Credit Outlook for Public K-12 and Charter School Sectors
Virtual Event
Senior analysts for public K–12 and charter schools discuss the latest enrollment trends, state funding dynamics, and general credit outlook for the sectors.
Public schools have seen significant financial support in recent years, thanks to robust state funding, substantial federal pandemic aid, and budget savings from teacher shortages. These factors have helped to improve financial results, even in the face of challenges such as student enrollment and absenteeism. We look "under the hood" of current financial positions to see how sector credit will evolve going forward as the effect of these pandemic-era supporting factors recedes.
- Demographic, migration, and competitive factors affecting public K–12 and charter school enrollment
- Outlook for per-pupil funding in the latest state budgets
- Teacher staffing, compensation trends, and other expense drivers
- End of federal pandemic aid and implications for school budgets and reserves
- Financing capital-impact of construction and borrowing costs
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SpeakersSusan Fitzgerald Managing Director – Public Finance Moody's Ratings
David Levett Vice President - Senior Analyst Moody's Ratings
Lauren Dahan Vice President/Senior Analyst Moody’s Ratings
Dan Simpson Vice President/Senior Analyst Moody’s Ratings
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Event Manager
If you have any questions about the event, please contact Suheylee Fragoso at Suheylee.Fragoso@moodys.com.
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Susan Fitzgerald is a Managing Director in Moody’s Ratings Public Finance Group, overseeing the healthcare, higher education, housing and municipal supported products ratings teams. Previously, she managed Moody’s global higher education and nonprofit team, covering over 700 colleges, universities, and nonprofit institutions worldwide. She has also been involved in various initiatives related to ESG analysis, charter schools, and public-private partnerships.
Susan’s other prior work experience includes managing the financial advisory practice at a boutique investment banking and advisory firm; serving as commercial credit analyst for a community bank; owning and operating an art gallery and a bed and breakfast; and as the assistant director of development, focused on foundation and corporate relations, for a graduate school.
Susan holds a Master’s degree in International Studies (European Studies and Economics) from The Johns Hopkins University, School of Advanced International Studies. Her A.B. degree in Diplomacy and World Affairs, with a minor in Economics, is from Occidental College, Los Angeles.
David is a Vice President on the Midwest Regional Ratings Team. He is the lead analyst for the City of Detroit and the City of Chicago. He was previously the lead analyst for Chicago Public Schools and Cook County, as well as the state lead for Illinois and Michigan local government credits. David has experience working in state government, local government and the non-profit sector. Most recently, he was a Financial Analyst for the City of Rochester Hills in Southeast Michigan. David holds a MPA degree from the University of Delaware and a BA in political science from Western Michigan University.
Lauren Von Bargen is a Vice President/Senior Analyst for the New York Local Governments Ratings Team and is the lead for credits primarily in Kentucky and North Carolina, as well as other states in the Eastern United States. Lauren has authored several articles on the stability of property tax revenues and water issues, along with other publications. She is a member of various taskforces, including those focused on cybersecurity, municipal utilities and contingent liabilities.
Prior to joining the New York Local Government Ratings Team, Lauren was a member of the Local Government Surveillance Team and the Municipal Supported Products Group. Lauren holds an MBA from New York University and a BS in Mathematics and Economics from the University of Delaware.
