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 below.
Schedule a no-obligation Zoom call with me!
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FREE Training Publication!
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 my 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.” It is available as a Kindle book on Amazon for $2.99, and as audiobook directly from me for $5.00. This is the first time I’ve ever published an complete explanation of my CHAMPS Model (formerly called the I HOPE Model.)
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.
BoardWiser Volume 1, only $120
Before podcasts became main stream like they are now, I had the idea of recording short audio clips that charter school boards could simply play as a kind of micro-training. At the time, I produced these as CDs (which necessitated charging more), but now, of course, they can simply be downloaded.
For only $120, BoardWiser Volume I includes 12 clips of six to seven minutes each of me explaining board governance basics. And each audio clip comes with a corresponding one-page PDF (front and back) with the same content. Just pace the PDF in your board packet, and push play during your board meeting. Ongoing board development couldn’t be any easier, and, at only $10 per segment, it doesn’t get much cheaper.
Yep, I’m YouTube
(But you probably already knew that.)
About Me
When I dropped out of high school in 1977 and joined the Marine Corps, neither I nor any of my friends and family could have imagined that my life's trajectory would ultimately take a 180. In retrospect, it does indeed seem an unlikely path that I became a school leader over 35 years ago, earned a PhD in Education, and later became a Certified Fraud Examiner (CFE). I give God the glory.
For over 20 years, l've been using my experiences and qualifications to help other charter school leaders and board members build sustainable schools that prepare kids to be successful, both as individuals and as citizens of a free society.