Long-Range Financial Model

One of the most complex parts of the school accreditation process is preparing for the section on Financial Sustainability.  In particular, the documentation for long-range financial planning can be challenging for schools.

Great News! PAISBOA and PAIS have teamed up with NBOA to bring you a solution! So please join us on Tuesday, April 23 from 11:30 a.m.-3:00 p.m. as Mary Kay Markunas, right, Director of Research and Member Resources for NBOA, shows us how to enhance reporting to your head, finance committee and trustees.

Sponsored in part by Malvern Bank, the program will be held at the PAISBOA Offices, 301 Iven Avenue, in Radnor Township

The NBOA Long-Range Financial Model is an easy-to-use, customized ten-year budget model, created as an Excel spreadsheet, that enhances reporting to your head, finance committee and trustees. The model generates charts, graphs and real-time forecasts for tuition, enrollment, FTEs, plant replacement and more.


Who Should Attend

  • Heads of School
  • Business Officers
  • Controllers
  • Finance or Budget Office Staff
  • Accountants

CPE Credits Available!

This program is eligible for CPE Credit

Learning Objective: Attendees will learn how to use the NBOA Long Range Financial Model to generate charts and graphs which can easily be dropped into dashboards or other presentations.
Competency: Specialized Knowledge and Applications
Instructional Method: Group Study
Program Level: Basic
Prerequisites: None
Advanced Preparations: None
Recommended CPE Credits: 3 in Specialized Knowledge and Applications

Don't Miss Out!

Don't miss this timely and important program! We're holding a seat for YOU!

Non-Members: $100 per person