Financial Management

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  • Cash Management
  • | Leadership

Leap of Faith

This small school overcame multiple challenges and expects a bright future under a strategic partnership between the head of school and business officer, now in their third year of working together. “We both took a risk.
10 min read
  • Budget
  • | Planning

A Better Way to Benchmark: Business Intelligence for Independent Schools

A breakthrough data collection platform built by business officers for business officers is coming soon.
3 min read
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  • Accounting
  • | Leadership

Unsung Hero: Elise Murphy, The Lamplighter School

The Will J. Hancock Unsung Hero Award is given to business officers who have made extraordinary contributions to their schools and exemplify exceptional integrity, knowledge and motivation. At the end of each school year
1 min read
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  • Budget
  • | Communication

Explaining the Numbers, Building the Trust

From the archives: Financial rumors, speculation and grumbling can harm community morale. With students from nearly 50 countries, this school’s commitment to financial transparency builds trust, support and confidence am
5 min read
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  • Budget
  • | Employee Benefits

Confronting the Pain of Health Care Costs

From the archives: Facing rising costs and new ACA rules, independent schools take closer looks at alternative models of health care delivery.
12 min read
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Business Intelligence  

  • Budget
  • | Planning

Business Intelligence: The Independent School Composite Financial Index

NBOA–NAIS partnership will spawn new frameworks for strategic conversations about the financial health of independent schools.
3 min read
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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