Senior Leaders Seminars

Senior Leaders Seminars

NBOA is offering two preconference Senior Leaders Seminars prior to the start of the 2019 NBOA Annual Meeting. For seasoned business officers and other independent school leaders, the seminars will be held on Sunday, March 3 from Noon - 4:00 pm.

  • The Composite Financial Index: Analyzing and Communicating School Financial Health

    The composite financial index (CFI) is a sophisticated tool originally designed for higher-education institutions and recently updated and adapted for independent schools. Comprised of four key underlying ratios, the CFI compels simplified yet meaningful strategic financial analysis and conversations between the chief business officer, head of school and board of trustees. Attendees will explore their custom CFI score and model conversations with school leadership that will help implement this method of tracking and impacting school financial health within their institution. Learn more »

  • Enterprise Risk Management: A Strategic Approach to Mitigating Uncertainty

    Focused on your school's strategic plan, this workshop covers best practices for a customized approach to independent school enterprise risk management (ERM), supported by industry research. More than obtaining sufficient insurance coverage for the school, which is vital, ERM considers all aspects of a school's potential to thrive by mitigating as many risks as possible. Through practical guidance of industry experts, you'll explore the processes schools should undergo as well as the stakeholders you should involve in an institution-wide risk management program. Learn more »