Striving for Financial Sustainability with the BIIS Heat Map

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NBOA’s Business Intelligence for Independent Schools (BIIS) data platform has a new tool – the Financial Sustainability Heat Map. Building on the work of Chad Stacy at the Dunn School, the Heat Map uses BIIS data to populate a color-coded visualization of your school’s movement toward or away from financial goals. This fully customizable tool allows your school to select indicators, set targets and track progress in areas such as liquidity, financial diversity and financial stewardship. It is also a strong communication tool that can be used with school leadership and the board. Learn how to use the Financial Sustainability Heat Map to give your school confidence in financial decision-making by highlighting financial areas where the school is improving and areas that are still a challenge.

Learning Objectives: Participants will become familiar with the Financial Sustainability Heat Map tool in BIIS and learn how the Heat Map can help their school work toward financial sustainability.

Pricing

Members: Free
Nonmembers: $99.00

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Credit Information

CPE Credit

Field of Study: Specialized Knowledge
Delivery Method: Group Internet Based
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1.2

HRCI Credit

Recommended HRCI Credits: 1.0
HRCI Category: Business

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: Business Acumen

Presenters

Elizabeth Dabney

Director, Research and Data Analysis

National Business Officers Association (NBOA)

Seattle, WA

Full Bio »
Chad Stacy

Chad Stacy

Director of The Robert W. Jurgensen Entrepreneurship Program

The Dunn School

Los Olivos, CA

For 12 years, Chad Stacy served as CFO at Dunn School, a 250-student day and boarding school for grades 6-12 in Los Olivos, California. In that time, he led the school to a position of greater financial strength, from the aftermath of the Great Recession through the COVID-19 pandemic. His creation and long-term use of a financial sustainability heat map has not only been key to Dunn’s financial health but has also helped other schools that picked up the tool after Stacy shared it in NBOA’s Net Assets magazine in 2016. In fall 2022, Stacy transitioned to serving as director of the Robert W. Jurgensen Entrepreneurship Program at Dunn. He had previously mentored student entrepreneurial efforts across campus, such as a student investment program, and in his current role, he oversees real world student-led consulting and business efforts. Before Dunn, Stacy served as director of finance at Literacy Pittsburgh for eight years, and he began his career as a certified public accountant at Ernst & Young. He has been a board chair, treasurer, trustee and vestry member for several nonprofit churches, arts and social services organizations.
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CPE Information
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SHRM Information
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HRCI Information
NBOA is a recognized provider of recertification credits. Webinars that have met the HR Certification Institute's criteria to be pre-approved for credit towards aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification will be noted above.