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.

Raelene Walker
Account Development Coordinator
36310 Inland Valley Drive, Ste. 100
Wildomar, CA 92595
(760) 917-1158
raelene.walker@americanfidelity.com

TECHNOLOGY/COMMUNICATIONS: Data Analytics for Schools

Forecast5 Analytics provides decision support systems and applications for school business leaders. Forecast5’s state-of-the-art analytics technology helps you identify strategic and financial opportunities with highly visual output in the areas of financial performance, compensation, enrollment/demographics and student performance. More than 2,000 school districts across the country use Forecast5 tools to maximize their data insights.

Bob Manikas
Senior Account Executive
2135 CityGate Lane, Suite 420
Naperville, IL 60563
(630) 955-7666
bmanikas@forecast5analytics.com

CASBO Premier Plus Partners

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

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: 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

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

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

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

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

PURCHASING: Competitively Solicited Public Agency Purchasing Contracts

Sourcewell is a self-supporting government organization that partners with local, regional and national education, government and nonprofits to boost student and community success. Throughout the U.S. and Canada, Sourcewell offers a cooperative purchasing program to help public agencies as they strive for efficient public service. On behalf of its 50,000 members, Sourcewell conducts competitive solicitations, awarding to the most responsive and responsible vendors at the manufacturer level. Members can purchase off these contracts through their local dealers, streamlining the procurement process and saving time, energy and money while shopping locally. Membership is free and open to any government, education or nonprofit entity.

Duff Erholtz
Client Relations Administrator
202 12th Street NE | P.O. Box 219
Staples, MN 56479
(218) 894-5490
duff.erholtz@sourcewell-mn.gov

PURCHASING: Facilities Maintenance, Furniture & Fixtures, School & Office Supplies, Technology

Staples is a trusted K-12 product and service solution to help you prepare for your students and staff to return to school. Shifting budgets and ensuring a clean and safe learning environment are key. Staples helps provide consistency, advice, insight and more. They offer national cooperative contracts with low pricing, personal protective equipment for staff and students, print programs to help with distance learning needs, technology solutions to keep students and staff connected, social distancing signage, new and innovative sanitizing equipment, first aid and safety kits, and cafeteria supplies.

Chuck Luchen
Senior Manager, Vertical Markets, K-12
15813 Maple Street
Overland Park, KS 66223
(913) 484-5800
chuck.luchen@staples.com

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

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

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

TECHNOLOGY/COMMUNICATIONS: Networking and Communication Solutions

Cisco is powering inclusive education for all. Simple, smart, seamless, secure and supported, Cisco solutions for education provide best-in-class teaching and learning experiences with unsurpassed security, privacy and transparency. Large or small. Higher education or school. Virtual, hybrid or in-person. Teach, collaborate and learn anywhere. Cisco solutions for education are designed for you and flexible to your institution’s unique needs. With Cisco, the possibilities are endless.

Brandon Fischer
Territory Account Manager, Northern California
(805) 801-6045
branfisc@cisco.com

FACILITIES: Energy Efficiency Projects and Proposition 39

Founded in 1975, Climatec is a leading provider of turnkey implementation and funding solutions for public agencies that need to remedy aging infrastructure. Serving building owners across all public sector market segments, including education and state and local government, Climatec specializes in energy, water and operational improvements that provide significant relief for the bottom line while making buildings smarter, safer and more efficient.

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

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

Dude Solutions is a leading software-as-a-service (SaaS) provider of operations management solutions. For nearly two decades, Dude Solutions has inspired clients to create better work and better lives, combining innovative, user-friendly technology with the world’s smartest operations engine and empowering education operations leaders to transform the most important places in our lives. Today, more than 7,000 educational institutions use Dude Solutions’ award-winning software to manage maintenance, assets, energy, safety, IT, events and more.

Josh Peach
DSI Evangelist
11000 Regency Parkway, Suite 110
Cary, NC 27518
(866) 455-3833
josh.peach@dudesolutions.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

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

As part of the No. 1 energy services provider in the world, ENGIE Services U.S. and ENGIE Storage provide an extensive set of energy and sustainability management services to thousands of customers throughout the U.S.

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

Steve Kelley
Senior Vice President of Sales
ENGIE Storage
4151 Burton Drive
Santa Clara, CA 95054
(408) 638-0072
steve.kelley@engie.com

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

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

FACILITIES: Solar, Storage, Microgrid and Energy-Efficiency Project Development and Asset Management

TerraVerde Energy is an independent energy advisor that supports schools and other public agencies, helping them reduce energy costs through planning, implementing and managing solar, storage and other energy solutions.

David Burdick
Vice President of Business Development
1100 Larkspur Landing Circle, Suite 275
Larkspur, CA 94939
(415) 272-1014
david@terraverde.energy

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