AAFCPAs to Speak on Building Stronger Financial Practices at Independent Schools

AAFCPAs Partners David Kelleher, CPA, CGMA, and Lauren M. Duplin, CPA, will present an upcoming AISNE Insight for Heads of School, CFOs, and finance professionals focused on the financial processes and controls that support sound reporting and effective oversight. The virtual program will offer practical perspective for schools looking to refresh established procedures, navigate changes in the finance office, or identify opportunities for improvement. The discussion may be especially valuable for smaller schools, where staffing can introduce additional considerations around responsibilities and separation of duties.

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What: AISNE Insight: Bedrocks for Internal Controls & Strong Financial Reporting

When: November 16, 2026, 12:00 – 1:00 PM ET

Where: This is a live virtual event.

Attendees will come away with practical considerations they can apply when assessing internal finance policies, procedures, and reporting practices.

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Drawing on their work with independent schools and other nonprofit organizations, the speakers will take a closer look at the day-to-day workings of the finance office, including monthly close processes, general ledger structures, approval protocols, separation of duties, and common areas of risk. They’ll also explore how financial information can be presented clearly and meaningfully to trustees and other school leaders.

David Kelleher, CPA, CGMA

Partner

Lauren M. Duplin, CPA

Nonprofit Partner, Outsourced Accounting & Fractional CFO

Putting This Into Practice: Accounting and Advisory for Education

AAFCPAs’ Education Practice is built around the complexities of educational institutions and the people responsible for leading them. Our advisors combine deep education-sector knowledge with audit, tax, accounting, and advisory capabilities, giving clients access to insight across internal controls, financial reporting, outsourced accounting, Fractional CFO support, capital planning, endowments, tax compliance, and complex accounting matters. We work closely with education leaders to understand the institution behind the numbers, bringing together the right perspectives as needs evolve. The result is advice that is technically grounded, practical to apply, and connected to the larger financial and operational priorities of the organization.

These insights were contributed by David Kelleher, CPA, CGMA, Partner and Lauren M. Duplin, CPA, Nonprofit Partner, Outsourced Accounting & Fractional CFO.

Questions? Reach out to our authors directly or your AAFCPAs partner.

AAFCPAs offers a wealth of resources on accounting and financial management for educational institutions. Subscribe to get alerts and insights in your inbox.