CBO Training Program

Program Dates

January 16-May 7, 2024


In-Person & Online

Important Dates

Early Deadline: November 30, 2023; Standard (Final) Deadline: January 9, 2024


The Charter Business Officer (CBO) Training program brings together a new cohort of charter school business and operations leaders each spring to learn, problem-solve, network and share. The comprehensive hybrid program offers a rigorous curriculum that delivers the critical skills and knowledge required of charter school leaders with significant financial management, operational and oversight responsibilities. The training is an unparalleled opportunity for the state’s charter school business leaders to develop and master the expertise needed to effectively navigate their organization’s fiscal and operational health and long-term stability. CBO participants earn extensive training, resources and develop a statewide network of charter business leaders. 

Why Attend?

For over 16 years, CSDC has offered the CBO Training Program to provide charter school business leaders with the critical skills and knowledge required to maintain their schools' operational health and long-term stability. Here's why California charter school finance professional have attended the program:

Learn from charter school fiscal experts.

Training content provides a breadth and depth unparalleled in the California charter school sector, with topics ranging from charter school history and funding opportunities to fiscal strategy, compliance, and risk management. Content is updated annually to help charter fiscal leaders navigate the current environment.

Get expert feedback on real-world exercises.

Complete hands-on exercises with real-world applications and relevance to your school’s context. Plus, have your specific questions answered by our expert instructional team.

Engage with colleagues from across the state.

Engage with colleagues from similar charter school organizations and build your professional network across the state.


Who Attends?

CSDC seeks applicants to the CBO program who are professionals with substantial fiscal and/or operational oversight responsibilities who are presently employed by or serving at an active California charter school organization(s), district office(s), or county office(s) of education. Principals or other academic leaders also participate in the program in order to effectively communicate with business staff and board members. We also encourage CBO Training program alumnus to attend every two-to-three years to reengage with the dynamic content. CBO Training participants work at all levels within charter organizations:

  • Executives: Executive Directors, Controllers, COOs, Finance Officers, Board Chairs
  • Directors: Finance, Operations, Business Directors, Site Leaders
  • Managers and Coordinators: Accounting, Operations, Business Services, Bookkeepers, Finance Analysts

NOTE: The program is designed for those currently employed by a charter school and is not designed for consultants, charter service providers, or new charter developers in the petition-drafting phase. CSDC urges these audiences to attend our annual conference in the fall.


Online sessions will be held on Tuesdays from 9:30AM-12:30PM. Two in-person sessions will be held at the Westin Sacramento on January 23-24, 2024 and April 2-3, 2024


The information you gain from this program is invaluable. Everyone is extremely knowledgeable. Gaining access to your local cohort and network of charter professionals was a great way to ask your peers questions and help solve real world problems. Thank you so much for all your hard work and dedication!

Jeremy Adams

Business Analyst, Visions in Education Charter Schools, Carmichael, CA

This is the best professional development for charter school leadership I have ever been a part of. I recently finished my MBA, and I learned more valuable, relevant information in this program than I did in the entire MBA program!

Steve Wallis

Principal, Da Vinci Schools, El Segundo, CA

As a newly promoted CBO, it was a great program to fill in the gaps between what I already knew, what I knew I needed to learn, and what I didn't even know I was missing. The weekly live sessions are filled with important information and the cohort meetings gave us a time to converse about how it relates to our individual schools.

Rebecca Traum

Business Manager, Woodland Star Charter School, Sonoma, CA

In our current political state all charter leaders need to be well informed in how to develop and maintain their business practices and financial obligations. The CSDC CBO training provided an excellent foundation to building this necessary understanding.

Kenneth Larson

Principal, Alta Vista Innovation High School, Hesperia, CA

Program Fees

CSDC Members

Organizations with an active CSDC Membership


per participant for the 15-week training


Organizations without an active CSDC


per participant for the 15-week training

Registration includes: weekly online sessions, access to materials, open office hours with staff, and breakfast, refreshment breaks, and lunch at both workshop sessions. It does not include travel or the cost of a hotel room, nor dinners outside of the scheduled program events.

CSDC members receive a significant discount, but membership is not required of applicants. Most Leadership Intensive program participants become CSDC Members to take advantage of the ongoing operational support CSDC provides to members including detailed analyses of the latest high-stakes fiscal, political, legal, and regulatory developments and access to member-only webinars and resources.

Learn more about Membership


Registration for the 2024 CBO Training Program is now closed. Please contact events@chartercenter.org with questions.