Presented in a blended format with in-person sessions hosted at the
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.
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.
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 »
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 trainings will be held at the Hilton Sacramento Arden West. There will be three multi-day, in-person trainings:
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 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.
Check-in: Feb. 4
Check-out: Feb. 6
Deadline: Jan. 21
Check-in: Apr. 1
Check-out: Apr. 3
Deadline: Mar. 11
Check-in: Apr. 22
Check-out: Apr. 25
Deadline: Apr. 1
Participant fees for the 2018 CBO Training Program are listed below:
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.
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.
Deadlines and Notifications
All application materials (online application, full payment, and, if admitted, statement of intent) must be received by CSDC no later than 11:59PM on Tuesday, January 16, 2018.
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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