Home

Latest Articles

  • Leadership | McKinley Advisors report identifies what top-performing organizations have in common. Organizations that earn high marks from those they serve focus on member needs and are driven by humble, data-oriented ...

  • Risk Management | Teachers and students should be at the center of school security training, and empowered (not intimidated) for the most effective results. “School safety is an education issue that happens to ...

  • CEO Notebook | Conversations around school mergers have shifted from reactive to proactive. It’s not about failure, but rather preparing for the future. Jeffrey Shields, FASAE, CAE NBOA President and CEO ...

  • Risk Management | When a sexual harassment claim hits a school, pressure to react fast can be intense. To protect all stakeholders, schools should investigate and take action well before a crisis arrives.     ...

  • Leadership | The long-ago gift of a high-quality camera keeps on giving to this business officer, aided in part by his love of travel, nature and family. Article by Chuck McCullagh, Williston Northampton School ...

  • Leadership | A momentous school anniversary can provide opportunities to rekindle alumni relations, build connections among current students and strengthen town-gown relationships. Article by Joe Williams, ...

  • CEO Notebook | Between the whirlwind activities of March and May, take some time to think strategically in April.  Jeffrey Shields, FASAE, CAE NBOA President and CEO For this issue of CEO Notebook, ...

  • Leadership | The traditional independent school model is under threat. The case for clearly defining, differentiating and delivering a very different value proposition. Interview by Leah Thayer From the ...

  • Risk Management | The unique challenges associated with after-school, evening and weekend activities merit additional considerations. Article by Brandon Perry, Phoenix Country Day School   From the March/April ...

  • Financial Management | Look closer. Could there be untapped income opportunities in your facilities, your programs, your operating cash and reserves? Article by Leah Thayer From the March/April 2019 Net ...

  • Leadership | Independent schools are moving beyond strategy sessions and implementing substantial changes, said NBOA President and CEO Jeff Shields in a recent podcast. Leaders at independent schools aren’t just ...

  • Projections | The threats are real. So are the resources, tools, knowledge and expertise that will help you address them. From the March/April 2019 Net Assets magazine C Jeffrey Shields, FASAE, CAE NBOA ...

  • CEO Notebook | In San Diego, we learned that bringing creativity, passion and play into a routine of discipline and focus pays off. Jeffrey Shields, FASAE, CAE NBOA President and CEO I’m still coasting ...

  • Financial Management | Near and distant changes to not-for-profit audits should provide greater transparency and consistency in describing school finances. “It’s an opportunity to pause and consider things from ...

  • Financial Management | Reconciling every accounting fund every month may sound onerous, but it saves time and headaches down the line — especially during the annual audit. Article by Jayme Karolyi, The Shipley ...

    1 person recommends this.
  • Financial Management | From bridge financing to a unique co-location partnership, schools’ construction financing strategies reveal new levels of creativity, resourcefulness and fiscal prudence. Article by Stacey ...

  • Leadership | K-12 independent school leaders head to San Diego to “ride the waves of change.” Feature image: Marriott Marquis San Diego Marina, location of the 2019 NBOA Annual Meeting Former congresswoman ...

  • Human Resources | Are summer camps exempt from FLSA requirements? A closer look at the recreational establishment exemption. Article by Grace H. Lee From the March/April 2019 Net Assets magazine Summer ...

  • CEO Notebook | Data show independent school finances improved last year, in terms of net tuition revenue, expendable financial resources and annual giving.  Jeffrey Shields, FASAE, CAE NBOA President and CEO ...

  • Facilities | After-school programming can and should be much more than an afterthought. This school’s robust and thoughtful program is a powerful differentiator that fosters enrollment growth. Article by Betsy ...

    1 person recommends this.
  • Risk Management | Several states have gone beyond federal laws that prohibit smoking, to include bans on vaping. Many now apply to independent school buildings and grounds. Edited from a piece that originally ...

    1 person recommends this.
  • Enrollment & Financial Aid | How have 529 education savings plans changed at the state level since federal law allowed their use for K-12 private school tuition? A new brief explains. Feature image: Map ...

  • Risk Management | Experts attribute trend to greater prevalence of sesame seeds and oils in the modern diet. Is sesame on the menu in your school’s cafeteria or dining hall? If so, it might be a good time to ...

  • Leadership | From the archives: A chief financial officer unwinds by taking leisurely trail rides and tackling technical cross-country courses. Article by Julie Hoover, Charles E. Smith Jewish Day School ...

  • CEO Notebook | From relying on resumes to ineffective interviews, these common mistakes can be avoided. Jeffrey Shields, FASAE, CAE NBOA President and CEO Hiring season is upon us. During a recent meeting ...

  • Financial Management | Jumping into private equity may look enticing, but it’s better to stick to the basics when investing for your school, according to Permanens. In fiscal 2018, MIT’s endowment saw a 13.5 ...

  • Leadership | This business officer had taught adults ballroom dancing for years, but instructing students required a whole new set of skills. Article by Mike Goto, Island School From the January/February ...

  • Leadership | Leading positive change requires a willingness to both ensure clarity in expectations and an ability to recognize and address the moods around you. ­ Interview by Leah Thayer From the January/February ...

  • Financial Management | Customized financial dashboards available in BIIS help schools monitor financial trends and optimize performance. Article by James Palmieri From the January/February 2019 Net Assets ...

  • Risk Management | Knowing the top risks other independent schools face can help your school avoid getting stuck in the early phases of a risk management program. Article by Constance Neary and Alex Miller, ...