Shows
Engaging in the NextEp 46 - Selling What You Know: Expertise as Non-Dues RevenueIn this episode, Jeff Shields, FASAE, CAE, president and CEO of NBOA: Business Leadership for Independent Schools, reflects on how associations have evolved during his nearly 16-year tenure through economic disruption, pandemic, and societal change. He shares how NBOA has embraced reinvention by meeting members where they are while building future-focused services — including the transformation of NBOA Advisory Services into a self-sustaining, mission-aligned subsidiary delivering executive search and project-based consulting powered by member expertise. Jeff emphasizes the central role of relationships and people in this model, from trusted advisors to program leadership, and discusses how podcasting and a “create once...
2026-02-2532 min
The Net Assets Podcast from NBOABuilding a Stronger Academic-Business Office Bridge, with Leadership Expert Patrick ScheuermannIn this episode, host and NBOA President and CEO Jeff Shields speaks with Patrick Schuermann, Ed.D., recipient of the 2026 Sarah Daignault Outstanding Support of Independent Schools Award. Schuermann reflects on his work helping independent schools align academic and business leadership, from his days launching Vanderbilt’s independent school leadership master’s program to his current work advising schools on compensation strategy today. He explains how he believes leadership may be getting simpler, and how the NBOA Leadership Academy, which he co-directs, explores essential leadership qualities such as presence, humility and curiosity. Schuermann also discusses how compensation strategy and affor...
2026-02-2430 min
Talking Technology with ATLISStrengthening the Business Office and Technology Partnership with James PalmieriJames Palmieri, CEO of NBOA Advisory Services, joins the podcast to discuss the evolving relationship between school business offices and technology departments. He shares insights on managing the "double gap" in independent school financial models and emphasizes the importance of early technology involvement in capital projects.NBOA, business leadership for independent schools NBOA Advisory Services, supporting independent schools with consulting and leadership solutionsTop Risks for K-12 Charter and Independent Schools, self-reported top risks from members of United Educators, providing liability insurance and risk management solutions to K-12 schools, colleges, and universitiesATLIS Leadership Institute, education and networking program designed...
2026-01-2751 min
The Net Assets Podcast from NBOAUnlearning in the Business Office, with Futurist Heather McGowanHeather McGowan is an award-winning industrial designer, futurist and author. She will keynote the final day of the 2026 NBOA Annual Meeting, which also features a morning of AI focused sessions. In conversation with NBOA President and CEO Jeff Shields, McGowan shares how today's independent school business leaders can embrace continuous learning — and unlearning — to keep their practices up to speed. Together they explore effective uses of AI in the workplace, which enhance rather than replace the human workforce, as well as broader adaptation practices that leaders honed during the pandemic and can be tapped again today.
2026-01-2224 min
Straight Up Chicago InvestorAlec Greenberg Scales to Chicago Multifamily from Day 1Alec Greenberg is the Principal of Base 3 Development and has vast experience developing and stabilizing multifamily assets! Alec explains how he transitioned from the corporate real estate world to a more entrepreneurial position at Base 3 Development. He describes how he "stretched" out of his comfort zone by jumping into a 6-unit gut rehab project off the bat and shares lessons learned! Alec shares insights on large residential development projects including zoning, underwriting, and leasing considerations. He closes with tips on leveraging VAs and off-shore staffing solutions for optimal property management while also providing a bullish outlook on...
2025-12-2558 min
The Net Assets Podcast from NBOAWhat It Takes To Make It In a Competitive Market, with CEO Mike FlanaganMike Flanagan, CEO of the newly formed E3n, a merger of EMA and ERB, worked in ed tech, led the SSS financial aid product and then the Mastery Transcript Consortium before taking the helm of the new association focused on enrollment and assessment. With host and NBOA President and CEO Jeff Shields, Flanagan talks about how his background in product management as well as deep experience in educational operations has informed his view of the current independent school market and what school leaders need to help their schools succeed as markets of eligible families shrink. Flanagan also looks...
2025-12-1622 min
The Net Assets Podcast from NBOAInvesting During a Polycrisis with Executive Director George SuttlesCommonfund Institute Executive Director George Suttles shares with NBOA President and CEO Jeff Shields why he's taking on an Ed.D. in education and innovation on top of leadership and board service roles. Diving into trends in independent school investment strategies, they look back at NBOA's 20-year partnership with Commonfund Institute to study independent school endowments and key takeaways from a report analyzing investment practices over that time. Suttles also delves into the "polycrisis" of the current moment and explores why investing with multiple scenarios in mind pays dividends.
2025-11-1825 min
The Net Assets Podcast from NBOALeading the Charge To Provide One-to-One Service, with CEO James PalmieriNBOA Advisory Services was launched to meet a need that independent school leaders had voiced for years — a need for school-specific business operations consulting, be it a business office assessment, CFO placement or long-range financial planning. President and CEO of NBOA Advisory Services, James Palmieri, Ed.D., CAE, shares his leadership journey, which includes many roles that hadn't previously existed — from leading strategic initiatives within an established school, to launching a new independent school, to leading this new venture. With NBOA President and CEO Jeff Shields, Palmieri reflects on the path that led to this moment and the vision behi...
2025-10-2121 min
The Net Assets Podcast from NBOAFrom Crisis Management to Embedded Leadership, with Distinguished Business Officer Sandi PierceThe 2025 recipient of the Ken White Distinguished Business Officer Award, Sandi Pierce, shares how her role at Cate School, a boarding school in Carpinteria, California, has shifted from chief business officer to assistant head of school, full stop. In her more than 30 years at Cate, Pierce has handled the full range of operations responsibilities, from response to severe wildfires and other natural disasters, "other duties" as an advisor and dorm parent. Building direct connections with students has critically informed her leadership in school business and operations.
2025-09-2324 min
Debt DoctorAvoiding Pitfalls in Seller Financing and Unlocking True Value in Debt DealsSeller financing has evolved from a niche strategy with stigma into a powerful tool shaping today’s distressed debt market. Dominic McFadin, Co-Founder of Note Buyers of America joins me to explore the changing dynamics of seller financing and what investors need to know to succeed with seller financing right now. We're discussing:How compliance requirements protect you from costly mistakesWhy due diligence is non-negotiable in foreclosure situationsThe impact of today’s interest rates on debt buying and sellingHow borrower demographics are shifting toward higher income and stronger credit profilesThe right way to value prope...
2025-09-0344 min
The Net Assets Podcast from NBOAKeys to an Effective Enrollment-Business Office Partnership, with Assistant Head for Enrollment Kathy GonzalezAssistant Head for Enrollment Kathy Gonzalez leads a team of 12 admissions professionals at Hawken School, which has five campuses around Cleveland, Ohio. But she hasn't always worked in such an expansive program. Gonzalez started out in development at her alma mater, where she built the program from the ground up; moved into teaching and then into enrollment. In previous roles in the Pacific Northwest and now in the Midwest, she has convened enrollment professionals across the independent school community. With NBOA President and CEO Jeff Shields, Gonzalez shares how she strengthens her relationship with the business office, her involvement...
2025-08-1922 min
CRECo.ai Roundtable: Technology, Marketing, Brokerage, Government Policy, Capital, Construction & Cyber Security in Real Estate with Andreas SenieADAPTING TO EVOLVING AI TRENDS AND NAVIGATING THE BIG BEAUTIFUL BILLSend us a textJoin the Roundtable hosts as we discuss the importance of adapting to evolving market trends in real estate, particularly through alternative and resilient investments such as self-storage, student housing, and car washes. We unpacked and highlighted the growing role of artificial intelligence in real estate operations, the impact of government policy and energy legislation, and the need for strategic planning and networking to navigate industry challenges and opportunities.Your Roundtable Hosts:Andreas Senie, Host, Founder CRECollaborative (CRECo.ai), Technology Growth Strategist, CRETech Thought Leader, & Brokerage OwnerSaul...
2025-08-0857 min
History Behind News ProgramS5E34 | Harvard & History of America's University EndowmentsCan Harvard use its huge endowment to make up for the federal funds frozen by Pres. Trump? 🚩In this interview: ►What are university endowments? ►How are endowments different than grants, federal funds and other monies that come into universities? ►How do universities perpetuate their endowments? ►What rules and regulations govern endowments? ►When did American universities first receive private monies? ►When did American universities create endowments with legal structures and complex financial plans and dedicated departments to manage them? 🚩About My 178...
2025-07-231h 15
Straight Up Chicago InvestorNBOA 2025 Summer Soiree UpdateProperties for Sale on the North Side? We want to buy them. Email: StraightUpChicagoInvestor@gmail.com Have a vacancy? We can place your next tenant and give you back 30-40 hours of your time. Learn more: GCRealtyInc.com/tenant-placement Has Property Mgmt become an opportunity cost for you? Let us lower your risk and give you your time back to grow. Learn more: GCRealtyinc.com ============= What is the NBOA Summer Soiree and how can investors benefit from this event? If you enjoy today's episode, please leave us a review a...
2025-07-2214 min
The Net Assets Podcast from NBOABoard Tables Turned with past and present NBOA Board Chairs Duncan Booth and Beth PollardBefore joining the NBOA Board of Directors, current NBOA Board Chair Beth Pollard and immediate past Chair Duncan Booth had plenty of experience in the boardroom as independent school business leaders. However, Pollard, who serves as CFO at The Ensworth School in Nashville, and Booth, who serves as COO at The St. Paul’s Schools in Baltimore, gained new perspectives when tasked with governing as opposed to executing board vision and strategy, as they do in their school roles. In this episode, they discuss with host and NBOA President and CEO Jeff Shields what they've learned about building trust, mo...
2025-07-1625 min
The Net Assets Podcast from NBOAStrategic Risk-Taking with CFO Olaf WeckesserOlaf Weckesser, CFO at The Pingry School in New Jersey, may come up with the best April's Fools jokes on campus, but for him, school strategy is no laughing matter. When Pingry leaders had the opportunity to acquire property from a nearby closing independent school, they seized it, even though they hadn't mapped out all the details. Now the former dorms provide housing for faculty who otherwise would be commuting long distances, while other spaces enrich the day-school and auxiliary program experience, helping Pingry stand out in a competitive market. Weckesser shares the collective efforts to shape the school's...
2025-06-1827 min
Straight Up Chicago InvestorLearn How To Build A Chicago Portfolio Without Quitting the W2 with Nate FernandezProperties for Sale on the North Side? We want to buy them. Email: StraightUpChicagoInvestor@gmail.com Have a vacancy? We can place your next tenant and give you back 30-40 hours of your time. Learn more: GCRealtyInc.com/tenant-placement Has Property Mgmt become an opportunity cost for you? Let us lower your risk and give you your time back to grow. Learn more: GCRealtyinc.com ============= Real Estate Nate shares how he has accumulated 26-units with healthy cash flow all while having a demanding W2 job! Nate shares lessons learned...
2025-05-2252 min
The Net Assets Podcast from NBOACreative and Cost-Effective Benefits, with Head of School Josh AbramsJosh Abrams shares his unexpected journey from math teacher to co-founder and head of Meridian Academy in Boston, where he has led both the academic program and school business for 20 years. An intentionally small, financially accessible school, Meridian has launched creative and cost-effective faculty support programs to retain faculty, including a housing assistance grant. "Teachers are easy to spoil," he says. Abrams also stressed the importance of transparency, flexibility and values-based leadership in building a strong school culture. The school has developed an internal succession plan to ensure seamless school leadership.
2025-05-2026 min
Straight Up Chicago InvestorTaking On Opportunity In Chicago's Toughest Neighborhoods with Corey OliverProperties for Sale on the North Side? We want to buy them. Email: StraightUpChicagoInvestor@gmail.com Have a vacancy? We can place your next tenant and give you back 30-40 hours of your time. Learn more: GCRealtyInc.com/tenant-placement Has Property Mgmt become an opportunity cost for you? Let us lower your risk and give you your time back to grow. Learn more: GCRealtyinc.com ============= Corey Oliver, CEO of Strength in Management, is back three years later to share additional insights on managing in C/D neighborhoods. Corey starts by...
2025-05-151h 06
The Net Assets Podcast from NBOAIndependent Schools at a Crossroads, with John GullaIn this episode, John Gulla, executive director of the Edward E. Ford Foundation, shares insights from a remarkable career that has taken him to more than 750 independent schools. Gulla discusses his journey from the classroom to foundation leadership, the transformative power of teaching, and how E.E. Ford’s grantmaking supports innovation and adaptability across the independent school landscape. He also shares what his recent sabbatical taught him about the evolving role of education in society. Independent schools play a critical role in preserving educational freedom and leading change in uncertain times, Gulla asserted.
2025-04-2235 min
HR Leaders LoungeHR in the Speakeasy: Real Talk from Independent School LeadersStep into the HR Leaders Lounge—LIVE from a 1920s-style distillery in NYC during the NBOA conference. In this special episode, we go off-script and into the speakeasy to chat with independent school leaders and HR professionals about what’s really happening in education HR.In this episode:Outdated HR practices that used to be completely normal in schoolsWhy teachers are leaving—and what’s keeping themHow AI is changing classrooms and hiringCandid interviews with NBOA attendeesConnect with us:Dakota on LinkedIn Felicia on LinkedIn🎧 Listen now and subscribe for more HR insights!
2025-04-1520 minTalking Technology with ATLISCultivating Innovation and Futures Thinking in EducationIn this episode, we explore the evolution of modern learning and the shift towards prioritizing innovation in education. We discuss strategies for integrating AI as a thought partner and examine the importance of developing critical inquiry skills from early childhood to prepare students for an uncertain future.ResourcesJared Colley on LinkedInMount Vernon Ventures, the Research, Development & Consulting division of The Mount Vernon SchoolImagine Then, Act Now: Futures Literacy for Learning Organizations, MV Ventures’ Spring 2024 Transformation R&D Report for education professionals and leadersA People-Centered Organization Living in an AI World, MV Ventures’ Summer 2023 Transformation R&D Re...
2025-04-0857 minTalking Technology with ATLISAI, Infrastructure, and the Evolving Role of Technology Leadership in Independent SchoolsIn this episode, technology leaders from independent schools discuss the complexities of their evolving roles. They share insights on managing AI integration, ensuring data privacy, and developing comprehensive business continuity plans. The conversation also explores strategies for fostering strong technology departments and the importance of community and collaboration in navigating the challenges of technology leadership.ResourcesKnowledge-ABLE: Igniting a New Generation of Lifelong Learners, book providing a framework for effective learning that extends beyond traditional educationUpLearn, LLC, educational consulting companyThe Pingry SchoolNew Jersey Association of Independent SchoolsLink to episode “Christina and the Dudes”Skill Struck, online lear...
2025-03-2559 min
The Net Assets Podcast from NBOAAccounting with AI, with Partner Kathy Ferguson, CPAKathy Ferguson, partner at Armanino, shares her journey from education to auditing and offers insights on AI in the independent school business office. AI can enhance job satisfaction and transform rote processes, she explains. With host Jeff Shields, Ferguson also explores cryptocurrency, transparency and advancing women in leadership. Ferguson has long supported women in the accounting profession and weighs in on the growing gender pay gap in independent school business offices.
2025-03-1927 min
The Net Assets Podcast from NBOAStrengthening HR in Education and Supporting School Leaders, with Grace LeeIn this episode of the Net Assets Podcast, Grace H. Lee, a partner with Venable, LLP, in Washington, DC, and NBOA’s legal counsel, shares why she got into the legal profession and discusses hot topics in independent school legal affairs with host Jeff Shields, NBOA’s president and CEO. They touch on the evolution of the school counselor and guardrails school leaders should consider, the evolution of HR in schools more broadly, and what Lee might be asked at the upcoming 2025 NBOA Annual Meeting – and how she will answer.
2025-02-1825 min
Straight Up Chicago InvestorCurrent Issues The NBOA is Fighting with Mike GlasserWhat are the current political issues Chicago investors need to be aware of and how can the NBOA help? ============= If you enjoy today's episode, please leave us a review and share with someone who may also find value in this content! Connect with Mark and Tom: StraightUpChicagoInvestor.com Email the Show: StraightUpChicagoInvestor@gmail.com Guest: Mike Glasser, NBOA ----------------- Production House: Flint Stone Media Copyright of Straight Up Chicago Investor 2025.
2025-02-0412 minThe Net Assets Podcast from NBOARetaining Staff in a Tight Labor Market, with CFO Jerry WalkerIn the season 2 premiere of the Net Assets Podcast, Jerry Walker, associate head of school for finance and operations at Kent Denver School, shares his school’s strategies for retaining staff talent with podcast host, NBOA President and CEO Jeff Shields. A transparent staff compensation system and meaningful raises have fostered staff satisfaction and long-term commitment.
2025-01-2130 min
Navigating Change from Teibel EducationChild’s Play: Tapping Workplace Creativity, with Keynote Speaker Kyle ScheeleThe opening speaker at the 2025 NBOA Annual Meeting will be Kyle Scheele, who is known for cooking up wild ideas that many people back for laughs and for learning. NBOA President and CEO Jeff Shields discusses with Scheele the process behind some of his outlandish projects and about being creative in the workplace. “I don’t want people to be like me,” said Scheele. “I want them to tap into their own creativity, wherever they may be working.” That might be anything from devising a financial plan to reconsidering the organizational chart. In addition to being a celebrated speaker, Scheele ha...
2025-01-0928 min
The Net Assets Podcast from NBOAChild’s Play: Tapping Workplace Creativity, with Keynote Speaker Kyle ScheeleThe opening speaker at the 2025 NBOA Annual Meeting will be Kyle Scheele, who is known for cooking up wild ideas that many people back for laughs and for learning. NBOA President and CEO Jeff Shields discusses with Scheele the process behind some of his outlandish projects and about being creative in the workplace. “I don’t want people to be like me,” said Scheele. “I want them to tap into their own creativity, wherever they may be working.” That might be anything from devising a financial plan to reconsidering the organizational chart. In addition to being a celebrated speaker, Scheele ha...
2024-12-1027 min
Straight Up Chicago InvestorCondo Conversions, Building Violations, and How to Stay Compliant with the New CTA with James ErwinJames Erwin has decades of experience practicing Real Estate Law and is a board member of the NSBC! James starts by breaking down the legal ins and outs for condo deconversions. He dives deep on the process for clearing building violations on properties including tips to keep the City and lenders happy. James explains the Corporate Transparency Act (CTA) and everything that must be disclosed in order to stay compliant. Throughout the show, James displays his deep knowledge of real estate law and how his firm is providing top notch service to their clients! If...
2024-10-2454 min
InspirED School Marketers SPARKCASTDiscussing the "Independent School Cost-Per-Enrollment Study"Introduction This episode of the InspirED SparkCast discusses the 2022 Independent School Cost-Per-Enrollment Study produced jointly by the Enrollment Management Association (EMA), the National Association of Independent Schools (NAIS), and National Business Officers Association (NBOA) to make informed decisions around funding and support for enrollment efforts. [Links above lead to the study. Your school must be a member of one of the organizations to be eligible for download.] This is the Executive Summary on the NAIS website. Among the independent schools that participated in this research, enrollment costs were as follows: ...
2024-10-1043 min
The Net Assets Podcast from NBOATransforming School Business Through Tech ChoicesAt Stevenson School in picturesque Pebble Beach, California, the school’s data operations team is turning technology on its head. Rather than building business processes around available technology, they’re harnessing technology to facilitate more efficient and strategic business processes. As a result, more staff can access the data they need when they need it, and the school is primed for enterprise-wide AI data analysis. CIO Nathan Gault speaks with hosts Jeff Sheilds and Howard Teibel about his journey from the hallowed halls of Yale to industry, specifically in higher education software, and now to the independent school world, wher...
2024-10-0831 minTalking Technology with ATLISNavigating Technology, Leadership, and Community in Independent Schools: Insights from Aggie MalterIn the latest Talking Technology with ATLIS episode, Aggie Malter, president & CEO of PAISBOA, shares the 50-year history of the regional association serving independent schools and universities in PA, NJ, and DE. The conversation touches on the career progression in education and technology, the roles of tech directors, and the importance of professional development and community service. They also explore technology trends, including AI and information literacy, and discuss the balance between work and family life, highlighting the evolving challenges and opportunities in the field.ResourcesPAISBOA The Anges Irwin SchoolNBOA Business Officers Institute Widener UniversityEpiscopal Ac...
2024-08-2052 min
The Net Assets Podcast from NBOABeyond Statements: Leading with Authentic DialogueWhen crisis strikes, school leaders often feel pressure to make a statement and move on. But in the latest episode of The Net Assets Podcast, Jeff Sheilds and Howard Teibel speak with a school head taking a radically different approach.Kalyan Balavan, head of the Dunn School in Santa Barbara County, is leading his community through an authentic dialogue about the ongoing Hamas-Israel conflict. Rather than taking sides, Kal has worked to facilitate open and curious conversations, bringing in diverse perspectives to educate students about this complex geopolitical issue.As a classroom teacher turned administrator...
2024-08-1335 minTalking Technology with ATLISPromoting Civil Discourse and Navigating Divergent Beliefs in Independent Schools with John GullaIn this podcast episode, John Gulla, executive director of the Edward E. Ford Foundation, discussed navigating divergent beliefs and promoting civil discourse in independent schools. John shares his insights on using technology to address complex problems and emphasizes the importance of aligning tech tools with the mission of the school. They highlight the role of the Edward E. Ford Foundation in supporting innovative education projects and professional development through grants. The episode also touches on the challenges of youth mental health, the impact of technology on social interactions, and the necessity of creating safe spaces for students to express...
2024-08-1358 min
Straight Up Chicago InvestorSpecial NBOA Soiree AnnouncementTom welcomes President of the Neighborhood Building Owner's Alliance, Mike Glasser, for a special announcement about their upcoming 12th Annual NBOA Summer Soiree. You don't want to miss it! Connect with Mark and Tom: StraightUpChicagoInvestor.com Email the Show: StraightUpChicagoInvestor@gmail.com Guest: NBOA (Neighborhood Building Owner's Alliance) President, Mike Glasser Link: 12th Annual NBOA Summer Soiree ----------------- Production House: Flint Stone Media Copyright of Straight Up Chicago Investor 2024.
2024-07-3003 min
Straight Up Chicago InvestorDrugs, Death, and Big Mistakes Never Spoken Of With Mark AinleyThe tables turn this week as Mark Ainley gets interviewed by Tom Shallcross, returning the favor from Episode 235 (episode link in show notes)! Tom starts by asking Mark about his childhood and upbringing; spoiler alert - there is mention of Mark's frosted-tips phase while vacationing in Mexico!! Mark breaks down his start in real estate, the genesis of GC Realty & Development, and the early REI ventures that he and his business partner Bryan took on. He discusses his experience with repositioning office buildings and industrial investments displaying the range of his investing journey. Mark closes with tremendous...
2024-07-041h 07
The Net Assets Podcast from NBOAGrowing Campus, Navigating CommunityWhen Louisville Collegiate School was offered a once-in-a-generation opportunity to expand its campus within a tight urban landscape, school leaders rejoiced. Despite thorough due diligence, they had to adjust course when parts of the community objected to what seemed like a win-win situation. CFO Deana Paradis shares how the business leader played an important role managing change, which has resulted in a more unified campus with less traffic congestion and stronger community partnerships. Jeff Shields, NBOA President and CEO, and Howard Teibel, President of Teibel Education Consulting, explore with Paradis lessons learned and successes earned in navigating campus growth.
2024-06-0431 min
Navigating Change from Teibel EducationThe Teamwork Behind a TurnaroundWe are thrilled to present this episode of the Net Assets Podcast, a partnership between NBOA and Teibel Education Consulting, with NBOA President and CEO Jeff Shields and Teibel Education President Howard Teibel.This episode marks the first in what we hope will become a collection of some of the best and most illuminating interviews dedicated to you, independent school business leaders. As NBOA grows into its new brand identity, we have the great privilege of launching this podcast with a conversation about an institution unafraid of telling the story of what makes them...
2024-04-1631 min
The Net Assets Podcast from NBOAThe Teamwork Behind a TurnaroundWe are thrilled to present this episode of the Net Assets Podcast, a partnership between NBOA and Teibel Education Consulting, with NBOA President and CEO Jeff Shields and Teibel Education President Howard Teibel.This episode marks the first in what we hope will become a collection of some of the best and most illuminating interviews dedicated to you, independent school business leaders. As NBOA grows into its new brand identity, we have the great privilege of launching this podcast with a conversation about an institution unafraid of telling the story of what makes them great, a school...
2024-04-0930 minThe Net Assets Podcast from NBOAWelcome to The Net Assets PodcastWelcome to the Net Assets Podcast, a partnership between NBOA and Teibel Education Consulting.Each episode will serve to expand on a popular article in NBOA's Net Assets magazine. We'll delve into the most pressing issues in independent school business and operations and we'll hear from chief financial and operational officers alongside other leaders of school business as they share what inspires and challenges them, what motivates them to solve their most challenging problems, and what fuels their engines of innovation. The Net Assets Podcast is brought to you by NBOA, the only national nonprofit m...
2024-03-2601 min
Navigating Change from Teibel EducationNBOA CEO Jeff Shields on Navigating Independent School Challenges and the 2024 NBOA Annual MeetingThis week, Jeff Shields, President and CEO at NBOA, joins Howard Teibel for a conversation on the future of independent schools ahead of the 2024 NBOA Annual Meeting & Business Solutions Showcase. Howard and Jeff speak about issues of integrating telework, the sustainability of post-pandemic innovations, and the critical importance of community and collaboration in sparking transformative ideas.“Your next best idea is not going to come from walking down the hallway at your own school,” he says, “It will come from being among more than a thousand people in an international community who have walked in your shoes,” he conti...
2024-01-0227 min
Straight Up Chicago InvestorReviewing The "Bring Chicago Home" Tax and Its Implications to Housing Providers with Mike GlasserWe welcome Mike Glasser back to inform us on the "Mansion" Tax and other Housing Provider legislative topics! Mike dives right in by explaining the proposed "Bring Chicago Home" Ordinance (a.k.a. "Mansion" Tax) and its impact on Chicago's economy. He explains the intent of the proposed ordinance and reasoning for why it will end up negatively impacting not only the "rich", but also Housing Providers, Tenants, and normal Property Owners. Housing Providers will need to increase revenue which primarily comes through rental income to offset increased operating costs that they cannot control. As usual, Mike...
2023-12-2853 minTalking Technology with ATLISPartner Talks: Jeff Shields from NBOA on AI, Governance, and the Power of Collaborative LeadershipAs the year draws to a close, it is the time of year to reflect on the transformative trends that have shaped independent schools. In a recent podcast, Jeff Shields, the dynamic CEO of the National Business Officers Association (NBOA), shared insights into the intersection of artificial intelligence, collaborative leadership, and the evolving landscape of school governance.The discussion delved into the impact of AI on school operations, revealing stories of how institutions have embraced this technology to streamline administrative tasks. From crafting emails to reimagining job descriptions, AI has found a place in the daily routine...
2023-12-0554 min
Straight Up Chicago InvestorTime For Serious Chicago Investors with Sal BecovicSal Becovic returns to the show to discuss how he has continued to grow his portfolio despite the challenging market! Sal jumps right in by sharing his philosophy on acquisitions and being "rate agnostic". He gives an extremely bullish outlook on Chicago leaving us feeling great about this special city. Sal discusses the ins and outs of his latest and largest acquisition; a 28-story condo building with value-add potential. Throughout the show, Sal emphasizes the importance of establishing solid fundamentals, surrounding yourself with great people, and being a good person; rules of life not just RE investing.
2023-11-231h 00
EMA's Impossible Questions PodcastIs the independent school business model broken?Is the independent school business model broken? How would we know? What are the myths and realities of the independent school business model? Join us as we explore these questions with Jennifer Osland Hillen, Chief Learning Officer, and Elizabeth Dabney, Director of Research and Data Analysis, of the National Business Officers Association (NBOA).
2023-10-2454 minInspirED School Marketers SPARKCASTSearching for a New Head of School? Hit "Strategic Pause" First Mike Connor Mike is President of Connor Associates and co-author of the NAIS book, Marketing Independent Schools in the 21st Century. His latest e-Book, Pulling in the Same Direction, emphasizes everyone’s role in recruitment, retention, and fundraising. Earlier in his 30+ year career Mike worked in nearly every position at independent K-12 schools. Today, Connor Associates has 16 Associates and Partners and has served clients in 28 states and on four continents. Connor Associates stakes its value on its experience with providing comprehensive marketing and financial services, including ensuring proof of ROI through confidential Image Aud...
2023-09-0550 min
Straight Up Chicago InvestorChicago Real Estate in the 1970s vs 2020s with Veteran Broker Jerry EttingerJerry Ettinger of Ettinger Realty joins us to share jewels of wisdom accumulated over roughly 50 years in the real estate industry! Jerry kicks off with how he transitioned from being a teacher to real estate agent back in the 70s! He talks about Rogers Park and other North Side Neighborhoods and how they have changed over the years. Jerry shifts south and talks about his investments in Hyde Park! Jerry closes with neighborhoods he believes are primed for growth and emphasizes the power of buy and hold real estate; particularly impactful coming from a true real estate...
2023-07-2043 min
Straight Up Chicago InvestorThe Focus of Chicago's NBOA in 2023 and Why Housing Providers Should Take Notice
2023-05-2317 min
Associations Thrive34. Jeff Shields, President & CEO of the National Business Officers Association (NBOA), on Being a Native Digital AssociationWhat does it mean to be a digital native association? How do you expand membership within member organizations? How do you support your members in a post-pandemic world?In this episode of Associations Thrive, host Joanna Pineda interviews Jeff Shields, President and Chief Executive Officer, National Business Officers Association (NBOA). Jeff introduces NBOA, talks about his journey to becoming CEO at NBOA, and discusses how membership is roaring back post--pandemic. Jeff discusses:How his relationship with the NBOA Board powers the association.How NBOA was born a digital native. The association didn’t start with a la...
2023-05-1135 min
Navigating Change from Teibel EducationNBOA: 25 Years! A Conversation with President and CEO Jeff ShieldsNBOA President and CEO, Jeff Shields, joins Howard Teibel for a conversation on indepenent school business, finance, and operations, all in preparation for the association's 25 Anniversary Celebration in Los Angeles, February 19-22.What’s top-of-mind for business officers coming out of the pandemic after three years? How are finance professionals addressing the ongoing financial issues pre-K-12 independent schools will face in the future? All this and a preview of the broad array of speakers, guests, and presenters coming to LA next month.Learn more and register now for the 2023 NBOA Annual Meeting & Business Solutions Sh...
2023-01-1025 min
The Actionable MindsetEpisode 25 - A Voice to be Heard with Mike GlasserMike Glasser invests, owns, and directly manages a portfolio of multifamily properties which are located in Rogers Park and in DuPage County. Mike manages his properties through his management company Magellen Properties. “MAG” is his initials and Ellen is his mother’s name. Ellen was also in property management and she mentored Mike in the field. Mike is blessed to have an outstanding staff that assists him in day-to-day management, which offers him the time to devote to the above-mentioned non-profit groups, and, more recently, the Neighborhood Building Owners Alliance (NBOA), which advocates on behalf of small to mid...
2022-10-0439 min
Straight Up Chicago InvestorStraight Up Tues Tip 32 What is the NBOA Summer Soiree and how can investors benefit from this event? Connect with Mark and Tom: StraightUpChicagoInvestor.com Email the Show: StraightUpChicagoInvestor@gmail.com Guest: Mike Glasser of NBOA Link:https://www.straightupchicagoinvestor.com/podcast/episode-37-the-nboa---your-ally-and-voice-as-a-chicagoland-housing-provider ----------------- Production House: Flint Stone Media Copyright of Straight Up Chicago Investor 2022.
2022-07-1211 min
Navigating Change from Teibel EducationElevating Our Game at NBOA’s 2022 Annual MeetingUnbeknownst to us in February 2020, we were about to go into a certain kind of hibernation, one forced on us by the circumstances of our time. Two years into this, we may be seeing the beginning of the light at the end of the tunnel – learning how to live with this global pandemic and bring back the kind of social connection we value and need.Jeff Shields, President and CEO of the National Business Officers Association, and Howard Teibel turn their attention to looking forward in anticipation of the upcoming NBOA Annual Meeting to be held in Ch...
2022-02-0130 min
Navigating Change from Teibel EducationElevating Our Game at NBOA’s 2022 Annual MeetingUnbeknownst to us in February 2020, we were about to go into a certain kind of hibernation, one forced on us by the circumstances of our time. Two years into this, we may be seeing the beginning of the light at the end of the tunnel – learning how to live with this global pandemic and bring back the kind of social connection we value and need.Jeff Shields, CEO of the National Business Officers Association and Howard Teibel turn their attention to looking forward in anticipation of the upcoming NBOA Annual Meeting to be held in Chicago this Fe...
2022-02-0130 minStraight Up Chicago InvestorIt's Your Team That Will Make You Millions in Chicago - Brian Lignelli Knows From ExperienceYou cannot grow without adequate funding. When it comes to private funds, there are so many questions asked as a new investor. Brian Lignelli takes the time today to talk about how his company, Continuum Capital Funding can put it's partners in a position to scale and grow as well as how to prepare to work with them. He also hits on some of the various neighborhood associations he's a part of and how you too can get more involved in them. If you enjoyed today's episode, please give us a 5 star review and share it with a friend.
2021-09-2343 minInspirED School Marketers SPARKCASTFinance and Marketing: Overlooked Alliance for SuccessMike Connor is President of Connor Associates Strategic Services and co-author of the NAIS book, Marketing Independent Schools in the 21st Century. His latest e-Book, Pulling in the Same Direction, emphasizes everyone’s role in recruitment, retention, and fundraising. Earlier in his 30+ year career, Mike worked in nearly every position at independent K-12 schools. Connor Associates stakes its value on its experience with providing comprehensive services, including ensuring proof of ROI through Image Audits, Enrollment Feasibility Studies, Five-year enrollment Forecasts, Business Office Evaluations and Plans, and Strategic Marketing Plans. Connor Associates’ newest offering, admin...
2021-09-1653 minStraight Up Chicago InvestorYou Can't Get Any More Chicago Than This - First-Generation American Sal Becovic and his 2,000 Rogers Park UnitsLike many families in Chicago, Sal's family came from the old world and settled in a turbulent part of the city at a turbulent time. As he's now standing on the shoulders of what his parents initially organized, he's building it farther than ever expected. Sal's story is amazing, his advice is timely, and his passion is contagious. Listen to today's episode with Sal Becovic. Connect with Mark and Tom: StraightUpChicagoInvestor.com Email the Show: StraightUpChicagoInvestor@gmail.com Guest: Sal Becovic of Becovic Link: The Economist - World News, Politics, Economics...
2021-09-0943 minStraight Up Chicago InvestorThe Illinois REALTORS' Advocacy for Housing Providers and Why Chicagoland Investors Should CareWe all know about the numerous laws either being proposed or already enacted affecting housing providers and investors. Groups like the Illinois Realtors Association, the NBOA, the CAR and others are working everyday to keep laws fair and protect people. Our guest today, Gideon Blustein, is the director of member outreach for the Illinois REALTORS and talks us through some of the current issues at the forefront of everyone's mind as well as how we can all get involved and benefit from these organizations. If you like what you hear today, leave us a review and share us with...
2021-06-2442 min
Nonprofit Investment StewardsEpisode 21 – How Independent Schools Navigate Challenges and Manage Endowment Funds — With Jeffrey ShieldsIn this episode, Bob DiMeo and Devon Francis talk to Jeffrey Shields, president and CEO at National Business Officers Association (NBOA). Jeff shares insights into the challenges independent schools face including enrollment and optimizing their endowment funds. You will learn: Ways to contend with major financial challenges faced by independent schools The impact of tuition … Read More Read More
2021-06-1631 min
The Enrollment Spectrum PodcastLet's Redesign the External Functions of the SchoolJoin us for a conversation with Ann Snyder and Jennifer Hillen. Ann is the Director of Independent and International Schools at The Council for Advancement and Support of Education. Prior to joining CASE, she was the Director of Enrollment and External Affairs at Stuart Hall School. Prior to Stuart Hall, she was in corporate marketing. Jennifer is the Chief Learning Officer at the National Business Officers Association. Prior to joining NBOA, she worked in assurance and advisory services for Ernst & Young, she then joined Harpeth Hall School where she served as the business officer.
2021-06-1046 min
Third Space with Jen CortThe duality of responsibility and accountability ft. Nishant MehtaOver a career spanning two decades, Nishant has worked on behalf of K-12 schools of all types on issues of leadership, culture, strategy and change management, and equity and justice.At Storbeck Search, he heads the firm’s Independent Schools practice, recruiting transformational leadership for private, charter, and mission-driven schools across the country. In addition to his active role in executive-level searches, he offers consulting on strategy and DE&I, as well as leadership and governance coaching and training for education and nonprofit organizations.Prior to joining Storbeck, Nishant served as Head of The Children’s Scho...
2021-05-1152 min
Navigating Change from Teibel EducationInfusing Innovation into Your Institution: Building Sustainable Change – A Conversation with Howard Teibel and Jeff ShieldsAs we turn our energy to 2021, we can begin to catch a glimpse of getting on the other side of this crisis. Independent school leaders have implemented innovations over the last nine months that they could only dream about prior to the pandemic. The question now is can they sustain these changes with intentionality. Jeff Shields, CEO of the National Business Officers Association and Howard Teibel explore these questions in anticipation of the upcoming February all-virtual NBOA Annual Meeting. The opportunity in this year is to prepare ourselves with the right state of mind – resiliency, ambition for chan...
2021-01-1433 minNavigating Change from Teibel EducationInfusing Innovation into Your Institution: Building Sustainable Change – A Conversation with Howard Teibel and Jeff ShieldsAs we turn our energy to 2021, we can begin to catch a glimpse of getting on the other side of this crisis. Independent school leaders have implemented innovations over the last nine months that they could only dream about prior to the pandemic. The question now is can they sustain these changes with intentionality. Jeff Shields, CEO of the National Business Officers Association and Howard Teibel explore these questions in anticipation of the upcoming February all-virtual NBOA Annual Meeting. The opportunity in this year is to prepare ourselves with the right state of mind – _resiliency, ambition for chan...
2021-01-1333 minStraight Up Chicago InvestorThe NBOA - Your Ally and Voice as a Chicagoland Housing ProviderIn today's episode, our guest Mike Glasser, President of the Neighborhood Builders Owner Alliance, explains how neighborhood housing provider advocacy groups are fighting for fair and lawful protection for investors in and around Chicago. Mike lays out the current advocacy campaign against the proposed CRTLO, the differences between the CRLTO and the RTLO, and the unintended consequences from previous legislation. Lastly, he gives advice on what you can do to help support the fight. Listen in and if you find value in today's episode, please leave us a 5 star review and recommend us with a friend. If you want...
2020-12-0345 minStraight Up Chicago InvestorDiving into Belmont Cragin, North Austin, and the Northwest Side Building Coalition with Jon WomackJon Womack of Third City Properties has been investing in the Chicago market for four years focusing on the northwest neighborhoods of Belmont Cragin and North Austin. Jon dives into what the investment landscape looks like in these areas, including tenant expectations of finishes and his general investment strategies. One of the key differentiators for Jon is his involvement in local neighborhood coalitions. Jon heads up the Northwest Side Building Coalition and is also an active member of the NBOA. Jon lays out several Chicago neighborhood coalitions that you can participate in to help move your neighborhood forward.
2020-11-1941 minThe Enrollment Spectrum PodcastCOVID-19: What we're hearingJoin us in welcoming Jennifer Hillen and Amber Stockham from the National Business Officers Association to the show. Jennifer is the NBOA's Vice President for Professional Development and Business Affairs and Amber is the Director of Human Resources Programs. We share many resources such as: Business operations considerations FAQ's for school leaders Legal topics OneSchoolHouse link Two sessions of a webinar about virtual events
2020-03-1445 min
2019-12-0802 min
Roots and Wings- Voices of Independent SchoolsEpisode 024- Harry Bloom- Senior Vice President, Measuring SuccessImproving financial sustainability, recruitment and retention, and parent satisfaction using data is the goal of the company, Measuring Success. In his independent school work, Dr. Bloom has developed and implemented a number of marquee programs, including the Atidenu Recruitment and Retention program, the Recruitment and Retention Academy, the Governance & Fundraising Academy, and the Day School Financial Benchmarking and Reengineering program. These programs have helped well over 100 independent schools enhance revenue, increase efficiency and strengthen their financial vitality. Bloom has conducted and published independent school and nonprofit governance research that has identified practices that predict financial and educational...
2019-08-3144 min
Navigating Change from Teibel EducationThe New Normal is Normal Now with NBOA President Jeff ShieldsOn the eve of NBOA's 2019 Annual Meeting, President and CEO Jeff Shields joins Howard Teibel for a wide-ranging conversation on the state of change and leadership. Their conversation centers on the change in the narrative in independent school education as many in the field have adjusted to a new normal, incorporating new models in tuition and financial management across their operations. What’s more, he introduces Business Intelligence for Independent Schools — or BIIS — a tool for NBOA member institutions and business officers to analyze an exhaustive range of financial data and turn it into meaningful information.
Links & Notes
2019-03-1240 min
Through the Noise#353 Jeff Shields, President and CEO, National Business Officers Association NBOA is the premier national membership association serving the professional needs of business officers and business operations staff at PK-12 independent schools. The association has grown from 23 founding member schools in 1998 to over 1,350 US member schools, plus member schools in Mexico, Canada and 23 other countries around the globe during its 20-year history under Shields' leadership.
2018-07-0244 min
Navigating Change from Teibel EducationClimbing the Arc of Change in Independent Schools with NBOA’s Jeff ShieldsFriend of the show Jeff Shields is back to talk about building monumental change in independent schools as a preview of the 2017 NBOA Annual Meeting in Washington D.C. As President and CEO of NBOA, Jeff’s charter is to lift business officers beyond the baseline expectations of their roles and help them become change agents and true leaders in their schools. This week on the show, Jeff offers insight into one of the key learning opportunities to that end for independent school business officers, the NBOA Annual Meeting platform.
Howard Teibel will once again join the ra...
2017-02-2124 minInspirED School Marketers SPARKCASTThe Business Side of Private School MarketingJeff Shields, President and CEO of NBOA, takes a deep dive into the effect that the 2008 economic downturn had on virtually ever facet of operation of independent schools, especially the marketing office. Challenges are many: the effect rising tuition, ever-expanding facilities, increasing sophistication of both the business offices and the MarCom offices, and virtual schools. What you’ll learn… The changes in the business side of independent school management over the last 10-15 years. The effect that the 2008 recession had on independent schools both as it regards the business side of schools and on how schools market...
2016-07-3148 min
Navigating Change from Teibel EducationReflections on Change at the NBOA Annual Meeting 2016"People don’t have a problem with change. They have a problem with the uncertainty that the change — or the anticipation of the change — creates."
Howard has returned from the NBOA Annual Meeting in Los Angeles and brings lessons learned from his time with business officers and leaders of independent schools. This year, the presentation focused on three key areas: Leading Change, Decision-Making, and Strategic Communication. The objective, to answer the question: where are you in your career and what do you see your role to be in your school? Are you the finance officer, head, or are yo...
2016-02-2620 min
Navigating Change from Teibel EducationThe Levers and Pulleys of Financial Sustainability at NBOA 2016Howard Teibel once again joins the ranks of presenters at the NBOA Annual Meeting 2016 in Las Angeles. This week on the show, we talk about the levers and pulleys of financial sustainability — tools of financial officers to make change toward financial sustainability, enrollment, and growth — that provide the seed for Howard’s deep dive session to come at the conference. Striking the balance between enrollment management, financial aid, diversity and fiscal sustainability drives the forward thinking business officer, and we’re taking on these topics today.
2015-11-1720 min
Navigating Change from Teibel EducationGrowing Independent School Biz Officers with NBOA President Jeff ShieldsThe 2015 National Business Officers Association Annual Meeting is coming up February 22-25 in Boston and this year’s event promises a rich line-up of speakers and educators tackling the biggest issues facing independent school business officers around the country. Howard Teibel is on the docket once again this year, delivering a pair of deep-dive sessions on impactful group decision making and strategic communication.
We’re thrilled to welcome NBOA President and CEO Jeff Shield to the show this week. Jeff has worked tirelessly to ensure that this upcoming annual meeting is the best yet, and shares not only...
2014-12-1530 min
Navigating Change from Teibel EducationChange, Complexity, and Preparing for NBOA 2012This November, Howard Teibel will be heading to Chicago for the National Business Officers Association (NBOA) 2012 Strategic Leadership Conference. In brief, this is a conference dedicated to the people charged with moving our schools forward in times of great challenge and increasing complexity, with integrity and fiscal stability.
2012-09-0711 min