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TCSA Announces the CFO Summit

December 8, 2016

February 14-15, 2017

Ready to learn about changes to the Texas Education Agency’s (TEA) Charter FIRST reporting system? Need to learn more about the State Allotment Monitoring Program and how student attendance drives your Foundation School Program funding? This two-day event will enable you to network with other charter leaders and provide the latest information available to make sure your charter system is well prepared and in compliance with state and federal guidelines.

Presentations will focus on the Teachers Retirement System (TRS) of Texas guidelines around retire/rehire rules, 403(b) plans, and surcharges.

Are you struggling to understand Chapter 44 procurement requirements and the basics of bonds? We are offering sessions to support both of these topics. Additionally, there will be a session focused on changes in labor, employment, and Texas payday laws.

A panel of your peers will also serve as panelists to discuss best practices in travel policies to meet both State of Texas and EDGAR guidelines.

Most charter CFOs and business managers struggle to find training applicable to them in their roles as financial leaders. We hope you are able to join us for this two day event designed specifically to meet the training needs of charter business officers.

Agenda Topics:
• Changes to Charter FIRST Indicators
• The State Allotment Monitoring Program
• Student Attendance and Funding
• TRS Surcharges, Retire/Rehire Rules, and 403(b) options
• Bonds 101
• Ways to Improve Your Audit (From the Auditor's Perspective)
• Best Practices for Travel: Meeting the guidelines for the state of Texas and EDGAR
• Procurement Law for Charters
• MONEY MONEY MONEY: Legal Update and Land Mines for Texas Payday Act and Fair Labor Standards Act

• David Marx from the Texas Education Agency
• Caasi Lamb, Rebecca Merrill, Hannah Siemens-Luthy, Jennifer Dujka, and Barbie Pearson from the Teachers Retirement System of Texas
• Joe Hoffer and Adam Courtin from Schulman, Lopez, Hoffer & Adelstein, LLP
• Janet Robertson from Haynes and Boone LLP
• Jerry Negrete from the Chapman Firm PLLC
• Andrew Moore and Rick Mozley, Judd, Thomas, Smith & Company, P.C.

Register online

Cost: $250 for TCSA member schools and $350 for non-members.


Special Pre-conference Session Available
Deep Dive into the Foundation School Program

This three-hour training for business and chief financial officers will provide an in-depth view of the Foundation School Program (FSP). Attendees will learn about the factors that drive charter funding and how all of the pieces fit together. This session will be presented by Nora Rainey of the Texas Education Agency. The session will be presented on February 13, 2017, from 1-4 pm.

Nora Rainey, Texas Education Agency, Division of School Funding

Register online 

Cost: $50 for TCSA member schools and $75 for non-member schools.

512-584-8272 | 3005 S Lamar Blvd, Suite D-447, Austin, TX, 78704