Financial Management

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Business Intelligence  

  • Endowment
  • | Research

Business Intelligence: Larger Data Sets, Improved Tools

Look for new ways to filter data, create presentations and study endowment data with the latest BIIS updates.
3 min read
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  • Endowment
  • | Research

Independent Schools Report 25.8% Return on Endowment Assets for FY2021 This item is protected.

More independent schools are exploring responsible investing policies and practices.
4 min read
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Strategies  

  • Financing
  • | Reports

Financial Reporting in a Flash

Focusing on 19 key financial indicators over nearly 20 years has helped one business officer ensure her school leverages resources for maximum impact.
6 min read
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Business Intelligence  

  • Enrollment
  • | Financing
  • | Salary

Business Intelligence: Fewer Students and More Staff Signal New Paradigms

While enrollment has declined slightly over the past few years, staffing has increased. How can schools offset increased costs?
4 min read
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  • Financing
  • | Investments
  • | Technology

FAQ: Cryptocurrency and the Business Office

What business officers need to know about the latest changes in technology and digital strategy.
3 min read
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  • Pandemic
  • | Tax

Employee Retention Credit Accounting Guidance for Independent Schools

Thorough and consistent documentation is key to success.
4 min read
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  • Audit
  • | Technology

The Future of Auditing in Schools

With careful planning, a mostly remote audit can improve teamwork and more meaningful communication between auditors and school staff.
7 min read
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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