Tuesday, June 16, 2026
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| 9:00 AM–5:00 PM |
Preconference: Charter Authorizing & Oversight 101 Stand-alone, optional preconference presented by the Charter Authorizer Support Initiative (CASI). CASI’s very popular “boot camp” is valuable in its own right but also a great orientation for the full conference.
Presenters: Tiffany Degraffenreid, Manager, Office of Charter Schools, San Diego USD; Michelle Johnson, Director, Charter Schools Office, Santa Clara County Office of Education; Shallu Sharma, Financial Administrator, Charter Schools Office, Santa Clara County Office of Education; Angela Fernandez, Coordinator, Charter School Office, Los Angeles County Office of Education; Tom Hutton, Executive Director, CCAP; David Patterson, Board President, CCAP, and Trustee, Placer County Board of Education; Debi Deal, Senior Fiscal Consultant, CCAP
Lunch for Preconference registrants sponsored by Capitol Advisors.
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| 5:30 PM–7:00 PM |
Meet-and-Greet – sponsored by SchoolQualityReview.ai |
Wednesday, June 17, 2026
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| 7:30 AM–8:45 AM |
Breakfast & Welcome – sponsored by Christy White, Inc.: A Professional Accountancy Company |
| 8:45 AM–9:00 AM |
Break |
| 9:00 AM–10:00 AM |
Presentations Block 1 (60 minutes)
- “Where Do I Begin?” When You Are Brand New to Authorizing – Nesha Pattison, Director of Charter Services, Acton-Agua Dulce USD; Larry King, Senior Director of Outreach and Development, Sage Oak Charter Schools
- Navigating Charter Oversight: Challenges and Strategies for Balancing Accountability and Autonomy – Bill Schuetz, Shareholder Attorney, Dennis Woliver Kelley, Attorneys at Law; Tiffany Degraffenreid, Manager, Office of Charter Schools, San Diego USD
- Renewals: The Fundamentals (CASI) – Michelle Johnson, Director, Charter Schools Office, Santa Clara County Office of Education; Indra Ciccarelli, Director, Charter School Office, Los Angeles County Office of Education
- Authorizing Under Pressure: Navigating Politics, Law, and Public Accountability: A Case Study – Amanda Goldman, Ed.D., Director of Innovative Schools, Sacramento City USD; Leslie Lacher, Partner, Fagen Friedman & Fulfrost, LLP
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| 10:00 AM–10:15 AM |
Break |
| 10:15 AM–11:30 AM |
Presentations Block 2 (75 minutes)
- From Electricity to AI: Powering the Next Era of Charter Authorizing – Jacob Allen, CEO, Reportwell; Adam Aberman, CEO, SchoolQualityReview.AI; Darryl Brown, Ed.D., Coordinator, Charter School Office, Los Angeles County Office of Education
- Authorizing in Context: Balancing Law, Local History, and Board Discretion in Charter Decision-Making – Alysse Castro, Superintendent, Alameda County Office of Education; Juwen Lam, Chief of Accountability Partnerships, Alameda County Office of Education
- Making Sense with Renewal Data – Now Featuring ELA and Math Growth Dashboard Data – Susanne Coie, School Accountability and Education Policy Specialist, Charter Schools Development Center; Indra Ciccarelli, Director, Charter School Office, Los Angeles County Office of Education
- Future Ready: Authorizing Schools that Support Student Choice from Classroom to Career – Heather Wendling, Vice President of Professional Services, National Charter Schools Institute; Dominique Smith, Ed.D., Principal, Health Sciences High & Middle College; Broc Arnaiz, Ed.D., Vice Principal and Director of Community Schools, Health Sciences High & Middle College; Brett Taylor, Chief Engagement Officer, e3 Civic High
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| 11:30 AM–11:45 AM |
Break |
| 11:45 AM–1:15 PM |
Lunch & First Plenary – sponsored by National Charter Schools Institute | Epicenter
- Panel Discussion: The State of California Charter Authorizing and Related Legislation – The latest on the charter oversight provisions of the budget trailer bill, other legislation, and continuing structural challenges for the authorizing profession.
- Ric Reyes, Director, Charter Schools Division, California Department of Education
- Stephanie Farland, Director of Education Policy, Capitol Advisors Group
- Brian Badillo, Charter Audit Partner, Christy White, Inc.: A Professional Accountancy Corporation
- David Patterson, Ed.D., Board President, CCAP, and Trustee, Placer County Board of Education
- Moderator: Tom Hutton, Executive Director, CCAP
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| 1:15 PM–1:30 PM |
Break |
| 1:30 PM–2:45 PM |
Presentations Block 3 (75 minutes)
- Adopting Sound Policies on Charter Management Agreements and CMOs – Michael Wrobel, Director of Fiscal Performance and Accountability, Central Michigan University; John Yeh, Partner, Burke, Williams & Sorensen; Indra Ciccarelli, Director, Charter School Office, Los Angeles County Office of Education
- Using Data in Board Renewal Decisions: Putting Students First – Susanne Coie, School Accountability and Education Policy Specialist, Charter Schools Development Center; Jeffrey Hunt, Ed.D, Director of Charter Schools, Office of Fresno County Superintendent of Schools
- Beyond Compliance: Advanced Charter School Fiscal Oversight Topics – Eugenio Villa, Executive Director, Fiscal Services, Riverside County Office of Education; Martha Delgado, Coordinator, Riverside County Office of Education
- Delivering FAPE in Charter Schools: What Authorizers Need to Know – Tilman Heyer, Founding Partner Attorney, Heyer Gutierrez, LLP; Michelle Breitmeier, Associate Attorney, Heyer Gutierrez, LLP; Ginese Quann, Executive Director, El Dorado County Charter SELPA
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| 2:45 PM–3:00 PM |
Break |
| 3:00 PM–4:00 PM |
Presentations Block 4 (60 minutes)
- Strong Boards, Strong Schools: The Authorizer’s Role in Charter Governance – Heather Wendling, Vice President of Professional Services, National Charter Schools Institute; Corey Loomis, Director of Charter and Community Schools, Riverside County Office of Education
- The Dependent Charter Dilemma: Navigating Oversight When Schools Feel Like “Yours” (CASI) – Deidre Walsh, Director, Office of Charter Schools, San Diego USD; Rene Cardona, Coordinator, Charter School Office, Los Angeles County Office of Education
- Overseeing Personnel and Credentialing Compliance in Charter Schools – Joanne Lin-Hening, Program Manager, Office of Charter Schools, San Diego Unified School District
- The Auditor’s Perspective: Red Flags, Active Oversight, and Pending Reforms – Christy White, President, Christy White, Inc. A Professional Accountancy Corporation; Brian Badillo, Charter Audit Partner, Christy White, Inc.: A Professional Accountancy Corporation
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| 4:00 PM–4:15 PM |
Break |
| 4:15 PM–5:15 PM |
Role-Alike Meetings
- Large/urban school districts – Facilitated by Felicia Olais, Charter Office Director
Fresno USD; Brianna García, Vice President, School Services of California and CCAP Treasurer
- Small/rural school districts – Facilitated by Beverly Jimenez, Coordinator of Education Services, Lakeside Union School District
- County offices of education – County Charter Authorizing Representative Collaborative (CCARC) meeting – Facilitated by Jeffrey Hunt, Ed.D., Director of Charter Schools, Office of Fresno County Superintendent of Schools; Marlo Hartsuyker, Director of Charter School Support & Oversight, Ventura County Office of Education
- Non-authorizer partners – Facilitated by Ginese Quann, Executive Director, El Dorado County Charter SELPA
- Authorizer attorneys – Facilitated by John Yeh, Partner, Burke, Williams & Sorensen, LLP; Tom Hutton, Executive Director, CCAP
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| 5:15 PM–5:30 PM |
Break |
| 5:30 PM–7:00 PM |
Reception & Networking – sponsored by Reportwell |
Thursday, June 18, 2026
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| 7:30 AM–8:45 AM |
Breakfast & Day’s Opening – sponsored by Dannis Woliver Kelley, Attorneys at Law |
| 8:45 AM–9:00 AM |
Break |
| 9:00 AM–10:00 AM |
Presentations Block 5 (60 minutes)
- From Data Overwhelm to Defensible Decision: A Structured Approach to Charter Renewal Performance Review – Everardo Carvajal, Charter School Coordinator, Riverside County Office of Education; Corey Loomis, Director of Charter and Community Schools, Riverside County Office of Education; Kelly Inouye, Charter School Administrator, Riverside County Office of Education
- Charter School Financial Oversight for District, County, and Charter Governing Boards – Debi Deal, Senior Fiscal Consultant, CCAP; Jason Sitomer, Head of Strategic Accounts, Charter Impact; Raphael Guzman, Assistant Superintendent of Business Services and Chief Business Official, Inglewood USD
- Across District Lines: Renewal and Oversight Challenges for Charters In and Out of Authorizer Boundaries – Courtney de Groof, Attorney, Lozano Smith, Attorneys at Law; Amanda Eppley, Attorney, Lozano Smith, Attorneys at Law
- In the Shadow of Juneteenth: From Desegregation, to Vouchers, to the Charter School Movement – John Yeh, Partner, Burke, Williams & Sorensen, LLP
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| 10:00 AM–10:30 AM |
Break (extra time to check out) |
| 10:30 AM–11:30 AM |
Presentations Block 6 (60 minutes)
- Charter School Authorizing & Oversight 201 (CASI) – Michelle Johnson, Director, Charter Schools Office, Santa Clara County Office of Education; Deidre Walsh, Director, Office of Charter Schools, San Diego USD; Tiffany Degraffenreid, Manager, Office of Charter Schools, San Diego USD
- The Unfinished Agenda: A Discussion of Legislation and Strengthening California’s Charter Authorizing Sector: Facilitators: David Patterson, Board President, CCAP; Kelly Krag-Arnold, Director, Office of Charter Schools, Oakland USD
- Building Authorizer-Charter School Data Partnerships that Drive Student Success – Indra Ciccarelli, Director, Charter School Office, Los Angeles County Office of Education; Rene Cardona, Coordinator, Charter School Office, Los Angeles County Office of Education
- Authorizers Against Burnout: Burnout, Burn-Through, and Systems Design in Charter Authorizing – Amanda Goldman, Ed.D., Director of Innovative Schools, Sacramento City USD
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| 11:30 AM–11:45 AM |
Break |
| 11:45 AM–1:30 PM |
Lunch & Closing Plenary – sponsored by Lozano Smith, Attorneys at Law
- Presentation of CCAP Excellence in Authorizing Awards.
- 2026 Authorizing Exemplar Award – announced by 2025 recipient Deidre Walsh, Director, Office of Charter Schools, San Diego USD
- 2026 Authorizing Community Contributor Award – announced by 2025 recipient Amanda Goldman, Ed.D., Director of Innovative Schools, Sacramento City USD
- Panel Discussion: Where the Buck Stops: School Boards as Authorizers – Insights on the authorizing role of the board of education from those who serve on boards and those who advise them.
- Richard Barrera, President, San Diego Unified School Board, and Candidate for California Superintendent of Public Instruction
- Patrick O’Donnell, Chief, Governmental Relations, California School Boards Association
- Alysse Castro, Alameda County Superintendent of Schools
- Ed Sklar, Partner, Lozano Smith, Attorneys at Law
- Moderator: Dave Patterson, Ed.D., Board President, CCAP, and Trustee, Placer County Board of Education
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| 1:30 PM–1:45 PM |
Break |
| 1:45 PM–3:45 PM |
Optional Deeper Dives & Collaborations (120 minutes)
These participatory, in-depth sessions are optional but are included for conference attendees:
- Ready-to-Use Tools for Small or New Authorizers – Take a hands-on “test drive” of a range of free and customizable CCAP authorizing tools designed especially with smaller and/or newer authorizers in mind. – Led by Barbara Mandelbaum, Coordinating Consultant, CCAP; Mefula Fairley, Coordinator, District Improvement and Support, San Mateo County Office of Education
- Student-Centered Charter School Budgets: Aligning Resources with Educational Priorities – Dive into a case study to explore together how school budgets and LCAPs align, reflect stated educational missions and student-centered priorities, and can be benchmarked against those of comparable nearby charters – Kapil Mathur, Executive Director, Orange County Academy of Sciences and Arts; Debi Deal, Senior Fiscal Consultant, CCAP
- Beyond the Moratorium: Nonclassroom-Based Schools, Essential Oversight, and Innovative Models (CASI) – As authorizers face new petitions and renewals, new oversight requirements, and increased scrutiny of NCB schools, discuss rigorous petition review for NCB models; red flags to watch for in vendor relationships, attendance reporting, and related-party transactions; effective monitoring protocols that go beyond compliance checklists; financial oversight best practices specific to NCB funding determinations; and lessons learned from recent oversight failures and successful interventions – Deidre Walsh, Director, Office of Charter Schools, San Diego USD
- No Clear Answer: A Discussion of Authorizing Decisions at the Edge of the Framework – Bring your tough scenarios and questions for which current authority or guidance is not clear, and brainstorm together on strategies for now and maybe where greater clarity could be sought. Facilitator: Kelly Krag-Arnold, Director, Office of Charter Schools, Oakland USD
- Authorizer Attorneys Meeting (subject to interest) – Attorneys for authorizers are invited to continue Wednesday’s Role-alike discussion, socialize, and meet any other authorizer attorneys who were unable to attend the full conference but who can join this meeting. Facilitators: John Yeh, Partner, Burke, Williams & Sorensen, LLP; Tom Hutton, Executive Director, CCAP
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| 3:45 PM–4:00 PM |
Break |
| 4:00 PM–5:00 PM |
Social Hour for True Die-Hards |