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CSDC Events and Trainings

 

 

From specialized workshops to multi-day events, the Charter School Development Center’s event lineup has something for nearly every person involved in California charter schools. Scroll down to view a complete listing of the events CSDC has recently offered. For a listing of confirmed events, please click the "Upcoming Events" link under the "EVENTS" tab.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  Chief Business Officer Training Program
 
 
CSDC's Chief Business Officer Training (CBOT) is an intensive 9-day, 72-hour program designed for California charter school directors, business officers, charter granting agency staff and charter school employees who have significant financial management and/or oversight responsibilities.
 
 
   
CSDC structures its CBOT program into a series of modules that include the following topics:
 
 
Introduction to California's K-12 Education Finance: A basic introduction to California’s K-12 education system, with an emphasis on how charter schools fit into the system.

Charter School Funding System Fundamentals: An overview of the fundamentals of how charter schools are funded, including general-purpose, categorical block grants, restricted state and federal programs and special funding sources.

Categorical Programs Management: An intensive overview of the primary categorical funding programs available to charter schools, including detailed information on how to apply for, manage, comply with and maximize the benefit of each.


Charter School Attendance Accounting
: An in-depth understanding of the definition and concepts of average daily attendance in the charter school context.

Charter School Accounting: An overview of school accounting, including the accounting cycle, how to establish a chart of accounts and account code structure, electronic accounting systems/packages and accounting bases and standards. An overview of these matters in traditional school districts and a more detailed overview of how charter schools address the same challenges and issues.

Budget Developing and Monitoring: An overview of the role and purposes of budgets and financial plans, typical processes and strategies for developing them as well as how to monitor them during the course of the fiscal year.

Cash Flow: A detailed overview of the timing of state and federal charter school revenues, their relationship to the state apportionment calendar and an overview of how to use these data, along with school-specific expenditure data to develop accurate cash flow projections. Also provides practical tips on how to manage projected cash shortfalls, including economical short-term borrowing practices.

Long-Term Budget Projections and Planning: An introduction to developing, refining and using long-term budget projections and plans.

Fiscal Oversight, Solvency and Data Reporting: A detailed overview of how charter schools and charter-granting agencies may use fiscal and other data to monitor and oversee the fiscal solvency of charter schools and the propriety of their financial management practices. Also provides an overview of common fiscal reporting requirements.

Auditing: A basic overview of fundamental auditing concepts, the laws and processes that govern school district audits and a more detailed review of charter school auditing requirements. Also provides practical suggestions on how to develop and manage an internal and external auditing process, read and understand audit reports, prevent negative audit findings, and respond to negative audit findings.

Facilities Overview, Proposition 39, and Facilities Management: An overview of how school districts plan for, acquire and finance school facilities and a more detailed overview of these topics in the charter school context.

Risk Management and Benefits: An overview of major areas of risk facing charter schools, organizational and practical strategies for mitigating and preventing risk and options/strategies for insuring against risk.

Personnel and Labor Relations: An introduction to charter school personnel and human resources management, including labor and employment law, collective bargaining and labor relations, applicable staff qualifications and credentialing requirements and model personnel practices.

Special Education: An overview of the fundamentals of laws governing education of students with exceptional needs, how the services are provided and funded and how charter schools can manage the costs and risks associated with special education while maintaining and supporting strong academic performance among students with exceptional needs.
 
       
  Please continue to visit this page or sign up as a "Trial User" to receive updates on the next CBOT program.  
       
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  Fall Leadership Update
       
 
The Fall Leadership Update is a large, multi-day event designed for present charter school staff and leadership. The event begins with Eric Premack’s “Leadership Update”—an extensive analysis of the latest fiscal and regulatory trends impacting charter schools. After the “Leadership Update,” participants will be able to attend a series of high-quality breakout sessions covering topics ranging from employee benefits to educational programming. Attendees will also have ample time to network with other charter school leaders and visit exhibitors’ tables. For more details on the 2010 Fall Leadership Update, please click here.
 
       
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  Governance Academy
       
 

Working in collaboration with Eagle Peak Montessori School, CSDC's Governance Academy provides year-long training on best practices for charter school board members. Participation is limited to charter school directors (principals) and charter school governing board chairpersons and treasurers. Governance Academy participants will do the following:

  • develop a complete and coherent set of by-laws, policies, and corporate papers
  • attain clearly defined board member roles, responsibilities, and committees;
  • learn how the school’s charter, state law, and memoranda interact
  • create a clear and regular schedule of board meetings, fiscal, and academic reports appropriate for their schools
  • master the practice of governing by staying focused on the decisions and discussions that truly matter to student success

Please continue to visit this page or sign up as a "Trial User" to receive updates on the next Governance Academy program.

 
       
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  Leadership Institute ("Boot Camp")
 
 
The Charter School Leadership Institute is a widely recognized leadership training opportunity for California charter school leaders. This intensive, multi-day "boot camp" is designed to ensure that charter school leaders have the technical and organizational tools necessary to effectively lead their schools. The 12th annual CSDC Charter School Leadership Institute will feature national charter school experts at a beautiful facility for a fraction of the actual cost. For more information, please click here.
 
       
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