Sessions for Business Officers



• The Convergence of Health and Wealth in Benefits Plans
Rollin G. Schuster, Jr., President, The Schuster Group

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• Is Your Retirement Plan Best in Class?
Mark Ries, Retirement Plan Advisor, Cafaro Greenleaf/Carroll Consultants

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Effective Management for A Smaller Business Office
Tori Lehman, Principal, CliftonLarsonAllen

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• Gifts That Keep Giving:  Make the Tax Code Work for Your School
Nancy Greene, Vice President for Finance and Operations, Pine Crest School; Rick Darvis, CPA, CCPS

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• Financial Implications of Security at Private Schools
Dan Stephens, President, Invictus Consulting

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Key Planning Considerations for Developing New Campus Facilities
Matt Bleakley, LEED AP+ BD+C, Senior Project Manager, The Whiting-Turner Contracting Company; David Mahler, Head of School, The Out-of-Door Academy; Christopher Wienk, Principal, Wye River Group; and Michael Wiener, Partner, Holland & Knight
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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 for each session.

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: