Financial Management Archive

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, ...
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 ...

Sustainable in Seattle

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 ...
Financial Management | It doesn’t have to be an exercise in frustration. Tips from a 20-year audit veteran. From the July/August 2018 Net Assets magazine Article by Melissa Woodin, The Hotchkiss School ...