Robert Cordero, Christina Gray, Michael Trapp and Michael Talt will be exhibiting at the 2026 NBOA Annual Meeting & Business Solutions Showcase from Sunday, March 1st to Wednesday, March 4th at the Orlando World Center Marriott in Orlando, FL.
Robert and Christina will be speaking on Tuesday, March 3rd from 10:30 a.m. to 11:45 a.m. on “All Things Tuition: Pricing, Discounting and the Gap”. This session examines how tuition strategy drives a school’s financial health, including market-aligned pricing, financial aid optimization and the impact of discounting on net tuition revenue. Attendees will gain a practical framework supported by independent school trend data to balance affordability with long-term financial sustainability.
Robert and Michael will be speaking at Table 12 on Tuesday, March 3rd from 2:30 p.m. to 4:00 p.m. on “Endowments in Independent Schools: Financial Reporting, Strategy and Stewardship”. This session examines the financial reporting and strategic management of independent school endowments, including compliance with FASB ASC 958 and UPMIFA, donor restrictions, underwater funds and board-designated assets. Attendees will gain practical insights to strengthen stewardship, enhance transparency and align endowment strategy with institutional priorities such as tuition assistance.
Stop by exhibit booth #221 to meet with our professional staff and learn more about our Not-for-Profit and Independent Schools services.

