CSDC Hosts California Charter School Business Leaders in Sacramento

This week CSDC hosted several dozen California charter school business leaders as a part of CSDC’s annual Charter Business Officer (CBO) Training Program.

The two-day training at the Westin Sacramento was the second of two in-person sessions in the state’s capitol and culminated participants’ journey through the rigorous 15-week program.

CSDC has hosted the CBO Training Program annually for over a decade, continually refining and deepening the extensive curriculum in response to the growing demands placed on charter school leaders with fiscal management and oversight responsibilities.

“This is the best professional development for charter school leadership I have ever been a part of,” said Steve Wallis, a recent CBO Training participant and current Executive Director of Da Vinci Schools. “I recently finished my MBA and I learned more valuable, relevant information in this program than I did in the entire MBA program!”

Other presentations during the two-day session in Sacramento were led by CSDC Executive Director and Founder, Eric Premack, and former Chief Financial Officer of Summit Public Schools, Joyce Montgomery.

The program concluded with a session on the fundamentals of charter school advocacy led by CSDC Legislative and Outreach Specialist, Laura Kerr, who shared how participants could leverage their experience as highly trained fiscal leaders.

“It’s critically important that charter school leaders – including fiscal leaders – understand the do’s and dont’s of advocacy and know how to identify the elected officials who make the most consequential decisions affecting their schools,” said Laura Kerr. “They can also play a helpful role in busting myths about charter schools in their communities and day-to-day lives.”

Over 40 California charter schools and organizations were represented in this year’s training program, including:

Bay Area

Marie Arce
Director of Finance
Amethod Public Schools

Maria Arechiga
Director of Operations and Compliance
Amethod Public Schools

Rosie Bravo
Senior Director of HR & Operations
ACE Charter Schools

Al Darnell
Chief Financial Officer
Francophone Charter School of Oakland

Bonita Herrera
Senior Director of Operations
East Bay Innovation Academy

Kennedy Hilario
Chief Executive Officer
ACE Charter Schools

Christina Jordan
Finance Manager
American Indian Model Schools

Anna Kogan
Director of Finance
Envision Education

Beverly Lee
The Foundation for Hispanic Education

Kuba Litwin
Senior Accountant
Alpha Public Schools

Marisol Magana
Health & School Support Services Director
AIMS K-12 College Prep Charter District

Kelly Mannion
Executive Director & Superintendent
River Montessori Charter School

Claudia Moreno-Ruiz
Finance Manager
Alpha Public Schools

Yariela Perez
Business Manager
University Preparatory Academy Charter School

Lisa Pitters
Chief Education Officer
Five Keys Charter

Vu Long Trinh
Chief Operations Officer
The Foundation for Hispanic Education

Ruth Wamuyu Schriver
Chief Operating Officer
Downtown College Preparatory

Central Valley & Central Coast

Alee Batin
School Administrative Assistant, Finance Team
California Connections Academy Schools

Jeff Cadwallader
Executive Director
Almond Acres Charter Academy

Tiffany Carrasco
Assistant Director of Finance
California Connections Academy Schools

LaChelle Carter
Director of Finance
California Connections Academy Schools

Delia Felix
Accounting Analyst
Wonderful College Prep Academy

Shellie Hanes
Area Superintendent
Crescent Valley Public Charter School II

Tammy Hushaw
Education Service Director and Deputy Director
Connecting Waters Charter Schools

Bernie Jamero
Executive Assistant
California Connections Academy Schools

Deborah Larson
Office Manager
California Connections Academy Schools

Jacob Kaaekuahiwi
Director of District Partnership Programs
Propel Charter Management Group

Rick Phillips
Operations Specialist
Grow Public Schools

Heather Rocha
Eleanor Roosevelt Community Learning Center

Lupe Sanchez
Director of Compliance, Operations and Family Affairs
Wonderful College Prep Academy

Laney Stair
Director of Business Operations
Eleanor Roosevelt Community Learning Center

Natalie Zayas
Executive Director
Oasis Charter Public School

Greater Los Angeles Area

Steven Alva
Director of Special Education
Gorman Learning Center

David Bensinger
Chief of Staff
Granada Hills Charter High School

Yug Fon Chiquito
Managing Director of Finance
Equitas Academy Charter Schools

Jason Gonzalez
Chief Operating Officer
Fenton Charter Public Schools

Denisse Macias
Director of Office Operations
James Jordan Charter Middle School

Blanca Martinez
Regional Director of School Performance, Management, and Operations
Aspire Public Schools

Lindi Olague
Director of Operations and Strategy
Gabriella Charter School

Gary Saunders
Executive Director
Gorman Learning Center

Jeri Vincent
Corporate Officer
Lifelong Learning Administration Corporation

Greater Sacramento Area & Northern California

Maximilian Barteau
Board President
Children's Community Charter School

Dayana Diaz
Elk Grove Charter School

Yvonne Graser
Supervisor of Financial Services
Gateway Community Charter Schools

Jessica Hamack
Office Manager
Children's Community Charter School

James Hartley
Attendance and Records Manager
Visions in Education Home Charter School

Lars Jorgensen
Chief of Staff
Highlands Community Charter School

Christina Martinez
Director of Independent Study
Highlands Community Charter School

Lillian Matu
Supervisor of Fiscal Services
Gateway Community Charter Schools

Dawn McConnell
Chief Operations Officer
John Muir Charter Schools

Marko Mosunic
Fiscal Manager
Visions in Education Home Charter School

Consuelo Prado
Accounting Manager
Fortune School of Education

Patrick Ratcliff
Director of Accounting
IEM Charter Schools

Monica Rogers
Business Services and Human Resources
Forest Ranch Charter School

Mayra Valdivia
Assistant Deputy Director
Highlands Community Charter School

Morgan Watson
Assistant Principal
Capitol Collegiate Academy

San Diego Area

Dalibor Boshkovski
Financial Analyst
Pacific Coast Academy

Jackie Chen
High Tech High

Isaac Jones
Chief Operations Officer
High Tech High

Brett Peterson
High Tech High

Judd Thompson
Head of Schools
Guajome Schools

CSDC congratulates this year’s cohort for their hard work and commends participants for their commitment to professional development and the effective stewardship of their schools’ resources.

The CBO Training Program is one of several comprehensive, in-person trainings CSDC offers throughout the year. Other in-person programs include the Leadership Intensive (June 26-30, 2023 in Winters, CA) and HR Academy (September 26-27, 2023 in Sacramento, CA), both of which are open for registration.

Registration for the 2024 CBO Training Program will open later this year. Join CSDC’s email list to receive the latest updates on joining next year’s cohort.

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