Financial Management

  • 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 ...

  • Financial Management | Reconciling every accounting fund every month may sound onerous, but it saves time and headaches down the line — especially during the annual audit. Article by Jayme Karolyi, The Shipley ...

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  • Financial Management | From bridge financing to a unique co-location partnership, schools’ construction financing strategies reveal new levels of creativity, resourcefulness and fiscal prudence. Article by Stacey ...

  • CEO Notebook | Data show independent school finances improved last year, in terms of net tuition revenue, expendable financial resources and annual giving.  Jeffrey Shields, FASAE, CAE NBOA President and CEO ...