2025 NBOA Annual Meeting and Business Solutions Showcase

“There’s no business like school business”

Find inspiration and momentum in independent school business operations at the 2025 NBOA Annual Meeting & Business Solutions Showcase.

Connect with peers, exchange forward-thinking ideas, and acquire strategies to enhance your school’s financial and operational health. Participate in the program, featuring inspiring keynotes, valuable sessions, and one-of-a-kind networking opportunities.

From engaging with thought leaders to forging meaningful connections, the NBOA Annual Meeting equips you with the tools, insights, and inspiration you need to steer your school to financial and operational success.

The full program lineup includes a wide array of sessions covering the issues most important to you: finance, business operations, leadership and governance, risk management, human resources, accounting and tax, facilities, technology, and more.

CLA’s John Toscano will present an informative session focused on financial reporting and communication; don’t miss it!

Tuesday, February 25  |  10:30 – 11:45 a.m. ET
Deep Dive: Informed Perspectives on Financial Health: Using the CFI

This session will provide practical guidance on how to use the Composite Financial Index (CFI) to make informed financial decisions in independent schools. We’ll explore the CFI from the viewpoint of auditors, boarding school business officers, and day school business officers. 

Additionally, the CFI will be broken down into its four main ratios to better understand the impact each has on the overall result. Schools who have been participating in BIIS for a sufficient number of years of financial information will have access to automated calculations while others can calculate the ratios with given formulas.

Learning objectives:

Participants will understand how to analyze and interpret the Composite Financial Index (CFI) results and learn how to identify areas for improvement and develop strategies for addressing concerns as well as best practices for using the CFI to communicate financial health to stakeholders.