Financial Management

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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
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  • Facilities
  • | Pandemic
  • | Planning

Considerations for Reopening Independent School Campuses This item is protected.

School leaders will need to rethink everything from physical space to agreements to funding sources.
17 min read
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Business Intelligence  

  • Cash Management
  • | Research
  • | Tuition

Business Intelligence: Annual Giving, Endowment Returns Held Steady in Fiscal 2019

While annual giving did not dip precipitously, most schools shouldn’t count on it to fill the gap between net tuition and expenditures.
3 min read
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  • Budget
  • | Cash Management
  • | Pandemic

COVID-19 Budget Impact Survey: How Will We Pay for It? This item is protected.

Most schools predict an increase in financial aid budgets and a decrease in annual giving, according to NBOA’s recent 3-minute survey.
4 min read

CEO Notebook  

  • Membership
  • | Planning
  • | Publications

Practical Guidance During Unprecedented Times

An updated and enhanced member resource is available today.
3 min read
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  • Cash Management
  • | Cybersecurity
  • | Risk Management

Double Take: Preventing Financial Cybercrime This item is protected.

No school is immune from the rising threat of financial cybercrime. Accounting, tech and legal insights help keep everyone on their toes.
12 min read
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  • Budget
  • | Crisis Management
  • | Pandemic

COVID-19: Bracing for Impact

Business officers discuss priorities, decision-making processes, possible financial impacts for the current and future fiscal years, and more.
7 min read
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Business Intelligence  

  • Cash Management
  • | Enrollment
  • | Tuition

Business Intelligence: Landmarks in a Disrupted Landscape

Schools are considering revenue and expense levers beyond tuition and financial aid to plan a viable future.
4 min read
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  • Budget
  • | Cash Management
  • | Planning

Building Blocks for a Stronger Financial Future This item is protected.

Generating long-term projections and ensuring spending aligns with mission will help your school thrive and adapt to changing circumstances.
7 min read
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Risk & Compliance  

  • Legal
  • | Planning

Risk & Compliance: Creative Accommodations

Handling increased requests for student accommodations requires keeping an open mind while not altering standards or veering away from mission.
6 min read
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Strategies  

  • Cash Management
  • | Financial Aid

Strategies: Explaining Aid

Three tools to communicate financial aid decisions more clearly may help mitigate families’ confusion and bargaining.
5 min read

Projections  

  • Enrollment
  • | Financial Aid
  • | Planning

Projections: What a Difference a Decade Makes

The unspoken rules of handling financial aid have changed. A focus on pricing, discounting and NTR will help us secure true financial viability.
4 min read

CEO Notebook  

  • Budget
  • | Planning

The BIIS Journey: Get on Board by October 11

Access data and tools that will help you lead your school to financial success.
3 min read
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Business Intelligence  

  • Financing
  • | Planning

Business Intelligence: Financial Planning Tools Get an Upgrade

Improvements to the BIIS data collection platform and The NBOA Financial Dashboard should make budgeting and planning that much easier.
3 min read