, marketing, training, and operations. Born in LA and raised in Arcadia, California, Eric is an Eagle Scout and a graduate of the University of the Pacific.


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 SHRM-CP® or SHRM-SCP® recertification activities.

Cal-ISBOA is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

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