Financial Management

  • 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, ...

  • CEO Notebook | Access data and tools that will help you lead your school to financial success. Jeffrey Shields, FASAE, CAE NBOA President and CEO Four years ago, when NBOA embarked on the journey to develop ...

  • Financial Management | Improvements to the BIIS data collection platform and The NBOA Financial Dashboard should make budgeting and planning that much easier. Article by Mary Kay Markunas From the September/October ...

  • Financial Management | Which independent schools should consider a merger? All of them. It’s not about profits, but rather perpetuating the mission in a changing marketplace. Article by Chad Tew, LearnCollab ...

  • Financial Management | Benchmarking, data analysis and school-wide brainstorming enabled St. John's Preparatory School to moderate tuition increases, adjust revenue and spending, and enhance its value proposition. ...

  • Financial Management | Tactical measures can help schools spend less. Knowing when to benchmark — and when not to — can do even more. Article by Geoff Still and Pete Upham , The Association of Boarding Schools ...

  • Financial Management | Operating margin, net tuition revenue and expendable resources were up for more schools in the West and fewer schools in the Mid-Atlantic and Texas. Article by Mary Kay Markunas From ...

  • CEO Notebook | Charitable giving by individuals declined last year and may continue to do so into the future. What does the trend mean for independent schools? Jeffrey Shields, FASAE, CAE NBOA President and ...

  • Financial Management | Many independent schools face financial challenges related to cash reserves, endowment depletion and operations. Finding ways to align enterprise considerations and investment strategies ...