2019 Finance Institute: A Primer for the Non-Finance Guru
Franklin Marriott Cool Springs
700 Cool Springs BoulevardFranklin, TN 37067
United States
Event Details
ABOUT THIS EVENT
A Primer for the Non-Finance Guru
An introductory overview of independent school finance for administrators as well as aspiring and early career heads of school. Informative and engaging sessions led by financial professionals and independent school leaders. Enjoy opportunities to discuss and reflect with colleagues as you learn to make sense of the financial landscape of the school.
WHO SHOULD ATTEND?
- Administrators
- Heads of School
- Aspiring Heads of School
- Division Heads
Program offered in partnership with SAIS.
REGISTRATION
Member School* | Non-Member School | |
Through October 31 | $425 | $479 |
November 1 - December 14 | $445 | $499 |
December 15 - January 11 | $465 | $519 |
After January 11 | $485 | $539 |
*Member rate applies to both MISBO and SAIS members
Hotel
Headquarters Hotel
Franklin Marriott Cool Springs
700 Cool Springs Boulevard
Franklin, TN 37067
THIS BLOCK IS NOW FULL. See overflow blocks below, or you may reserve a room outside of the block.
Overflow Block #1
Hampton Inn & Suites Franklin/Cool Springs
7141 South Springs Dr, Franklin, TN 37067
(615) 771-7225 - ask for SAIS rate
- Distance from Marriott: 1.5 miles
- Rate: $117
- Complimentary wifi in guest rooms
- Complimentary self-parking
- CUT-OFF: 1/13 or when the block is full
- Online booking link: Hampton Inn & Suites
Overflow Block #2:
Hyatt Place Franklin/Cool Springs
650 Bakers Bridge Ave, Franklin, TN 37067
(615) 771-8900 - ask for SAIS rate
- Distance from Marriott: 1.3 miles
- Rate: $119
- Complimentary self-parking
- Complimentary shuttle to event hotel
- CUT-OFF: 1/13 or when the block is full
Overflow Block #3:
Hilton Franklin/Cool Springs
601 Corporate Center Dr, Franklin, TN 37067
(615) 550-1650 - ask for SAIS rate
- Distance from Marriott: 0.25 miles
- Rate: $159
- Complimentary self-parking
- CUT-OFF: 1/13 or when the block is full
- Online booking link: Hilton Franklin
GETTING THERE
Airport: Nashville International Airport (BNA)
Ground Transportation: The Franklin Marriott Cool Springs is located 20 miles from the Nashville International Airport. Please see the hotel's maps & transportation page.
ADVISORY GROUP
Thank you to the members of the advisory group!
- Josh Clark, Head of School, The Schenck School, Atlanta
- John King, Associate Head of School, Ransom Everglades, Coconut Grove/Miami
- Robert McGehee, Assistant Head of School, Highlands School, Birmingham
- Andrew Phelps, Business Manager, Battle Ground Academy, Nashville
MOBILE APP
Be sure to download the MISBO mobile app to be connected to all things related to the 2019 Finance Institute! Get the App today!
Follow on Twitter #19FI
CPE CREDIT
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.
Agenda
January 27 | |
4:00 PM - 7:00 PM | Registration |
6:00 PM - 7:00 PM | Opening Reception |
January 28 | |
8:00 AM - 9:00 AM | Breakfast |
9:00 AM - 10:15 AM | Right Sizing: Balancing Budget and Program Pam Andrews, Chief Financial & Operating Officer, St. Paul’s Episcopal School & Marty Lester, Head of School, Brookstone School |
10:15 AM - 10:45 AM | Break |
10:45 AM - 11:45 AM | What Are Your Financials Trying to Tell You? David Adams, Senior Vice President, George K. Baum & Company |
11:45 AM - 1:00 PM | Lunch |
1:00 PM - 2:15 PM | Managing Risk and Creating a Culture of Safety in Your School Cheryl McDowell, Vice President, Education Practice Group, Bolton & Company |
2:15 PM - 2:45 PM | Break |
2:45 PM - 4:00 PM | Developing Leadership and School Culture From the Business Office Patrick Schuermann, Director, Independent School Leadership Master's Program, Vanderbilt University, Peabody College |
4:00 PM - 4:15 PM | Break |
4:15 PM - 5:00 PM | Mix and Match Discussion Groups Join attendees from the Athletic Directors Conference and the Auxiliary Programs Conference to discuss how different departments can work together for mutual benefit and the good of the school. |
5:00 PM - 6:00 PM | Reception with Exhibitors |
January 29 | |
8:00 AM - 9:00 AM | Breakfast |
9:00 AM - 10:15 AM | Using Negotiation and Conflict Resolution to Benefit Your School Jerry Chambers, Chief Financial Officer, First Academy & ISM Consultant |
10:15 AM - 10:45 AM | Break |
10:45 AM - 12:00 PM | Financial Implications of School Security Dan Stephens, President, Invictus Consulting |
12:00 PM - 12:00 PM | Snack Pack To Go |