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Financial Management Cohort
Build your budget tools with your school’s own numbers
Four live virtual workshops across the school year, with individual coaching in between. Built for beginning to mid-career charter school finance leaders.
Enroll in the cohort Talk with us firstIf you handle the finances at a charter school, whether that is your whole job or one of several hats you wear, this cohort is built for you.
It runs as four live workshops across the school year, spaced to match your budget cycle, with individual coaching in between. You bring your school's actual reports and enrollment figures, and you build the models and templates around them. A brief pre-course survey means the discussion starts from where your school actually is.
Session dates
Revenue Strategies
Thursday, October 8, 2026, 9:00 to 10:00 am
Long-Range Financial Planning
Thursday, December 10, 2026, 9:00 to 10:00 am
Revising Budgets with Confidence
Thursday, February 11, 2027, 9:00 to 10:00 am
Building a Budget That Works
Thursday, April 8, 2027, 9:00 to 10:00 am
All sessions meet on Zoom. Individual coaching is scheduled between sessions at a time that works for you.
Julie Lundgren, your instructor
Julie brings more than 20 years as a Minnesota charter school finance leader and serves today as a Chief Financial Officer. The strategies she shares have generated new revenue and strengthened financial stability at real schools, and they reflect current MDE requirements and the realities of leading school finances in Minnesota right now.
What you’ll gain at each session
1: Revenue Strategies - Finding Dollars You May Be Leaving on the Table
You will leave with an investment planning template and resource guide, revenue ideas you can evaluate immediately, and strategies that keep generating returns for years.
2: Long-Range Financial Planning with a Five-Year Budget Model
You will leave with a customizable five-year budget model, more confidence presenting projections to leadership and your board, and a planning tool you will use every budget season.
3: When Circumstances Change - Revising Budgets with Confidence
You will leave with a budget revision framework, vendor negotiation and expense reduction strategies, and conversation guides for leadership and board discussions.
4: Building a Budget That Works
You will leave with a budget development checklist, a key MDE report guide, and budget templates ready to use next year and every year after.
Enrollment at a glance
Cost
$2,750 per participant
Enrollment closes
September 18, 2026
Built for
Beginning to mid-career charter school finance leaders
Format
Four live Zoom workshops plus individual coaching between sessions
Enrollment includes all four workshops, individual coaching between sessions, and every template and model you build. Contact us for other payment and scheduling options.
Enroll in the cohort Ask a question firstCommon questions
What if I have to miss a session?
Every session is recorded, so you can catch up on your own schedule and still bring your questions to your next coaching conversation.
How does the individual coaching work?
After each workshop you schedule a one-on-one session with Julie to work through what you built with your own school's numbers. That might mean reviewing your five-year model, talking through a revenue idea before you bring it to your board, or looking at a report together. You schedule each conversation at a time that works for you, and the pre-course survey helps Julie come prepared with your school's situation in mind.
When is payment due?
Payment is due before the first session on October 8, and you can pay in full through the enrollment link. If your school needs a different arrangement, such as an invoice, or payment split across two fiscal years, write to us at info@chartersource.org and we will work it out with you.
The cohort runs once this year, and enrollment closes September 18.
Enroll in the cohortQuestions are welcome at info@chartersource.org or 612-293-0166.