Essentials of the Business Office: Course Details


The complete course is four weeks, from April 1 - 26, 2019.

The class is conducted in a Learning Management System, which places greater responsibility on the learner than other traditional professional development programs. Classes are conducted asynchronously, so there is no single time each week when participants are required to be online. However, participants should commit to spending approximately 4 hours on the class each week.

Coursework and assignments for each week open on Monday morning, and should be completed by the following Sunday evening. Grace periods are given, but interaction is more effective when the entire class is working on the same topic. Participants will connect and collaborate with each other through several forms of interactive media, including short videos and discussion boards.

Certificate of Completion

A registrant interested in obtaining a Certificate of Completion for a course must complete the program and earn the Course Completion badge. A certificate will only be issued to a registrant who has earned this badge.

Course Description

Week 1: Business Operations

Survey the business officer's areas of responsibility (either direct or indirect) from an enterprise perspective. Understand how your school's mission is implemented and how it translates financially, which are fundamental keys to institutional success. Explore the characteristics and behaviors that lead to greater mission alignment and financial sustainability.

Week 2: Faculty/Staff and Facilities

An independent school's biggest assets are its faculty members and the buildings they occupy. These also represent the major proportion of expenses. Creating a culture where employees feel valued and honored for the work they do, and providing and maintaining an inviting space in which students can learn is the business officer's responsibility. Learn how those costs relate to overall school finances.

Week 3: Students and Families

The partnerships between the business office and admissions and the business office and the development office are core to the school fulfilling its mission. Understand how these two departments interface with your families and your office to promote the school's overall financial health.

Week 4: Additional Resources

The independent school business officer community is one of great collegiality and resourcefulness. This week will survey a number of additional business officer responsibilities and describe the resources, from NBOA and others, that can help you fulfill them.


SHRM Information

Credit Hours: 12

Category: Business Acumen

NBOA is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). This program is valid for 12 PDCs. For more information about certification or recertification, please visit


HRCI Information

Credit Hours: 12

Category: HR Business

NBOA is a recognized provider of recertification credits. HR Certification Institute® pre-approved this program for 12 HR Business credits towards aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification.


NBOA Summer 2019 Webinar Series

New Summer Webinar Series: Innovations in Independent School Business Models

Learn about forward thinking solutions and strategies designed to address the unprecedented challenges around issues of enrollment, financial aid, sustainability and value perception this summer in NBOA's Summer Webinar Series. All webinars take place at 4:00 PM ET and are FREE to NBOA Members and $89 for nonmember schools.

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