Workshops

NBOA Long-Range Financial Model for Independent Schools Workshop

The NBOA Long-Range Financial Model for Independent Schools is an easy-to-use, customizable ten-year budget model, developed in a sophisticated Excel workbook. The model was updated and re-released in 2020 to support both day and boarding schools. While the tool itself is straightforward and accessible, sometimes finding the time to get started is not, and you need some momentum and support to get going.

Join us for a three-hour Zoom (live) workshop on the tool, in which you will:

  • Receive instructions on loading the model and developing the necessary assumptions to use the tool effectively.
  • Learn about the reporting and graphing tools that can be used in presentations for the head of school, leadership team, finance committee and board of trustees.
  • Carve out time to work on loading data into your own copy of the model and developing the assumptions while having access to the instructor(s) who can answer questions.

Recommended Audience: Business officers, Controllers other business/accounting staff

Learning Objective: Participants will assemble and utilize the appropriate baseline data to load and formulate the assumptions needed to use the NBOA Long-Range Financial Model for Independent Schools.

Pricing Members Nonmembers
Full Registration $195 $295
Registration for this program has reached capacity. If you have any questions, please email programs@nboa.org or call 202-407-7140.

CPE Credit

Field of Study: Finance – Technical
Delivery Method: Group Live Based
Program Level: Basic

Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 3.0

HRCI Credit

Recommended HRCI Credits: 3.0
HRCI Category: HR Business

SHRM Credit

SHRM PDC Credit: 3.0
SHRM BoCK: Business

Instructors

Speaker

Liz Maher, CPA, MBA, Director, Accounting and Tax Programs, NBOA

Liz Maher holds a Bachelor of Science degree in accounting from Marquette University and an MBA from Keller Graduate School of Management at DeVry University. She has worked in public accounting, corporate accounting and independent schools, including four years at Woodlands Academy of the Sacred Heart in Lake Forest, Illinois, most recently as their chief finance and resource officer. Maher brings over 15 years of experience in accounting, finance and tax compliance to her role as NBOA’s director, accounting and tax programs.

Speaker

Mary Kay Markunas, Director, Member Resources and Programs, NBOA

Mary Kay Markunas is NBOA's director, member resources and programs. She supports NBOA's full line of professional development offerings including the NBOA Annual Meeting, Business Officer Institute, webinars and online courses, as well as partnering with other associations serving independent schools. A former independent school business officer, she develops and delivers programs and content related to independent school business operations, leadership and governance, and nonprofit accounting practices. She also directly assists member schools in answering questions and maintaining NBOA’s collection of tools and resources. Markunas joined NBOA in early 2015 after serving as the director of finance and operations at The Avery Coonley School for 12 years. Before joining the independent school community, she worked in corporate finance at a global corporation and in engineering consulting.

CPE

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

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

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.

Featured

NAIS-NBOA Data Entry

DASL/BIIS Financial Operations Open for Data Entry

Gain access to powerful reporting tools in Business Intelligence for Indepenendent Schools (BIIS) like the NBOA Financial Dashboard, the Composite Financial Index (CFI) Calculator and more by entering your data into DASL/BIIS Financial Operations. Data entry is open now through November 19.

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