March 14-17, 2022 • Long Beach Convention Center • Long Beach, CA
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.
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.
Kelly Theofanis is a Loan Officer in Charter School Financing at LISC. She underwrites loans for charter school facility projects nationwide.