Upcoming PAISBOA Webinars and
Virtual Meetings

The Monday Lunch with PAISBOA

Every Monday!
12:00 noon

PAISBOA wants to help you stay connected, so grab a sandwich or salad and join us and your fellow members every Monday at 12:00 noon for a quick check-in and to let us know how we can help you and your schools. Specific programs and topics will be announced weekly in the Friday Flyer and Members Update newsletters.


CyberSecurity: What Schools Need to Know
with Bolton & Company

Thursday, October 14
2:00 pm

Cybercrimes are escalating and cyber criminals continue to increase the sophistication of their attacks. This comprehensive presentation will help you better understand the evolving regulatory landscape and current cyber trends. We will identify common cyber security threats that lead to privacy breaches, and discuss risk management tips to help schools mitigate cyber claims.

Please JOIN US as we present the team from our PAISBOA Business Insurance Group partner Bolton & Company, featuring Cheryl McDowell, Vice President, and McKenzie Chalmers, Education Practice Group Manager, along with presenter Melvin Osswald from Tokyo Marine Houston Casualty.


EITC Program Co-Sponsored by PAISBOA, ADVIS, and PAIS

Tuesday, October 19
12:00 pm

If you're looking for more information on the Commonwealth of Pennsylvania's EITC program, don't miss our co-sponsored program on Tuesday, October 19 from 12:00 noon-1:00 pm. PAISBOA, ADVIS, and PAIS are once again teaming up to present Jim O’Donnell, Director, Tax Credit Division of the PA Department of Community & Economic Development, who will discuss the details of the program. Business Managers/CFOs, Development Directors and Enrollment Management Directors from Pennsylvania schools are encouraged to attend the webinar, which will review the timelines, guidelines and requirements for the PA Educational Tax Credit programs, and discuss the renewal reporting requirements from our schools’ perspective.

Among the topics to be considered:

  • How to get the funds
  • How to use the funds
  • How to report and account for the funds

For more details, visit our info page AT THIS LINK.


Re-Envisioning Your School's Business Office 
Co-Sponsored with Cal-ISBOA

Tuesday, October 19
2:30 pm EST

Growth. Turnover. Retirements. Automation. Remote Work. Economic Relief. School business offices are facing these changes in record numbers, making no time like the present to think differently about how to best structure and resource your school’s finance, accounting, HR, and other functions. Please join us on Tuesday afternoon, October 19 at 2:30 pm EST as PAISBOA and Cal-ISBOA co sponsor Re-Envisioning your School’s Business Office. The team of presenters from Clifton Larson Allen will discuss:

  • Trends in the finance professional labor market and how to navigate finding new talent.
  • Ideas on how to assess the structure, processes, and systems within your business office to address increased demands on your business office team and design for tomorrow
  • Lessons learned from working through these transitions with independent schools

Cal-ISBOA is handling registrations for this program Click on the registration link below to sign up and for more information! Use the non-member code GT78MEIG.


Fall 2021 Market Update: Debt Financing for PAISBOA Schools
with D.A. Davidson

Wednesday, October 27
10:00 am

While independent schools face clear challenges in 2021, there are opportunities available in the debt financing markets, including: historically low interest rates, strong demand for loans from commercial banks and continued cash inflows to bond funds. The last two factors contribute to a supply / demand imbalance that has caused lenders and investors to have more cash to invest than good investment opportunities.

To learn more, please join us as we present Dan Froehlich from D.A. Davidson & Co. and Rob Marcantuono from Germantown Friends School, who will describe current market conditions and how the school took advantage of them to achieve their debt financing goals in 2021.


PAISBOA Technology Group Conversation

Next Meeting: Thursday, October 21
Time: 1:00 pm

The PAISBOA Technology Group meets the third Thursday 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. Technology staff at our member schools and universities are more than welcome to join us!


Auxiliary Programming Group Discussion

Next Meeting: TBA
Time: TBA

The PAISBOA Auxiliary Programming Group allows auxiliary planning professionals to share their ideas, best practices, and experiences in planning your spring and summer 2021 programs (and beyond), or other upcoming events and programs. In addition, we'll open the floor to whatever might be on your mind. All Auxiliary programming staff members are welcome to tune in! Please share with colleagues at your school or university! 

Early Childhood Programming Discussion

Next Meeting: TBA
Time TBA

If your school is dealing with the challenges of distance learning in Early Childhood education, please join us to share your experiences. Keep checking this page for up to date information.

If you can't catch our meetings by computer, visit our Zoom Resource Page
for call-in numbers and Meeting IDs.
Or contact Ron Hill at [email protected] or call 215-435-1355 for access information.

Previous Webinars

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