Financial Management

  • Financial Management | NBOA’s latest "pulse check" on school business operations impacted by COVID-19 yields data to navigate the pandemic and plan for the year(s) ahead. By Elizabeth Dabney NBOA’s latest ...

  • Financial Management | The essentials on safe harbor, unused lines of credit, staffing, endowments and contract renewals. Article by Christopher S. Maynard , Klatzkin Independent schools have been fed ...

  • Risk Management | While independent schools may be facing financial difficulties this coming school year, they can use their independence to meet the market’s quickly shifting needs. By Eric Wearne and Benjamin ...

  • Financial Management | While annual giving did not dip precipitously, most schools shouldn’t count on it to fill the gap between net tuition and expenditures. Article by Elizabeth Dabney From the May/June ...

  • Financial Management | Most schools predict an increase in financial aid budgets and a decrease in annual giving, according to NBOA’s recent 3-minute survey. By Elizabeth Dabney In these uncertain times, ...

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  • 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 ...

  • Financial Management | As affordable and desirable housing becomes harder to find, offering a faculty housing benefit can build retention and school community. Article by Stacey Freed From the March/April ...

  • Financial Management | The financial position survey range table returns to NBOA’s reporting tool line-up. Article by Mary Kay Markunas From the January/February 2020   Net Assets magazine Financial ...

  • Financial Management | Generating long-term projections and ensuring spending aligns with mission will help your school thrive and adapt to changing circumstances. Article by John Lynch, SunTrust Bank From ...

  • Enrollment & Financial Aid | Independent schools can help families paying tuition through 529 plans or other less common sources understand when they may need to pay additional tax. Scholarships, grants, ...