NBOA Long-Range Financial Model for Independent Schools Workshop

The NBOA Long-Range Financial Model for Independent Schools is an easy-to-use, customizable ten-year budget model, developed in a sophisticated Excel workbook. The model was updated and re-released in 2020 to support both day and boarding schools. While the tool itself is straightforward and accessible, sometimes finding the time to get started is not, and you need some momentum and support to get going.

Join us for a three-hour Zoom (live) workshop on the tool, in which you will:

  • Receive instructions on loading the model and developing the necessary assumptions to use the tool effectively.
  • Learn about the reporting and graphing tools that can be used in presentations for the head of school, leadership team, finance committee and board of trustees.
  • Carve out time to work on loading data into your own copy of the model and developing the assumptions while having access to the instructor(s) who can answer questions.

Recommended Audience: Business officers, Controllers other business/accounting staff

Learning Objective: Participants will assemble and utilize the appropriate baseline data to load and formulate the assumptions needed to use the NBOA Long-Range Financial Model for Independent Schools.

Pricing Members Nonmembers
Full Registration $195 $295
Registration for this program has reached capacity. If you have any questions, please email or call 202-407-7140.

CPE Credit

Field of Study: Finance – Technical
Delivery Method: Group Live Based
Program Level: Basic

Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 3.0

HRCI Credit

Recommended HRCI Credits: 3.0
HRCI Category: HR Business

SHRM Credit

SHRM PDC Credit: 3.0
SHRM BoCK: Business



Mary Kay Markunas, Director, Member Resources and Programs, NBOA

Mary Kay Markunas is NBOA's director, member resources and programs. She supports NBOA's full line of professional development offerings including the NBOA Annual Meeting, Business Officer Institute, webinars and online courses, as well as partnering with other associations serving independent schools. A former independent school business officer, she develops and delivers programs and content related to independent school business operations, leadership and governance, and nonprofit accounting practices. She also directly assists member schools in answering questions and maintaining NBOA’s collection of tools and resources. Markunas joined NBOA in early 2015 after serving as the director of finance and operations at The Avery Coonley School for 12 years. Before joining the independent school community, she worked in corporate finance at a global corporation and in engineering consulting.


Debbie Lee-Rizzi, Chief Financial Officer, The Evergreen School

Debbie Lee-Rizzi has served as the chief financial officer of The Evergreen School in Seattle, Washington, since 2013. Prior to her work with The Evergreen School, she spent ten years managing the finances of independent schools in Hawaii and Virginia. In addition to her duties as CFO, Debbie loves being involved with schools in their daily activities, including working on sustainability efforts and wellness. Debbie holds a B.A. from San Jose State University.


CPE Information

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 submitted to the National Registry of CPE Sponsors through its website:


SHRM Information

NBOA is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). Webinars that have met SHRM's criteria to be pre-approved for recertification credit will be noted above. For more information about certification or recertification, please visit


HRCI Information

NBOA is a recognized provider of recertification credits. Webinars that have met the HR Certification Institute's criteria to be pre-approved for credit towards aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification will be noted above.


Winter Webinar Series

Stay Up-to-Date on Hot Topics in Independent School Business & Business Operations

From endowment spending to hiring and retention strategies, learn about the latest information most relevant to your job as an independent school professional in an easy and accessible format. Webinars are held on select Thursdays at 3 PM ET. 

Recent Discussions