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How Purchasing Right AND Smart Can Improve Your School

Wednesday, March 16 2:45 pm–4:00 pm
Long Beach Convention Center - 202A

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Purchasing policies are critical to the success of high-functioning charter schools, yet many charters do not effectively implement them. Come to hear a panel of experts share why it matters.

Purchasing policies are critical to the success of high-functioning charter schools, yet many charters do not create or effectively implement them. Come to learn 1) the compliance requirements for purchasing, 2) the purchasing policies and best practices that can save money and 3) why it matters. A panel, including auditor and school operations-staff perspectives, will answer these questions and share lessons learned.


Strand: Operations and Compliance
Topic: Procurement and Technology Readiness
Primary Audience: Administrators, Business Managers, Authorizers, Charter School Leaders
Additional Audience(s): Teachers, Board Members, Business Managers, Charter School Developers
Level: All
Grade Level: Multiple Grade Levels
Handouts:

Presenters

Marco Rafanelli Marco Rafanelli, BuyQ

Marco Rafanelli has been serving charter schools for nearly ten years, first as the Director of Member Business Services with the Colorado League of Charter Schools and now as the Founder and President of BuyQ. BuyQ is the nation’s only group purchasing organization devoted specifically to charter schools. By leveraging the combined purchasing power of over 25 state charter support organizations and their 5,000+ charter school members, BuyQ delivers significant savings and other benefits unavailable to schools buying on their own. Marco received his undergraduate degree from the University of Colorado at Boulder and his MBA from the University of Denver.


Tait Anderson Tait Anderson, ExED

Mr. Anderson joined ExED in 2012 and oversees the business operations for select charter school clients and leads ExED's process innovation initiatives, including ExED's procure-to-pay solution. Mr. Anderson is an experienced manager in the education field and has a background in general management, consulting, and finance. Mr. Anderson earned an M.B.A. from the Anderson School at UCLA and a bachelor's degree in economics from Carleton College.


Joe Harrington Joe Harrington, California Charter Schools Association

Joe is responsible for leading CCSA's group purchasing programs and related efforts to increase member schools' access to cost effective, relevant products and services. As a member of the Office of the President team, Joe also manages cross-collaborative initiatives in support of CCSA's strategic priorities.


Angelica Sammons Angelica Sammons, Larchmont Charter School

Ryan Callahan Ryan Callahan, Vicenti, Lloyd & Stutzman LLP

Ryan Callahan has more than seven years of audit experience. He has planned, performed and supervised audits and attestation services for charter schools and other non-profit organizations. He performs taxation services for tax-exempt organizations and provides consulting services for cash flow improvements, budgetary services, exempt status formation process and exempt status reinstatements.