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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
CEO Notebook
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Compensation Strategies
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Leadership
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Planning
This year’s recipients have elevated school financial strategy, advanced groundbreaking compensation research and pioneered AI frameworks for school business operations.
7 min read
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Human Resources
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Legal
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Tax
Annual adjustments from the IRS and Treasury as well as changes in labor law will impact operational costs at independent schools.
3 min read
CEO Notebook
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Culture
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Leadership
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Planning
Authentic leadership, data-informed planning and easier ways to manage risk were among the top themes for the year.
4 min read
A long-held dream to build a performing arts center was made possible by strong financial leadership.
4 min read
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Planning
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Professional Development
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Tuition
A data dive identified top levers schools can pull for financial success.
4 min read
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Budget
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Endowment
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Investments
CPI may not be the best way to gauge inflation for your school – consider an education-specific index that may be more accurate.
7 min read
Recent trends in giving may inspire school leaders to rethink traditional fundraising strategies.
12 min read
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Budget
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Extended Day
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Summer Camp
Analysis of recent school years indicates that most schools with auxiliary programs are turning a profit, with New England schools and schools with a boarding component leading the way.
5 min read
Business Intelligence
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Cash Management
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Research
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Tuition
In 2023–24, most independent schools had a positive working capital ratio.
3 min read
Projections
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Cash Management
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Endowment
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Planning
The markets may shift in the new fiscal year, but independent school business leaders can be prepared.
7 min read
Feature
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Budget
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Endowment
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Planning
When the economic forecast is unclear, savvy school leaders are planning with multiple scenarios in mind.
12 min read
Smaller schools are more likely than larger schools to have plant debt greater than their unrestricted and temporarily restricted net assets.
4 min read
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Human Resources
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Legal
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Tax
The OBBBA will likely impact scholarships, giving and HR at your school.
6 min read
CEO Notebook
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Planning
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Procedures
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Risk Management
Enterprise risk management may sound intimidating, but this simple list can help you get started this summer.
4 min read
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Budget
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Policy
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Risk Management
Third-party litigation financing is driving up liability claim costs, and independent schools may be unwittingly investing in the practice.
3 min read
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Change Management
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Enrollment
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Planning
Strategic planning led to fewer enrolled students and higher NTR in the case of one boarding-day school.
3 min read
Skutt Catholic leaders mapped how different parts of the school’s mission statement aligned with actual expenditures to ensure every dollar is spent purposefully.
4 min read
CEO Notebook
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Budget
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Membership
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Planning
NBOA just released version 2.0 of the Long-Range Financial Model, which is more powerful, intuitive and customizable.
4 min read
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