25th Annual California
Charter Schools Conference
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25th Annual California
Charter Schools Conference
Welcome

Facilities & Funding Expo

Sponsors


Tuesday, March 27 9:45 am–10:30 am
San Diego Convention Center - Expo Pavilion, Exhibit Hall FGH

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Expos are made up of 45-minute poster sessions organized around broad programming and/or particular audiences. Poster Sessions provide an opportunity for a small group of attendees to interact in an informal environment with a subject matter expert. Presenters illustrate their content by displaying graphs, photos, diagrams and a small amount of text on poster boards.

Poster 01: "California Charter Building Fund: Helping Charters Own/Improve Facilities," Nicole Boone, Capital Impact Partners; Nicolas Watson, California Charter Schools Association

Poster 02: "Research is clear...School Facilities Matter!" Lisa Constancio and Fred Yeager, California Department of Education

Poster 03: "Cracking the Calculator: A Deep Dive into the Local Control Funding Formula," Levi Kirkland & Erik Okazaki, EdTec, Inc.

Poster 04: "Study Up On These Cases to Achieve Your Facility Financing Finesse!" Amita Parikh, EdTec Inc.

Poster 05: "What's New at the California School Finance Authority!" Katrina Johantgen, California School Finance Authority

Poster 06: "How We Did It: Developing and Owning the School Facility of Our Dreams!" Richard Hansberger, Hansberger & Klein, LLP; Gayle Nadler, Multicultural Learning Center; Paula Permenter, BB&T Capital Markets

Poster 07: "Facilities Financing: Selecting the Best Financing Option for Your School," John Buck, Buck Financial Advisors LLC; Brian Colon, Robert W. Baird & Co.; David Sciarretta, Albert Einstein Academies

Poster 08: "Our School Needs a New Facility. Now what?" Jon Dahlberg and Ryan Eldridge, Charter School Capital

Poster 09: "Lessons From the Trenches: Facility Financing for First-Timers," Terry Cumes, Envision Education; Sarah Garrett, Low Income Investment Fund; Emilie Linick, Capital Impact Partners; David Yeager, Thrive Public School #1

Poster 10: "Building FAST: How to Convert Space into a Great School," Angela Andrews, Pacific Charter School Development; David Bogstad, LCA Architects; Michelle Faris, Acre Investment Co, LLC

Poster 11: "Facility Experience Matters!" Jim Bush, Facility Consultants; JoAnn Koplin and Louise Manuel, KOPLIN DESIGN PARTNERS, INC

Poster 12: "From Here to Facility! How to Look Your Best to a Lender." Nicole Boone, Capital Impact Partners; Laura Kozel, Rocketship Education; Adam Miller, EdTec, Inc.

Poster 13: "Avoiding the Most Common Pitfalls of SB740 Funding Determinations," Jeff Rice, APLUS+

Poster 14: "Mastering School Finance via Budget Scenario Planning," Derrick DeBruyne, CliftonLarsonAllen LLP; Samira Estilai and Amy Schlecter, ExED

Poster 15: "Growth Strategy 2.0: Lessons Learned from 10 Years of Charter Experience," Tricia Blum and Marci Phee, Charter School Capital

Poster 16: "Create Successful Capital Facility Projects Through Tax-Exempt Design-Build," Joe Crowley, Ziegler

Topic: Facilities & Funding Expo
Handouts:

Presented by


Angela Andrews Angela Andrews, Pacific Charter School Development

Originally from Los Angeles, California, Angela relocated to the Bay Area in 2011. Prior to PCSD Angela served as Associate Director of Real Estate, Facilities Manager, and Real Estate Project Manager at Rocketship Education and Facilities Manager at Aspire Public Schools. Angela also served as Project Manager for Los Angeles Universal Preschool developing child care facilities through Los Angeles County. Angela has a B.A. Political Science and Sociology from the University of California, Los Angeles and a M.Pl. Urban Planning from the University of Southern California.


Tricia Blum Tricia Blum, Charter School Capital

Tricia Blum, formerly an interim turnaround CEO of a charter organization located in Los Angeles, California, is thrilled to be working with Charter School Capital as the head of the charter school business department. Tricia supports client schools that need strategic business, financial, and operational guidance. Prior to her tenure as a charter CEO, Tricia worked as an inspiring executive leader of a high-growth charter management organization. During Tricia’s time as a leader at both organizations she created and instituted operational policies and procedures as well as strategic growth plans including replication and duplication strategies that enabled each organization to successfully scale their education programs. Prior to joining the charter movement, Tricia practiced transactional law. As a new attorney Tricia worked in-house at startup and high-growth companies in the mostly in Bay area. Tricia is also an aspiring “Bon Vivant.” In her off-time Ms. Blum enjoys spending time with her boys, designing, eating, traveling, reading and going to the beach. She has settled, for now, in her native California.


David Bogstad David Bogstad, LCA Architects

David Bogstad has been developing innovative solutions for a wide variety of projects for over 30 years, many with intricate and complex programs. David’s strong belief that collaboration brings about superior facilities begins with qualified teams of experienced consultants hand-in-hand with school leadership and user groups. His passion for design, fine detail and constructability, together with his natural ability to motivate and energize the team, has resulted in the successful completion of a large portfolio of significant projects.


Nicole Boone Nicole Boone, Capital Impact Partners

Nicole Boone joined Capital Impact Partners (CIP) in January 2017, as the Business Development Officer for California. CIP is a non-profit community development financial institution (CDFI) committed to creating equity and building communities of opportunity by providing strategic financing to underrepresented populations. Prior to joining CIP, Nicole spent over eight years in commercial real estate, strategy design, project management, process improvement implementations and business development at Wells Fargo, US Bank and most recently, Foss and Company. She holds a B.A. in Management & Finance from Florida A&M University.


John Buck John Buck, Buck Financial Advisors LLC

Jim Bush Jim Bush, Facility Consultants

California Department of Education 1997 to June 2003 Assistant Director, School Facilities Planning Division School Site Solutions, Inc. June 2003 to 2015 Founder and President Facility Consultant and Project Manager 2015 to present


Brian Colon Brian Colon, Robert W. Baird & Co.

Brian has been at the forefront of structuring financings for charter schools since 2003. These financings have been accomplished utilizing tax-exempt and taxable bond issues, New Markets Tax Credits (NMTC), Qualified Zone Academy Bonds (QZABs), and other long-term financing sources. As a national leader in charter school financing, Brian has considerable experience assessing a school’s financing needs and accessing a variety of financing sources to provide appropriate solutions. Additionally, Brian is a frequent presenter at various charter school conferences, providing on-going education regarding charter school financing strategies.


Lisa Constancio Lisa Constancio, California Department of Education

Lisa is currently the Director of the Charter Schools Division. She was previously a Consultant with the California Department of Education, School Facilities Planning and Transportation Services Division since September 2006. Prior to CDE, she spent almost ten years working at the Office of Public School Construction in a variety of capacities. Lisa has a Masters Degree in Organizational Management and a Bachelor of Arts in Psychology.


Joe Crowley Joe Crowley, Ziegler

Joe Crowley joined the charter school finance team at Ziegler in 2017 as a director and California municipal finance investment banker. He has over 20 years of public finance experience as an investment banker, municipal bond credit analyst, and public finance consultant. Prior to joining Ziegler Joe worked as a California-based investment banker covering general municipal finance including high yield land secured and enterprise revenue agencies.


Terry Cumes Terry Cumes, Envision Education

As Chief Operating Officer, Terry oversees Envision’s finance, facilities, operations, and technology. Terry comes to Envision having helped a variety of education organizations with their strategy, growth, and operations. Previously, Terry launched and managing several businesses dedicated to helping high school and college students study, intern, and volunteer abroad. Terry Cumes has worked internationally extensively and holds a B.A. in Political Economics and in Spanish/Portuguese from U.C. Berkeley and an M.B.A from Stanford University.


Derrick De Bruyne Derrick De Bruyne, CLA (CliftonLarsonAllen LLP)

Derrick is a principal with CliftonLarsonAllen and has worked with charter schools for the past 11 years in providing audit and tax services, including single audits under Uniform Guidance, consulting and fraud investigation services. He specializes in planning, directing, and supervising audits of charter schools and other non-profit entities. Derrick also consults with charter schools on a variety of accounting and tax related matters including obtaining IRS exempt tax status, budgeting, internal control, cash flows, endowment reporting, and charitable trust gift accounting.Derrick has 11 of experience working with charter schools in audits , taxation, single audits under Uniform Guidance and fraud investigation. He specializes in planning, directing, and supervising audits of charter schools . Derrick also consults with his clients on a variety of accounting and tax related matters including obtaining IRS exempt tax status, budgeting, internal control, cash flows, endowment reporting, and charitable trust gift accounting. He also specializes in fraud investigations and serves clients as an interim controller, allowing them to leverage the cost of having a CPA advisor as part of their management team.


Samira Estilai Samira Estilai, ExED

Prior to joining ExED in 2010, Samira worked for the Los Angeles Unified School District (LAUSD) as a Program and Policy Development Advisor in the Office of the Chief Financial Officer. Previously, she was Chief of Staff to LAUSD Board Member Marlene Canter. Samira also served as a Senior Policy Analyst in the Office of Mayor Richard Riordan. Samira holds a bachelor’s degree in ethnic studies from the University of California, Berkeley and a master's degree in public policy from USC.


Michelle Faris Michelle Faris, Acre Investment Co, LLC

to come


Sarah Garrett Sarah Garrett, Low Income Investment Fund

As Deputy Director for National Charter School Lending Sarah oversees LIIF's charter school lending and strategy work. Sarah has been with LIIF for nine years, and during that time has presented on charter facilities finance at various charter forums, conference, and trainings around the State of California, and nationally. Prior to joining LIIF Sarah worked on tax-exempt bond financing for higher education institutions with J.P. Morgan’s Tax-Exempt Capital Markets group, and spent several years as a Legislative Assistant for the U.S. Senate Committee on Banking, Housing and Urban Affairs, where she focused on issues related to federal housing and urban development policy.


Richard Hansberger Richard Hansberger, Hansberger & Klein, PLC

Richard Hansberger founded HK School Law in 2013 after representing charter school clients for several years with the prestigious litigation firm of Bensinger, Ritt, Tai & Thvedt.


Katrina Johantgen Katrina Johantgen, California School Finance Authority

Ms. Johantgen has 25 years of municipal finance experience, having served as an investment banker and financial advisor for over eight years, and has been with CSFA for over 17 years. As a banker and financial advisor, Ms. Johantgen served numerous school districts, cities, counties and special districts throughout California. During her tenure with CSFA, Ms. Johantgen has been instrumental in creating and expanding financing opportunities for California charter schools. Most notably, Ms. Johantgen has overseen the CSFA’s programs that account for $2.5 billion in funding awarded to assists California charter schools with development, facility financing, and operation.


Levi Kirkland Levi Kirkland, EdTec

Levi is a Business Manager at EdTec Inc., working with schools on financial analysis and compliance reporting. Prior to working at EdTec, he taught as a high school math teacher through the Teach for America program, which provided him the opportunity to develop a deep understanding of the financial needs of charter schools. Levi holds a Bachelor’s Degree in Economics from Tufts University and a Master’s Degree in Urban Education from Loyola Marymount University.


JoAnn Koplin JoAnn Koplin, Koplin Design Partners

Koplin Design Partners was developed as a pool of consultants with expertise in charter school facility development. JoAnn and most of the KDI consultants, have over 20 years of experience in the field of planning, design and construction for public and private k-12 facilities. Most recently, the focus has been on assisting charter schools with Facility Master Planning and Project Management. As the owner's representative, for a facility project, JoAnn will oversee the design, construction and entitlement processes and assist with funding requirements when needed.


Laura Kozel Laura Kozel, Rocketship Education

Laura Kozel, VP Capital Finance, Rocketship Education.


Emilie Linick Emilie Linick, Capital Impact Partners

Emilie Linick joined Capital Impact Partners (CIP), a non-profit community development financial institution, in 2010, She is currently a Senior Loan Officer in an originations capacity, focused on lending to high quality charter schools. She plays an integral role in CIP's education strategy and thought leadership efforts. Prior to joining CIP, Ms. Linick spent many years working at non-profit education organizations, including Youth for Understanding and World Teach via the Harvard Center for International Development. She holds her BA from Dartmouth College and her MBA from Mills College.


Michelle Lynch Michelle Lynch, California Charter Schools Association

Michelle oversees all of CCSA's regulatory efforts, directing regulatory strategy discussions and recommend positions on charter school regulations and charter school items at state regulatory agencies, ensuring CCSA is advocating for charter schools’ best interests in Sacramento. She also helps implement CCSA’s strategic priorities through legislation, budget, and regulation at the state and federal level.


Louise Manuel Louise Manuel, KOPLIN DESIGN PARTNERS, INC

BA Degree- UCLA in Geography MA Degree- UCLA in Urban Planning 8+ years with ExED as Facilities Development Director - assisting charter schools navigate the real estate leasing and development worlds in and around Los Angeles, Orange and San Diego Counties. 10 years as Senior Program Officer for the LA office of the Local Initiatives Support Corporation as a community development lender assisting many charter schools. 18+ years as Senior Planner for Watts Labor Community Action Committee


Adam Miller Adam Miller, EdTec, Inc.

Adam Miller has been active in the charter school movement for over a dozen years. He is currently a Senior Vice President for EdTec, a national back office provider, with clients in California from San Diego to the Oregon border. Prior to EdTec, Adam was Chief Operating Officer for the California Charter Schools Association. Adam has presented on charter school operations, facilities, and finance at the California, Nevada, Texas, Washington, and National Charter School Conferences. Adam holds an MBA from USC, an MA from UCLA, and a BA from Stanford University.


Mike Morley Mike Morley, American Charter Development

Mike, the founder and principal of ACD, has successfully created and managed several construction and real estate development firms since 1980. Because of his passion for charter schools, he pioneered the idea of the “facility lease-back” for charter schools. This bridged his real-world, business knowledge of leasing a “build to suit” facility, with his desire for schools to obtain their permanent facility in year one. He has been personally investing in education ever since. Now, Mike has participated in financing of over $400 million dollars of educational space, consisting of more than 2.6 million square feet in charter school facility projects, impacting the lives of tens of thousands of students across the country.


Gayle Nadler Gayle Nadler, Multicultural Learning Center

Gayle Nadler, Executive Director, Multicultural Learning Center (MLC), has 25 years of experience in school and non-profit management, communications, fundraising, and school partnerships. She is co-founder MLC, a K-8 Spanish/English immersion public charter school which opened in 2001, having served as its Program Director prior to becoming the Executive Director in 2012. Gayle has played a key role in acquiring funding and establishing partnerships in support of MLC’s educational programs, developing school facilities, recruiting and engaging families, and communicating MLC’s vision and accomplishments. She has extensive experience in dual immersion, arts integration models, constructivist teaching and learning, and developing an inclusive school culture,


Erik Okazaki Erik Okazaki, EdTec, Inc.

Erik Okazaki is a Business Analyst at EdTec Inc., working with schools on financial analysis and compliance reporting. Prior to joining EdTec, he provided financial and administrative services to both public and private education organizations. Erik attended the University of California, Irvine where he received a BS in Financial Mathematics and a BA in Quantitative Economics.


Amita Parikh Amita Parikh, EdTec Inc.

Amita Parikh has over 7 years of experience in financial operations management. Currently, Amita serves as a Client Manager at EdTec focusing on financial management and compliance reporting for several charter schools across Southern California.


Paula Permenter Paula Permenter, BB&T Capital Markets

Paula Permenter specializes in assisting charter schools finance the acquisition and construction of facilities through the issuance of tax-exempt bonds. In addition to her work on the banking side, she has over 20 years of institutional buy-side experience as a senior analyst covering the charter school sector. She is a board member for Yes Prep Public Schools and serves on the Finance Committee. Paula received her B.B.A. in finance from the University of Houston and her M.B.A. from the University of St. Thomas.


Marci Phee Marci Phee, Charter School Capital

Marci is a Midwesterner at heart, where she was born and raised, and then stayed to attend Michigan State University to study Political Economy. She is our Director of Client Services, overseeing all of the schools in our portfolio. She manages a team of client services professionals and strategic accounts, ensuring customer satisfaction with our services. Marci has spent her career in client-focused roles and financial services including Experian, Organic and Real Integrated. She lives in Los Angeles with her husband and 2 kids, and is a hobbyist photographer, former blogger, self-described bad dancer, and coffee addict.


Jeff Rice Jeff Rice, APLUS+

Jeff Rice has been a strong advocate and positive voice in the California charter school movement for the past 18 years. Jeff is the founder of the California Personalized Learning movement and the Founder/Director of APLUS+. Currently in its 16th year of operation, APLUS+ supports approximately 60 Personalized Learning public charter schools throughout California whose enrollment together totals more than 70,000 K-12 students. Since its inception, APLUS+ has been a leading voice to raise awareness and understanding of the critical need for a personalized approach in education for the growing number of students for whom a rigid, classroom-only model is not a good match for success.


Amy Schlecter Amy Schlecter, Ms.

Amy Schlecter joined ExED in 2017 as a Vice President and oversees the business operations for select charter school clients. Prior to joining ExED, Amy served as Controller and Director of Branch Financial Operations for a successful e-commerce retailer, where she led the budgeting, planning, accounting and financial reporting functions and served as a member of the branch executive leadership team. Prior to this role, Amy held several operations management roles within the organization. Amy earned her MBA from the University of Michigan and holds a Bachelor’s degree from the University of California, Berkeley, where she majored in Political Science and Chinese Language and Literature.


David  Sciarretta David Sciarretta, Albert Einstein Academies

Nicolas Watson Nicolas Watson, California Charter Schools Association

As Senior Advisor for Facilities, Nicolas leads CCSA's facilities policy and advocacy work across the state, including identifying and developing short and long-term facilities options through local school districts, advocating for state and local facilities funding, and assisting with private facilities options for charter schools. Nicolas is a graduate of the University of San Diego, and the University of San Diego School of Law. He has three children who attend High Tech High and the Museum School in San Diego, and has served as a Museum School Governance Board member for the past ten years.


David Yeager David Yeager, Thrive Public School #1

Fred Yeager Fred Yeager, California Department of Education

Fred has been Assistant Division Director for 15 years. Previously he was a field representative within the division with extensive involvement in school facility legislation and the crafting of state general obligation bond measures. As Assistant Director Fred oversees the statewide field activities of the School Facilities and Transportation Services consultants/field representatives in the review and approval of school sites and plans. Prior to joining the CDE, he worked in the facility departments of several school districts in Northern California. Fred is a graduate of the University of California, Davis, and earned a Master of Public Administration from the University of Southern California.


The 25th annual conference will be held March 26–28, 2018 in San Diego, CA at the San Diego Convention Center.