We kicked off March at the National Business Officers Association (NBOA) Annual Meeting. where we had an opportunity to reconnect with independent school leaders and engage in important conversations about endowment stewardship.

It was especially meaningful to spend time with clients and friends like Whitney Johnson from Colorado Academy and to meet schools considering a new approach to their investment partnership.

Here are our top three takeaways from NBOA:

• CFOs are being pulled in more directions than ever, highlighting the importance of a having a strong outsourced investment partner who can do the heavy lifting.
• With families feeling stretched, independent schools must demonstrate their value proposition in the competitive landscape.
• Investing in facilities upgrades and new buildings is critical to attracting and retaining top students and faculty, underscoring the importance of fundraising and planning ahead for deferred maintenance costs.

To learn more about our work serving as a dedicated investment partner for independent schools, please contact us.