2021 CBO Training Program



Presented in a blended format consisting of in-person, live webinar, and online sessions.

The application window for the 2020 Charter Business Officer Training program is now closed. Applications for 2021 will be accepted beginning in October 2020.

Applications for our CBO Training program will be reviewed and considered, weighing candidacy based on roles and experience. Spaces are limited. Applicants who apply in Round 1 will have a higher chance of acceptance into the program. In the event there are more applicants than spaces available, we will form a waitlist. Applicants are encouraged to apply early when the application opens.

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 consisting of multi-day in-person sessions, live webinars, and online modules facilitated by our instructors. This blended approach is intended to give participants additional flexibility with their schedules and help save participants' travel time and costs.

Download our latest brochure to learn more about the CBO Training Program.

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 multi-day in-person sessions, live webinars, 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. Below is a sample schedule and list of modules from our 2019 CBO Training. Schedules and modules are updated and added each year.

Please note that for the 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.


Intro to CA’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 into this complex multi-agency and multi-layered system. Participants will gain both an historical and conceptual framework for understanding the current trends in California education finance.

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 Local Control Funding Formula (LCFF) and Local Control Accountability Plan (LCAP); as well as restricted state and federal programs and other special funding sources; charter school accountability; and minimum charter renewal thresholds. Also included is a discussion of "direct" versus "local" funding and how charter school funding compares with and differs from the district funding system.

Categorical Programs Management
Provides an overview of the many remaining state, federal, and other 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 (Classroom- & Nonclassroom-Based)
Provides participants with an in-depth understanding of the definition and concepts of average daily attendance, the primary driver in computing school funding entitlements, specifically in the charter school context and its interaction with innovative instructional practices. Includes a discussion of the various forms of school attendance, including compulsory attendance, attendance as it relates to academic credit, credentialing, and attendance for apportionment credit.

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; electronic accounting systems/packages; and accounting bases and standards. This module also provides an overview of these matters in traditional school districts, as well as a more detailed overview of how charter schools address the same challenges and issues.

Budget Development, Monitoring, and Long-term Planning
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. This module will provide training and hands-on experience for using the Fiscal Crisis and Management Assistance Team’s LCFF calculator for budgeting and planning purposes. This module will also cover long-term budget projections, and provide participants with ideas for designing easily-updated electronic financial planning tools.

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 state apportionment calendar. This module also provides an overview of how to use these data, along with school-specific expenditure data to develop accurate cash flow projections. Lastly, this module will discuss practical tips for managing projected cash shortfalls, including economical short-term borrowing practices.

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 charter school auditing requirements. This module also provides practical suggestions on how to develop and manage an internal and external auditing process, read and understand audit reports, and prevent and manage negative audit findings.

Fiscal Oversight and District Impact
Builds on concepts introduced in previous modules and 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. This module also provides an overview of common fiscal reporting requirements.

Facilities Financing Fundamentals
This module provides an overview of how school districts and charter schools plan for, acquire, and finance school facilities, including Proposition 39 ("rent free," district-owned facilities) and the state's lease aid program, bond financing and other funding sources.

Risk Management & Employee Benefits
Provides an overview of the major areas of risk that charter schools face, organizational and practical strategies for mitigating and preventing risk, and options/strategies for insuring against risk including general liability, workers' compensation, property, fidelity, and other lines of insurance. This module also covers the basics of benefits typically offered by charter schools, including health and welfare, STRS, PERS, and other retirement plan benefits.

Personnel & Labor Relations
Provides participants with the fundamentals of charter school personnel and human resources management, including labor and employment law specific to the business office; collective bargaining and labor (union) relations; applicable staff qualifications and credentialing requirements; and best practices.

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

Financial Management Ethics
This module reviews the various bodies of law that govern financial management ethics, as well as how to prevent and mitigate conflicts of interest, nepotism, cronyism, and other unethical practices that may reflect poorly on a school. The module reviews actual case materials to explore real life examples of challenging ethical issues.

Time Management
Managing the myriad requirements of reporting, compliance, and auditing takes focus and determination. This module will help charter CBOs gain strategies for efficiently and expertly managing all priorities.
Dates & Locations

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

In-Person Session Dates

The 2021 Charter Business Officer Training program's in-person sessions dates will be announced in the Fall.

Participants must attend all sessions and should book travel accordingly, arriving by 8:00AM on the first day and departing no earlier than 6:00PM on the last day.


The 2021 Charter Business Officer Training program location will be announced in the Fall.

Discounted Room Block

Attendees of the Charter 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, including live webinars, 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 registration fee covers program tuition but does not include the cost of travel or lodging. CSDC will provide lunch for each day of the in-person program; however, participants are expected to arrange for and pay the costs of all other meals, travel, and lodging.

As with all of CSDC’s programs, members will receive a significant discount on program fees. Not a current CSDC member? Learn more about the many benefits of membership now.

Who Applies?

The CBO Training program is designed for charter school directors, business officers, and other school staff 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.


The application for the 2020 Charter Business Officer Training program is currently closed. The application for the 2021 Charter Business Officer Training program will open in the Fall of 2020. Receive notification when the application opens by joining the 2021 Charter Business Officer Training Program Email List.

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