James Pugh & Associates  LLC 


Presentations and articles during the last decade include:

    A Trustee Guide to the Operating Budget
    Association Compensation Surveys - how to stay within the FTC/DOL safe harbor
    Financial Equilibrium
    Financial Reporting to the Board of Trustees/Governors
    Fund Accounting and GAAP
    Hopkinton Independent School - a case study in forensic accounting
    How (and Why) to Unitize the Endowment
    Keeping Your Balance in the Business Office - a survival manual

    Net Tuition Revenue - an introduction
    Preparing Next Year's Operating Budget
    School Finances 101
    The Best and the Worst of Audits
    Hopkinton Independent School - a case study in forensic accounting
    The NBOA Business Operations Compensation Study
    The NBOA Financial Position Survey - 5 years of longitudinal data
    The Role of Data Surveys for Independent Schools
    The Trustee Dashboard
    The View from 30,000 Feet
    The View from the Trenches
    Tuition Remission - national statistics and trends
    Visual Presentation of Quantitative Data - how to improve reports to the trustees

Groups to which he has presented include:

    Independent Schools Business Officers Association of California (Cal-ISBOA)
    East Asia Regional Council of Schools - Large Schools (EARCOS LS) 
    National Business Officers Association (NBOA)
    National Association of Independent Schools (NAIS)
    Jesuit Secondary Educational Association (JSEA)
    Xaverian Brothers Sponsored Schools (XBSS)
    Pacific Northwest Association of Independent Schools (PNAIS)
    Philadelphia Area independent School Business Officers Association (PAISBOA)

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