Financial Management

  • Financial Management | Benchmarking, data analysis and school-wide brainstorming enabled St. John's Preparatory School to moderate tuition increases, adjust revenue and spending, and enhance its value proposition. ...

  • Financial Management | Tactical measures can help schools spend less. Knowing when to benchmark — and when not to — can do even more. Article by Geoff Still and Pete Upham , The Association of Boarding Schools ...

  • Financial Management | Operating margin, net tuition revenue and expendable resources were up for more schools in the West and fewer schools in the Mid-Atlantic and Texas. Article by Mary Kay Markunas From ...

  • CEO Notebook | Charitable giving by individuals declined last year and may continue to do so into the future. What does the trend mean for independent schools? Jeffrey Shields, FASAE, CAE NBOA President and ...

  • 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 ...

  • 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 ...

  • 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 ...

  • 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 ...

  • Financial Management | Near and distant changes to not-for-profit audits should provide greater transparency and consistency in describing school finances. “It’s an opportunity to pause and consider things from ...