Valedictorian Members
Charter School Capital, Inc.
Charter School Capital (CSC) provides reliable, efficient and cost-effective financing solutions so charter schools can focus on their mission- educating children. Whether you are managing deferrals, fueling a growth plan, or starting a new school, CSC is a trusted partner dedicated to the financial health of your school. We are...
Charter School Management Corp.
Charter Schools face tremendous challenges; beginning with the political, social, financial, and ideological issues raised by the attempt just to form them. Whether the school's intended founders are parents, community members, teachers, or seasoned administrators, the complexities of charter school design, formation, operation are overwhelming. CSMC at its core, can...
Delta Managed Solutions, Inc.
Delta Managed Solutions (DMS) provides administrative and financing solutions to California charter schools, partnering to meet your school's complex operational and compliance hurdles. Our professionals have three decades of experience in charter operation, municipal finance, banking and law. Our efficiencies and cost-effectiveness result from a combination of qualified staff and...
EdTec Inc.
EdTec is a social venture founded in 2001 to develop, support, and advance quality charter schools. Our exceptional team has provided unparalleled expertise and support to over 250 charter schools across a comprehensive range of services, including: * Charter Petition Development * Back-Office Business Services * Board Governance & Strategic...
FirstSouthwest Company
FirstSouthwest is a highly ranked financial advisor to charter schools and municipalities throughout California and the nation. Our fiduciary duties include assessing financing needs, evaluating short/long-term options and managing the overall borrowing process. FirstSouthwest serves as Program Manager to the Citi California Charter School Working Capital Program. (Member FINRA/SIPC) Website:...
RBC Capital Markets
RBC Capital Markets Charter School Finance Group consists of six charter school specialists and over 100 regional bankers throughout the United States.We offer borrowers customized solutions to help raise capital for school facilities through the issuance of tax-exempt and taxable debt. Since 2000, we have financed over 100 charter school...
Vavrinek, Trine, Day & Co., LLP
For decades, our clients have placed their confidence in VTD to assist them in building their futures with the advice of our experienced partners. The difference accurate and timely financial information makes to an organization is a major component in its success and stability. Mrs. Katie Hazen Executive Assistant to:...
Vicenti, Lloyd & Stutzman LLP
Since California charter schools opened in 1993, we've been a respected audit partner for you. Our CPAs deliver confidence via an independent audit process; meeting regulatory compliance, ensuring fiscal responsibility, helping you maintain adequate funding. Together, we form a relationship of trust and integrity to help you face any challenge....
Magna Cum Laude Members
BLX Group LLC
The BLX Group LLC is an independent financial advisory firm offering charter schools a full scope of financial advisory services relating to debt financings. By applying our in-depth charter school knowledge we help schools understand, choose, and execute financing structures that will provide the necessary capital to purchase or build...
CharterWorks, Inc.
At CharterWorks, our mission is to provide professional and efficient support services to help California's charter schools make the most of their limited financial resources. Developed and supported by successful charter school operators, CharterWorks delivers high-quality support including back-office accounting, financial reporting and budgeting, compliance reporting, grant support, training, charter-school...
Christy White Associates
Christy White Associates is a California CPA firm providing local government and nonprofit agencies with responsive, professional client service. We have 25 audit professionals serving over 100 California public K-12 school districts, community college districts, charter schools and educational foundations. We offer audit, tax and consulting services to charter schools....
Dickerson Employee Benefits Insurance Services
Dickerson Employee Benefits is the largest African-American owned broker/consultants in the country. Dickerson Employee Benefits is a full service insurance brokerage, marketing and risk consulting firm. We offer a full line of group medical, dental, vision, life, disability, and voluntary products. Dickerson will contribute expertise in training, development of business...
Low Income Investment Fund
The Low Income Investment Fund (LIIF) is dedicated to creating pathways of opportunity for low income people and communities. LIIF pursues this aim by providing capital and technical assistance to help low income communities finance and build facilities for education, affordable and supportive housing, child care and other community revitalization...
NCB Capital Impact
NCB Capital Impact provides financing and technical assistance to charter schools nationwide. One of the few experts in charter school facility financing, NCB Capital Impact has been working with charter school initiators since the movement's inception. Through direct funding and efforts to attract grant dollars, NCB Capital Impact has helped...
NP Solutions, Inc.
At NP Solutions we offer our 20+ years of non-profit expertise to help California Charter School reach their organizational objectives. School administrators benefit from our fund accounting software that addresses SACS, STRS & PERS, budgeting and cross fiscal year reporting and our fundraising solutions designed to increase revenue. We encourage...








