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Blog Entry
A Hopeful Outlook

CEO Notebook | Our collective, never-ending recognition of the past year as the most challenging, exhausting and memorable of our entire professional careers may soon be in for a reversal of fortune. Jeffrey Shields, FASAE, CAE NBOA President and CEO At first, one could...


Blog Entry
Projections: Powering the Flywheel

Projections | As light from the tunnel’s end comes into focus, our charge is to maintain the spirit of innovation through the pandemic’s final stages and beyond. From the March/April 2021 Net Assets magazine Jeffrey Shields, FASAE, CAE NBOA President and CEO As we near...


Blog Entry
Announcing the Inaugural Innovation Award Recipients

CEO Notebook | These schools have capitalized on their strengths to serve essential community needs and build a stronger financial future. Jeffrey Shields, FASAE, CAE NBOA President and CEO I am excited to announce, for the first time, the recipients of the Jeffrey Shields...


Blog Entry
PPP Round 2: Determining and Demonstrating Loan Eligibility

Financial Management | Review the criteria that determines if your independent school is eligible for the new round of federal support and how much it may receive, be it your school’s first or second draw. By Christopher S. Maynard, CPA, Klatzkin Throughout the COVID-19 pandemic,...


Blog Entry
Regulatory Update: FFCRA Spurs W-2 Corrections

(from the Society of Human Resources Management) Some employers, particularly smaller ones, have been surprised by the new requirement to report wages paid for leave taken under the Families First Coronavirus Response Act (FFCRA) on employees' W-2 forms. But W-2s, which must be provided to...


Blog Entry
Four Key Questions for a Post-Pandemic World

CEO Notebook | What is still missing from our new modes of program delivery and how can we leverage the changes we’ve made thus far? Jeffrey Shields, FASAE, CAE NBOA President and CEO While I would wager all of us are looking for a calmer and saner 2021, an objective analysis...


Blog Entry
Planning for 2021 Summer Programs

Facilities | As the COVID-19 pandemic promises to dissipate somewhat but not yet disappear, this summer will be yet another novel experience for independent schools, different from all the summers before. Consider these best practices for safe and successful programming. By Nat...


Blog Entry
Anticipating a Hard Property and Casualty Insurance Market in 2021

Risk Management | These eight strategies can help you lower what are likely to be larger than usual premium increases in the coming year. By Jeff Olsen, Fred C. Church The past year has proven to be one of the toughest insurance years for independent schools since the mid-1980s....


Blog Entry
Projections: Restoring Our Communities

Projections | While we have reason for optimism in the coming year, we must continue to adapt our human resources strategy to nurture our school communities. From the January/February 2021 Net Assets magazine Jeffrey Shields, FASAE, CAE NBOA President and CEO I’m writing...


Blog Entry
Regulatory Update: SBA Details Revenue Reduction Calculations for PPP Loans

(from Journal of Accountancy) The U.S. Small Business Administration (SBA) and Treasury issued an 18-page document Tuesday detailing how Paycheck Protection Program (PPP) borrowers should calculate revenue reduction and maximum loan amounts for second-draw PPP loans. The guidance also lists...