A must-attend virtual event for finance teams driving excellence in their school operations
Choose the sessions that fit your schedule:
Day 1: Keynote with award-winning financial leader Raj Thakkar, sharing 20+ years of proven strategies for charter school success
Day 2: Two expert panels on future-proofing your budgeting and optimizing procurement, featuring industry leaders from Leadership Public Schools, SEEO Pomona, BuyQ, and more
Day 3: Live product showcase of cutting-edge technology to streamline purchasing and drive operational excellence
Event Partners
Day 01
Feb 11
The Fiscal Responsibility Method: How to Navigate Charter School Finance Complexity
Raj Thakkar, Founder & CEO at CSBM, will share proven strategies from his Fiscal Responsibility Method to help charter schools tackle financial challenges, optimize spending, and ensure fiscal responsibility. Gain actionable insights from an award-winning financial leader with 20+ years of experience in charter school finance, and discover how to prepare your school for long-term stability and growth.
Raj Thakkar
Founder & CEO, CSBM
Bróna O’Connor
VP, Marketing Procurify
Day 02
Feb 12
How Leading Charter Schools Are Transforming Procurement for Maximum Impact
This customer panel brings together charter school leaders who are on the cutting edge of procurement transformation. Hear firsthand how they’ve optimized purchasing workflows, improved budget visibility, and leveraged technology to streamline operations. Learn how to tackle rogue spending, gain real-time spend visibility, and stay compliant as budgets tighten and regulations increase.
Kayla Perez
Coordinator of Business Operations & Finance
Thomas Vogt
Vice Principal
Chanthip Phongkhamsavath
Chief Business Officer
Angela Linzay
Teaching Teacher Specialist
Navigating the New Normal in Charter School Budgeting
Join a virtual fireside chat with charter school finance leaders sharing strategies for financial stability, transparency, streamlined operations, and compliance to help schools prepare for 2025-2026 budget planning. Get ahead of the curve with insights from experienced leaders on adapting to funding shifts, rethinking staffing models, and navigating the complexities of modern charter school finance.
Daniel Casselli
President
Joe Keeney
Founder and Chairman
Daniel Bell
Deputy Chief of Finance
Jonathan E. Gillen
Regional Director
Day 03
Feb 13
How Charter Schools Can Ace Their Purchasing Process with Procurify
Explore how charter schools can overcome procurement challenges in this deep-dive product showcase. Join us to see how Procurify’s latest features, including AI-powered contract management and AP automation, streamline purchasing, ensure compliance, and deliver cost savings. See firsthand how these tools can help your school save time, stretch your budget further, and eliminate procurement headaches during budgeting season.
Yishi Pan-Artani
Senior Director, Product
Josh Cronk
Senior Manager, Product Marketing
Join us live and win
The first 25 attendees to join one of our live sessions will receive a $20 Amazon gift card to purchase Raj Thakkar’s book, fiscally seCURE: Prepare, Protect & Propel Your Charter School with Responsible Financial Management.
(Limit one gift card per person.)
Register to one or all of the sessions for expert insights designed to help charter school leaders take control of their budgets and procurement processes.
