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 This e-mail address is being protected from spambots. You need JavaScript enabled to view it. .

Please join the call via telephone and web!

How to join:
PEJE is using a new webinar system, Adobe Connect, for our CoP calls.
We’ve also transitioned to a new teleconference system, so you’ll
notice that the numbers are different. We’re excited about this new
technology, but know we may hit a bump or two on the road, so please
bear with us.
 
Our webinars have two components: telephone and web. Please log into
both using the information below.
Telephone:
US/Canada toll-free: 866-627-5180
Conference ID: 61736701011
(No participant password required)
 
Web:
Go to: http://peje.adobeconnect.com/financialmgmtcop/
Select “Enter as a guest”
In the field titled “Name” please enter your full name AND email
address (ex. John  This e-mail address is being protected from spambots. You need JavaScript enabled to view it. )
Click “Enter Room”

The Next CoP Call

Tuesday, May 1, 2012

1:00pm EST

"It Takes a Village to Maintain Sustainability"

Guest: Janice Crampton, AISAP, Carolyn Flammey and Carol Rumpler, SSDS of Greater Boston, Paul Ginburg and Rise Arkin, The Weber School

Facilitator: David Marcus and Linda Simansky

Special Instructions for this call:

This call will have a unique URL so please use the following link to join the call: http://peje.adobeconnect.com/admissionandfinancialcop/

Conference Call PowerPoint Presentations

• It Takes A Village to Maintain Sustainability
• May 1, 2012, Janice Crampton
• The Ministerial Exception: What is It and Why Should I Care?
• March 29, 2012, Michael Blacher
• A Primer on Insurance and Risk Management for Private Schools
• February 14, 2012, Ron Wanglin and Cheryl McDowell
• Financial Aid in Jewish Schools- Part 2
• January 5, 2012, Linda Dennison, Grace Episcopal Day School
• Financial Aid in Jewish Schools
• November 17, 2011, Linda Dennison, Grace Episcopal Day School
• Fixing the Wage Hour Problem Lurking in Your School
• September 13, 2011, Bill Rollings, School Office Services and Suzanne Bogdan, Fisher & Phillips
• Facilities- and What We Don't Always Know!
  June 1, 2011, Cindy Stadulis, Dwight-Englewood School (Guest)
• Funding the Vision of Educational Technology
  May 4, 2011, Sam Gliksman, New Community Jewish High School (Guest)
• The Business Office and the Development Office: A Profitable Partnership?
  June 1, 2010, Stephane Acel and Jennifer Weinstock (Facilitators)
• Crunch Time for Financial Aid: Assessing Applicant Honesty and Achieving Enrollment Goals
  April 28, 2010, Ron Bannerman, Brandeis Hillel Day School and Howard Richmond, Krieger Schechter Day School (Guests)
• The New Normal: Coping with Increased Need for Limited Financial Aid Dollars
  March 24, 2010, Carolyn Flammey, Solomon Schechter Day School of Greater Boston and Patricia Liss Greenspan, Kadimah School of Buffalo (Guests)
• 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 Revenue 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

 "Being on the calls is very helpful. We can discuss problems and explore solutions with people who are dealing with the same kinds of issues."

Ken Golden, Vice President of Administration and Finance, Metro West Jewish Day School, Framingham, MA

"I shared the notes from the Tuition Setting phone call with our board finance committee last night. Those notes were instrumental in getting the committee to recommend a much needed increase in our tuition."

Anonymous, 1,000+ student Jewish day school