The NBOA Long-Range Financial Model for Independent Schools is an easy-to-use, customizable 10-year budget model, developed in a sophisticated Excel workbook. The model was updated and re-released in 2020 to support both day and boarding schools. While the tool itself is straightforward and accessible, sometimes finding the time to get started is not, and you need some momentum and support to get going. In the workshop, you will receive instructions on loading the model and learn the necessary assumptions to use the tool effectively. Participants will also learn about the reporting and graphing tools that can be used in presentations for the head of school, leadership team, finance committee and board of trustees. Above all, participants will carve out time to load data into their own copy of the model and develop the assumptions while having access to the instructor(s) who can answer questions.
Learning Objective(s): Participants will assemble and utilize the appropriate baseline data to load the NBOA Long-Range Financial Model for Independent Schools and formulate the assumptions needed to use the tool.
NBOA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
NBOA is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). For more information about certification or recertification, please visit www.shrmcertification.org.
NBOA is a recognized provider of recertification credits. HR Certification Institute® pre-approved this program for credits towards aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification.
