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
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
Schools adjusted their asset allocations in hopes of a stronger 2017.
2 min read
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
“Why do we call it a ‘retreat’ if our purpose is to move forward?”
4 min read
Your school's capital spending ratio reflects the health of its most valuable asset.
2 min read
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Change Management
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Leadership
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Planning
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
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Enrollment
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Facilities
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Financial Aid
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Leadership
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
From the archives: Six small independent schools, four years of 990 data and some universal truths about financial sustainability.
8 min read
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
From the archives: Can lowering tuition rates widen and diversify applicant pools? “Everything is on the table.”
11 min read
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
From the archives: NBOA’s 2015–2016 Facilities Budgeting and Staffing Survey Report illustrates independent schools’ struggles to maintain their biggest assets.
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Independent schools are bracing for upcoming FASB changes. A number of NBOA resources can help.
3 min read
Projections
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Boards and Trustees
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Budget
Good data tells a story clearly, persuasively and impactfully.
3 min read
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Human Resources
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Investments
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
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Risk Management
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
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Planning
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Risk Management
A dashboard tells you where you have been. A “heat map” reveals your progress toward your destination.
8 min read
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
Schools are using reports and models that move school leaders away from minutiae and toward mission-motivated planning and action. “We tell a story.”
10 min read
