Week of March 18, 2024 • Long Beach Convention & Entertainment Center • Long Beach, CA
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It’s Getting Hot in Here! Cash Management in an Inflationary Environment

Whether you are borrowing cash or sitting on a pile of it, cash management has never been so important! How can your school borrow money more cheaply? How can your organization invest extra money safely? How can you earn a reasonable rate of return while meeting compliance requirements? Join us for an interactive session to talk cash strategies and pitfalls with finance and banking experts and learn from school leaders using strategies that work in this economic climate.

When/Where:
,
203B, Long Beach Convention Center
Topic:
Operational Integrity - Funding
Format:
Breakout Session

Presented by


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James McGrath
Founding Director
IVA High

James McGrath, J.D., M.A., is the Founding Director of IVA High dedicated to equipping its students to think critically, creatively, and with a capacity for self-growth. He is also a former finance attorney representing many of the nation's largest banks and consulting with K-12 schools to navigate their funding needs. He spends his weekends coaching little league, and can't help but to sprinkle in some Moneyball strategies.James J. McGrath, J.D., M.A., is a financial attorney with a focus on the Employee Retention Credit, having advised schools across 27 states. 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.


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Jason Sitomer
Managing Director of Client Finance
Charter Impact Inc.

Jason is responsible for helping schools thrive financially, stay up-to-date on compliance, and succeed in the new post-pandemic reality. Jason oversees a team of 11 directors assisting over 70 organizations, 100 schools, and 70,000 students. He takes pride in being a strategic partner with Charter Impact’s clients and aggregating best practices from across the industry to drive successful outcomes. Previously, Jason was a Senior Director at the Learn4Life network, where he was responsible for the financial projections, cash management and ad hoc analysis for 20 California charter schools. Jason earned his MBA from Pepperdine University.


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Jason Watts
Executive Director
Scholarship Prep Charter Schools - Scholarship Prep - Santa Ana

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John Helgeson
Senior Director
Banc of California

When/Where:
,
203B, Long Beach Convention Center
Topic:
Operational Integrity - Funding
Format:
Breakout Session