Financial Management

  • 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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  • Financial Management | Initial findings from BIIS 2019-20 data collection reveal that for most schools, both revenue and expenses were up slightly as the school year concluded remotely. Article by Elizabeth Dabney ...

  • Financial Management | The COVID-19 pandemic has disrupted almost everything about independent schools this past year. Is tuition setting next? Article by Stacey Freed From the March/April 2021   Net Assets magazine ...

  • Financial Management | Traditional asset allocations once again outperformed alternative investments, and trends in average annual effective spending rate differed by endowment size. Article by Elizabeth Dabney ...

  • 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 ...

  • Financial Management | On Tuesday, December 13, NBOA hosted a webinar on “ Navigating PPP Complexities for Independent School Loan Recipients .” Leaders from Truist Bank (formerly BB&T and SunTrust banks), the accounting ...