Skip to main content
2024 NBOA Annual Meeting Main banner

Track: Facilities

Campus Planning and Management

Strategy, Finance, and Facilities, oh my!

Monday, February 26, 2024
10:30 AM - 11:30 AM East Coast USA Time
Location: A705

Sponsored By 

    Presenter(s)

  • Julaine McInnis

    Chief Financial & Operations Officer
    Thayer Academy
    Braintree, Massachusetts

  • Joe Rayburn

    Director of Partner Development
    Building Solutions
    Dallas, Texas

  • Dev Talvadkar

    Managing Director
    Stifel
    Bethesda, Maryland

The facilities life cycle begins with the school’s strategic plan and campus master plan and is further informed by a facilities assessment, operating budget, and PPRRSM fund. Planning and executing the facilities priorities that arise out of these five key tools is often a balancing act. Using a financial model to develop a comprehensive funding plan will serve to facilitate consensus building, understand affordability, and unify various funding sources (fundraising, reserves, debt, etc.).

Learning Objectives:

  • What is the Facilities Life Cycle model and what are its implications How do strategic plans and campus master plans interact with the facilities audit How do schools merge strategic and campus master plans with financial realities and long-term financial sustainability goals