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Financial Sustainability

Schools are feeling squeezed by demographic changes, rising competition, and the costs associated with supporting students, both academically and emotionally. EAB can help you understand the trends and set a strategy for ongoing financial sustainability.

Our Products

Independent School Executive Forum

Equipping school leaders with the research, strategies, and tools to address their most pressing challenges including financial sustainability, student wellness, fundraising and alumni engagement, professional development and more.
  • 124 member schools across the United States
  • 90% of members consider national meetings “Excellent.”
“Despite my busy schedule, I will always block off time to talk with EAB, because I know it will be thoughtful, interesting, and I’ll learn a lot too.” – Independent School Executive Forum member

District Leadership Forum

Providing superintendents and other leaders with the strategies and data they need to make more informed decisions, effectively implement ideas, and create a high-performing district.
  • Currently serving 120 (and counting) member districts across the United States
  • 3.95/4.00 cumulative national meeting GPA since 2017
“It would take a full-time researcher a whole year to pull together the data that EAB can synthesize in 10 days.” – Superintendent

Research & Insights

Summary This report explores the strategies used by four public school districts to allocate budgetary resources to support strategic initiatives. The report describes how profiled districts use strategic planning to prioritize resources and explores methods to launch and assess new initiatives. Key observations from our research 1. Align funding priorities with the district-wide strategic plan.…

Institutional Risk Management Playbook

Read our 12 best practices for establishing an effective risk management process.
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Summary This research brief explores how profiled districts create opportunities for the community to participate in the budget process. The brief describes strategies that finance administrators at profiled districts use to engage both internal and external stakeholders. The brief also discusses the impact and benefits of community budget feedback at profiled districts. Key observations from…

Summary Most school districts continue to use traditional compensation systems that set compensation according to a teacher’s experience and level of education. However, a growing minority of districts now use compensation systems that set teacher pay according to performance and other factors. By incentivizing performance, district leaders hope that performance-based compensation systems can increase teacher…

With growing concerns about economic and demographic changes, price of tuition, and questions of the value of independent school education, financial sustainability is an issue for independent schools. This brief highlights major factors that impact financial sustainability and lays out six levers you can use to inflect it: advancement, cost cutting, alternative revenues, enrollment management,…


About the Webconference This webconference will provide strategies for mitigating the impact of summer slide by improving student participation and engagement in summer learning programs. Additionally, we will discuss how districts can support students who cannot attend summer learning experiences through parent-facing literacy prompts.

About the Webconference What metrics should we be tracking? How do we share our findings? School leaders are looking to make more data-driven decisions and often turn to our team for guidance. To complement our EAB study Impactful Financial Dashboards, we’ve invited one of our member heads to share their approach with you. Join us for a…

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