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!

 Tiffany W. Apple
 Email
 (866) 891-9138 x121
 Website
KEV Group’s School Cash is a cloud-based solution designed to track every dollar flowing through schools. It is the only software available that fully integrates online payments, fee management, lunch payments, digital forms, and school-level accounting. The system ensures that schools and districts have the most secure and efficient management of their school activity funds possible. We set out to give precious time back to administrators, and the result was a comprehensive software suite.
 Charlotte Doepker
 Email
 (310) 212-0363
 Website
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.
 Erica Gonzalez
 Email
 (415) 364-6841
 Website
Stifel, Nicolaus & Company, Incorporated (“Stifel,” pronounced STEE-FUHL) is the leading underwriter of California and National K-12 school district bonds. We assist local districts in financing school facilities and technology improvements. We give back to communities we serve by providing scholarships to graduating high school seniors through Stifel's Fabric of Society essay competition and by supporting school-related foundations and functions with charitable contributions.
 Gema Ptasinski
 Email
 (626) 857-7300
 Website
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.
 Michael Dodge
 Email
 (209) 595-0791
 Website
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.
 Art Perez
 Email
 (909) 980-5512
 Website
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.
 Darin Ditmar
 Email
 (714) 483-1373
 Website
For more than 30 years, SchoolsFirst 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. We currently partner with and serve over 300 school districts and County Offices throughout California. We offer and administer 403(b), 457(b), Roth 403(b), 401(a), and 3121 FICA Alternative Plans. SchoolsFirst Federal Credit Union is a not-for-profit, Member owned, financial cooperative that has been serving the financial needs of school employees and their families since 1934.
 Anastasia Beckett
 Email
 (949) 701-2774
 Website
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.
 Kevin Gordon
 Email
 (916) 557-9745
 Website
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.
 Randy Merritt
 Email
 (949) 485-5903
 Website
Through sophisticated investment banking services and exceptional client service, we are committed to help build the future of education in California. Backed by the strength of a top national underwriter, we’re a recognized leader in California K-12 education financing. Let us put our experienced local team and deep resources to work for you. RAYMOND JAMES UNDERWRITES THE FOLLOWING FOR CALIFORNIA K-12 SCHOOL DISTRICTS: • General Obligation Bonds • Certificates of Participation • Refunding Bonds • Tax-Secured Financing • Taxable Bonds