Net Assets Financial Management Articles

Financial Management

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Business Intelligence  

  • Cash Management
  • | Enrollment
  • | Tuition

Business Intelligence: Landmarks in a Disrupted Landscape

Schools are considering revenue and expense levers beyond tuition and financial aid to plan a viable future.
4 min read
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  • Budget
  • | Cash Management
  • | Planning

Building Blocks for a Stronger Financial Future This item is protected.

Generating long-term projections and ensuring spending aligns with mission will help your school thrive and adapt to changing circumstances.
7 min read
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Risk & Compliance  

  • Legal
  • | Planning

Risk & Compliance: Creative Accommodations

Handling increased requests for student accommodations requires keeping an open mind while not altering standards or veering away from mission.
6 min read
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Strategies  

  • Cash Management
  • | Financial Aid

Strategies: Explaining Aid

Three tools to communicate financial aid decisions more clearly may help mitigate families’ confusion and bargaining.
5 min read

Projections  

  • Enrollment
  • | Financial Aid
  • | Planning

Projections: What a Difference a Decade Makes

The unspoken rules of handling financial aid have changed. A focus on pricing, discounting and NTR will help us secure true financial viability.
4 min read

CEO Notebook  

  • Budget
  • | Planning

The BIIS Journey: Get on Board by October 11

Access data and tools that will help you lead your school to financial success.
3 min read
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Business Intelligence  

  • Financing
  • | Planning

Business Intelligence: Financial Planning Tools Get an Upgrade

Improvements to the BIIS data collection platform and The NBOA Financial Dashboard should make budgeting and planning that much easier.
3 min read
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  • Financing
  • | Leadership

Invitation to the Dance: Mergers & Acquisitions

Which independent schools should consider a merger? All of them. It’s not about profits, but rather perpetuating the mission in a changing marketplace.
7 min read
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  • Budget
  • | Tuition

Heads Together: Benchmarking for Success This item is protected.

Benchmarking, data analysis and school-wide brainstorming enabled St. John's Preparatory School to moderate tuition increases, adjust revenue and spending, and enhance its value proposition.
7 min read

Projections  

  • Communication
  • | Planning

Projections: Data with Depth

Every school can use data in its strategic decision-making if it’s presented to leaders at the appropriate level.
4 min read
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  • Budget
  • | Cash Management

Well Spent: Creative Cost Controls This item is protected.

Tactical measures can help schools spend less. Knowing when to benchmark — and when not to — can do even more.
12 min read
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Business Intelligence  

  • Cash Management
  • | Tax

Business Intelligence: Financial Gains Strongest in West in Fiscal 2018

Operating margin, net tuition revenue and expendable resources were up for more schools in the West and fewer schools in the Mid-Atlantic and Texas.
2 min read
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5 Minutes with  

  • Budget
  • | Risk Management

5 Minutes with Constance Neary and Alex Miller, United Educators: Shifts, Not Quakes, in the Risk Landscape

External pressures have replaced operational pressures as top-of-mind risks among school leaders, while sexual misconduct issues continue to reverberate at a national level.
7 min read

Mission & Motivation  

  • Facilities
  • | Planning

Mission & Motivation: Powerful Points

Communication is key during busy summer months, fostering connections among different sides of the business office as well as staff and faculty members upon their return to campus.
3 min read
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Strategies  

  • Facilities
  • | Planning

Strategies: One Space, Many Voices

When designing a shared school space, taking the time to collect different stakeholders’ perspectives in unbiased ways pays dividends.
4 min read
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  • Accounting
  • | Risk Management

To Stay Secure, Think Like a Fraudster

The longer a fraudster has been at a school, the larger the losses and the less likely he or she will be suspected. Knowing what motivates fraudsters can supplement internal controls in mitigating risk.
7 min read

CEO Notebook  

  • Gift
  • | Governance

Dialing Back Donor Dollar Expectations

Charitable giving by individuals declined last year and may continue to do so into the future. What does the trend mean for independent schools?
2 min read
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  • Facilities
  • | Planning

Gathering Constituent Input for a Successful Master Plan

Collaborative processes can help ensure new campus facilities align with a school’s mission.
2 min read
  • Endowment
  • | Investments

Rethinking Investment Strategies

Many independent schools face financial challenges related to cash reserves, endowment depletion and operations. Finding ways to align enterprise considerations and investment strategies can help address these issues, sa
2 min read

Projections  

  • Budget
  • | Technology

It’s Time to Commit

From the archives: How can online learning simultaneously mitigate the financial pressures facing our schools and reinforce our ability to personalize the learning experience?
4 min read