Financial Management

  • Financial Management | Modest changes that might not phase larger schools can impact smaller schools significantly. Article by Elizabeth Dabney From the November/December 2021  Net Assets magazine Small independent ...

  • CEO Notebook | Collaboration between NBOA and NAIS will yield new insights that will help all schools plan strategically. Jeffrey Shields, FASAE, CAE NBOA President and CEO It’s widely understood that independent ...

  • Financial Management | Thorough and consistent documentation is key to success. By Christopher S. Maynard, Klatzkin The Employee Retention Credit (ERC) is one of a handful of federal programs aimed at helping ...

  • Financial Management | With careful planning, a mostly remote audit can improve teamwork and more meaningful communication between auditors and school staff. By Sarah Reichling, CliftonLarsonAllen From the September/October ...

  • Financial Management | To mitigate financial risk, focus on closing, rather than filling, the gap. Article by Elizabeth Dabney From the July/August 2021   Net Assets magazine The published tuition price at ...

  • CEO Notebook | The data in NBOA’s new Tuition Discounting Report for PK-12 Independent Schools may not be as troubling as related data in higher education, but it is trending in the same direction . Jeffrey ...

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  • Financial Management | While lessons from this pandemic and response are ongoing, data from the 2008 financial crisis may help inform what lies ahead. Article by James Pugh, James Pugh & Associates, Ed Biddle, ...

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  • CEO Notebook | Relaying your financial story while building trust and buy-in is more than an essential skill, it’s good stewardship. Jeffrey Shields, FASAE, CAE NBOA President and CEO In more than 20 years ...

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  • Financial Management | Creating a partnership with the auditor can help ensure that your school is shown in the best light. Article by Liz Maher, CPA, MBA From the May/June 2021   Net Assets magazine For ...

  • 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 ...

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