NBOA Industry Guidance

NBOA produces guidance and thought pieces to help business officers, heads of school and other independent school leaders understand pressing issues in the areas of school finance and operations, launch discussions and take action. Sometimes produced in collaboration with business partners that serve the independent school community, these publications are available FREE to NBOA members and for purchase for nonmembers. For NBOA’s research publications, see the Research Reports page.

Questions? Email publications@nboa.org or call 202-407-7140.

Pandemic Field Guide

Operating Guidance for Independent School Pandemic Management

COVID-19 Field Guide

This comprehensive field guide outlines how independent school leaders can effectively manage their campuses during the COVID-19 pandemic, as students, faculty and staff return on a regular basis. The thorough, yet accessible 150-page eBook details how to track, assess and adjust the full range of campus activities, including: communication, health screening policies, preventative measures, isolation and quarantine procedures, cleaning and disinfection, ventilation and plumbing, physical fitness, dining services, student activities, athletics, childcare, campus residences and more. Experts from Environmental Health & Engineering have drawn on scientific authorities as well as interviews with dozens of independent day and boarding schools to develop guidance that takes into account a range of school sizes, locations and populations while outlining best practices specific to independent schools. Special thanks to Fred C. Church Insurance for their generous financial support.

Released: 2020

NBOA Members   Nonmembers

Free for members  |  $299 for nonmembers*

Note: This field guide is available to NBOA members as an eBook (rather than a direct download). Members will “purchase” the book for $0 and set up an account in the NBOA bookstore to access the eBook.

Practical Guidance

Practical Guidance for Independent School Business Operations

An Assessment Tool

For schools to secure their financial health in perpetuity, they must have clearly defined operational policies and procedures as well as sound fiduciary practices. The 60 fully revised guidelines in the second edition of “Practical Guidance” cover four key areas: governance, finance, facilities and operations, and human resources. Each guideline includes a range of evidence of achievement, divided into three categories: baseline practices, exemplary practices and red flags, which should help schools identify areas of concern. This assessment tool includes an interactive action-planning worksheet to help leaders prioritize action items for their own purposes or in preparation for an accreditation or reaccreditation visit.

Released: 2020

NBOA Members   Nonmembers

Free for members  |  $179 for nonmembers*

Wage and Hour Issues

Wage and Hour Issues Facing Independent Day and Boarding Schools

Many independent schools struggle to understand and maintain compliance with federal and state wage and hour laws, specifically those dealing with the proper classification and compensation of school employees. These laws often do not apply neatly to schools’ needs or diverse workforces, which include employees who work part-time, on contract or on a flexible schedule, or fulfill residential, travel and/or extracurricular duties. Authored by attorneys at Schwartz Hannum PC, this white paper seeks to help school administrators more easily classify these distinct positions.

Released: 2019

NBOA Members   Nonmembers

Free for members  |  $39 for nonmembers*

Mergers and Acquisitions

Mergers and Acquisitions

Legal, Financial and Tax Considerations for Independent Schools

As market conditions and demographics change, more schools are considering merging with or acquiring a neighboring independent school. This white paper includes information on nonprofit mergers and acquisitions, suggestions for kickstarting leadership conversations, processes for assessing a potential partner, types of school combinations, and key areas of due diligence, among other insights specific to independent schools. Leaders from three national firms — LearnCollab, Venable and CliftonLarsonAllen — authored the paper, which is framed by introductory remarks by NBOA President and CEO Jeffrey Shields.

Released: 2019

NBOA Members   Nonmembers

Free for members  |  $39 for nonmembers*

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