CASI Quarterly Trainings

Charter Authorizer Support Initiative (CASI) Quarterly Training schedule and information.

Charter Authorizer Support Initiative (CASI) Quarterly Trainings are virtual technical assistance sessions on a topic of authorizing responsibility, with opportunities for authorizers to collaborate with colleagues across the state.

CASI is a program implemented collaboratively by the California Department of Education (CDE), Charter Schools Division; the Santa Clara County Office of Education (SCCOE) Charter Schools Department; the Los Angeles County Office of Education (LACOE) Charter School Office; and the San Diego Unified School District (SDUSD) Office of Charter Schools.

CASI 2026 Quarterly Training Schedule

Scheduled Month	Event Details and Registration
October	The Charter Authorizer Support Initiative's (CASI) October 2026 Quarterly Training will be on the topic of Minutes, Money, and Material Concerns: Board Oversight Under AB 126. This session builds from the ground up: What does an authorizer actually expect of a charter school's governing board, and how do you monitor for it in practice? The training will start with the fundamentals, including board roles and responsibilities, quorum and composition requirements, and bylaw compliance. We will then move into hands-on monitoring techniques authorizer staff can apply directly: What to look for when reviewing board agendas and minutes, how to verify a board is following its own bylaws (including correct number and composition of members), the board's oversight role in the LCAP process, and additional red flags to watch for. The session closes with new AB 126 oversight obligations for authorizers, including the expanded material concern notification requirement, periodic review of financials (including credit card statements), and the new requirement that auditors consult with chartering authorities during audit planning. Participants will leave with practical tools for ongoing charter board monitoring. Friday, October 16, 2026, 9–11 a.m. CASI October 2026 Quarterly Training Zoom Registration

Scheduled Month

Event Details and Registration

October

The Charter Authorizer Support Initiative's (CASI) October 2026 Quarterly Training will be on the topic of Minutes, Money, and Material Concerns: Board Oversight Under AB 126. This session builds from the ground up: What does an authorizer actually expect of a charter school's governing board, and how do you monitor for it in practice?

The training will start with the fundamentals, including board roles and responsibilities, quorum and composition requirements, and bylaw compliance. We will then move into hands-on monitoring techniques authorizer staff can apply directly: What to look for when reviewing board agendas and minutes, how to verify a board is following its own bylaws (including correct number and composition of members), the board's oversight role in the LCAP process, and additional red flags to watch for.

The session closes with new AB 126 oversight obligations for authorizers, including the expanded material concern notification requirement, periodic review of financials (including credit card statements), and the new requirement that auditors consult with chartering authorities during audit planning. Participants will leave with practical tools for ongoing charter board monitoring.

Friday, October 16, 2026, 9–11 a.m.
CASI October 2026 Quarterly Training Zoom Registration

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Training Materials and Resources

The information in the materials and resources provided below, including recorded webinars, is accurate as of the date of presentation and/or date provided on the page.

Training Topic	Event Date	Training Materials and Additional Resources
Beyond the Moratorium: Essential Nonclassroom-Based Charter School Oversight	February 2026	CASI Bonus Quarterly Training, February 2026 (Video; 1:32:21) (Note: Portions of the video have been edited for length and content) February 2026 Quarterly Training Resource Page
Dependent Charter Schools	January 2026	CASI Quarterly Training, January 2026 (Video; 1:38:45) (Note: Portions of the video have been edited for length and content) January 2026 Quarterly Training Resource Page
Managing Charter Closures Responsibly	October 2025	CASI Quarterly Training, October 2025 (Video; 1:21:01) (Note: Portions of the video have been edited for length and content) October 2025 Quarterly Training Resource Page
Setting Up for Success: Annual Site Visits	July 2025	CASI Quarterly Training, July 2025 (Video; 1:29:14) (Note: Portions of the video have been edited for length and content) July 2025 Quarterly Training Resource Page
The Road to Renewal	April 2025	CASI Quarterly Training, April 2025 (Video; 55:26) (Note: Portions of the video have been edited for length and content) April 2025 Quarterly Training Resource Page
Charter Authorizing Oversight Best Practices	January 2025	CASI Quarterly Training, January 2025 (Video; 2:01:24) (Note: Portions of the video have been edited for length and content) January 2025 Quarterly Training Resource Page
Preparing the Authorizer Board for Charter Renewals	October 2024	CASI Quarterly Training, October 2024 (Video; 1:42:44) (Note: Portions of the video have been edited for length and content) October 2024 Quarterly Training Resource Page
Dashboard Alternative School Status (DASS)	July 2024	CASI Quarterly Regional Training, July 2024 (Video; 48:26) (Note: Portions of the video have been edited for length and content) July 2024 Quarterly Regional Training Resource Page
The Road to Renewal: Oversight Best Practices	April 2024	CASI Quarterly Regional Training, April 2024 (Video; 1:37:32) (Note: Portions of the video have been edited for length and content) April 2024 Quarterly Regional Training Resource Page
Authorizers and Charter School Facilities	January 2024	CASI Quarterly Regional Training, January 2024 (Video; 1:37:32) (Note: Portions of the video have been edited for length and content) January 2024 Quarterly Regional Training Resource Page
Charter Board Oversight	October 2023	CASI Quarterly Regional Training, October 2023 (Video; 1:34:58) (Note: Portions of the video have been edited for length and content) October 2023 Quarterly Regional Training Resource Page
Material Revisions to Charter Petitions	July 2023	CASI Quarterly Regional Training, July 2023 (Video; 2:01:26) (Note: Portions of the video have been edited for length and content.)
Survival Tips for Small Authorizers	April 2023	CASI Quarterly Regional Training, April 2023 (Video; 1:44:12) (Note: Portions of the video have been edited for length and content.) April 2023 Quarterly Regional Training Resource Page
Charter School Oversight and Renewal	January 2023	CASI Quarterly Regional Training, January 2023 (Video; 1:22:19) (Note: Portions of the video have been edited for length and content.) January 2023 Quarterly Regional Training Resource Page
Fiscal Oversight	October 2022	CASI Quarterly Regional Training, October 2022 (Video; 2:03:53) (Note: Portions of the video have been edited for length and content.) October 2022 Quarterly Regional Training Resource Page
Teacher Credentialing	July 2022	CASI Quarterly Regional Training, July 2022 (Video; 1:52:32) (Note: Portions of the video have been edited for length and content.) July 2022 Quarterly Regional Training Resource Page
Annual Site Visits and Reports	April 2022	April 2022 Quarterly Regional Training Resource Page

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Questions: Charter Authorizer Support Initiative | CASI@cde.ca.gov | 916-322-6029

Last Reviewed: Thursday, September 03, 2026

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February 2026 Quarterly Training Resources (added 03-Sep-2026)
Information and resources from the bonus February 2026 Quarterly Training, presented by the Charter Authorizer Support Initiative (CASI).