NBOA Long-Range Financial Model for Independent Schools Workshop

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The NBOA Long-Range Financial Model for Independent Schools is an easy-to-use, customizable 10-year budget model, developed in a sophisticated Excel workbook. The model was updated and re-released in 2020 to support both day and boarding schools. While the tool itself is straightforward and accessible, sometimes finding the time to get started is not, and you need some momentum and support to get going. In the workshop, you will receive instructions on loading the model and learn the necessary assumptions to use the tool effectively. Participants will also learn about the reporting and graphing tools that can be used in presentations for the head of school, leadership team, finance committee and board of trustees. Above all, participants will carve out time to load data into their own copy of the model and develop the assumptions while having access to the instructor(s) who can answer questions.

Recommended Audience: Heads of School, Business Officers, Human Resources Professionals and Other School Leaders

Learning Objective(s): Participants will assemble and utilize the appropriate baseline data to load the NBOA Long-Range Financial Model for Independent Schools and formulate the assumptions needed to use the tool.

Pricing

Members: $320.00
Nonmembers: $450.00

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Credit Information

CPE Credit

Field of Study: Finance
Delivery Method: Group Live Based
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 3.6

HRCI Credit

Recommended HRCI Credits: 3.0
HRCI Category: HR (Business)

SHRM Credit

SHRM PDC Credit: 3.0
SHRM BoCK: Business Acumen

Instructor

Mary Kay Markunas

Mary Kay Markunas

Senior Director, Member Resources and Programs

NBOA

Glen Ellyn, IL

Mary Kay Markunas supports NBOA's full line of professional development offerings including the NBOA Annual Meeting, Business Officer Institute, webinars and online courses, and also provides resources and support to members. A former independent school business officer, she develops and delivers programs and content related to independent school business operations, leadership and governance, and nonprofit accounting practices. Markunas joined NBOA in early 2015 after serving as the director of finance and operations at The Avery Coonley School for 12 years. While a business officer, she served on the NBOA board of directors for five years (2010-2015). Before joining the independent school community, she worked in corporate finance at a global corporation and in engineering consulting.

Full Bio »
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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: www.nasbaregistry.org.

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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 www.shrmcertification.org.

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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.