Long Range Financial Modeling

Long-Range Financial Modeling

Offered with the National Business Officers' Association
Offered: April 9 - April 27, 2018

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 $575.00 for all other participants.

What Participants Have Said

"This course provides the necessary tools for schools looking to develop long and short term budgets and strategic plans. 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

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