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Endicott College: A Case Study in Financial Prudence

CEO Notebook | Can airtight debt management and a focus on student retention help us emerge in a better financial position than before the pandemic? Jeffrey Shields, FASAE, CAE NBOA President and CEO Over the last few months, I’ve been invited to participate in numerous...


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Business Intelligence: Benchmarking the Pandemic’s Financial Impact

Financial Management | Initial findings from BIIS 2019-20 data collection reveal that for most schools, both revenue and expenses were up slightly as the school year concluded remotely. Article by Elizabeth Dabney From the March/April 2021 Net Assets magazine A first look at the...


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Metrics for the Multiverse: Measuring School Financial Health

Financial Management | How strong is your school’s financial bulwark? Some data points mean more than others in a changed environment. Article by Chad Tew, LearnCollab From the November/December 2020 Net Assets magazine This piece grew out of an ongoing partnership...


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Business Intelligence: Financial Planning Tools Get an Upgrade

Financial Management | Improvements to the BIIS data collection platform and The NBOA Financial Dashboard should make budgeting and planning that much easier. Article by Mary Kay Markunas From the September/October 2019 NetAssets magazine Yes, it is that time of year again when...


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Invitation to the Dance: Mergers & Acquisitions

Financial Management | Which independent schools should consider a merger? All of them. It’s not about profits, but rather perpetuating the mission in a changing marketplace. Article by Chad Tew, LearnCollab From the September/October 2019 NetAssets magazine The following is an...


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Found Money: Untapped Income Opportunities

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 Assets magazine Feature image: A chartered bus service brings several...


Blog Entry
Closures of Private Colleges Increase

(from Inside Higher Ed) About 11 private colleges are closing each year, a rate expected to near 15 in the years ahead, according to a new report from Moody's Investors Service. Continued financial pressures, combined with demographic changes in the Northeast and Midwest in particular, are...


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Corporate Tax Change Could Make Schools' Tax-Exempt Bonds Taxable

Financial Management | Schools should closely examine their bank-based tax-exempt financing to determine if tax changes triggered a reissuance. Article by Charles E. Procknow, George K. Baum & Company This information is provided for general educational purposes only. It...


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CFO Optimism High After Tax Changes

(from the Journal of Accountancy) Financial decision-makers at large U.S. businesses are showing unprecedented optimism in response to changes in domestic tax law, according to a survey from the Association of International Certified Professional Accountants. CFOs, chief accounting officers,...


Blog Entry
More Educational Partnerships Predicted for 2018

(from EdSurge) After a 2017 of mergers and closures among private colleges and universities, experts forecast a growing reliance on collaboration and partnerships — among educational institutions as well as between schools and for-profit companies — in 2018. For many financially strained...