Behind Closed Doors: What Happens During Executive Sessions and How to Lick Your Wounds After a Deficiency

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22 Oct

Behind Closed Doors: What Happens During Executive Sessions and How to Lick Your Wounds After a Deficiency

Behind Closed Doors: What Happens During Executive Sessions and How to Lick Your Wounds After a Deficiency

Thursday, October 22, 2026 (12:00 AM to 11:59 PM)
1 PDCs
Provider: MISBO
Course Name: Behind Closed Doors: What Happens During Executive Sessions and How to Lick Your Wounds After a Deficiency

Speaker: Josh Stinson, Andrew Hedrich, Daniel Sage
Program Type: Seminar/Workshop
Registration URL: https://www.misbo.com/events/2026-annual-conference
Behind Closed Doors: What Happens During Executive Sessions and How to Lick Your Wounds After a Deficiency, Atlanta, Georgia
Email Details

"1. Understand what happens behind the scenes of an audit. Demystify the audit process from the inside — what auditors are actually looking for, how findings are identified and escalated, and what school leaders should know about the mechanics of an engagement before, during, and after fieldwork. 2. Know how to lead through an audit deficiency. When findings surface, the way leadership responds matters as much as the finding itself. Attendees will learn how to assess the severity of a deficiency, communicate it constructively to key stakeholders, and build a remediation plan that restores confidence and strengthens internal controls. 3. Demystify the Form 990 — and what it signals to your board. The Form 990 is a public document that board members, donors, and regulators all review. Attendees will leave with a practical understanding of what the 990 discloses, how it connects to audit findings, and how to use it as a governance and transparency tool rather than a compliance afterthought."

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Every school hopes for a clean audit. But when findings surface — or when the Form 990 raises questions your board wasn't expecting — how you respond defines your leadership. This session pulls back the curtain on what actually happens during an audit engagement, what deficiencies really mean, and how school leaders can communicate difficult findings to their boards with clarity and confidence. Drawing on real scenarios, presenters will walk through the behind-the-scenes mechanics of the audit process, the anatomy of a deficiency, and the path forward when things don't go as planned. Attendees will leave with a clearer understanding of: What auditors are actually looking for — and how findings are identified, escalated, and documented How to assess a deficiency, communicate it to your board, constructively, and build a credible remediation plan. What the Form 990 discloses publicly and how to get ahead of questions before your board asks them How to turn a difficult audit cycle into an opportunity to strengthen governance, internal controls, and institutional trust Whether you're navigating a current finding or want to be prepared before one surfaces, this session offers candid, practical guidance for independent school leaders.

Behind Closed Doors: What Happens During Executive Sessions and How to Lick Your Wounds After a Deficiency
Behind Closed Doors: What Happens During Executive Sessions and How to Lick Your Wounds After a Deficiency
200 Interstate North Pkwy SE
Atlanta, GA 30339-2111

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