Understand the independent school business model, learn to be a good steward of your school's financial resources and work more collaboratively around financial issues.
Learn to engage with employees in an empathetic manner while still clearly conveying important information and safeguarding your school from liability.
Calculate your school's Composite Financial Index (CFI) score — a tool trusted in higher education for decades — and learn how you can use the score and its 4 underlying ratios to think strategically about your school's financial strengths and weaknesses.
Learn the fundamentals of nonprofit accounting and reporting by exploring governance structures, internal control strategies, financial statements and compliance essentials.
Learn about best practices related to payroll including employee classification and overtime pay, deductions and taxability and the complexity of calculating a faculty member’s final paycheck when they leave mid-year.
This course will equip school leaders to identify, document and strategically manage the risks facing independent schools. It covers the principles of enterprise risk management (ERM) and provides tools and resources to institute an ERM program.
Learn best practices related to gift reporting, compliance and donor stewardship, as well as how to develop a successful and strategic partnership between the financial and development functions at your school.
Learn tactical best practices related to the financial aid process to enhance the strategic partnership between the business and admissions offices and ensure long-term success.
82% of K-12 schools have experienced a cyber incident. This webinar equips business and technology leaders with practical tactics for cyber threat detection, response, and prevention, safeguarding their schools' financial and reputational integrity.
Learn how the One Big Beautiful Bill Act will impact schools, with CLA’s John Toscano and Laura Kenney. Topics will include fundraising, 1099s, green energy credits and Scholarship Granting Organizations (SGOs).
This session will highlight common errors in assessing and enhancing your school's 401(k) or 403(b) benefit plan management, and how to sidestep them. Learn efficient management techniques, reducing risks and ensuring participant satisfaction.
Schools face the new reality of changing demographics & the reduction of the number of families. Session participants will learn how to evaluate the right size of the school to ensure the long-term sustainability of the financial & strategic model.
The upgraded LRFM helps you model tuition, staffing, and revenue over 10 years. Build confidence in your school’s financial decisions—before they’re made.
