Catherine Lee Clarke, CFA, is a director and investment officer serving Hirtle Callaghan’s family and institutional clients in the Western Region from the Houston office. Her practice focuses on improving governance and stewardship for her clients.
Understand the independent school business model, learn to be a good steward of your school's financial resources and work more collaboratively around financial issues.
Discover the most common benefits programs and structures as well as emerging ones, best practices to stay in compliance, and cultural considerations for implementation.
Learn to engage with employees in an empathetic manner while still clearly conveying important information and safeguarding your school from liability.
Explore the many responsibilities of business office professionals — from day-to-day finance, operation and risk management to strategic leadership — and how to manage key relationships with the greater school community.
Calculate your school's Composite Financial Index (CFI) score — a tool trusted in higher education for decades — and learn how you can use the score and its 4 underlying ratios to think strategically about your school's financial strengths and weaknesses.
Learn about best practices related to payroll including employee classification and overtime pay, deductions and taxability and the complexity of calculating a faculty member’s final paycheck when they leave mid-year.
Learn best practices related to gift reporting, compliance and donor stewardship, as well as how to develop a successful and strategic partnership between the financial and development functions at your school.
Learn tactical best practices related to the financial aid process to enhance the strategic partnership between the business and admissions offices and ensure long-term success.
Construction project are more complex than ever. Learn the different management roles of a construction project from the owner and architect to the construction manager and other key facilitators.
Access to reliable inflation data and using the most appropriate inflation measure is critical to accurate budgeting and planning. That's why Commonfund produces the Higher Education Price Index (HEPI), an inflation index.
Learn about the research findings from the Tuition Discounting Report for PK-12 Independent Schools: 2021-2023, NBOA's recently released multi-year data analysis.
Research shows sexual incidents between youth make up approximately half of sexual abuse incidents. Through research and collaboration with leading experts, this session explores how schools leverage research to update policies and procedures.
Join Grace H. Lee, NBOA’s legal counsel & partner at Venable LLP, and Michael C. Blacher, chair of LCW’s Private Education Practice Group, as they review recent changes to the law and answer questions about how those changes will impact your school.
