When developing your financial aid budget for next year, will you think about how much exposure your school’s endowment has to stocks or bonds? In today’s market environment, the alignment between
The Potomac School made the strategic decision to embark on a capital campaign. After careful consideration, a campaign capital structure was determined, and an existing banking relationship was
Schools undertake construction projects for a variety of reasons and many projects reconfigure spaces for new learning methods, use environmentally sustainable options, and improve overall campus life
Get tips to help your hiring managers and others who play a role in selecting your team all the information available to them to make the best hiring decisions possible.
This report, created from an analysis of 2015-2017 trend data from the largest schools in NBOA's Business Intelligence for Independent Schools (BIIS) data collection platform, explores key financial
Learn budget tips, items with inconsistent budget treatment and where to use benchmarking. Review the budget calendar and learn the levers that drive budgets and how to model them. Also included is a
In schools, the accepted best practice is to first conduct a physical audit of the facility and then forecast financial needs, based on the actual condition and expected remaining lives of major
Financial auditors, with years of school experience, were asked, "If you were on the school board, what questions would you be asking the auditor?" Discuss the top 10 questions the survey revealed and
Field trips, team travel, conferences, coaches and volunteers all represent significant driving exposures to schools. Learn some easy ways to control these risks and reduce the potential for negligent
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.
