Net Assets Articles

Article Archive

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  • Planning
  • | Risk Management

The Fires Next Time: Climate Change and Business Continuity

Ensuring business continuity in the era of climate change requires thinking ahead to potential worst-case weather scenarios, and budgeting accordingly.
16 min read
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  • Leadership

Top Leaders Embrace Authenticity, Actionable Data

McKinley Advisors identifies what top-performing organizations have in common.
3 min read
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  • Crisis Management
  • | Safety and Security

Educators-First Security

Teachers and students should be at the center of school security training, and empowered (not intimidated) for the most effective results.
3 min read

CEO Notebook  

  • Leadership
  • | Planning

Where to Start with Mergers and Acquisitions? Three Considerations

Conversations around school mergers have shifted from reactive to proactive. It’s not about failure, but rather preparing for the future.
3 min read
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  • Policy
  • | Risk Management

Keep Calm and Enforce Your Harassment Policies

When a sexual harassment claim hits a school, pressure to react fast can be intense. To protect all stakeholders, schools should investigate and take action well before a crisis arrives.
4 min read
https://higherlogicdownload.s3.amazonaws.com/NBOA/UploadedImages/c781eb1f-9fca-4408-b2f8-9bceec57f0af/NetAssets/2019/04/McCullagh-After_School-MA19.jpg

After School  

  • Leadership

After School: an Eye for Beauty

The long-ago gift of a high-quality camera keeps on giving to this business officer, aided in part by his love of travel, nature and family.
3 min read
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Mission & Motivation  

  • Diversity and Inclusion
  • | Leadership

Mission & Motivation: Our Founding, Our Future

A momentous school anniversary can provide opportunities to rekindle alumni relations, build connections among current students and strengthen town-gown relationships.
4 min read

March Madness: Surviving and Advancing to April

Between the whirlwind activities of March and May, take some time to think strategically in April. 
5 min read
https://higherlogicdownload.s3.amazonaws.com/NBOA/UploadedImages/c781eb1f-9fca-4408-b2f8-9bceec57f0af/NetAssets/2019/03/Final_QA-Lichtman-MA19.jpg

5 Minutes with  

  • Leadership

5 Minutes with Grant Lichtman: Is Your School’s Engine Defunct?

The traditional independent school model is under threat. The case for clearly defining, differentiating and delivering a very different value proposition.
9 min read
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Safety & Security  

  • Extended Day
  • | Key Auxiliary
  • | Risk Management

Safety & Security: Are Your Auxiliary Programs Prepared for an Emergency?

The unique challenges associated with after-school, evening and weekend activities merit additional considerations.
5 min read
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  • Facility Rental
  • | Financing

Found Money: Untapped Income Opportunities

Look closer. Could there be untapped income opportunities in your facilities, your programs, your operating cash and reserves?
12 min read
https://higherlogicdownload.s3.amazonaws.com/NBOA/UploadedImages/c781eb1f-9fca-4408-b2f8-9bceec57f0af/NetAssets/2019/03/NBOA_Jeff_Shields_on_Navigating_Change_Podcast.jpg
  • Leadership
  • | Research

Living with Change

Independent schools are moving beyond strategy sessions and implementing substantial changes, said NBOA President and CEO Jeff Shields in a recent podcast.
2 min read

Projections  

Projections: Leading with Optimism

The threats are real. So are the resources, tools, knowledge and expertise that will help you address them.
4 min read

CEO Notebook  

  • Leadership

Riding High from the 2019 NBOA Annual Meeting: 3 Takeaways

In San Diego, we learned that bringing creativity, passion and play into a routine of discipline and focus pays off.
4 min read
https://higherlogicdownload.s3.amazonaws.com/NBOA/UploadedImages/c781eb1f-9fca-4408-b2f8-9bceec57f0af/NetAssets/2019/03/FINAL-Garber-Audits-MA19.jpg
  • Accounting
  • | Audit

Making a Statement This item is protected.

Near and distant changes to not-for-profit audits should provide greater transparency and consistency in describing school finances. “It’s an opportunity to pause and consider things from an enterprise perspective.”
12 min read
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Strategies  

  • Accounting
  • | Audit

Strategies: the Magic Binder

Reconciling every accounting fund every month may sound onerous, but it saves time and headaches down the line — especially during the annual audit.
4 min read
https://higherlogicdownload.s3.amazonaws.com/NBOA/UploadedImages/c781eb1f-9fca-4408-b2f8-9bceec57f0af/NetAssets/2019/03/4-Freed-Construction-MA19.jpg
  • Facilities
  • | Financing

A Capital Plan This item is protected.

From bridge financing to a unique co-location partnership, schools’ construction financing strategies reveal new levels of creativity, resourcefulness and fiscal prudence.
14 min read
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  • Leadership

1400+ Expected at 2019 NBOA Annual Meeting

K-12 independent school leaders head to San Diego to “ride the waves of change.”
3 min read
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Risk & Compliance  

  • Labor Law
  • | Summer Camp

Risk & Compliance: Wage and Hour Laws Don’t Go on Summer Vacation

Are summer camps exempt from FLSA requirements? A closer look at the recreational establishment exemption.
5 min read

CEO Notebook  

  • Budget

Three Positive Trendlines on the Cusp of Spring

Data show independent school finances improved last year, in terms of net tuition revenue, expendable financial resources and annual giving. 
3 min read