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Thank you to our sponsors:
November 1, 2018
9 am - 3:15 pm
New Haven Lawn Club

Jeff Shields, President and CEO, NBOA

Attorney Mark D. Rasch, Nationally Recognized Expert on Cybersecurity and Privacy


Annual Conference on Business, Legal and Facilities Affairs

 A conference for Business Managers, Trustees, Heads, Risk  Management Professionals, Facilities Directors and Senior-Level School Administrators


8:30 - 9:00 Registration and Continental Breakfast




Morning Keynote
Navigating Financial Trends for Independent Schools
Jeffrey Shields, FASAE, CAE; ‚ÄčPresident and Chief Executive Officer, National Business Officers Association

The work of independent school leaders is rewarding and challenging.  We are all experiencing changes in the environment quickly and relentlessly. It requires leaders to understand these trends and collaborate with other school leaders to create and sustain enduring success.  This keynote will explore the top trends facing independent school business officers and facilitate a discussion for addressing them and leading your school to future financial success. 

10:15 - 11:15  Concurrent Sessions (Choose One)
  A.1 Improve Your School’s Operational Performance and Financial Position using The NBOA Financial Dashboard for Independent Schools
Jeffrey Shields, President and CEO & James Palmieri, Ed.D., Senior Vice President, National Business Officers Association
Understanding that relevant and reliable data is important to the work of business officers and the decisions you must make to help ensure your school’s long-term financial sustainability, The NBOA Financial Dashboard makes your role of data reporter that much simpler.  Learn how to use dashboard to assess, monitor, and improve your school’s operational performance and financial position, and begin to allow the twelve pre-loaded key financial indicators from BIIS tell your school’s story and help you plan your future.
  A.2 Independent School Risks – The Worst That Could Happen
Chris Duble, CEO and Julie M. Price, Vice President, Education Team Leader, Fred C. Church Insurance
Fred C. Church Insurance is the long-time risk advisor and insurance broker for the 60+ school CAIS/Nutmeg Group Program, as well as over 140 other independent schools nationwide. Chris Duble, CEO and Julie Price, their Education Team Leader will discuss the five biggest risks for a K-12 independent school today – and what your school can do to prevent or mitigate these risks.

A.3 Access and Affordability: What School Leaders Need to Know
Mark Mitchell, Vice President, NAIS
Financial aid investments are an increasing portion of most schools’ budgets.  School leaders nationwide are increasingly grappling with answering the kinds of questions that the trends and realities are bringing to bear at the leadership level:  What measures should we focus on when evaluating if we’re accomplishing our financial aid goals and objectives? Does the overall financial and enrollment picture of our school suggest we need new approaches to our financial aid strategies? How does our price affect our ability to enroll the students we want? Get a scan of the recent trends statewide and nationally to put your school’s reality into context. Discuss the hot topics in affordability facing schools in the post-recession “new normal,” from the role of merit to tuition remission to changing terminology around “financial aid.” Affirm what the impact of financial aid dollars ultimately needs to be at your school.

11:15 - 12:15  Reception and Visits with Corporate Guests
Enjoy a snack and beverage and take a moment to support CAIS by visiting with the companies and people that help to make this event and other CAIS programs and services possible.
12:15 - 1:15

Lunch & Tributes
Join us as we pay tribute to retiring CAIS Business Managers and honor retiring CAIS Executive Director, Doug Lyons
Speaker: Tom Lasley, Director of Finance, Eagle Hill School

1:15 - 2:15

Lunch Keynote
Hackers are targeting schools. Are you prepared?
Keeping Kids and Data Safe: Challenges for Independent Schools
Attorney Mark D. Rasch

Hackers, criminals and even foreign governments increasingly target personal information as a means for committing and furthering crimes like identity theft, identity fraud, false personation and other offenses.  At the same time, other threats to the privacy and security of student data and other sensitive data maintained on school IT networks create risks to the schools, the administrators and the IT staff themselves. The modern school IT department is responsible not only for ensuring that the IT infrastructure works, but that it works securely.  The unique nature of the K-12 environment, frequently with hundreds if not thousands of individuals with authorized access, and the unique threats to privacy and security present compliance and security challenges for schools.  This session will focus not only on the nature and extent of the threats to K-12 networks, but also some of the special responsibilities for schools with respect to compliance with FERPA, COPPA, NIST and other standards, and how to protect students from complaints of sexting, doxing, fappening, cyberstalking, revenge porn, copyright violations, grade modification, denial of service and distributed denial of service, botnets, and other technical, legal and compliance risks. We will also discuss some basic efforts school IT departments can take to keep their networks available, safe and secure, and to respond effectively to the inevitable incidents which will threaten students, faculty, administration and others.
 2:15 - 3:15

Conversation with CT State Legislators
Len Fasano (R) and Andrew Fleischmann (D)

Connecticut State Legislators, Len Fasano and Andrew Fleischmann, will provide insight into the current political climate and host a Q&A with the audience. If you have specific questions you'd like them to be prepared to address, please complete this form.

Registration fees:

Full Day: $95
1/2 Day Morning: $75 (includes breakfast, morning keynote & breakout session)
1/2 Day Afternoon: $75 (includes reception, lunch, lunch keynote & breakout session)