You are on page 1of 16




NBOA Annual Meeting

March 2-5, 2014 | Orlando, FL | Gaylord Palms

NBOA 2014 Annual Meeting

The NBOA Annual Meeting is the premier professional development and networking event that brings together independent school leaders in every sector of finance and business operations. Gain insight and perspective about the many facets of the business officers day-to-day responsibilities and strategic leadership role while examining high-level topics such as financial sustainability and managing competing priorities. Youll make new connections and strengthen existing ones while exploring innovative ways to direct business operations during eight series of compelling educational programming more than 40 sessions that were hand-picked by NBOA members to best serve your needs. This Annual Meeting is where you will find a truly national representation of those who direct independent school operations. Join your colleagues from every facet of schools business operations; business officers, human resources professionals, facilities directors, and information technology specialists different roles, but unified in their commitment to independent school excellence.

Saturday, March 1
Noon - 5:00 pm

Tuesday, March 4
6:45 - 7:30 am

Pre-conference: Design, Realign, Amplify: Constructing your Schools Financial Future

Fun Run/Walk

7:00 am - 5:00 pm Registration 7:00 - 8:15 am

Breakfast General Session: Dan Roam Break Super Session and Concurrent Sessions D NBOA Awards Lunch Concurrent Sessions E Super Session Break Concurrent Sessions F Free Evening and Dinner on your own

Sunday, March 2
Noon - 5:00 pm 2:00 - 5:00 pm 5:00 - 6:00 pm 6:00 - 8:00 pm

8:30 - 10:00 am 10:00 - 10:30 am 10:30 - 11:45 am

Pre-conference: Change Leadership Registration First-time Attendee Reception Welcome Reception at the Gaylord Palms

Noon - 2:00 pm 2:00 - 3:15 pm 2:00 - 4:00 pm 3:15 - 3:45 pm 3:45 - 5:00 pm

Monday, March 3
7:00 am - 5:00 pm Registration 7:00 - 8:15 am 8:30 - 10:00 am 10:00 - 10:30 am 10:30 - 11:45 am

Breakfast Keynote Address: Amanda Ripley Break Super Session and Concurrent Sessions A Business Partner Exchange and Lunch Ignite and Concurrent Sessions B Break Super Session and Concurrent Sessions C Business Partner Exchange and Reception

Wednesday, March 5
7:00 - 8:30 am 7:30 - 8:30 am 8:45 - 10:00 am 10:00 - 10:30 am 10:30 -11:45 am

Business Officer Breakfast General Breakfast Concurrent Sessions G Break Goldmines and Concurrent Sessions H

Noon - 1:30 pm 1:30 - 2:45 pm 2:45 - 3:15 pm 3:15 - 4:30 pm

4:30 - 6:30 pm

Follow us on Twitter @nboanet

2 2014 NBOA Annual Meeting

General Session Speakers

Smartest Kids in the World Amanda Ripley, Author
How did other countries manage to make their schools fairer, cheaper and smarter than US schools while spending dramatically less than we do? Ripleys new book, The Smartest Kids in the World And How They Got That Way, documents her global quest to find out how other countries raise smarter kids and what the U.S. can learn from them. Ripley will explore what successful countries are doing to educate their students and instill what it takes to be a successful citizen. She spent a year following three American high school students temporarily embedded in schools in Finland, Poland and South Korea. Through the stories of these kids and side-by-side comparisons with their schools back home in the states she helps unravel a mystery at the center of our global competiveness. Amanda is also the author of the TIME cover story entitled: College Is Dead. Long Live College! She has appeared on ABC, NBC, CNN, FOX News and NPR and given talks at the Pentagon, the U.S. Senate, the State Department, major universities and Fortune 500 companies. Ripley is an Emerson Fellow at the New America Foundation, a nonpartisan think tank in Washington, DC.

The Blah-Blah-Blah Talk: What To Do When Words Dont Work Dan Roam, Author and Founder & President, Digital Roam Inc.
The Problem: We talk so much that we dont think very well. Powerful as words are, we fool ourselves when we think our words alone can detect, describe, and defuse the multifaceted problems of today. They cant and thats bad, because words have become our default thinking tool. The Solution: Roams highly-interactive (and highly-entertaining) presentation offers a way out of blah-blah-blah. Its called Vivid Thinking and it works for anyone. He shows how this simple technique combines our verbal and visual minds so that we can think and learn quicker, teach, sell, and inspire more effectively, and get stuff done in a whole new way. Roam is the founder and president of Digital Roam Inc., a management-consulting firm that uses visual thinking to solve complex problems for such clients as Google, Boeing, eBay, Microsoft, Wal-Mart, Wells Fargo, the U.S. Navy, and the United States Senate. He is also the author of Blah-Blah-Blah and the international bestseller The Back of the Napkin, the most popular visual-thinking business book of all time. Fast Company, Businessweek, and The Times of London all named The Back of the Napkin the #1 creativity and innovation book of the year. 3

Special Events
Business Officer Breakfast
Join your business officer colleagues for this special event that provides an opportunity for the prime contact from each NBOA member school to get up to date on your association. Presenters include Jeffrey Shields, FASAE, CAE, NBOA President and CEO, Frank Aloise, NBOA Board Chair and this years special guest NAIS President, John Chubb.

A.W.G. Dewar, Inc. Building Solutions Commonfund Diamond Mind Inc. FACTS Management Company Independent School Management (ISM) School and Student Services (SSS by NAIS) School Office Services (SOS) SchoolDude Senior Systems Smart Tutition TADS

Fun Run/Walk

Join other attendees and NBOA staff on Tuesday morning, March 4, for a one-mile run or walk. Begin your morning with a brisk run or walk around the Gaylord Palms property. Enjoy the warm weather, keep in shape and get energy to tackle a full day of programming.

TIAA-CREF Tuition Management Systems VALIC Wells Fargo

NBOA Gives Back

NBOA has partnered with A Gift for Teaching (AGFT), a non-profit that works with local businesses to take unwanted supplies or surplus merchandise that would otherwise get thrown away and donate it for distribution through the Free Stores for teachers. AGFT is able to get free school supplies into the hands of our communitys highest-need schools and classrooms providing necessary tools to students who otherwise would have none while ensuring teachers dont have to spend their own money. Thousands of companies, individuals and volunteers have allowed AGFTs teacher Free Stores to distribute more than $62 million worth of school supplies to underprivileged children and grow to not only provide school supplies, but experiences as well. In addition, A Gift For Teaching was recognized by the Florida Council of Sustainability as the most sustainable non-profit in Florida, having diverted 10 million pounds of waste from landfills since their inception

I have always returned feeling exhilarated and filled with new ideas to help me be a better business officer.
Alan Stifelman Princeton Academy of the Sacred Heart

2014 NBOA Annual Meeting

Sample of Sessions

Living with Your Master Plan: Road Map or Road Block

The value of a good campus master plan is that it should be inherently fluid and able to adapt to changing educational priorities and economic realities. Hear the history of one school and three master plans, and the influences which led to the changes.

sustainability in independent schools, and affordability as the effect that results from a financial sustainability.

2013 Commonfund Study

How does your school compare with its counterparts in investment and governance practices? Review the results of the FY2013 Commonfund Study, including investment returns, asset allocation, spending practices, debt, governance, and staffing at independent schools.

from economic hardship, workforce downsizing, or poor ethical choices of other school leaders, the CFO can be one of the integral leaders to whom the school community looks to for guidance.

Creating a Strategic Human Resources Plan

Your most valuable assets are your employees so creating a long-term HR plan strategy that is deliberate, tactical, relevant, and flexible is essential. Discover strategic and practical guidelines for creating your HR plan; developing your employer brand, devising a talent management program, succession planning, professional growth and development, and performance management.

How to Manage the Mountains of Data

The amount of data independent school business offices produce each year is overwhelming, yet you want to know that you can put your hands on it quickly. Hear various techniques used to gather and track data over the years, including charts that show 5-10 years of history on everything from medical insurance rates to Aftercare rates.

Building a Chart of Accounts that Answers Questions

Have you ever been asked how much do we spend on xyz but you just cant find the answer in your existing GL? Learn to create a matrix for your school that will provide guidance on assigning general ledger account numbers that can break down information by division, department, or type of expenditure.

Independent School Affordability: Cause or Effect?

Informed by research from over 300 schools, unpack the concept of affordability in independent schools. Examine the framework for financial

Start Communicating! Using the Laws of the Grapevine to Build Presence

Social media is a powerful way to expand your connections, but it can also undermine your relationships if communication is not sequenced properly. Learn the proper use of social media and other communication tools in building and adding value to relationships.

CFO Leadership Through Turbulent Times

Use actual events from real schools to analyze and discuss how CFOs can help lead their schools through challenging crises and moral dilemmas. Whether the difficulty arises 5

Sample of Sessions continued

The Three Ps: Planning, PV, and Program
Successful capital projects are wellplanned and cost-effective. The best capital improvements incorporate an educational component and exercise environmental stewardship. The three Ps process highlights how capital asset replacement through inclusive decision-making can increase the value of an independent school as opposed to simply interchanging systems on an as-needed basis. have small operating budgets and lack needed experience and skills. Examine how the independent schools future will likely hinge on strategic partnerships between the business office and admission office. Hear key data findings from SSATBs 2013 State of the Independent School Admission Industry survey report.

Employee Surveys: Discover What is Working and What is Not

Every independent school seeks to retain the best faculty and staff and to engage them effectively in the schools mission. An employee survey presents a schools administrative team with facts on which to act. Hear practical guidance and specific recommendations for conducting an employee survey. Learn to shape a survey that measures employee interests at your school.

Rocking the Boat Without Tipping it Over

Explore the new demands for schools; knowledge and ability in financial planning, programmatic evolution, shifting demographics, marketing, and organizational management. Schools need to focus on four key areas to ensure a sustainable future: finance, educational transformation, marketing, and governance to ensure their longterm sustainability.

School-wide Integrated Software Solution: Case Study of a Successful RFP Process

One school had six different commercial software packages that were not connected and wanted to implement an integrated software solution. Hear about their 8-month journey including the stages of work and lessons learned.

From Start-up to Sustainability: A New Model for Independent Schools

Hear about a school that was able to grow from serving only 35 students in two classrooms to a school with 250 students in 30,000 square feet of instructional space in just four years. Unique business solutions, marketing efforts, and partnerships have positioned the school as one of the strongest in its region. Hear how this was accomplished without any capital campaigns or annual fund.

From Business Office to Board: Financial Metrics That Matter

Learn to distill key financial data so you can present it in a logical and understandable format. Examine how financial information can be organized and summarized succinctly in a useful financial reference. Discover how to transform audit reports, survey results, and other pertinent metrics into dashboard graphs, tables, and outlines which present an accurate snapshot of the schools financial status.

Admission Evolution: The Admission Office as Your Strategic Partner

Despite responsibility for bringing in between 80-90% of schools revenue, many admission professionals

2013 NBOA Annual Meeting

Americas Top Models: Using the NBOA Sustainable Financial Model

Introduced in 2013, many schools of varying sizes and complexity have put the model to good use as they develop a sustainable pathway. Some have customized their models to include dashboards, history pages as well as detailed cost and revenue frameworks. Explore how business officers are building their own custom models.

Classifying Employees Correctly Under Federal Wage & Hour Law

Even minor mistakes or small misinterpretations of the Fair Labor Standard Acts wage and hour laws can lead to major problems. Discuss steps to proper classification of staff, meal break requirements, how to maintain clear and accurate records that meet all requirements, volunteers, field trips and coaches. Learn strategies to minimize penalties and lawsuits, how to clear up the confusion and make sure your school is in compliance.

Moving from a Dozen Databases to Less

Learn how one school was driven to consolidate almost a dozen custombuilt and off-the-shelf databases that wasted time and money as well as created unnecessary errors and confusion. Hear how they worked with all constituencies to examine and define the current information flow and dependencies.

Technology Must Increase More than Just the Schools Electricity Bill
Now that most schools have decided to go 1:1, how do you ensure theres a benefit to the students? Two schools with the same technological tools could yield opposite results dependent on teacher training. Learn about the underlying pedagogy of why we are placing these tools in each students hands.

Going Global: First on the Packing List; Safety

Review all the necessary steps to keep students and faculty safe while they are experiencing the positives of a global travel program. Learn about visa requirements, health safety checks, communication, in country procedures and crisis training. Get tips on how to select the right partners.

From Treetop to Robot: Frontiers in Student-Directed Learning

Schools are learning from museums, business and other venues, and are incorporating those lessons into their curricula. They increasingly experiment with collaborative learning, outdoor classrooms and museumlike settings in broad-based interdisciplinary formats that emphasize gamification and student-directed learning. Hear about models from worlds outside of schools. 7

Sample of Sessions continued

Understanding your Market, Leading with Value
Tuition is our bread and butter in terms of cash, but most school leaders fail to understand its underlying value, and therefore fear the annual tuition discussion. Understand the various drivers of value and learn to ask the right constituents the right questions, empowering your school with data.

An Asset Management Approach to Facilities

Independent schools usually apply sophisticated asset management techniques to their financial assets, but not to their largest asset facilities. Instead, facilities are treated as a component of overhead. Explore how facilities as overhead to facilities as asset will encourage more strategic thinking and better decision making. Examine quantitative approaches to staff utilization and time tracking, build vs. repurpose space decisions, peer benchmarking, and capital renewal funding.

Benchmarking & KPIs to Improve School Operations and Strengthen Sustainability

Hear from a panel of CFOs who have used benchmarking and industry KPIs to set operational goals, effectively communicate with their boards and audit & finance committees and effectuate positive operational changes at their schools. Learn what data they are presenting to their boards and the technologies they are leveraging to facilitate effective and efficient delivery of meaningful data.

A School Year Case Study: Perspective on Employment Law Issues

Develop a broader understanding of the real-world application of employment laws in the independent school workplace by being immersed in employment law through a year-inthe-life of a school.

Retooling your Finance Reserves

How much money should my organization have in reserves? Speak with confidence about the importance of financial reserves to the long-term viability of your organization. Prepare, communicate, and update a datadriven reserves policy that will build confidence with your organizations key stakeholders. Understand how this policy integrates with your financial planning and reporting processes. Create an interactive process to develop and adjust reserve targets that will engage your staff and board.

The Independent Schools Financial Model is Broken: Heres How to Fix It!
In our current economic conditions, we all start looking at ways to cut costs and add revenue to our operations via non-tuition revenue sources. Discuss current challenges and realistic strategies for creating cost-saving and income-generating initiatives at independent schools.

2014 Independent School Annual To-Do List

Independent schools face a myriad of annual compliance responsibilities relating to everything from legal to insurance to employee benefits. Discuss the risk associated with these various mandatory reporting requirements as well as implementing best practices.

2013 NBOA Annual Meeting

Super Sessions

Reinventing Higher Education

Explore the role of higher education in todays world and beyond in a conversation moderated by a higher education change expert and keynote speaker Amanda Ripley, author of the Time cover story on Reinventing Higher Education.

Determine the issues you most want to discuss with your peers. Suggest your topic and then break into small group sessions to discuss the issues with fellow independent school attendees.

Innovation Workshop
Combine a pianist and an innovation expert and youll become disrupted and inspired to use your creativity to make decisions to move us forward in solving some of our most challenging problems. Hear from the author of Little Bets: How Breakthrough Ideas Emerge from Small Discoveries as he helps to start making small bets on innovative ideas in school financial sustainability.

Tackling Challenges using LEGO Serious Play

LEGO SERIOUS PLAY uses LEGO bricks and elements and a unique method where people are empowered to think through their fingers unleashing insight, inspiration and imagination. See what everyone knows inside your leadership team and what they dont know they know!

Solving Strategic Problems with Pictures

A simple picture is the clearest and most memorable way to convey a concept. In this fast-paced interactive session, learn how anyone can use a simple set of powerful visual thinking tools to create and sell gamechanging strategic ideas through the use of simple pictures.

From my perspective, the meeting is the single source for content-rich sessions and the valuable thinking of colleagues.
Faye Ferguson National Cathedral School 9

Sample of Sessions continued

The Value of Your Campus Lies in your Facilities, Not your Endowment
Hear how schools affected by highenergy costs, deferred maintenance needs, and campus-wide aging infrastructure, can recover, prosper and become trailblazers amongst their peers. Quantifying the value of facilities and efficiency of your operations guides strategic planning. Learn how proper facilities management will transform your campus assets into being just that your greatest asset.

Could It Happen At Your School? An Interactive Simulation

Dont wait until an emergency unfolds to see if the plans and procedures at your school are actionable. Plans must be tested in advance. Join a simulation using the current knowledge you have and learn to make decisions and communicate during a crisis. Understand what it feels like to take action amidst chaos and confusion. The exercise will empower you to make decisions when it is your school in crisis.

substantially reduce their carbon footprint. Follow the journey from idea to implementation.

Developing a Strategy for Contract Negotiation and Review

Business offices often act as the hub for almost all school agreements; enrollment and tuition, employment, and outside contractors and vendors. Each agreement presents an opportunity to maximize protection and minimize risk. Learn to identify issues in various types of contracts, how to negotiate over the terms, and when to determine if a legal review is needed.

There is no better way to learn than face to face with professionals from all over the country.
Randy Smith Putney School

Development vs. Finance: Healthy Friction or Organization Liability

Recognize the natural friction between your development and finance offices and understand the importance of your organizations internal environment and embrace the roles each play for organizational success. Learn how to communicate financial information to your organizations funders and supporters.

Legal Update for Business Officers

It is difficult to keep up with all of the legal obligations facing independent schools. Review the most significant cases that have emerged over the past year. Learn the legal significance and the practical consequences of these decisions. Topics will include student discipline, harassment and discrimination, disability, breach of contract, and wage and hour issues. Address how these cases impact your school and what you should do to be proactive in light of these decisions.

Going Solar: Installing a .5 Mega Watt Solar Array for $0

One school found a solar business partner who created a financial solution to support their mission to


2014 NBOA Annual Meeting

Ignite Sessions
Hear your colleagues share their personal or professional passions in 5 minutes increments, each using 20 slides that auto-advance every 15 seconds. Speakers will talk about new ideas, tell us about something or someone cool, or discuss potential opportunities at independent schools.


Special Interest Groups

Join facilitated discussions on issues of specific interest to those who share your specific, unique role at a school. A session will be offered for Human Resource Directors, Controllers, Facilities Directors, and Technology Directors. Bring topics that are keeping you up at night and great ideas to share!

Retirement Readiness: How Prepared are Your Employees?

The ultimate objective of any retirement plan is to ensure that the plans participants are financially ready for retirement. Key to driving improved retirement readiness is the plans governance, investment strategy and employee engagement program. Learn the four key drivers of retirement readiness; plan design, investment platform, employee engagement, and plan management.

experiential learning by assessing current facilities and designing a new campus plan that accommodates and promotes project-based learning.

Safety and Risk Management: Schools of Thought

Discover practical, thoughtful and lawful solutions to planning and conducting safety audits, developing and implementing crisis management plans, and strategies for creating a threat assessment team on campus. Utilizing real-world examples of crises faced by schools and the lessons learned, address when to bring in lawyers, and how to prevent and respond to similar events in the future.

differentiator, a vehicle for pedagogy transformation, and a large line-item on the budget. Three key actions an independent school can take to maximize the benefits, minimize the costs and manage the risks of technologys ever-increasing role within the institution, plan technology to the strategy, make IT governance an executive function, and treat IT as a trusted partner.

Planning a School for the Future: A Case Study in What Ifs?

Future generations must have advanced problem-solving and creative skills in order to succeed. 21st century learning will require new curriculums and facilities. Hear how one school built consensus around the need to construct facilities that foster

Making the Most of your Technology Investment Preand Post-1:1

Once purely a support function, technology is now a marketing

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:

I always return to my school with something. Sometimes its just the assurance that Im doing things correctly, other times Im provided with an idea of how to improve the efficiency of the business office and my role as business manager.
Lynette Heydorff Chandler School 11

Pre-conference Programming
Learn how to address a problem with your peers. Discover how to respond to big issues such as flipping the classroom or integrating the right technology or academic changes to your program. Using methodology that organizes the various phases of decision-making into discrete components, your team will leave with a greater ability to:

NBOA Change Leadership Workshop

March 2, 2014 Noon 5:00 pm
To truly impact the strategic direction of their school, it requires a partnership, not only between the business officer and the head of school, but one including the entire leadership team.

Lead others through a change initiative Deconstruct a problem to focus on the most critical issue Define what success and failure look like Effectively brainstorm to ensure the appropriate change occurs Develop a coherent plan with a defined timeframe to accomplish the initiative

Howard Teibel, president of Teibel, Inc., works with higher education, professional associations, and health-care institutions in the following areas: developing and implementing strategic plans, assisting with organizational restructurings, and conducting teambuilding and leadership development programs. Teibel has worked in the field of organizational development for the last 25 years. His mission is to help leaders align their strategic goals to operational performance. A major component of his work includes ensuring that a new strategic direction gets translated throughout the organization. Since 2008, Teibel has led institutional reviews for colleges and universities, focused on identifying financial targets across academic and administrative areas, then involving a broad internal constituency to match these targets to revenue and savings opportunities.

I get reenergized and return to my school with new and updated information for myself and my colleagues to have a more successful year.
Bethanne Byrne Princeton Montessori School

The topic of change leadership was the focus of discussion among business officers, heads of school and other school leaders during the 2012 NBOA Strategic Leadership Forum (SLF). This workshop, based on the success of the two-and-ahalf day program, will give leaders of independent schools strategies to implement major change initiatives and increase the teams capacity to deliver on their mission as 21st century schools.

n n

NBOA Member: $149 Nonmember: $249


2014 NBOA Annual Meeting

Design, Realign, Amplify: Constructing your Schools Financial Future

March 1, 2014 Noon 5:00 pm
This is a design-thinking based, learning, team development, idea-generating, and problemsolving collaboration amongst an interscholastic cohort of independent school senior administrators. Participants working as a team from their own school will collaborate with teams from other schools to leverage the collective power of ideas and experience as applied to shared problems. The collaborative experience promotes long-term team effectiveness, breaks internal silos, and strengthens interscholastic professional networks. The program begins live in Orlando, moves to virtual environment

throughout the spring and summer, and then culminates in a live event in November.

Kickoff Meeting
Gaylord Palms Orlando, FL Transportation from the Swan & Dolphin will be provided if needed

Long-term financial sustainability of independent schools is rooted in the enhancement of value as viewed through the eyes of our customers. Gain a set of new tools to help school teams generate and model pragmatic ideas that will enhance the long-term value proposition of each school and, in the aggregate, independent school education as a whole. Using designthinking processes, imagine, create, test, validate, model, and share ideas and take concrete steps that can lower costs and raise revenues by ensuring a clear alignment and articulation of a schools vision,

resources and differentiated value proposition. The program will foster connected discussions and idea sharing that result in actual prototypes and revisions to long range strategic plans.

Discover methods of online and virtual collaboration and learning, which represent the future of connected knowledge sharing, network connectivity, and connected learning, for both students and adult professionals.

Member Pricing:

Non-member Pricing:
n n

Seasoned business officers need assistance from time to time and definitely need an avenue to share ideas and concerns. We all have some similar problems to face, but we are all passionate about why and what we do each day.
Ron Marko Colorado Springs School

$2,595 for a team of two people from a school $845 for each additional person

$2,995 for two $995 for each additional 13

Business Partner Exchange

View and discuss the latest products and services for independent schools by connecting with business partners through our half-day exchange. The Business Partner Exchange will take place during the hours of Noon - 6:30 pm on Monday, March 3. Attendees will be able to connect with company representatives during lunch, at break and throughout the evening reception.

Companies participating in the 2014 exchange include:

501(c) Agencies Trust A.W.G. Dewar, Inc. AH&T Insurance Aladdin Food Management Services, LLC Amtech Building Sciences, Inc. Armanino McKenna LLP Austin & Co., Inc. Blackbaud, Inc. BLX Group Bolton & Company Building Solutions Bullard, McLeod & Associates, Inc. CardSmith Carney, Sandoe and Associates Carroll Consultants, Ltd. Clifford Allen Associates, Ltd CliftonLarsonAllen LLP CulinArt Dining Services Diamond Mind Inc. Embree Financial Emeriti Retirement Health Solutions Exeter Table Company FACTS Management Company finalsite First Republic Bank Fisher & Phillips LLP Flik Independent School Dining Follett Virtual Bookstores Fund Evaluation Group, Inc. George K. Baum & Company Giller & Calhoun, LLC Hothouse Media Hub International Independent School Management (ISM) infosnap, inc ING Financial Partners inRESONANCE Interactive Data Partners Janney Montgomery Scott LLC JCJ Architecture Lands End School Uniform Liebert Cassidy Whitmore Magnus Health Technology MBS Services Company, Inc. McGladrey LLP Metz Culinary Management Nagle Hartray Architecture New Pinnacle Consulting Group, LLC NK Archtects Nutrition Management Services Company Odin, Inc. OLSON LEWIS + Architects Orion Investment Advisors PCR Educator peerTransfer Corporation Philadelphia Insurance Companies Praesidium, Inc. Private School Aid Service Rediker Software RYEBREAD Architects SAGE Dining Services, Inc. School and Student Services (SSS by NAIS) School Office Services (SOS) SchoolDude SchoolPay SchoolYard Senior Systems Sightlines Smart Tutition Stanmar, Inc. Stifel, Nicolaus & Company, Inc. T&M Protection Resources, LLC TADS Taher, Inc. The Optimum Group The Stone House Group The Whalen Berez Group, LLC TIAA-CREF Tuition Management Systems USI Consulting Group VALIC Venable LLP Veracross Voith & Mactavish Architects LLP Wells Fargo WhippleHill Communications Wholesome Tummies LLC Windover Construction Wye River Group, Incorporated


2014 NBOA Annual Meeting

Registration Information
Member Nonmember

Early Bird Full Registration (until Jan. 10, 2014) Full Registration Speaker or Exhibitor Full Registration
(You will receive a special code in your confirmation letter.)

$895 $945 $645 $475 $250

$1195 $1245 $645 $675 $250

Single Day Registration Exhibitor Monday registration

Registration Categories
Full Registration
Includes continental breakfasts, lunches, breaks, educational sessions, Sunday welcome reception, Monday night reception with business partners. Each registered attendee must have a valid email address.

Refund Policy
Any participant canceling their registration more than four weeks prior to the event, will receive a refund for any fees paid less an administrative processing fee of $100. If a participant cancels after January 31, 2014, all fees paid will be forfeited in their entirety as expenses will have been incurred for all registrants.

Hotel Information

Single-Day Registration
Applies to Monday, Tuesday, or Wednesday only (you will not be able to purchase 2 single-day registrations). Registration includes access to one day of educational sessions, breakfast, lunch, and breaks. If you are registering for Monday, you will be entitled to attend the Sunday Night Reception at the Gaylord Palms.

Program Cancellation
If NBOA cancels this program for any reason, notification will be sent to all pre-registered participants and the cancellation will be posted on the NBOA website. Pre-registered participants will receive a full refund of any deposit or program fees paid.

Gaylord Palms Resort & Convention Center 6000 West Osceola Parkway Kissimmee, Florida 34746 USA 407-586-0000

Exhibitor Monday registration

Includes Monday breakfast, lunch, breaks, educational sessions, and Monday night reception with business partners as well as the Sunday Night Reception at the Gaylord Palms.

Registration Questions
If you have any specific questions concerning registration please contact Jennifer Fallon, Senior Manager, Programs and Events, at or 202-407-7145.

The NBOA rate is $219 a night and includes daily resort fee and free WiFi is in guest room. The hotel offers shuttle bus service to Walt Disney World theme parks and the Downtown Disney area. The rate is available until 1/31/2014 (subject to availability). The special group rate is available Tuesday, 2/25 to Sunday, 3/9.

The only NBOA event that a guest may attend is the Sunday Night Reception at the Gaylord Palms on March 2 from 6 8 pm. Guest tickets will be available for sale onsite at this reception for $50 per guest paid only by credit card. You cannot pre-pay a guest for this event. Guests must be at least 21 years old.

To register, go to

Unless otherwise noted all session events take place at the Gaylord Palms Resort & Convention Center. 15

NonProfit Org U.S. Postage

Permit No. 4705 Suburban, MD

1400 I Street, NW, Suite 850 Washington, DC 20005

NBOA Annual Meeting
March 2-5, 2014 Orlando, FL Gaylord Palms

*This year, the NBOA Annual Meeting will take place AFTER, not before, the NAIS Annual Conference.