Board Chats

Convening the Charter Community


Board Chat Series Sessions

January 24th 2024, 12:00-1:00 PM

What Boards Should Know About Conflict of Interest, Nepotism, and Classification Issues Related to Workers

This presentation will help attendees understand charter schools' obligations regarding avoidance of conflicts of interest. Equally important is to ensure organizational compliance with nepotism and worker-related issues such as employee vs independent contractor status.

Minnesota attorney, Jim Martin of Martin Law Firm PLLC,  will present best practices to mitigate risk in these primary areas.

February 21st, 2024, 12:00-1:00 PM

Charter School Budget Basics 

Learn the fundamentals of charter school funding. Scott Brown, CFO/Founding Director from EdFin, will share important facets of charter school financial oversight. Understand the role of the board in financial oversight and the cycle of a charter school budget. Review key assumptions of what drives revenue and expenses in a charter environment.


March 12th, 2024, 12:00-1:00 PM

Understanding Charter School Financials 

Charter school finance is complicated coupled with being one of the most important fiduciary duties of the board. Learn from our content expert, Scott Brown, CFO/Founding Director from EdFin. Understand the importance of what to spotlight on the income statement balance sheet, payment registry, cash flow statement, and deposit report.



Learn from Industry Experts

Join our leaders and veterans from the education field.


Beth Finch

Founder, CharterSource


Jim Martin

Martin Law, PLLC


Scott Brown

CFO and Founding Director, EdFin

Kyle Knudson

CEO and Founding Director, EdFin