HJ Sims will be there – start a conversation with one of our expert education finance team members specializing in structuring and underwriting public sector and charter school financings.
Education Session:
School Daze: Navigating the Facility Financing Maze
November 15, 2022 | 2:00 pm – 3:15 pm
For many charter school leaders and their boards throughout the country, navigating the need for a high-quality facility remains one of their most significant organizational challenges. Add the backdrop of the COVID-19 pandemic and plotting a course through current and future facility needs has become an even more challenging exercise. Is your school planning a facilities expansion or renovation? Join us to learn the key to planning a successful facilities project and understand the potential cost of that project. During our session, a panel of charter school experts will introduce school leaders to the critical elements of project planning and creditworthiness. We will begin our session with a brief icebreaker to gauge who is in the room and their level of facility financing knowledge. Our three experts will then introduce the critical elements of facility project planning and credit worthiness. Following the panel, attendees will be guided through an exercise that estimates key facility project costs. To conclude the session, panelists will work with attendees in small groups to answer their facility financing questions. Attendees will walk away from our session with the tools to solve their facilities challenges.
Presenters:
- Kaiti Wang, Vice President, HJ Sims
- Crystal Langdon, Director of Lending, Local Initiatives Support Corporation
- Kelly Theofanis, Loan Officer, Charter School Financing, Local Initiatives Support Corporation
- Kahlmus Eatman, Chief Operating Officer, Pacific Charter School Development
Attendance:
- Robert Nickell, Executive Vice President
- Kaiti Wang, Vice President
