Financial Management

  • 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 ...

  • Financial Management | Assessing a school’s perceived value in the marketplace is one of several key data points that signal its financial health. Article by Mary Kay Markunas From the November/December ...

  • Financial Management | The end of its financial dependence on a longtime sponsor forced this school to scrutinize operations and reset its revenue and expense levers. “We were a 160 year-old toddler learning to ...

  • Financial Management | Article by Jennifer Osland Hillen As previously discussed in NBOA coverage, several areas of the GOP’s Tax Cuts and Jobs Act passed in January 2018 potentially impact independent schools ...

  • CEO Notebook | How is the BIIS data-collection platform different, and how can it help you? Jeffrey Shields, FASAE, CAE NBOA President and CEO Dear Colleagues: During this frantic data-collection season, ...

  • Financial Management | At some point this year, you will be looking for data points that could help with setting your school’s budget, preparing a board report or outlining a strategic plan. The time to prepare ...

  • Financial Management | Webinar explored Lakeside School’s use of “sustainability markers” for continued success. Featured image: Classroom in The Downtown School, a Lakeside School, in Seattle To better track ...

  • Financial Management | How can business officers develop an optimal working relationship with their heads of school in order to better support their schools? Peter Christian, director of finance at Windward School, ...

  • Financial Management | Article by Robert Riggar, SunTrust Bank The focus on endowment often takes a back seat to the daily operations of a school. Because net tuition revenue alone doesn’t cover the costs ...

  • Financial Management | Once the province of colleges and universities, the CFI has helped early adopters in independent schools plan for long-term stability and communicate financial priorities. Article by Mary ...