Financial Management Archive

Financial Management | Modest changes that might not phase larger schools can impact smaller schools significantly. Article by Elizabeth Dabney From the November/December 2021  Net Assets magazine Small independent ...

Data Collection Made Easier

CEO Notebook | Collaboration between NBOA and NAIS will yield new insights that will help all schools plan strategically. Jeffrey Shields, FASAE, CAE NBOA President and CEO It’s widely understood that independent ...
Financial Management | Thorough and consistent documentation is key to success. By Christopher S. Maynard, Klatzkin The Employee Retention Credit (ERC) is one of a handful of federal programs aimed at helping ...
Financial Management | With careful planning, a mostly remote audit can improve teamwork and more meaningful communication between auditors and school staff. By Sarah Reichling, CliftonLarsonAllen From the September/October ...
Financial Management | To mitigate financial risk, focus on closing, rather than filling, the gap. Article by Elizabeth Dabney From the July/August 2021   Net Assets magazine The published tuition price at ...
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 ...
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, ...
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 ...
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 ...