The Strategic Financial Modeling Tool (SFMT) is one of the newer products in our growing Day School Peer Yardstick™ Suite of Tools.
The SFMT is an interactive software program that helps school leadership move toward financial stability over a five-year horizon. Financial modeling with this tool allows school leaders to address the strategic challenges and trade-offs of market position, enrollment, value proposition, expenditures, tuition, financial aid, fundraising, and savings. This tool will allow you to position your school for stability and growth over multiple years by aligning your vision and mission with a plan for the resources your school is to raise and spend.
Purchase of the SFMT package will be offered at a number of trainings across North America scheduled in 2008-2009. The schedule to date is as follows:
| City | Date | |
| Los Angeles | Monday, September 22, 2008 | Register to attend Los Angeles |
| Miami | Monday, October 27, 2008 | Register to attend Miami |
| Chicago | Wednesday, October 29, 2008 | Register to attend Chicago |
The Training includes
- Purchase of the SFMT software and user guide (Preview the 1st two sections of the user guide: A Conceptual Approach to Strategic Financial Planning and Case Studies)
- One-hour pre-training phone consultation to complete the base model.
- One-day group* training with hands-on assistance to learn how to use the tool
- One-on-one coaching at the training to implement the tool using your school's actual financial information
- Hosting fee for one year (after which, schools cover a $100 annual fee)
* The training is designed for teams of two or more, including Head of School, Business Manger, Board Chair, and Treasurer. One team member must be either Head of School or Board Chair. At least one member of the team must have attended a previous prerequisite session that was offered at the PEJE Assembly for Jewish Day School Education in April 2008, at the Yardstick Conference in New York in January 2008, and at the RAVSAK Annual Leadership Conference in January 2008. The next prerequisite session is being offered at a Webinar on September 9th from 1:00-3:00 pm EST. Details are listed at the bottom of this page.
Cost:
School Teams of Two: $700
Additional team members are welcome to attend the training at an additional cost of $100/person.
The cost for the tool, training, and consultation is heavily subsidized by PEJE.
On-site consultations are available at an additional cost and will be priced according to school location and size.
For further information contact financialmodel@yardsticksuite.org.
SFMT Webinar
September 9, 2008
Introduction to the Strategic Financial Modeling Tool
1:00 pm – 3:00 pm EST
RSVP to financialmodel@yardsticksuite.org
Through your attendance at this introductory session on the SFMT, you are eligible to purchase the Strategic Financial Modeling Tool and attend a group training.
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