Get the Most Out of Your Cash: Proven Guidelines to Help Maximize Cash Performance, Regardless of How Much You Have
As we grapple with an economy that can’t seem to make up its mind, what can charter school leaders do to protect and maximize cash performance? Moderated by John Helgeson from East West Bank, hear from school leaders Caprice Young (Navigator Schools), James McGrath (IVA High), and Jason Sitomer (Charter Impact) about how they think about and manage cash day-to-day and over time.
In this interactive session, presenters will share their experiences and respond to questions and concerns about how to optimize cash performance while de-mystifying deferrals, and how to get ahead of the curve in planning.
Presented by
Caprice Young
CEO & Superintendent
Navigator Schools
Dr. Caprice Young is a transformational education leader with a proven track record of leading complex organizations and championing big visions to success. She has a deep commitment to student voice and success. Raised in a foster family, she has a deep commitment to closing the achievement gap for students, no matter their life circumstances. Caprice's leadership experience spans multi-state and international operations, instruction, technology, finance, philanthropy, educating high-need students, advocacy, and organizations undergoing significant transformations. She has led five charter public school systems ranging from 1,750 to 49,000 students and four to 85 school sites.
James McGrath
Founding Director
Intellectual Virtues Academy (IVA High)
James J. McGrath, J.D., M.A., is a charter school leader and financial consultant with a focus on the Employee Retention Credit. He is the Founding Director of IVA High, which equips students to think well: critically, creatively, and with a capacity for self-growth. His education background includes work as a high school teacher, charter school board officer, and college faculty member. He earned his undergraduate degree from U.C. Berkeley, a Master’s in Philosophy of Education at U.C. Irvine, and a J.D. from UCLA School of Law.James J. McGrath, J.D., M.A., is a financial attorney with a focus on the Employee Retention Credit, having helped about 400 schools claim over $200M. Mr. McGrath is also the Founding Director of IVA High, which equips students to think well: critically, creatively, and with a capacity for self-growth. His education background includes work as a high school teacher, charter school board officer, and college faculty member. He earned his undergraduate degree from U.C. Berkeley, a Master’s in Philosophy of Education at U.C. Irvine, and a J.D. from UCLA School of Law.
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.
John Helgeson
Senior VP
East West Bank
John has not only been responsible for providing more than $2 billion of funding and commitments to charter schools across the United States, but is a recognized expert and frequent speaker on charter school finance and cash flow planning. Helgeson’s experience includes more than 14 years focusing on charter school finance leadership, including launching charter school financing programs in 11 States.