Building Financial Resilience: Leveraging Banking Relationships & Cash Flow
Charter Schools in California face a double financial hit with exit of one-time funds and declining enrollment. This session, led by a charter finance expert, a banker, and a school operations leader, will provide actionable strategies to manage these challenges. Participants will explore how to make their money work smarter, proactively address cash needs, and foster meaningful, long-term relationships with financial institutions. The session will also cover interest rate considerations and facility financing options, equipping school leaders to navigate economic uncertainty with confidence.
Presented by
Senior Vice President
Hanmi Bank
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.
Executive Director
Scholarship Prep Charter Schools - Scholarship Prep - Santa Ana