Countering Dwindling Enrollment: Tactics for School Growth (aka Survival)
What do schools need to do to ensure enough growth to be sustainable? Join school leaders and finance and marketing experts for a discussion of thoughtful, nuanced, and community-driven growth strategies amid declining enrollment projections across the state. From jumpstarting hyper-local guerilla-style word-of-mouth to partnering effectively with vendors tasked with boosting enrollment, come for a lively discussion of tactics to add to your essential growth toolkit.
Presented by
Cindy Wagner
Superintendent
The O'Farrell Charter Schools
James Surmeian
Director of Client Finance
Charter Impact
Jim is responsible for overseeing Charter Impact’s service delivery, as well as acting as an outsourced CFO on behalf of Charter Impact clients. He oversees all finance, accounting and compliance reporting for assigned clients by working collaboratively with the Charter Impact Accounting, Accounts Payable, Payroll and Retirement Services Teams and ensuring accuracy and timeliness of financial information.Jim brings over 20 years of non-profit and for-profit financial management experience to the team, and earned a Bachelor of Science in Business Administration / Accounting from California State University, Northridge.
Matt Percin
Director of Client Finance
Charter Impact
• 11+ years of national charter school finance experience
• Director of Client Finance at Charter Impact
• At Charter Impact, Matt is responsible for overseeing Charter Impacts service delivery, as well as acting as an outsourced CFO on behalf of 11 charter schools across California. He oversees all finance, accounting and compliance reporting for assigned clients by working with the Charter Impact accounting, accounts payable and payroll/HR staff, ensuring accuracy and timeliness of financial information.
• Before Charter Impact, Matt worked at Charter School Capital in Portland, Oregon, where he specialized in solving complex financial challenges for schools across the nation and counseling individual schools and charter management organizations on sustainable growth strategies.
• While there, Matt assisted schools of all sizes by securing adequate facilities financing, solving substantial cash flow and deficit issues, and supporting the long-term success of mission-driven educational organizations.
Philip Goulet
Director, Charter Schools
Finalsite
Phil Goulet is the Director of the Charter School team at Finalsite, a prominent provider of web-based solutions exclusively for schools. Phil has been instrumental in empowering charter schools nationwide with a focus on enhancing their digital presence, including websites, communications, digital marketing, and enrollment management. He has played a vital role in driving their success working with charter schools for the last 6 years. Drawing upon his passion for education and extensive experience in improving communication and engagement within the charter school sector, he has positively impacted both individual charter schools and leading charter management organizations.