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AboutLeadership, organizational structure, benefits, and business partners and affiliates

 

Business Partners

Barber & Barber Associates, Inc.

We provide educational consulting services and Medi-Cal/LEA billing services. Proudly works with CSBA on the Medi-Cal Services Program.

Contact: Dr. Vicki L. Barber

website Web Site email Email website (916) 947-6165

Dale Scott & Company

We provide California school districts with comprehensive financial advisory services including customized bond financing plans, election planning, cash flow financing, and continuing disclosure filing services.

Contact: Dale Scott

website Web Site email Email website (415) 956-1030

DFA-Actuaries, LLC.

We are dedicated to providing designer actuarial and related services to a broad range of clients, with an emphasis on public sector retiree healthcare and pension valuations. They can help guide you through the GASB 45 process in a painless and efficient manner, even if it's your first experience with an actuarial valuation. They know how to make you look good in the eyes of those who are relying on you to successfully manage your retiree medical plan's finances.

Contact: Brian Demsey

website Web Site email Email website (949) 291-1422

Donovan Group

The Donovan Group is a public relations and marketing firm that offers a wide variety of services, including communications planning, referendum assistance, surveys, video production, media relations, content creation, editing and graphic design and crisis communications services to public K–12 schools and districts across the United States.

Contact: Joe Donovan

website Web Site email Email website (414) 418-0512

McPherson & Jacobson LLC

CSBA, in partnership with McPherson & Jacobson, L.L.C., offers Executive Search Service to provide districts and county offices of education with a streamlined process to meet their executive hiring needs. From identifying possible candidates, to the selection of a qualified superintendent, Executive Search Services offers an extensive and comprehensive process that guides the board through this critical time with ease and professionalism.

Contact: Thomas Jacobson

website Web Site email Email website (402) 991-7031

Myers Stevens & Toohey

We are the leading student accident insurance provider in the west. We currently work with more than 20,000 schools that range from the smallest school districts to the largest with over 750,000 students.

Contact: Kevin Toohey

website Web Site email Email website (800) 827-4695

Orrick, Herrington & Sutcliffe LLP

We are the nation's top ranked bond counsel firm, we provide reliable, cost-effective, innovative services and solutions for all types of public finance matters. We also act as disclosure counsel, issues counsel and special tax counsel in connection with the issuance of tax-exempt bonds, as well as providing post-issuance services in connection with arbitrage rebate, continuing disclosure, IRS audits, SEC investigations, defaults and bankruptcies.

Contact: Lee Sutherland

website Web Site email Email website (949) 852-7727

PARS

PARS is the market pioneer and trusted provider of innovative retirement solutions exclusively for school districts and other public agencies. With over 35 years of experience, PARS has helped hundreds of school districts design and implement strategic retirement solutions that meet their specific organizational and budgetary needs. Our services include the OPEB Solutions Program (in proud partnership with CSBA) and the Pension Rate Stabilization Program (PRSP) designed in a combination trust to help districts address their OPEB (GASB 75) and Pension (GASB 68) liabilities. Other solutions include our well-known early retirement incentive program, the Supplementary Retirement Plan (SRP), and our Social Security alternative program, Alternate Retirement System (ARS).

Contact: Eric O'Leary

website Web Site email Email website (800) 540-6369

Piper Sandler

We are the nation's top underwriter of education financings, providing cost-effective assistance to schools for all their financing needs (e.g., TRANs, COPs and G.O. bonds). Proudly works with CSBA to provide the Cash Reserve and Certificates of Participation programs, part of the CSBA Finance and District Services Corporations.

Contact: Mark Adler

website Web Site email Email website (800) 876-1854

School Business Services of California, Inc.

We were founded in 1996 to assist local education agencies (LEA) recover reimbursement for health and mental health services provided to their students. In 1999, this expanded to include the Medi-Cal Administrative Activities (MAA) program, which provides LEAs partial reimbursement for certain health related outreach activities and some of the administrative costs of maintaining a health care delivery system.

Contact: Terry Rohl

website Web Site email Email website (877) 957-7272

School Innovations & Achievement

Since 2003, School Innovations & Achievement (SI&A) has been the back-office facilitator for most of California’s school districts and county offices of education, ensuring fiduciary responsibility to mitigate risks associated with the mandate and SARC programs. Today their signature product—Attention2Attendance®—has created a new standard as the foundation program of The Achievement Initiative: closing the achievement gap for all ethnicities, raising graduation rates and lowering dropout rates. SI&A’s award-winning technology and service products are helping districts create a culture of success: Join the movement! • Attention2Attendance® • Risk Management Program- Good Governance • School Accountability Report Card (SARC)

Contact: Erica Peterson

website Web Site email Email website (800) 487-9234

Total School Solutions

Total School Solutions is a full-service firm serving the interests of school districts and the students. We offer comprehensive services in the areas of education, budget and finance, facilities and planning, human resources, leadership and governance, operations, technology, professional development and legal compliance training. We help design solutions to enhance school districts’ performance, productivity, and viability.

Contact: Aaisha Ahad

website Web Site email Email website (707) 422-6393

U.S. Bank Global Corporate Trust Services

We proudly serve as the trustee for the Cash Reserve Programs, part of the CSBA Finance Corporation.

Contact: Sheri Ball

website Web Site email Email website (213) 615-6007