Long-Range Financial Modeling
​Offered with the National Business Officers' Association
Offered:  September 30 - October 18, 2019 & January 21 - February 7, 2020
COURSE DESCRIPTION
The NBOA Long-Range Financial Model is an easy-to-use, customized ten-year budget model, created as an Excel spreadsheet. The model generates charts and graphs which can easily be dropped into dashboards or other presentations. It also creates real-time forecasts for tuition, enrollment, FTEs, plant replacement and more. Participants should expect to spend approximately four hours per week on this course. 
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COURSE FORMAT
In this class, business officers will:
  • ​Learn about the benefits of long-range modeling and how it may be used to guide your school for the long term.
  • Experiment with the modeling tool and receive instructions on loading the model and the assumptions you will need to make.
  • Receive coaching on using the reporting and graphing tools to make presentations to the Head of School, Finance Committee and other trustees.
PARTICIPANT FEEDBACK
The business model provided is a powerful means of seeing the effect of decisions on all dimensions of the school.  It is a tool that should be in the "toolbox" of every independent school CFO and Business Manager."            
​-Marietta Wahl, Fargo, North Dakota
MEET THE FACILITATORS
TUITION
$425.00 for consortium or NBOA participants and $575.00 for all other participants.

Q​uestions?