NBOA Library

  • Key Technology
  •   |   Technology

Questions to Consider When Evaluating New Technology

Nov 2, 2022, 9:15 AM
Use this checklist to evaluate new technology, including the solutions showcased at the virtual 2022 NBOA Solutions Summit: Business Office Technology, November 9 & 10 from 12:30 p.m.-4 p.m. ET.
  • Accounting
  •   |   Boards and Trustees
  •   |   Budget

Sample P&L and Balance Sheet

Oct 18, 2022, 4:12 PM
This sample balance sheet was created by long-time business officer Jim Pugh. See the accompanying Net Assets article for recommendations on how to use it and customize it. 
  • Admission
  •   |   Enrollment
  •   |   Financial Aid

From Financial Aid to Flexible Tuition: Changing the Conversation

Oct 7, 2022, 11:52 AM
Indian Creek School stabilized enrollment and enhanced its value proposition by switching from financial aid to “flexible tuition.” Here is an executive summary of their 2019 NBOA Annual Meeting presentation on the topic.
  • Cybersecurity
  •   |   Risk Management
  •   |   Technology

Guidance on Cybersecurity Insurance

Oct 6, 2022, 8:59 AM
This guide provides key considerations for the independent school business officer and tech director as they work together to purchase and renew the school's cyber insurance policy. By ATLIS & NBOA.
  • Budget
  •   |   Enrollment
  •   |   Marketing

The 2022 Independent School Cost-Per-Enrollment Study

Sep 15, 2022, 11:09 AM
This joint research report from the EMA, NAIS and NBOA provides a formula for estimating the cost to enroll a student, customizable to individual schools, and also national trend data.
  • Boards and Trustees
  •   |   Governance
  •   |   Leadership

New Trustee Orientation on School Finances Spreadsheet

Sep 14, 2022, 9:31 AM
Created by former business officer and NBOA founding member Jim Pugh to guide business officers to what would be helpful to present to new board members during orientation. Business officers may tailor the presentation to the most pressing issues.
  • Gift

Gift Letter Template

Aug 31, 2022, 12:23 PM
Here is template for a gift letter provided by a member school.
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  • Labor Law
  •   |   Salary
  •   |   Timekeeping

Variable Wage Calculator

Jul 9, 2022, 8:11 AM
This tool is intended to assist schools in calculating the weekly wages of an employee who holds multiple positions which are paid at different rates. This tool was designed to comply with the FLSA.
  • Employment
  •   |   Human Resources
  •   |   Leadership

Your HR Dashboard: Metrics to Support Your Mission

May 20, 2022, 2:37 PM
Learn which staffing metrics you should be tracking and how your school leadership can use them to implement sound personnel management strategies.
  • Enrollment
  •   |   Leadership

Admission Metrics You Should Watch in 2021

May 20, 2022, 2:30 PM
This session will cover the top metrics to keep your eye on to better understand how your school is performing in the areas of admissions and enrollment. We’ll explain how they’re calculated, why they’re important, and how they can best be improved.