Innovative Board Training Programs:
On-Site or Webinars!

At CharterSource we believe impactful school leadership is shared leadership. School leaders, board members, and families are integral to building a high-performing, sustainable organization. We provide board and leadership training leveraging resources to bring that to fruition.

Select our custom, on-site training designed just for your board. Planning for your annual board retreat? Our team can assist you with content to support your strategic initiatives. Or consider our convenient, online training to meet state-mandated training requirements.

CharterSource Guide to Diversity, Equity and Inclusion

Building bridges and unity around closing the opportunity gap requires deeper understanding and knowledge sharing. As we continue to support diverse boards, we believe a board with an equity-focus will drive organizational decisions that will more effectively serve their families. In partnership with local and national partners, we have developed a DEI Guide to provide pathways for integrating equity-focused governance and oversight. 

Board Webinar Series

Our online educational sessions are hosted by industry leaders and special guests. We cover a wide variety of topics to ensure your board has the resources they need to govern effectively. Board members appreciate the option to access this platform for many reasons:

  • View and listen to online webinars from the comfort of your own computer
  • No travel expense required or time away from work.
  • Year-round access allows for revisiting content if needed.
  • Board Basics Series provides the state-mandated Requirements for Governance, Finance & Employment Law
  • One-hour of governance coaching via email or phone included in the purchase of the webinar series.
  • Series includes templates presented in webinars.

Webinar series is complimentary for CharterSource board management software clients


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Board Basics Series

New Board Member Basics From committee structure, composing minutes, setting board goals, milestone check-in to School Leader Dashboards, we will guide you through the framework for effective board governance. Included in materials are frameworks and samples for implementation.

Practices of High Performing Boards This is designed for charter schools that are invested in moving their leadership to the next level of performance. Learn about tools and practices of exceptional boards and how to apply them to your charter school board. Understand how a shared appreciation of accountability and engagement can foster strong outcomes for your charter school.

Charter School Budget Basics Learn the fundamentals of charter school funding. Understand the role of the board in financial oversight and the cycle of a charter school budget. Review key assumptions of what drives revenue and expenses in a charter environment.

Top 10 Misconceptions of Open Meeting Law Understand best practices to conduct your board meetings and procedures with care. Designed to help charter schools move their organizations forward efficiently without exposing the school to risk.

Employment Law Understand the foundation of employment law and the board’s roles and responsibilities. Learn about employment data practices and what information is required to be public. Also, review the fundamentals of discrimination and retaliation/whistle-blower claims. Our expert presenter, Jim Martin, will also share the tenants of at-will employment.

Open Meeting Law Deep Dive  Learn from our guest expert, Jim Martin of Martin Law Firm. Understand the fundamentals of Open Meeting Law as it pertains to board work and conduct. From email and voicemail communications to abiding by notice requirements, ensure your organization is in compliance. 

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Board Infrastructure Series

Understanding Student Data – MCA Learn more about the Minnesota Comprehensive Assessment to understand your school’s academic performance. Collaborate with school leadership to design tools to best oversee school outcomes.  Student Data Expert, Dan Wick, from EdOps and Karen Klinzing, former Assistant Deputy Commissioner of MN Department of Education team up to deliver what should be most important to board members.

Understanding Student Data – NWEA MAP  Understanding student progress and growth is one reason why school leaders use NWEA MAP. This nationally normed test offers an abundance of information. Partner with your school leadership team to optimally utilize this resource to improve board knowledge and oversight.  Experts Dan Wick and Karen Klinzing impart foundational information to guide and improve board proficiency.

Succession Planning: Why It Matters Shield your school from risk by making an annual succession plan review a priority.  Careful planning of job responsibilities and crisis management procedures, will be reassuring should the unexpected happen. Both board and school leadership transition plans will be reviewed.

Leadership Performance Review Developing a unified team between the Board and school leadership is vitally important to the health of the school. Clear communication and strong development/support systems for school leadership is paramount. Walk through the review process from setting school goals, utilizing board dashboards to incorporating milestone checks. This session will discuss potential 360 and development plan to provide a comprehensive process.

Crisis Management and Communications Our guest expert, Michelle Lawless of Media Minefield, will guide us through the tenets of developing a communications plan. Jim Martin, Martin Law Firm LLC, will also provide important context to ensure legal compliance. Karen Klinzing also provides insight from a school leader perspective managing messaging and data privacy.

Authorizer Panel: Proactive Steps to Avoid Common Pitfalls Learn about common missteps of charter school oversight. Our panelists of authorizers will share their observations of lessons learned and suggested best practices.  From policy review suggestions to onboarding practices for new board members, this session will provide useful insights to adopt as an organization.

Teacher Licensure Update (3.23.21) Learn more about Minnesota Teacher Licensing with our guest, Josh Crosson, Executive Director of EdAllies.  Josh will share how current potential legislation will impact our teachers of color and all those who aspire to serve.  To build high-quality options for Minnesota kids, learn how you can support this evolving issue.

You’re New Board Chair-Elect, Now What? The board chair plays an invaluable role in ensuring board stability, engagement, organization, culture, and fulfillment of the school’s mission. We provide an overview of key responsibilities: understanding board operations; employing best meeting management practices, building board culture, and managing crises. Learn more about how you can launch your first year with confidence.

Board Engagement – A Stanford Study   Question often asked is how to increase board engagement which is a common issue for many boards. Learn from a Stanford Study of over 900 board members and leaders. Explore strategies to encourage and improve participation for more effective oversight. 

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School Operations, Finance and Facilities

Charter School Facilities (Part 1 and Part 2) Learn about the basics of charter school facilities planning from budgeting, space allocation to the actual search. Both webinars will provide insight into finding the right location based upon your school’s target audience. Learn about tools for calculating space needs and project timing. Also, understand the financial considerations of leasing vs. buying.

Our featured speaker is Tyler Baier, who has over a decade of experience and most recently served as Chief Business Officer at Bright Stars Schools Charter Network in Los Angeles, California.

Creating An Affiliated Building Company Learn from experts in this field regarding best practices for forming and implementing an Affiliated Building Company. Understand the statutory requirements and steps to establish a new non-profit including your long-term growth and expansion plans. Review case studies of schools that have successfully completed this process and the challenges they encountered.

Managing Grievances Effectively and Efficiently Jim Martin of Martin Law Firm PLLC and Emily Cooley of Creatively Focused, discuss the importance of boards understanding general school and special education compliance.  Managing complaints appropriately is the role of leadership and the board to ensure compliance with state law. Learn more about how you can help your board mitigate legal, reputational, and financial risk.

Minnesota Case Study: Eminent Domain Learn more about the journey of East Range Academy of Technology and Science in Eveleth, Minnesota. Founder and leader, Amy Hendrickson, will share the legal and stakeholder management challenges of their experience. Craig Kepler, real estate attorney at Best & Flanagan, will deliver the legal perspective regarding eminent domain and how that impacts the Minnesota charter sector.

Enhanced Data Privacy Practices  As part of state-mandated training, leadership needs to understand data privacy from both state and federal guidelines. In addition to our Employment Law webinar, expand your knowledge of these important concepts.  Minnesota attorney, Jim Martin and Education Policy and Leadership expert, Karen Klinzing, will do a deep dive into enhanced data privacy practices. As a risk mitigation strategy, board should understand the nuances of these important statutes and the school’s organizational policies and procedures.

Diversity, Equity and Inclusion Series

We have researched and curated opportunities for your board to develop awareness and skills to advance oversight with an equity lens.

Download Our DEI Board Planning Guide for 2021 →

Pandemic Series

Managing Elections During COVID-19 Learn more about managing board elections during this webinar featuring a discussion with attorney Jim Martin of Martin Law. We will discuss best practices and potential tools to ensure an effective election. We will address election issues related to the Governor’s executive orders, as well as review applicable MN statutes.

Scenario Planning During an Economic Recession We have assembled local expert panelists-leaders in transportation, charter school finance, governance, legislation, charter school law, and human resources.  They will lead us through scenario planning and offer ways to evaluate risk and take action when the implications of the pandemic are looming and unknown.

Student Recruitment in Global Pandemic Learn more about best steps forward for student recruitment and marketing given the current environment.  How should you adapt your current marketing strategies as you adjust to the multitude of complexities? Our discussion features Lyman Millard, founding partner of Bloomwell Group. They have partnered with national organizations and high-performing charter schools to help them achieve amazing results.

Understanding Open Meeting Law During COVID-19 As Charter School leadership and boards face difficult decisions during the pandemic, we need to continue to employ strong governance and be conscious of the parameters of Open Meeting Law. Please join Jim Martin (Martin Law), Beth Finch (CharterSource), and Karen Klinzing (CharterSource) for up-to-date information and answers to your questions. Published 3.27.20

Next Steps for School Leaders and Board Chairs

Subscribe your entire board and leadership team for $750 annually. When you subscribe, you have unlimited streaming access to all current webinars, as well as any additions throughout the year (including sample documents and one hour of coaching). Individuals may subscribe for $500 annually.

Next Steps for Board Members

  • School Leader/Board Chair will acquire the Board Webinar Series for the entire team or you may also purchase as an individual user for $500. 
  • School Leader/Board Chair will send link and code for access.
  • Watch our webinars anytime 24/7 within 365 days from the date of purchase including the ability to pause and return at your convenience.
  • Listen from any device including your computer, phone, or iPad.

Over 25 webinars for new and senior board members to complete your state-mandated training.

School Leaders need CEUs? CharterSource is approved as a training provider for leadership CEUs from the Board of School Administrators.

The presentation, board training materials, and content of these Webinars are presented for the educational use of each paying customer. Any reproduction, rebroadcast, or reselling of these webinars, or the content contained within, without the expressed written consent of CharterSource or webinar partners is strictly prohibited. The Webinar Series is not and should not be considered legal advice. Consult your school attorney for any legal matter of concern. Please contact us if you have any questions. 

We are grateful to our Webinar Series partners and our national and Minnesota industry experts for their commitment to providing quality services.