I help charter schools build and restructure their organizations, navigate complex compliance regulations, and negotiate for private and Prop. 39 facilities.
Fundraising can transform a school’s programs and mission—but it also comes with compliance and …Fundraising can transform a school’s programs and mission—but it also comes with compliance and governance considerations. The presenters will break down essentials, like the charitable trust doctrine, state and local registrations, IRS standards, and the pros/cons of separate fundraising foundations. Participants will learn best practices for their school’s fiscal policies and special rules that apply for raffles, bingo, and food sales (think candygrams, bake sales, and food trucks). Together, participants and presenters will also unpack how schools can implement strong volunteer policies, address conflict issues, and other challenges that can intersect with fundraising.
Governance breakdowns rarely start with bad intentions, they start with blurry lines. This practical…Governance breakdowns rarely start with bad intentions, they start with blurry lines. This practical, legally grounded session clarifies the distinct roles and responsibilities of charter school boards and staff and explains why getting this right matters. The presenters will identify the most common governance pitfalls — role confusion, overreach in both directions, lack of trust between board and management, unhealthy alliances, and uncertainty about what decisions require board approval versus what management can and should handle. The presenters (experienced charter school governance and labor and employment attorneys) will offer concrete strategies for maintaining appropriate oversight while preserving administrative autonomy.
