Essentials of School Business for Non-Business Administrators: Course Details

Registration for this program is closed.


The complete course is three weeks, from June 11 - 29, 2018.

The class is conducted on the Haiku Learning Management platform, and requires a willingness to experiment with new applications of technology and greater responsibility on the learner than other traditional professional development programs. Classes are conducted asynchronously, so there is no single time each week when participants are required to be online. However, participants should commit to spending at least 3-5 hours each week the class is in session.

Coursework and assignments for each week open on Monday morning, and should be completed by the following Sunday evening. Grace periods are given, but interaction is more effective when the entire class is working on the same topic. Participants will connect and collaborate with each other through several forms of interactive media, including short videos, and discussion boards.

Certificate of Completion

A registrant interested in obtaining a Certificate of Completion for a course must complete the program and earn the Course Completion badge in the Haiku Learning Platform. A certificate will only be issued to a registrant who has earned this badge.

Course Description

Week 1: Understanding the Fundamental Drivers

What are the financial drivers at your school? Understand how allocation of existing and new resources should reflect the school’s mission.

What are the important figures underlying the revenue side of the equation, including development and admission office activities. Gain an understanding of enrollment and financial aid, including net tuition revenue. On the philanthropic side, learn about endowments, annual and capital fundraising.

On the expense side of the equation, focus will be placed on personnel costs including salaries and benefits, class sizes and faculty student ratios.

Week 2: The Environment Our Schools Operate Within

Join the class in doing an environmental scan to understand the outside factors that drive the finances of your school. The group will consider CPI, Demographics and Median Family Income. Discuss why tuition has gone up more than CPI for the past decade.

Explore in-depth tuition and financial aid, and what questions can help us understand our schools position on net tuition and financial aid as compared to peer institutions.

Week 3: Bringing It Together & Thinking About Your Roles

Pressure Points within Schools - Admissions, Development, and Class Size & Workload

Learn which questions are relevant to ask to understand the financial sustainability of different aspects of your school. School budgets need to stay in equilibrium: learn what happens when one financial lever gets pulled and therefore, which lever then needs a push?

Building a Connection to Your Business Office

Learn how to ask questions to get the information you need from your budgets and financial statements. Learn the role of the Business Office and the many different interests a CFO juggles every day at your school.



Your #1 Summer Read: By the Numbers and Beyond

NBOA's authoritative guide to independent school business operations, By the Numbers and Beyond, is now available in print and ebook editions. With 15 chapters covering everything from tax-exempt financing to transportation and food services, By the Numbers will have you more than prepared to tackle any obstacle the 2018-2019 school year throws at you.

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