Location: Sage Future, San Francisco

Unlock Your High Performance

The next chapter of Sage Future comes to San Francisco in April 2026.

Sage Future is an experience-driven event for leaders ready to cut through complexity, not add to it. Purpose-built to inspire and equip, you’ll leave this event with practical tools, greater clarity and the confidence to navigate what’s next.

Across compelling keynotes and expert-led sessions, forward-thinking speakers will explore the latest advancements in technology and AI, bringing practical tools and best practices to life. From the Main Stage to product-focused Super Sessions, our programming balances thought leadership with hands-on learning – helping you streamline operations, make confident decisions, and unlock long-term high performance.

Join a community of professionals focused on real solutions and progress. If you’re looking for an event that helps you work smarter, move faster and lead with trusted technology in an increasingly complex world, Sage Future is where it happens.

Representing CSBM at the event:
• Steve Reid, Chief Growth Officer
• Tia Murphy, Director of Consulting Services
• Raymond Alston, Senior Financial Manager
• Courtney Erickson, Senior Financial Manager

Starts on 04/28/2026, ends on 04/30/2026

For more information, please visit: https://events.sage.com/profile/web/index.cfm?PKwebID=0x18032abcd

Location: 2026 EdLoC National Convening, Los Angeles

The 10th Anniversary Convening is a homecoming. Whether you joined the Network in 2016 or just found your way to EdLoC this year, this milestone belongs to you. It’s a time to come home. To be seen. To honor what’s been built, reflect on what’s been weathered, and imagine what comes next—together.

For a decade, EdLoC has been a space where leaders of color can be fully themselves, share truth, spark ideas, and build solutions that transform systems. What began in April 2014—when Kaya Henderson, Aimée Eubanks Davis, and Layla Avila convened eighteen prominent Black and Latino education leaders to ask whether a new entity was needed to meaningfully improve the lives of children—has grown into a Network of more than 1,400 leaders nationwide. Through it all, we’ve stayed true to our founding vision: creating the rare conditions where leaders can connect, collaborate, and drive lasting change for young people of color.

Raj Thakkar, CSBM’s Founder and CEO, and Steve Reid, Chief Growth Officer, will be in attendance.

Starts on 04/29/2026, ends on 05/01/2026

For more information, please visit: https://www.edloc.org/2026-national-convening

Location: Ramp, 28 West 23rd Street, New York, NY 10010

We’re excited to be part of Ramp’s Summer Readiness Breakfast as a proud partner in association with ramp, BuyQ, and PSwrx!

Join us for breakfast on Wednesday, May 6^th, for a morning of networking & practical strategies to help finance leaders and operators prepare for the months ahead (and yes, plenty of coffee will be on hand).

We’re especially proud that our Chief Growth Officer, Steve Reid, will be taking the stage to share his perspective on driving growth and ops efficiency in today’s evolving landscape.

Starts on 05/06/2026, ends on 05/06/2026

For more information, please visit: https://events.ramp.com/summerreadinessbreakfast

Location: New Orleans, LA

Raj Thakkar will lead two sessions focused on the financial realities charter schools and networks are facing today, offering guidance for leaders making complex decisions.  

Full session information:   

Session 1: 1:00-2:00 p.m.

Financial Considerations When Merging Schools and Networks

If you recognize the writing on the wall early enough and see that closure is inevitable, a merger may be a last-ditch option to do the right thing by students and families. There have been independently operated charter schools absorbed into networks around the country, but now networks are starting to merge with each other as well. “Anything goes” in this post-pandemic age where rapidly scaling is matched by rapidly retracting or anything in between. Attendees will learn the many financial questions to be answered when merging schools and networks, which may be better received by all stakeholders affected, if executed responsibly.  

Session 2: 2:15-3:15 p.m.

The Fiscal Responsibility Method: A High-Level Overview & the Benefits of Speaking the Same Language

Finance is often viewed as broken when it is actually “work perpetually in progress” due to the growth rate of your school/network and capacity of your finance team. A consistent way of communicating the state of your finances may lead to more favorable views, where stakeholders know what’s working, what’s being worked on, and what’s on the back burner temporarily until it can be prioritized higher. Attendees will learn a high-level overview of the Method, delve into 10 of the 50 proven practices and discuss the benefits (and potential drawbacks) of using a common language statewide and nationwide. 

Starts on 12/11/2025

For more information, please visit: https://www.lacharterschools.org/annualconference

Location: Houston, Texas

We were grateful to take part in the 2025 NACSA Conference, joining so many inspiring leaders who are shaping the future of charter authorizing nationwide. Raj Thakkar’s session with David Greenberg on fiscal monitoring sparked thoughtful discussion around accountability, transparency, and how authorizers can best support schools in building sustainable operations.

The event was a powerful reminder of the collective impact that collaboration, innovation, and shared learning can have on strengthening the charter sector. Thank you to NACSA and all who made this year’s conference such a meaningful and motivating experience.

Location: Orlando, Florida

Reflecting on the Florida Charter School Conference + School Choice Summit
By Steve Reid, Chief Growth Officer, and Karen Daniels, President & COO – Charter School Business Management

The Florida Charter School Conference + School Choice Summit once again brought together education leaders, policymakers, and innovators dedicated to expanding access and excellence in Florida’s schools.

As attendees, we were inspired by the depth of dialogue, practical insights, and shared commitment to ensuring that every student benefits from a strong, sustainable learning environment. From governance and finance sessions to discussions on growth and accountability, the conference reinforced the importance of financial clarity and operational excellence in supporting educational outcomes.

At Charter School Business Management (CSBM), our mission is to empower schools with the knowledge, systems, and strategies needed to thrive. We’re grateful to have connected with so many passionate educators and leaders at this year’s summit—and we look forward to collaborating to build even stronger, more resilient school communities across Florida.

Location: Houston, Texas

Join us at NACSACON 2025! Raj Thakkar, alongside David Greenberg, will present “Fiscal Monitoring: Where is the Line in Oversight?” on October 22 at 3:15 PM CT.

Starts on 10/20/2025, ends on 10/23/2025

Location: Houston, Texas

Raj Thakkar and Collin Raymond had a great time in Houston at the Texas Charter Schools Conference! There was a wealth of information about enrollment challenges, ESA’s, and financial best practices being shared from schools, legislators, and other service providers. Thank you to everyone who attended our four sessions and engaged in deep conversation about succession planning, accountability, school closure, and managing the unexpected.

Location: Orlando, Florida

We look forward to attending the Florida Charter School Conference + School Choice Summit from October 14-16!  

Karen Daniels and Steve Reid are looking forward to meeting with other leaders, educators, and innovators to discuss what’s ahead for charter schools.   

#FCSC2025  

Starts on 10/14/2025, ends on 10/16/2025

Location: El Conquistador Resort Fajardo, PR

Exciting news! Karen Daniels and Steve Reid will present at the Northeast Regional Boys & Girls Club Conference alongside George Krupanski. Together, they will share insights on how nonprofits can approach mergers, acquisitions, collaborations, and integrations that will best serve their missions. 

Our Sessions: 

• From Strategic Alliances to Full Integration: Navigating the M&A Spectrum on Thursday, October 9th at 9:45 to 11:00 AM. Presented by Karen Daniels, Steve Reid & George Krupanski  

Starts on 10/07/2025, ends on 10/10/2025