@PalmerBall

Project work for independent school financial operations

 


​​Professional Experience


  • Palmer Ball Consulting, LLC – President, specializing in project work for independent school financial operations (2016 –                    present)
  • Palmetto Association of Independent Schools - Executive Director (2017 - present)
  • Spartanburg Day School – Business Manager (1995 – 2016)
  • Converse College – Vice President for Business and Finance, Development Officer (1988 – 1995)
  • Price Waterhouse – Tax Associate (1986 – 1988)



Professional Activities


  • NBOA Leadership Academy with Vanderbilt University - faculty mentor (2021-22 and 2022-23)
  • Klingenstein Center, Teachers College at Columbia University, New York - adjunct faculty member, along with NBOA, of                        Independent School Business Operations graduate course - Winter / Spring, 2016
  • Ken White Distinguished Business Officer Award – NBOA, 2015​
  • Association of Business Officers of Independent Schools (ABOIS) – Board Member, Executive Committee Member (elected                  2008)
  • National Business Officers Association (NBOA) – 2 Term Board Member (2007 - 2013)
  • Leadership Committee – Consortium of Private Non-Profit Colleges, Universities and Independent Schools in the Carolinas,                which was created to address 403(b) retirement plan due diligence issues (2012 - 2016); President - 2015 - 2016​​​​​       
    • Faculty Member - NBOA Business Officer Institute -

       2017 - La Jolla Country Day, CA

       2016 - Harpeth Hall, TN
       2012 - Providence Day School, NC

       2007 - Cushing Academy, MA

       2005 - Rollins College, FL

  • Conference Presentations –

       2019 - NBOA Annual Meeting (San Diego) - Changing Admissions and Financial Aid Focus from Student Headcount to Net Tuition              Revenue

       2019 - North Carolina Association of Independent Schools (NCAIS) Heads, Trustees, and Business Officers Conference - How to                Manage the Mountains of Data

       2018 - Southern Association of Independent Schools (SAIS) Annual Conference - How to Manage the Mountains of Data

       2018 - Mid-South Independent Business Officer (MISBO) Annual Conference - Long Range Financial Planning Tools each                          Business Officer should have

​       2018 Southern Association of Independent Schools (SAIS) Summer Institute - Independent School Finance 101 for Division                        Heads, Deans of Students, and Administrative Assistants

       2018 Florida Council of Independent School Business Officer's Conference (Orlando) - How to Manage the Mountains of                            Data; NBOA's Long Range Financial Model

       2018 National Association of Independent Schools (NAIS) Annual Conference - Long Range Financial Planning - questions                         trustees should ask and data schools should have in preparation for their school's strategic plan or accreditation visit

       2018 NBOA Annual Meeting (Nashville) - NBOA's Long Range Financial Model

       2018 Southern Association of Independent Schools (SAIS) Finance Institute - Long Range Financial Planning - questions trustees              should ask and data schools should have in preparation for their school's strategic plan or accreditation visit; How to Manage                  the Mountains of Data

       2018 North Carolina Association of Independent Schools (NCAIS) Heads, Trustees, and Business Officers Conference - Long                    Range Financial Planning - questions trustees should ask and data schools should have in preparation for their school's                          strategic plan or accreditation visit

       2015 - 2018 - Co-presenter with NBOA and One Schoolhouse - online classes on NBOA's Long Range Financial Model
       2017 Palmetto Association of Independent Schools (PAIS) Heads, Trustees, and Business Officers Conference - Long
            Range Financial Planning - questions trustees should ask and data schools should have in preparation for their school's                          strategic plan or accreditation visit; NBOA's Long Range Financial Model

       2017 North Carolina Association of Independent Schools (NCAIS) Heads, Trustees, and Business Officers Conference - Long

            Range Financial Planning - questions trustees should ask and data schools should have in preparation for their school's                     strategic plan or accreditation visit; NBOA's Long Range Financial Model

       2016 Association of Independent Schools of New England (AISNE) Business Officers Conference - NBOA's Long Range                         Financial Model

       2016 Northwest Association of Independent Schools (NWAIS) Heads and Trustees Conference - Long Range Financial Planning              - questions trustees should ask and data schools should have in preparation for their school's strategic plan or 
            accreditation visit

       2016 Palmetto Association of Independent Schools (PAIS) Heads and Business Officers Conference - How to Manage the

            Mountains of Data

       2016 NBOA Annual Meeting (Los Angeles) – Deep Dive – NBOA's Long Range Financial Model
       2014 NBOA Annual Meeting (Orlando) – How to Manage the Mountains of Data

       2013 NBOA Annual Meeting (Philadelphia) – Ignite Presentation and Goldmine on College Partnerships       ​


  • Five Year Budget Modeling presentation –

       NBOA Annual Conferences (2011 - Washington, DC; 2010 - San Francisco; 2009 – Chicago; 2008 - New York City; 2007 –

            Denver; 2006 - Boston)
       Philadelphia Area Independent School Business Officers Association (PAISBOA) (2012 and 2006)
       Mid-South Independent Business Officers (MISBO) Annual Conference (2010)
       Canadian Association of Independent Schools Business Manager’s National Conference (2007)

       North Carolina Association of Independent Schools Business Officer Conference (2006)​​​

​

  • ​​NBOA Data Advisory Group Team Member (2016 - 2017)
  • NBOA Team Member for School Business Office Assessment (2016)
  • NAIS Stats Online Survey Review Team – Participant (2011)
  • NAIS / SAIS Balancing the Financial Scorecard Conference – Participant (2007)
  • NAIS / NBOA Summer Financing Institute – Participant (2004)
  • NAIS, NBOA, and MISBO summer and annual conferences – Participant in multiple years
  • Palmetto Association of Independent Schools (PAIS) – reestablished, organized and oversaw regular SC independent school

       business officer meetings (2007 – 2011)


 

Community Involvement        

  • Converse College Board of Visitors (2017-2020)
  • Spartanburg County Foundation Investment Committee – elected 2013; chair – 2016 - 2018
  • First Presbyterian Church – elected as Deacon (2012); served on Personnel, Worship Greeter, Investment, Long Range                    Planning and Education and Discipleship Committees; served on Youth Director and Assistant Youth Director Search       ​                    Committees, 5th grade Sunday School Team Leader 
  • Piedmont Chapter of the Vanderbilt Alumni Association - Board Member
  • Junior League of Spartanburg - Sustainer, former Treasurer, and former Executive Committee member
  • Ellen Hines Smith Girls Home - Former Board President and Treasurer
  • Converse College Alumnae Board - Former First Vice President, Nominating Chairman
  • Healthy Smiles, Spartanburg County Art Association and Stop the Violence - Former Treasurer
  • Family Care Council and Spartanburg Animal Welfare League – Former Board Member
  • Leadership Spartanburg - Graduate
  • Named to Converse 100 and Converse 125 as an outstanding alumna of the college



Education

  • MBA in Accounting, Owen Graduate School of Management, Vanderbilt University, 1986
  • BA in Biology, Converse College, 1984