Financial Management

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  • Accounting
  • | Facilities

Fixed Assets, Unpredictable Accounting This item is protected.

Don't be caught off-guard when it comes to your campus's valuable fixed assets, whatever their condition and stage of life.
8 min read
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  • Endowment
  • | Investments

For Schools' Investment Strategies, It's Steady as She Goes

Normalized interest rates, rising equity yields and greater institutional liquidity: These three trends are helping to shape the investment environment in the early days of the Trump administration, according to executiv
2 min read

CEO Notebook  

  • Budget
  • | Planning

Thriving with a Chronic Condition

Goodbye, William Baumol. And hello, economic reality. It’s time to acknowledge that you’ve been there all along, and you’ll likely outlive us all.
2 min read
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Business Intelligence  

  • Endowment
  • | Investments

Business Intelligence: Losing Ground on Endowment Returns

Schools adjusted their asset allocations in hopes of a stronger 2017.
2 min read

Projections  

  • Leadership
  • | Planning

Projections: Business Leadership to Learn From

The business-savvy head of school assesses the school's financial strengths, supported by the business officer, and pulls the right financial levers to ensure the school thrives. 
4 min read

CEO Notebook  

  • Culture
  • | Planning

When Does a Retreat Help Your School Advance?

“Why do we call it a ‘retreat’ if our purpose is to move forward?”
4 min read
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Business Intelligence  

  • Budget
  • | Financing

Business Intelligence: How Fit Are Your Facilities?

Your school's capital spending ratio reflects the health of its most valuable asset.
2 min read
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  • Change Management
  • | Leadership
  • | Planning

Stronger Together: the Case for School Mergers

Is it time to consider merging with another school? “Everybody wants to be part of a winning team.”
12 min read
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  • Endowment
  • | Enrollment
  • | Facilities
  • | Financial Aid
  • | Leadership

Solutions, Collegiality Light up 2017 NBOA Annual Meeting

More than 1,300 attendees made the Washington gathering the biggest-ever of independent school financial and operational leaders. A recap in tweets.
3 min read
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  • Accounting
  • | Tax

Learning to Love Other Schools’ 990s

From the archives: Six small independent schools, four years of 990 data and some universal truths about financial sustainability.
8 min read
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  • Facilities
  • | Investments

Lessons from the Trenches This item is protected.

From the archives: Economic recovery drives "a perfect storm" of financing for major construction at independent schools. But there’s a new sense of caution this time.
10 min read
  • Budget
  • | Tuition

A Little Off the Top

From the archives: Can lowering tuition rates widen and diversify applicant pools? “Everything is on the table.”
11 min read

CEO Notebook  

  • Budget
  • | Technology

Going All-In for Technology ROI

Is your school making the most of its technology budget? How do you know if faculty, students and staff are fully utilizing new resources?
3 min read
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  • Budget
  • | Facilities

Condition, Condition, Condition: Highlights of the 2015-2016 Facilities Budgeting and Staffing Survey Report

From the archives: NBOA’s 2015–2016 Facilities Budgeting and Staffing Survey Report illustrates independent schools’ struggles to maintain their biggest assets.
2 min read
  • Accounting
  • | Financing

Preparing for New FASB Regulations This item is protected.

Independent schools are bracing for upcoming FASB changes. A number of NBOA resources can help.
3 min read

Projections  

  • Boards and Trustees
  • | Budget

An Appetite for Data

Good data tells a story clearly, persuasively and impactfully.
3 min read
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  • Human Resources
  • | Investments

Default Disruption: Nuts and Bolts of QDIAs

Is it time to reassess your school’s 403(b) default investment strategy? QDIAs gain traction as options for retirement readiness.
5 min read
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  • Accounting
  • | Risk Management

COSO: Don't Get Left in the Dark

Why using COSO’s time-tested framework for internal controls may be in your school’s best interest
7 min read
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  • Key Strategic Finance
  • | Planning
  • | Risk Management

Beyond the Dashboard: The Financial Sustainability Heat Map

A dashboard tells you where you have been. A “heat map” reveals your progress toward your destination.
8 min read
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  • Accounting
  • | Facilities

Q&A with Melissa Orth

The chair of NBOA’s Board of Directors reflects on the not-for-profit difference, the CFO-head of school partnership and the omnipresent topic of financial sustainability.
10 min read

ON THE HORIZON

15

years is the target ceiling for a school plant's financial "age."

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