Speakers: Kennedy Vu, Jamie Alfonso

Turn compliance into confident action in this interactive 75-minute workshop for charter champions in people operations and executive roles. This session brings policies such as the SB 848 compliant Student Boundaries Policy to life through real hiring decisions, helping you spot risk early and apply consistent safeguards. Through hands-on activities like policy interpretation, job description review, interview scenarios, and reference check analysis, participants will sharpen their ability to screen effectively, make stronger hiring decisions, and protect students. Walk away with practical tools you can use immediately to strengthen hiring practices and reduce risk across your charter school.

Speakers: Kennedy Vu, Kobié Jacobs

A signature can move work forward, but it can also move risk in the wrong direction.
Join us for a practical session for charter school leaders, operations teams, and other school decision makers who want to better understand how contracts, certificates of insurance, and property lease terms can affect school protection behind the scenes. This session explores how routine agreements can quietly shift responsibility, weaken insurance protections, and create costly surprises when key details are overlooked. Through relatable charter school scenarios, visual red flags, and audience engagement built around real-world decision points, participants will gain a clearer understanding of contractual risk transfer, COI review, and common lease provisions that can place unexpected obligations back on the school. The session highlights common trouble spots, practical review habits, and the key questions charter school personnel should ask before signing. Attendees will leave with a stronger framework for reviewing agreements more confidently and using them as one important layer of protection for school operations, property, and organizational resilience.

Speakers: Jamie Alfonso, Susan Diamanti, Audra Powers

This session walks charter school HR and leadership teams through the full employee lifecycle, from hiring to separation, showing exactly where risk is most prevalent and how to stay ahead of it. Learn how to spot hiring red flags, strengthen supervision and documentation, increase skills to utilize workers' compensation loss trends to reduce future losses, and terminations. Walk away with clear, real-world strategies to protect your charter school, reduce exposure, and lead with confidence at every stage.

Speakers: Jimmy Adams, Kim Alonzo

Effective hiring practices are critical to maintaining safe and compliant school environments. This session focuses on the NASDTEC Clearinghouse and how it supports responsible hiring decisions, particularly for professionals involved in school operations, staffing, and organizational oversight. Participants will gain a practical understanding of how to use the Clearinghouse, why it matters, and how it fits into broader risk management and compliance efforts. The session will also include a brief overview of the Model Code of Ethics to connect ethical expectations with day-to-day operational practices.

Speakers: Karla Ksan, Susan Diamanti, Kim Vu

This session is designed for charter school leaders and HR professionals to better understand how everyday workplace stressors can evolve into formal stress workers compensation claims. Using a clear, step-by-step flowchart, participants will follow the lifecycle of a typical stress claim—from initial triggers such as employee performance concerns or requests for reasonable accommodation, through the filing of a claim. The session will also explore how these situations often intersect with leave of absence requests and the complexities that arise during that process. Emphasis will be placed on practical decision points, documentation strategies, and communication best practices at each stage. Finally, the workshop will address effective approaches to supporting a smooth and compliant return-to-work process. Attendees will leave with actionable tools to proactively manage risk and support employee well-being.

Speakers: Karla Ksan, Bernadette O'Brien

Join us for an engaging session, “The Anatomy of an Employee Lawsuit: Diagnosis, Treatment, and Prevention for Charter School Leaders”, designed specifically for administrators and HR teams. Using a creative medical-themed approach, this presentation explores how everyday school-based issues—such as employee complaints, discipline decisions, and documentation gaps—can develop into legal claims if not addressed early. Through relatable school scenarios, interactive elements, and memorable visuals, participants will gain insight into how employment lawsuits unfold in an education setting and what decision points matter most. The session highlights common leadership missteps in schools and provides practical strategies to improve consistency, strengthen documentation, and involve HR and/or an employment attorney at the right time. Attendees will leave better equipped to support their staff while protecting their school community. Give your organization a proactive “employment legal health check” and learn how to address employee issues before they escalate.

Speakers: Audra Powers, Eric Barlow, Tony Hager, Mathew Toth

Leadership plays a crucial role in reinforcing a culture of safety within schools. By setting a clear vision and commitment to safety, leaders can inspire their teams to embrace safety as a shared value. This session will provide insights for building relationships with your teams to communicate the importance of safety and risk management. We are excited to have Eric Barlow, Chief Operations Officer at Stem Preparatory Schools, Tony Hager, Director of Risk Management at Springs Charter Schools and Matthew Toth, Strategic Account Executive at Lightspeed Systems share their knowledge and expertise. This presentation will include group breakouts and peer discussions.

Speakers: Jimmy Adams, Kim Alonzo

Strong leadership requires more than compliance, it requires sound ethical judgment. This interactive session is designed for school leaders and explores how the Model Code of Ethics for Educators can be applied in real-world situations. Through facilitated discussion and scenario-based exercises, participants will examine common ethical dilemmas and explore practical strategies for making thoughtful, consistent decisions. The session will also include a brief overview of the NASDTEC Clearinghouse to provide context on how ethical standards connect to broader professional practices.

Speakers: Thuy Wong, Yvette King-Berg, Casey Taylor, Parker Hudnut

This workshop will examine the top things successful charter leaders should know and ways to navigate the changing charter landscape with experienced charter leaders in Southern and Northern California from large to small charter networks.

Speakers: Jamie Alfonso, Haley Harper, Sonny Huynh

When a crisis hits, the management team is expected to simultaneously respond quickly, support staff, and uphold regulatory standards. This session will identify practical strategies to prevent poor reactionary decisions and strengthen your response, support employee wellbeing, and lead with clarity when it matters most. We’re excited to welcome Gallagher Benefits Services, who bring a wealth of resources and expertise to highlight how a work-based program offering confidential and short-term counseling and support services can help employees navigate stress, mental health challenges, and personal or work-related issues before, during, and after a crisis.

Speakers: Kim Alonzo, ATI, ARS

Wildfires are an increasing threat across California. This interactive session walks participants through a realistic school wildfire scenario, covering prevention, emergency response, and recovery. Featuring experts in firefighting services and restoration, attendees will gain practical strategies to reduce fire risk, make critical decisions during an incident, and navigate the first 24–72 hours after a fire. The session also addresses the unique challenges of non-classroom-based programs, where students and staff may be impacted across multiple regions.

Speakers: Daniel Rodriguez, Kim Alonzo, Daniela Garcia

This training equips school leaders with a clear, practical approach to managing special education risk. You will learn how IEP compliance issues escalate into claims, what the law requires, and how to avoid common breakdowns in services, timelines, and documentation. The session will also provide information regarding CharterSAFE’s Special Education Defense coverage.

Speakers: Kennedy Vu, Karen Durley, Kim Alonzo

Join us for an engaging session designed leaders, operations teams, and decision makers who procure services, approve events, and manage outside partnerships. This practical workshop examines how vendors, consultants, student service providers, facility users, and special events can create exposure across operations, safety, and loss control when responsibilities are unclear or safeguards are weak. Through relatable school-based scenarios, interactive contract review moments, and group discussion, participants will explore where third party risks appear in real school settings and what decision points matter most before services begin. Blending contractual risk transfer with practical risk management strategies, the session highlights stronger agreements, clearer expectations, appropriate insurance requirements, sound supervision practices, and operational controls that reduce loss. Attendees will leave better prepared to spot gaps, identify red flags, and strengthen protections for students, staff, property, and school operations before exposure turns into a claim.

Speakers: Daniel Rodriguez, Kennedy Vu, Pat Lynch, Mathew Toth

You just received an allegation that the Teacher of the Year was having an inappropriate relationship with a minor student. Now what?! This training will prepare school leaders to respond quickly, lawfully, and appropriately to allegations of child sexual abuse. Participants will learn how to manage the initial hours following a report, meet mandated reporting obligations, and protect students while preserving the integrity of an investigation. The session also covers essential protocols for communication, documentation, and coordination with authorities. Additionally, we will discuss how early decision-making protects students, the school’s reputation, and impacts liability.

Speakers: Karla Ksan, Haley Harper, Sonny Huynh

In this session, we will explore the current state of the benefits market and how it directly impacts your HR team, your organization’s bottom line, and employee morale. As a charter school leader, you have the power to be the solution your team needs. We’ll dive into broker expectations, key resources, and innovative solutions that empower you to take control of your benefits strategy, manage costs effectively, and improve your employees’ access to quality healthcare. By the end of this presentation, you’ll gain actionable insights to better support your HR team—ultimately fostering a healthier, more engaged workforce.

Speakers: Thuy Wong, Pilar Archer, Carrie Wagner

Charter budgets are already hard enough to develop. Building in resiliency into the budget is even harder. This session discusses scenarios of budgets gone sideways by unexpected events and how to build in resiliency into a budget and into the school system to manage unexpected events while maintaining school operations.

Speakers: Bettina Hooper, Kimberly Tumambing, Summer Whitley

Charter school leaders are navigating increasing expectations around both renewal and risk, making strong data practices essential to demonstrating impact and building trust. In this session, CharterSAFE and Parsec Education will explore how accurate exposure data and aligned documentation support both insurability and successful charter renewals. Attendees will leave with practical strategies to strengthen their data, elevate their story, and use insights to support both compliance and continuous improvement.

Speakers: Karla Ksan, Haley Harper, Sonny Huynh

In this session, we will explore the current state of the benefits market and how it directly impacts your HR team, your organization’s bottom line, and employee morale. As a charter school leader, you have the power to be the solution your team needs. We’ll dive into broker expectations, key resources, and innovative solutions that empower you to take control of your benefits strategy, manage costs effectively, and improve your employees’ access to quality healthcare. By the end of this presentation, you’ll gain actionable insights to better support your HR team—ultimately fostering a healthier, more engaged workforce.