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JOIN US FOR 

A Webinar Series for School Business Officers

September 22, October 6 & October 20
Jeff
Ziplow
Christine DiMenna
Frank Levesque
Tracy
Boland
John
Toscano
Jennifer
Hillen

Register by filling out the form!

Your privacy is important to us and your information will be kept confidential.

WEBINAR #1 STARTS IN

2020/09/22 10:00 AM EST

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Managing Teleworking and Enterprise Risk

September 22, 2020 - 11:00 AM

The COVID-19 pandemic has changed the way we operate and work, especially within educational institutions. Join blumshapiro Partner, Jeff Ziplow and blumshapiro Principal, Christine DiMenna to discuss how to manage teleworkers and identify enterprise risks. Click here to register for this webinar. 

 
 
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Navigating HR & Employment Law Challenges
Addressing Difficult Employment Issues and How They Have Become More Complex Due to COVID-19

October 6, 2020 - 11:00 AM

Frank Levesque, Director at blumshapiro and Tracy Thomas Boland, Parter at Morgan, Brown & Joy will cover performance management with a focus on addressing performance issues with long-time employees, maintaining a harassment free culture of respect and sensitivity, tips on being both compliant and consistent with background checks, and tips for properly classifying employees as exempt/non-exempt from overtime. Click here to register for this webinar. 

 
 
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The State of Independent Schools
Emerging Trends in Operations and Finance

October 20, 2020 - 11:00 AM

As we continue to navigate the uncertainties of the pandemic, independent school leaders have been hard at work planning, executing and adjusting plans to preserve their schools’ value proposition while ensuring the safety of its entire community.  Join John Toscano, Partner, and special guest Jennifer Osland Hillen, NBOA’s Chief Learning Officer, as they discuss the state of independent schools in today’s environment. Click here to register for this webinar. 

 
 

For those who qualify, one CPE credit will be given for each webinar attended

Attend all three webinars for a chance to win $1000 for your school or favorite charity

Questions?
Please contact
Kate Rota at krota@blumshapiro.com or 781-421-2090

About The Presenters

Jeffrey Ziplow, MBA, CISA, CGEIT
Cyber Risk Advisory Partner, blumshapiro

Jeff is a partner in the firm’s Risk Advisory service group. He has significant experience working with organizations to assess their internal IT controls as they relate to business operations and helps to develop recommendations to mitigate risk.

In his role, Jeff works with clients on data breach responses, cybersecurity risk assessments and provides insight and guidance on developing better security practices. In addition, he works on Process and Control related projects to enhance operational efficiencies and provide tangible control recommendations.

 

Christine DiMenna, CPA, MSA
Principal, blumshapiro

As a principal in blum’s Advisory Group, Christine provides audit and risk assessment services to a wide variety of companies and non-profit organizations, including foundations, colleges, universities, independent schools and healthcare organizations. She provides services such as Sarbanes-Oxley readiness and compliance, corporate compliance, internal audit, risk management and assessment of internal controls.

 

Frank Levesque, SHRM-SCP
Director, blumshapiro

Frank is a director with blum’s Human Resources Consulting Practice, providing HR and people strategies and solutions for clients throughout Massachusetts and New England. His high-touch, hands-on approach to leading short and long-term HR engagements for our clients delivers the level of accessibility, responsiveness and results that our clients have come to expect.

Frank brings expertise and best practices from 25+ years of HR business partner leadership and consulting experience, across a wide variety of industries and organizations, from small family-owned businesses to large global corporations.

 

Tracy Thomas Boland
Partner, Morgan, Brown & Joy

Tracy Thomas Boland counsels clients on the full range of employment law issues from hiring to firing, including performance management, investigations, wage and hour issues, leaves of absence and the accommodations process, discrimination and harassment issues and investigations and reductions in force. Tracy also drafts and revises employee handbooks, employment agreements and severance and settlement agreements. Tracy particularly enjoys supporting her clients with novel and emerging legal issues such as pay equity and the ever-growing number of paid leave laws.

John Toscano, CPA
Partner, blumshapiro

As a partner, John will be participating in the leadership of blum’s Education Practice. With almost 28 years of experience, John’s primary focus throughout his career has been serving educational institutions of all types and providing specific expertise on endowment-related matters. He developed this focus through hands-on involvement with each of his clients and by regularly providing guidance on investment and endowment accounting and reporting—including alternative investments, financial statement presentation, accounting software use and implementation, Form 990 and exempt organization tax compliance, student financial aid compliance audits, unrelated business income, budgeting and internal financial reporting, and corporate governance. John’s overall experience includes providing accounting, auditing, tax and advisory services to clients in various industries, including education, not-for-profit, construction and manufacturing.

 

Jennifer Osland Hillen, CPA, CGMA
Chief Learning Officer, National Business Officers Association

Jennifer Osland Hillen, CPA, CGMA, is NBOA's chief learning officer. She serves as a strategic partner to the president and CEO and leads the staff team charged with delivering the association’s broad and diverse portfolio of programs, industry guidance, and resources to members and constituents across multiple delivery channels, including many partnerships with other associations serving independent schools. She serves the NBOA Board of Directors’ Diversity, Equity & Inclusion task force and leads NBOA’s volunteer Business Officers Council, in addition to serving as a subject-matter expert on finance, accounting, tax and other independent school business, operations, governance, and legal matters important to independent school practitioners and leaders. Hillen also serves on the teaching faculty for the Master of Education in Independent School Leadership program at Vanderbilt University’s Department of Leadership, Policy & Organizations at Peabody College. She came to NBOA in early 2017 after eight years at Harpeth Hall School, where she served as the associate director of finance and operations, following prior service as controller and manager of accounting. Before joining Harpeth Hall, Hillen was a lead senior auditor with Ernst & Young, LLP, a Big 4 public accounting firm. She is involved in governance, fiduciary leadership, donor stewardship and strategic financial planning and analysis in her role as a board member for several nonprofit organizations, including the Monroe Carell Jr. Children’s Hospital at Vanderbilt, Renewal House, and the Junior League of Nashville, of which she is immediate past president.

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