School Financial-Management Basics


Presenter: Dane Peters
Levels: School and program administrators
CPD Hours: 1.5
Available: On Demand 


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).


Individuals (Certificate of Continuing Professional Development for 1 person)
$45/AMS member *Free for all members (PLUS, Basic) members using complimentary PD vouchers

Organizations (Includes up to 15 attendees; each participant will receive their own login.)**
$175/AMS member organization
$235/nonmember organizations

*Learn all the benefits of AMS membership.

**If you are registering as a group, you will be prompted to add all of the attendees’ names during purchase (up to 15, including the person who is purchasing the session). 

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