Register for the EdTec/YM&C 2019 Charter Leadership Forums!

Young, Minney & Corr, LLP (YM&C) and EdTec are partnering to bring you the latest fiscal, operational, legal, and political updates, along with expert advice, to help your charter school thrive in these challenging and uncertain times.  All charter developers and operators are invited to attend this annual educational and networking event, which promises to deliver critical information and practical takeaways for your role as a charter school leader.

Event Locations & Dates 

SF Bay Area
Tuesday, April 30, 2019

Sacramento
Wednesday, May 1, 2019

San Diego
Thursday, May 9, 2019

Los Angeles
Friday, May 10, 2019

Click here to view more event details and register for an event!

Connect with EdTec at the 26th Annual CCSA Conference!

March 6, 2019

EdTec is proud to be a sponsor, exhibitor, and presenter at the 26th Annual California Charter Schools Conference! The conference will take place in Sacramento from March 11-14, 2019. EdTec staff, along with our partner organizations and partner schools, will present 13 breakout sessions and poster sessions, as well as two sessions at the School Developer Summit and one session at the Renewal Summit. We’re looking forward to this opportunity to share our expertise with charter developers, new schools, and established schools.  Take a look at our sessions below so you can plan ahead!

We’re also excited to announce that, for the second year in a row, we will have two booth locations at the conference this year! We hope you will stop by Booth 904 to meet the EdTec team and learn more about our charter development and back office services. Our data experts will be at Booth 710 to introduce you to LCAP 360 by EdTec – the first integrated, end-to-end LCAP service for charter schools. They’ll also be available to discuss how we support schools with CALPADS, student assessment, PowerSchool, charter renewals, grant writing, WASC, and more.

Breakout Sessions & Poster Sessions

Tuesday, March 12

Wednesday, March 13

Thursday, March 14

We look forward to seeing you at our booths and sessions. We hope everyone has a great time at the conference!

Finance Academies: Sacramento & Oakland

EdTec will be presenting at CCSA’s Finance Academies in Sacramento & Oakland. The CCSA Finance Academy is a one-day intensive in-person workshop designed to prepare charter school leaders, board members, business office staff, and new developers to strengthen their school’s internal financial management capacity. EdTec’s charter school experts will be on site to share their expertise in budgeting, payroll, accounting, compliance and reporting, audit requirements, and more. Please see below for workshop details and follow the links to register online today!

Sacramento:

REGISTER HERE

Wednesday, January 30, 10am-4pm

CCSA Sacramento Office, Conference Room

1107 9th Street, Suite 200, Sacramento, CA 95814

Oakland:

REGISTER HERE

Thursday, January 31, 10am-4pm

CCSA Oakland Office, Conference Room

436 14th Street, Suite 310, Oakland, CA 94612

Register for EdTec’s LCAP Workshops!

EdTec is excited to offer small group LCAP workshops again this year! The workshops will be held in February in Los Angeles & Emeryville. Read on for more workshop details and register using the links below.

Workshop Overview
EdTec’s charter school LCAP experts will lead you through a hands-on workshop designed to strengthen your LCAP and provide you with practical takeaways that prepare you to engage stakeholders, align your goals, set reasonable metrics, track expenditures, and more.

Workshop Dates

LOS ANGELES – REGISTER HERE

Thursday, February 7th, 10am-3pm

EdTec Office – 811 Wilshire Blvd., Suite 1420, Los Angeles, CA 90017

EMERYVILLE – REGISTER HERE

Tuesday, February 12th, 10am-3pm

EdTec Office – 1410 62nd Street, Suite A, Emeryville, CA 94608

Workshop Topics

  • Engage your stakeholders
  • Align the goals across your LCAP, charter, WASC, and more
  • Set reasonable metrics to meet all CDE requirements & track progress toward goals
  • Understand the current CA Dashboard, its relationship to the LCAP, and how to impact both the state and local indicators
  • Implement best practices for tracking your expenditures
  • Review examples of well-written LCAPs

Workshop Features

  • Small class size – No more than 10 organizations per workshop
  • Practical takeaways – You’ll leave the workshop prepared to finalize your LCAP
  • Personal LCAP review – Workshop fee includes a review of your LCAP prior to submission
  • Coffee, snacks, and lunch will be provided

EdTec is Ready for CSDC 2018!

November 30, 2018

EdTec will be attending the 2018 Charter Schools Development Center Conference as a sponsor, exhibitor, and presenter! The conference takes place December 10-11 in San Francisco at the San Francisco Marriott Marquis. We’ll be at Booth #18 at the Exhibitor Fair, so be sure to stop by to say hello and learn more about how we support California charters with charter petition development, back office, and school data and compliance.

We’re also excited to share that EdTec staff will present three sessions on Tuesday, December 10. These sessions are designed to educate charter school leaders about various aspects of charter school business operations. We invite you to attend “Your Guide to Financial Statements” from 8:00AM-  9:15AM in Salon 4, with Bryce Fleming, EdTec’s Senior Director of Client Management and School Finance, and Melissa Garcia of LIIF.  The session aims to make financial statements less intimidating for board members and charter school staff without a financial background. The presenters will provide an overview of financial terms and various financial statements, as well as tips for what to look for when monitoring a school’s fiscal health.

Our next session, “Preparing for Your Audit” is also scheduled for 8:00AM – 9:15AM, in Salon 2. Kelly Ellis, Client Manager, EdTec, together with Jim Rotherham of Squar Milner, LLP will discuss new requirements for the LCAP and one-time funding sources, as well as offer advice for how to ensure a smooth audit process.

Later on Tuesday, EdTec will present “Get Ready for Your Charter Renewal” from UPDATED TIME & LOCATION 2:00PM – 3:15PM in Salon 11.  EdTec team members Jennifer Reyes, Ed.D., Educational Support Services Manager; Annice Weinstein, Senior Manager, Assessment Data and Analysis; and Bryce Fleming, Senior Director of Client Management and School Finance, will share their expertise in charter school finance, governance, and student performance, and draw from lessons learned to provide advice about how to tackle the charter renewal petition process. This session will cover nearly all facets of the process, from reviewing the original charter to renewal petition advocacy.

We look forward to sharing our experiences and expertise with charter school leaders from across the state!

EdTec to Present at 2018 New Mexico Public School Leadership Conference

EdTec is excited to attend the 2018 New Mexico Public School Leadership Conference as a presenter and exhibitor! The conference will take place June 21-22 at the Crowne Plaza in Albuquerque, New Mexico.

Katie Rarick, Client Manager at EdTec, will present a double session of training on each day of the conference. The training, “Charter Finance”, which has been approved for Governing Board Member Annual Training Credit, will take place on Thursday, June 21 and Friday, June 22 from 9:30am – 10:20am, and again from 10:30am – 11:20am, in the Colorado room. The training will provide an overview of the role and responsibilities of charter school board members in managing their school’s financial health and sustainability, as well as identifying and preventing fraud and misfeasance.

We hope to see you at the training and our exhibitor table, where you can meet members of our team and discuss how we support New Mexico charter schools with charter development and back-office services.

We look forward to sharing our knowledge with charter school leaders from across the state!

Join EdTec at the National Charter Schools Conference!

June 12, 2018

EdTec is excited to be a sponsor, exhibitor, and presenter at the 2018 National Charter Schools Conference!  The conference takes place June 17-20, 2018 in Austin, Texas at the Austin Convention Center. We’ll be at Booth #1123 in the Sponsor Circle, so be sure to stop by to say hello to our team members and learn how our charter experts can support your school with back-office services and student data and assessment services. We’re also excited to share how we meet the needs of new school developers with our expertise in charter development.

Bryce Fleming, EdTec’s Senior Director of Client Management and School Finance, will join Sarah Garrett of the Low Income Investment Fund to present a session at the conference. We invite you to attend  “Cracking the Code: Your Guide to Financial Statements” on Tuesday, June 19 at 8:00 AM in Room 17B.  This presentation is designed for charter school board members and administrators who do not have much experience with financial statements, and it will aim to decode the fundamentals of accounting and budgeting so that you are prepared to effectively engage in financial discussions and evaluate your organization’s fiscal health. We look forward to sharing our knowledge on this topic with charter school leaders from across the country!

We hope everyone has an inspiring, successful conference experience and enjoys visiting the great city of Austin!

Connect with EdTec at the 25th Annual CCSA Conference!

EdTec is proud to be a sponsor, exhibitor, and presenter at the 25th Annual California Charter Schools Conference! The conference will take place in San Diego from March 26-28, 2018. EdTec staff, along with our partner organizations and schools, will present 11 breakout sessions and poster sessions, as well as two sessions at the School Developer Summit. We’re looking forward to this opportunity to share our expertise on a wide range of topics and hear from charter school leaders about the challenges they face today. Take a look at our sessions below so you can plan ahead!

We’re also excited to announce that we’ll have two booth locations at the conference this year. Stop by Booth 1615 to meet the EdTec team and learn more about our charter development and back office services. Our data experts will be at Booth 1801 to introduce you to our newest service offering, LCAP 360 by EdTec – the first integrated, end-to-end LCAP service for charter schools.

Breakout Sessions

Tuesday, March 27

Wednesday, March 28

We look forward to seeing you at our booths and sessions. We hope everyone has a great time at the conference!

Join EdTec at the Georgia Charter Schools Conference!

March 1, 2018

EdTec is excited to be a Platinum Sponsor of the 15th annual Georgia Charter Schools Conference! The conference takes place March 5-7, 2018 at the Renaissance Atlanta Waverly Hotel & Convention Center in Atlanta, Georgia. We’re proud to work together with the Georgia Charter Schools Association to support Georgia charters, and we’re looking forward to connecting with charter leaders next week at our booth and breakout sessions!

We’ll be presenting two breakout sessions this year, both on Tuesday, March 6. We invite you to attend “Strengthening Board Governance: Using Dashboard to Drive Decisions” with our EVP and Chief Client Services Officer Peter Laub, from 8:30 am – 9:30 am in the Wilton room. This session is designed to help charter board members identify and aggregate key data points and make informed decisions about academics, finance, and compliance.

We also hope to see you later in the day for our second session, “Better Budget Building“, which will begin at 3:30 pm in Grand Ballroom I & II. EdTec’s  Gasper Magallanes and Leslie Gabbianelli will present this session, along with Dr. Latrisha Chattin, Executive Director of our charter partner Susie King Taylor Community School. Attendees will learn how to strengthen budget assumptions and meet state compliance standards in order to improve decision making at the school level and communicate a more effective story to potential fundraisers and lenders.

We’ll be at Booth S17, so when you’re not attending sessions, please come by to meet our team and learn how our charter experts can support your school with back-office services. We’re also excited to share how we meet the needs of new school developers with personalized, multi-year budgeting and forecasting.

We look forward to sharing our knowledge with Georgia’s charter school leaders, and we wish everyone a very productive three days of learning!

EdTec’s Going to the 2018 Colorado Charter Schools Conference!

February 28, 2018

EdTec will be attending the 2018 Colorado Charter Schools Conference as an exhibitor and presenter! The conference takes place March 1-2. 2018 in Denver, Colorado at the Marriott Denver Tech Center. We’ll be at Booth #R11, so be sure to stop by to say hello to our team members and learn how our charter experts can support your school with back-office services. We’re also excited to share how we meet the needs of new school developers with personalized, multi-year budgeting and forecasting.

EdTec’s SVP of Strategic Partnerships Adam Miller will moderate a breakout session at the conference.  We invite you to attend “Through the Lender’s Looking Glass: Telling Your Financial Story” on Thursday, March 1 from 10:00 am – 11:00 am in the Larkspur room. Presenters include representatives from Low Income Investment Fund, Charter School Development Corp, and BB&T Capital Markets.  Attendees will learn how to get their school’s finances in order as they prepare to seek out financing options, as well as learn what the various lender types look for when considering financing solutions for charter schools. We look forward to sharing our knowledge on this topic with Colorado’s charter school leaders.

We wish everyone a very successful conference experience!