Liza-Jane Kelly’s Post

As financial challenges increase for independent schools, now’s the time to take a strategic review of your entire estate. From understanding asset utilization to spotting income-generating opportunities, careful planning can help secure your school’s future. Is your school leveraging its full potential?

As financial challenges increase for independent schools, now’s the time to take a strategic review of your entire estate. From understanding asset utilization to spotting income-generating opportunities, careful planning can help secure your school’s future. Is your school leveraging its full potential?

As financial challenges increase for independent schools, now’s the time to take a strategic review of your entire estate. From understanding asset utilization to spotting income-generating opportunities, careful planning can help secure your school’s future. Is your school leveraging its full potential?

With rising financial pressures, independent schools need to adopt a comprehensive strategy for their estates. A helicopter view can identify underutilized assets, streamline operations, and unlock new income sources while protecting the core estate for the future. How could a strategic estate review benefit your school?

A great article by our Anthony Wong on the importance of maintaining your school’s campus. With increasing pressure on schools budgets it is important to be aware of false economies.

The College Cost Transparency Initiative (CCTI) aims to provide clear and comprehensive financial aid offers, ensuring families have the information needed to make informed decisions. Eide Bailly is committed to helping institutions align with these standards for trust and transparency. #HigherEducation #FinancialAid

By conducting a thorough review of their estate, independent schools can pinpoint where to invest, consolidate activities, and potentially generate income from surplus assets. This holistic approach is key to future-proofing operations while maintaining a high standard of education. Are you prioritizing long-term gains over short-term fixes?

In today’s economic landscape, effective financial aid communication is key. #MyLiaison offers tools to help your institution provide prospective students with clear, comprehensive financial options. #FinancialAid #HigherEdFinance

Your voice matters. We are collecting valuable feedback on behalf of the Bond Advisory Committee better to understand our school buildings' condition and needs. Question: The Bond Advisory Committee is discussing the viability of a middle school model. Transitioning to a more traditional 6-8 Middle School and 9-12 High School model could impact academic pathways, student experiences, and facility use. This shift could enhance academic pathways by offering expanded class options and support services, enriching student experiences through increased high school sports access, and optimizing our facility use. Share your thoughts on our website at https://bit.ly/4ezEc83 We encourage diverse opinions and perspectives, and your feedback is invaluable to the Bond Advisory Committee as they develop recommendations for our schools. The responses collected through this survey will be shared directly with committee members as part of the official survey results. Your input will help the committee prioritize improvements, address critical needs, and ensure our schools provide safe, supportive, and inspiring environments for future generations. While you can share your thoughts in the comments, the Bond Advisory Committee will only review the survey responses. #FoundationsForOurFuture #PuyallupSD

🎓💰 Dive into the world of College Funding with Ryan Behnken, MBA from Worthington Financial Partners! 📚✨ Join us for financial guidance and education on one of the most asked-about topics. Watch now and level up your financial knowledge! Video Below. #CollegeFunding #FinancialEducation #worthingtonfinancialpartners