As K-12 & charter school leaders face increasing financial pressure, finance and operations leaders are being asked to do more with limited resources while maintaining visibility, accountability, and compliance.
Join Ziegler’s Scott Rolfs and Adam Buchanan as well as their special guest, Ryan Belcher, Founder & CEO of Spendwise, for a practical discussion on today’s charter and K-12 finance landscape. This session begins by providing charter and private K-12 school leaders with an update on the municipal bond market as well as market reactions to recent events. Following the market discussion, Scott and Ryan will share strategies for managing budgets, navigating multiple funding sources, strengthening purchasing controls, and building scalable financial processes that support long-term success.
Recording Date: Thursday, October 8, 2026
Duration: 45 Minutes
PRESENTERS
RYAN BELCHER
Founder & CEO, Spendwise
ADAM BUCHANAN
Managing Director & Lead Underwriter, Ziegler Capital Markets
SCOTT ROLFS
Managing Director, Head of Ziegler K-12 & Charter School Finance