Financial Management

  • 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 ...

  • Financial Management | Jumping into private equity may look enticing, but it’s better to stick to the basics when investing for your school, according to Permanens. In fiscal 2018, MIT’s endowment saw a 13.5 ...

  • Financial Management | Customized financial dashboards available in BIIS help schools monitor financial trends and optimize performance. Article by James Palmieri From the January/February 2019 Net Assets ...

  • Financial Management | Data from NBOA’s Business Intelligence for Independent Schools reveals modest financial gains for schools on almost all fronts. Article by Jim Pugh, James Pugh & Associates, and Mary ...

  • Financial Management | Investment guidelines enable institutions to weather market volatility better than individuals, on average, and a crisis playbook can provide additional assurance. The 2017 calendar year ...