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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.
Conference Call Information
Property and Liability Insurance
Date/Time: Wednesday, June 18, 12:30PM Eastern
Guest: Michael J. Brooks from Austin & Co., Inc.
RSVP: Contact Stephane Acel, CoP Facilitator, to register and get dial-in/log-in details.
Summaries of Conference Calls
- 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. - 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) - 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
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