NBOA produces guidance and thought pieces to help business officers, heads of school and other independent school leaders understand pressing issues in the areas of school finance and operations, launch discussions and take action. Sometimes produced in collaboration with business partners that serve the independent school community, these publications are available FREE to NBOA members and for purchase for nonmembers. For NBOA’s research publications, see the Research Reports page.
Questions? Email publications@nboa.org or call 202-407-7140.
Released: 2026
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Free for members | $195 for nonmembers
With cyber crime on the rise and preschool-grade 12 schools increasingly common targets, independent schools must have up-to-date cyber insurance. This fully updated guide produced by the Association of Technology Leaders in Independent Schools (ATLIS) and NBOA provides independent school business leaders need-to-know information on:
Released: 2025
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Inclusivity and equity are critical to creating a welcoming environment across an independent school — not just in the classroom, but in business operations as well. NBOA’s Operational Equity and Inclusion Inventory helps school leaders assess the inclusivity of operational policies and processes through 13 simple checklists in the areas including:
This interactive PDF, available exclusively from NBOA, allows leaders of each operational department to identify where the school is thriving, where they might improve and next steps for doing so.
Released: 2025
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A not-for-profit school will pay more taxes than you’d think. This comprehensive guidance written by CliftonLarsonAllen (CLA) and published by NBOA provides authoritative explanation of:
Released: 2022
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As market conditions and demographics change, more schools are considering merging with or acquiring a neighboring independent school. This white paper includes information on nonprofit mergers and acquisitions, suggestions for kickstarting leadership conversations, processes for assessing a potential partner, types of school combinations, and key areas of due diligence, among other insights specific to independent schools. Leaders from three national firms — LearnCollab, Venable and CliftonLarsonAllen — authored the paper, which is framed by introductory remarks by NBOA President and CEO Jeffrey Shields.
Released: 2019
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Free for members | $75 for nonmembers*
Many independent schools struggle to understand and maintain compliance with federal and state wage and hour laws, specifically those dealing with the proper classification and compensation of school employees. These laws often do not apply neatly to schools’ needs or diverse workforces, which include employees who work part-time, on contract or on a flexible schedule, or fulfill residential, travel and/or extracurricular duties. Authored by attorneys at Schwartz Hannum PC, this white paper seeks to help school administrators more easily classify these distinct positions.
Released: 2019
Nonmembers Order Members log in here for member access.
Free for members | $75 for nonmembers*
* All sales are final. We are unable to issue refunds for print or e-books.
The upgraded LRFM helps you model tuition, staffing, and revenue over 10 years. Build confidence in your school’s financial decisions—before they’re made.
