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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
A Primer on School Finances Scenario Planning

Financial Management | Robust financial scenario planning is pivotal in maintaining operational success and in recovering from disruptions rapidly. By Emily Cook, CPA, Partner, SST Accountants & Consultants Emily Cook, CPA, SST Accountants & Consultants ...


Blog Entry
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...


Blog Entry
Business Intelligence: Now More Than Ever, Data Matters

Financial Management | When facing difficult decisions, a better understanding of peer school financial and operational behavior can help immensely. Article by Elizabeth Dabney From the November/December 2020 Net Assets magazine “Is your school considering a higher than...


Blog Entry
Strategies: Better Financial Fiduciaries

Financial Management | A new book from NBOA helps independent school trustees not only understand school finances but also ask management better questions to drive more strategic discussions. Article by Phil Tahey, independent consultant, and Ron Salluzzo, Attain, LLC From the July...


Blog Entry
Using a Feasibility Study To Drive Facilities Decisions

Facilities | This smaller scale intervention may help schools move forward on planned projects that would otherwise be shelved at this time. Article by Daniela Holt Voith, Voith & Mactavish Architects Independent schools across the country are experiencing the financial and...


Blog Entry
Four Ways To Make Summer Work for You

CEO Notebook | From reopening campus to scenario planning to managing employee leave and more, these resources should ease your summer workload. Jeffrey Shields, FASAE, CAE NBOA President and CEO The 2020-21 school year is one we will likely never forget. As summer approaches...


Blog Entry
Practical Guidance During Unprecedented Times

CEO Notebook | An updated and enhanced member resource is available today. Jeffrey Shields, FASAE, CAE NBOA President and CEO We at NBOA are cognizant of the myriad challenges school leaders are managing these days, and have shifted our immediate strategic objectives to best...


Blog Entry
Risk & Compliance: Creative Accommodations

Risk Management | Handling increased requests for student accommodations requires keeping an open mind while not altering standards or veering away from mission. Article by Susan Guerette, Fisher Phillips From the November/December 2019 Net Assets magazine From therapy pigs to...


Blog Entry
Projections: What a Difference a Decade Makes

Projections | The unspoken rules of handling financial aid have changed. A focus on pricing, discounting and NTR will help us secure true financial viability. From the November/December 2019 issue of Net Assets magazine Jeffrey Shields, FASAE, CAE NBOA President and CEO ...