Program
Read Between the Numbers: A Board Finance Cheat Sheet
Most charter school boards don't see financial trouble coming until it's already a problem. It’s not because they aren't paying attention; it’s because they're not sure which numbers matter or what to do when something looks off. This session builds a simple cheat sheet of financial indicators every board member should know, what healthy looks like, and how to spot warning signs. Participants will leave with something they can actually use at their next board meeting.
Presented by
Dave Murphy Chief Revenue Officer Charter Impact
Jason Sitomer Head of Client Finance Charter Impact
Jason serves as the Head of Strategic Accounts for Charter Impact, where he leads a team of 19 directors supporting the financial operations of more than 110 California charter schools . He joined CI five years ago and plays a key role in strategic growth, fiscal oversight, and client thought partnership. Prior to CI, Jason served as a Senior Director for a 27 school network. Over his five-year tenure, he oversaw financial forecasting, cash management, banking relationships, authorizer compliance, and strategic reporting. Jason is a committed advocate for school choice and expanding educational opportunities beyond the traditional public school system.
