2019 CBO Training Program

Winter-Spring 2019

Presented in a blended format consisting of both
online and in-person sessions.

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


The Chief 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. Minimize time away from your school.


The CBO Training curriculum is organized into a series of modules presented online and in-person.

The full module list for the 2019 CBO Training program modules appears below.

Please note that for the 2019 CBO Training program, 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 »

Dates & Locations

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


The 2019 Chief Business Officer Training program's in-person sessions dates are as follows:

  • In-Person Session 1: Tuesday, February 19 and Wednesday, February 20, 2019
  • In-Person Session 2: Wednesday, March 20 and Thursday, March 21, 2019
  • In-Person Session 3: Wednesday, April 24 through Friday, April 26, 2019


The 2019 Chief Business Officer Training program will be held at the:

Hilton Sacramento Arden West
2200 Harvard St
Sacramento, California 95815-3306
(916) 922-4700
View on Google Maps

Discounted Room Block

Attendees of the 2019 Chief Business Officer Training are invited to reserve a room under CSDC's room block to receive a discounted nightly room rate as well as other benefits. Accepted applicants will receive more information about this opportunity. Please note, rooms are limited and are available on a first-come, first-served basis and must be reserved for each separate session block. 

Online Sessions

Online sessions will be provided to supplement the in-person trainings. Participants are expected to complete these online trainings in preparation for the in-person sessions.

Tuition Cost

The program costs for the CBO Training program are listed below:

  • Organizations with an active CSDC Membership pay $2,295 per participant. 
  • Organizations without an active CSDC Membership pay $2,995 per participant.

For more about CSDC Membership, please visit our website, www.chartercenter.org/membership

Payment (check, purchase order, or credit card payment) is required at the time of application.

What Tuition Includes

Lodging and travel expenses are not included in the program fees. CSDC does provide lunch during the in-person training sessions, but participants are responsible for all other meals. Participants are responsible for making their own hotel arrangements. Further travel and hotel recommendations and other detailed information will be provided upon acceptance to the program.

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.


Apply to the 2019 CBO Training Program

Applications for the 2019 Chief Business Officers Training program are welcome on a rolling basis until Friday, January 18, 2019. Applications will be reviewed and considered, weighing candidacy based on roles and experience.


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