 Vertex Education Joins
PAISBOA Purchasing Consortium
as Newest Preferred Vendor
PAISBOA is pleased to welcome Vertex Education as our newest Preferred Vendor. Vertex Education has supported innovative and high-quality Pennsylvania schools with trusted financial services since 2004.
Vertex’s team of school finance experts delivers reliable support, day in and day out, so you can focus more time on what matters most: student success. Their fully outsourced financial services include bookkeeping, payroll, monthly financial reporting, annual budgeting and long-range modeling, finance committee and board meeting support, and annual audit support. “We build strong partnerships with our clients, working together to support their mission and ensure long-term financial stability,” said Jesse Bean, your PAISBOA Preferred Vendor rep.
Key Contact:
 Jesse Bean
[email protected]
https://vertexeducation.com/pa/
As Vice President of Client Services, Vertex PA at Vertex Education, Jesse leads the strategy consulting practice and supports clients with long-range planning, school start-up, executive coaching, and board training. Prior to his time at Vertex, Jesse spent nearly 20 years teaching, coaching, and leading schools in Pennsylvania, Massachusetts, and California. He has also led workshops on project-based learning, performance assessment, school redesign, school leadership, and governance for school systems around the world. Jesse is a graduate of Swarthmore College (B.A.) and Harvard University (Ed.M.) and is a National Faculty Member with the Buck Institute for Education.
Introductory Webinar
PAISBOA will host an introductory webinar on Thursday, January 15 at 11:00 am. Please join us as Jesse and his team from Vertex Education presents Bridging the Financial Literacy Gap: Designing Board-Friendly Monthly Reports.
Independent school boards increasingly rely on clear and timely financial insights, yet many non-financial trustees struggle to interpret traditional monthly financial statements. This session will explore practical, high-impact strategies for presenting financial information in a way that is clear, relevant, and transparent. Participants will learn how to redesign monthly reports, highlight key trends, simplify complex data, and communicate financial risks and opportunities. The session will include examples of board-friendly reporting formats, dashboards, and narrative summaries that support stronger governance and better decision-making.
Among the topics to be considered:
- Identify the common pain points non-financial board members face when interpreting monthly financial statements.
- Redesign monthly reports for clarity and transparency by using simple visual cues, dashboards and plain-language explanations.
- Prioritize and highlight the most relevant financial insights—such as cash position, enrollment-driven revenue, and key variances—to support strategic decision-making.
- Communicate financial risk and opportunity in a way that builds trust and improves governance effectiveness.
- Develop a repeatable monthly reporting structure that reduces confusion and increases engagement during finance and board meetings.
Please register for the webinar by clicking the button below.
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