Annual Finance Academy

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CCSA's one-day in-depth Finance Academy is offered just once a year, as a resource to members. This workshop assists charter schools and developers in all phases and areas of financial management. It is designed for schools that are working toward long-term sustainability and is highly recommended for charter school board members and business managers, and schools working with business service providers. Although it is geared to new charter school operators, everyone is welcome who would like to have a refresher course.

Why Attend?
To help your charter school avoid fiscal challenges, learn how to maintain your school's fiscal health and strengthen your internal finance capacity as well as how to work with data and CALPADS.

The Finance Academy will be held in person from 10:00 am - 4:00 pm on the following dates and at the following locations:
- January 29: Los Angeles
- February 1: San Diego
- February 6: Bay Area
- February 9: Oakland

Topics the Finance Academy will focus on include:

  • Student Achievement Data
  • Internal Controls
  • State Budget Timelines
  • Key Revenue Sources
  • Expectations for your Business Office
  • Functions of a Business Office
  • Budget
  • Accounting & Finance
  • Compliance & Reporting
  • HR, Payroll and Position Control
  • Business Management
  • Audit Requirements
  • Business Plans
  • Conflicts of Interest
  • Building a Relationship with your authorizer

Who Should Attend? Board members, school leaders and developers of schools opening in 2018.

Registration: Register online or contact helpdesk@ccsa.org for information and assistance.

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