Pre-Conference Business Officers' Workshop 2017


Strategic Financial Management of Independent Schools: Stewardship and Sustainability

Wednesday, November 1

Speaker: James P. Honan, Senior Lecturer on Education, Harvard Graduate School of Education

This session will focus on key financial planning/management challenges facing independent school leaders and trustees and will highlight selected frameworks and tools for leading conversations regarding these issues among key stakeholders.
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James P. Honan has served on the faculty at the Harvard Graduate School of Education (HGSE) since 1991. He is also a faculty member at the Harvard Kennedy School (HKS), an affiliate faculty member with the Hauser Institute for Civil Society at the Center for Public Leadership at HKS, and Co-Chair of the Institute for Educational Management (IEM) and Faculty Chair of Nonprofit Financial Stewardship (NFS) at HKS, a fully online executive education program. He has also been a faculty member in a number of Harvard's other executive education programs and professional development institutes for educational leaders and non-profit administrators. He has taught in executive education programs and professional development institutes in countries around the world. He has served as a consultant on strategic planning, resource allocation, and performance measurement and management to numerous colleges, universities, schools, foundations, and non-profit organizations both nationally and internationally. Read more

Workshop Cost: $225 (Members) | $325 (Non-Members)
Bundle the Pre-Conference ISM Workshop, Session I, with the Business Officers' Pre-Conference Workshop: $325 (Members) | $425 (Non-Members)

If you are registering for one or both of the Pre-Conferences ONLY, click here:

Register Here

If you plan to attend the Convention, you should register for one or both Pre-Conference Workshops as part of the Convention registration. Click here to go to Convention registration.

In accordance with the standards of the National Registry of CPE sponsors, CPE credits will be granted based on a 50-minute hour. In order to be awarded the full credit hours, you must be present, registering your attendance and departure on the attendance sheets at the registration desk.

View Complaint Resolution Policy

For any questions or more information regarding refund, complaint and program cancellation policies, please contact Alison Carlson in the FCIS office at 813-287-2820 or

FCIS 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:

Special thanks to FACTS | RenWeb for their contribution to this event and
their support of FCIS.