December 1, 2025

Board Meeting Recap

Our October Board Meeting reflected everything that makes CASBO strong — sound stewardship, forward-thinking strategy, and a deep commitment to serving our members.

We’re proud to share that CASBO received a clean opinion on our annual audit, confirming what we already know: our finances are solid and our practices are strong. Thanks to careful planning and sound management, we’re in an excellent position to keep investing in the programs and services that support you — our members.

Our Governmental Relations team and Legislative Committee delivered an impressive update on this year’s advocacy work. Together, they built a policy platform that took 41 positions on legislative bills — and the results speak for themselves. Of the 24 bills we opposed, none became law, and seven of the bills we supported were signed. It’s a powerful reminder of CASBO’s growing influence and credibility in shaping education policy across California.

Section Directors also shared exciting updates from their regions, showing growth in participation and strong fall events that offered great learning and networking opportunities. Members shared lots of positive feedback — and some helpful lessons to make next year’s events even better!   We also heard how meaningful it’s been to attend college career fairs and talk with students about careers in school business — inspiring the next generation to join our profession.

Participation in statewide professional development programs continues to climb — from CBO Symposium to fall section events — reflecting the high value our members place on lifelong learning. And with the launch of a newsletter targeting our Associate Members, our marketing team is expanding communication and visibility for our AMC partners.

CASBO is taking new steps to support our largest districts through a concierge approach, designed to personalize their member experience, and exploring ways to strengthen workforce development through curated content that helps build key skills for future leaders.

We’re also excited to share that CASBO received a grant to develop a CBO Coaching Program designed to empower current and aspiring leaders. The program is slated for launch in September 2026, marking a significant step forward in CASBO’s commitment to leadership development.

Finally, the Board explored the next frontier of AI’s evolution from assistants to true partners. CASBO is exploring how personalized learning paths and adaptive coaching can help members grow right alongside this new technology.

CASBO’s financial health, member engagement, and innovative mindset are stronger than ever — and we can’t wait to keep building on this momentum together as we remain the foremost authority on school business.

Board Meeting Actions, Discussions and Reports

During the regular board meeting session the board discussed items on the agenda and ratified reports including;

  • Approval of 2024-25 Audit Report
  • 2026-27 Presidential Appointments
  • Discussion on the Sky Joyner award process
  • San Diego/Imperial Section State Director Resignation

August 20, 2025

Leadership in Action: June Retreat & Board Meeting Recap

Each June, CASBO’s leadership team gathers to reconnect, align, and chart the path forward following our Annual Conference. This year’s retreat was hosted at Silverado Resort in Napa and selected by President Aaron Heinz. It provided space to focus on what matters most: purposeful communication, collaborative leadership, and bold action.

Our retreat theme centered on alignment, ensuring our messaging, mindset, and mission all move in the same direction. With facilitation from Adele Gambardella, co-author of Convince Me, we explored the tools of strategic messaging, forensic listening, and high-impact communication. The session left us energized and united in our ability to champion CASBO’s mission clearly and confidently.

At Saturday’s Board Meeting, our Governmental Relations team presented a powerful update on how CASBO is shaping state education policy. From testifying on key bills to leading advocacy coalitions, their work continues to make CASBO a recognized, respected force in school business and legislation.

We also celebrated highlights from our Section Directors, whose leadership is growing membership and energizing local engagement across California. Their work is a reminder of how powerful our regional connections can be.

But we cannot do it without you. CASBO thrives because of members like you who volunteer, lead, and participate. Whether it is joining a committee, mentoring a colleague, or attending events, your engagement strengthens our collective impact. If you have been waiting to get involved, now is the time.

The board also reviewed CASBO’s strong financial health and renewed our commitment to delivering high-quality professional development in areas critical to school operations: Payroll, Purchasing, Special Education, Auditing, Transportation, Mentorship, and more.

Key Board Actions:

  • Approved the 2025–26 Budget
  • Approved and accepted the 2023–24 Form 990s
  • Ratified board and committee appointments for 2025–26
  • Reviewed marketing highlights (presented by Tatia Davenport)
  • Engaged in a leadership session with Tracy Petrillo

Thank you for your continued support of CASBO. Together, we are building stronger schools and a stronger future for students across California.

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