Financial Management Archive

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 ...

Strategies: the Magic Binder

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 ...
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 ...
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 | 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, ...