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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.

Financial Services, Insurance and Employee Benefits

Alliance of Schools for Cooperative Insurance Programs

We are a member owned, non-profit JPA offering Property & Liability, Workers’ Compensation and Health Benefits. An Owner Controlled Insurance Program for school construction projects is also available. While affordable, broad coverage is provided, innovative, all-inclusive, member-focused services, training and resources are delivered at no extra cost. www.ascip.org

Contact : Nancy Anderson

website Web Site email Email website (562) 404-8029

California Schools Joint Power Association

We are one of the state's most experienced and among the top five largest school joint powers authorities in California.

Contact : Karla Rhay

website Web Site email Email website (909) 763-4900

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

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

Keenan & Associates

We provide innovative insurance and financial solutions for schools, public agencies and health care organizations. We are the experts you can rely on when it comes to employee benefits, risk management, claims services, and technology.

Contact : John Stephens

website Web Site email Email website (949) 940-1760 x5161

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

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

PARS

We design, implement and administer complete individualized retirement solutions that will reduce your school district’s costs, lower liabilities and enhance employee benefits. Our services include the innovative OPEB/Pension Combination Prefunding Trust that includes the OPEB Solutions Program (in proud partnership with CSBA) and the Pension Rate Stabilization Program (PRSP). We also offer early retirement incentive plans, alternative to Social Security plans and other specialized retirement plans.

Contact : Eric O'Leary

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

Piper Jaffray & Co.

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

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

Schools Excess Liability Fund

We are a not-for-profit, joint powers authority, that has been providing excess liability coverage for California Schools and colleges since 1986.

Contact : Lois Gormley

website Web Site email Email website (916) 553-3203

SchoolsFirst Federal Credit Union

We offer a full range of financial products and services to employees of eligible public and private schools, community colleges, universities, school districts and education foundations throughout the 10 Southern California counties. Immediate family members of existing members are also welcome to join.

Contact : Kristin Crellin

website Web Site email Email website (714) 466-8400

Self-Insured Schools of California - SISC

We provide the best coverage and service to our members while keeping costs affordable and stable.

Contact : Kristy Comstock

website Web Site email Email website (661) 636-4682

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 : Susan Lendway

website Web Site email Email website

U.S. Bank 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) 247-1143

VALIC

We have more than half a century of experience helping Americans plan for and enjoy a secure retirement. We provide real solutions for real lives by consistently offering products and services that are innovative, simple to understand and easy to use. We take a personal approach to retirement plans and programs, offering customized solutions for individual needs. We are committed to the same unchanging standard of one-on-one service we have delivered since our founding. We can help you live retirement on your terms.

Contact : Michelle Herman

website Web Site email Email website (916) 780-6037

Vavrinek, Trine, Day & Company, LLP

We are a certified public accounting firm that assists commercial, government, education, finance, heathcare and non profit clients with audit, tax and consulting services. Our firm is one of the largest providers of accounting services in the United States and has been providing personalized service for nearly 70 years. Please visit our website at www.vtdcpa.com

Contact : Dusty Nevatt

website Web Site email Email website (909) 225-3065