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Business Officers Institute 2020

Date: 4/3/2020    Start Time: 9:00 AM    End Time: 5:00 PM    Location: Stonewall Jackson Hotel

Business Officers Institute (BOI)
Thursday, April 2 - Friday, April 3, 2020
Stonewall Jackson Hotel & Conference Center, Staunton

Calling all business officers and staff! The purpose of this annual event is to educate, network and inspire, and time and time again, the program receives high marks from business officers from large and small schools. Make your plans to join us today!

Some of the topics to be covered are as follows:
Legal Issues
Healthcare Conversations
Emerging Tuition and Pricing Models
Retirement Plans/Best Practices and Fiduciary Roles and Responsibilities
Threat Assessment - setting up a Risk Management Committee
VCPE General Assembly Update
Cybersecurity: Low Cost Solutions and Best Practices
Hot topics in Employer/Employee Law
Trends in Employee Benefits in Independent Schools/Industry


Megan Mann, Legal Counsel, National Association of Independent Schools (NAIS)
Megan joined NAIS as Legal Counsel in July of 2019. Prior to this, she was an attorney at Venable LLP for 11 years. Her practice areas included employment counseling and litigation, and independent school counseling. She is a frequent and esteemed presenter for VAIS events and is revered as one of our own - raised in Virginia and taught by the VAIS Executive Director at one of the Richmond area VAIS schools!

Heather Hoerle, Executive Director, The Enrollment Management Association
Heather became EMA’s executive director in 2011. Working with the leadership team, she sets a clear direction for the staff, espousing gold-standard service to members and pushing for us to continuously innovate. Externally, in her work with schools and the wider education sector, she aims to advance the profession of enrollment management and empower individual professionals.

Since joining EMA, she has led us through several steps to modernize the organization itself and professionalize the admission and enrollment industry. In that time, we have restructured our management, rebuilt our IT infrastructure, enhanced our SSAT test development processes and procedures, launched an elementary level SSAT, grown the use of the Standard Application Online to bring more families to the independent school community, and published groundbreaking research in the field of enrollment management. A thought leader in enrollment management, Heather commissioned EMA’s first special committee on the future of assessment and personally led the charge to reposition the work of enrollment management as both strategic and foundational to institutional success.

Heather’s career began in independent schools as an administrator, student advisor, and teacher at George School (Pennsylvania) and Westtown School (Pennsylvania). She then embarked on a successful 23-year tenure in leadership roles with two of the world’s largest nonprofit independent school associations: first as associate director of The Association of Boarding Schools (TABS), then as director of admission and marketing services for The National Association of Independent Schools (NAIS), leading to a vice presidency at NAIS overseeing membership, corporate affiliations, customer service, and the annual NAIS Conference.

Schedule as of 1/15/20


Business Officers and Staff


Stonewall Jackson Hotel & Conference Center
24 South Market Street
Staunton, VA 24401
Ph: 540-885-4848


(Includes breakfast, lunches, dinner, breaks and all materials)
VAIS Member Fee:  $325
Non Member Fee:   $525

The special room rate is $125 ++ per night. Participants must make room reservations with the hotel by March 4, 2020Guests should call the reservation number at 540-885-4848 and mention the group name of the Virginia Association of Independent Schools in order to receive the special room rate.

The program registration deadline is Friday, March 20. No refunds will be issued after this date. For more information, see the Cancellation Policy.


"I enjoy meeting with my colleagues from around the state. Venue was terrific!"

"The presenters were great! The questions from the floor are always helpful. I know it takes us down a rabbit hole, but since that's where we live, the tangents are generally very relatable."

"I'm a new business officer, and the VAIS BOI was a great way for me to meet some colleagues in the local area. We spent a day and a half discussing hot button issues and sharing experiences and insights. I will definitely be attending again next year."


A VAIS Strategic Partner!

A VAIS Strategic Partner! 



The Business Officers Institute is a great place to showcase your goods, services and gain exposure to business officers in Virginia K-12 independent schools. Your company logo will be displayed on this page and in print on-site to participants. You will also get to mingle with the participants at the lunch, reception and dinner (only for those who sponsor an event, does not include any "table only" sponsors). One six-foot cloth skirted table and two chairs are provided to each sponsor. Listed are a variety of sponsorship levels. To register, scroll up and click on the Exhibitor Registration button.

Dinner Sponsor, Thursday, April 2: $3000 - NO LONGER AVAILABLE
Lunch Sponsor, Thursday, April 2: $2000 - NO LONGER AVAILABLE
Reception Sponsor, Thursday, April 2: $1500 - NO LONGER AVAILABLE
Breakfast Sponsor, Friday, April 3: $1000 - NO LONGER AVAILABLE
Break Sponsor, Friday, April 3: $1000 - NO LONGER AVAILABLE

Table Only (no meals included): $850
Table Only with electricity (no meals included): $900

***To join us as a sponsor or exhibitor at the BOI 2020, please scroll UP and click on the Exhibitor Registration  rust-colored button.***


Click here to register for the event

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