Bond Financing for Charter Schools

Purpose of this Harmony Leadership Luncheon Forum is to provide an overview of bond financing. Panelists will discuss how to help charter school movement through tax-exempt bond financing and discuss the importance of school bond financing, issues related to school bond, and facility financing specifically for growing charter school organizations.

Charter schools have witnessed dramatic growth considering the many obstacles they have to overcome.  One of the main obstacles is to acquire adequate school facility specifically finding facility financing.  Recently, some charter schools are taking advantage of tax-exempt bond financing to fund capital improvements and expansion.  Bond financing can be used for land acquisition, bricks and mortar, furniture, furnishings and equipment and many other costs associated with a school’s educational, recreational and charitable purposes, including refinancing of capital debt.

Please join us in our discussion of charter school bond financing, charter operations, financial needs and opportunities for investors.

Audience: Charter School Operators, Bond Counsels, Investors, Bankers, Legislators, State Officials, Charter School Board Members, and Educators.

Moderator:
Tom Zizka, Fox26 Morning News, TV Anchor/Reporter

Panelists:
Thomas Sage, Bond Counsel, Vinson & Elkins
Dr. Soner Tarim, Superintendent of Schools, Cosmos Foundation
Deborah S. Jones, Managing Director, Morgan Keegan
Tyrus Y. Sander, Business Banking Executive, Regions Bank
Laurie Bricker, Vice President, Jefferies & Company, Inc.

Program Agenda;

• 11:15 – 11:30: Welcome and Registration

• 11:30 – 12:00: Lunch

• 12:00 – 01:10: Presentations

• 01:10 – 01:20: Questions & Answers

• 01:20 – 01:30: Closing remarks

The Luncheon Forum will take place at the following location.  No lodging will be provided.

The Houston Club
Texas Room (10^th Floor)
811 Rusk Avenue, Houston

For questions, please call or e-mail;

Tel: 713-343-3333
E-mail: rsvp@harmonytx.org