Transparent, Impactful Financial Analysis and Reporting

| Webinar


Given the pressures that independent schools face today, schools’ financial reporting is under heightened scrutiny. Developing methodologies to analyze a school’s financial position can have a considerable positive impact without significant work. In digging deeper into data and employing peer and aspirational benchmarking comparisons, business officers will not only address an important need in the financial reporting process, but also propel planning processes for the leadership team and board of trustees. This program will include an interactive discussion on how to create and use valuable tools in analyzing school results and projecting financial outputs. 

Learning Objectives: Participants will learn different tools and methodologies that may be utilized in analyzing a school’s financial condition using data and peer comparisons.


Members: Free
Nonmembers: $99.00


Credit Information

CPE Credit

Field of Study: Accounting
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


Robert Cordero

Robert Cordero, CPA

Partner, Independent School Practice Leader

PKF O’Connor Davies

White Plaines, NY

Robert Cordero is the leader of PKF O’Connor Davies’ education and independent school practices and has more than 18 years of experience in public accounting. He specializes in auditing and business consulting, working with several types of organizations, including educational institutions, foundations, general charities, and other fee-for-service not-for-profits, including national and international organizations. Cordero is a frequent lecturer and presents continuing professional education courses to members of the firm’s staff. He has authored numerous accounting articles and is a member of the firm’s Governance Committee. Recently, Cordero has had the honor of being identified as one of the Westchester Business Council’s 2016 Rising Stars and received the “Forty under Forty” award.

Ann Marie Tidona

Director of Finance, Operations, and Strategic Projects

Friends Academy

Locust Valley, NY

Director of Finance, Operations & Strategic Projects at Friends Academy, Ann Marie is certified public accountant and an experienced finance and operations director with a demonstrated history of working in K-12 education management.  Skilled in nonprofit organizations, budgeting and forecasting, strategic planning, human resources, debt financing, endowment and investments, regulatory compliance and risk management Ann Marie has served as Chair and Conference Chair of the Business Affairs Council of the New York State Association of Independent Schools, and as an Officer and Board Member of the Independent Data School Exchange.  Ann Marie currently serves as the Board Treasurer for the National Business Officers Association.  Ann Marie is the recipient of the 2008 Will J. Hancock Award and is a frequent presenter and accreditation team member.

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CPE Information
NBOA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


SHRM Information
NBOA is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). Webinars that have met SHRM's criteria to be pre-approved for recertification credit will be noted above. For more information about certification or recertification, please visit


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.