NBOA Library

  • Accounting
  •   |   Audit
  •   |   Reports

Delivering the Numbers to Your School’s Diverse Constituencies

Mar 1, 2018, 7:10 PM
Financial reports and key performance indicators (KPIs) inform your constituents about the performance and disposition of your school. These resources influence key decisions made by faculty,
  • Leadership
  •   |   Reports

Concise, Colorful Quarterlies: A Case Study in Board Financial Reporting

Mar 1, 2018, 6:49 PM
One of the Board's primary responsibilities is ensuring the financial stability of its School.  However, Board members bring varying levels of financial acumen and experience to the table and this can
  • Accounting
  •   |   Gift
  •   |   Investments

Capital and Endowment Campaigns: Best Practices for Accounting and Collaboration

Mar 1, 2018, 6:47 PM
With more and more schools embarking on capital and endowment campaigns, it is imperative that the potentially unique and complex transactions be accounted for correctly. Find out how CFOs who have
  • Policy
  •   |   Risk Management
  •   |   Safety and Security

Sample Safety Policies

Feb 23, 2018, 8:42 PM
Samples provided by Saint Mary's Episcopal Day School in Tampa, FLThese policies were provided by a member school to assist other schools looking for guidance in creating their own policies.  NBOA has

Facility Rental Contract for Special Events Location Production

Feb 20, 2018, 3:53 PM
Sample provided by Darrow Milgrim, National Director, Independent School Practice and Camp Programs, Arthur J. Gallagher & Co.

Facility Rental Contract for Weddings

Feb 20, 2018, 3:50 PM
Sample provided by Darrow Milgrim, National Director, Independent School Practice and Camp Programs, Arthur J. Gallagher & Co.

Facility Rental Contract for Special Events

Feb 20, 2018, 3:47 PM
Sample provided by Darrow Milgrim, National Director, Independent School Practice and Camp Programs, Arthur J. Gallagher & Co.
  • Boards and Trustees
  •   |   Tax

Finance Committee Charter from CDS

Feb 9, 2018, 4:56 PM
Sample provided by Community Day School, Pittsburgh, PA
  • Compliance
  •   |   Enrollment
  •   |   Tax
  •   |   Tuition

Family Use of 529 Plan Account for K-12 Education Beginning 2018

Jan 18, 2018, 7:13 PM
NBOA accounting and tax business partner, RSM, prepared this resource to help schools understand the parameters and implications of a family using a 529 plan to help pay for K-12 education as newly
  • Compliance
  •   |   Professional Development
  •   |   Risk Management

Harassment Training Suggested Outline & Logistics

Dec 21, 2017, 6:52 PM
Outline submitted by Lakeside School.This training was provided by a member to assist other schools looking for guidance in creating their own trainings.  NBOA has not conducted an independent legal