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20th Annual California Charter Schools Conference

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California Charter Schools Association Logo
The 20th Annual California Charter Schools Conference was held at the San Diego Convention Center, March 11 - March 14, 2013. EdTec was proud to be a sponsor, exhibitor, and Breakout Session presenter on 10 key topics with partner schools and authorizers.

If you are a charter school leader who was unable to attend the conference this year and would like printable PDF copies of session handouts, click on the link under each session below, or email askus@edtec.com and we'll be happy to send them to you via email.

Measuring Up: Using & Understanding Benchmarks for Budgeting

  • Tuesday 3/12, 10:45 AM - 12:00 PM
  • Strand: Budget & Cashflow
  • Description: Ever wonder what other schools are spending? This session will feature a comparative analysis of averages, ranges, and patterns in charter school expense data that provides a valuable perspective on the budgeting process. Presenters will demonstrate how to support decision-making by examining statewide data, broken down into sub-groups by demographics, region, and years in operation. Discussions will focus on interpreting and analyzing data, and on how schools can use benchmarking to make better-informed budget decisions.
  • Download the Benchmarking presentation here.

  • Presenter(s):Bryce Fleming and Kelly Theofanis (EdTec Inc.), Gene Straub (Larchmont Schools)

Board Governance and Accountability: Tools for Success

  • Tuesday, 3/12 2:25 PM - 3:40 PM
  • Strand: Governance
  • Description: A well-functioning board is critical to the success of charter schools. This interactive session is for board members, school leaders, and others interested in evaluating and improving board effectiveness. The session provides a practical understanding of board responsibilities, processes, and accountability metrics. Throughout the session, participants will work through problem-solving cases, leveraging frameworks, tools, and the experiences of their peers. Participants will leave with a brand new toolkit to boost board performance and success.
  • Download the Board Governance & Accountability presentation here.

  • Presenter(s): Jennie Bartkowiak and Brandon Paige (EdTec Inc.), Bill Schaff (Academy of Alameda), Alison Suffet Diaz (Environmental Charter Schools)

Crowdfunding: Success Stories and Best Practices

  • Tuesday, 3/12 2:00 PM - 3:15 PM
  • Strand: Fundraising
  • Description: Is your school using crowdfunding effectively (or at all)? Did you know that, due to their wide reach, crowdfunding campaigns often bring in a majority of their funds from outside the immediate school community? This session will examine different types of crowdfunding campaigns (classroom/project-based, school wide annual fund, etc.) and platforms (DonorsChoose, Fundly, Kickstarter, etc.), to help participants understand how best to use crowdfunding with their schools. Crowdfunding success stories, statistics, and best practices for implementation will be shared, and a mini-campaign will be prototyped.
  • Download the Crowdfunding presentation here.

  • Presenter(s): Peter Laub (EdTec Inc. / Urban Montessori Charter School), Parker Thomas (Urban Montessori Charter School)

Bridging the Gap: Understanding Cash Flow Options in the Midst of Deferrals

  • Tuesday, 3/12, 3:45 PM - 5:00 PM
  • Strand: Budget & Cash Flow
  • Description: The state budget crisis and Proposition 30 have made an already difficult school revenue stream even more challenging. Participants will learn about the current apportionment schedule and how it compares to the timing of school expenses. School leaders will share their proven strategies to keep school cash flow positive. The session will also examine methods of acquiring financing to bridge gaps in cash flow and provide a blueprint for how to evaluate the different options available.
  • Download the 2013 Bridging the Gap presentation here.

  • Presenter(s): Bryce Fleming (EdTec Inc.), Karla Branch (R.A.A.M.P. Charter Academy), Brian Prater (Low Income Investment Fund)

Developing Sound and Defendable Charter Petition Budgets

  • Tuesday, 3/12, 3:45 PM - 5:00 PM
  • Strand: Developing New Charter Schools
  • Description: The petition budget can be a major stumbling block for developers because it is a concrete area that authorizers can target for denial. Without a sound budget based on solid assumptions, otherwise great petitions will likely be denied approval. Learn about budgeting and assumptions, developing accurate cash flow projections, and common pitfalls throughout the process. Also hear effective strategies from successful petitioners on how to present and defend your petition budget.
  • Download the Charter Petition Budget presentation here.

  • Presenter(s): Dorothy Lee (EdTec Inc.), Ruth Dutton (Sycamore Valley Academy), Laurie Inman (Apple Academy Charter Public School)

Replicating for Success: Approaching Growth Strategically

  • Tuesday, 3/12, 3:45 PM - 5:00 PM
  • Strand: Developing New Charter Schools
  • Description: Replication requires a strategic approach to a number of financial and operational considerations in order to be successful. And while there isn't one right approach to replication, there are a number of best practices within the industry. Join our session to hear from seasoned school leaders who are or have been involved with replication at various levels, what lessons they have learned, what to prioritize, and what questions still persist for replicators.
  • Download the Replication presentation here.

  • Presenter(s): Gasper Martinez (EdTec Inc.), Dr. Jacqueline Elliot (Partnerships to Uplift Communities), Isabelle Parker (Summit Public Schools)

SELPA vs. School-of-the-District: Understanding the Key Decision Points

  • Tuesday, 2/12 3:45 PM - 5:00 PM
  • Strand: Special Education
  • Description: Are you a school-of-the-district considering a switch to a Charter Special Education Local Plan Area (SELPA)? This presentation examines the educational, programmatic, and financial considerations that a school needs to weigh when making this critical decision. Panel members will present a financial framework for attendees to use in order to assess the financial concerns, and detail one school's experience as a case study to demonstrate the key decision points. Attendees are encouraged to bring their Special Education questions!
  • Download the Special Education presentation here.

  • Presenter(s): Brandon Paige (EdTec Inc.), Nora Bullock (Academy of Alameda), Catherine Conrado (Sonoma County Charter SELPA), Susan Olson (Sebastopol Independent Charter School)

Saving Money Through Procurement: Deciding When and How to Use RFPs

  • Wednesday, 3/13 8:30 AM - 9:45 AM
  • Strand: Budget & Cash Flow
  • Description: The session will involve an interactive exploration of the benefits of a formal procurement process. Participants will engage in an in-depth look at how to set up a procurement process, emphasizing when and how to establish a formal Request for Proposal. Schools will share successes and failures in managing procurement, with on-the-spot troubleshooting. Tips will be shared on managing vendor relationships to maximize the value vendor partners deliver over the lifetime of the contract, as well as taking advantage of group purchasing opportunities.
  • Presenter(s): Eric Rubinstein (EdTec Inc.), Joe Harrington (California Charter Schools Association), Marco Rafanelli (Momentum Ventures)

Connecting the Dots: The Relationships Between Funding and Student Data

  • Wednesday, 3/13 9:45 AM - 10:45 AM and 12:45 PM - 1:30 PM
  • Strand: Facilities, Operations and School Safety Expo
  • Description: In these economic times, maximizing your school's funding is critical. Most school leaders understand that student data drives funding, but with new systems like CARS and CALPADS, it can be difficult to figure out how data and various funding sources are connected. Resident experts from EdTec's data and finance groups have teamed up to give you the comprehensive overview to get your data right and to maximize the funding your school deserves. use benchmarking to make better informed budget decisions.
  • Presenter(s): Gasper Martinez, Yoon Chang and Chris Lim (EdTec Inc.)

Deep Dive: The Ins and Outs of Charter School Revenues and Expenditures

  • Wednesday, 3/13 3:45 PM - 5:00 PM
  • Strand: Developing New Charter Schools
  • Description: Develop a strong understanding of how charter schools are funded, how schools spend their money, and where the pros find ways to save. Topics will include local, state, and federal sources of revenue, timing, eligibility, and how to overcome common obstacles, as well as how to realistically estimate expenditures and save big. With this knowledge under your belt, you'll be better equipped for public hearings, board meetings, and budget oversight, and to create a sustainable financial model for your school. Also attend Developing Sound and Defendable Charter Petition Budgets on Tuesday at 3:45 p.m.
  • Download the Charter Revenues & Expenditures presentation here.

  • Presenter(s): Bryce Fleming, Dorothy Lee, and Gasper Martinez (EdTec Inc.), Kristen McCaw (California Charter Schools Association)
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