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Demystifying Financial Statements

Thursday, March 18, 10:00 am–10:50 am

Do you dread the part of the board meeting when it is time to review and discuss the financial statements? Does it seem as if everyone is speaking another language? We will demystify the fundamentals of accounting and budgeting so that you are prepared to effectively engage in financial discussions. Through group exercises, you will acquire the language, analytical tools and insights needed to confidently evaluate your organization’s fiscal health in today’s uncertain times.

Topic: Operate - Governance
Additional Audience(s): Administrators, Board Members, Charter School Leaders
Level: Beginner

Presented by


Brian Holmes Brian Holmes, EdTec Inc.

In the two years since joining the EdTec Inc. team, Brian Holmes has been working with several charter schools to support their financial management and compliance reporting. Brian has a passion for translating complex financial information in order to better inform public leadership's decision making process. Prior to working with schools, he spent over six years working in public sector finance supporting various government entities in a similar capacity. He has a BS in Business Administration with a concentration in Finance.


Amita Parikh Amita Parikh, EdTec Inc.

As part of the client management team at EdTec for the last 7 years, Amita Parikh works with charter schools across Southern California to ensure accurate financial statements and future financial planning. In this role, Amita presents financial statements and multi-year projections to Boards of charter schools with varying financial forecasts to ensure transparency in hopes of ensuring the Board is empowered with the information they need to provide oversight of charter schools. She has her BA in Social Welfare and BS in Business Administration from UC Berkeley.


David Richards David Richards, Growth Public Schools

David is the Founder of Growth Public Schools, in Sacramento, CA. He has worked as a tutor, teacher, special education consultant, curriculum writer, principal, and chief of schools. His quest has always been to help those affected by systemic inequities, as that was his experience growing up. Prior to founding Growth Public Schools, he worked as a teacher and leader with Summit Public Schools. His time there was focused on reimagining high school. Summit schools now serve as a national model for 21st century education. David has an undergraduate from UC Berkeley, and a graduate degree from Stanford University.