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This calendar lists all NYSAIS events:

One-day Workshops,
Residential Conferences and Institutes
Committee Meetings.
Non-NYSAIS events.

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Cancellation policy for all NYSAIS events:

All cancellations and requests for refunds MUST be submitted via email no later than 10 days prior to the day of the conference. Telephone requests WILL NOT be honored. An email to diana@nysais.org should be received no later than 10 days prior to conference. Request for refunds received after this deadline will not be considered.”

Conferences & Workshops

 FAQ about Registration

NYSAIS Business Affairs Conference

Date: Wednesday - May 02, 2012
Location: Mohonk Mountain House

Wed. May 2 - Fri. May 4, 2012

Speakers: Neil Howe, Sarah Daignault & others

Mohonk Mountain House
New Paltz, NY

Watch this space for forthcoming details about the conference.
Exhibitors and Sponsors May 3 Exhibitor Showcase is sold out.


2:30 PM


New Business Officers Welcome for those who are attending the Business Affairs Conference for the first time, hosted by Linda Maxwell, Diana Vail, Mike Devine and John Baldi.

4:00 PM

Registration Desk opens. Tea in Lake Lounge.

4:30 PM
Main Parlor


Tom Stanton, Buckley School, Chair of Business Affairs Council

4:45 – 6:00 PM
Main Parlor

Session 1 – Millennials and K-12 Education
Speaker: Neil Howe, LifeCourse

Generational changes are dramatically reshaping the landscape of K-12 education-from hyper-involved parents to new issues over school security to the rising focus on teamwork and standards in the classroom. We offer a road map to help educators best serve today's Millennial generation of students, align their priorities with the new Gen-X parents, and navigate a multigenerational education workforce.

Get ready for a fascinating journey through the life stories of all of today’s generations and for an inspiring message about how to unleash the potential of Millennial students.

6:15 PM

Skating Pavilion

Cocktail Reception sponsored by Janney Montgomery Scott LLC

7:30 PM

West Dining Room

Dinner and Introductions – assigned seats

Remarks, Mark Lauria, Executive Director, NYSAIS

Late night networking in Carriage Lounge.



7:00 AM

Continental Breakfast available in Carriage Lounge


7:30 AM

West Dining Room

Buffet Breakfast

8:30 -9:45 AM

Conference House

Session 2 – Sexual Misconduct Prevention and Crisis Management - Panel

Paul Clark,

Lisa Friel, Vice President, The Sexual Misconduct Consulting and Investigations Division of T&M Protection Resources;

Presider: Robert Aberlin, Poly Prep

Ever since the stories relating to sexual misconduct at educational institutions (Penn State, Syracuse, etc.) made headlines, it seems each week there is news of yet another incident.  This panel discussion will focus on ways to minimize the risk of this type of behavior occurring at your school as well as how to best manage any claims of misconduct from a legal, insurance and public relations point of view.

9:45 10:00 AM


10:00-11:00 AM

Conference House

Session 3 - Board Reports, Financial Sustainability and Uncertain Economics
Speaker: Sarah Daignault

Presider – Ellen Lee, Gateway Schools

Is this a recipe for disaster or some fascinating discussions that you can facilitate with your Board and the administrators at your school? What is the Business Officer’s role in strategic conversations at the school? How can you help your Board see the important issues while they weed through mountains of information? What outside forces are coming at your school for which the Board needs to be prepared? This session will develop a series of best practice concepts on communication with the Board.

11:00-11:15 AM


11:15 -12:15 PM

Conference House


Session 4A – Rates Will Rise (Really they Will): The Treasury Conundrum - Investments 101

Jon Speare, Managing Director and Head of Treasury Access
Tynan Fitzgerald, Treasury Associate, CommonfundPresider
Linda Maxwell, St. Luke’s School

With near zero short term interest rates, record low yields on 10-year treasuries, concerns over European banks, and U.S. banks charging for deposits, the investment challenge for treasury professionals is daunting.  Is the only option to ladder Treasuries, or are other avenues available?  Join this session to hear the most recent thinking from investors and managers on the treasury conundrum.


Session 4B – The Board as Manager of School Assets – Investments 201

John Griswold, Executive Director, Commonfund Institute
Nancy K. Bard, Director, Commonfund

Presider, Mike Devine, Churchill School and Center

Two of the most important determinants of successful endowment management are the trustees’ policy decisions related to asset allocation and spending rates/methods. A review of Commonfund’s most recent Educational Benchmarks Study customized for independent schools will help demonstrate how the asset allocation decisions impact investment returns and programmatic contributions. Commonfund’s Allocation Planning Model will be used to demonstrate the effect different asset allocations and spending decisions  have on portfolio growth and the likelihood of maintaining the real or inflation-adjusted spending power of an endowment over long periods of tim


12:30 PM
West Dining Room



1:30 – 2:45 PM


Session 5 – Now What? Current and Upcoming Legal Trends and Issues for Independent Schools

Debra Wilson, Legal Counsel, NAIS

Presider – John Baldi, Kew Forest School

Parents, students, staff, and the various governments never seem to run out of new ways to challenge independent schools. The ADA, the IRS, sex abuse scandals, social networking dilemmas, staff members run amuck, and more. How can you stay out of hot water? Join this interactive discussion of what is hot and what’s not in the legal issues facing in independent schools.

3:00 - 4:00

Session 6 - What’s on Your Mind –
Unconference Group Discussions

Facilitator: Barbara Swanson, NYSAIS

Facilitated discussions of the topics that matter most to you right now.

4:00 PM       Free Time     Afternoon Options

Enjoy the excellent trails, lake, Mohonk Spa, tennis and golf
(weather permitting). Details at Guest Services Desk.

6:00 PM

Main Dining Room

Vendor Showcase & Cocktails in the Main Dining Room
Cocktails sponsored by

7:30 PM

Main Dining Room

Dinner and Raffle (Linda and Mike)

Wine sponsored by Austin & Co.
Presider: Linda Maxwell & John Baldi


Late night networking in Carriage Lounge


7:00 AM

Carriage Lounge

Continental Breakfast


7:30 AM

Main Dining Room

Buffet Breakfast



8:30– 10:00 AM

Conference House

Session 7 – What’s on Your Mind –
Unconference Group Discussions
Facilitator: Barbara Swanson, NYSAIS

Facilitated discussions of the topics that matter most to you right now.

10:00 AM


10:15– 11:45 AM

Conference House

Session 8 – “What Would Google Do?”
Speaker: Sarah Daignault

Presider: Diana Vail, Brooklyn Heights Montessori School


This session will consider what independent school business managers can learn from Google (and its approach to business) that will help us as we work to keep our schools financially healthy. We will watch a video that captures the highlights of the bestselling book by Jeff Jarvis and then explore the applicability of his points to our schools.

12:00 Noon

Adjourn: Box lunches available

12:30 PM
Main Dining Room

Buffet Luncheon


Neil Howe, best-selling author and national speaker, is a renowned authority on generations in America. He gives readers and audiences powerful insights into who today’s generation are, what motivates them as consumers and workers, and how they will shape our national future. He is a great choice for any forward-looking organization that wants to grasp the big picture. Howe’s broadly cyclical perspective—oriented around familiar generational life stories—will put “the long term” into a stunning yet personal focus that will not soon be forgotten.

A historian, economist, and demographer, Howe is a founding partner of the consulting firm LifeCourse Associates. He is a marketing, personnel, and government affairs consultant to corporate and nonprofit clients, and has spoken and written extensively on the collective personalities of today’s generations—who they are, what motivates them, and how they will shape America’s future. He is also a recognized authority on global aging, long-term fiscal policy, and migration. His current titles include: public policy advisor to the Blackstone Group, senior advisor to the Concord Coalition, and senior associate to the Center for Strategic and International Studies.

Sarah Daignault is the former Executive Director of the National Business Officers Association. Prior to NBOA, Sarah spent five years as the Business Officer at Friends School of Baltimore and four years as the Business Manager at Bryn Mawr School for Girls. For nineteen years Sarah has served on the Board of Directors of Madeira School in Virginia. She chaired the Board, the Capital Campaign and the Head Search. She serves on the board of the National Coalition of Girls' Schools. She has also served on the Board of the National Association of Independent Schools (NAIS).

Registration is a 2-step process. Be sure to do both in Spring, 2012.
1. Reserve your room with Mohonk.
  • Click here to download the Mohonk Residential Reservation Form (room and board)
  • Click here if you will be a day guest at Mohonk (meals only)
  • Or reserve by phone: 845-255-1000
2. Register for the Conference - credit card required
Early Registration Fees apply until 2 weeks before the event
Regular Registration Fees apply within 2 weeks of the event

Questions about the program? Email barbara@nysais.org

Questions about registration? Emai maria@nysais.org

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