Business Officers' Conference

                                                                           You will

• Gather resources, tools and information that you can apply right away
• Stay apprised of policy and regulatory changes that affect you
• Have time to meet with experts and tap their professional insight
• Meet with colleagues, discuss strategies and policies that are in place now, and learn how they are working!
• Relax and enjoy the beautiful surroundings
• Enjoy Sunday night reception and dinner, Monday breakfast, lunch and dinner, and breakfast on Tuesday

                                                       Price and Deadlines

• Early Bird $450 (Register by March 6, 2009)
• Regular $475 (Register by April 3, 2009)
• Late $500 (After April 3, 2009)
• Non-PNAIS Member School $525
• 1 Day Only $250
  

Some PNAIS attendees are eligible to offset their travel expenses through the PNAIS travel share program.  Download the form here to determine your level of eligibility.

                                                   Conference Highlights

Sunday: Keynote Address by Barbara Egan, Vice President for Finance and Administration at Woodward Academy in College Park, Georgia

Barbara Egan started her career as a classroom teacher; expanded her skills as a program coordinator / executive director in youth serving agencies; and has subsequently served in senior leadership in four independent schools, including The Bush School. Barbara has also served as a regional and national trainer and consultant in topics such as school management, strategic planning, human resource management, team-based management, accounting for independent schools, and leadership.

Barbara keynotes and breakout sessions will cover topics including:

• Monitoring Your School’s Vital Signs
• Demographics and Technology
• Tools to Facilitate Communication of
  Financial Information to Your Board

Monday: Plenary Session with Gail Ransom, Founder and Principal of Ransom Development Services

Gail’s background in development and business management provides a unique insight into funding – how its raised and how it is managed.  Gail will help to provide insight into how to interact with your school’s development team in the most effective and efficient manner.

Gail Ingersoll Ransom has been involved in fundraising activities in the Pacific Northwest for over 23 years. During that time she has developed knowledge of Northwest organizations and fundraising best practices and gained a reputation for commitment and excellence. This reputation has resulted from Gail’s philosophy to personally direct and manage every project or campaign supported by Ransom Development Services.

Monday: General Session: Howard Donkin, CPA Tax Partner, Jacobson Jarvis, Conquering The New 990

Howard Donkin, CPA, is a Jacobson Jarvis Tax Partner with more than 20 years experience in serving the not-for-profit community.  Howard is a member of the American Institute of Certified Public Accountants (AICPA) Exempt Organization Tax Resource Panel and the Washington Society of Certified Public Accountants (WSCPA), where he served as past Chairman of the Not-for-Profit Committee and past chair of the Tax Sub-Committee.  Howard has written several articles on nonprofit tax issues and is on the Advisory Board for the EO Tax Review.
 
Jacobson Jarvis provides audit, tax, consulting and training services to the not-for-profit community.  They also sell Sage nonprofit accounting software and provide training on QuickBooks for Nonprofits.

Back by Popular Demand! 
Tuesday: Open Session with Linda Walton, Perkins Coie, HR and Employment Law: What you need to know as business officers like you increasingly take on this role.

Ms. Walton also devotes a significant part of her practice to providing preventative counseling to employers in a variety of contexts, including day-to-day advice on a wide range of employment law compliance matters, and the design and presentation of employment law training programs for managers, supervisors and human resources personnel on a variety of topics, including among others, workplace harassment, wage and hour law compliance, FMLA compliance, and Title VII compliance.

                                     Other Topics to Be Addressed

• The economy: We will use the tremendous resources of our collective knowledge to assess strategies that are working and those that are not worth your time
• Financial Aid Workshop addressing: an annotated 1040 tax return, how to read it, what to look for, and a discussion of fair allocation of resources, implications of new SSS rules, and philosophical approaches to financial aid