2018 CBO Training Program

February-April 2018

Presented in a blended format with in-person sessions hosted at the
Hilton Sacramento Arden West
2200 Harvard Street
Sacramento, CA 95815-3306

A comprehensive school fiscal
management training—with a
unique, charter-specific focus.


The Charter Business Officer (CBO) Training Program is an intensive training that delves into the key fiscal management skills required of California charter school directors, business officers, governing board treasurers, and charter-granting agency staff members who have significant financial management and/or oversight responsibilities.

This program is designed to keep schools on the right track and to successfully navigate any potential budgetary pitfalls that they may encounter.

We are excited to be offering the program in a blended format that consists of both in-person and online instruction. This blended approach is intended to give participants additional flexibility with their schedules and help save participants' travel time and costs.

Why Attend?

Gain both in-depth knowledge of the CA educational finance system—and understand charter schools' complicated fit.

Widely recognized as the state's leading experts on charter school finance and policy, CSDC is uniquely positioned to help you understand how charter school finance and operations are similar to—but often differ from—traditional school system practices.

Learn from CSDC's finance experts and build connections with charter school leaders from across the state of California.

In addition to learning from CSDC staff and invited guest experts, you will also build professional connections with the dozens of California charter school leaders CSDC carefully selects for each CBO Training Program.

Make efficient use of your time, as well as your school's professional development budget.

The CBO Training Program is delivered in a blended format consisting of both multi-day in-person sessions and online modules, allowing you to minimize time away from your school.


The CBO Training curriculum is organized into a series of modules presented online and in-person. The descriptions of these modules are summarized below. Please note that the sequence of the modules may not follow the order in which they appear below and that CSDC reserves the right to add, modify, or delete modules as programming requires.

Introduction to California's K-12 School Finance
This module provides a basic introduction to California's K-12 education system, with an emphasis on how charters fit ... View »

Charter School Funding System Fundamentals (Including LCFF & LCAP)
This module provides an overview of the fundamentals of how charter schools are funded, including general-purpose funding and the ... View »

Categorical Programs Management
Provides a structural overview of the few remaining state, federal, and other categorical funding programs available to charter schools, including ... View »

Charter School Attendance Accounting (Classroom- & Nonclassroom-Based)
Provides participants with an in-depth understanding of the definition and concepts of average daily attendance in the charter school context. Includes a discussion of the various forms of ... View »

Charter School Financial Accounting
An overview of charter school accounting, including the accounting cycle; how to establish a chart of accounts and account code structure; ... View »

Budget Development and Monitoring
Provides the role and purposes of budgets and financial plans, typical processes and strategies for developing them, as well as how to monitor ... View »

Cash Flow Management
Provides participants with a detailed understanding of the timing of state and federal charter school revenues and how the flow of these funds relates to the ... View »

Charter School Auditing Process
Provides a basic overview of fundamental auditing concepts, the laws and processes that govern school district audits, and a more detailed review of ... View »

Long-Term Budget Projections and Planning
Provides an introduction to developing, refining, and using long-term budget projections and plans. This module will provide participants with ... View »

Fiscal Oversight, Solvency,and Monitoring
Builds on concepts introduced in previous modules and provides a detailed overview of how charter schools and charter-granting agencies may use ... View »

Special Education Finance
Presents an overview of the fundamentals of laws governing the education of students with exceptional needs, ... View »

Facilities Financing Fundamentals
This module provides an overview of how school districts and charter schools plan for, acquire, and finance school facilities, including ... View »

Personnel & Labor Relations
Provides participants with the fundamentals of charter school personnel and human resources management, including labor and ... View »

Risk Management & Benefits
Provides an overview of the major areas of risk that charter schools face, organizational and practical strategies for mitigating and preventing risk, and ... View »

Time Management
Managing the myriad requirements of reporting, compliance, and auditing takes focus and determination. This module will help charter CBOs gain ... View »


The full CBO Training Program consists of a series of in-person and online sessions.

In-Person Sessions

In-person trainings will be held at the Hilton Sacramento Arden West. There will be three multi-day, in-person trainings:

  • Monday, February 5 and Tuesday, February 6, 2018
  • Monday, April 2 and Tuesday, April 3, 2018
  • Monday, April 23 through Wednesday, April 25, 2018

Each in-person training session generally begins at 9:00AM and ends no later than 5:00PM. (A more detailed itinerary will be provided to confirmed participants.)

Online Sessions

Online sessions will be provided to supplement the in-person trainings. Online sessions are hosted via the Blackboard Learn learning management system and consist of multimedia presentations, assignments, and quizzes. Participants are expected to complete these online trainings in preparation for the in-person sessions.


Hilton Sacramento Arden West

The in-person component of the 2018 CBO Training Program will be held at the Hilton Sacramento Arden West.

Arriving via Air • The nearest airport is Sacramento International Airport (SMF), which is located approximately 15 miles from the Hilton Sacramento Arden West.

Arriving via Car • Parking is available at the Hilton Sacramento Arden West for $4 per day (or overnight stay).

Discounted Room Block

Admitted participants will have access to CSDC’s discounted room block, through which they may reserve a room at the great nightly rate of $139. In addition to this discounted nightly rate, CSDC’s room block also yields a number of additional benefits, including complimentary guestroom wifi, discounted parking ($4.00 per overnight stay), and complimentary access to the Hilton’s pool and fitness center.

February 5-6
In-person Session
Check-in: Feb. 4
Check-out: Feb. 6
Deadline: Jan. 21


April 2-3
In-person Session
Check-in: Apr. 1
Check-out: Apr. 3
Deadline: Mar. 11


April 23-25
In-person Session
Check-in: Apr. 22
Check-out: Apr. 25
Deadline: Apr. 1


Program Cost

Participant fees for the 2018 CBO Training Program are listed below:

  • Organizations with an active CSDC Membership pay $2,385.00 per participant. For more on CSDC Membership, please click here.
  • Organizations without an active CSDC Membership pay $2,885.00 per participant.

Program fees cover registration, materials, presentations, individual assistance with the finance exercises, lunch on each day of the in-person trainings, and an evening cocktail reception.

Lodging, food (besides lunch), and travel expenses are not included in the program fees. Participants are responsible for making their own hotel arrangements.

Who Applies?

The CBO Training Program is designed for charter school directors, business officers, governing board treasurers, and charter-granting agency staff members, and certified public accountants who have significant financial management and/or oversight responsibilities and who are committed to attending and participating in a rigorous training program.

The CBO Training Program is not open to charter school consultants and other service providers.


Admission to this program is by competitive application and is at the discretion of CSDC. Applicants will be accepted on a rolling basis, so CSDC encourages those interested to apply as early as possible. CSDC seeks a diverse participant clientele and does not discriminate on the basis of race, ethnicity, disability, gender, age, or any other basis prohibited by law.


Complete the online application, which should take between 20 and 30 minutes to finish. Please note that the application window for the 2018 CBO Training Program closed on Tuesday, January 16, 2018. Space permitting, CSDC will continue to receive and review applications. Please contact CSDC for current availability.

Mail check or purchase order for program fee ($2,385 or $2,885, depending upon CSDC Membership status) to the Charter Schools Development Center; 817 14th Street, Suite 300; Sacramento, CA 95814. Please note that CSDC will not deposit an applicant's check until he/she has been offered admission to and formally confirmed his/her participation in this year's program. CSDC will destroy the checks of nonapproved applicants.

Deadlines and Notifications

All application materials (online application, full payment, and, if admitted, statement of intent) were due by 11:59PM on Tuesday, January 16, 2018. If you are submitting an application past the January 16 application deadline, please contact CSDC for instructions on remitting tuition payment.

Cancellation Policy

Cancellations must be made to CSDC in writing. The cancellation policy applies to those individuals who cancel after they have already been accepted and have committed to the CBO Training Program. Those who cancel on or before Friday, January 19, 2018, will be refunded the total minus a $250 cancellation fee; however, those who cancel on January 20, 2018, or later will not be reimbursed. Those who do not attend the program will not be eligible to receive reimbursement or program materials. Please contact CSDC with any questions.

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