NBOA Library

  • Accounting
  •   |   Cash Management
  •   |   Key Strategic Finance
  •   |   Planning

NBOA's Cash Flow Forecast Model

Apr 30, 2026, 4:15 PM
The NBOA Cash Flow Forecast Model is a customizable, easy‑to‑use tool designed to help independent school business officers anticipate, visualize, and manage cash flow throughout the fiscal year.
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  • Budget
  •   |   Employee Benefits
  •   |   Professional Development

An Rx for Professional Development: Leadership Academy Resources

Apr 21, 2026, 5:41 PM
These resources were developed by a cohort of the 2025-26 NBOA Leadership Academy to help independent school business leaders ensure the benefits from professional development spending flow back to the institution in measurable ways.
  • Change Management
  •   |   Communication
  •   |   Marketing

Future Proofing Independent Schools: Leadership Academy Resources

Apr 21, 2026, 5:18 PM
These resources were developed by a cohort of the 2025-26 NBOA Leadership Academy to help independent school business leaders continuously demonstrate a clear, differentiated value proposition.
  • Culture
  •   |   Leadership
  •   |   Technology

AI Usage Across Non-Academic Functions: Leadership Academy Resources

Apr 21, 2026, 5:01 PM
Resources developed by a cohort of the 2025-26 NBOA Leadership Academy to help independent school business leaders steward the integration of AI in ways that are ethically grounded, mission-aligned, and culturally coherent.
  • Change Management
  •   |   Leadership
  •   |   Technology

Workforce Readiness for AI Adoption: Leadership Academy Resources

Apr 21, 2026, 4:17 PM
Resources developed by a cohort of the 2025-26 NBOA Leadership Academy to help independent school business leaders identify the key workforce considerations leaders must address before implementing AI technologies.

Financial State of the Industry: BIIS Financial and Operational Indicators: 2021-2025

Apr 17, 2026, 4:47 PM
Analyzing trends across 18 key financial and operational indicators over five years (2020–21 through 2024–25), the Financial State of the Industry draws on data from NBOA’s BIIS platform.
  • Accounting
  •   |   Procedures
  •   |   Technology

Modernizing Systems: AI Workflow Resources

Apr 17, 2026, 12:58 PM
These resources were developed by the 2025-26 NBOA Leadership Academy to help independent school business leaders identify efficiencies and reduce risk in their business office processes.

Consensual Relationship Agreement Sample

Mar 12, 2026, 8:08 AM
A sample of a consensual relationship agreement for employees who become romantically involved. 
  • Endowment
  •   |   Investments
  •   |   Research

2025 Commonfund Study of Independent Schools

Feb 23, 2026, 1:32 PM
This report presents the 2025 results from the Commonfund Study of Independent Schools endowment management practices and policies. Learn about trends in investment returns, asset allocation and more.
  • Audit
  •   |   Key Auxiliary
  •   |   Procedures

Internal Controls Checklist for Auxiliary Leaders

Feb 11, 2026, 11:12 AM
Auxiliary leaders use the checklist to confirm key processes, align with the business office, train staff, manage risk, and highlight strengths and gaps when reporting program health.

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FSI26-660x440
Benchmark Against National KPIs with the Latest Financial State of the Industry Report

A research report analyzing trends across 18 key financial and operational indicators over five years. Use this report to benchmark performance, stress-test assumptions and make informed decisions, as external forces continue to challenge long-term financial sustainability.

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