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2007 SAIS-NAIS Winter Retreat - Documents
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SAIS-NAIS Winter Retreat

Balancing the Financial Scorecard: Key Indicators of Independent School Health and Capacity 

Please see the documents and presentations linked to below from the 2007 Winter Retreat.

Tracking Trends
Donna Orem, COO

Please follow this link to open the PowerPoint presentation: http://www.nais.org/resources/article.cfm?ItemNumber=149247.

Financing Sustainable Schools:
The NAIS Six-Step Plan for Financial Equilibrium
Pat Bassett, President

Please follow this link to open the PowerPoint presentation: http://www.nais.org/resources/article.cfm?ItemNumber=146585.

 

For a narrative version of the 10-Year Trends, see the "Schools and Money" issue of Independent School (Fall 2003), specifically the "Financing Independent Schools for the 21st Century" column. Or click on this link: http://www.nais.org/publications/ismagazinearticle.cfm?Itemnumber=147114&sn.ItemNumber=145956&tn.ItemNumber=145958

NAIS' workbook, Financing Sustainable Schools, is available for purchase online at this link: http://transact.nais.org/Purchase/ProductDetail.aspx?Product_code=B94

Also NAIS holds a three-day Financing Schools Institute (FSI) designed for schools' leadership teams to attend to identify financial challenges and construct solutions for overcoming them. See details on FSI on the NAIS website (www.nais.org) or at this link: http://www.nais.org/events/institute.cfm?ItemNumber=148065

Benchmarking Performance
Mark Mitchell, VP, School Information Services

Please CLICK HERE to open the PowerPoint presentation.

Putting Your Vision in Motion
Corey McIntyre, CFO

Please CLICK HERE to open the PowerPoint presentation.

 

 

 

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