Budget
Diversity and Inclusion
Financial Aid
In this episode, NAIS Vice President Mark Mitchell shares with NBOA President and CEO Jeff Shields how school business leaders can work toward a "both/and" mindset when it comes to financial aid allocations.
Leadership
Membership
Planning
Ann Marie Tidona is the 2026 recipient of NBOA's Ken White Distinguished Business Officer Award. She joins host Jeff Shields to discuss the power of data in her decision-making over the years.
Cybersecurity
Risk Management
Cyber risk is now undeniably enterprise risk that impacts nearly every aspect of school operations. Bob Olsen, managing director at Hilco Global, discusses why cybersecurity has become a leadership priority for independent schools.
Enrollment
Leadership
Summer Camp
Weston Outlaw talks with NBOA President and CEO Jeff Shields about how he has helped transform auxiliary programs and alternative revenue into critical levers of financial sustainability.
Culture
Leadership
Membership
In this episode, Frank Aloise, CFO at Springside Chestnut Hill Academy in Philadelphia, joins NBOA President and CEO Jeff Shields to discuss leadership during an independent school merger.
Change Management
Leadership
Technology
Nancy Greene, CFO at Pine Crest School in Boca Raton and Fort Lauderdale, Florida, has received just about every major NBOA honor. It's no surprise she's at the forefront of strategic AI adoption.
Culture
Leadership
Membership
In this episode, recorded live at the 2026 NBOA Annual Meeting, host and NBOA President and CEO Jeff Shields sits down with Dallas Joseph, chief financial and operating officer at Baylor School,
Compensation Strategies
Leadership
Technology
In this episode, host and NBOA President and CEO Jeff Shields speaks with Patrick Schuermann, Ed.D., recipient of the 2026 Sarah Daignault Outstanding Support of Independent Schools Award.
Change Management
Culture
Technology
Heather McGowan is an award-winning industrial designer, futurist and author, who shares how today's independent school business leaders can embrace "unlearning" keep their practices up to speed.
Enrollment
Leadership
Technology
Mike Flanagan, CEO of the newly formed E3n, talks with NBOA President and CEO Jeff Shields about his view of the current independent school market and what school leaders need to help their schools succeed as demographics shift.
Endowment
Investments
Risk Management
Commonfund Institute Executive Director George Suttles delves into 20-year investing trends with NBOA President and CEO Jeff Shields as well as insight into the "polycrisis" of the current moment.
Change Management
Hiring
Leadership
With NBOA President and CEO Jeff Shields, Palmieri reflects on the path that led to the vision behind creating a service dedicated to helping independent schools strengthen their business operations.
On Friday, September 19, the Trump Administration released changes to the issuance of H-1B visas for international workers. The following points apply directly to independent schools using H-1B visas.
Leadership
Membership
Risk Management
Sandi Pierce has served Cate School for more than 30 years. This school year, she is moving out of finance and operations to become the school's associate head, full stop.
Diversity and Inclusion
Enrollment
Leadership
Gonzalez shares how she strengthens her relationship with the business office, her involvement with equity and inclusion in the community, and her leadership of the robust enrollment team at Hawken.
Boards and Trustees
Governance
Leadership
In this episode, Beth Pollard and Duncan Booth discuss what they've learned serving the NBOA Board of Directors and particularly as chair, including building trust and moderating honest conversations.
Leadership
Marketing
Summer Camp
When leaders at The Pingry School had the opportunity to acquire property from a nearby closing independent school, they seized it, even though they hadn't mapped out all the details.
Culture
Employee Benefits
Leadership
An intentionally small, financially accessible school, Meridian has launched creative and cost-effective faculty support programs to retain faculty, including a housing assistance grant.
Change Management
Culture
Leadership
John Gulla, executive director of the Edward E. Ford Foundation, shares insights from a remarkable career that has taken him to more than 750 independent schools.
Accounting
Diversity and Inclusion
Technology
Kathy Ferguson, partner at Armanino, shares her journey from education to auditing and offers insights on AI in the independent school business office. She also explores cryptocurrency and women's leadership.
