Long-Range Financial Modeling
​Offered with the National Business Officers' Association
Offered:  April 24 - May 12, 2017

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.

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.

Tuition: $425.00 for consortium or NBOA participants and $475.00 for all other participants.

Q​uestions?

Joanne Mamenta
Director of Consortium Relations
202.618.3637, ext. 6
joanne.mamenta@oneschoolhouse.org