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Exploring the Strategic Relationship Between the CFO and Technology Leader

Strong budgeting starts with strong relationships. Created in partnership with Veracross, this resource highlights how collaboration between the chief financial officer and technology leader can transform strategic planning in independent schools. The guide outlines key conversations, budgeting mindsets, and practical questions that help both leaders align on short- and long-term goals. With input from NBOA members and experienced tech directors, it offers a roadmap for building trust, improving communication, and making smarter financial decisions that support your school’s mission.

Note: This is a member-exclusive resource. ATLIS members who are logged in may download this resource for free.

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