March 14-17, 2022 • Long Beach Convention Center • Long Beach, CA
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Demystifying Financial Statements


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Long Beach Convention Center, 203A

Do you dread the part of the board meeting when it is time to review and discuss the financial statements? We will demystify the fundamentals of accounting and budgeting so you are prepared to effectively engage in financial discussions. We will also review what lenders focus on in the financial statements. Through group exercises, you will acquire the language, analytical tools, and insights needed to confidently evaluate your organization’s fiscal health in today’s uncertain times.

Topic:
Operational Integrity - Funding
Audience:
Board members, Instructional leaders, Operations leaders, Charter School Developers
Level:
Beginner

Scroll down to view handouts.

Presented by


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Dorothy Lee

EdTec Inc.

Dorothy Lee joined EdTec in 2008 and manages the Southern California region. She has worked with a range of schools, from charter developers as they get authorized to established networks like Environmental Charter Schools and Synergy Academies. Dorothy has presented at conferences on a wide variety of topics including replication, renewals, facilities, start-up, budgeting, governance and benchmarking.


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Kelly Theofanis
Loan Officer
Local Initiatives Support Corporation

Kelly Theofanis is a Loan Officer in Charter School Financing at LISC. She underwrites loans for charter school facility projects nationwide.


Handouts

2022 CCSA Demystifying Financial Statements Slides
Topic:
Operational Integrity - Funding
Audience:
Board members, Instructional leaders, Operations leaders, Charter School Developers
Level:
Beginner

Scroll down to view handouts.