Buyers Guide

Better than searching on the Internet. Easier to find than a business card.

Our Buyers Guide is a listing of products and services supplied by CASBO-associated businesses, organized within categories that match our 15 school business disciplines to make it easier than ever to find just what you need. We believe that how well you approach your job on a daily basis depends in part on having the best resources. If you have a budget, this is one resource that has your back!

 Roxie Womeldorf
 (866) 466-1072
Tax Deferred Solutions (TDS) is a California-based full-service plan administrator with a proven track record of providing quality services to corporations, public schools and municipalities since 1978. Throughout its long history, TDS continuously innovates to improve service and provide superior plan management, creating a wide selection of programs carefully designed to expand an employer's benefits package without increasing their workload or costs. TDS is regarded as one of the most reliable and successful plan administrators in the country, with services that include 403(b) and 457 retirement, common remittance, Section 125, benefits administration and consulting, online enrollment and education, and an employee support center.
 Michael Dodge
 (209) 595-0791
KeyAnalytics provides key professional support and information management software to enable school districts to clearly see the options, challenges and obligations of ongoing bond programs and multi-year construction programs. In addition to tracking and standardized compliant reporting of project revenue and expenditures with minimal additional staff time, KeyAnalytics also provides experienced consulting support to quickly answer district’s questions regarding the State School Building Program, developer mitigation expenditure rules, and general municipal bond rules.
 Ryan Phillips
 (585) 208-8147
U.S. OMNI is the nation’s largest independent 403(b) and 457(b) third-party administrator providing compliance, remittance and customer support services, including access to in-house legal counsel and IRS audit support. Today, OMNI services over 3,000 plans across 46 states for public school districts, municipalities and non-profit organizations.
 Gema Ptasinski
 (626) 857-7300
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused advisory, outsourcing, audit, tax, and consulting services. With more than 6,100 people, 120 U.S. locations, and a global affiliation, we promise to know you and help you.
 Anastasia Beckett
 (949) 701-2774
Metrus provides efficiency as a service to its customers, accelerating the adoption of energy efficiency measures in the built environment by removing the barrier of initial capital outlay and treating efficiency as a resource.
 Darin Ditmar
 (714) 483-1373
SchoolsFirst Federal Credit Union (FCU) is a not-for-profit, member-owned financial cooperative that has been serving the financial needs of school employees and their families since 1934. For more than 30 years, SchoolsFirst FCU has been administering retirement plans for school employees and providing comprehensive and flexible third-party administration services exclusively to school districts in the State of California. Currently, they partner with and serve more than 300 school districts and county offices.
 Jon Patterson
 (714) 505-9544
COLBI’s mission is giving facilities, fiscal and business professionals control over their capital building program. COLBI is a software and support services company that provides tools, training and support to manage a district's and public agencies' capital building program. Their software tools (Account-Ability, COLBI Docs and QualityBidders) provide seamless communication between a public agency’s facilities and fiscal departments and allows each department to work the way they need to. COLBI simplifies the complex by providing tools, training and technology, putting the owner teams in control to make informed decisions to tackle any issues before it’s too late.
 Kevin Gordon
 (916) 557-9745
California's leading advocates for public education, Capitol Advisors Group has the largest advocacy team in K-12 education. The firm engages its client school districts and county offices of education in every major fiscal and policy issue facing public schools. The team includes the best known experts in school funding, curriculum and instruction, school facilities finance, special education, student well-being, school innovation and business services.
 Charlotte Doepker
 (310) 212-0363
Keenan has partnered with California schools providing innovative insurance and financial solutions since 1972. We are the experts you can rely on when it comes to employee benefits, workers' compensation programs, property & liability, early retiree programs, construction insurance programs, and loss control services. Keenan is dedicated to meeting the needs of schools and directly supporting our communities. Find out how we can help your district provide valued benefits for your staff and keep your campuses safe - all while putting money back in the classroom.
 Art Perez
 (909) 980-5512
Retirement Plan Services: Voya Financial® is one of the nation’s leading providers of 403(b), 457 and 401(a) defined contribution plans for the education community and was named one of the World’s Most Ethical Companies® for 2014, 2015, 2016, 2017, 2018 and 2019 by the Ethisphere Institute.

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