Surviving the Squeeze: Financial Oversight in a Budget Downturn

When/Where:
,
Ballroom A07

Join us for an insightful session on navigating the complexities of charter financial management in these challenging economic times. As budget constraints tighten, the stakes for effective oversight and strategic resource allocation become critical.

Join FCMAT, CCAP, a school leader, and a back office firm for a thoughtful session that will equip school leadership, board members, and financial officers with practical tools and strategies to ensure financial stability and transparency. Learn how to identify potential pitfalls, optimize financial performance, and safeguard your school's mission and educational goals. Don't miss this opportunity to enhance your financial oversight skills and steer your charter school through fiscal adversity with confidence.

Presented by


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Debi Deal

School Finance Specialist
California Charter Authorizing Professionals (CCAP)


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Dr. Erika Vanderspek

Deputy Executive Director
Cabrillo Point Academy

Dr. Erika Vanderspek's entire 20+ years in education has been in charter schools. In her current role, she oversees operations, finance, personnel, and student achievement in nonclassroom-based independent study. She also serves as liaison to the board and works closely with legal counsel. Erika is passionate about supporting special education, MTSS programs, and the WASC process, and has chaired multiple WASC visits. Her expertise includes the charter petition process and presenting to authorizing boards. Before moving into administration, she was a teacher for an independent study charter and taught 3rd grade at a site-based charter. Dr. Vanderspek holds a B.A. and teaching credential from San Diego State University, an M.A. in Teaching from National University, and a Doctorate of Education in Organizational Leadership from University of Massachusetts Global. Her dissertation research focuses on developing resilience in charter leaders.


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Jason Sitomer

Managing Director
Charter Impact

Jason Serves as the Managing Director for Charter Impact. He manages a team of 11 directors who oversee all financial aspects for more than 100 charter schools throughout California. Before joining Charter Impact, Jason was a Senior Director of Finance for a large network of charter schools in California. During his 5 years there, he was responsible for the financial projections, cash management, banking relationships, and ad hoc analysis and reporting for 20 California charter schools. He is a strong advocate for school choice and opportunities outside of the traditional public schools currently available to students.


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Robbie Montalbano

Intervention Specialist
FCMAT


When/Where:
,
Ballroom A07