Start Budget Coding Now for a Painless LCAP Annual Update

Wednesday, March 13, 10:45 am–12:00 pm
Sacramento Convention Center - 305


Do you dread working on your school’s Local Control Accountability Plan (LCAP) Annual Update? We'll provide you with tips and best practices for budget coding on the front end that will help you to track spending, link expenditures to LCAP goals, provide meaningful updates to stakeholders throughout the year, and ultimately make your LCAP Annual Update less painful! As an added bonus, you'll leave the session with an Excel tool to help you track spending.

Topic: School Operations
Additional Audience(s): Administrators, Business Managers, Charter School Leaders
Level: Beginner, Intermediate, Advanced, All
Grade Level: Elementary, Middle School, High School, Multiple Grade Levels

Presented by

Kristin Dietz Kristin Dietz, EdTec, Inc.

Kristin Dietz has worked with charter schools for over 25 years. She has served in roles of auditor, CFO of a charter management organization operating eight schools, and founder and CEO of a high-quality back office organization. In June 2014, her company merged with EdTec, Inc. an exceptional back-office service provider that has been serving charter schools since 2001. Kristin serves as VP of Client Management and Fiscal Compliance at EdTec’s Los Angeles Office working with charter schools in California and Nevada. Kristin holds a BS in Business Administration from California State University, Northridge and is a Certified Public Accountant licensed in California.

Cindy Frantz Cindy Frantz, EdTec

Cindy Frantz, a Client Manager at EdTec, works with a range of charter school leaders to ensure strong fiscal management by providing high quality financial reporting and analysis, budget development, and cash management as well as strategic consulting and guidance. Prior to EdTec, Cindy’s background in philanthropy, including work at the Bill & Melinda Gates Foundation, gives her a wide ranging view of education policy and organizational management that informs her work today. Cindy holds an MBA from the University of North Carolina’s Kenan Flagler Business School and a BA in Political Science from the University of Colorado.

Greg West Greg West, Grimmway Schools CMO

Greg West is the Director of School Support Services with Grimmway Schools CMO in Kern County. Working in Charter School administration for 8 years, Greg is experienced in curriculum and instruction, educational counseling, school administration, and charter school business operation. Greg currently manages all fiscal and data compliance for the Grimmway Schools Network and works closely with Edtec to ensure full Federal, State and Local compliance.