Week of March 18, 2024 • Long Beach Convention & Entertainment Center • Long Beach, CA
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Demystifying Funding Determination Submissions

Every 2-4 years, flex-based CA charters are required to go through a funding determination process - which can be a daunting task - even for charter veterans. Join us to learn tools to help you and your team approach future submissions with a game plan that’s both thorough and manageable. We will review allowable uses in the 40 / 80 spending category, explain how to track them throughout the year, and share strategies to avoid year-end surprises.

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

Presented by


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Amanda Fernandez
Chief Fiscal Officer
Sequoia Grove Charter Alliance

Dr. Amanda Fernandez has had a diverse and extensive career in the field of education. With experience in traditional District and County Office settings, Charter schools, and Higher Education. Throughout her career, Dr. Fernandez has overseen and managed various educational departments, programs, and services aimed at improving student learning & achievement. Dr. Fernandez created teacher mentoring programs and served on a multi-industry task force to create new credentialing pipeline pathways with CTC. In her current position as Chief Fiscal Officer, Dr. Fernandez oversees the financial aspects of three charter schools, including budgeting, financial planning, payroll, LCAP, and managing fiscal resources.


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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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Jim Surmeian
Director of Client Finance
Charter Impact

Jim is responsible for overseeing Charter Impact’s service delivery, as well as acting as an outsourced CFO on behalf of our clients. Jim brings over 20 years of non-profit and for-profit financial management experience to our team. Throughout his career, Jim has used his Six Sigma background to increase efficiency, eliminate non-value-added functions, and bring down overhead costs for both his internal teams and external clients. He especially enjoys applying this experience for non-profit entities so they can operate more efficiently and better serve their stakeholders.


SESSION RESOURCES

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

SESSION RESOURCES