Chief Business Officer Training Program - Part 3 of 3

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 Founding Director, Eric Premack, has distilled his extensive knowledge of school finance, accounting and management into a series of "modules" that he will present to participants during several multi-day sessions held between January 2010 and March 2010.

Due to the limited number of seats available, admission to the CBOT program will be competitive.

		The CBOT application deadline was November 30, 2009. Interested applicants who did not submit their materials prior to the November 30 deadline should call CSDC to check for program availability.
		Applicants must also complete a statement of intent to participate. Mail completed statements to CSDC, 7750 College Town Drive, Suite 100, Sacramento, CA 95826.

Program fees include admission to workshops, all workshop materials, individualized project oversight and lunch.

Among many other benefits, CSDC subscribers receive great discounts at our workshops and training sessions. Save on CBOT by subscribing today. Full Program (9 days): $2,250 Partial Program (3 or more consecutive days): $245 per day Partial Program (1-2 days): $265 per day

Full Program (9 days): $2,500 Partial Program (3 or more consecutive days): $275 per day Partial Program (1-2 days): $295 per day

All sessions will be held in the greater Sacramento area. Location to be announced shortly.

CBOT participants will be required to make their own lodging and travel arrangements.

"A great opportunity to gain in-depth knowledge on charter school finance and management. No body leaves without identifying new sources of funding and ways to improve school management and compliance. Materials are very thorough and worth the price of admission."

"This is possibly the most valuable and practical week a charter business manager can spend."

"Intense but priceless. A definite must for charter schools."

"The networking opportunities are invaluable."

Each day of CBOT will begin promptly at 8:30AM and will conclude by 5:00PM.

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: Provides 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: Provides 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: Provides participants with 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: Provides 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: Provides participants with a detailed understanding 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: Provides an introduction to how to develop, refine and use long-term budget projections and plans.   Fiscal Oversight, Solvency and Data Reporting: Provides 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: Provides 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: This module provides 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: Provides 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: Provides participants with the fundamentals of 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: Provides 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.