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Financial Management Community of Practice

The PEJE financial management Community of Practice is a networking venue for sharing, vetting, and building knowledge around day school finance best practices. This diverse group of committed lay and professional leaders meets monthly on conference calls and utilizes a listserv to stay in touch in between. The entire day school field reaps the benefits of this group's work through the sharing of high quality models, best practices, and innovative ideas.

There is no charge to participate in the CoP. To join, send your name, board position/membership and email address along with a brief paragraph about your school to Stephane Acel.

Read the IDT user guide to make sure your computer is compatible for the web portion of the CoP calls.

Conference Call Information

The New Normal: Coping with Increased Need for Limited Financial Aid Dollars
Date/Time: Wednesday, March 24, 2009 at 1:00 PM Eastern
Guests: Carolyn Flammey, Solomon Schechter Day School of Greater Boston and Patricia Liss Greenspan, Kadimah School of Buffalo

RSVP: Contact Stephane Acel, CoP Facilitator, to register and get dial-in/log-in details.

Conference Call PowerPoint Presentations

• Diversify Your School's Revenue: Beyond Tuition & Fundraising
  January 27, 2010, Carolyn Flammey, Solomon Schechter Day School of Greater Boston, Newton, MA and Judy Groner, B'nai Shalom Day School, Greensboro, NC (Guests)
  Supporting Documents:
  Afterschool Enrichment Tutoring and Home Schooling
  Comprehensive Facility Rental Program
  Sample Rental Agreement
• Financial Resources for Energy Efficiency: Where to look? (7.7MB)
  December 16th, 2009, Amanda Vanega, North Carolina Solar Center (Guest), COEJL (Conveyor)
• Consumer-Driven Health Plans: A Healthy Plan for Today and Tomorrow
  November 4th, 2009, Jennifer Borislow and Mark Gaunya, Borislow Insurance (Guest)
• Better Energy Management is Money In the Bank: Opportunities and Incentives for Your School
  September 16th, 2009, Matt Eisendrath, EnerNOC (Guest)
• Parsonage Benefits: What Employers and Employees Need to Know
  June 24, 2009, Yosef Ziffer, Venable, LLP (Guest)
• Multi-Year Flexible Tuition Programs
  May 13, 2009 and June 8, 2008, Eric I. Amar (Guest)
• The New 990: How Will It Affect Your School
  April 29, 2009, Rebeka Mazzone, CPA, Accounting Management Solutions, Inc.(Guests) Stephane Acel, MBA (Facilitator)
• Staying ALIVE: Pulling the Right Levers To Navigate Rough Waters
  March 18, 2009, Terry Moore, ISM(Guests)
• Rightsizing: Responding to the New Economic Trends
  March 4, 2009, Caryn Pass, Venable, LLP(Guests)
• Exploring Financial Resources to Fund Israel Trips and Exchange Programs
  January 14, 2009, Shoshanah Zaritt and Christine Miller,Gann Academy, Waltham, MA and Lilach Bluevise and Julia Malaga, Solomon Schechter Day School of Essex and Union, West Orange, NJ (Guest)
  Download presentation mp3 - Duration: 57mins 13secs | File size: 6.6MB
• Adapting A Financial Strategy For Today's Economy
  December 17, 2008, Dan Leemon, Jeff Weitzman, Gideon Hausner Jewish Day School(Guests)
• Managing Risk in a Tough Economy: What we can Learn from Independent Schools in New Orleans
  November 5, 2008, Ronald C. Wanglin, CIC, CSRM and Cheryl McDowell, ARM, CSRM Bolton & Company(Guests)
• Dashboards: What They Are and How They Help
  September 17, 2008, Lawrence Butler, Maguire Associates, Ken Golden, MetroWest Jewish Day School(Guests)
• Talking About Affordability and Financial Aid: Collaboration Between the Admission and Business Offices
  August 27, 2008,Rebecca Egolf and Stephane Acel (Facilitators), Ilene Wise and Howard Richmond, Krieger Schechter Day School, MD (Guests)
• School Liabilty Considerations: Directors And Officers, Employment Practices, And Human Resources
  June 18, 2008,Stephane Acel (Facilitator), Michael J. Brooks, Vice President, Hope DeRocha, PHR, Human Resource Consultant Austin & Co., Inc. (Guests)
• The Return on Investment of Sustainable Design (presentation)
  Notes from the call
  May 15, 2008, Julie Skolnicki, Brailsford & Dunlavey, Facility Planners & Program Managers
• Untangling recent changes to accounting and tax regulations: Sarbanes-Oxley; audit standards; and Form 990
  December 19, 2007, Jeff Fearn, Director, Finance and Administration, Jewish Community High School of the Bay, San Francisco, CA (Guest)
  Handouts accompanying this presentation are available to CoP members only at the PEJE Financial Management Google Group. Contact Stephane Acel for details on how to join.
• Towards Efficient Tuition Revenur Systems: Billing, Collections and Financial Aid Cycles
  November 14, 2007, Eric Amar, PEJE Coach (Guest)
• Head-Business Manager-Board Triad: Practices for a Successful Partnership
  October 9 and 31, 2007, Sarah Daignault, NBOA (Guest)
• Food Service Management | Sample Financial Statement
  May 30, 2007, Tina Rodriguez, Sage Dining Services (Guest)
• Working with your PTO: Improving Oversight While Maintaining Parent Engagement
  September 20, 2006

Summaries of Conference Calls

• Implementing Salary Broad Banding
  May 24, 2006 and October 26, 2006, Terry Moore, Independent School Management (Guest)
• Open Forum on Financial Aid
  December 14 & 16, 2005, Moderated by Stephane Acel
• Timely Tuition Assessment Processes and Financial Aid in an Under Enrolled School: Possibilities and Pitfalls
  May 5, 2005, Rheua Stakely (Guest)
• The Tuition Setting Paradox: How to Price for Maximum Revenue and Affordability
  March 1, 2005, David Marcus, board member of the New Community Jewish High School of Los Angeles, and Susan Brinn Siegel, the COO of the Charles E. Smith Jewish Day School of Greater Washington (Guests)

Voices from the Field: Finding Value in the Financial Management CoP