Financial Management

  • 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 ...

  • 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 ...

  • Financial Management | Robust financial scenario planning is pivotal in maintaining operational success and in recovering from disruptions rapidly. By Emily Cook, CPA, Partner, SST Accountants & Consultants ...

  • Financial Management | How strong is your school’s financial bulwark? Some data points mean more than others in a changed environment. Article by Chad Tew, LearnCollab From the November/December 2020   Net ...

  • CEO Notebook | Schools are meeting the moment, and enrollment trends are encouraging, but unforeseen expenses are putting a dent in those gains. Jeffrey Shields, FASAE, CAE NBOA President and CEO Social ...

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  • Financial Management | When facing difficult decisions, a better understanding of peer school financial and operational behavior can help immensely. Article by Elizabeth Dabney From the November/December 2020 ...