CFO Dallas Joseph covers it all in a wide-ranging conversation with NBOA President and CEO Jeff Shields, an excerpt of the Net Assets Podcast.
7 min read
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Budget
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Contract
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Planning
You don’t have to accept the first price any vendor offers your school. These 12 tips can help you secure the best deal and maximize spend on mission-aligned activities.
4 min read
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Endowment
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Investments
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Risk Management
Getting the balance right between liquidity and long-term growth is essential to meeting future spending needs.
7 min read
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Endowment
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Investments
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Research
The latest Commonfund Study of Independent Schools report shows steady returns, with increasing reliance on them to support operations.
3 min read
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Human Resources
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Leadership
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Technology
By investing in systems, people and relationships, these independent school leaders strengthen both the bottom line and their school’s culture.
6 min read
CEO Notebook
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Leadership
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Membership
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Technology
Tucker Bryant and Heather McGowan shared how we can seize the moment in this time of technological change and move our schools forward.
7 min read
From live podcast conversations to dynamic keynotes, this Annual Meeting brought fresh ideas and renewed community connections.
5 min read
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Membership
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Publications
With a new digital-first publishing strategy, Net Assets has been redesigned to capture more voices in the NBOA community — concisely.
2 min read
Projections
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Accounting
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Human Resources
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Leadership
Controllers and HR Directors have strategic roles to play — if we commit to making space for their voices.
5 min read
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Change Management
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Environmental Sustainability
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Facilities
Two schools jointly hired for this single position, which has propelled both schools’ sustainability goals.
5 min read
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Employee Benefits
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Employee Leave
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Policy
Shifts from the 2022-23 school year were generally small, with notable increases in parental leave and decreases in sick leave.
7 min read
His focus on not just the customer but also the employee experience may resonate with independent schools looking to retain faculty and staff.
5 min read
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Human Resources
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Professional Development
When the demand for high-quality teachers became greater than the supply, leaders at the Frances Xavier Warde School developed a new teacher retention system.
4 min read
Feature
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Human Resources
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Leadership
Seven people‑centered steps to help CFOs transition smoothly to a new school.
2 min read
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Accounting
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Legal
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Regulatory Updates
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Tuition
IMG Academy was fined $1.72 million for violations of U.S. sanctions laws.
2 min read
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Culture
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Leadership
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Professional Development
When it’s time to leave one school and start a new position at another, these considerations will make it easier on all parties – business leader, former school and new one.
14 min read
CEO Notebook
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Crisis Management
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Legal
Growing concerns about immigration enforcement underscore the need for clear protocols, informed staff and steady leadership in independent schools.
5 min read
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Accounting
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Planning
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Reports
To redesign your chart of accounts, schools need a clear strategy, the right expertise and a focus on usability.
4 min read
Feature
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Gift
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Legal
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Technology
Hopkins School has tapped generative AI to do initial legal research and queries, and also used it to meet donor interests efficiently and with real depth, among other uses.
5 min read
Feature
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Employee Benefits
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Human Resources
Independent schools are using benefits trusts to smooth rate increases and retain surplus.
4 min read
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