People

Jeff Musell

Director of Multiple Employer Plan Sales

TIAA

Jeff Musell leads the sales efforts for Multiple Employer Plans (MEPs) at TIAA. Musell is based in Denver and helps clients in the nonprofit, education, government and healthcare market segments define their MEP strategy and narrative. He often serves as a front-line product expert for the TIAA community. Prior to joining TIAA, Jeff helped educate shareholders and participants on mutual funds options at Oppenheimer Funds and J.P. Morgan. He earned a Bachelor of Arts from Metropolitan University of Denver and is registered with FINRA for series 7 and 63. Musell also holds a Chartered Retirement Plan Specialist designation.

Online Courses

Budget Meets Mission: School Finance for Non-Business Leaders

Understand the independent school business model and learn to be a good steward of your school's financial resources to work more collaboratively around financial issues.
Considerations for Employee Benefits: Taxability, Compliance, Culture

Discover the most common as well as emerging benefits programs and structures, best practices to stay in compliance and cultural considerations for implementation.
Engaging in Difficult Conversations with Employees

Learn to engage with employees in an empathetic manner while still clearly conveying important information and safeguarding your school from liability.
Essentials of the Business Office

Explore the many responsibilities of business office professionals— from day-to-day finance, operation, and risk management to strategic leadership — and managing key relationships with the greater school community.
Human Resources Fundamentals for Independent Schools

Learn how to address day-to-day human resources challenges such as evaluation and termination, FMLA, the ADA and employee classification.
Leave Law Boot Camp

Learn about best practices related to employee leave and how federal leave laws intersect and overlap.
Long-Range Financial Modeling

Learn how to customize and manipulate NBOA's Long-Range Financial Model, a powerful financial planning tool for your school.
Measuring Financial Health with the Composite Financial Index

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.
Stewarding Donor Dollars: Financial Principles for Contributions

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.
Strategic HR Leadership

Learn to develop and communicate your school's personnel management strategy and to be responsive to a changing market.
The Business and Art of Financial Aid

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.
Wage and Hour Boot Camp

Learn the ins and outs of wage and hour law, including the aspects that are unique to educational environments.

Past Webinars

Creating Collaborative Relationships with Vendors This item is protected

May 17, 2024

Creating a collaborative affiliation with vendors and managing risk through contracting contribute to the success of your school's mission. Identify guidelines and best practices to create a list of tasks that contribute to these goals.
What Independent Schools Need to Know About the Department of Labor’s New Overtime Rule This item is protected

May 17, 2024

Join NBOA and NAIS for a webinar to learn more about this new rule, explore implementation strategies to get your school ready for summer, and an overall refresher on the importance of wage and hour compliance with the Fair Labor Standards Act (FLSA).
AI Risk Management Town Hall This item is protected

May 6, 2024

Generative AI tools are being used whether there are policies in place to manage them or not. Join us for a town hall with legal and business operations professionals to discuss your questions about deploying AI.
Managing Risks in Special Events Planning This item is protected

April 19, 2024

With special events come implicit legal issues that require specific insurance coverage. Learn how to manage those details and how to create best practices to ensure minimal risk.
Monetizing Clean Energy Tax Credits from the Inflation Reduction Act This item is protected

April 9, 2024

The Inflation Reduction Act of 2022 is a game- changer for organizations investing in clean energy technologies. Federal tax credits were created under the IRA. Combined with the underlying base credits, these benefits can result in credit rates over 50%.

Net Assets Articles

Growing Your School’s Cash Reserves — and Using Them Wisely

May 16, 2024

Every school should have a clear board policy about operating cash and PPRRSM reserves, as well as a plan for using the idle cash.
Inflation on the Menu This item is protected

May 13, 2024

Independent school dining programs leverage financially sustainable strategies to nourish their communities.
Claiming Green Tax Credits from the Inflation Reduction Act This item is protected

May 9, 2024

Nonprofit independent schools can receive direct cash payments when investing in renewable energy technology.
The New Overtime Rules: Be Aware, Not Afraid

May 7, 2024

In the wake of recent legal rulings, all independent schools have come away with a big win, but some may face challenges under the new overtime rules.
Preventing Abuse in Athletic Coaching

May 6, 2024

Emotional and physical abuse of young athletes calls for a fresh approach to prevention and response.

FEATURED

Complimentary Resource for NBOA Members: HR Dashboard

Harness the power of your HR data. Drive efficiency and effectiveness in your organization. Access actionable insights for better decision-making.

RECENT DISCUSSIONS

NBOA CAREERS

Chief Financial Officer

Legacy Christian Academy
Director of Advancement

Bethany School
Advancement & Communications Coordinator

Brunswick School

VISIT CAREERS

Jeff Musell

Online Courses

Budget Meets Mission: School Finance for Non-Business Leaders

Considerations for Employee Benefits: Taxability, Compliance, Culture

Engaging in Difficult Conversations with Employees

Essentials of the Business Office

Human Resources Fundamentals for Independent Schools

Leave Law Boot Camp

Long-Range Financial Modeling

Measuring Financial Health with the Composite Financial Index

Stewarding Donor Dollars: Financial Principles for Contributions

Strategic HR Leadership

The Business and Art of Financial Aid

Wage and Hour Boot Camp

Past Webinars

Creating Collaborative Relationships with Vendors This item is protected

What Independent Schools Need to Know About the Department of Labor’s New Overtime Rule This item is protected

AI Risk Management Town Hall This item is protected

Managing Risks in Special Events Planning This item is protected

Monetizing Clean Energy Tax Credits from the Inflation Reduction Act This item is protected

Net Assets Articles

Growing Your School’s Cash Reserves — and Using Them Wisely

Inflation on the Menu This item is protected

Claiming Green Tax Credits from the Inflation Reduction Act This item is protected

The New Overtime Rules: Be Aware, Not Afraid

Preventing Abuse in Athletic Coaching

FEATURED

Complimentary Resource for NBOA Members: HR Dashboard

RECENT DISCUSSIONS

NBOA CAREERS

Chief Financial Officer

Director of Advancement

Advancement & Communications Coordinator

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