25th Annual California
Charter Schools Conference

25th Annual California
Charter Schools Conference
Thank You to our Sponsors

2018 CCSA Conference Sponsor Acknowledgement

Thank you to the sponsors of the 25th Annual California Charter Schools Conference. These partners play a critical role in making this an exceptional event. Learn more about how they are serving charter schools below and be sure to visit them in the Exhibit Hall Sponsors’ Circle onsite in San Diego!

Booth #1600
PO Box 969
Weimar CA, 95736
916.880.3464 (PH)
530.637.5701 (FX)

At CharterSAFE, our mission is to help our member schools maintain a strong understanding of school exposures and risk mitigation. We believe that providing a safe and secure environment promotes a focus on teaching, learning, and student outcomes. CharterSAFE was created by California charter school leaders in 2004 to provide affordable insurance and risk management expertise for charter schools.

CharterSAFE, a non-profit self-insured risk pool, provides its liability, property, and workers’ compensation program to over 850 charter school locations in California and continues to grow its membership each year, insuring a range of charter schools from new developing schools to Charter Management Organizations (CMOs).

Members receive complimentary risk management, human resources, and workers’ compensation consulting services. If you’re interested in getting a quote and joining CharterSAFE, please email insurance@chartersafe.org or call (888) 901-0004.

CCSA Advocates
1017 L Street, Suite 141
Sacramento CA, 95814
916.202.8365 (PH)

California Charter Schools Association (CCSA) Advocates is the political and advocacy companion organization to CCSA. CCSA Advocates is committed to building and sustaining a favorable political environment for charter school authorization and operation in California. Our work is anchored in a dual mission—elect public officials who recognize charter schools as essential and legitimate partners in California public education, and catalyze California’s vibrant charter sector of parents, teachers, and students to hold elected leaders accountable.

We strive to enhance public discourse about charter schools in California and increase awareness about the contributions of the charter school movement through collective action, storytelling, parent and community organizing, leadership development, and candidate training. We work to ensure equitable access to a quality public education for all California students by protecting charter schools as a viable option.

District & County School Board Races
• CCSA Advocates is committed to reigning in pre-regulation and other unsound authorizing practices through the endorsement and election of thoughtful school board members who employ evidence-based decision-making under the law.

Legislative Races
• CCSA Advocates endorses and supports legislative candidates who are committed to protecting charter schools as a viable option.

Statewide Ballot Measures & Funding Initiatives
• CCSA Advocates monitors and advocates for and against ballot measures and state bonds that impact the charter sector.

Local Funding Initiatives
• CCSA Advocates works with school boards and district administration to ensure charters are treated equitably under local funding initiatives.

To learn more about our work, visit CCSAAdvocates.org/join.

Charter School Capital Inc.
Booth #1400
222 SW Columbia, Suite 1750
Portland OR, 97201
503.803.6767 (PH)
503.803.6767 (FX)

Working exclusively with charter schools, we measure our success by the number of students we serve. Our mission is to provide school leaders access to the financial and informational resources necessary for schools, and their students, to thrive.

Our team works with charter schools to budget and plan for current needs and future growth –whether your school requires operational capital, growth funding, or facilities expansion. We partner with our clients so they can focus on what’s most important - educating students.

Charter School Capital is proud to deliver access to growth capital and facilities financing to charter schools nationwide. In the past 10 years, Charter School Capital has invested more than $1.6 billion to 600+ charter schools, helping them provide a high-quality education to more than 800,000 students across the country.

Young, Minney & Corr, LLP
Booth #1511
655 University Avenue, Suite 150
Sacramento CA, 95825
916.646.1400 (PH)
916.646.1300 (FX)

Young, Minney & Corr, LLP is proud to be California’s most experienced, knowledgeable and respected firm working in the unique area of charter school law. As a leader in charter school representation since the passage of California’s Charter Schools Act of 1992, YM&C offers expertise in every facet of charter school creation, expansion and operation including charter petitions and negotiations, MOUs, nonprofit incorporation, employment and labor law, board governance, facilities, student issues, policy development and more.

We pride ourselves in working hard and getting results for our clients, hiring only the most qualified, charter school dedicated legal professionals who listen carefully and provide an honest assessment of your situation. While our goal is to prevent disputes and resolve conflicts before they escalate into litigation, we have successfully litigated numerous charter school matters. We formulate legal strategies that best fit your goals and objectives and implement them aggressively at a fair, competitive price.

With experience representing more than half of California’s charter schools, statewide organizations and public agencies of every size, we use our expertise to solve your existing challenges and prevent future challenges. Our philosophy is simple: Deliver value, ensure results. For more information, please visit us at www.mycharterlaw.com.

Booth #1404
462 7th Ave, 21st Floor
New York NY, 10018
877.274.3390 (PH)

PEX, a New York fintech company founded in 2006, is a platform provider of next generation corporate card and expense management solutions for Charter Schools. Schools maintain control of their money through use of the PEX Visa® Prepaid Card by issuing cards to employees, supplying funds, and limiting where staff can spend, as needed. The PEX Admin desktop site, Admin and Cardholder mobile apps provide up-to-the-second access to manage and oversee employee spending. PEX APIs are available to enterprise clients who need to enable spending for many employees. Today, PEX services thousands of businesses nationwide across a wide variety of industries.

Arthur J. Gallagher
18201 Von Karman, Suite 200
Irvine CA, 92612
949.349.9840 (PH)
949.349.9971 (FX)

As one of the world's largest brokers, Arthur J. Gallagher delivers a full range of insurance and risk management products and services, including traditional and loss-sensitive coverages. Risk management and insurance aren't places for cookie-cutter solutions. We understand this at Arthur J. Gallagher & Co. We have more than 80 years of crafting innovative solutions backing us up and a broad network of trusted insurance carriers to draw from. Our expert advisors are ready to get inside your operations, thinking, past business experiences and plans for the future.

EdTec Inc.
Booth #1615
1410A 62nd Street
Emeryville CA, 94608
510.663.3500 (PH)
510.663.3503 (FX)

EdTec provides best-in-class business, operations, and performance services to charter schools. Our team of experts delivers charter-specific support across various service categories:

Charter Petition Development & Renewal
Back Office Services
LCAP, SIS, CALPADS, Achievement Analysis
Assessment Management Software
Grant Research & Writing

EdTec’s mission is to drive quality in the charter school movement by providing the people, expertise, and systems that equip school leadership with operational support, business insights, and performance analyses to promote effective decision-making. Stop by Booth 1615 to meet our team and learn how we build long-term partnerships with schools and work together to achieve success!

Booth #1606
2338 Port Aberdeen Place
Newport Beach CA, 92660
949.244.1679 (PH)

With over 115 years of raising capital for communities, Ziegler is a recognized leader in the educational sector throughout the U.S. We continue that tradition with our dedicated services to the national charter school market. Ziegler provides its charter school clients with capital for financing new construction, refinancing existing debt or advising on future developments. As one of the few financial services firms in the country that has a dedicated team of charter school finance professionals, Ziegler can offer unbiased advice to help advance your mission.

Amazon Web Services
448 S Oakhurst Dr, Apt A
310.210.4547 (PH)
310.210.4547 (FX)

Increasingly K12 education is seeking to personalize learning for all students. Analytics and other new cloud capabilities are key enablers of this movement. Whether you are starting your cloud journey or you have a cloud first strategy, AWS has a solution to help facilitate teaching and learning, launch student analytics initiatives, and manage IT operations. AWS delivers a set of compute, storage, database, analytics, application and deployment services that lower costs, improve scale and equity, respond quickly in emergencies and meet the ever-changing needs of your charter school.

Booth #1515,1520
PO Box 340580
Sacramento CA, 95834
888.392.3928 (PH)
855.392.3939 (FX)

CharterLIFE is the only statewide health Trust created specifically by and for charter school people. CharterLIFE members enjoy the many advantages of pooling staff, buying power, networking, customized wellness programs and other valuable resources. Please contact our specialist at 1.888.392.3928 or email info@CharterLIFE.org for more information on how you can start benefiting!

BB&T Capital Markets
Booth #1603
1880 Century Park East, Suite 400
Los Angeles CA, 90067
704.954.1542 (PH)

Our Education Finance Group provides comprehensive capital structure planning and execution for charter schools, private K-12, public and private colleges and universities, student housing facilities, and private secondary schools. With a robust bond distribution platform and the resources of one of the nation's strongest financial institutions, we serve the needs of this sector with focus and expert execution. With the experience and focus of our professionals, we understand how to navigate challenging financial markets while providing ongoing guidance and support to ensure the long-term success of our clients.

177 Holston Drive
Lancaster CA, 93535
661.272.1225 (PH)

Learn4Life is a nonprofit workforce innovation partner that offers a free high school diploma program and job skills training primarily for at-risk students. Its unique high school diploma program includes personalized learning, flexibility, one-on-one attention and job readiness programs. Learn4Life offers Career Technical Education that gives students a jump-start on a promising future right out of high school with the mastery of real-world professional and technical skills. Through its workforce innovation partnerships, Learn4Life prepares students for life after high school with job skills training and professional development courses.

Piper Jaffray & Co.
Booth #1507
800 Nicollet Mall, Suite 1000
Minneapolis MN, 55402
612.303.1776 (PH)
612.303.6966 (FX)

Piper Jaffray is a national leader in charter school finance and has long been a leader in California public finance with offices in Sacramento, San Francisco, Los Angeles and Orange County. In the past five years, we have provided permanent, long-term fixed rate financing for over 100 schools. Piper Jaffray has financed acquisitions, new construction, renovations and equipment for charter school facilities. Integral to our approach is that our focus is not simply the execution of the transaction at hand, but rather the delivery of continuing, superior client service and the establishment of enduring, long-term relationships.

Staples Business Advantage
500 Staples Drive
Framingham MA, 01702
508.253.0000 (PH)
508.253.0000 (FX)

Staples Business Advantage helps California Charter Schools make more happen by providing a broad assortment of products, expanded services and easy ways to shop – in stores, online, via mobile or through social apps. Staples Business Advantage caters to mid-market, commercial and enterprise-sized customers by offering a one-source solution for the products and services they need, combined with best-in-class customer service, competitive pricing and a state-of-the-art ecommerce site.

EPR Properties
Booth #1601
909 Walnut Street, Suite 200
Kansas City MO, 64106
816.472.1700 (PH)

EPR Properties provides financing solutions for the development and acquisition of charter school facilities. EPR Properties understands that safe, attractive, purpose-built facilities are vital to the success of your school. As leaders in the financing of charter schools, we’re able to meet your unique needs, including land acquisition and new construction, property acquisition and renovation, and acquisition of existing schools with leases already in place. We provide 100% of the financing and are 100% committed to bringing your school to life on time, on budget, and with passion. Visit www.eprkc.com to learn more.

Could not find company [Robert W. Baird & Co.]

Alliant Insurance Services
Booth #1301
1301 Dove Street, Suite 200
Newport Beach CA, 92660
949.260.5096 (PH)
619.699.2127 (FX)

With a history dating back to 1925, Alliant Insurance Services is one of the nation's leading distributors of diversified insurance products and services. Operating through a national network of offices, Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to more than 26,000 clients nationwide.

Alliant developed the Charter Schools Insurance Program to meet the insurance and risk management needs of America's diverse community of charter schools. As the fastest-growing sector of public education in the United States, charter schools require a cutting-edge approach to insurance that shares their commitment to flexibility, innovation, and independence.

Pacific Western Bank
9701 Wilshire Blvd. Suite 700
Beverly Hills CA, 90210
310.887.8511 (PH)
310.271.1090 (FX)

Pacific Western Bank is a preferred partner to the education industry and charter schools. The challenges facing charter schools are real and Pacific Western Bank can help you keep more money in your operating budget.

Pacific Western Bank is a Los Angeles-based commercial bank with over $25 billion in assets that provides comprehensive commercial banking and lending services.

Could not find company [NWEA/Edmentum]

Could not find company [CliftonLarsonAllen LLP]

Delta Managed Solutions
Booth #1211
1451 River Park Drive, Suite 180
Sacramento CA, 95815
916.649.6461 (PH)
916.244.0307 (FX)

DMS provides business back-office and financing solutions to California charter schools, partnering to meet your school’s complex operational and compliance hurdles. Our superior service and cost-effectiveness result from qualified staff with a strong customer service focus and technology which allows you 24/7 access to your school’s financial information. We serve charters throughout the state supporting over 27,000 charter school students statewide.

RBC Capital Markets
Booth #1307
2398 East Camelback Road, Suite 700
Phoenix AZ, 85016
602.381.5371 (PH)
602.381.5380 (FX)

RBC Capital Markets is a full-service investment banking firm with a group that specializes in financing charter school facilities. RBC Capital Markets has financed over 150 charter school projects for more than 100 organizations raising over $2.6 billion. The RBC Capital Markets Charter School Finance Group assists charter schools with navigating the entire bond finance process; from developing a plan of finance, to assembling and coordinating a financing team and, finally, to financing execution and funding. RBC Capital Markets finds solutions to the capital funding challenges faced by charter schools.

Booth #1610
1550 Wewatta Street, 2nd Floor
Denver CO, 80202
833.476.2897 (PH)

BuyQ is a mission-driven group purchasing organization specifically for charter schools. We help charter schools save time and money by providing access to pre-negotiated, U.S. Department of Education “EDGAR”-compliant group purchasing contracts with top national vendors. BuyQ selects vendors through an open and competitive RFP process that leverages the combined purchasing power of 5,000+ charter schools to deliver significant savings and other valuable benefits. When schools purchase through a BuyQ contract they can feel confident that they are making the most their school’s budget and saving valuable staff time. Participation is free. Register today at buyq.org.

Could not find company [Elephango]

Charter Impact Inc.
Booth #1605
15760 Ventura Blvd., Suite 960
Encino CA, 91436
888.474.0322 (PH)
888.562.9312 (FX)

Charter Impact is a mission-driven business partner dedicated to empowering charter schools and non-profits with professional, personalized financial management and operational support. Our number one priority is to provide timely, accurate financial information with dependable, responsive customer service at an affordable cost.

Our team strives to achieve efficient financial process integration and alignment to increase internal controls and reliability, and heighten confidence in financial information. Our model of service resembles more of a hand-in-hand partnership than a “back” office company. We stand with our clients, not behind them, and help navigate from start-up through strategic growth and into long-term sustainability.

Hertz Furniture
Booth #1313
170 Williams Drive
Ramsey NJ, 07446
800.526.4677 (PH)
800.842.9290 (FX)

We Turn Your Vision Into Reality.

Hertz Furniture has been furnishing Charter Schools since the beginning of the charter movement.

Flexible, Collaborative, Individualized, or Traditional - Hertz Furniture has innovative furniture to match your teaching style, curriculum, and budget for every room in your school, including Classroom, Learning Commons , Lab, Media Center, Café, and more, all with Lifetime Warranties. Complimentary samples, interior design, and turnkey project services always included.

School Pathways LLC
Booth #1410
181 Commercial Street
Portola CA, 96122
866.200.6936 (PH)
530.831.8800 (FX)

School Pathways Student Information System: Responsive, Adaptive, and Integrated! ONE cutting-edge system with MULTIPLE educational solutions to support Performance-Based, Blended, & Personalized Learning.

Marsh & McLennan Agency LLC
Booth #1412
9171 Towne Centre Drive, Suite 500
San Diego CA, 92122
858.587.7161 (PH)

Whether you run a multi campus CMO, a single site charter or a home based learning school Marsh & McLennan has the insurance solution for you. We have been providing premier insurance, risk management and employee benefits solutions since 1909.With offices in San Diego, Orange County, Los Angeles and the Bay Area, we offer a full range of services and coverages for charter schools. Marsh & McLennan is the largest California insurance brokerage and consulting firm with world class expertise and resources coupled with a local touch. Our CharterShield Insurance program offers schools the coverage they want with significant savings.

Procopio, Cory, Hargreaves & Savitch LLP
Booth #1614
525 B Street, Suite 2200
San Diego CA, 92101
619.238.1900 (PH)
619.235.0398 (FX)

Procopio is an AmLaw 200 law firm with more than 170 attorneys across the Western Region, with a focus on diversity and inclusion reflected in our being named a Law360 Best Law Firm for Minority Attorneys. For 25 years we’ve served charter schools with a deep understanding of our clients’ operational and educational objectives in this fast-growing component of our public education system. We provide support and guidance for charter growth and innovation, petitioning, renewals, appeals, governance, and employment matters. We also advise on litigation, financing, corporate structures, taxation, intellectual property protection, licensing, insurance, leases, land use and environmental regulations. Visit us at booth 1614 to chat and pick up your copy of the all-new 2018 booklet on charter schools, the “go-to” compendium of laws and regulations!

The 25th annual conference will be held March 26–28, 2018 in San Diego, CA at the San Diego Convention Center.