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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 Consulting/Underwriter

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

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

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

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

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

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

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

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