Financial Management

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Business Intelligence  

  • PPRRSM

Business Intelligence: Shining a Light on PPRRSM

Reserving funds is one way to manage the costs of protecting physical assets.
3 min read
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Strategies  

  • Accounting
  • | Audit

Strategies: Strengthening Your Audit Partnerships and Processes

Creating a partnership with the auditor can help ensure that your school is shown in the best light.
5 min read
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  • Facilities
  • | Planning

Plan for Success: Campus Master Planning This item is protected.

Developing a tactical campus master plan begins with a future vision of the institution that realigns facilities with mission.
13 min read

CEO Notebook  

  • Debt
  • | Financing

Endicott College: A Case Study in Financial Prudence

Can airtight debt management and a focus on student retention help us emerge in a better financial position than before the pandemic?
5 min read
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Mission & Motivation  

  • Investments
  • | Leadership

Mission & Motivation: Next Generation Investors

Sharing real funds with students and mentoring their business and investment acumen has literally paid dividends, in the $100,000s.
5 min read
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Business Intelligence  

  • Cash Management
  • | Financing
  • | Research

Business Intelligence: Benchmarking the Pandemic’s Financial Impact

Initial findings from BIIS 2019-20 data collection reveal that for most schools, both revenue and expenses were up slightly as the school year concluded remotely.
3 min read
Commonfund
  • Endowment
  • | Investments

Independent Schools Report 2.8% Return on Endowment Assets for FY2020 — Lowest Since 2016 This item is protected.

Traditional asset allocations once again outperformed alternative investments, and trends in average annual effective spending rate differed by endowment size.
5 min read
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  • Financial Aid
  • | Pandemic
  • | Planning

PPP Round 2: Determining and Demonstrating Loan Eligibility

Review the criteria that determines if your independent school is eligible for the new round of federal support and how much it may receive, be it your school’s first or second draw.
3 min read
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  • Accounting
  • | Pandemic

PPP Loan Forgiveness FAQs This item is protected.

On Tuesday, December 13, NBOA hosted a webinar on “Navigating PPP Complexities for Independent School Loan Recipients.” Leaders from Truist Bank (formerly BB&T and SunTrust banks), the accounting firm blumshapiro, la
9 min read
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  • Budget
  • | Planning

A Primer on School Finances Scenario Planning

Robust financial scenario planning is pivotal in maintaining operational success and in recovering from disruptions rapidly.
4 min read
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  • Debt
  • | Financing
  • | Planning

Metrics for the Multiverse: Measuring School Financial Health

How strong is your school’s financial bulwark? Some data points mean more than others in a changed environment.
13 min read

CEO Notebook  

  • Cash Management
  • | Governance
  • | Research

What You Said: COVID-19 Financial Impact Pulse Check

Schools are meeting the moment, and enrollment trends are encouraging, but unforeseen expenses are putting a dent in those gains.
5 min read
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Business Intelligence  

  • Planning
  • | Research

Business Intelligence: Now More Than Ever, Data Matters

When facing difficult decisions, a better understanding of peer school financial and operational behavior can help immensely.
3 min read
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Strategies  

  • Boards and Trustees
  • | Governance
  • | Planning

Strategies: Better Financial Fiduciaries

A new book from NBOA helps independent school trustees not only understand school finances but also ask management better questions to drive more strategic discussions.
4 min read
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  • Accounting
  • | Pandemic

Accounting for PPP Loans and PPP Loan Forgiveness

Recording PPP loans in your school's financial statements may not be as straightforward as it seems.
4 min read
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Risk & Compliance  

  • Accounting
  • | Pandemic
  • | Risk Management

Risk & Compliance: Data Safety During a Pandemic

What school staff members need to know as they work from home and handle increased requests for refunds.
7 min read
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  • Facilities
  • | Pandemic
  • | Planning

Using a Feasibility Study To Drive Facilities Decisions

This smaller scale intervention may help schools move forward on planned projects that would otherwise be shelved at this time.
4 min read
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Business Intelligence  

  • Cash Management
  • | Endowment
  • | Investments

Business Intelligence: The Risks in External Revenue

Independent schools’ reliance on alternative forms of revenue may pose problems as significant as heavy reliance on tuition.
2 min read

CEO Notebook  

  • Facilities
  • | Planning

Four Ways To Make Summer Work for You

From reopening campus to scenario planning to managing employee leave and more, these resources should ease your summer workload.
3 min read
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  • Cash Management
  • | Employment

What's in Store?: Operating Campus Stores This item is protected.

In the age of e-commerce, does it still make sense to have a bricks-and-mortar school store?
13 min read