Creating a partnership with the auditor can help ensure that your school is shown in the best light.
5 min read
Developing a tactical campus master plan begins with a future vision of the institution that realigns facilities with mission.
13 min read
Can airtight debt management and a focus on student retention help us emerge in a better financial position than before the pandemic?
5 min read
Sharing real funds with students and mentoring their business and investment acumen has literally paid dividends, in the $100,000s.
5 min read
Business Intelligence
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Cash Management
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Financing
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Research
Initial findings from BIIS 2019-20 data collection reveal that for most schools, both revenue and expenses were up slightly as the school year concluded remotely.
3 min read
Traditional asset allocations once again outperformed alternative investments, and trends in average annual effective spending rate differed by endowment size.
5 min read
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Financial Aid
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Pandemic
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Planning
Review the criteria that determines if your independent school is eligible for the new round of federal support and how much it may receive, be it your school’s first or second draw.
3 min read
On Tuesday, December 13, NBOA hosted a webinar on “Navigating PPP Complexities for Independent School Loan Recipients.” Leaders from Truist Bank (formerly BB&T and SunTrust banks), the accounting firm blumshapiro, la
9 min read
Robust financial scenario planning is pivotal in maintaining operational success and in recovering from disruptions rapidly.
4 min read
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Debt
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Financing
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Planning
How strong is your school’s financial bulwark? Some data points mean more than others in a changed environment.
13 min read
CEO Notebook
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Cash Management
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Governance
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Research
Schools are meeting the moment, and enrollment trends are encouraging, but unforeseen expenses are putting a dent in those gains.
5 min read
When facing difficult decisions, a better understanding of peer school financial and operational behavior can help immensely.
3 min read
Strategies
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Boards and Trustees
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Governance
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Planning
A new book from NBOA helps independent school trustees not only understand school finances but also ask management better questions to drive more strategic discussions.
4 min read
Recording PPP loans in your school's financial statements may not be as straightforward as it seems.
4 min read
Risk & Compliance
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Accounting
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Pandemic
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Risk Management
What school staff members need to know as they work from home and handle increased requests for refunds.
7 min read
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Facilities
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Pandemic
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Planning
This smaller scale intervention may help schools move forward on planned projects that would otherwise be shelved at this time.
4 min read
Business Intelligence
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Cash Management
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Endowment
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Investments
Independent schools’ reliance on alternative forms of revenue may pose problems as significant as heavy reliance on tuition.
2 min read
From reopening campus to scenario planning to managing employee leave and more, these resources should ease your summer workload.
3 min read
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Cash Management
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Employment
In the age of e-commerce, does it still make sense to have a bricks-and-mortar school store?
13 min read
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Facilities
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Pandemic
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Planning
School leaders will need to rethink everything from physical space to agreements to funding sources.
17 min read
