Essentials of the Business Office: Course Details


The complete course is six weeks, from April 9 through May 18, 2018.

The class is conducted on the Haiku Learning Management platform, and requires a willingness to experiment with new applications of technology. 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. In addition, for participants wanting CPE credit, four one-hour webinars will be broadcast live. You can receive up to four CPE credits for attending the webinars.

Coursework and assignments for each week open on Monday morning, and should be completed by the following Sunday evening. Grace periods may be given during the course, 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, surveys 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. To receive the course completion badge, a participant must earn a weekly badge for each of the six weeks of the course.

Course Description

Week 1: Financial Planning and Modeling

Understanding how your school's mission is implemented and how it translates financially to your budget are fundamental keys to your success. Participants will learn the components of establishing a budget and how to build transparency around financial performance. Explore the characteristics and behaviors that lead to greater mission alignment and financial sustainability.

Week 2: Accounting and Tax Compliance

FASB changes are upon us. Understand the requirements, timing and process for implementing these changes. We will also focus on some key accounting and tax areas such as the Form 990, accounting for contributions and the taxability of certain employee benefits.

Week 3: The Tuition Management Continuum

The business office is either directly or indirectly involved in the establishment and administration of policies regarding financial aid and tuition assistance. Explore the current issues affecting these areas including online enrollment agreements and their enforcement, financial aid and tuition remission and the partnership between the business office and admissions in managing enrollment and financial aid.

Week 4: Human Resources

There is a breadth of responsibilities that fall under the human resource umbrella. No matter the size of a school, the human resource function is a critical component in creating a culture where employees feel valued and honored for the work they do. This week we will focus on employment contracts, performance management and termination practices as well as employee classification, and will discuss case studies based on likely scenarios.

Week 5: Risk Management

Risk management is now an ever-present responsibility of the business officer. It is a key component to sustain the long-term viability of the school. Creating a culture where everyone feels they are a “risk manager” can be challenging. Learn how the business office can be a leader in this area, along with the tactical pieces of crisis management plans.

Week 6: Facilities

The stewardship of facilities can be a significant role for the business officer. Planning, assessing and budgeting are integral aspects. Review how these pieces are integrated into successful facility management. Examples of facility audits and capital budget spreadsheets will be provided.


CPE Credit

Field of Study: Specialized Knowledge and Applications
Delivery Method: Group Internet-Based
Program Level: Basic

Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 4

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:


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