Strategic Alliance Partners


As experts in employer benefit solutions, our salaried account managers deliver year-round support, help employers overcome benefit administrative challenges, and always offer a different perspective – a different opinion.

We strive to help education professionals succeed in benefits management. Visit our blog for helpful insights about employee benefits.

With 60 years of focus on the education community, our understanding into the needs and challenges facing your benefit program drives us to design effective solutions tailored for an easy benefit administration.

Ready for a different opinion? Contact us today!

Chris Cuevas
Regional Manager
3649 W. Beechwood Avenue, Ste. 103
Fresno, CA 93711
(559) 230-2107 ext. 329

ADMINISTRATIVE SOFTWARE: Data Analytics, Inventory Management, Human Capital Management, and ERP

Frontline Education is a leading provider of school administration software, connecting solutions for student and special programs, business operations and human capital management with powerful analytics to empower educators. The analytics and data visualization suite is a comprehensive tool that provides real-time data for everything from prioritization of resources and identifying current-year financial resources to how to make timely, equitable decisions aligned to district goals and how to identify and designate highly effective teachers. Frontline partners with over 10,000 clients to deliver tools, data and insights purpose-built for K-12 that support greater efficiency and productivity, enabling school leaders to spend more time on strategic initiatives that impact student success and district excellence.

Josh Rader
Sales Director
2135 CityGate Lane, Suite 420
Naperville, IL 60563
(630) 955-7602

CASBO Premier Plus Partners

FACILITIES: Energy Efficiency Projects and Proposition 39

Led by a highly credentialed team with more than 300 years of combined industry experience, Climatec helps public agencies find general fund relief through renewed infrastructure and funding solutions. The firm has delivered thousands of successful energy efficiency programs to a loyal base of repeat public-sector clients using a customer-centric approach that has forged an unmatched track record of implementation success and savings performance. Climatec’s formula is based on transparency and vendor neutrality that empowers customers with options for upgrading to smarter, safer and more efficient facilities, providing immediate relief to their general funds and securing long-lasting economic development, revenue growth, community engagement and stakeholder benefits.

Ashley Cascio
Director Energy Services
2150 Towne Centre Place, Suite 200
Anaheim, CA 92805
(602) 400-2859

FACILITIES/FINANCE/CONSULTING: K-14 Construction Program Management Software Solutions & Support

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 school district’s capital building program. Their software tools (Account-Ability, QualityBidders, and COLBI Docs) provide seamless communication between a public agency’s facilities and fiscal departments and allows each department to work the way they need to. COLBI mirrors the district processes, internal controls and account-code string for easy reconciliation with the district’s financial system. Their software solution tools act as a front-end filter to show you how each decision affects your budget, contract, PO and project before ever hitting the fiscal system. This puts the owner teams in control to make informed decisions to tackle any issues before it’s too late. COLBI has established a solid reputation for strong internal financial controls, training and informed decision making to manage large capital building programs without adding district staff. From small programs to large ones, COLBI simplifies the complex by providing tools, training and technology to work the way school districts function.

Jon Patterson
Director of Sales and Marketing
13891 Newport Avenue, Ste. 150
Tustin, CA 92780
(714) 505-9544 (office)
(951) 377-4266 (cell)

FACILITIES/FINANCE/HR: District Budget Review, Interim Reports, Fiscal Analysis, Budget Support, Systemic Improvement

EH&A specializes in facility planning, financial assistance, and HR services. We are former district employees, otherwise known as “school people helping school people”. This includes budget analysis, classification & compensation studies, long range facilities master plans, architect and professional services consultant selection, real property advice, site analysis/property acquisition services, and demographic services including classroom & school site enrollment capacity analysis. We are experts in funding and helping district participate in the State School Facility Program.

Khary Knowles M. Arch., M.Ed., Vice President of Client Solutions
(760) 602-9352 office
(619) 322-3357 cell

FACILITIES: Energy Efficiency, Building and Energy Infrastructure, Renewable Energy Technologies, Water Conservation, Natural Resources Stewardship, STEM Education, Full-Service Energy Storage Provider

ENGIE North America is the only company that delivers comprehensive, integrated services across the entire energy value chain, making it a preferred provider to school districts, public sector organizations and other social infrastructure entities. ENGIE’s business strategy focuses on delivering safe, reliable, cost-effective and sustainable energy solutions that meet customer needs over the long term and contribute to a carbon-neutral economy.

Suzanne Gentilini
Senior Manager, Business Development
ENGIE Services U.S.
(714) 785-3025

EMPLOYEE BENEFITS/INSURANCE: Insurance and Financial Services

Horace Mann offers a variety of products and services designed with educators in mind, including financial wellness education workshops on student loan debt relief, using DonorsChoose for classroom funding, understanding your retirement system benefits and more. They also provide insurance products that offer various discounts and unique benefits for educators, including auto, life, renters/homeowners and supplemental insurance, as well as retirement solutions and flexible benefit plan services. They also offer convenient payroll services to help make paying certain premiums easier.

Keith Jorgensen
Educator Programs & Partnerships Consultant
#1 Horace Mann Plaza
Springfield, IL  62715

INSURANCE SOLUTIONS: Risk Management and Employee Benefits Specialists

Keenan was founded in 1972 and is part of the Accretive Insurance Solutions family of companies. We have a 50-year track record of serving schools, community colleges, health care organizations, and public agencies. Keenan provides innovative employee benefits, health benefits management, workers’ compensation, risk management, and property and liability programs throughout the country. For more information, call 800-654-8102 or 310-212-3344, email or visit

Brad Keenan, Vice President


Jeffrey Mizokawa, Vice President

FACILITIES: Facility Consultants, Facility Financial Advisors, School Facility Planners (SFP) and Facility Compliance Services

California Financial Services (CFS) is a full-service municipal financial advisor and facility planning firm. The KeyAnalytics division helps school districts with project expenditure tracking and COC reporting, bond and state compliance/reporting, state SFP grant applications, developer fees/mitigation, and CFD formation and administration. KeyAnalytics’ mix of experienced professionals from the private and public sector means that they understand the school facility world from the perspective of the facility planner, the CBO, the superintendent and the board.

Michael Dodge, Senior Vice President
1420 Michele Way
Escalon, CA 95320-9570
(209) 595-0791

Northern California:
(916) 780-7800 (Patty Paulsen)

Central California:
(209) 595-0791 (Michael Dodge)

Southern California:
(949) 282-1077

EDUCATIONAL MATERIALS/INSTRUCTION: Copy, Print, Furniture, Professional Development, Technology

Previously Office Depot Business Solutions Division, ODP Business Solutions™ is now more flexible and more innovative in how we focus on businesses while bringing nearly 30 years of knowledge and experience. From K-12 schools to Higher Ed, we offer solutions and services that empower staff and students for lasting success.  And, Supplier Diversity helps us identify and deliver innovative, quality products and services across all business channels. It provides support for local, small, diverse, disadvantaged businesses; creates an environment for innovation; opens new markets; and drives competition.

Sandy McGee
Sales Support | Office Depot, Inc.
Tel: 510.497.5567

BUSINESS AND FINANCIAL SERVICES: TPA, 403(b), 457(b), 401(a), 3121 Plan Services, Financial Planning, Retirement Advisors

SchoolsFirst Plan Administration 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 since 1982.  We currently partner with and serve over 340 school districts, including eight County Offices of Education throughout California. We offer and administer pre- and post-tax 403(b) and 457(b) plans, as well as  401(a) and 3121 FICA Alternative Plans. SchoolsFirst Federal Credit Union is a not-for-profit, Member owned, financial cooperative serving school employees and their families since 1934.

We believe in…”building the future for those who build the future”.

Darin Ditmar
TPA Relationship Specialist
15222 Del Amo Avenue
Tustin, CA 92780
(800) 462-8328, ext. 8371

Daniel Christofferson
TPA Relationship Specialist
15222 Del Amo Avenue
Tustin, CA 92780
(800) 462-8328, ext. 8688


With California offices in Los Angeles and San Francisco, STIFEL is the No. 1 underwriter, by par amount and number of issues, of K-12 school district bonds in California and the U.S. (Thomson Reuters for the time period 2016 through 2020). Stifel’s public finance professionals specialize in helping school districts raise capital to build and maintain essential infrastructure using general obligation (GO) bonds, certificates of participation (COPs) and special tax bonds (CFDs). Having the largest and most experienced municipal banking and underwriting group in California, Stifel works with school districts to develop and implement financing strategies that allow them to operate and optimize the important work they do.

Erica Gonzalez
Managing Director
One Montgomery Street, Suite 3500
San Francisco, CA 94104
(415) 364-6841

CASBO Premier Partners

PURCHASING: Cooperative Contracts/Procurement

1Government Procurement Alliance (1GPA), is a non-profit national governmental purchasing cooperative which allows public agencies to take advantage of existing contracts to purchase the goods and services they need from local and national vendors.  We provide contracts for a broad range of commodities and services that are available to the Cooperative eligible members through a government purchasing cooperative or Interlocal agreement. All of our contracts are competitively procured and awarded in compliance with state statutes, procurement laws and regulations.

Our agency is dedicated to negotiating the best contracts with the best firms locally or nationally to ensure our members receive quality products and services at the best price. We service our members by providing in-house knowledge of public procurement practices in conjunction with quality business practices to mainstream the purchasing process for large and complex solicitations that can take up to 6 to 12 months for our members on their own.

We pride our firm on our commitment to compliance, innovation, and collaboration.

Jill Boyle
National Marketing Director
1910 W. Washington St.
Phoenix, AZ 85009


Founded in 1955, AIG Retirement Services provides financial planning and retirement services for nearly two million people in public K-12, higher education, healthcare, government and other not-for-profit institutions. AIG is here to help you set your financial goals, stay on track and achieve the future you envision.

CASBO is not a client of an AIG Retirement Services; CASBO receives compensation in the amount of $15,000 annually to offset expenses related to the partnership program.
The compensation creates an incentive for CASBO to have AIG Retirement Services as a sponsor instead of other entities for which CASBO does not receive compensation.

Keith Poch
Regional Vice President, Western Region
2901 Douglas Boulevard, Suite 150
Roseville, CA 95661
(916) 780-6014


Amazon Business for Education combines the selection, convenience and value customers have come to know and love from Amazon, coupled with features tailored to the needs of educational institutions to drive compliance and increase visibility. Amazon Business provides simplified access to hundreds of millions of products and suppliers including business-only pricing, cost saving quote and bulk ordering tools, Business Prime benefits for all users, approval workflows to balance staff empowerment with purchasing controls, purchasing system integrations, payment solutions, dedicated customer support and more. Learn more at

Amazon Business for Education, California Team

FACILITY MANAGEMENT/COMPUTER SOFTWARE: Cloud-Based Operations Management Software

The global leader in intelligent asset management solutions, Brightly’s sophisticated cloud-based platform leverages more than 20 years of data to deliver predictive insights that help users through key phases of the entire asset lifecycle. More than 12,000 clients worldwide depend on their complete suite of intuitive software. Paired with award-winning training, support and consulting services, Brightly helps light the way to a bright future with smarter assets and sustainable communities.

Amanda Fletcher
Senior Event Manager
11000 Regency Parkway, Suite 110
Cary, NC 27518
(919) 616-8716

INSURANCE SERVICES: Health Care Benefits

The California Schools Voluntary Employees Benefits Association (VEBA) was started in 1993 through the combined efforts of school superintendents and representatives of both the California Teachers Association and the California School Employees Association. VEBA provides health care benefits for education, municipal and public agency employees that are effective, affordable and of the highest quality and value.

Heather Simonson
VEBA Ombudsman
1843 Hotel Circle S., Suite 300
San Diego, CA 92108
(619) 616-1556

CONSULTING SERVICES: School Business and Education Finance, Governmental Relations

With considerable experience, expertise and connections to key decision-makers in California and Washington, D.C., Capitol Advisors Group provides services to local education agencies, statewide associations and private-sector companies, including government relations, school finance consulting, and strategic consulting and public relations. Experts in school business and education finance, they serve as an important resource to school business professionals to provide an independent perspective of, and help with, the complexity and dilemmas that accompany the daily work of school business.

Barrett Snider
925 L Street, Suite 1200
Sacramento, CA 95814
(916) 557-9745


CDW Government LLC (CDW-G) is a leading multi-brand technology solutions provider to education, business, government and healthcare organizations in the U.S., United Kingdom and Canada. Education has seen a dramatic shift in recent decades, and CDW-G is proud of its role in reshaping education through technology. CDW-G’s team — which includes many former K–12 teachers and administrators — has spent more than 30 years helping schools and districts use the latest and greatest solutions to drive student engagement and learning outcomes. Whether it’s configuring and deploying one-to-one devices, modernizing networking infrastructure to power classroom mobility, or designing a cloud-based disaster recovery plan, CDW-G goes above and beyond to support its customers.

Angela Gadient
Field Sales Manager
101 N. Brand Boulevard, Suite 550
Glendale, CA 90203
(866) 836-5631

INDEPENDENT AUDITS:  K-12 Districts, Bonds, Facilities Grants, Charters, and Forensic

Christy White’s Certified Public Accountants provide exceptional audit and consulting services for peace of mind, fiscal accountability, and constituent transparency.  LEAs are our single core business.  We are your school finance and audit experts.  Let us help you establish excellent internal controls, build compliance, prevent and detect fraud, implement new accounting requirements and achieve business efficiencies.  We love helping the business of education and look forward to working with you!

Christy White, CPA
348 Olive Street
San Diego, CA 92103
(877) 220-7229


As one of California’s leading financial advisors to K-14 districts, Dale Scott & Company (DS&C) seeks to improve public education and strengthen communities by helping school districts get the funding they need for success. Working side-by-side with districts, DS&C draws on forward-thinking strategies based on innovative, yet practical, solutions that positively impact communities and their schools for years into the future.

Dale Scott
548 Market Street, Suite 44410
San Francisco, CA 94104
(415) 956-1030

Mark Farrell
Senior Financial Advisor
1600 Rosecrans Avenue
Building 7, 4th Floor
Manhattan Beach, CA 90266

(415) 956-1030


For over 40 years, Dannis Woliver Kelley (DWK) has devoted its entire practice to serving public school districts, county offices of education and other educational organizations. From bond finance to business and technology, construction to litigation, board ethics to students’ rights, collective bargaining to charter oversight, DWK provides outstanding legal representation and preventive and practical counsel on key issues surrounding your core mission — the education of students.

Janet Mueller, Shareholder
750 B Street, Suite 2600
San Diego, CA 92101
(619) 595-0202

TECHNOLOGY: Records Retention

EdFiles firmly believes that permanent personnel, student and administrative files that are vital for educators to serve their students, employees and communities must be preserved and backed up, conveniently and securely accessible electronically and, lastly, available to institutions of all sizes and budgets. EdFiles facilitates the permanent retention and exchange of organized and secured educational records … not paper!

Tricia McDermott
Customer Success Team Lead
261 E. Imperial Highway #550
Fullerton, CA 92835
(855) 5Ed-File or (657) 217-3260

EMPLOYEE BENEFITS/INSURANCE: Retirement Planning and Life Insurance

The key to a comfortable retirement starts with you! At Equitable Financial, we understand the challenges that come with retirement planning, and are committed to helping you through every stage of life. Whether you are beginning your career, changing jobs, or nearing retirement, you can count on us to help reach your savings goals.

We have the experience to help make an impact on your financial future. With Equitable Financial, you’re not just investing in a 403(b); you’re working with a company with a background of generations in the financial services industry.

Kelsey McCarthy
Strategic Relationship Manager, California
Assistant Agency Manager, No. California/Hawaii
275 Battery Street, Suite 700
San Francisco, CA 94111
(415) 276-2216


Fagen Friedman & Fulfrost LLP represents nearly 400 of California’s educational institutions and related agencies. From bargaining to business and facilities, F3 provides full legal services. Districts across California rely on this recognized leader in real property, energy and education technology. For legal updates, please subscribe to F3’s NewsFlash.

Peter Fagen
6300 Wilshire Blvd.
Los Angeles, CA 90048
(323) 330-6300


For more than 35 years, Lozano Smith has been recognized as a preeminent leader serving hundreds of K-12 school districts throughout California. The firm’s unmatched culture continues to foster innovative and tailored legal services in every area of education law, including: charter schools, facilities and business, governance, investigations, labor and employment, litigation, public finance, public safety, special education, student services, technology, and Title IX. Lozano Smith’s eight offices throughout California provide clients with local and statewide expertise, ultimately giving clients the accessibility they deserve

Harold Freiman
2001 North Main Street, Suite 500
Walnut Creek, CA 94596
(925) 953-1620

MeTEOR EDUCATION™: Methods, Tools, Environments + Relationships

Founded on relationships built through discovering the current needs of today’s learner, MeTEOR Education brings together best practices in educational services, innovative tools for measuring student engagement, best-in-class learning spaces, and research-driven design for optimal support and enhanced experiences.

Patrick Horne
Managing Director, California
1318 E. Shaw Avenue, Suite 415
Fresno, CA 93710
(800) 699-7516 (office)
(406) 926-1198 (cell)


Piper Sandler & Co. (formerly Piper Jaffray) is a leading financial services firm for California school and community college districts. Their expertise in financing options such as general obligation bonds, certificates of participation, community facility district bonds, interim/bridge financing and short-term notes (TRANS/BANs) can assist your district in reaching its financial goals. A proud partner with CSBA California Cash Reserve Program TRAN pool financing, Piper Sandler has one of the largest and most experienced teams of dedicated education finance professionals in California and takes pride in creating and implementing superior financial solutions for their clients.

Mark Adler
Managing Director
Public Finance Investment Banking
(310) 297-6010

PUBLIC WORKS / EDUCATION / CONSTRUCTION: A – Z Procurement Software for School Districts

PlanetBids is an award-winning “Software as a Service” (SaaS) company offering a modular suite of innovative and best-in-class digital solutions to help procurement teams streamline traditionally time-consuming bid management practices. With 22+ years of industry knowledge, experience and service, PlanetBids is recognized as the leading purveyor of web-based Procurement solutions that are easy-to-use, configurable, reliable and secure. The company’s proprietary PB System™, designed, developed and serviced in California, offers all key procurement modules of choice: Vendor, Bid, Contract, Prequalification, Project Evaluation and Insurance Certificate Management, Emergency Operations and Bid Spec Library. PlanetBids’ highly trained and knowledgeable staff, many of them former procurement professionals, is continuously enhancing the PB System™ with added features helping users save time and better communicate with the vendor community.

Alan Zavian
CEO / Co-Founder
13263 Ventura Blvd.
Studio City, CA 91604
(818) 992-1771 ext. 110


Raymond James is consistently among the leading K-12 municipal bond underwriters in California and the nation. Its seven-member California Education Finance team brings experience, professionalism and integrity to financing K-12 school bond programs and prides itself on providing creative solutions, top-notch service and low borrowing costs, supporting its clients’ efforts to act as true stewards of taxpayer dollars. Raymond James’ extensive distribution network of 7,500 financial advisors in the U.S., Canada and overseas translates to low cost bond financings for California K-12 school districts and their taxpayers. Raymond James is proud to be the No. 1 underwriter of negotiated California K-12 school district general obligation bonds over the last four years.*

*Ranking source: Bloomberg; based on total par amount and number of issues (2018-2021).

John R. Baracy
Managing Director
10250 Constellation Boulevard, Suite 850
Los Angeles, CA 90067
(424) 303-6406

– OR –

Randy Merritt
Managing Director
209 Avenida Del Mar, Suite 207
San Clemente, CA 92672
(949) 485-5903


ReLiEF is a non-profit, member-owned-and-operated California joint powers authority (JPA), serving public schools since 1986. ReLiEF currently serves 450 local education agencies, representing in excess of 2 million average daily attendance and $65 billion in total insured values.

Leslie Delozier
Assistant JPA Manager
P.O. Box 4328
Torrance, CA 90510
(310) 212-3344

CONSULTANTS: Mandates (Risk Management) and Attendance Management

Since 2003, School Innovations & Achievement (SI&A) has been the back-office facilitator for most of California’s school districts and county offices of education, ensuring fiduciary responsibility to mitigate risks associated with the mandate program. Today SIA’s signature product, Attention2Attendance®, has created a new standard as the foundation program of The Achievement Initiative: closing the achievement gap for all ethnicities, raising graduation rates and lowering dropout rates. SI&A’s award-winning technology and service products are helping districts create a culture of success. Join the movement!

Erica Peterson
National Educational Manager
5200 Golden Foothill Pkwy.
El Dorado Hills, CA 95762
(916) 669-5131

CONSULTANTS/LOBBYISTS: Management Consulting, Governmental Relations, Collective Bargaining Support, Accounting, Finance, Facilities, Human Resources

School Services of California, Inc., (SSC), founded in 1975, is the premier business, management and governmental relations resource for school agencies in California. SSC’s consultants are recognized experts in school finance, management and education policy.

John Gray
1121 L Street, Suite 1060
Sacramento, CA 95814
(916) 446-7517

FACILITIES: Energy Efficiency and Facility Solutions, Building and Energy Infrastructure and Planning, Renewable Energy Technologies, Energy Storage, Water Conservation, Project Financing

SitelogIQ is a leading independent U.S. energy efficiency and facility solutions company operating in California since 1987. We are a national provider of energy efficiency and master facility planning solutions, offering the full range of design engineering, construction, management, energy, and lighting solutions. We’re focused on partnering with our customers to address their facility needs and help them improve the health and safety of their building environments, while also making them more energy efficient and sustainable. We’re incredibly proud of the work we do and the impact it has to people, our planet, and facility performance.

Maram Finnell
Senior Manager Marketing

EDUCATION MATERIALS/INSTRUCTION: Furniture, Instructional, Janitorial & Paper

Southwest School & Office Supply is the largest privately held school supplier in California, offering next-day delivery with employee drivers, online ordering, blanket purchase-order controls, experienced sales consultants and local customer service personnel.

Aja Stickler
VP of Sales & Operations
3790 De Forest Circle
Jurupa Valley, CA  91752
(909) 980-7777


As America’s largest manufacturer and supplier of furniture and equipment for K-12 schools, Virco continues to give customers the unparalleled advantages of working with an experienced U.S. manufacturer. Visit their facility in Torrance, California!

Josh Nachlinger
Regional Sales Manager, Pacific Coast Region
2027 Harpers Way
Torrance, CA 90501
(951) 331-8609