Upcoming PAISBOA Webinars and
Virtual Meetings

The PAISBOA Office Hours

Lukie Wells of Design Group International

Wednesday, October 18
1:00 pm

We’ll host our next PAISBOA Office Hours program on Wednesday, October 18 beginning at 1:00 pm. Our monthly check-in happens the third Wednesday of each month at 1:00 pm. Each edition will feature a guest speaker or presentation addressing the timely topics that come across your desk. We'll still leave time at the end of each session for our traditional Open Forum, where you're welcome to ask questions or talk about whatever's going on at your school.

Please join us as we welcome Lucretia “Lukie” Wells of Design Group International to be our guest speaker for October! Don't miss this opportunity to network with your colleagues and pick up some good information!

Please join us on the third Wednesday of every month at 1:00 pm. Each edition will feature a guest speaker or presentation addressing some of the timely topics that come across your desk. We'll still leave time at the end of each program for our usual Open Forum, where you're welcome to ask questions or talk about whatever's going on at your school or university.


The Risk & Insurance Hour

Thursday, October 12
12:30 pm

The PAISBOA Business Insurance Group's monthly program, The Risk & Insurance Hour, returns on Thursday, October 12 at 12:30 pm. Please help us kick off our season with our "Brown Bag" style format where you can join us at lunchtime and pick up more info on the topics you need to know about your school's insurance portfolio.

This month the Bolton team will discuss how to "put your best foot forward" for your school's insurance renewal. We'll provide a checklist of what you'll need to consider, and talk about a few pain points you should be aware of. Don't miss this valuable resource! REGISTER NOW by clicking the button below.

For more information on the PAISBOA Business Insurance Group, contact Steering Committee chair Rob Marcantuono at [email protected].


Users' Group - A Great Tuition Experience
for your Business Office and Families with FACTS Management

Tuesday, October 3
12:00 noon

Your PAISBOA Preferred Vendor FACTS Management will present A Great Tuition Experience for your Business Office and Families with FACTS Management on Tuesday, October 3 beginning at 12:00 noon. Please join us to learn more about how to better utilize the programs and services offered by our preferred vendor partner!

Our presenters will give you some insights about best practices, effective tuition management, and billing as well as ways to create a great experience for your families. The program will also provide an overview of FACTS products, and bring together FACTS users to collaborate. If you are currently using FACTS -- or would like to consider them -- you need to register for this program!

Lee-Ann Pepicelli-Murray, K-12 Technical Sales Engineer, will be our co-presenter. She holds a Masters Degree in Leadership and Organization Change. Prior to joining FACTS, she was an Advancement Director and Administrator at a large FACTS school in Massachusetts. She loves talking to schools about how FACTS can streamline their work so they can spend more time on students and instruction and less time on administrative tasks. Tausha Bahm, Regional Vice President, will also be on our panel. Tausha has over a decade of experience serving FACTS schools, beginning her career at FACTS in K-12 account management and implementation. She has worked with schools across the New England area as part of the New Business Development team for the past 5 years and is passionate about continuing to bring customized and efficient solutions to schools and their families.

This users' group will meet throughout the year, in case you cannot join us this time. Meetings have been scheduled for Tuesdays: 11/28, 2/13, and 4/9, all at 12:00 pm. We encourage you to share with other members of your school community too!


ATLIS Fall Cyber Security Workshop

Friday, October 27
Friday, November 3

2:00 pm

Making our schools safe from cyber attacks and identity theft can seem like a never-ending concern, especially as cybersecurity attacks on schools have only increased in recent years. To provide you with important resources to help keep your school safe against these threats, PAISBOA is proud to partner with the Association of Technology Leaders in Independent Schools (ATLIS) for the Fall 2023 Cybersecurity 101 Workshop.

This 5-hour workshop over 2 consecutive Fridays (Oct. 27 and Nov. 3) provides a framework for building a cyber safety team and practical steps to build a culture of cyber awareness and safe practices for independent schools.

Use This Discount Code: PAISBOACYBER23 for $50 off your registration. Be sure to click “apply” for the code to work at checkout.

Registration is completed on the ATLIS website and all communication to registrants regarding the workshop will be forthcoming from ATLIS. Registration questions, please contact [email protected].

For more information, view our INFO PAGE.


PA Educational Tax Credit Programs (EITC & OSTC) - How to Get, Use and Report the Funds

Monday, October 2
12:00 noon

PAISBOA, ADVISand PAIS are partnering again to offer an important FREE session for Business Managers/CFOs, Development Directors and Enrollment Management Directors from Pennsylvania schools to review the timelines, guidelines, and requirements for the PA Educational Tax Credit programs, and discuss the renewal reporting requirements from our schools’ perspective. Participants will learn how to get the funds, use the funds, and report and account for the funds.


Jim O’Donnell, Director, Tax Credit Division of the PA Department of Community & Economic Development, will provide a high level overview of the Educational Improvement Tax Credit Program (EITC) and Opportunity Scholarship Tax Credit Program (OSTC) programs. Randy Tarpey from Central Pennsylvania Scholarship Fund, will join the conversation to discuss Special Purpose Entities (SPEs) - what they are as it pertains to Pennsylvania education tax credits, how they are used, and other frequently asked questions. 

In addition, a panel of leaders from area independent schools will provide their insights on marketing the fund availability, accessing the funds, and managing the communications, specifically as it relates to the importance of being on the same page when it comes to reporting on donations/scholarships, especially to state agencies.


Home Depot ProXtra Registration Session and Q & A

Thursday, November 2
Time: 10:00 am

The PAISBOA partnership with The Home Depot allows our members to receive benefits not available to any other organization. In July of this year, PAISBOA paid over $12,000 in rebates to the program's 35 participants, representing approximately 30% of those schools' membership dues. In several cases, the rebate exceeded the amount of the school's dues, proving once again the power of PAISBOA's group purchasing programs!

If you're already using any Home Depot stores or HomeDepot.com, we need to ensure you are correctly registered in our Home Depot loyalty program in order to access these benefits and be eligible for your rebate. If you're not in the program and using Home Depot, you should be!

If you have questions about registration, if you're not sure your school is registered in the program, if you'd like more information on how to sign up for the program, or if you'd like to learn anything else about The Home Depot, please contact our vendor partner Michael Campbell at [email protected], or join us on Thursday, November 2 at 10:00 am for a free zoom consultation with Michael.


PAISBOA Technology Group Conversation

Next Meeting: TBA
Time: TBA

The PAISBOA Technology Group usually meets the third or fourth Wednesday of every month throughout the school year for discussion on a variety of topics. Past conversations have focused on the evolution of distance and hybrid learning, planning for the upcoming summer and subsequent school year, and whatever else is on the group's mind. We also have occasional guest speakers who comment on current topics.

Technology staff at our member schools and universities are more than welcome to join us!

Previous Webinars

For a complete listing of PAISBOA Webinars and recorded programs, visit our Webinar Archive Page