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About Leadership, organizational structure, benefits, and business partners and affiliates

Business Directory

This directory contains contact information for CSBA's Business Affiliates who provide services and products to school districts and county offices of education. Select a category below to see a listing of affiliates that provide the service or product you're interested in, or simply scroll through the page to see all affiliates.

Bond Planning

Caldwell Flores Winters, Inc.

We provide Planning, Financial Advisory and Program Implementation services to school districts throughout California.

Contact : Rosa Perez

website Web Site email Email website (510) 596-8170

California Financial Services

We are a full-service financial and facility planning firm advising on bond sales, preparing State facility eligibility/grant applications and negotiating developer fees/mitigation agreements. Our subsidiary, KeyAnalytics, provides professional staffing and proprietary software that consolidates multiple revenue sources and projects into easily useable information for staff, oversight committees and the public. KeyAnalytics also tracks ongoing bond and SFP grant compliance activities. CFS maintains offices in Orange County, Roseville and Santa Rosa.

Contact : Michael Dodge

website Web Site email Email website (209) 595-0791

CliffordMoss

We are here to help you tell your story. If your goal requires community, political, or electoral success, they can deliver. The apporach combines significant winning political experience with fresh thinking innovative tools, and a spirited belief that people support what they help create. Their services: political strategy, election feasibility/planning, public information, and effective ground and online campaigns. CliffordMoss. What's your story? Let us help you tell it.

Contact : Bonnie Moss

website Web Site email Email website (707) 757-9023

Colbi Technologies, Inc.

We provide Account-Ability software for school building programs. Account-Ability provides problem-solving tools to develop your plan, reporting tools to track implementation against your plan, and internal control tools to adjust your plan for a successful completion of your building program.

Contact : Jon Patterson

website Web Site email Email website (714) 505-9544

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

Dannis Woliver Kelley

We are a full service education law firm focused entirely on serving the legal representation needs of California public school districts, county offices of education, community colleges and other educational organizations. Established in 1976, DWK was one of the first California law firms to devote its practice to governing boards, public schools and education. With seven offices throughout California, DWK provides preventive, practical and cost effective legal counsel on key issues surrounding your core mission--the education of students.

Contact : Nancy Kumamoto

website Web Site email Email website (415) 543-4111

Fieldman, Rolapp & Associates, Inc.

We are a California-based financial advisory (municipal advisor) that serve school districts and other public agencies. Fieldman, Rolapp & Associates was founded in 1966 and assist with all forms of debt including General Obligation Bonds, Certificate of Participation and Community Facilities Districts.

Contact : Adam Bauer

website Web Site email Email website (949) 660-7303

George K. Baum & Company

Founded in 1928, George K. Baum & Company (GKB) has been an industry leader in financing our nation’s infrastructure through the structuring, underwriting and marketing of municipal securities. GKB maintains offices in 23 U.S. cities, including Sacramento and San Francisco. Some of GKB’s primary specialty practices include K-12, higher education, housing, general municipal government, transportation, renewables and healthcare.

Contact : Samuel Smalls

website Web Site email Email website (916) 444-7890

Isom Advisors

We are a full-service planning, campaign, and financial advisory firm that serves California school districts. Our team has worked with both large and small school districts throughout the state and continues to be a leader in this industry. With over 25 years of experience providing innovative solutions and the highest level of service. Our staff has not only been the most active, but the most successful in assisting school districts improve their facilities and their general fund in recent years.

Contact : Jon Isom

website Web Site email Email website (925) 478-7450

Lozano Smith, LLP

We are proud to partner with California’s school districts as a leader in education law. We are constantly finding ways to integrate passion and innovation into our legal counsel in an effort to support you and your district. It started nearly 30 years ago when our founding partners chose to focus on relationships and accessibility. Today our clients have the benefits of a large firm with 9 offices throughout California, but with the comfortable relationships of a small firm. Every day we see school district leaders experiencing new and unforeseen issues, which is why you deserve a law firm that covers every area of education law. We are unique in that we essentially operate as would in-house counsel, and our team of more than 90 Lozano Smith attorneys is available at the moment you need us and fully-informed about your needs. www.LozanoSmith.com

Contact : Andy Garcia

website Web Site email Email website (800) 445-9430

McLiney And Company

We have developed the only 100% turn-key QZAB program. A QZAB is a qualified Zone Academy Bond. QZABS allows schools to borrow at little or NO INTEREST COST.

Contact : Joey McLiney

website Web Site email Email website (816) 221-4042

Raymond James

We are among the leading public finance bond underwriters in the nation and California, providing investment banking services to California’s school districts. Our services include the issuance of General Obligation Bonds, Certificates of Participation and financing for energy, equipment and other facilities.

Contact : Randy Merritt

website Web Site email Email website (949) 485-5903

RBC Capital Markets

We are one of the leading bond underwriters in California, specializing in school district, G.O. Bonds, Certificates of Participation and energy equipment lease financing.

Contact : Frank Vega

website Web Site email Email website (213) 362-4113

Stifel, Nicolaus & Company

We are the leading public finance firm in California providing bond underwriting services to California school districts. We assist school districts with the issuance of general obligation bonds, Mello-Roos special tax bonds, COPs and leases, and financings for solar and energy projects.

Contact : Bruce Kerns

website Web Site email Email website (415) 364-6839

Stradling, Yocca, Carlson, & Rauth

We are a public finance law firm serving as bond counsel and disclosure counsel throughout California.

Contact : Kerrigan Bennett

website Web Site email Email website (415) 283-2250

TBWB Strategies

We have 12 years of experience in providing school districts across California with election consulting services, helping raise over $13 billion for local school districts. We’ve had more success than any other firm and maintain over a 90% win rate. In 2016, in partnership with the Districts we serve, TBWB passed every single one of the school bond measures we had on the ballot.

Contact : Joy Tatarka

website Web Site email Email website (415) 291-1894 x227

WLC Architects, Inc.

We are a client-focused firm of talented, experienced professionals. The firm is passionate about creating timeless designs that are inspiring, valuable assets to the community.

Contact : Lisa Ryker

website Web Site email Email website (510) 815-2402