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April 25-26, 2024 ♦ Richmond Marriott Downtown

WHY ATTEND? 
Are you interested in timely topics and strategies to impact your independent school business office, including financial well-being, employee retention, and data-driven decision-making?
Do you want opportunities to connect and collaborate with VAIS peers for insight and innovation?
Then this is the program for you!

WHO SHOULD ATTEND?  
Business Officers and Teams

HOW WILL WE LEARN?  
Join your colleagues for the 2024 VAIS Business Officers Institute in Richmond! Anticipate inspiring and informative daily Keynotes followed by Learning Blocks where we will dive into content from national experts and collaborate with VAIS colleagues.

Opening Keynote: Mission-Anchored Compensation: Stability through Strategic Alignment, Amber Stockham, NBOA. Independent schools are in the ultimate people business, with up to 80% of operating budgets devoted to salaries and benefits for the faculty and staff who deliver your mission every day. For this reason, a compensation system capable of attracting and retaining mission-driven employees is critically important to the health and stability of your school. Each school is unique, and the challenges and opportunities they face based on their size, demographics, and geography will all affect their compensation strategy. Join Amber Stockham, NBOA’s Senior Director, Human Resources Programs, as she shares the results of NBOA’s recent analysis of compensation systems within independent schools and explores the innovative ways schools are aligning their compensation systems with their missions and strategic priorities. Discover essential factors that must be considered when making changes to your school’s compensation and begin to explore the possibilities available to your school based on your unique needs.

Strategic Keynote: Power & Impact: The Head/CFO Relationship, Dallas Joseph, CFO, Baylor School & Scott Wilson, ism, Executive Leadership Department Head and Executive Coach 
Successful independent schools have several fundamental qualities in common, but one is ubiquitous: a positive and productive partnership between the head of school and the school’s CFO. This session explores the qualities of that critically important relationship, regardless of your school's size, and the roadmap for maximizing the relationship for the sake of the school.

WHERE/WHEN?     Richmond Marriott, Richmond – Updated 2024 Prices
Richmond Marriott Downtown
500 E Broad Street
Richmond, VA 23219

PROGRAM SNAPSHOT:

PROGRAM CONTENT IN MORE DEPTH:

Roundtable Discussion
Join your colleagues to discuss how individuals and teams are navigating the hottest topics in our VAIS business offices. Participants will generate table topics upon arrival for this collegial discussion. 

AI in Education: A Guide for Business Officers
Christina Lewellen,  Executive Director, ATLIS
While AI has been around for more than 60 years, recent advancements in natural language processing have created new opportunities and challenges for independent schools. This deep-dive workshop aims to demystify artificial intelligence (AI) in K-12 education as administrators and educators are grappling with the implications this technology is having on current education systems, including curriculum, instruction, and assessment practices. Gain a comprehensive understanding of AI's potential in the business office, its impact on {educational} outcomes, and the ethical considerations surrounding its implementation. In this session, you’ll engage in thought-provoking discussions to discover the opportunities AI presents for transforming your work {education} in independent schools and walk away with resources that will provide immediate guidance for your business office/team {school.} The session will share a plethora of AI tools designed to make school operations more efficient, and we will crowdsource creative ways schools are leaning into AI for both learning and running a more efficient organization.

Innovative and Mission-Driven Benefits Packages
Amber Stockham, Senior Director, NBOA & Jill Aveson, Director of Human Resources, Collegiate School
While the cost drivers of a school’s employee benefits package are primarily health insurance and retirement benefits, these options are usually not the primary drivers of employee recruitment and retention. Faculty and staff are increasingly seeking a robust benefits package that will support their needs at multiple life stages and want to see benefits offerings that align with the values of their school communities. Join us to explore the wide range of benefits options available to schools, the financial and legal implications that must be considered, and the ways employee benefits packages can be structured to support both the school’s mission and its faculty and staff. 

VA General Assembly Update
Laura Godwin, Director of Member Services, VAIS
Laura Godwin, VAIS, will provide a recap of the 2024 General Assembly session including what passed, what didn’t, and what’s on the horizon.  

Your School Cyber Environment is Breached - What Now?
Jane Vardzel, CyberClan Account Executive
CyberClan will present an exciting, educational, and interactive session in which we will take the audience through a mock breach of a school’s electronic environment. We will discuss everything from containment to management of and recovery from a breach, along with the decision trees that need to be navigated by any organization responding to a breach of its environment. This mock session will help to prepare school officials and administrators to respond to and recover from such a breach. We have found that organizations that are prepared, suffer less damage, recover faster, and emerge stronger.

Navigating Tricky Terminations and Investigations
Bryan Holbrook, Partner, Fisher Phillips
Explore strategies for handling delicate employment terminations and best practices for investigations. This session will include insights from Holbrook’s extensive experience supporting and representing independent schools. Anticipate learning techniques to mitigate risks and guidance towards practical solutions for your school.

  

REGISTRATION:

Registration includes program, breaks, lunch and dinner on Thursday and breakfast on Friday. The final registration deadline is Friday, April 12, 2024. No refunds will be issued after that date. (See Cancellation Policy)

Overnight Rooms:  The Richmond Marriott VAIS room block is full.

WHO FEE
VAIS MEMBER       $475     
NON-MEMBER     $950

REGISTER for the BUSINESS OFFICERS INSTITUTE 

 

 

SPEAKER BIOS:

Amber Stockham, SPHR, earned an MBA from the University of Massachusetts, Amherst, and brings 20 years of experience in human resources to her role at NBOA.  Prior to NBOA, Amber served as the Director of Human Resources at Miss Hall’s School. In that role, she transitioned the school’s retirement plan and oversaw the implementation of a captive health plan and robust wellness program, stabilizing costs for the school and employees, providing sustainable benefits to the community, and allowing employees to focus on educating and caring for the student body. She was a key member of the school’s Compensation, Evaluation, and Benefits Task Force and, in coordination with school counsel, represented her school in legal proceedings. Stockham’s work in residential life at Miss Hall’s School and her community volunteer work led her to a better understanding of the complexity of school life and strengthened her commitment to mission-driven human resources practices.   She has also served as a recruitment consultant for the Berkshire County (MA) District Attorney Transition Team, as finance committee chair of Captivated Health,  and as a board member of the New England Educators Insurance Association. 

Christina Lewellen is a seasoned association executive who has served industries ranging from window manufacturers to court reporters to proposal writers. She brings a data-driven framework to business planning and strategy, having earned her MBA from the Rochester Institute of Technology and the Certified Association Executive designation from the American Society of Association Executives. She was named the Executive Director of ATLIS in 2019, and serves in a variety of ways as an advocate for independent schools and their leadership teams. She and her family live in Virginia.

Matt Hedley serves OneDigital as Director of Retirement Services, primarily responsible for leading the for-profit and not-for-profit retirement plan strategies and solutions for our institutional clients.  He specializes in plan design consulting, fee benchmarking, legislative & regulatory updates and investment analysis.  Matt earned his B.B.A. in Accounting from Radford University and completed his Certified Financial Planner™ education at Old Dominion University.  Matt was recognized by the National Association of Plan Advisors as a Top Retirement Plan Advisor Under 40* and consistently speaks at conferences and events each year.

Amber Jones is a Retirement Plan Consultant with OneDigital’s Multiple Employer Plan (MEP) Consulting Team. In this role she delivers customized solutions to plan sponsors and participants and develops new client relationships in the Mid-Atlantic region. She joined OneDigital from TIAA, where she held various roles in relationship management, financial consulting, and client relationship consulting. She managed a book of approximately 50 institutional clients, primarily in the K-12 and private university and college space. Prior to TIAA, she worked at The Vanguard Group.

Scott Wilson, a 40-year leader in independent schools, joined ISM as a Consultant and Executive Coach in 2021, now serving as Department Chair for Executive Leadership. Scott previously served as President and Headmaster of Baylor School, Tennessee. Scott enjoys working with School Heads and their Trustees on all facets and challenges of school leadership. He understands the unique demands of independent school leadership and the skills necessary for navigating headship effectively—from strategic planning to the realities of working daily with the myriad constituencies of today’s complex school world. Above all, he retains his passion for independent schools and the students they serve. Scott has also served as a Director for the Georgia Independent School Association, the Tennessee Association of Independent Schools, and the Southern Association of Independent Schools. He was mentored by some of the greats in the independent school world, and he now seeks to pass along the lessons learned during his storied career. Scott earned his bachelor’s degree at The University of Georgia and a master’s degree at The University of South Carolina. Scott was a Klingenstein Fellow at Columbia University’s Teachers College.

Dallas Joseph is COO/CFO at the Baylor School in Chattanooga, TN.  Joseph entered the independent school sector after serving in financial leadership positions at three higher education institutions. In 2000, he joined the Baylor School as Chief Financial Officer and Chief Operating Officer, where he oversees accounting, dining operations, spirit store, summer programs, swim club, technology, security, transportation, and physical plant operations. Dallas is the former Vice President of Finance at Fisk University, Suomi College, and Shaw University. Joseph holds a Bachelor of Accounting Systems degree from the University of North Texas and an MBA from Campbell University.  On the national level, he has held leadership roles in the areas of finance and enrollment management and served as board chair of the National Business Officers Association and the Enrollment Management Association. He serves on numerous boards, including RockPoint Bank, Community Foundation of Greater Chattanooga, the Hunter Museum of American Art, and Shaw University.

Mikel Pearce is General Counsel, Breach Coach Relationship Manager at CyberClan. Mikel spent 20 years as an insurance defense and coverage lawyer and has nearly a decade of experience as a breach coach, acting on behalf of Lloyd’s syndicates as well as domestic and international insurers. Mikel is excited to leverage his experience as a breach coach to assist CyberClan in being ever more responsive to the needs of various clients and stakeholders.

Bryan Holbrook is a partner in Fisher Phillips’ Charlotte and McLean offices, where he focuses his practice on employment litigation and counseling. His practice includes representing employers in state and federal courts, as well as those with charges pending before the Equal Employment Opportunity Commission, the Department of Justice, and parallel state agencies. With almost 600 attorneys in 41 offices across the United States and Mexico, Fisher Phillips is an international labor and employment firm providing practical business solutions for employers’ workplace legal problems. Bryan advises and counsels clients on issues surrounding wage and hour, employment discrimination and harassment, litigation, workplace safety, immigration, trade secrets and non-competes, and more.

 

SPONSORS:
VAIS appreciates the support of the following Sponsors for the Business Officers Institute.

Strategic Partners
The Budd Group
ConnectOne Bank
Creative with manufacturing partners: Steelcase & Smith Systems
Educators Benefit Services
Meriwether Godsey
MISBO
OneDigital
Pentegra
RCM&D
Spiral Marketing
TIAA
TowneBank
VIcom

Sponsors
Brock & Company, Inc.
Brown Edwards
CulinArt Group

Event Exhibitors
A.W.G. Dewar, Inc.
Checkwriters
CLA
CyberClan
Fisher Phillips
IMA, Education Practice
ISM, Inc.
Lynx Investment Advisory, LLC
Parrot Benefit Group
Sonny Merryman

Academic Partners
World Leadership School