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.

LinkedIn: https://www.linkedin.com/in/james-surmeian-0674777

Sessions

• Countering Dwindling Enrollment: Tactics for School Growth (aka Survival)
• Demystifying Funding Determination Submissions