NBOA's comprehensive program designed to give business officers new to their position a step-up and prepare them to be effective leaders in their school community
Today's independent school business officer is expected to be a master of many trades, including financial guru, strategic partner to the Head, and project manager for large construction projects. In this one-day seminar taught by experienced business officers, we will explore the increasingly complex role of the business officer in independent schools and provide a forum to create relationships with peers and mentors that will serve participants long after the end of the Institute. Scheduled topics include financial management and budgeting; enrollment and collections; facilities management; and important relationships.
 
Thursday, October 16th
| 8:00 - 8:30 |
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Registration and Continental Breakfast |
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| 8:30 - 10:00 |
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Leading Effectively: Best Practices for Business Officers
The profession of business officer has changed dramatically over the past couple of decades. Today's independent school business officer is expected to be a master of many trades, from being the head’s strategic partner to project manager for large construction projects. This session will explore the increasingly complex role of the business officer in independent schools and review best practices for those new to the job. |
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| 10:00 - 10:15 |
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Break |
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| 10:15 - 11:45 |
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Budgeting and Financial Modeling
While most business officers come to the job with some sort of financial background, the way schools manage their finances can seem like a whole new world. This session will address the major aspects of independent school financial management, including the budget timetable, key financial drivers, reporting to the Head and Board, benchmarking, and the basics of long-term financial modeling. |
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| 11:45 - 12:45 |
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Lunch |
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| 12:45 - 2:00 |
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Facilities Management
The business officer is expected to ensure that the school's facilities are clean and safe, and that students and teachers have what they need to meet their needs. This session will explore areas of concern, including custodial and maintenance management, funding of maintenance, and oversight of renovations and construction projects. |
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| 2:00 - 3:00 |
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Enrollment Collections
Even if a school is fully enrolled and has a waiting list, collecting tuition from families can pose a challenge. This session will offer strategies for minimizing receivables and ways in which the enrollment contract can be used to hold parents accountable. |
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| 3:00 - 3:15 |
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Break |
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| 3:15 - 4:30 |
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Financial Aid
Most business officers are involved in their school’s financial aid process. This session will cover such topics as policy development, best practices, tools for aiding in award decisions, and the use of financial aid to enhance admission goals. |
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Registration Fees
NBOA Members: $325
Non-Members: $435
Discount
The New Business Officer Institute will be one day, preceding the Issues in Independent School Law seminar on October 17th. Attend both seminars and receive a $50 discount.
For NBOA policies regarding refunds and program cancellations, please click here.
Location and Hotel
Accommodations will be provided by the Doubletree Guest Suites Tampa Bay. The room rate is $129/night plus taxes. There is a free shuttle from the airport to the hotel. Click here to make your hotel reservation.
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CPE credit is offered for this event:
Course Level: TBD CPE Hours: TBD Field of Study: TBD
Prerequisites: None Instructional Method: Group-live
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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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville,TN, 37219-2417. Web site: www.nasba.org |
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