2021 Form 700 Webinar

This webinar was held on February 24, 2021. The recording and supplemental materials are available to CSDC school and authorizer members:

View Recording

For information about CSDC membership, including categories, rates, and benefits, please visit: www.chartercenter.org/membership

Form 700On Fedruary 24, 2021, CSDC members joined Caitlin O’Halloran, CSDC’s School Governance and Policy Specialist, for a webinar on Form 700 Statements of Economic Interest.

Per the Public Records Act and your school’s Conflict of Interest Code, if you are named as a “designated person” you will need to complete this annual report and ensure that it is on file with your school. The webinar covered the most commonly used schedules within the form and explained the process for filing.

Participant questions were answered during the Q&A session.


Caitlin O'Halloran

Charter School Governance and Policy Specialist

Caitlin O’Halloran, Charter School Governance and Policy SpecialistCaitlin O’Halloran is the Governance and Policy Specialist at CSDC. Caitlin leads the development and delivery of CSDC’s Governance offering, including our Online Governance Academy, and is CSDC’s main point of contact for matters relating to governance, advocacy, policy and other charter school leadership topics. Caitlin began her career working for legislators in the California State Assembly and later in the Senate. She also served as a committee consultant and a lobbyist during the more than two decades she helped craft public policy. Additionally, during her career in public service, she worked on behalf of county governments and the California Department of Education. O’Halloran staffed bills related to education and human services, including, AB 602 (1997), a landmark special education funding reform bill.

In 2004, Caitlin co-founded the Dixon Montessori Charter School (DMCS). In 2013 she was appointed to and continues to serve on the Dixon Unified School District Governing Board which authorizes DMCS. She also served one term on the Advisory Commission on Charter Schools. Caitlin has been a workshop presenter at statewide educational conferences, a commentator on public radio, and was the Woman of the Year for Senate District 03 in 2016. Caitlin holds a BA in Government with a minor in History from Mills College.

*Please note: not available to Vendor Members.

Become a CSDC member

Gain complete access to chartercenter.org and to the ongoing operational support we provide to CSDC Members.


Not quite ready to join? We’d recommend that you…

Receive CSDC announcements

Non-members can sign up to receive California charter school updates and access select chartercenter.org content.

Join Mailing List