Resources by Topic

This valuable collection of resources includes sample documents and templates, NBOA publications and guidance, NBOA Connect conversations, and past program presentations. Many, but not all, have been reviewed by NBOA staff or volunteers and deemed useful to the work of independent school business office professionals. NBOA does not offer legal advice, however, and cannot guarantee the accuracy or suitability of these resources for a particular purpose.

Need a resource that you can’t find? Have a resource that you’d like to share with colleagues? Let us know here.

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Practical Guidance for Independent School Business Operations

The second edition of NBOA’s “Practical Guidance for Independent School Business Operations" is now available, with 60 fully revised guidelines and an interactive action-planning worksheet to help you take inventory of your school's operational and fiduciary policies and procedures. Use each guideline to evaluate whether your school’s practices are “baseline,” “exemplary,” or raise “red flags,” and use the overall assessment and action plan to guide your next steps.

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