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From Here to Facility: How to Look Your Best to a Lender

Wednesday, March 22 10:45 am–12:00 pm
Hyatt - Regency D

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Hear directly from a lender, a back office provider and a national Charter School Managament Organization on how to prepare to look your best before requesting millions of dollars to build your dream facility.

Full Description:
Parents trust their children’s education to you, and now you need a lender to trust millions in your school so you can build your dream facility. We’ll review actual charter school budgets from a lender’s perspective to identify what catches a their eye. We’ll then discuss how to address (or avoid) any weaknesses. Finally, we’ll hear from Rocketship Schools on how they chose a financing solution that matched their unique needs.

Topic: Facilities
Additional Audience(s): Administrators, Veteran Charter School Leaders, Board Members, Business Managers, New Charter School Developers
Level: Beginner, Intermediate
Grade Level: Multiple Grade Levels

Presented by

Laura Kozel Laura Kozel, Rocketship Education

As Vice President, Treasury and Facilities for Rocketship, Ms. Kozel is responsible for the management of activities for Launchpad Development. In September 2010 as President of Launchpad, she led the organization through its early growth and development. Ms. Kozel also successfully led development, design and construction of ten Rocketship schools, as well as leading Rocketship’s efforts to secure bond financing for its existing campuses on a pre-construction basis. Prior to joining Launchpad, Ms. Kozel was Chief Credit Officer for the Raza Development Fund, Inc. (“RDF”).

Adam Miller Adam Miller, EdTec, Inc.

Adam Miller has been active in the charter school movement for over a decade. He is currently a Senior Vice President for EdTec, a national back office provider. Prior to EdTec, Adam was Chief Operating Officer for CCSA. At CCSA, he managed programs that provided credit enhancement for $120 million in facilities loans and lent $43 million in working capital loans to 152 charter schools. Adam has presented on charter school facilities and finance at the California, Washington, Texas, and National Charter School Conferences. Adam holds an MBA from USC, an MA from UCLA, and a BA from Stanford University.

Will Robison Will Robison, Capital Impact Partners

Will Robison is a Senior Loan Officer based in Austin, TX for Capital Impact Partners, a non-profit organization and national Community Development Financial Institution. In his role as a Senior Loan Officer, Will provides innovative financing to charter schools. Will formerly served as the Board Treasurer of Community Learning Center Schools, Inc., a nonprofit organization managing two public charter schools in Alameda, CA. Will earned a BBA in Finance from The University of Texas at Austin and an MBA focused on non-profit management from the Yale School of Management.

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