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Be Prepared: Financial Management in California's Uncertain Fiscal Climate

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

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Participants will hear from a panel of master leaders and leave with practical strategies for projecting revenues, evaluating expenses and strategically managing reserves in California’s uncertain financial climate.

Full Description:
Over the last four years, charter schools have seen an unprecedented increase in funding levels, but what comes next? Given the uncertainty around future Local Control Funding Formula rates, one time funds and rising costs, schools will face tough decisions around building sustainable budgets. Participants will hear from a panel of master leaders and leave with practical strategies for projecting revenues, evaluating expenses and strategically managing reserves.

Topic: Funding
Additional Audience(s): Administrators, Teachers/Administrators, Veteran Charter School Leaders, Board Members, Business Managers, New Charter School Developers, Non-Classroom Based, Authorizers, Charter School Leaders
Level: All
Grade Level: Multiple Grade Levels

Presented by

Kristin Dietz Kristin Dietz, EdTec, Inc.

VP of Client Management

Bryce Fleming Bryce Fleming, EdTec, Inc.

Bryce Fleming serves as EdTec’s Senior Director of Client Management and School Finance. Over the past seven years, Bryce has worked with dozens of charter schools throughout the state to help them with budgets, financials, cash flow and compliance. Bryce has led many trainings on state funding, cash flow, benchmarking and new school startup and has been a lead presenter at CCSA’s Finance Academy Trainings.

Roger Lowenstein Roger Lowenstein, Los Angeles Leadership Academy

Roger Lowenstein is the founder and former executive director of Los Angeles Leadership Academy, a K-12 charter school on two sites in Lincoln Heights serving 900 students. 95% of all students qualify for free or reduced lunches, graduate and go to college. Roger is now on the school's board of directors, and works on special projects such as the school's urban farming program. Roger is an attorney and has participated for many years as part of the CCSA's legal defense team.

Joe Lucente Joe Lucente, Fenton Charter Public Schools

Joe Lucente is a pioneer in the charter school movement and one the state's earliest experts in charter school finance. In 1993, Joe led the conversion of one of the first conversion charter schools in California. Once considered one of the worst schools in the Los Angeles Unified School District, Fenton Avenue Charter School became a California Distinguished School and a successful national model honored by the White House and U.S. Congress. Joe serves as Chairman of the Board of Fenton Charter Public Schools, a CMO that operates five charter schools in low income areas of Los Angeles serving 3000 students.

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