(83) Roadmap to Rating: Strategies for Climbing the Credit Ladder

8.30am – 9.30am MST, 28 February 2025 ‐ 1 hour

Room: Evergreen (B)

Operations, Funding, & Facilities

As an educator, you understand the importance of financial stability in ensuring the long-term success of your charter school. A strong credit rating is a powerful tool that can unlock significant financial benefits, such as lower interest rates on debt financing.

In this workshop, you'll gain valuable insights into the credit rating process and learn practical strategies to improve your school's financial standing. D.A. Davidson will share expert advice on common credit rating pitfalls and provide a step-by-step roadmap to achieving a favorable rating.You'll also hear firsthand from Lisa Jarvi at SkyView Academy about their successful journey to securing an investment-grade credit rating. Learn how they were able to save over $2.5 million in interest expense through strategic refinancing.

By attending this workshop, you'll be equipped to make informed financial decisions and position your school for future growth and stability.