This Excel file provides two ways to present the operating budget to the board as it prepares the budget: a sensitivity analysis, ideal for the finance committee, and a waterfall chart, which is ideal for the full board. This was created by Jim Pugh.
This form was created by longtime business officer Jim Pugh. In October or early November, business officers should distribute the form to anyone in the school who submits a budget. See the accompanying Net Assets article for more information.
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.
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.
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.
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.
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.
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.
A tool for independent school professionals to assess the inclusivity of operational policies and processes. Thirteen simple checklists allow school leaders to understand where the school is thriving and where they might improve.
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