Printable View   Bookmark and Share       sign in

AboutLeadership, organizational structure, benefits, and business partners and affiliates

 

Financial Services

Barber & Barber Associates, Inc.

We provide educational consulting services and Medi-Cal/LEA billing services. Proudly works with CSBA on the Medi-Cal Services Program.

Contact : Dr. Vicki L. Barber

website Web Site email Email website (916) 947-6165

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

Citi

With the largest global footprint of any US financial institution and over 50 municipal securities professionals including a full-service municipal bond underwriting, sales and trading desk in CA, Citi is both a global and a local firm.

Contact : Victor Andrade

website Web Site email Email website (213) 486-7144

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

Eide Bailly

Vavrinek, Trine, Day & Co., LLP recently joined Top 25 CPA firm Eide Bailly, bringing more than 100 years of successful auditing, accounting, tax expertise and business consulting experience to serve you. Our combined firm is consistently ranked among the top five California CPA firms. Eide Bailly helps clients embrace the opportunities that change and innovation bring to the evolving business landscape and personal financial decisions, with offices throughout California, the West and Midwest.

Contact : Lindsay Gast

website Web Site email Email website 303-539-5933

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

KeyAnalytics, a division of California Financial Services

KeyAnalytics provides key professional support and information management software to enable school districts to clearly see options, challenges and obligations of ongoing bond programs and multi-year construction programs. In addition to tracking and standardizing compliant reporting of project revenue and expenditures with minimal additional staff time, KeyAnalytics also provides experienced consulting support to quickly answer district's questions regarding the State School Building Program, developer mitigation expenditure rules, and general municipal bond rules.

Contact : Michael Dodge

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

Koppel & Gruber Public Finance

We specialize in preparing developer fee studies (FJS and SFNA), Community Facilities District formation and administration, parcel taxes, continuing disclosure, CDIAC bond reporting and arbitrage calculations.

Contact : Lyn Gruber

website Web Site email Email website (760) 510-0290 ext. 303

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 & Associates

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

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

U.S. Bank Global 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) 615-6007