Strategic Alliance Partners

EMPLOYEE BENEFITS/INSURANCE

American Fidelity provides employer cost-savings solutions and supplemental insurance benefits to the education community. Acting as an extension of your human resources department, they educate, enroll and support the development of robust, competitive insurance packages while ensuring seamless administration and employee satisfaction. As experts in employer benefit solutions, their salaried account managers deliver year-round support, help employers overcome benefit administrative challenges and always offer a different perspective — a different opinion. They strive to help education professionals succeed in benefits management. With more than 60 years of focus on the education community, their understanding into the needs and challenges facing your benefit program drives them to design effective solutions tailored for an easy benefit administration. For insights about employee benefits, read their solutions blog.

Chris Cuevas
Regional Director
3649 W. Beechwood Avenue, Ste. 103
Fresno, CA 93711
(559) 230-2107 ext. 329
chris.cuevas@americanfidelity.com

TECHNOLOGY/COMMUNICATIONS: Data Analytics for Schools

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
jrader@frontlineed.com

CASBO Premier Plus Partners

INSURANCE SOLUTIONS: Risk Management and Employee Benefits Specialists

Founded in 1972, Keenan joined the AssuredPartners family of companies in 2017, becoming AP Keenan. AP Keenan has a 49-year track record of serving schools, community colleges, health care organizations and public agencies. As part of the AssuredPartners group of independent brokers, currently ranked as the 11th largest in the U.S., AP Keenan provides innovative employee benefits, health benefits management, workers’ compensation, risk management, and property and liability programs throughout the country.

John Scatterday
Senior Vice President
1111 Broadway, Suite 2000
Oakland, CA 94607
(510) 986-6750
jscatterday@keenan.com

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
acascio@climatec.com

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
12841 Newport Avenue
Tustin, CA 92780
(714) 505-9544 (office)
(951) 377-4266 (cell)
jpatterson@colbitech.com

FACILITIES: Energy Efficiency, Building and Energy Infrastructure, Renewable Energy Technologies, Water Conservation, Natural Resources Stewardship, Prop. 39 and 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
Suzanne.Gentilini@engie.com

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.

James Yale
Vice President, Industry Relations
1 Horace Mann Plaza
Springfield, IL 62715
(217) 788-5182
jim.yale@horacemann.com

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
mdodge@calschools.com

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

Committed to Learning integrates Office DEPOT’s education-focused contract division with a wealth of best-in-class partners across the instructional ecosystem of people, classrooms, content, data and materials, personalizing the learning journey.

Kellye Crane
Regional Sales Administrator, Public Sector Northern California
6700 Auto Mall Parkway
Fremont, CA 94538
Office: (510) 497-5554
Cell: (510) 241-9080
kellye.crane@officedepot.com

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

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 (TPA) services exclusively to school districts in the State of California. Currently, they partner with and serve more than 300 school districts and county offices.

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

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

FACILITIES/FINANCIAL SERVICES/PUBLIC FINANCE/UNDERWRITING: GO Bonds, COPs/Leases, CFDs, Refinancing/Refunding/Restructuring Bonds

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
egonzalez@stifel.com

CASBO Premier Partners

AIG Retirement Services is a paid sponsor of CASBO and any display or description of AIG’s logo, company name and services is not an endorsement of CASBO products or services.
BUSINESS AND FINANCIAL SERVICES: Financial Planning

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.

AIG Retirement Services has made a payment to CASBO for its participation as a Premier Partner.

Keith Poch
Regional Vice President, Western Region
2901 Douglas Boulevard, Suite 150
Roseville, CA 95661
(916) 780-6014
keith.poch@aig.com

PURCHASING

Amazon Business combines the selection, convenience and value customers have come to know and love from Amazon, with new features and unique benefits tailored to the needs of educational institutions. Amazon Business provides easy access to hundreds of millions of products and a variety of benefits, including business-only pricing and selection, single- or multi-user business accounts, Business Prime, approval workflow, purchasing system integrations, payment solutions, tax exemptions, dedicated customer support and more. Register for your free account using the link above, or learn more at www.amazonbusiness blog.com.

Justin Sluyter
Head of K-12
sluyter@amazon.com

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
amanda.fletcher@brightlysoftware.com

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
heather_simonson@ajg.com

TECHNOLOGY/FACILITIES/RISK MANAGEMENT

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
angela@cdwg.com

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
Partner
925 L Street, Suite 1200
Sacramento, CA 95814
(916) 557-9745
barrett@capitoladvisors.org

INDEPENDENT AUDITS: LEAs, Bonds, Charters and Investigative

Christy White, Inc.’s exceptional audit and assurance services provide the peace of mind that you demand, and the fiscal accountability and transparency that your agency’s constituents expect. Audits are Christy White’s core business!

Christy White, CPA
President
348 Olive Street
San Diego, CA 92103
(877) 220-7229
cwhite@christywhite.com

BONDS/BUSINESS, CONSULTING AND FINANCIAL SERVICES

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
President
548 Market Street, Suite 44410
San Francisco, CA 94104
(415) 956-1030
casbo@dalescott.com

Mark Farrell
Senior Financial Advisor
548 Market Street, Suite 44410
San Francisco, CA 94104
(415) 956-1030
casbo@dalescott.com

LEGAL SERVICES: Education Law

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
jmueller@dwkesq.com

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
info@edfiles.com
(855) 5Ed-File or (657) 217-3260

EMPLOYEE BENEFITS/INSURANCE: Retirement Planning and Life Insurance

With a 160-year heritage, Equitable stands among the nation’s premier providers of annuities and serves as industry leader in the 403(b) market. Through a robust program for K-12 educators, Equitable offers innovative retirement options to fit their clients’ needs.

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

LEGAL SERVICES: Education Law

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
Partner
6300 Wilshire Blvd.
Los Angeles, CA 90048
(323) 330-6300
pfagen@f3law.com

ICU Technologies Website Logo Horizontal 2020 Final 0620 (002)
SAFETY/SECURITY/RISK MANAGEMENT: GSA Cooperative Purchasing Agreements

ICU Technologies is a safety solutions partner that delivers sustainable and effective security solutions, including public safety cameras, access control, weapons detection, paging and intercom, anonymous tipping platforms, anti-vaping, keyword detection, and aggression monitoring. ICU maintains a GSA Cooperative Purchasing Agreement so districts can access necessary technology without leveraging cumbersome RFPs. As the only partner exclusively focused on California K-12 with purpose-built solutions on GSA, ICU has the expertise and ability to serve campuses with installation, live monitoring, configuration, assessment and sub-contracting.

Jason Eatmon
Chief Experience Officer
1382 Blue Oaks Blvd., Ste. 110
Roseville, CA 95678-7052
(530) 949-4220
jeatmon@icu-techinc.com

LEGAL SERVICES: Education Law

Lozano Smith is California’s leader in education law. The firm began more than 33 years ago when its founding partners chose to focus on relationships and accessibility. Today, its clients benefit from the unique services of a large law firm with eight offices throughout California, paired with the comfortable relationships that are more often found in a small firm. Lozano Smith essentially operates as your own in-house counsel, and its team of more than 100 attorneys is fully informed and available the moment you need them.

Harold Freiman
Partner
2001 North Main Street, Suite 500
Walnut Creek, CA 94596
(925) 953-1620
hfreiman@lozanosmith.com

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)
phorne@meteoreducation.com

FINANCIAL SERVICES/BONDS

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
mark.adler@psc.com

FACILITIES/FINANCIAL SERVICES/PUBLIC FINANCE/UNDERWRITING: California Education Bond Underwriting

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 was the #1 underwriting firm for California K-12 negotiated general obligation bond issues by par-amount in 2019, underwriting $1.9 billion and 68 transactions.

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

– OR –

Randy Merritt
Managing Director
209 Avenida Del Mar, Suite 207
San Clemente, CA 92672
(949) 485-5903
randy.merritt@raymondjames.com

SAFETY/SECURITY/RISK MANAGEMENT: Insurance JPA for Schools (P&L)

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
ldelozier@keenan.com

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
ericap@sia-us.com

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
President/CEO
1121 L Street, Suite 1060
Sacramento, CA 95814
(916) 446-7517
johng@sscal.com

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
Bid Manager
3790 De Forest Circle
Jurupa Valley, CA  91752
(909) 980-7777
aja@southwestschool.com

EQUIPMENT/FURNITURE

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
joshnachlinger@virco.com