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Accounting
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Leadership
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Technology
Studying accounts payable and student attendance tracking revealed opportunities for larger systems integrations and efficiencies, using AI workflows.
4 min read
Which of the three most common methodologies most closely align with your school’s goals?
5 min read
As costs for materials and labor rise, school leaders are turning to planning, partnerships, and contract management to deliver projects on time and on budget.
15 min read
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Budget
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Contract
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Planning
You don’t have to accept the first price any vendor offers your school. These 12 tips can help you secure the best deal and maximize spend on mission-aligned activities.
4 min read
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Endowment
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Investments
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Risk Management
Getting the balance right between liquidity and long-term growth is essential to meeting future spending needs.
7 min read
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Endowment
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Investments
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Research
The latest Commonfund Study of Independent Schools report shows steady returns, with increasing reliance on them to support operations.
3 min read
Projections
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Accounting
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Human Resources
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Leadership
Controllers and HR Directors have strategic roles to play — if we commit to making space for their voices.
5 min read
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Accounting
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Legal
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Regulatory Updates
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Tuition
IMG Academy was fined $1.72 million for violations of U.S. sanctions laws.
2 min read
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Accounting
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Planning
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Reports
To redesign your chart of accounts, schools need a clear strategy, the right expertise and a focus on usability.
4 min read
Feature
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Gift
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Legal
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Technology
Hopkins School has tapped generative AI to do initial legal research and queries, and also used it to meet donor interests efficiently and with real depth, among other uses.
5 min read
CEO Notebook
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Compensation Strategies
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Leadership
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Planning
This year’s recipients have elevated school financial strategy, advanced groundbreaking compensation research and pioneered AI frameworks for school business operations.
7 min read
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Human Resources
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Legal
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Tax
Annual adjustments from the IRS and Treasury as well as changes in labor law will impact operational costs at independent schools.
3 min read
CEO Notebook
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Culture
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Leadership
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Planning
Authentic leadership, data-informed planning and easier ways to manage risk were among the top themes for the year.
4 min read
A long-held dream to build a performing arts center was made possible by strong financial leadership.
4 min read
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Planning
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Professional Development
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Tuition
A data dive identified top levers schools can pull for financial success.
4 min read
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Budget
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Endowment
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Investments
CPI may not be the best way to gauge inflation for your school – consider an education-specific index that may be more accurate.
7 min read
Recent trends in giving may inspire school leaders to rethink traditional fundraising strategies.
12 min read
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Budget
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Extended Day
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Summer Camp
Analysis of recent school years indicates that most schools with auxiliary programs are turning a profit, with New England schools and schools with a boarding component leading the way.
5 min read
Business Intelligence
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Cash Management
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Research
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Tuition
In 2023–24, most independent schools had a positive working capital ratio.
3 min read
Projections
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Cash Management
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Endowment
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Planning
The markets may shift in the new fiscal year, but independent school business leaders can be prepared.
7 min read
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