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Pathway to Leadership: Finance & Operations

Sunday, June 22, 2025 to Tuesday, June 24, 2025
This program provides collaboration opportunities and valuable sessions designed for independent school business office professionals.

Are you new to independent schools or transitioning into a business office role? The brand new Pathway to Leadership: Finance & Operations program is designed especially for you. This program gives you the critical knowledge and tools you need to succeed. Learn the fundamentals of nonprofit accounting, budgeting, and financial planning, while gaining practical experience in school operations, HR, facilities management, and auxiliary services like after-school care and summer camps. 

Ready to build a strong foundation and advance your career? Register today to equip yourself with the expertise needed to contribute to your school’s financial sustainability and operational success. 

WHO SHOULD ATTEND?

  • Business Officers
  • Aspiring Business Officers
  • Controllers
  • Accounts Payable/Receivable
  • Student Billing
  • Benefits Administrators
  • Payroll Specialists

HRCI Credit

This program has been submitted to the HR Certification Institute for review.


CPE CREDIT

logo, company name

MISBO 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.


Get Social

Join the buzz for this event! #PathwayFIN25

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Event Policies

Click here to read the Event Registration and Cancellation Policies. 

Credits Price
Additional Attendee(s)
Only select this option if someone from your school has already paid full price. Any additional staff member from the same school is $225. Not sure if someone from your school has already registered? Please check with Akshay Anikhindi at akshayanikhindi@misbo.com or 404.921.3814 if you have any questions. Registration Ends 6/24/25 at 12:00 AM EDT
$225.00
Member - Late
Log in to get member pricing! Full price for the first individual and $225 for any additional staff members from the same school. Registration Ends 6/24/25 at 1:00 AM EDT
$425.00
Credits Price
Additional Attendee(s)
Only select this option if someone from your school has already paid full price. Any additional staff member from the same school is $250. Not sure if someone from your school has already registered? Please check with Akshay Anikhindi at akshayanikhindi@misbo.com or 404.921.3814 if you have any questions. Registration Ends 6/24/25 at 1:00 AM EDT
$250.00
Non-Members - Late
Full price for the first individual and $250 for any additional staff members from the same school. Registration Ends 6/24/25 at 1:00 AM EDT
$495.00

Renaissance Atlanta Airport Gateway Hotel

2081 Convention Center Concourse
Atlanta, GA 30337

Book your room here

Discounted Rate:  $200 per night

Cutoff date: May 30, 2025

Check in:  3:00 pm

Check out:  11:00 am

Cancellation policy:  72 hours prior to arrival

Rooms reserved within the hotel block include:

    • Complimentary guest room internet for Marriot BonVoy members
    • Group room rate available 2 day before and after the conference, based on availability 
    • Discounted self-parking - $32
    • Free airport transportation via 24-Hour ATL SkyTrain

Room Amenities:

      • Standard King bed
      • Complimentary wireless internet access

Hotel Amenities:

      • Hotel dining: on-site restaurant Southern fare restaurant
      • 24-Hour Fitness center

Explore ATLANTA airport district

Staying for a few extra days? That's great! The Atlanta airport district is a fun area with tons of attractions, no matter what you're interested in. Check out ATL Airport District for a directory of restaurants, attractions, and more near the Atlanta Airport district! 

Agenda

June 22
4:00 PM - 5:30 PM Registration
5:00 PM - 6:00 PM Reception
6:00 PM - 7:30 PM Dinner & Opening Session Elevating Culture from the Business Office
June 23
8:15 AM Registration and Breakfast
9:00 AM - 9:55 AM General session Beyond the Budget: 5 Ways to Lead, Influence, and Transform Your School
10:00 AM Break with Sponsors
10:30 AM - 11:30 AM Breakout session Keeping the Boat Afloat, the Pressures of Setting a Sustainable Budget
11:30 AM - 12:15 PM Lunch
12:15 PM - 1:15 PM Breakout session Complex Borrowing and the Language of Debt
1:15 PM - 1:45 PM Break with Sponsors
1:45 PM - 2:45 PM Breakout session Navigating Facilities Management as a New or Aspiring Business Officer
2:45 PM - 3:15 PM Break with Sponsors
3:15 PM - 4:15 PM Breakout Session HR & CFO Legal Face-Off: The Ultimate Compliance Challenge
6:00 PM Informal Happy Hour
June 24
8:15 AM - 9:00 AM Light breakfast
8:45 AM - 9:45 AM Breakout session Maximizing Collaboration: Best Practices for Auxiliary and Summer Programs within Business Operations
9:45 AM - 10:30 AM Break & Networking Join your colleagues for our networking hour! Select your area of interest and join the group for networking, sharing your knowledge, and asking those questions that keep you up at night!
10:30 AM - 11:30 AM Breakout session Cost Effectiveness by Division: An Essential Financial Tool
11:30 AM - 12:30 PM Breakout session Lessons from the Field: A School’s Journey to a Smooth Year-End Close and Audit
David M Adams
David M Adams Director, Governmental & Not-for-Profit Bankng SouthState Bank
Akshay H. Anikhindi
Akshay H. Anikhindi Technology Manager MISBO
Lee Arledge
Lee Arledge Senior Employee Benefits Consultant USI Insurance Services
Kim Avery
Kim Avery Controller Westminster
Palmer Ball
Palmer Ball President Palmer Ball Consulting, LLC
Fran Banta
Fran Banta Assistant Controller Westminster
Roz Benjamin
Roz Benjamin Head of School The Children's School
Toni Boyd
Toni Boyd Vice President for Finance and Operations Westminster
Heather Brusino
Heather Brusino Accounts Receivable Coordinator/Student Billing Ravenscroft School
Ryan Cliff
Ryan Cliff Senior Accountant Mount Vernon School
William Dillard
William Dillard Director of Partner Awareness Building Solutions
Sheletha Drew
Sheletha Drew Finance Director Gracepoint School
Elaine Erwin
Elaine Erwin Business Office Manager/Accounts Payable Ravenscroft School
Ilanit Fischler
Ilanit Fischler Partner Fisher Phillips
Rachel Flavin
Rachel Flavin Director of Finance Churchill Center and School for Learning Disabilities
Lisa Flowers
Lisa Flowers Events Manager MISBO
Michael Forrester
Michael Forrester Controller Holy Innocents' Episcopal School
Tom Franz
Tom Franz Senior Associate of Partner Development Building Solutions
Calvin Golden
Calvin Golden Director of Finance & Operations Linden Waldorf School
Jill Huggins
Jill Huggins Financial Manager The Stonehaven School
Bob Hymson
Bob Hymson Director of Finance
Leslie Johnson
Leslie Johnson Business Manager UMS-Wright Preparatory School
Amy King
Amy King Controller Mount Vernon School
Karen McClelland
Karen McClelland Director of Auxiliary Programs Sidwell Friends School
Heather Minhinnette
Heather Minhinnette Accounting Systems Associate Duchesne Academy of the Sacred Heart
Karen Moore
Karen Moore Chief Financial & Operations Officer The Frances Xavier Warde School
Todd Morris
Todd Morris Finance Director UMS-Wright Preparatory School
Josh Myers
Josh Myers Holy Innocents' Episcopal School
Gina Noble
Gina Noble Controller Porter-Gaud school
Jason Oggs
Jason Oggs Business Manager Brentwood Academy
Allison Pearson
Allison Pearson Controller Woodward Academy
Jenifer Pecht
Jenifer Pecht Senior Portfolio Manager USI Insurance Services
Holly Poff
Holly Poff Controller University School of Nashville
Amanda Rahm
Amanda Rahm Business Office UMS-Wright Preparatory School
Joe Rayburn
Joe Rayburn Director of Partner Development Building Solutions
Jenna Rubin
Jenna Rubin Partner Fisher Phillips
Erica Schulz-Durren
Erica Schulz-Durren Business Office Coordinator The Waldorf School of Atlanta
Michelle Shea
Michelle Shea Vice President MISBO
Asbury Stembridge
Asbury Stembridge Financial Analyst Westminster Schools
Beth Waguespack
Beth Waguespack Head of Finance and Bus Mgmt Duchesne Academy of the Sacred Heart
Danielle Welsh
Danielle Welsh Accountant The Walker School
Jamey Wood
Jamey Wood Business Officer/Academic Dean The King's Academy
6 Other Registered Attendees
📘 Here’s your Digital Program Book!
Everything you need to navigate the Pathways to Leadership: Finance & Operations event is right here—agendas, speaker information, an attendee directory, and more. Would you like to save it to your phone? Super easy. Follow these steps:
  • 📱 iPhone: Open the link in Safari → Tap the Share icon → Select “Add to Home Screen”.
  • 🤖 Android: Open the link in Chrome → Tap the 3-dot menu (top right) → Tap “Add to Home screen”.
Now it’s always just one tap away—like a VIP pass in your pocket.

For More Information:

Dianne Sagaas
Dianne Sagaas
Director of Professional Development MISBO (404)921-3812
📘 Here’s your Digital Program Book!
Everything you need to navigate the Pathways to Leadership: Finance & Operations event is right here—agendas, speaker information, an attendee directory, and more. Would you like to save it to your phone? Super easy. Follow these steps:
  • 📱 iPhone: Open the link in Safari → Tap the Share icon → Select “Add to Home Screen”.
  • 🤖 Android: Open the link in Chrome → Tap the 3-dot menu (top right) → Tap “Add to Home screen”.
Now it’s always just one tap away—like a VIP pass in your pocket.