Business Officers' Conference

Renaissance Orlando Airport Hotel, Orlando
May 5-7, 2019



Jeffrey Shields, FASAE, CAE
President and CEO, National Business Officers' Association (NBOA)

Perspectives and Insights for Navigating Financial Trends
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Tim Fish
Chief Innovation Officer, National Association of Independent Schools (NAIS)

Re-imagining Independent Schools: An Innovator’s Journey
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Additional Speakers and Sessions

What Risks Should We Be Talking About?    
Presenter: Constance Neary, J.D., Vice President for Risk Management, United Educators
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Managing Staff: Top Five Claims Brought Against Independent Schools
Presenter: Suzanne Bogdan, Partner, Fisher & Phillips LLP
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Perils & Pitfalls of Catastrophic Property Insurance 
Presenter: Raul E. “Rep” Plasencia, Senior Vice President, Risk Placement Services (RPS)

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The Business Officer’s Role in Leading and Maintaining Accreditation
Presenter: Dr. Barbara Hodges, Executive Director, Florida Council of Independent Schools

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Fringe Benefits:  To Tax or Not To Tax
Presenters: Beth Zamerski, Associate Head of School for Finance and Operations, Saint Edward’s School; Suzanne Bogdan, Regional Managing Partner, Fisher & Phillips LLP; and Deborah A. Crum, CPA, Tax Principal, Rehmann

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21st Century Trends in Independent Schools
Presenter: Lisa Mason Pullman, Executive Director, INDEX

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Changing Financial Aid Focus from Student Headcount to NTR
Presenter: Palmer Ball, Palmer Ball Consulting, LLC

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The Wow Factor of Luxury Service
Presenter: Bill David, CHT, Director of Training & Development, Gate Hospitality Group
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Mind the Gap with Strong Auxiliary Programs
Moderator: Nancy Greene, Vice President of Finance and Operations/CFO, Pine Crest School
Panelists: Jana Blackwell, Executive Director of Auxiliary Programs, Pine Crest School; Robert Lundgren, CFO/COO, Westminster Christian School; Brette Rothfield, Business Manager, Alexander Montessori School; and Drew Upchurch, Director of Auxiliary Programs, The Bolles School

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Who should attend?
Independent School Business Officers, as well as Heads and Administrators. Others are welcome.

View Schedule

Earn CPE Credits!
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.


Feedback from last year's participants:
What aspect of this conference was the most valuable for you?

"Conference sessions were excellent. Also enjoyed the ability to connect with other Business Officers."
"Being new to independent schools, everything was helpful and useful to me."

"Topics were presented in depth but still provided good larger perspective; networking very beneficial also"
"The emphasis on data was valuable as we are all trying to make decisions and plans based on data."
"The quality of speakers was phenomenal, and there were a lot of great takeaways."
"The best BO conference to date!"
"Overall great conference.  I'm looking forward to going again next year."

Renaissance Orlando Airport is located at:
5445 Forbes Place, Orlando, FL 32812

Early Bird Registration Cost:
$425 (Members) / $525 (Non-Members)
Early Bird Registration Deadline: March 8, 2019

Regular Registration Cost:
$495 (Members) / $595 (Non-Members)

Registration Deadline: April 5, 2019
Registration cost includes sessions, materials, Sunday dinner, and Monday lunch.

Breakfast is available at the hotel but is not included in the registration cost for the conference. For those staying at the hotel, the hotel rate includes one hot breakfast voucher per night.

Monday dinner is optional and an additional $35. When you register, please indicate whether or not you plan to attend. Buca di Beppo is located at 8001 South Orange Blossom Trail, Orlando, FL 32809.
Click here for directions.

Hotel Room: $142 (plus taxes)
This rate includes one hot breakfast voucher per night.

Hotel Deadline: April 5, 2019
To receive the FCIS group rate at the hotel, reservations must be made by this date. Participants are expected to make their own hotel reservations. Registration fee does not include the price of the guest room. To make a reservation, use this reservations link or call 1.800.619.6720. Make sure to ask for the FCIS group rate.

Self-Parking: $8 for daily/overnight

Cancellation & Refunds: All hotel cancellations must be made directly through the hotel and in accordance with hotel policy. Conference refund requests must be made in writing and emailed to There is a $50 processing fee through Friday, March 29, 2019, with no refunds after this date.

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

PLEASE NOTE: If you click on the Register Here button below and do not see the registration form, try a different browser (Safari, Chrome, Firefox, etc.).

Register Here

Registration Form











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: