NBOA Library

  • Culture
  •   |   Hiring
  •   |   Leadership
  •   |   Performance Management

Report: National Business Officers Remote Work Job Board

Apr 13, 2023, 1:04 PM
A remote work job board would help individual schools attract and retain staff, has the potential to reduce budgetary pressures, and optimize human capital to better achieve the mission of the school.
  • Budget
  •   |   Cash Management
  •   |   Human Resources
  •   |   Leadership

Report: Shared Services Solution for Independent School Business

Apr 13, 2023, 9:53 AM
This report explores creating a model of shared services, or a Shared Solutions Service Center, whereby schools outsource core, transactional functions.
  • Accounting
  •   |   Audit

Sample Audit Statements from Trial Balance

Apr 11, 2023, 9:36 AM
These Excel files were created by long-time business officer Jim Pugh to help business officers prepare their annual and multi-year facilities budgets.
  • Budget
  •   |   Facilities
  •   |   Planning

Sample Annual Capital Budget & Multi-Year Plant Renewals Schedules

Mar 28, 2023, 1:25 PM
These Excel files were created by long-time business officer Jim Pugh to help business officers prepare their annual and multi-year facilities budgets. 
  • Boards and Trustees
  •   |   Investments
  •   |   Reports

CFOs Investment Committee Report File

Mar 28, 2023, 12:57 PM
This Excel is a sample report that shows the changes in the school's investment portfolio since the investment committee's last meeting. It does not delve into the impressively technical report of the school's investment advisor.
  • Employee Leave
  •   |   Forms
  •   |   Human Resources

FMLA Request and Update Form Samples

Mar 17, 2023, 3:40 PM
Forms to request FMLA, provide periodic status reports and return to work after illness or injury.
  • Budget
  •   |   Leadership
  •   |   Planning

Financial State of the Industry BIIS Financial and Operational Indicators: 2020-2022

Mar 17, 2023, 2:24 PM
The only research study based on the audited financial statements of independent schools, the report includes an executive summary and analysis of 17 financial indicators in tuition, enrollment, expenses, giving and more.
  • Endowment
  •   |   Investments
  •   |   Research

2022 Commonfund Study of Independent Schools

Mar 16, 2023, 5:33 PM
This report presents the 2022 results from the Commonfund Study of Independent Schools endowment management practices and policies.
  • Budget
  •   |   Governance
  •   |   Planning

Financial Sustainability Heat Map Users Guide

Feb 17, 2023, 3:07 PM
This users guide was created to help NBOA members make the most of the BIIS data analysis platform tool, the NBOA Financial Sustainability Heat Map.
  • Compliance
  •   |   Employee Leave
  •   |   Policy

FMLA Sample Policies

Feb 10, 2023, 2:55 PM
These samples are provided by member schools to assist other schools looking for guidance in creating their own documents.