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Operations and Finance Cohort

A cohort for Business Managers, Directors of Finance, Directors of Operations and Facility Managers. Meets monthly for one hour.

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Raised by William Knous

Reminder: Register for the Annual Finance Seminar on 9/5

Hello Charter Leaders,

As a charter school finance leader, you know the questions keeping us all up at night:

-How will we adjust if Title Funds are delayed?
-Whatโ€™s the smartest way to structure multi-year budgets that protect programs in lean years?
-Are we making the most of state capital construction grants?
-Is our board finance committee driving the right governance conversations?
Get answers from experts and peers at the Colorado's Annual Charter Finance Seminar:
๐Ÿ“… Friday, September 5, 2025
๐Ÿ“ Lowry Conference Center, Denver
๐Ÿ–ฅ In Person: All Sessions (Main and Breakouts) Zoom: Main Sessions Only

Featured presenters include:

LeadJoy โ€“ Practical steps to create transparent, CDE-compliant budgets.

CDE Program Leaders โ€“ Insider details on BEST, CSCC, and SFIG grant programs.

Afton Partners โ€“ Leadership strategies to navigate uncertain funding environments.

Donโ€™t wait for the next challenge to hitโ€”come prepared.

Reserve your spot now: https://coloradoleague.org/events/event-calendar/annual-finance-seminar2025.html

Spaces are limited! We hope to see you there.

Created: August 20, 2025 09:08:45 AM

All Replies (2)

William Knous August 26, 2025 - 10:46:21 AM
We have been getting some great questions about specific sessions! Here is a more detailed overview.

Main Sessions:
-LeadJoy (Glenn Gustafson & Kim McClelland) โ€“ Building compliant budgets, clear financial policies, and understanding construction bonds/intercept programs.
-Carrie Stewart (Afton Partners) โ€“ Leadership During Funding Uncertainty and Effective Financial Governance with practical tools for boards and finance committees.

Breakout Sessions
-Brandon LaChance (CDE) โ€“ Overview of BEST & CSCC capital construction funding and application strategies.
-Josh Devon (Afton Partners) โ€“ Multi-year financial planning to strengthen sustainability and guide leadership decisions.
-Paola Paga (CDE) โ€“ Leveraging School Facilities Incentive Grants to expand facilities funding.
-Glenn Gustafson + Kim McClelland, Co Founders, LeadJoy
Understanding Charter Construction bonds and the Intercept program

Spaces are limited! If you have not reserved your spot - do so today!
https://coloradoleague.org/events/event-calendar/annual-finance-seminar2025.html
Erin Gunther August 20, 2025 - 10:44:18 AM
Iโ€™m reaching out to see if you have any details available regarding the breakout sessions for the upcoming Annual Charter Finance Seminar.

Iโ€™m trying to determine whether it would be worthwhile to make the three-hour roundtrip to attend in person or if participating in the main sessions via Zoom would be sufficient. Any information you can share about the breakout topics or schedule would be greatly appreciated and will help in making an informed decision.
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