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School Financial-Management Basics

Thursday, December 12, 2017, 7:00 PM – 8:30 PM (ET)

Presenter: Dane Peters
Levels: School and program administrators

Individual Registration Group Registration

Price

Live Webinar

Individuals (Certificate of Continuing Professional Development for 1 person)
$45/AMS member
$65/non-member

Organizations (Unlimited participants at 1 computer; CPD certificates for up to 20 persons)
$175/AMS member organization
$225/non-member organizations

Registration closes at 4:00 PM on the day of the webinar. Registration fees are non-refundable. If you register and then cancel, we will be happy to credit your payment toward another webinar of your choice. Credits may not be used toward the cost of on-demand webinars.

On-Demand Webinar

After the live webinar airs, the presentation will be made available for a 30-day rental via Vimeo On Demand, allowing you to view the webinar at any time, as often as you would like, within your rental period. Please note: the on-demand webinar is not included with registration to the live webinar; it must be purchased separately.

$55/individual (Certificate of Continuing Professional Development for 1 person)
$200/group (CPD certificates for up to 20 persons)

Overview

Strong financial management and budgeting are essential to effective school leadership. Presented by a longtime head of school and former treasurer of several organizations, this webinar will offer an overview of basic school finance principles and explain the vital importance of cultivating collaborative relationships among the head of school, business manager, auditors, and trustees/owner as a foundation for building and maintaining a positive bottom line. This webinar will also look at strategies for budget building, including establishing and collecting fees, financial aid, and employee care. Whether you are or will be building reserves through good money management, fundraising, or investments, it will provoke questions, provide answers, and establish the basis for understanding good school finances.

Learner Outcomes

  • Understand basic concepts in school financial management.
  • Provide ways to promote good personnel support through strong financial communication, policies, and understanding.
  • Help faculty and parents understand the role of business in running a school.
  • Make a connection between revenue, expenses, assets, and long-term investments.
  • See the relationship between school finances and outside accountability, e.g., audits and government oversight.

Dane Peters, MA,is a consultant to Montessori schools and the former head of Brooklyn Heights Montessori School in Brooklyn, NY, and Mooreland Hill School in Kensington, CT. He has served on 13 non-profit boards, including AMS’s, for which he held positions both as vice president and treasurer. Dane was the founding administrator for the Leaders Advising Schools (ELAS) program of the New York State Association of Independent Schools (NYSAIS). .

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