Finance & Budget | Charter Support Unit

Using the CSU Budget Template for Charter Applications

by Curtis Fuller | Mar 10, 2021 |

The Charter Support Unit has developed a comprehensive budget template designed to help create a complete budget. Many groups writing charter applications have used the template to write new charter applications. This webinar will be presented to speak to groups using...

Understanding Your Required Financial Documents

by Curtis Fuller | Mar 10, 2021 |

Accounting and financial reporting for charter schools are complicated and often counter-intuitive. This webinar will focus on how to understand the basics of these financial reports. This presentation will be particularly beneficial for Governing Board members and...

TSIA and How to Calculate your School’s Allocation

by Trisha Leitem | Aug 24, 2021 |

The DOE recently released the new instructions for the 2021-22 Teacher Salary Increase Allocation funds. We here at the CSU have developed a calculator that schools can use to assist in calculating the distribution of these funds. The calculator also includes a sample...

Title I, Part A Basics

by Curtis Fuller | Mar 10, 2021 |

How to ensure that all children have a fair and equal opportunity to obtain a high-quality education and reach, at a minimum, proficiency on State academic achievement standards and assessments. This free webinar will be presented by Sonya Morris- Chief of Federal...

The Role of Insurance for Charter Schools

by Curtis Fuller | Mar 10, 2021 |

Charter Schools face very unique exposures to risk on a daily basis. Ignorance of these exposures is not a valid legal defense. Understanding methods in which to minimize or ways to transfer risk is essential. Insurance is a practical option to providing a level of...

The Road from Leasing to Owning – Charter School Facilities

by Curtis Fuller | Mar 10, 2021 |

Finding a permanent home for a charter school is one of the most complicated tasks the school will face. Options abound for the facility itself and the financing of those facilities. This presentation will share the various options which are available for facilities...

The Life Cycle of Charter School Financing

by Curtis Fuller | Mar 10, 2021 |

Charters have been operating for over 20 years, and access to facilities is still one of the biggest challenges charter schools face. As the charter school market has grown, Financing Options have grown as well and now charter schools have more than a few options to...

The Intersection of Board Governance & Finance: What Every Board Member Should Know

by Curtis Fuller | Mar 10, 2021 |

This webinar will not be your average facilities financing discussion. This presentation will provide some of the best board governance practices, coupled with relevant financial metrics and concepts to proficiently guide their school. This presentation will be...

The Importance of Data Reporting to Ensure Full FTE Funding

by Curtis Fuller | Mar 10, 2021 |

The Florida Educational Finance Program provides funds to public schools, including charter schools. The funding is based on the data reported during the state reporting weeks. The first of which is October 8-12 this year. Ensuring you have the data entered...

The E-Rate Program and its New Rules

by Curtis Fuller | Mar 10, 2021 |

Do you know about the changes to E-Rate or are you looking to learn about the program in general? E-Rate is a federal program schools can take advantage of to help pay for Internet access and network equipment. While this is a free resources for schools, many find the...

The Budget Process and Best Practices

by Curtis Fuller | Mar 10, 2021 |

As we enter into spring, Charter Schools should not be focused only on the upcoming state assessments, but also starting the budgeting process for next year. Consider joining us for an informative webinar presented by Ms. Alina Chester, the Budget Director for...

Thank You For Donation Letter & Charitable Receipt

by Curtis Fuller | Mar 9, 2021 |

DescriptionThis sample letter could be used to send thank yous to donors to the school and to provide them for a tax receipt for their contribution.

Staff Purchase Request

by Curtis Fuller | Sep 30, 2021 |

This is a sample form that schools can use when an employee wishes to request that something be purchased. Using this form will allow for more robust internal controls on the approval processes and document who is asking for specific items.

School Cybersecurity – Know The Threats & How To Mitigate Them

by Curtis Fuller | Mar 10, 2021 |

This presentation will be just what you need to brush up on cybersecurity and how you can protect your school from threats. We will discuss the various techniques you can use to keep your school safe by identifying potential threats and taking correct actions to stop...

Room Inventory List

by Curtis Fuller | Mar 9, 2021 |

This sample form can be used for teachers to complete an inventory listing of the materials contained within their room. This is most often done at either the very start or very end of the school year.

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