What's Included?

  • 5 Videos

  • 1 PDF

  • 4 Hours to Complete

Board Infrastructure Series

Charter School Facilities (Part 1 and 2)

Learn about the basics of charter school facilities planning from budgeting, space allocation to the actual search.

Both facilities webinars will provide insight on finding the right location based upon your school's target audience. Learn about tools for calculating space needs and project timing. Also, understand the financial considerations of leasing vs. buying 

Our featured speaker is Tyler Baier, who has over a decade of experience and most recently served as Chief Business Officer at Bright Stars Schools Charter Network in Los Angeles, California.

Succession Planning: Why It Matters 

Shield your school from risk by making an annual succession plan review a priority.  Careful planning of job responsibilities and crisis management procedures, will be reassuring should the unexpected happen. Both board and school leadership transition plans will be reviewed.

Performance Review Process 

Developing a unified team between the Board and school leadership is vitally important to the health of the school. Clear communication and strong development/support systems for school leadership is paramount. Walk through the review process from setting school goals, utilizing board dashboards to incorporating milestone checks. This session will discuss potential 360 and development plan to provide a comprehensive process. 

Why Developing a Board Liaison Role is Valuable


Maintaining board information and delivering information in a timely manner is essential to gaining optimal board outcomes. Learn strategies for creating a board liaison role to improve compliance and board engagement.

Creating An Affiliated Building Company

Learn from experts in this field regarding best practices for forming and implementing an Affiliated Building Company. Understand the statutory requirements and steps to establishing a new non-profit including your long term growth and expansion plans. Review case studies of schools who have successfully completed this process and the challenges they faced. 

Training Curriculum

Know What's Included

  • 1
    Board Infrastructure Series
    • Creating an Affiliated Building Company
    • Charter School Facilities Part I
    • Charter School Facilities Part II
    • Leadership Performance Review
    • Succession Planning: Why It Matters
  • 2
    Helpful Tools + Resources
    • School Facility Space Planning Worksheet
    • School Goals Framework
    • Performance Review Template
    • Director Succession Plan Template


  • Beth Finch

    CharterSource Founder

    Beth Finch

    Beth Finch, Founder, CharterSource As a founder of Lake Country Academy in Wisconsin, her areas of focus were the following: development, marketing, facilities and student recruitment. She also served 5 years as Board Chair KIPP Minnesota, part of the KIPP network of over 225 schools nationally. With over 15 years of board management experience, Beth provides boards with the foundational frameworks and systems to govern efficiently.
  • Tyler Baier

    School Operations, Finance & Facilities

    Tyler Baier

    With a range of experience developing the financial and operational sustainability of charter schools, Tyler Baier is dedicated to removing operational barriers for educators so they can focus on what they do best – teaching our kids. Tyler Baier began his career in education in 2010 as an Education Pioneer fellow and spent 7 years with Bright Star Schools, a high-performing charter management organization in Los Angeles with an annual budget of over $35 million. As Chief Business Officer, Tyler led the development of the organization’s back-office team, with over 30 employees supporting schools from accounting to advancement. He also facilitated Bright Star’s growth from 2 to 7 schools, and managed the financing and development of new construction, renovation, and temporary facility solutions.
  • Dick  Ward

    Senior Vice President, Dougherty & Company

    Dick Ward

    Dick has 28 years of experience in bond issuance and finance as an investment banker and financial advisor. He also under wrote one of the first tax exempt bonds in the country - Community of Peace Academy. He is a regular participant in charter sector support both locally and nationally - often called upon to present for the National Federation of Municipal Analysts and Bond Buyer Seminars.