Essentials of Finance & Accounting for Independent Schools

| Workshop

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In this workshop, we will explore the areas of responsibility within the independent school business office from an enterprise perspective. Understand how your school's mission is implemented and how it translates financially, which are fundamental keys to institutional success. Explore the independent school business model and enhance your understanding of school business operations through instructor-led learning and interactive breakout group discussions with industry peers. Topics covered include financial planning and budgeting, not-for-profit accounting essentials, revenue drivers and expense levers, and the annual business office cycle and related reporting that is needed to ensure compliance from a legal/audit perspective.

Recommended Audience: Business Officers, Controllers, Human Resources Professionals and Business Office Staff

Learning Objective(s):

  • Survey the areas of responsibility of the business office from an enterprise perspective.
  • Understand how your school's mission is implemented and how it translates financially. 

Pricing

Members: $320.00
Nonmembers: $450.00

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Credit Information

CPE Credit

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

HRCI Credit

Recommended HRCI Credits: 3.0
HRCI Category: Finance

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.