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  • ABOUT FCI
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Governing Board Best Practices

September 12, 2025 No Comments

We apologize that the audio for this session was not usable, and therefore we are unable to provide the video recording. However, the presentation slides are available below. In this session, Paul O’Neill shared essential best practices for charter school boards, focusing on structure, roles, ethics, and common challenges. He emphasized that boards hold ultimate responsibility for school governance in Florida, including ensuring mission fulfillment, academic success, operational effectiveness, and financial viability. A recurring theme was the need for clarity: boards must stay in their governance lane, set strategy, hold leaders accountable, and avoid drifting into day-to-day operations. The presentation also explored practical tools for effective governance, including the use of committees (such as finance, academics, and board development), conducting efficient meetings under Florida’s Sunshine Law, and using dashboards and strategic plans to guide priorities. O’Neill walked participants through real-world scenarios involving financial mismanagement, board conflicts, and under-enrollment, illustrating how boards should respond with professionalism, transparency, and adherence to duty of loyalty. He also highlighted the “Top Ten Pitfalls to Avoid”, such as neglecting training, ignoring the authorizer relationship, failing to monitor special education compliance, or allowing factions and overreach within the board. O’Neill concluded by reinforcing the principles of

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Strategic Planning

September 12, 2025 No Comments

We apologize that the audio for this session was not usable, and therefore we are unable to provide the video recording. However, the presentation slides are available below. This session, “Flags, Focus, and Future: The Power of Strategic Planning for Boards,” highlighted the critical role of strategic planning in helping charter school boards prepare for challenges and stay mission-focused. Using real-world scenarios such as declining enrollment, board succession, resource misalignment, and “in-the-weeds” distractions, the presenters demonstrated how the absence of a clear strategic plan often leads to reactive decision-making, instability, and missed opportunities. In contrast, boards with living strategic plans benefit from stability, efficiency, stakeholder confidence, and a clear roadmap for responding to both risks and opportunities . Edwards and Hines emphasized that effective strategic plans future-proof schools, clarify direction for all stakeholders, and ensure that board time is spent on what matters most—student outcomes, financial health, and mission advancement. They encouraged boards to integrate data-driven decision-making, establish clear priorities, and align resources with long-term goals rather than short-term fixes. The facilitators also urged boards to reflect on their own practices and identify at least one concrete step they could take in the next 90 days to strengthen or develop

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Navigating Charter School Human Resource Compliance and Administrative Challenges

September 12, 2025 No Comments

We apologize that the audio for this session was not usable, and therefore we are unable to provide the video recording. However, the presentation slides are available below. This session provided charter school leaders with a detailed overview of the HR compliance responsibilities and administrative challenges unique to charter schools. Jeffrey Wood and Maria Rojas explained that while autonomy allows schools flexibility in designing employment structures, it also requires careful adherence to state statutes on hiring, ethics, and background checks. They highlighted common mistakes schools make—such as failing to maintain proper onboarding documentation, neglecting performance evaluations, using outdated employee handbooks, or lacking a solid HR infrastructure—which often expose schools to complaints, investigations, and potential legal risks. The presentation walked participants through best practices across the entire employment cycle—pre-employment, during employment, and post-employment. Topics included the importance of clear offer letters and contracts, regularly updated handbooks and policies, consistent evaluations, and thorough performance documentation. Post-employment considerations were also addressed, such as separation agreements and restrictive covenants, including updates from Florida’s 2025 CHOICE Act that expand enforceability of certain agreements. The presenters concluded with key takeaways: maintain proper documentation, update policies regularly, and invest early in a strong HR infrastructure to ensure

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Government in the Sunshine

September 12, 2025 No Comments

We apologize that the audio for this session was not usable, and therefore we are unable to provide the video recording. However, the presentation slides are available below. This session provided an in-depth review of Florida’s Sunshine Law and its implications for charter school boards. Kathleen Schoenberg explained that all board meetings where official action is taken must be open to the public, with proper notice, minutes, and opportunities for participation. The Sunshine Law applies broadly, including to advisory committees, electronic communications, and even informal discussions between two or more board members when matters may come before the board. Schoenberg walked participants through requirements for meeting procedures—such as reasonable notice, accessible locations, and accurate recordkeeping—and emphasized that violations can render actions void or lead to penalties. The session also highlighted recent court rulings shaping how public comment rules are applied, including the 2024 Moms for Liberty v. Brevard County case. This case underscored the need for boards to ensure their policies are reasonable, viewpoint-neutral, and consistently applied, as inconsistent or overly broad enforcement can be deemed unconstitutional. Schoenberg reviewed examples from the news and stressed that while boards may adopt rules for orderly conduct, they must balance efficiency with protecting

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Governing Board & Authorizer Relationships

September 12, 2025 No Comments

We apologize that the audio for this session was not usable, and therefore we are unable to provide the video recording. However, the presentation slides are available below. This session, led by Paul O’Neill, focused on the critical relationship between charter school boards and their authorizers, emphasizing that trust, communication, and mutual understanding are the foundation for school success. O’Neill explained the importance of treating authorizers like valued partners, noting that boards should proactively share both successes and challenges while keeping transparency at the forefront. Participants were encouraged to reflect on their own experiences with authorizers and consider how proactive communication can strengthen these often-overlooked relationships. The presentation also highlighted common challenges and best practices for boards. O’Neill discussed barriers such as perceived lack of support, transparency concerns, and strained personal dynamics, illustrating these with real-world scenarios (e.g., financial shortfalls, leadership conflicts, or even positive events like major student achievements). He offered strategies such as inviting authorizers to school events, addressing conflicts early, and making careful choices about when and how to deliver bad news. To conclude, O’Neill shared the “Top Ten Pitfalls to Avoid” in board-authorizer relationships, including neglecting board training, ignoring financial oversight, failing to engage with special

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Choosing the Right Leader for your Charter School

September 12, 2025 No Comments

We apologize that the audio for this session was not usable, and therefore we are unable to provide the video recording. However, the presentation slides are available below. This session emphasized that choosing the right leader is the most important decision a charter school board can make. Lindsey Granger highlighted the unique challenges facing charter school leaders, including high attrition rates, heightened accountability, and the need for a broader skill set compared to traditional school leaders—spanning academics, finance, operations, and governance. She guided participants through a structured, seven-step approach to selecting and supporting a school leader, beginning with an honest assessment of the organization’s current performance and strategic priorities. The framework presented included identifying the critical competencies, both hard and soft skills, that a leader must possess; aligning the job description with organizational goals; and conducting a thoughtful search that may involve both internal and external candidates. Granger stressed the importance of involving stakeholders in the interview and selection process to build buy-in and ensure alignment. Finally, she reminded participants that hiring is only the beginning—new leaders must be actively supported with resources, mentoring, and clear expectations to succeed. By following this process, boards can position their schools for long-term

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Establishing A Strong Exceptional Student Education Compliance Framework

September 12, 2025 No Comments

We apologize that the audio for this session was not usable, and therefore we are unable to provide the video recording. However, the presentation slides are available below. This session provided participants with an introduction to the critical importance of exceptional student education (ESE) compliance for charter schools. Lindsey Granger outlined how schools must balance the delivery of quality services with adherence to federal, state, and local requirements, noting that compliance frameworks are essential for protecting student rights and avoiding costly corrective actions. She highlighted key areas of focus for boards and leaders, including documentation, communication, and oversight of service delivery. A major highlight of the session was the introduction of the Florida Charter Institute’s new ESE Compliance Tool, designed to help schools monitor and refine their practices. Granger demonstrated how the tool can serve as a guide for evaluating current programming, identifying gaps, and ensuring that policies and practices align with IDEA and state mandates. By using the tool as part of their ongoing compliance activities, schools can both strengthen special education services for students and remain confident in their legal and operational obligations.

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ESAs and Charter Schools: The Next Era of Education Choice

September 12, 2025 No Comments

We apologize that the audio for this session was not usable, and therefore we are unable to provide the video recording. However, the presentation slides are available below. This session explored how charter schools can position themselves as providers within Florida’s expanding Education Savings Account (ESA) program, which now serves over 120,000 students and generates more than $1 billion annually for educational services. Presenters outlined the approval process for public and charter schools, noting that 26 districts and 13 charter networks have already been onboarded as ESA providers, with many more in process or in discussion. Participants also examined Florida’s shifting education landscape, where more than half of K–12 students now attend an option of their parent’s choice. Slides highlighted growth in private scholarships, homeschooling, magnet programs, and personalized education programs, underscoring the need for charters to adapt their models. Jacobs and Dwenger stressed that by offering contract-based services to ESA families, charter schools can expand access, diversify funding streams, and better serve students in flexible, innovative ways.

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Recruiting & Retaining Dynamic Board Members

September 12, 2025 No Comments

We apologize that the audio for this session was not usable, and therefore we are unable to provide the video recording. However, the presentation slides are available below. In this session, Mark Cannon outlined practical strategies for building and sustaining dynamic charter school boards. He emphasized three core practices: strengthening board composition, making meetings meaningful, and cultivating ties between the board and the school. Strong recruitment processes focus on aligning skills and mission, ensuring diversity, and leveraging a governance or nominating committee to guide selection, onboarding, and succession planning. Cannon stressed that recruiting the right people—and letting go of those who no longer contribute effectively—is central to maintaining a high-functioning board. Beyond recruitment, Cannon encouraged schools to rethink board meetings to keep them engaging and impactful. Strategies include using consent agendas to streamline routine approvals, focusing time on high-level strategy, and incorporating “mission moments” that remind members why their work matters. He also emphasized the importance of healthy board-school relationships, built on trust, transparency, and open dialogue. Finally, Cannon addressed common challenges, such as managing difficult personalities or persistent pessimists, offering tools to redirect energy toward productive contributions and maintain a culture of respect and accountability.

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Panel Discussion

September 12, 2025 No Comments

This closing general session featured a wide-ranging panel discussion on the evolution of charter schools in Florida, current challenges, and opportunities for boards and leaders. Panelists reflected on the early days of the charter movement, when simply opening a school was enough to attract students, and compared that to today’s more competitive landscape where families have many school choice options. They agreed that schools now must clearly articulate their mission, demonstrate results, and actively engage parents to build trust and sustain enrollment. Compliance requirements, once minimal, have grown significantly, often creating barriers to innovation and placing new demands on school leadership. The conversation also focused on how boards can strengthen their effectiveness. Panelists urged board members to maintain a clear “north star,” such as a strategic plan, and spend more time on future planning rather than day-to-day compliance. They emphasized the importance of knowing their roles, asking questions without hesitation, and preparing thoroughly for meetings. Strong communication between boards, school leaders, and authorizers was highlighted as essential, with several speakers noting that transparency, trust, and proactive relationship-building can prevent crises and foster collaboration rather than conflict. Finances were another key theme. Panelists discussed the need for boards to diversify funding

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