Workshops

Workshops are an opportunity to deep dive into a specific issue area and will often center around building a tool for your school in a hands-on immersive approach. This 3–4 hour online format will include instruction on and discussion of the topic and then time for the participant to build or create their own version and plan for implementation, while being able to query instructors and peers.

While we encourage participants to attend as a team, each person must register separately.
Workshops are not recorded because live participation is critical to the experience
and the policy allows participants to share freely. 

Group Discount

NBOA offers a discount for multiple participants from the same school or organization registering for the same workshop. The first participant registers at the full workshop price. Beginning with the second registrant, each additional participant from the same school or organization will receive a $100 discount. The discount is automatically applied at checkout.

Questions? Email programs@nboa.org or call 202-407-7140.

The Employee Supervision and Management workshop is also available for Individual Schools as a private, virtual workshop designed to deepen supervisors’ understanding of workforce management best practices and to align supervisor training with the school’s mission and goals.

Learn More

Leadership

Cash Flow Forecasting

A customizable, stand-alone cash flow forecast designed to equip independent schools with a powerful tool for smarter, faster financial decisions.
Members: $320 | Nonmembers: $450

Upcoming Dates

December 2, 2026

Register

Critical Incident Preparation and Response

Learn how your school’s leadership team can prepare an efficient and effective response to critical incidents.
Members: $320 | Nonmembers: $450

Upcoming Dates

None at this time.

Effective Financial Governance and Leadership in Independent Schools

This workshop will empower trustees, heads of school and CFOs to strengthen fiduciary stewardship and governance, align financial decisions with mission, and partner in sustaining the long-term health and strategic direction of their schools.
Members: $320 | Nonmembers: $450

Upcoming Dates

None at this time.

Employee Performance Management for Supervisors

Many supervisors are uncomfortable raising the issue of performance gaps with their employees. This workshop will provide supervisors with the skills they need to effectively supervise multiple generations and challenging employees.
Members: $320 | Nonmembers: $450

Upcoming Dates

None at this time.

Employee Supervision & Management in Independent Schools

Effectively leading and managing a department is about more than supervising employees, but effective supervision is essential to the success of your department and your school.
Members: $320 | Nonmembers: $450

Upcoming Dates

September 30, 2026

Register

Managing Operations and Risk in Auxiliary Programs

Learn practical strategies to manage risk, strengthen operations, enhance safety, oversee vendors and facilities, and grow successful auxiliary programs that support your school's mission and revenue goals.
Members: $320 | Nonmembers: $450

Upcoming Dates

November 3, 2026

Register

Finance

Essentials of Finance & Accounting for Independent Schools

Explore the areas of responsibility within independent school business and finance from an enterprise perspective. Understand how your school's mission is implemented and how it translates financially, which are fundamental keys to institutional success.
Members: $320 | Nonmembers: $450

Upcoming Dates

None at this time.

Executing an Effective Financial Aid Strategy: Integrating Policies with Practices

The workshop will empower you with the skills and resources to prioritize awards as you address complex files, enhance your financial aid policies and procedures, and contribute to achieving critical schoolwide goals.
Members: $320 | Nonmembers: $450

Upcoming Dates

October 1, 2026

Register

Finance Fundamentals for Auxiliary Leaders

Designed for auxiliary leaders, this practical workshop demystifies school finance. Learn to build budgets, analyze program performance, manage risk, improve profitability, and make data-informed decisions that strengthen your school's mission.
Members: $320 | Nonmembers: $450

Upcoming Dates

October 27, 2026

Register

NBOA Long-Range Financial Model for Independent Schools Workshop

The NBOA Long-Range Financial Model for Independent Schools is a powerful, customizable 10-year budget model. While the tool is straightforward, finding the time to get started is often not. This workshop provides momentum to get it going at your school.
Members: $320 | Nonmembers: $450

Upcoming Dates

December 1, 2026

Register

Strategic Financial Goal Setting for Independent School Leaders

Learn how to develop and set financial goals to advance your school’s sustainability and create a well-reasoned plan to achieve your strategic goals.
Members: $250 | Nonmembers: $350

Upcoming Dates

None at this time.

Human Resources

Considerations for Employee Benefits

Discover the most common benefits programs and structures as well as emerging ones, best practices to stay in compliance, and cultural considerations for implementation.
Members: $320 | Nonmembers: $450

Upcoming Dates

October 15, 2026

Register

Designing an HR Dashboard: Strategically Leveraging Your Data

Join experts in independent school human resources and learn how to use NBOA’s HR Dashboard to meet your school’s goals. Determine which datapoints will best convey your school’s unique staffing story to school leadership and the board.
Members: $320

Upcoming Dates

None at this time.

Essentials of Human Resources for Independent Schools

HR Compliance in a Culture-Rich Environment
Members: $320 | Nonmembers: $450

Upcoming Dates

September 29, 2026

Register

HR Compliance: Self-Audit Best Practices

This workshop will enhance your understanding of key areas of federal human resources compliance and empower you with the knowledge and tools to conduct a self-assessment of your school's human resources practices and policies.
Members: $320 | Nonmembers: $450

Upcoming Dates

None at this time.

Leave Accommodations in Independent Schools

Learn about best practices related to employee leave and how federal leave laws intersect and overlap.
Members: $320 | Nonmembers: $450

Upcoming Dates

October 29, 2026

Register

Organizational Design in Independent Schools

Design jobs that maximize the efficiency of your school’s faculty and staff and prepare the school to meet the challenges of a changing educational landscape.
Members: $320 | Nonmembers: $450

Upcoming Dates

October 13, 2026

Register

Strategic Change Management for Human Resources

Identifying opportunities and effectively adapting to new challenges related to staffing and professional development creates a more resilient independent school.
Members: $320 | Nonmembers: $450

Upcoming Dates

October 20, 2026

Register

Wage and Hour Solutions for Boarding Schools

Learn the ins and outs of U.S. federal wage and hour law as they pertain to boarding school environments, including classification, base pay and overtime for roles not commonly found in a day school.
Members: $320 | Nonmembers: $450

Upcoming Dates

November 18, 2026

Register

Wage and Hour Solutions for Independent Schools

Learn the ins and outs of U.S. federal wage and hour law as they pertain to independent schools, including classification, base pay and overtime for staff roles unique to schools.
Members: $320 | Nonmembers: $450

Upcoming Dates

November 4, 2026

Register

Workforce Management in Independent Schools

Learn to anticipate staffing needs and ensure that faculty and staff have both the training and the resources to deliver your school’s mission.
Members: $320 | Nonmembers: $450

Upcoming Dates

October 6, 2026

Register

CPE Logo

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.

SHRM Logo

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.

HRCI Logo

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.

Ask Bo