Wednesday, March 13, 8:15 am–9:30 am
Sheraton - Bataglieri
*Sessions should only receive one evaluation per attendee. If you provided your evaluation of this session via the survey on the Mobile App, there is no need to provide here as well.
Budgeting doesn’t have to be a painful process full of black holes. This session will help you strategically take a multiyear approach to budgeting and clarify the longer-term impacts of budget decisions by looking at benchmarking data and the latest information from the state budget. We’ll review best practices and strategies for avoiding common pitfalls by making overall fiscal health a part of your budget, resulting in a more thoughtful and effective budget process.
|Additional Audience(s):||Board Members, New Charter School Developers, Charter School Leaders|
|Grade Level:||Multiple Grade Levels|
Bryce Fleming, EdTec, Inc.
Bryce Fleming serves as EdTec’s Senior Director of Client Management and School Finance. Over the past ten years, Bryce has worked with dozens of charter schools across several states to help them with budgets, financials, cash flow and compliance. Bryce has led many trainings on funding, cash flow, fiscal health and benchmarking,
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.
Liz Jones, Pivot Charter Schools
Since 2010, Liz Jones has worked with Pivot Charter Schools to provide individualized blended learning options to students in and around Santa Rosa, Chico, Riverside, and San Diego. She has served as a math teacher, Intervention Coordinator, and Director of Curriculum & Instruction; and is now the Chief Business Officer for Pivot Charter Schools. Particular areas of interest include cash flow management, employee benefits, and financial ethics.