Hawaii Association of Independent Schools
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NBOA 2-Day Workshop
Date / Time
April 9 - 10, 2019
7:30 AM - 4:30 PM
'Iolani School
Participant Fee
2-Day NBOA Workshop Lunch, snack, and beverages included
HAIS Member /
Non-Member /

Fiduciary Training - 8:30am - 11:30am on April 9
HAIS Member /
Non-Member /
Deadline to Register: March 29

2-Day Workshop Description:
Industry experts from the National Business Officers Association will give you the latest and most relevant information for your role as an independent school leader or business office professional through a two-day workshop tailored to schools in Hawaii. This dynamic program focuses on providing solutions to pressing issues within independent schools through national resources delivered to you in a local setting. Taught by a diverse group of national thought leaders, and featuring a broad range of business operations topics, the workshop will give you a collection of resources, grasp of current issues and take away actionable items that you can implement the day you get back to school.  Sessions will span the areas of accounting/finance, human resources, legal compliance, strategic and financial planning, data insights, working with the board, and more.

Fiduciary Training DescriptionBusiness Intelligence for Independent School Trustees and Administrators (April 9th, 8:30 – 11:30 am)

Independent school trustees provide foresight, oversight, and insight and should serve as the school’s strongest advocates for its mission. Along with the head of school and chief business officer, board members steer the institution towards a sustainable future by adopting sound, ethical, and legal governance and financial management policies. Charged with fiduciary responsibility and liability, the board ensures the school has adequate resources to advance its mission and is utilizing those resources prudently. This session provides trustees and the independent school leaders working closely with them up-to-date information about what it means to serve as a fiduciary of the school, such as understanding and complying with IRS regulations for exempt organizations including executive compensation, what to look for in an annual audit, recommended board committee charges and industry best practices for independent school finance and business operations. NBOA has focused its research on the key issues that impact a school’s financial health in addition to serving as industry experts on the role of a trustee as it relates togovernance and business excellence. This session offers interactive governance case studies as well as highlights several NBOA initiatives to help trustees identify the most relevant information available to fulfill their fiduciary roles and ensure their school’s long-term viability.

Who should attend
: This workshop is for Business Officers, Schools Heads, and Trustees/Board Members 

Travel Grants Available
: A limited number of Scholarships for Neighbor Island Member Schools will be available. They will be needs-based, and no more than 1 will be granted per school. The scholarships are meant to help defray the cost of travel and 1 night hotel stay and are not to exceed $380 per recipient. Reimbursements will be issued at the conclusion of the event, once all receipts are submitted to HAIS. Participants will still be responsible for the cost of the registration fee. The Travel Grant application will be made available soon. 


  • Jeff Shields, President and CEO
  • Jennifer Hillen, CPA, VP, Professional Development and Business Affairs
  • James Palmieri, Senior Vice President
  • Grace Lee, VP, Legal Affairs
  • Mary Kay Markunas, Director, Research and Member Resources

2-Day Workshop Agenda Including the Fiduciary Training

April 9:
*Fiduciary Training Portion 8:00 - 11:30pm*
8:00am Continental Breakfast and Networking*
8:30am Opening Keynote: State of the Industry*
9:30am Business Intelligence for Independent School Trustee & Administrators*
*Fiduciary Training Portion Ends*
11:30am Lunch
12:45pm More Than Common Sense: Understanding and Mitigating Risks
Independent school leaders face a growing list of risks at every turn. Gain deeper understanding of potential threats and learn ways to mitigate against risks such as sexual predators, safety and security threats, social media risks, and vulnerabilities in your hiring practices.
2:15pm Break
2:30pm Current Trends in Tuition Pricing for Independent Schools
NBOA to provide updated demographics data for the region:
1. The Traditional Independent School Business Model
2. Eliminate Expense Gap Model
3. Indexed Tuition Model
4. Tuition Reset
3:00pm Panel Discussion with Hawaii School Leaders: Enrollment and Financial Aid Issues
With rising costs of tuition, changing demographics and competition for top students, independent schools will need to think strategically when it comes to enrollment management. Join a conversation with a distinguished panel as they address the future of financial aid and the impacts it may have on independent schools and their value propositions.
4:00pm TBD:Reception and Networking
5:00pm Day 1 Concludes

April 10:

8:00am Breakfast and Networking
8:30am Culture Meets Compliance
Hear from the author of NBOA's recently released, hands-on human resources guidebook, Culture Meets Compliance. This session will provide an overview of the key areas of human resources (HR) compliance including employee classifications, leave and accommodations, performance management, employee handbooks, I-9 compliance and more. Learn how to review and assess your current HR practices and bring them into alignment with federal requirements and standards of best practice.
10:00am Strategic Data Analysis, Tools, and Insights from NBOA's BIIS
1. The NBOA Financial Dashboard
2. Composite Financial Index Overview
3. Vitality Markers
11:15am NBOA Resource Roundup
11:45am Lunch
12:45pm Legal Issues: Hot Topics and Case Studies
2:15pm Break
2:30pm Regulatory Updates and Content Experts Roundtable
4:00pm Conclude


Continuing Education Credits 
NBOA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

NBOA is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). This program is valid for 12 PDCs. For more information about certification or recertification, please visit www.shrmcertification.org.


About NBOA:

NBOA is the only national association focused exclusively on supporting independent school business officers and business operations staff, and fostering financial and operational excellence among independent PK-12 schools. Founded in 1998, NBOA is a nonprofit membership association dedicated to advancing business excellence in independent schools. NBOA's continued success stems from its active and growing network of members who openly and collaboratively promote best practices and standards of excellence across all business operations within independent schools, including finance, accounting, human resources, information technology, risk management, tax compliance and facilities. NBOA membership includes more than 1,200 schools from every region in the United States as well as international schools in Canada, Mexico and 13 other countries around the globe. Combined enrollment of member schools exceeds 226,000 students; combined budgets are nearly $5 billion.

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