(28) Fund It or Pass? A Live Credit Committee Simulation

1.30pm – 2.30pm MST, 4 March 2027 ‐ 1 hour

Room: Red Rock 8

Workshop Sessions

Securing facility financing is a significant step in a charter school's growth. This interactive session offers an inside look at how financing teams assess a school's strengths, opportunities, and risks when considering a capital project.

Through a live credit committee simulation, evaluate a hypothetical but realistic charter school financing opportunity using information credit decision-makers review, including financial performance, enrollment trends, academic outcomes, governance, and facility plans. Weigh the school's strengths and weaknesses, then vote on whether to move forward with financing.

Watch a panel of industry professionals, including investors, underwriters, and credit analysts, debate key issues, challenge assumptions, and consider risks and mitigating factors before reaching a decision.

Compare your judgment with theirs and gain a deeper understanding of the factors influencing financing and rating outcomes, how market participants assess risk, and what makes a school financeable.

Session sponsor