NEW YORK, NY, February 8, 2023 – CSBM PRESENTING AT GALLAGHER’S 9TH ANNUAL CHARTER SCHOOL RISK MANAGEMENT SEMINAR

Gallagher’s Education Practice hosted their “Ninth Annual New York City Charter School Risk Management Seminar” at Mutual of America, 320 Park Avenue, New York, NY on February 8, 2023, from 8:30AM to 2:00PM to discuss top New York City Charter school issues with experts and charter school leaders.

Founder and CEO of Charter School Business Management (CSBM), Raj Thakkar, presented the first session of the day: “Becoming fiscally seCURE.”  He shared insights on mitigating risk with CSBM’s Fiscal Responsibility Method and a high-level summary of his forthcoming book about responsible financial management of charter schools, called “fiscally seCURE.”  The section of the book that he focused on during the seminar was one chapter, “CURE IX – Mitigate Risk Proactively: Maximize Stability & Minimize Disruptions.”

CSBM returned to the seminar as one of the five presenter organizations.  CSBM was joined by presenters from Cohen Schneider Law P.C., PKF O’Connor Davies, LLP, Mutual of America, and Gallagher Education Practice Leaders.  Together, the experts came together for insightful and collaborative dialogue with Charter School leaders.

If you would like more information about this topic, please call CSBM at (646) 448-8726, or email info@csbm.com.

To learn more about Gallagher: https://www.ajg.com/us/

To learn more about Gallagher’s K-12 Education Practice: https://www.ajg.com/us/gallaghers-education-practice-independent-schools/

The Gallagher Global Risk Management insurance practice brings together the nimbleness of boutique firm with the foundation of a global network. We reduce risk both national and internationally, and have the skill set, network and commitment to meet your company’s risk costs demands with customized solutions and dedicated teams.

CSBM serves as a back office provider, CPA and financial advisor to charter schools and charter management organizations.  As an advisor, we train boards, leadership teams and financial staff on their roles with financial oversight, management and implementation.  As a back office provider, we serve as the full finance team for many charter schools or fill in gaps by serving as the Chief Financial Officer, Controller or Accountant.