>Pre-Conference Business Officers' Workshop


Facing Forward: Leveraging Courage and Curiosity
November 3-5


If you would like to register someone for the Pre-Conference Business Officers' Workshop, please send an email to Alison Carlson (acarlson@fcis.org) with the person's name, school name and email, and you will receive a link to submit the payment.

Tap Dancing on Marbles: Driving Organizational Stewardship from the Business Office

Finance professionals often struggle to have their voices carry appropriate weight among school leaders and the Board of Trustees beyond just the numbers they present. The most accomplished business officers know how to be both a team member and leader within the organization, and are adept at using multiple leadership strategies to be successful. Working in collaboration with different stakeholders, the CFO/Business Manager is often asked to ensure financial stewardship with incomplete data, high variability, and exacting expectations. For many, these moments feel like tap dancing on marbles.

This interactive session will unpack three key tools in the leadership toolbox: managing up, organizational savvy, and change management. At the core of this work is facilitating mission-driven, data-informed decision making. We will explore how to practically apply these concepts through the use of case studies, and both small and large group discussions. Participants are asked to arrive at the session having identified one significant project or challenge that requires leveraging these tools to make progress in the weeks or months ahead.

Who should attend? CFOs/Business Officers

Click here for more information about CPE credits for CPAs.



Anne-Marie Balzano, EdD
Senior Governance Strategist
Mission & Data

Ari Betof, EdD, MBA
Co-Founder & Partner
Mission & Data

Workshop Cost: $249 (Members) | $349 (Non-Members)

Bundle the Pre-Conference Workshop with Rob Evans, Ed.D., and Michael G. Thompson, Ph.D., Session I, with the Business Officers' Pre-Conference Workshop: $425 (Members) | $525 (Non-Members)
* The bundled option can be used for ONE participant only.

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 acarlson@fcis.org.

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: www.nasbaregistry.org.

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