Home

Latest Articles

  • Projections | Numerous factors are pushing independent school leaders to rethink our traditional business model, particularly tuition pricing and financial aid. Change is in the air. Jeffrey Shields, FASAE, CAE ...

  • Facilities | Managing the infinite scenarios of transportation risk — from owning or outsourcing vehicles to corralling volunteer drivers —  requires time, expertise and financial resources to keep everyone safe. ...

  • CEO Notebook | As new business officers prepare to hit the ground running, they learn how school leaders at every stage of their career can drive change. Jeffrey Shields, FASAE, CAE NBOA President and CEO ...

  • Human Resources | When employees aren't meeting expectations, leaders must initiate what might be a difficult conversation. Doing so with courageous authenticity will help leaders have clear, honest and direct ...

  • Enrollment & Financial Aid | Changing your school’s tuition strategy may seem risky, but adhering to a traditional model has its own hazards. Four tuition models to consider and case studies in context. ...

  • Financial Management | Many independent schools face financial challenges related to cash reserves, endowment depletion and operations. Finding ways to align enterprise considerations and investment strategies ...

  • Projections | From the archives: How can online learning simultaneously mitigate the financial pressures facing our schools and reinforce our ability to personalize the learning experience? This article originally ...

  • Leadership | Research on play shows that it’s vital to creative thinking. Business catalyst Kevin Carroll explained how productive play at work can inspire business officers to innovate.     “What happens when ...

  • CEO Notebook | A few tools can help school leaders and the board understand long-term school finances more clearly, talk more productively and act more proactively. Jeffrey Shields, FASAE, CAE NBOA President ...

  • Financial Management | Article by Christopher S. Maynard, Klatzkin & Company LLP As we near the end of fiscal 2019, business officers can look back on a full year of implementing the (relatively) new ...

  • Facilities | Stuart Country Day School’s campus-as-lab program, led by the school’s facilities director, enables students to solve real-world problems — while helping administrators collect campus data. Feature ...

  • Leadership | The 2019 recipient of the Ken White Distinguished Business Officer Award credits some of his success to mentors and colleagues. But don’t mistake his modesty for a lack of ambition. Leadership “is ...

  • Leadership | This business officer can’t get enough of wood’s natural beauty or time in the workshop. Article by Stuart Guy, Crossroads Academy From the May/June 2019 Net Assets magazine Feature ...

  • CEO Notebook | Opportunities await to give back to your colleagues and the profession while growing leadership skills and gaining a national perspective. Jeffrey Shields, FASAE, CAE NBOA President and CEO ...

  • Risk Management | Given the emergence of new risks and the evolving school operating environment, now could be the time to revisit your organizational structure and carve out the resources to add a new position. ...

  • Projections | Building plans? Don’t wait until groundbreaking to engage with the neighbors. From the May/June 2019  Net Assets magazine Jeffrey Shields, FASAE, CAE NBOA President and CEO With summer ...

  • Leadership | Innovative, student-driven programs add value, enrich students, further school mission and attract new families. Feature image: The after-school programming team at Germantown Friends School in ...

  • Financial Management | Commonfund report also provides 10-year analysis going back to 2009, when returns averaged -18 percent. Article by Mary Kay Markunas From the May/June 2019 Net Assets magazine ...

  • Risk Management | Spending alone won’t make your school more secure. The most effective security strategies prioritize school culture. Article by  Dan Stephens,  Invictus Consulting, LLC From the May/June ...

  • CEO Notebook | Deep knowledge of many fields can help you handle an ever-expanding portfolio, but it can also limit your openness to new ways of thinking. Jeffrey Shields, FASAE, CAE NBOA President and CEO ...

  •   Risk Management | Rising toll of student stress, anxiety and depression adds to urgency of schools’ risk-mitigation practices. Article by Donna Davis From the May/June 2019 Net Assets magazine Junior ...

  • Risk Management | It’s a job, not a vacation. Back to basics on supervision and school trips. Article by Susan E. Schorr,  McLane Middleton From the May/June 2019 Net Assets magazine A story about ...

  • Technology | A school’s online safety requires vigilance from every department. From phishing scams to data loss to outside vendors misusing remote access, the digital world is rife with risk for schools. But, ...

  • Facilities | School facilities are notorious for hiding their true costs. A total cost of ownership approach can help you avoid surprises and make decisions that pay off years down the line. Article by Cecily ...

    1 person recommends this.
  • Facilities | With an affordable in-house audit, both your facilities team and your service providers will become more familiar with your campus and more invested in it too. Article by Dale Temple, Washington ...

  • CEO Notebook | Just enough transparency from the business office helps engage key stakeholders in important discussions, but too much can stifle participation and understanding. Jeffrey Shields, FASAE, CAE ...

  • Risk Management | How well a school handles a crisis may depend on six factors, including board relations, dedicated committees and defined roles. Crises at independent schools occur without warning, but you ...

  • Risk Management | Ensuring business continuity in the era of climate change requires thinking ahead to potential worst-case weather scenarios, and budgeting accordingly. Article by Stacey Freed From the ...

    1 person recommends this.
  • Leadership | McKinley Advisors 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 ...