Enrollment & Financial Aid

Tim Rutherford, Lakefield College School
  • Enrollment
  • | Leadership
  • | Membership

Unsung Hero: Tim Rutherford, Lakefield College School

From enrollment and fundraising to refereeing the hockey team, Rutherford pairs financial expertise with a people-first approach.
2 min read
Potter feature image
  • Leadership
  • | Membership
  • | Tuition

Unsung Hero: William A. Potter, Waring School

Potter transformed key business functions, from financial aid and retirement benefits to technology and campus planning.
2 min read
door open concept

Projections  

  • Enrollment
  • | Governance
  • | Planning

To Close or Not to Close: Is That the Question?

It need not be if leaders face their school’s financial reality with open eyes and engage in frank conversation.
7 min read
Ludwinski
  • Enrollment
  • | Leadership
  • | Membership

Unsung Hero: Cyndi Ludwinski, Miriam School and Learning Center

While the school grew exponentially, Ludwinski transformed systems and steadied the course in every operational area.
2 min read
Black woman using a cellphone in an office

Strategies  

  • Enrollment
  • | Technology

How Tapping a Mobile App Reinvented Reenrollment This item is protected.

By meeting their families where they are — on WhatsApp — one school has dramatically improved operational processes.
6 min read

CEO Notebook  

  • Enrollment
  • | Extended Day
  • | Summer Camp

Make Camp Count

Don’t leave revenue on the table — or miss the opportunity to build a strong connection between your school and the broader community.
6 min read
Japanese kintsugi bowl
  • Communication
  • | Culture
  • | Leadership

Practical Steps for Rebuilding School Trust This item is protected.

Sudden leadership changes, faculty departures, and a unionization effort left one school community unsettled. This is how they recovered their equilibrium.
8 min read
endowment 2

Feature  

  • Communication
  • | Endowment

Growing an Endowment: Four Schools' Stories (Part 2) This item is protected.

Four schools share how they launched and stewarded their endowment to bolster financial sustainability.
7 min read

CEO Notebook  

  • Planning
  • | Research
  • | Tuition

Past the Pandemic Bounce: Five-Year Financial Trends that Should be Informing Your Strategy

Key financial indicators analyzed in the latest “Financial State of the Industry” report show some gains for the sector and also areas to train our attention.
4 min read

CEO Notebook  

  • Communication
  • | Leadership

When Trust Needs Rebuilding, Reset the Story

What a high‑profile reset reveals about letting go of what no longer works — and why that matters for schools.
4 min read
Front of the US Treasury building
  • Accounting
  • | Legal
  • | Regulatory Updates
  • | Tuition

OFAC Sanctions Compliance and Independent Schools: New Guidance

IMG Academy was fined $1.72 million for violations of U.S. sanctions laws.
2 min read
Two speak bubbles against a black background

Feature  

  • Communication
  • | Summer Camp
  • | Technology

Byte-Size AI: Strong Prompts, Market Analysis and Role Play This item is protected.

Jonathan Schmid is using generative AI to tap into market analysis, generate Excel formulas and role play difficult interactions.
4 min read
Flipping Wooden cube block for change fake to fact

Strategies  

  • Communication
  • | Policy
  • | Risk Management

How To Stop Fake School News Before It Starts This item is protected.

A solid plan to counteract this risk draws on three key principles.
5 min read
inst statement

Risk & Compliance  

  • Communication
  • | Crisis Management
  • | Risk Management

Institutional Statements on Controversial Issues This item is protected.

When school leadership feels pressure to take a position, consider this framework.
4 min read
levers graphic grey red orange
  • Planning
  • | Professional Development
  • | Tuition

What Makes the Financial Model Work? This item is protected.

A data dive identified top levers schools can pull for financial success.
4 min read
annual giving

Feature  

  • Gift
  • | Marketing

Shifts in Donor Dollars: Institutional Giving Trends This item is protected.

Recent trends in giving may inspire school leaders to rethink traditional fundraising strategies.
12 min read
Stock image of two bandages in a cross shape.
  • Communication
  • | Risk Management

Reputation Repair: How Caring and Credibility Rebuild Broken Bonds

When reputational risks strike, how leaders communicate and connect can determine whether their schools emerge stronger or stumble.
7 min read

CEO Notebook  

  • Change Management
  • | Communication
  • | Leadership

The Surprising Strengths of a Vulnerable Leader

It may seem counterintuitive, but vulnerability can be a great strength for independent school business leaders.
4 min read
Three bright arrows pointing down a dark blue background.

Voices from the Field  

  • Key Enrollment
  • | Leadership
  • | Tuition

Data, Design and the Future of Enrollment

The merger of EMA and ERB will provide school business leaders with more data and a more integrated experience.
7 min read
Two wooden blocks on a diagonal orange and blue background; one block has a green plus sign, the other has a red minus sign.

Business Intelligence  

  • Cash Management
  • | Research
  • | Tuition

Is Your School’s Working Capital Working? This item is protected.

In 2023–24, most independent schools had a positive working capital ratio.
3 min read