Mary Dillon - Portfolio Asset Manager, Charter School Capital
Before coming onboard at Charter School Capital, Mary Dillon spent many years in commercial and industrial real estate in her home country of Ireland and the United States. Mary combines her academic background in accounting and business management and her many years in real estate in her current Portfolio Asset Manager position at CSC.

Growing up, Mary wanted to be a teacher. In Ireland, a high grade in advanced Gaelic is a strict requirement for educators. Mary was fluent in German, French, and English but wasn’t drawn to Gaelic. Her Gaelic became a barrier to becoming a teacher.

In college, Mary chose to pursue Accounting and Finance, eventually earning both a Bachelor of Commerce degree and a master’s degree in Finance.

After graduating, she decided she did not want to be an Accountant. Instead, she chose to work in real estate. She got a job with one of the biggest real estate companies in Dublin. And for the last twenty years, her career continued to focus on commercial and industrial real estate.

In Mary’s view, it was the right choice. She loved how relationship-driven her work was and how it allowed her to use her analytical skills to help clients. For over a decade, Mary worked in real estate brokering, acquisitions, dispositions. During the recession in 2009, she transitioned to the Asset Management side, where her accounting background allowed her to shine.

In 2009, Mary’s family faced a significant life change. Her husband had to relocate to the United States for work, and the whole family made the move.

Mary got a real estate license in the U.S., which was not easy. She had to learn new procedures and approaches, along with memorizing new laws. However, Mary found herself working with institutional clients who owned property worldwide, such as CBRE. And in this context, she brought a welcomed global perspective to her work.

In 2016, Mary found herself at another crossroads. She was working long hours with two kids in school and a husband whose work demanded a lot of travel. Mary was ready for a change.

A recruiter brought her an opportunity at Charter School Capital, and she thought, “I don’t know anything about charter schools! But you know what, I’ve moved my whole family across the ocean when I didn’t know one person in America. I learned to drive on the other side of the road and all the ins and outs of real estate in America. I can learn this.”

Two months later, she started working at Charter School Capital, and four years on, she still finds joy and fulfillment in her work.

“What I love about Charter School Capital is that your ideas are all welcomed, that your ideas are heard. That you can suggest a new way of doing things and it will be received. I’ve been in big companies where this is the one way to do it, the one way it’s always been. I love that you can suggest better ways, more efficient ways to do things, and your voice is heard.”

Mary echoes many other employees in talking about the things that make CSC so unique. The diverse viewpoints and personalities in the company, the way everyone rolls up their sleeves to get things done. The way work is recognized.

“One of the key things I value the most is that there is a mission behind everything we do. I’m not clocking in to make rich people more affluent, and I’m clocking in to make schools more successful. Ultimately, we help create good learning environments for over 1.5 million students.”

Mary Dillon and Family

As a portfolio asset manager, Mary oversees the company’s facilities – the real estate. She manages the tenant relationships, and it’s her job to ensure the tenants are happy, rents are paid, and that the buildings are well maintained.

It’s part of Mary’s job to have honest, candid conversations with the school leaders. If a school is struggling with enrollment, that means the school may get in trouble down the line. Before they get behind on their rent, it’s up to Mary to get them the help they may need to correct course and improve the situation.

As schools coped with the pandemic in the past few months, Mary has found relationships have gotten stronger. She formed close bonds with her clients as human beings. While on the one hand, the COVID-19 crisis has kept us all isolated (Mary used to visit schools a lot – she hasn’t seen schools physically in eighteen months). On the other hand, she talks on Zoom with her clients all the time. As schools experienced hardships, many have reached out to Mary, asking, “What do we do now?” It has been rewarding to be able to help.

In working with educators, Mary finds that most are amazing idealists, have a compassionate side, and know so much about education. In terms of business knowledge, there’s a range.

Some school leaders bring business acumen, and some are less knowledgeable about the consequences of a burst pipe or about deadlines to pay taxes. And in almost every case, they tend to be intensely focused on their educational goals and the day-to-day of school management, and it’s harder to get them to focus on logistical aspects of their school building. And this is an area where Mary feels the partnership with Charter School Capital leads to success. By keeping our focus on the school’s financial sustainability, we help safeguard their mission.

“In our organization, we have experts in school management, we have finance experts, and we have strong expertise in real estate. I have a strong background in asset management, and I understand this unique niche. I’m also a mom with two teenagers in school. I can tell you that we, as a company, take the time to understand the schools. And we put schools first.”

Tommy Alberini - Director of Acquisitions & Underwriting at Charter School CapitalA Los Angeles native, Tommy is passionate about family, authenticity, and analytics. He graduated from Boston University, where he focused his Bachelor of Business Administration on Marketing and Marketing Management.
After graduation, Tommy started as an intern at a family-run real estate firm. Now, nearly a decade later, Tommy leads the facilities acquisition team here at Charter School Capital (CSC). Tommy lives in Los Angeles with his wife and their two-year-old daughter. In his team spotlight, he reflects on his field and his journey with CSC.

Tommy’s Beginnings

Tommy is one of five children and a first-generation American from Argentinean parents.

After graduating from Boston University, Tommy worked in real estate firms in New York for several years. Then, a job offer brought him to California. It was a good move for his career and brought him closer to his family.

After a couple of years, Tommy and his wife decided to move to Portland. He continued to work in real estate until a recruiter reached out to him. The recruiter told him about a real-estate related position, but in the education space. Tommy was intrigued.

The conversation with the recruiter piqued Tommy’s curiosity and led to an interview with Jamie Bradley (Director of Facilities & Financial Risk at CSC). Tommy fell in love with the notion of combining his expertise in real estate with a real opportunity to make a positive impact in the charter school movement.

Joining Our Team

One of the many things Tommy enjoys about CSC is how we contribute to bridging gaps in education by supporting schools financially. Charter schools help many students achieve a solid education, and CSC helps these schools thrive.

Tommy’s role within the company focuses on facilities, which are then leased back to schools. CSC acts as a landlord, a partner, and a champion for charter schools. Once schools begin working with CSC, our team continues to find resources geared at helping the schools succeed.

Tommy finds his work invigorating. He credits to the fact that he gets to work on complex challenges with people who are passionate about finding solutions, people who are genuinely interested in their organization’s mission, and people who care about the impact of their work.

In terms of work/life balance, Tommy believes it’s possible to take time for yourself and be productive. And in his field, keeping his mind sharp and his vision fresh is a necessity. Tommy loves working with numbers and doing creative problem-solving with those numbers.

Tommy is an ardent believer in following one’s passions, whether professionally or personally. He believes that making decisions with his passion in mind led to many of his most fulfilling journeys. His advice, “Go and find what your passions are and follow them.”

Thinking about the nation’s youth, Tommy would like young people to have access to, Tommy volunteers “Career Building.” This would be a mix of personal finance and workplace skillsets. How to manage your funds, invest, how to save, and ultimately think about your future. Combined with how to sell yourself in an interview, while staying humble, and building your resume.

Looking at our world today, Tommy would like to see less arrogance, more curiosity, and more open minds to our society’s inequities.

Focusing on the Future

Tommy would like to see people be more willing to be vulnerable and open themselves up to conversations that may be uncomfortable. These conversations lead to growth and help develop a well-rounded perspective.

In terms of Charter School Capital, Tommy wants it to continue to help the organization scale up, especially in facilities. He’s passionate about continuing to make the school-onboarding process as accessible as possible so that charter schools can get assistance in a swift, fluid manner.

Tommy would like to see charter schools have more access to strong partners, including school leaders, investors, and champions such as Charter School Capital. He’d like to see more schools learn and leverage best practices that lead them to full sustainability.

 

Jen is a California native, nomad at heart, animal lover, and motorcyclist. Before being part of the Charter School Capital team, she spent a decade in the Non-Profit sector where she had the opportunity to travel internationally to connect with students and community partners.
As our Certified Salesforce Administrator, she is dedicated to streamlining productivity, strengthening culture, and empowering others to grow and lead. Now living in Portland, she continually improves her skills and fights for equity in the educational sphere.

 

How did you Meet Charter School Capital?

I was in California, looking to move to a place that would accept my German Shepherd and four cats. Seriously, it was almost impossible until I found spaces in Portland. I contacted my friend, hoping she’d want to move in with me, and there we were, two ladies and six pets moving into a house.

Looking for a job, I found Charter School Capital on LinkedIn and spent hours on its website, making sure it was the right fit. An ethical place, a good transition from the non-profit sector, and supported education. The following morning, I got the call from John Caughie (IT Manager). Since working here, I’ve entirely expanded and have been challenged daily with new learning curves and fun, exciting work.

How would you describe Charter School Capital and your position?

Charter School Capital provides charter schools with resources and services to grow.  As an Organizational Systems Analyst, my job is to make doing that internal work more accessible on the processing and data front.

What’s something about you that might be surprising?

After university, I volunteered at my old high school to mentor sophomores on college planning. While the school prompted students to pick majors based on interest tests, I encouraged them to research LinkedIn for industries or job descriptions they thought compelling. I pushed them to think of the importance of a supportive network, be unafraid of looking into vocational or alternative education, and ask questions. Those conversations and connections made me realize my love for mentorship, and I hope to continue that.

What did you want to be when you grew up?

Growing up, I was faced with living in a rough neighborhood on welfare with a disabled mom and no child support. My biggest goal growing up was to get my driver’s license and be financially independent, so I could experience freedom, have some security, and help support my mom. There wasn’t any specific aspiration, just a state of being.

What brings you joy?

A sense of wonder of the world. I can’t imagine a day without learning something new, taking in new pieces of information, or even just enjoying the wonders of life.

When did you learn about this line of work? What called you to it?

An immense joy I get from working in support of education is the long-term impact it has on the students and the broader community served. Being a database administrator in a platform with a robust knowledge-share community has prepared me to best provide for others’ needs in an efficient way.

What gets you out of bed in the morning?

The things I love most in life: riding my motorcycle, my pets, nature, and travel.

What piece of advice would you give recent graduates?

As folks grow, take time to reflect on what you like and don’t like; then figure out why. Communicate what your needs are and be the best version of yourself. Overall, being self-aware, a strong communicator, and living with an intent to create social unity are the tools that will propel you forward.

Over the years, what wisdom have you learned?

Be Bold. Seek Truth. Explore.

From your position, how do you impact charter schools?

By providing strong technical solutions that ease processing or informational needs of Charter Schools collaborating with us. I do this by collecting CSC Client Portal User feedback, which enables us to see what features our constituents would best benefit from and what isn’t intuitive about our current platform. A good chunk of my role is optimizing CSC’s availability to data, which drives analysis that benefits our active clients and allows us to report to the movement on trends we may see that assist school administrators or parents in making informed decisions.

If you could create a new class subject, what would it be?

I have two. The first is Historiography; understanding history’s history is essential in comprehending the breadth of human interaction and motivation. Showing the connection of human life across cultures and time.

The second would be Adulting. Focusing on the best practices for personal finance, renting vs. buying, skill acquisition, taxes, investing, and the importance of building relationships. Stuff you’d figure out along the way but condensed in a consumable amount.

In your view, what does the world need more of? Less of?

We need more critical thinkers … and cats.
We need less people operating out of fear of judgment or change.


What do you hope to see for the Future of Charter Schools?

More harmony across the education sector in accepting Charter Schools for the disruptors they are; hopefully, that growth would then influence all curriculum and administrative practices.

What do you hope to see for the Future of Charter School Capital?

First, I hope we continue to work closely with partners by checking in with them, making sure they are heard, and finding solutions that best fit their needs. Second, I hope we maintain our spirit of innovation, going above and beyond expectations, and continuing to thrive.

Brian is a father, athlete, and Pacific Northwest Native. Throughout his life, he’s played kickball, soccer, ran for relay teams, and has climbed Mt. St. Helens four times! Always being drawn to the teamwork and community-building aspects of the game. After becoming a father and seeking the best education for his daughter, Brian’s interest in charter schools grew.
After beginning his public accounting career, Brian joined the Charter School Capital team and has been recording debits and credits for the past four and a half years and has never looked back.

How did you Meet CSC?

I previously worked in higher education institutions before hearing of the opportunity at Charter School Capital. I felt that the position provided an exciting option to work directly with schools at the forefront of improving our public education system. When I met with the team, they were down-to-earth, driven to provide best-in-class products and services, and dedicated in their pursuit of excellence. I knew that I would be challenged from day one and was excited about what I could bring to the team.

How would you describe Charter School Capital and your position?

I work on a team that provides financial services and products to the charter school system, bringing together investors and members of the charter school movement.

What’s something about you that might be surprising?

I’ve been riding my bike to work for the past 16 years. It started when I was tired of sitting in traffic and thought I’d try to ride to work for one week. As it turned out, I enjoyed it and have been riding ever since.

When did you learn about this line of work? What called you to it?

My parents were both in public education, so I heard about charter schools growing up. When the time came for my daughter to go to school, we had the option of enrolling her in a local public school or a charter school closely aligned with her learning style. We chose the charter path; like many parents, we were trying to find the best education for her, and we were very happy with our decision.

Over the years, what wisdom have you learned?

You are capable of much more than you realize, keep going!

What brings you joy?

I love learning new things, meeting new people, and building connections. As an accountant, part of my job is having insight into the behind the scenes of how a company operates. I find joy in being able to put pieces together, learning from others, and offering a helping hand.

What piece of advice would you give to recent graduates?

People are eager to help and offer resources to you. Don’t be afraid to reach out and connect with people who are in the industry. If you are willing to work hard, listen, and keep learning, you will make connections to help you achieve your goals.

From your position how do you impact charters?

We cultivate relationships with investors and schools to work together to help school leaders achieve their goals.

If you could create a New Class Subject, what would it be?

An outdoor, experience-based course that shows appreciation for team building, leadership, and the outdoors. A course that takes you out of your comfort zone and encourages you to adapt and overcome challenges as a team, something similar to what Outward Bound is doing.

In your view, what does the world need more of? Less of?

More education and compassion, less division.

What do you hope to see for the Future of Charter Schools?

My hope is that charter schools become an accepted part of the educational system and less politicized. As a parent, the education of my child, and all students is incredibly important. We should be investing more time and effort into these programs.

What do you hope to see for the Future of CSC?

My hope is that Charter School Capital continues to find innovative solutions to the challenges facing our education system.

Michelle Lohner - Senior Account Manager
Michelle is a California native who loves all things surrounding community, family, and the diversity that makes us unique. Born and raised in San Diego, she brings the sunshine anywhere she goes. Throughout her career timeline, she has managed to combine creativity and finance.
After almost seven years in banking, she wanted to develop a new skill set. Then, she discovered Charter School Capital, where she was able to work with communities and financial planning. Growing up with teachers in her family, she knew she wanted to give back to the educators that raised her someday. Now, after working with dozens of school leaders, community members, educators, and students, she has fulfilled that promise and continues to shine a light on accessible education.

 

How did you meet Charter School Capital?

After college, I made a huge change and decided to move from San Diego to Portland. In college, I started a small fashion business where I had my personal banker help me tremendously. I grew to admire them and pursued banking for six and a half years. In banking, I loved developing relationships with clients, connecting folks to resources, and the problem solving aspect of it.

After some time, I knew I wanted to create a larger impact through banking, so I started job hunting. On LinkedIn, I found Charter School Capital and scored an interview. For me, it was the perfect mix of finance, supporting education, and creating long lasting relationships.

How would you describe CSC and your position?

Charter School Capital is a national company that works with charter schools to meet their goals, problem solve through rough patches, and provide financial support.

As a senior account manager, I’ve been able to travel and work with charters and communities all across the United States for the past four years. Meeting numerous school leaders, educators, and students has allowed me to bridge connections, opportunities, and ultimately work firsthand with folks.

What brings you joy?

I love it when people are connected. Having people united in a grander scheme, whether for the magic of Disneyland, getting together to watch a Padres game, or connecting people to build community. The power of human connection is incredible to me.

When did you learn about this line of work? What called you to it?

Growing up, I had many teachers in my family, so I thought I was going to be a teacher for a long time. When I fell into business and finance, I knew the two had to come together at some point. Luckily, I fell into a job that had the perfect mix of both education and finance.

What has kept me here is making and building relationships with our clients and schools. I can meet these visionary leaders who work hard for their communities; whether it’s a school leader or back-office providers, there are so many people who are working to make a difference in the world. It’s their passion and stories that tend to drive me.

What did you want to be when you grew up?

Initially, I wanted to be a teacher, but then I discovered my love for fashion. My maiden name is Parsons, so I thought, “Hey, I should go to Parson’s School of Design in New York and have a fashion empire, this is going to be great!” Then I thought I should go to business school if I want to own my own business. So I pursued a degree in finance at the University of San Diego, where I found there was a lot of creativity in finance.

Over the years, what wisdom have you learned?

Life will take you in all types of directions. By staying true to yourself, you will grow and shape into the person you were meant to become.

From your position, how do you impact charter schools?

As Senior Account Manager, I’ve had the chance to travel, explore, and meet numerous clients, schools, and students firsthand. We provide schools with financial resources, but we often make the most significant impact by being a source for knowledge, expertise, or another perspective in the room. When I meet with schools, I tend to be a soundboard and on-site problem solver to work through any difficulty they face.

One of my favorite parts is when I go to my schools that I work with and see the students. I think, “This is what we’re doing. This is why it all matters.” Those students get to experience a quality education surrounded by leaders who are motivated and inspiring.

What gets you out of bed in the morning?

I’m grateful for the aspects of life, my husband, my family, the sunshine, the ability to go for a walk, living back home in California, and having a life that genuinely brings me joy.

What’s something about you that might be surprising?

I know three languages! Spanish, French, and English. I’m very passionate about being tri-lingual, traveling, and learning about different cultures. I had the chance to live and study in Paris for a short time; that experience helped shape who I am today.

If you could create a new class subject, what would it be?

“The Practical Basics of Life” where we would take a hands-on approach to the basics of personal finance, credit, and investing. Especially for those who are not pursuing a finance career, these necessary skills could help you throughout your life.

What piece of advice would you give to recent graduates?

Don’t give up! Sometimes your career path will take a turn, but do not let that discourage you. With hard work, authenticity, and kindness, people will be there to help you accomplish your goals.

In your view, what does the world need more of? Less of?

More compassion and understanding.

Less divisiveness.

 What do you hope to see for the Future of Charter Schools?

I hope charter schools become less politicized and seen as models for accessible education. We get to a place where public and charter schools can learn from each other and potentially support another, highlighting each other’s strengths.

What do you hope to see for the Future of CSC?

Expanding, both in proximity and relationships. Having a school partner in every state within the US would be a dream. Ensuring charter schools all across the US were being supported. We would be able to interact with a more extensive array of community members. That would drive our mission home, for me.

Claire Benjamin - Paralegal at Charter School Capital
Claire is a California native with a love for nature, yoga, and the UK Royal Family.
Previously practicing corporate law, she found herself wanting to move to a field that was not only intrinsically motivating but focused on education. Over a decade ago, what started as a spontaneous weekend trip to Portland turned into a love affair with the city, and she stayed.
With her two cats, husband, and a novel in the works, she reflects on continually learning and fighting the good fight.

 

How did you Meet Charter School Capital?

After several years of working professionally in the corporate law field, I wanted to diverge from the pathway many of my peers took. A path of law school, sleepless nights, and working more than full-time at giant law firms. I really found myself feeling burned out and was looking for a fresh start.

After a quick visit to Portland, I decided to stay, soul search, and go back for my Masters. A few years later, after “beefing up” my resume and talking to recruiters, Ryann Johnson (Sr. Director of Underwriting) contacted me through LinkedIn. The Charter School Capital interview process was wonderful. I was delightfully surprised by my team’s thoughtfulness, consideration, and drive, which ultimately led to me rejecting multiple other offers as I went through the CSC interview process. I’ve now been part of the CSC Underwriting team for just over a year.

What keeps me going is our mission – that we care deeply about creating better educational opportunities. The way CSC is continually positively impacting the world of education makes me excited to go to work every morning.

How would you describe CSC and your position?

I’m a gatekeeper for the schools we want to support. CSC seriously wants good education models to survive and thrive because we care about the students. My team has the responsibility of vetting the schools that come to us for support. It is also my job to support and guide educators as they navigate the nuts and bolts of their corporate tasks and responsibilities, thus freeing them up to focus on educating their students. I love that we take such a holistic approach to the way we support our schools.

What’s something about you that might be surprising?

I love mythology and seeking the authentic self. Michael Mead states, “Each of us are born with this unique gift inside of ourselves.” He calls it “our genius,” and it’s the idea that each of us has this unique gift inside ourselves. The elders and the parents of a community have a responsibility to find that unique gift in each child and nurture it. That relates to creating a world of education where kids have all these great tools and can express their individual, authentic self under the elders’ guidance in their communities.

What brings you joy?

When I see the incredible power of the human spirit in action. Like when I see moms on the front-line of protests, defending children, or folks standing together in solidarity for a just cause. CSC is a place that encourages the power of the spirit and that their employees embrace our passions. I have the privilege of working somewhere that is at the forefront of the work to be compassionate in business and be emotionally tuned to the actions that we take.
I love being a part of an organization that cares and is actively supporting the charter movement for future generations. It makes me hopeful and passionate, especially during times of hardship.

When did you learn about this line of work? What called you to it?

My parents were educators and activists. I don’t remember a time when my parents weren’t having conversations about our education system. A big reason my parents picked my hometown of Sebastopol was that (at the time), the public schools in the town were consistently ranked number one in the State of California. I always knew our public-school system wasn’t perfect and that I was privileged to have the opportunities I got. As I grew older, I knew I didn’t want to be a teacher, but I did want to impact schools in some way. As I learned more about charter schools, I began to see a potential solution to some of the problems in the public school system, my parents would talk about.

What did you want to be when you grew up?

A writer – I’ve written and journaled my whole life. Right now, I have a fantasy novel in the works, based on mythology.

From your position, how do you impact charter schools?

As an underwriter, it is my job to look for the problems in schools when we take them under our wing. My team helps set up a plan for the school so we can set up resources for the schools in the best way.

If you could create a new class subject, What would it be?

Albert Einstein said, “The intuitive mind is the sacred gift, and the rational mind is the faithful servant. We have created a society that honors the servant and has forgotten the gift.” I would like to see coursework that encourages students to cultivate their intuition and inner wisdom – to listen to that little voice inside that always knows the truth.

In your view, what does the world need more of? Less of?

More women running things. Across all countries, cultures, and groups, you consistently see evidence that the more women you have running things, the more you have a diversity of thought, community-centric thinking, and equal representation.

Less patriarchy will lead to more balance.

What do you hope to see for the Future of Charter Schools?

I hope that Charter Schools continue to evolve as places where educational models can be reinvented and reimagined, where people are experimenting with new teaching methods, and making resources more available to larger populations.

What do you hope to see for the Future of CSC?

I hope to see the mission to expand and continue to grow. The idea that our company could even become large enough to impact schools and education globally is exciting.

By branching out, we can express diversity, encourage authentic self-expression, and look at our children as part of a global community. I get excited when we get to help schools with unique and diverse missions. For example, one school I work with is a Hindi and English language immersion school. Schools like that encourage rich conversations around community and education because they are involved in the global conversation.

Charter School Capital

Sharing Charter School Capital’s Values

It’s the holiday season and so a very good time to reflect on the things that we value. So we thought this would be a perfect time to share with you, once again, the core values here at Charter School Capital.

At Charter School Capital, we hold each other accountable to core company values as the driving force and foundation of what we do. These values are our guiding principles as we work together to more effectively support the growth and development of our charter school partners. And, as a result, Charter School Capital is a proven catalyst for charter school growth. Since our founding, we are very proud to say that we’ve invested over $2 billion to help finance the education of more than 1,000,000 students in over 600 charter schools across the United States.

Our values are, indeed, a way of life here. They’re simply woven into the fabric of daily life at the office where there’s a shared passion and mission infusing every action.

We measure everything we do by these core values:

  • Best-in-Class
  • Empowerment
  • Innovation
  • Teamwork
  • Accountability

Our values are so deeply intertwined, that you actually can’t speak about one without simultaneously touching on the others. That being said, they’re beautifully interdependent values that are the foundation for everything we do here.

Best-in-Class

Striving to be best-in-class is indeed a way of life here. It can be seen in the way everyone interacts with each other on a daily basis, in the support and encouragement each person receives here — from everyone — regardless of their department, and how individuals and teams coach and enable each other to succeed by helping schools succeed in educating more and more students each day.

Everything we do at Charter School Capital is in service to the mission, in service to our clients, and service to the charter school movement. We put our schools’ success at the forefront, working with them beyond just helping them finance their growth or facility. Best in class means providing additional value-added guidance, mentoring services, and advice to help keep schools on the right track. Because we believe that their success is our success.

It’s this holistic way of striving for best-in-class, that we’ve actually helped a lot of schools become stronger over the long run. Because, as we’re providing finances, we’re able to see any early signals that there may be problems on the horizon. In this way, we can start proactively working with our school partners to help them better understand what they may need to do to trim expenses so that they’re not in the red. We may even introduce them to back-office providers who might be able to provide a service that would help them with their bookkeeping or with other administrative support.

Being best-in-class means continually asking, are you best at serving the needs of your client? Does this help our client? Are we beneficially serving the charter school movement and the charter schools that we work with?

Empowerment

The leadership team at Charter School Capital understands that by empowering each team member, we’re ultimately empowering the success, growth, and longevity of the charter schools we serve.

What else do we mean when we talk about empowerment? It’s about how our company not only empowers its employees to be their best, but how we empower the schools we work with to achieve and even exceed their goals.

Empowerment here also means we empower our teams to speak up and think outside the box. There really is a no-fail attitude here. Of course, there are times when things go off course, but we don’t consider that failure, but simply an opportunity for growth. It’s in this way that we’re encouraged to be creative and innovative without fear.

Like each individual at Charter School Capital, our schools are not static, cookie-cutter organizations. They have a plan or a mission, and sometimes they need a little assistance reaching their goals. We’re empowered to help them to do that. We as a company, and we as employees are empowered to be as creative and flexible as possible to meet their specific needs at specific times, help them improve their financial health, or just help them grow… and we also empower our schools by giving them the stability that they may need.

Innovation

We see solutions where other financial institutions may see red flags. We pride ourselves on supporting team members to find those innovative, creative solutions our schools need to be successful and sustainable.

We understand that there is actually danger in not innovating… of being complacent. Without innovation, you will never grow — either personally or as a company. Our core value of innovation inspires us to always strive for what will make things better for our employees and even more important, better for the clients. Innovation can propel things forward in a way that ideally makes things better for everyone.

But, in order to be innovative, you have to take risks, involve a team of experienced collaborators, do your homework, and have the right goals in mind. Our spirit of innovation at Charter School Capital is always guided by one question — will it help us serve our customers better?

Embracing innovation means:

  • supporting our employees and school partners with technological innovations and platfoms that make things easier
  • thinking outside the box with our charter school solutions
  • combining it all together and understanding how that translates to putting our customers first

Teamwork

One of the things that perhaps makes us a bit different than others in our industry — is the comprehensive team of finance professionals we put in place to work with every single one of our school partners. This knowledgeable, dedicated team works together with our schools to find sustainable solutions to ensure that they succeed in the near term and as they grow.

Having a shared vision, a dedicated team of professionals, and student focus are all vital to our embodiment of the teamwork value. But all that would mean nothing if we didn’t truly love partnering with our schools and the students they’re educating.

When we commit and say, ‘yes, we’ll provide that funding,’ what we’re really saying is, ‘yes, we will get you where you want to go.’ And every member of our team — whether it’s marketing, underwriting, finance, the executives, or the account managers — knows what the end goal is and where we’re going. A common goal makes it much easier to work together as a team.

When you’re working toward this shared goal, everyone is willing to help and have open lines of communication to deliver the best product in partnership with the school. A shared vision, a dedicated team of professionals, and student focus are all vital to our embodiment of the teamwork value.

Teamwork really does make the dream work here. Because of our internal investment in teamwork and a shared vision — where we always have the students at the forefront — we’re able to support schools when and how they need it, and work as a team with charter school leaders to make their dreams for their schools happen.

Accountability

If it seems like a broken record, apologies, but the fact remains — we care about the success of our school partners. In other words, we take accountability for their sustainability, growth, and longevity. Our clients trust us to go the extra mile.

At Charter School Capital, all arrows point to the fact that we take the time and care to build relationships with our school partners. Every team member on each account feels responsible for the school’s success and ownership for their part of the equation. By having this team of dedicated professionals who connect with school leaders in this way, trust is a natural — and happy — consequence.

Being accountable, or having accountability means;

  • we’re responsible for our client’s success,
  • we own our work,
  • accept and learn from our mistakes, and
  • earn the trust of our co-workers as well as our school partners.

And, it means that when we see a need — beyond what’s right in front of us — we go the extra mile to help us achieve our mission and even more important, help our school partners achieve theirs.

In Conclusion

So, it’s clear that we have a mission-driven dedicated team, who cooperate, collaborate, and communicate, but I will conclude this post with the one single thing that is the heart and soul of everything we do — the students. We measure our success by the number of students served. And to date, we’re at over 1 million. We’re pretty proud of that.

But these words, these values, are not just lip service here… they are in our daily, our hourly lexicon. They are simply just part of our culture.

Charter School Capital

BIG NEWS! Charter School Capital Has a New Look!

What do you think of our new look?

We are so excited that Charter School Capital has a shiny new website that we wanted to share it with everyone!

Our marketing team has been hard at work over the past several months with design, planning, copy, resources, and more, to ensure that our updated website is easy to navigate and the information you’re looking for is right at your fingertips. We hope you find our new look warm and welcoming and that it clearly conveys our mission—we are 100% dedicated to charter school success.

We also wanted it to be easy for you to navigate to our extensive toolbox of innovative solutions designed exclusively for charter schools:

In addition, don’t miss checking out our Resources, Blog, Partners, and Events pages which have all been updated with both improved functionality and design!

Want to learn more about us? Check out our About Us and Team pages too!

We hope you like what you see! If you do find anything amiss, or find yourself on any 404 error pages, that is often to be expected with a project of this magnitude. Please do let us know by emailing us at growcharters@charterschoolcapital.com so we can get it on our radar to fix. We appreciate your input!

Thank you for visiting and hopefully you like what you see! Please let us know your thoughts in the comments section below.


Charter School Capital logoSince the company’s inception in 2007, Charter School Capital has been committed to the success of charter schools. We help schools access, leverage, and sustain the resources charter schools need to thrive, allowing them to focus on what matters most – educating students. Our depth of experience working with charter school leaders and our knowledge of how to address charter school financial and operational needs have allowed us to provide over $1.8 billion in support of 600 charter schools that have educated over 1,027,000 students across the country. For more information on how we can support your charter school, contact us. We’d love to work with you!

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Charter School ResourcesCharter School Resources: Introducing Our New Client Portal

Our mission is to support charter leaders by providing charter school resources and tools you need to thrive. We pride ourselves on finding innovative solutions to your financing challenges and having the ability to be as creative and flexible as possible to meet your specific needs – when and how you need the support.
Because we specialize in taking on all the administrative pieces of your financing (so you can focus on your mission of educating your students) we recognized that anything we could do to make the process easier would be a win for everyone.
Enter our new Client Portal.
How could we make the process of working with us more simple, coherent, streamlined, and transparent for our clients? How could we provide clients a more holistic view of their unique funding journey? When we began to develop our Client Portal, these are the challenges and questions we aimed to address.

The Idea

A few years back, our Client Services team set out to find a way to efficiently:
• Relay to our school partners what their specific funding requirements are;
• Support clients in being able to easily comprehend those requirements; and,
• Make it easy for them to take action.
School leaders always have a lot on their plate so we wanted to make this process easier for them, but we also wanted to build a solution that – in the future – could offer even more value than just being a transactional tool (read more on this below). The idea of the Client Portal was born from one core aspiration—to deliver a higher quality customer experience to our school partners.

A Team Effort

The Client Portal project was led by our IT Manager and Senior Salesforce Specialist, John Caughie, along with our COO, Kirt Nilsson. But every one of our departments weighed in on the design, navigation, and content requirements—while working alongside our internal Salesforce Team (as well as our external consultants) to implement the Client Portal. Once the project was underway, it took approximately five months of hard work and dedication to see it to today’s first phase of completion.

The Challenges and Lessons Learned

According to our Salesforce Administrator, and a key leader on the project, Jennifer Day, “Deciding what design to go with was by far the biggest question that needed to be answered. Determining what information we wanted clients to see and interact with was easy in comparison to isolating a design that worked within the constructs of the platform but delivered an intuitive and appealing experience for clients. We’ve come a long way since our first user interface designs and are looking forward to streamlining the Client Portal as new features become available.”
One thing we learned was that timelines should never take priority over design and usability. We struggled with that at the onset (our initial timeline was two months), but we extended our deadline to craft a clean and well-designed user experience for our clients.
When rolling out any new “product”, testing is key. So, we beta tested the portal with some courageous clients. Four of our existing clients used the new Client Portal for two months to complete fundings for their schools. During that time, we had some initial bug hiccups when we pushed the Client Portal live, but those were resolved quickly in just a few days. Because of our amazing client and internal staff “testers”, we were able tosuccessfully address all the concerns and suggestions that were made in the first month, and fortunately, the second month ran more smoothly.

The Result

Our new Client Portal means clients can now see what actions need to be taken (e.g., documents that need to be signed, delivered, or returned), on a detailed timeline, to help them more efficiently and more easily finalize their transaction. With this portal, we’re offering our school partners a ‘funding journey’ – from start to finish – that provides more transparency and clarity into what can be a very-opaque process.

“When we first started out in 2014, we had to print out all of the documents, and scan and email, and we had to hurry up and get those things in. And now we have the online portal which really positive. The online portal makes it all much, much easier.”
~Dr. India Ford, T2 Honors Academy

Want an inside look at our Client Portal in action? Watch this short tutorial video!

What’s on the Horizon?

While the Client Portal is ready for all of our clients (currently utilizing our working capital and facilities products) to transition into by the end of the year, we do have much bigger dreams for it. Our ultimate goal with the Client Portal is to provide more than just transactional information. In the future, we intend to provide clients with the ability to:
• Manage all aspects of their transactions (including servicing)
• Discover other products and/or services that support growth and success
• Access all of our handy charter school resources (such as this blog).
One thing that is certain: you have a dedicated, innovative team here at Charter School Capital who will continue to deliver the very best charter school resources, products, solutions, and services that we possibly can to continue our support of charter schools, their leaders, and the movement as a whole.


Charter School Capital logoSince the company’s inception in 2007, Charter School Capital has been committed to the success of charter schools. We provide growth capital and facilities financing to charter schools nationwide. Our depth of experience working with charter school leaders and our knowledge of how to address charter school financial and operational needs have allowed us to provide over $1.8 billion in support of 600 charter schools that educate 1,027,000 students across the country.
For more information on how we can support your charter school, contact us. We’d love to work with you!


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Charter School Capital Funding

The True Impact of Charter School Capital Funding

At Charter School Capital, we believe in the power of charter schools and their leaders to deliver quality education to families across the country. And we’re proud to provide the reliability and stability charter leaders require as they walk their journey to better educate more students today—and in the future. We were honored to get some of our customers and partners to share with us the true impact of charter school capital funding on their students and schools in this short video.
We are the nation’s leading provider of charter school financing including working and growth capital as well as facilities financing. Over the last 10 years, we’ve put more than $1.7 billion to work for 600+ charter schools educating more than 800,000 students across the country. Not only do we provide funding for charter schools, we also provide strategic planning for growth, financial planning, legislative and state budget insights, charter school resources, and an ongoing commitment to charter schools. To learn how some our clients and partners have been impacted by working with us, take a look at the video. The transcript can be found below.


Intro Speaker 1: I think funding for education, in general, is difficult, but in charter schools, we have some additional problems. One example is the hold-back situation
Intro Speaker 2:  For every dollar we’re spending, we’re suddenly only getting sixty cents back during the current year with the promise that next year we’ll pay you back. I mean that was a serious problem for us.
Intro Speaker 3: We’ve made commitments to students, parents, and teachers to provide a high level of education and, unfortunately with the state of the economy and the state of deferrals, we find ourselves having to find different options.

CHALLENGE ACCEPTED…


NOT A BANK

Ricardo Mireles, Executive Director, Academia Avance (RM): Starting the relationship with charter school capital is different from what we have experienced with other financial institutions and that they’re very focusing on the viability of the school going forward relative to the charter.

Frank Stucki, Chairman of the Board, Paladin Academy (FS): They have educators on staff, they understand the process, understand what running the school means, so they were different than any other lender that we had talked to. That was refreshing and important.
Dr. Bill Spira, Executive Director, Augsburg Fairview Academy (DBS): That’s something I think that is probably different with most banks, is that they really haven’t gotten the message that charter schools are a dynamic small business.
Dr. John Biroc, Principal, Charter High School of the Arts (DJB): You know, banks, financial institutions, and that seems to me like an awful lot of work that an awful lot of effort. We have bigger fish to fry. We’re trying to educate kids. And Charter School Capital has always stated to us in one way or another, we believe in you.
FS: Their commitment to the industry of charter schools is that I don’t. I don’t know anybody else out there doing that and that’s very, very important.

A RELIABLE OPTION

Becky Meyer, Executive Director, Academy for Science & Agriculture (BM): I never looked at selling receivables previously. Once I understood what it was and how we were going to guarantee our money, then it became a pretty easy process.
Paul Okaiteye, Director of Business Services, New Design Charter Schools (PO): It’s helped us to stay afloat, to be able to stay in business for our teachers and all the employees to have the confidence that when I go to work I can give my all and know that by the end of the period when I’m supposed to get my check, they will come on time.
DJB: They pay us the money up front and then we have the money to pay our teachers, to buy our textbooks, to keep the place clean, and to keep the whole school running.
Sandro Lanni, Founder & President, Charter School Management Corp. (SL): And there isn’t all the legal compliance once a receivable is sold, it’s sold and that’s it. So, it’s just much simpler, cleaner process and a lot of the other options.
Skip Hansen, Senior Vice President, Learn4Life (SH): Unless somebody is going to create vehicles in order for charter schools to really grow and have access to cash, then I’m going to open my arms up to any investors in any business that is going to make greater opportunities for kids to have more schools, have more books, hire teachers and all the things that we want to do.
DBS: The amount of time you have to spend convincing a skittish banker that you are worth taking the risk, is time you don’t spend focusing on your real needs. And that to me is fundamentally one of the structural values of financing by the sale of receivables. That’s a wonderful model.

A STEADY RELATIONSHIP

Sabrina Bow, Executive Director, New City Public Schools (SB): I view them as a close partner. It’s never been a doubt for me that Charter School Capital is deeply concerned, deeply interested in the well-being of schools.
RM: You’ve been working with charter school capital now for four years. They’ve been flexible, and they’ve been very professional, and they’ve allowed us to stay focused on our students.
Joanna Koenig, Engagement Director, Clifton/Larsen/Allen (JK): The knowledge that it’s a partnership long-term was very, very important. I don’t know how you can run a school when you never know if next year I’ll get that funding or not.
Xavier Reyes, Executive Director, Academia Moderna (XR): They want schools to be healthy financially and otherwise because at the end of the day, who they serve and who we serve are the same people.
PO: They’re very professional. They want to get you what you need.
BM: They spent a lot of time at our school. They got to know staff members. They got to know students and they worked with us. They seem to be proud of our accomplishments as any one of the members of our community would be.
Eric Mahmoud, Founder/CEO, BEST Academy (EM): It was more than just writing us a check. We had a very good relationship during the years that we’ve been using Charter School Capital.

BUILDING ON SOLID GROUND

JK: If we weren’t able to find an organization like charter school capital who was willing and able to provide the funding that we needed, I can’t imagine we would have survived.
PO: They have been a lifeline because they have come through for us at times when we needed it the most. And they have done things in the setting of timing that other institutions have not been able to do.
DJB: We need them. We need them desperately. And I could see where any charter school under these conditions would need Charter School Capital to keep their school alive.
EM: Now, I think it was a good business decision and as a result, we’ve been able to move our children where they need to be academically.
XR:  If it wasn’t for charter school capital, we would not be here today. We would not be serving those kids that need it really bad.
SH: I think we’ve served another 2000 students in the last two years because of the availability of cashflow financing. Those are 2000 kids that could on to cure cancer or do something really great in our society.
BM: I think they’re interested in making sure that charter schools are successful and that’s an important piece to me.
EM: Based on all the options that were available to us, Charter school capital was the best option.
Sandro Lanni, Founder & President, Charter School Management Corp.: In the end, that is why we’re all here and the bottom line is if this option was not around, there’d be a lot of kids that would not be able to participate in their local charter school because their local charter school would not be open.


Charter School Capital is committed to the success of charter schools and has solely focused on charter school capital funding since the company’s inception in 2007. Our depth of experience working with charter school leaders and our knowledge of how to address charter school financial and operational needs have allowed us to make a difference to students, schools, and communities across the country. Ask us how we can help your school.

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