2020 Business Officer Institute


Cancellation of 2020 Business Officer Institute; Alternative Resources Available

April 15, 2020: After careful consideration of reports from leading health organizations, as well as guidance and restrictions regarding in-person gatherings, NBOA leadership have made the difficult, but necessary decision to cancel the 2020 Business Officer Institute (BOI) originally scheduled for June 15-18 in Seattle, WA. The progression of the COVID-19 pandemic made this decision the most sensible one. Acting in the best interest of our attendees, staff, faculty and host school is of utmost importance, just as many of you are currently focused on protecting the health, safety, and well-being of your school communities.

We recognize that canceling this year’s Business Officer Institute event may create a gap in your professional development. If you were interested in attending the Business Officer Institute this year, we encourage you to explore the curated list of NBOA programs and resources below that may offer you an alternative learning experience.

Also, please consider joining us for the 2021 Business Officer Institute next June (location and dates TBD)! Please contact us with any questions at programs@nboa.org. For ongoing support as independent schools navigate the coronavirus pandemic, please visit our COVID-19 resources page. Thank you for your understanding during these unprecedented times. Stay safe!

Top Five Resources for Those Interested in BOI

Professional Development

On-Demand Programs

Take a self-paced online professional development course in a focused subject area that is critical to the administration of independent schools. The Nonprofit Accounting and Financial Reporting Overview program, in particular, is what any professional coming into independent school business needs to align their existing financial reporting acumen to a non-profit, independent school structure. You may also be interested in on-demand human resources programs.

Online Courses

Advance your career and achieve your goals through asynchronous, virtual learning in a variety of subject areas. Topics addressed in the Business Officer Institute program are covered in the following courses:

NBOA Connect (available to NBOA members)

Visit the 2019 Business Officer Institute Community for access to slides and handouts from the most recent offering of the program. Also, consider signing up for multiple communities to connect with fellow independent school business professionals to get the most out of this sharing platform.


Practical Guidance for Independent School Business Operations

For schools to secure their financial health in perpetuity, they must have clearly defined operational policies and procedures as well as sound fiduciary practices. This assessment tool includes an interactive action-planning worksheet to help leaders prioritize action items for their own purposes or in preparation for an accreditation or reaccreditation visit.

Culture Meets Compliance: The NBOA Guide to Assessing Human Resources at Independent Schools

Culture Meets Compliance is written by independent school attorneys and vetted by independent school HR professionals to address the unique human resources needs of independent schools.

Other Helpful Resources

The NBOA Financial Dashboard for Independent Schools (available to NBOA members)

The NBOA Financial Dashboard for Independent Schools was developed to help business officers, heads of schools and boards of trustees among others identify, understand and monitor the financial indicators that have the greatest impact on an independent school's financial health.

The Long-Range Financial Model for Independent Schools (available to NBOA members)

You may download a copy of the model (without taking the course listed above) and get started right away.

By the Numbers and Beyond: Independent School Business Operations

NBOA's authoritative guide to independent school business operations.

NBOA Webinar Series

During the year, NBOA conducts a series of webinars on Thursdays. Our goal is to bring you the latest information, relevant to your job as an independent school professional, in an easy and accessible format. NBOA members can view past presentations in the webinar archive.

Member Directory (available to NBOA members)

All contacts at an NBOA member school are listed so you will be able to find your own peers, but also connect other members of your team with their peers at other schools.


Effective Financial Governance for Independent School Trustees

New from NBOA: Effective Financial Governance for Independent School Trustees

A must-read for every board member and for every school administrator who interacts with the board, this new guide provides essential knowledge and guidance on the independent school business model, in terms that the finance committee and other board members can understand and apply.

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