ISANNE 2017 Business Officers Conference

ISANNE 2017 Business Officers Conference

Portland Regency Hotel ~ Portland, ME

January 10-12, 2017

ISANNE is excited to announce the Business Officers Annual Conference January 10-12, 2017 at the Portland Regency Hotel in Portland, ME

The Business Officers Executive Committee, led by Steve Sitz, has listened to your suggestions and refreshed the format. Participants will engage in thought-provoking sessions, collaboration with like-professionals and free time to enjoy Portland!

We begin Tuesday afternoon, January 10th at 4:30 pm for our popular Cracker Barrel session with informal, structured discussion among colleagues.

The Tuesday evening Reception is complements of our leadership Sponsors and Tuesday night you are free to make dinner reservations on your own and experience Portland’s celebrated ‘Foodie’ culture.

Wednesday morning the conference kicks off with a panel discussion on the Role of the CFO with perspectives from a CFO, school head, and board member as we examine the challenges of this position in different school environments. Sarah Olson, Director of Recruiting/HR Consultant at Berry Dunn will help lead with this session.

Next, Ian Symmonds will present on The Future of Education and the Impact on Independent School Business Strategy - What do thought leaders across the world identify as the top trends facing education today? Join ed-activist, researcher and consultant Ian Symmonds as he gives a not-so-typical, 30,000 foot view of future trends facing private education today with a decidedly business application twist. Ian will present a fresh and provocative look at what thought leaders are saying about the future of education from a business strategy standpoint. Business officers attending will get critical takeaways and practical applications for their work and school planning.

After lunch you will have the opportunity to choose a breakout session – the topics include:

1) Self Insured Health & One School’s Approach – presented by Lisa Braiterman, Brewster Academy

2) HR Topics: including student gender identity, independent contractors and FMLA – presented by Attorney Sara Hellstedt, Bernstein Shur

3) Establishing Financial Dashboards and Benchmarking – presented by Sarah Belliveau, Berry Dunn

The afternoon wraps up with a presentation by David Grant, the former President and CEO of the Geraldine R. Dodge Foundation and author of The Social Profit Handbook: The Essential Guide to Setting Goals, Assessing Outcomes, and Achieving Success for Mission-Driven Organizations. David will present Measuring What Matters at Independent Schools. What does success look like in an organization like an independent school whose mission is multi-faceted?  What does it look like to be an effective business manager at such a place? How does change happen, or not happen at our schools?  Drawing on his book, The Social Profit Handbook, David Grant will lead us in an exploration of how our assumptions about assessment and evaluation shape the systems and cultures we create in our schools, and how those systems and cultures can be strengthened by "measuring what matters." David’s book will be given to each participant at the conference.

Wednesday evening is our Corporate Partner Reception with raffle fun and the annual dinner will include speaker Tim Soley, President, East Brown Cow Management Inc.  Tim will talk about sustainable design in commercial buildings using the Hyatt Hotel in Portland as the case study.

Thursday Morning begins with a presentation from Todd Horn, Executive Coach & Board Consultant who will discuss: The Strategic CFO – How to Capitalize this Asset. Change is a given, how does it impact your role as CFO? In this session Todd will combine elements of design thinking and executive coaching to offer a range of practical tools to help you to be a strategic leader in your school, strengthen your partnership with the head/CEO, and understand your role on a successful senior leadership team. That said, sustainability isn’t just about the school. This session will also cover tools to help you to thrive with an increasing range of duties and responsibilities as CFO.

Our conference will conclude with Jim Godfrey of Tyler, Simms & St. Saveur presenting a 20,000 foot view of the ISANNE Salary and Cost Study

Registration Fees:

$349.00 per person for the Full Conference (includes all meals, conference breaks and conference materials)

$449.00 for Full Conference with spouse (ALL meals)

$750.00 for Non-ISANNE Member Full Conference

Event registration includes meals and the conference itself.  You will need to make hotel reservations on your own. That can be done by calling The Portland Regency directly at 1-207-774-4200 and identifying yourself as an ISANNE Business Officers Conference participant to receive the negotiated rate. 

We have negotiated a room rate of $129 per night for the conference. You must book your room before Friday, December 9, 2016 to receive the special conference rate. There is no guarantee for rooms booked after that date and the rate will be at the hotel going rate, not at the ISANNE negotiated price. Please plan to register and reserve your room early.


Tue, 01/10/2017 to Thu, 01/12/2017


Portland Regency Hotel
20 Milk St.
Portland, ME 04101


ISANNE Member - Business Officers Conference Participant

Click the gray bar below for member, spouse and non-member registration options.

$349.00 for ISANNE Members: This fee includes all meals, conference breaks and conference materials. DOES NOT include overnight accommodations. Hotel reservations must be made on your own.