Moderator: James Palmieri, Ed.D. – National Business Officers Association
Presenter: Susan Lansverk, MBA – University Prep
Presenter: Jon Hockman – McKinley Advisors
Presenter: Rick Branson – The Connecticut Association of Independent Schools
Moderator: James Palmieri, Ed.D. – National Business Officers Association
@@@ Susan Lansverk, MBA – University Prep ### 1083699###Presenter###Assistant Head of School for Finance and Operations###University Prep###Presenter: Susan Lansverk, MBA – University Prep
@@@ Jon Hockman – McKinley Advisors ### 477470###Presenter###Principal###McKinley Advisors###Presenter: Jon Hockman – McKinley Advisors
@@@ Rick Branson – The Connecticut Association of Independent Schools ### 1551517###Presenter### Executive Director###The Connecticut Association of Independent Schools###Presenter: Rick Branson – The Connecticut Association of Independent Schools
Primary Presenter: Howard Teibel – Teibel Education Consulting
Co-Presenter: Taylor Hastrich – Fist American Education Finance
Leadership
Primary Presenter: Howard Teibel – Teibel Education Consulting
@@@ Taylor Hastrich – Fist American Education Finance ### 1445596###Co-Presenter###Assistant Vice President###Fist American Education Finance###Co-Presenter: Taylor Hastrich – Fist American Education Finance
Moderator: Jennifer O. Hillen, CPA, CGMA – National Business Officers Association
Presenter: Mary Kay Markunas, MBA – National Business Officers Association
Presenter: James Palmieri, Ed.D. – National Business Officers Association
Presenter: Amber Stockham, SPHR – National Business Officers Association
Presenter: Liz Maher, CPA, MBA – National Business Officers Association
Governance
Moderator: Jennifer O. Hillen, CPA, CGMA – National Business Officers Association
@@@ Mary Kay Markunas, MBA – National Business Officers Association ### 284818###Presenter###Director, Member Resources and Programs###National Business Officers Association###Presenter: Mary Kay Markunas, MBA – National Business Officers Association
@@@ James Palmieri, Ed.D. – National Business Officers Association ### 601000###Presenter###Executive Vice President###National Business Officers Association###Presenter: James Palmieri, Ed.D. – National Business Officers Association
@@@ Amber Stockham, SPHR – National Business Officers Association ### 958626###Presenter###Director, Human Resources Programs###National Business Officers Association###Presenter: Amber Stockham, SPHR – National Business Officers Association
@@@ Liz Maher, CPA, MBA – National Business Officers Association ### 1214775###Presenter###Director, Accounting and Tax Programs###National Business Officers Association###Presenter: Liz Maher, CPA, MBA – National Business Officers Association
Primary Presenter: Kathy Ferguson, CPA – Armanino LLP
Co-Presenter: Dean Quiambao, CPA – Armanino LLP
Co-Presenter: Bryan Vencill, CPA – Armanino LLP
Audit, Tax & Compliance
Primary Presenter: Kathy Ferguson, CPA – Armanino LLP
@@@ Dean Quiambao, CPA – Armanino LLP ### 284901###Co-Presenter###Chief Relationship Builder###Armanino LLP###Co-Presenter: Dean Quiambao, CPA – Armanino LLP
@@@ Bryan Vencill, CPA – Armanino LLP ### 932923###Co-Presenter###Partner###Armanino LLP ###Co-Presenter: Bryan Vencill, CPA – Armanino LLP
Primary Presenter: George Suttles, MPA, MA – Commonfund Institute
Co-Presenter: Susan K. Durrell – Commonfund
Presenter: Jennifer Seidler – Commonfund
Endowments & Investing
Primary Presenter: George Suttles, MPA, MA – Commonfund Institute
@@@ Susan K. Durrell – Commonfund ### 1207938###Co-Presenter###Managing Director###Commonfund###Co-Presenter: Susan K. Durrell – Commonfund
@@@ Jennifer Seidler – Commonfund ### 1560886###Presenter###Director###Commonfund ###Presenter: Jennifer Seidler – Commonfund
Primary Presenter: Brian Walter, JD – Liebert Cassidy Whitmore
Co-Presenter: Trip Thomas – Arthur J. Gallagher & Co.
Co-Presenter: Keith Huyssoon – Polytechnic School
Legal
Primary Presenter: Brian Walter, JD – Liebert Cassidy Whitmore
@@@ Trip Thomas – Arthur J. Gallagher & Co. ### 284786###Co-Presenter###Regional Director, Western U.S. - Independent School Practice###Arthur J. Gallagher & Co.###Co-Presenter: Trip Thomas – Arthur J. Gallagher & Co.
@@@ Keith Huyssoon – Polytechnic School ### 430242###Co-Presenter###Chief Financial Officer###Polytechnic School###Co-Presenter: Keith Huyssoon – Polytechnic School
Primary Presenter: Terry L. Moore, BCP-E – ISM
Change Management
Primary Presenter: Terry L. Moore, BCP-E – ISM
Primary Presenter: Grace H. Lee, JD – Venable LLP
Co-Presenter: Rodney Glasgow – Sandy Spring Friends School
Co-Presenter: Lisa Waller, PhD – The Berkeley Carroll School
Diversity & Inclusion
Primary Presenter: Grace H. Lee, JD – Venable LLP
@@@ Rodney Glasgow – Sandy Spring Friends School ### 1445591###Co-Presenter###Head of School###Sandy Spring Friends School###Co-Presenter: Rodney Glasgow – Sandy Spring Friends School
@@@ Lisa Waller, PhD – The Berkeley Carroll School ### 1538165###Co-Presenter###Head of School###The Berkeley Carroll School###Co-Presenter: Lisa Waller, PhD – The Berkeley Carroll School
Primary Presenter: Thomas P. Arnold – Western Reserve Academy
Co-Presenter: Suzanne Walker Buck – Western Reserve Academy
Co-Presenter: Meg Colafella – Western Reserve Academy
Governance
Primary Presenter: Thomas P. Arnold – Western Reserve Academy
@@@ Suzanne Walker Buck – Western Reserve Academy ### 849924###Co-Presenter###Head of School###Western Reserve Academy###Co-Presenter: Suzanne Walker Buck – Western Reserve Academy
@@@ Meg Colafella – Western Reserve Academy ### 1445518###Co-Presenter###Director of Communications & Marketing###Western Reserve Academy###Co-Presenter: Meg Colafella – Western Reserve Academy
Presenter: Grace H. Lee, JD – Venable LLP
Legal
Presenter: Grace H. Lee, JD – Venable LLP
Primary Presenter: Chris Herman – Garden School
Tuition Modeling & Pricing
Primary Presenter: Chris Herman – Garden School
Primary Presenter: Bryan Denney, CPA – Trinity Episcopal School
Co-Presenter: Dennis Palmer, Jr., LEED AP O+M, CDT – Building Solutions
Co-Presenter: Chad Johnson, AIA, REFP, LEED AP – Page
Facilities Management
Primary Presenter: Bryan Denney, CPA – Trinity Episcopal School
@@@ Dennis Palmer, Jr., LEED AP O+M, CDT – Building Solutions ### 943140###Co-Presenter###Sr Vice President/ COO###Building Solutions###Co-Presenter: Dennis Palmer, Jr., LEED AP O+M, CDT – Building Solutions
@@@ Chad Johnson, AIA, REFP, LEED AP – Page ### 969825###Co-Presenter###Associate Principal###Page###Co-Presenter: Chad Johnson, AIA, REFP, LEED AP – Page
Primary Presenter: Justin Wheeler – School Edge Solutions
Co-Presenter: Ryan Harrison – Delaware Valley Friends School
Co-Presenter: Patrick White – Applied
Diversity & Inclusion
Primary Presenter: Justin Wheeler – School Edge Solutions
@@@ Ryan Harrison – Delaware Valley Friends School ### 1445531###Co-Presenter###Director of Diversity, Equity, Inclusion, and Justice###Delaware Valley Friends School###Co-Presenter: Ryan Harrison – Delaware Valley Friends School
@@@ Patrick White – Applied ### 1445532###Co-Presenter###Head of Growth Projects###Applied###Co-Presenter: Patrick White – Applied
Primary Presenter: Evelyn Cambria, MA – Episcopal High School - Houston
Co-Presenter: Paul Mayhew – River Oaks Baptist School
Co-Presenter: Kristin L. Smith, J.D. – Fisher Phillips LLP
Change Management
Primary Presenter: Evelyn Cambria, MA – Episcopal High School - Houston
@@@ Paul Mayhew – River Oaks Baptist School ### 322612###Co-Presenter###Associate Head of School for Operations###River Oaks Baptist School###Co-Presenter: Paul Mayhew – River Oaks Baptist School
@@@ Kristin L. Smith, J.D. – Fisher Phillips LLP ### 663083###Co-Presenter###Lawyer###Fisher Phillips LLP###Co-Presenter: Kristin L. Smith, J.D. – Fisher Phillips LLP
Presenter: Brandie Melendez, SPHR, M.S.Ed – The Berkeley Carroll School
Diversity & Inclusion
Presenter: Brandie Melendez, SPHR, M.S.Ed – The Berkeley Carroll School
Keynote Speaker: Ben Nemtin – Co-founder of MTV's The Buried Life Movement
*Moderator: Jeff Shields, FASAE, CAE – National Business Officers Association
Keynote Speaker: Ben Nemtin – Co-founder of MTV's The Buried Life Movement
@@@ Jeff Shields, FASAE, CAE – National Business Officers Association ### 318192###*Moderator###President and Chief Executive Officer###National Business Officers Association###*Moderator: Jeff Shields, FASAE, CAE – National Business Officers Association
Primary Presenter: Nat Saltonstall, EdM – SPARC
Co-Presenter: Karen McCann McClelland, MEd, MBA – Sidwell Friends School
Co-Presenter: Bob Rojee – SPARC
Auxiliary Programs
Primary Presenter: Nat Saltonstall, EdM – SPARC
@@@ Karen McCann McClelland, MEd, MBA – Sidwell Friends School ### 430198###Co-Presenter###Director of Auxiliary Programs###Sidwell Friends School###Co-Presenter: Karen McCann McClelland, MEd, MBA – Sidwell Friends School
@@@ Bob Rojee – SPARC ### 1445543###Co-Presenter###Director of Business Development###SPARC###Co-Presenter: Bob Rojee – SPARC
Primary Presenter: Grace Chan, JD – Liebert Cassidy Whitmore
Co-Presenter: Donna Williamson, JD – Liebert Cassidy Whitmore
Co-Presenter: Susan M. Loveall – The Carey School
Legal
Primary Presenter: Grace Chan, JD – Liebert Cassidy Whitmore
@@@ Donna Williamson, JD – Liebert Cassidy Whitmore ### 284862###Co-Presenter###Partner###Liebert Cassidy Whitmore###Co-Presenter: Donna Williamson, JD – Liebert Cassidy Whitmore
@@@ Susan M. Loveall – The Carey School ### 1445583###Co-Presenter###Chief Financial Officer###The Carey School###Co-Presenter: Susan M. Loveall – The Carey School
Presenter: Amber Stockham, SPHR – National Business Officers Association
Co-Presenter: Whitney Walters-Sachs – Pine Crest Preparatory School
Hiring & Retention
Presenter: Amber Stockham, SPHR – National Business Officers Association
@@@ Whitney Walters-Sachs – Pine Crest Preparatory School ### 430205###Co-Presenter###In-House Counsel###Pine Crest Preparatory School###Co-Presenter: Whitney Walters-Sachs – Pine Crest Preparatory School
Primary Presenter: Kelsey Vrooman – Mission & Data
Co-Presenter: Ari M. Betof, EdD, MBA – Mission & Data
Financial Reporting
Primary Presenter: Kelsey Vrooman – Mission & Data
@@@ Ari M. Betof, EdD, MBA – Mission & Data ### 1445581###Co-Presenter###Co-Founder & Partner###Mission & Data###Co-Presenter: Ari M. Betof, EdD, MBA – Mission & Data
Primary Presenter: Gary W. Mauger, CEBS – New Pinnacle Consulting Group
Co-Presenter: Evan Giller, JD – Boutwell Fay LLP
Audit, Tax & Compliance
Primary Presenter: Gary W. Mauger, CEBS – New Pinnacle Consulting Group
@@@ Evan Giller, JD – Boutwell Fay LLP ### 1445552###Co-Presenter###Of Counsel###Boutwell Fay LLP###Co-Presenter: Evan Giller, JD – Boutwell Fay LLP
Presenter: Michael J. Bergin, MBA – Miss Porter's School
Co-Presenter: Katherine Windsor, Ed.D – Miss Porter's School
Endowments & Investing
Presenter: Michael J. Bergin, MBA – Miss Porter's School
@@@ Katherine Windsor, Ed.D – Miss Porter's School ### 1491210###Co-Presenter###Head of School###Miss Porter's School###Co-Presenter: Katherine Windsor, Ed.D – Miss Porter's School