It's Not a Matter of Can – Should Charter Schools Invest their Cash?
Regardless of how much cash, or other assets you have on hand, learning how to invest public funds safely should be on your radar. Our team will review 2 case studies to illustrate how to problem solve challenges organic to investing and field specific questions about your schools.
Moderated by John Helgeson from East West Bank, our panel provides a wealth of charter school fund management: Noel Russell-Unterburger (CFO-Navigator Schools), James McGrath (Founder-IVA High), and Farhad Bahar (Partner – Buchalter).
Session Outcomes and Content
- Practical steps to investing public and non-public funds
- How to discuss investing with your board
- How to keep school funds safe
- Understand the risks of investing
Presented by
Partner
Buchalter
Finacial Consultant
CFOMW Tax LLC
Sixteen years of experience as a corporate finance attorney and/or charter school leader.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.
Senior Vice President
East West Bank
John has not only been responsible for providing more than $2 billion of funding and commitments to charter schools across the United States, but is a recognized expert and frequent speaker on charter school finance and cash flow planning. Helgeson’s experience includes more than 14 years focusing on charter school finance leadership, including launching charter school financing programs in 11 States.
Chief Finance & Operations Officer
Navigator Schools - Gilroy Prep
No Session Resources
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