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Learning to Use Financial Reporting: A Tool for Leading Strategically and Practically

Friday, October 14, 2022 - Saturday, October 15, 2022

An online workshop for administrators, Board members, and committee chairs

Understanding financial reporting is essential in order for administrators and other decision-makers to work effectively on issues that affect their schoolā€™s bottom line. But how do you acquire this understanding? What should you be looking for when reading a financial report? How do you interpret the data, and how can you use this information in your work? This workshop will give school leaders the tools necessary for recognizing and exploring financial trends, strategies for how to use financial reporting in their informed decision-making, and the confidence they need to partner successfully with their business office.

Among the topics we will cover are:

TuitionĀ & Cash Flow

As the largest revenue stream for our schools, understanding the impact of tuition increases, levels of financial assistance, and uncollectible balances are mission critical. We will explore the tools availableĀ to schools of all sizes to help manage tuition, what reporting capabilities are important, and what reports school leadership should be receivingĀ and understanding. And since a well-managed, one-sheet cash flow report can capture and forecast points requiring action, we will review this document and discuss what data a school leader should be monitoring.

Human Conditions

Our work will include discussion regarding benefits, onboarding, professional development, and outboarding. We will explore which financial levers impact faculty and staff living wages and the many costs involved in replacing/hiring employees. We will consider the positive and budget-required elements of professional development, and discuss the importance of having succession plans in place to avoid large disruptions in our schools.

Outward Facing Matters (Development, Alumni, Surrounding Community).Ā 

The business of donations is changing, as many donors are seeking impact from their gifts. Together we will examine our current development work and what may be needed, plus possible situations for a capital campaign and for attracting new donors. The factors that indicate when to increase staff to perform this work will also be discussed. Additionally, we will consider relationshipĀ management with alumni and our larger community, which are important factors in all our work.

 

Facilitator

DeneseĀ Giordano is a seasoned school administration professional who is currently a consultant and a former ANA coordinator for AWSNAā€™s mid-Atlantic region. Denese has been in the workforce for well over four decades, including 35+ years spent working with mission-based organizations in the non-profit independent school realm, honing her skills in program development, budget strategies, and long-term planning. She specializes in establishing healthy systems in finance, human resources, administrative operations, and outreach and development efforts. A graduate of Kenyon College, Denese completed the Foundation Studies Course at The Waldorf School of Garden City, the school from which her four daughters graduated, providing her a parentā€™s (client) perspective and gratitude for Waldorf education.

 

This workshop will be presented over Zoom and will not be recorded.

Schedule

Friday, October 14: 7:30pm-9pm ET
Saturday, October 15: 10am-11:30am ET and 12:30pm-2 pm ET

Cost

$165 includes non-refundable $25 registration fee

Discounts

Free to current Sunbridge program students
15% off for Sunbridge program graduates
15% off for schools sending two or more registrants
25% off for payment made in Canadian dollars

Discount codes will appear on your registration form. Other than CAD, discounts may not be combined.

 

 

 

Questions?
Please contact Barbara Vitale, admissions and summer coordinator, atĀ [email protected]Ā or 845-425-0055 x20

 

Sunbridge reserves the right to make faculty substitutions when necessary.

Details

Start:
Friday, October 14, 2022
End:
Saturday, October 15, 2022
Event Categories:
,
Event Tags:
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Venue

Sunbridge Institute Remotely
285 Hungry Hollow Road
Chestnut Ridge, NY 10977 United States
+ Google Map
Phone:
845-425-0055

Details

Start:
Friday, October 14, 2022
End:
Saturday, October 15, 2022
Event Categories:
,
Event Tags:
, ,

Venue

Sunbridge Institute Remotely
285 Hungry Hollow Road
Chestnut Ridge, NY 10977 United States
+ Google Map
Phone:
845-425-0055