My board training and workshops for charter schools are consistently described by participants as highly informative, enlightening and fun. (I have a wicked sense of humor and I’m not afraid to use it). Not only do people usually have a good time learning from me, my client boards take away benefits such as:
Confidence in knowing where the lane lines are between governance and management
Broadened horizons on the depth and width of school management’s responsibilities (as a result of my actually having been a school leader; translation: no ivory tower nonsense)
Improved board-executive director relationships
Knowing how to prepare for and run board meetings that are better organized, maximally productive, shorter, and able to be managed with civility
Ease in producing professional agendas and minutes
DIY on-boarding of new board members
Enhanced financial stewardship by knowing the right questions to ask
Peace of mind from knowing how to reduce your school’s exposure to fraud, waste, and abuse risks
A broader awareness of what’s necessary for oversight of risk management
But no need to take my word for it. I have pages and pages of client testimonials that I include in every proposal I send.
Who says charter school board training can’t be fun?
Expertise I Offer to Charter Schools, Associations, Attorneys, & Authorizers
board retreats
board evaluations
conference presentations
risk assessment
school leader performance evaluations
strategic planning
advise boards & school leaders
expert witness and consultations for charter school attorneys
school performance assessments
school fraud investigations
HR related workplace investigations
monitor monthly financial performance for boards
To learn more, schedule a free Zoom meeting using my calendar below.
Schedule a no-obligation Zoom meeting with me
Just click the illustration to the left and fill in the info. The rest is fully automated.
Free: Follow the Money! It’s Not Financial Oversight if the Board Isn’t Looking
In addition to being a former school leader, I’m also a Certified Fraud Examiner (that’s what the CFE behind my name stands for). I use this specialized knowledge of forensic accounting and fraud examination to help schools deter fraud, and detect it if it occurs. In the monograph pictured to the right, you will find information on fraud prevention and detection written especially for charter school boards. It’s yours free when you subscribe to my list.
My Books
Interested in learning more about charter school governance, strategic planning, and systematic risk management? Why not learn directly from the guy who wrote the most widely used books in the charter school space?
Click the image to see my books on Amazon.
Intentional Impact Series Launched!
In August 2025, I launched a new, inexpensive board development series with an 8,000 word booklet titled, “Behold, the Lane Lines! The CHAMPS Model: The Six Key Distinctions Between Charter School Governance and Management.” This is a Kindle type publication available on Amazon for $2.99. This is the first time I’ve ever fully explained my CHAMPS Model in print.
The next booklet should be ready around October. It will explain the five most common board-executive “collisions” I see, as well as seven “collision avoidance practices.” (Anyone on my subscriber list will receive email notification when it is released.)
My TEDx Talk: Advice We Give to Boards That is Almost Useful
In April 2025, the Charter Institute at Erskine invited me to present at its inaugural TEDx event. Click the image to watch it free.
Nothing Like FREE Micro-Training Videos!
If you’re looking for micro-training content to use in board meetings, my YouTube videos are perfect because they’re short, free, and highly relevant. And, each video has its own high quality handout.
