Catherine Lee Clarke, CFA, is a director and investment officer serving Hirtle Callaghan’s family and institutional clients in the Western Region from the Houston office. Her practice focuses on improving governance and stewardship for her clients.
Understand the independent school business model, learn to be a good steward of your school's financial resources and work more collaboratively around financial issues.
Learn to engage with employees in an empathetic manner while still clearly conveying important information and safeguarding your school from liability.
Calculate your school's Composite Financial Index (CFI) score — a tool trusted in higher education for decades — and learn how you can use the score and its 4 underlying ratios to think strategically about your school's financial strengths and weaknesses.
Learn the fundamentals of nonprofit accounting and reporting by exploring governance structures, internal control strategies, financial statements and compliance essentials.
Learn about best practices related to payroll including employee classification and overtime pay, deductions and taxability and the complexity of calculating a faculty member’s final paycheck when they leave mid-year.
This course will equip school leaders to identify, document and strategically manage the risks facing independent schools. It covers the principles of enterprise risk management (ERM) and provides tools and resources to institute an ERM program.
Learn best practices related to gift reporting, compliance and donor stewardship, as well as how to develop a successful and strategic partnership between the financial and development functions at your school.
Learn tactical best practices related to the financial aid process to enhance the strategic partnership between the business and admissions offices and ensure long-term success.
This webinar invites school leaders to rethink auxiliary staffing — across summer, afterschool, enrichment and other programs — as a lever for sustainability, compliance and culture-building.
This webinar will equip attendees with practical strategies to navigate disputes with clarity and confidence, and offers actionable insights on handling complaints and resolving conflict in ways that foster collaboration and strengthen relationships.
Explore financial sustainability for independent schools by analyzing college closures. Learn strategies to navigate risks and build resilience based on what may be gleaned from higher ed’s warning signs.
The financial reality of a school can deeply inform its mission. Discover how a small school's inherent need for innovation sparks powerful, scalable solutions for schools of all sizes to be nimble when resources are limited.
Learn how The Governor’s Academy aligned educational priorities with campus development in a new campus planning process that engaged the school community. The resulting plan now guides the adaptive reuse of facilities and enhanced academic programs.
Ari Hausman is using generative AI to negotiate better contracts and more quickly develop financial presentations, and surmises it will fill software gaps in the future.
From salary transparency to AI governance, these 13 standout Net Assets articles cover the most pressing issues for independent school business offices.
The upgraded LRFM helps you model tuition, staffing, and revenue over 10 years. Build confidence in your school’s financial decisions—before they’re made.
