(A) TeamThe schoolAbility Leadership Team is comprised of highly-skilled school financial management professionals with expertise in  financial management and human resources systems used by most school districts and charter schools in California, Arizona, New Mexico, Nevada, Colorado, and Texas.

The schoolAbility Leadership Team includes several Certified Public Accountants, former auditors, licensed business managers, experienced assistant business managers, and financial management software systems architects and developers with a combined experience in excess of 150 years.

Following are the schoolAbility Leadership Team biographies.

Alfredo Diaz, Founder and CEO

Alfredo has bachelor’s and master’s degrees in electrical and computer engineering from the University of California, Santa Barbara. He worked at International Business Machines Corp., for ten years, where he held a number of senior technical positions. While at IBM, Alfredo filed three US patents related to software systems architecture (US5566348,  US5450384, and US5440686). He also worked on several large‐scale, mission‐critical software projects for Fortune 500 companies, such as Baxter Healthcare and Philips Semiconductors.

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Alfredo founded ALSTEC Systems, Inc., a profitable information technology consulting firm in 1995. Under Alfredo’s leadership, ALSTEC Systems developed a student tracking system for  the University of Arizona and a 401(k) investment performance tracking application for PiperJaffray.

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Alfredo founded Apta Software, Inc., in 1997 and was deeply involved in the architecture and design of AptaFund, the first Internet-hosted financial management and human resources system for schools. He was instrumental in the sale and implementation of the early adopters of AptaFund including Sunnyside Unified School District in Tucson, Arizona, Alameda Unified School District in Alameda, California, and Springtown Independent School District in Springtown, Texas.

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In 2004, Alfredo founded Dirt Ventures, LLC., a Tucson-based land development company. His involvement in high-profile land transactions gave Alfredo insight into the complexities of urban planning, land use policies, zoning restrictions, and the challenges imposed on schools as a result of residential development and changing demographics.

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After Apta Software was acquired by Harris School Solutions in 2007, Alfredo formed Aerarium, LLC., to provide independent consulting, implementation, training, and value-added support services to his former AptaFund clients. In this capacity, Alfredo expanded AptaFund’s market share in California and made AptaFund the de facto standard financial management and human resources system for New Mexico charter schools, attaining a market share in excess of 95%.

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Alfredo re-branded Aerarium, LLC., as aptAbility when he relocated the company’s headquarters to Albuquerque, New Mexico, in 2011. Shortly thereafter, aptAbility became the fastest-growing provider of premium outsourced business office services for schools in New Mexico.

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Alfredo re-branded the company as schoolAbility in 2016 when it partnered with Escape Technology to make schoolAbility’s OEM branded version of Online 5 widely available to California charter schools and to school districts and charter schools outside of California.

Rebekah Runyan, CPA, VP Finance and Mentor Business Manager

Rebekah is a Certified Public Accountant (CPA) in the state of New Mexico and holds both a Bachelor and a Master of Accountancy degree from New Mexico State University. She is a New Mexico Licensed Business Manager Level II.

Rebekah has been working in the accounting field since 2004 and has over seven years of experience working with New Mexico schools in the capacity of providing Business Manager and external independent auditing services. In addition to her experience with New Mexico schools, she has a variety of experience in different areas of accounting including governmental, forensic, private, higher education, not-for-profits (including foundations) and public accounting.

Rebekah’s expertise includes governmental financial statement preparation, audit readiness and prep work, budget preparation and monitoring, policy formation, review and implementation of internal controls, analytical analysis of financial records, general ledger maintenance and clean-up, local and federal grant management and compliance, corrective action plans and plan execution for entities with audit findings, and governing board financial reporting.

Jolene Jaramillo, VP Software Services

Jolene has a bachelor’s degree from New Mexico Highlands University and is a New Mexico Licensed Business Manager Level II. Jolene has over twenty years of experience in New Mexico school systems. She worked for eight years as the business manager for West Las Vegas School District, overseeing a budget of over $33 million. She also managed the business office services department for an accounting firm, servicing seven New Mexico charter school clients.

Jolene has been instrumental in developing the schoolAbility Services model. Her expertise includes:

  • Maintaining the general ledger to produce financial statements for analytical and reporting purposes.
  • Developing and implementing strong internal control procedures.
  • Developing and implementing procedures to ensure compliance with state law.
  • Implementing checks and balances to safeguard school assets.
  • Reporting for state, local, and federal entities ranging from payroll, human resource, and financial statements.
  • Client communication, organization, preparation, and review of services delivery.
  • Preparing the annual budget for presentation to school boards and the New Mexico Public Education Department.
  • Financial audit preparation.
  • Training and supervising staff in all areas of the business office operations.

Gary Shaw, Director of TX Operations

Gary received his undergraduate degree in Composite Science from Texas Wesleyan University in 1984 and master’s degree in educational administration from Texas Woman’s University in 2000.

Gary has been involved in Texas public education for over 25 years. He has served 15 years as the Chief Financial Officer for Springtown Independent School District in Springtown, Texas, overseeing a $34 million annual budget.

Gary oversees the business office operations for schoolAbility clients in Texas. He is responsible for the oversight of all business office functions, including payroll, accounts payable, bank reconciliations, human resources, Federal grant management, audit preparation, the Texas Public Education Information Management Systems, budgeting, and governing board financial reporting.

Previously, Gary has served as a science teacher at the middle school and high school levels and as a district-level  technology director. Earlier in his career, Gary owned and operated a utility construction firm.

Barton King, Support Services

Barton has been involved with training, development, and support of school financial management software for the past 20 years. He helped design the initial user interface for the AptaFund financial management system and worked closely with Certified Public Accountants, school business managers, auditors, and developers to ensure it would meet the requirements of charter schools and school districts. His work with schoolAbility allows him to help schools leverage the power of a school’s financial management software to its fullest potential.

Barton also served as the Documentation and Production Manager for a company that developed software for early versions of wireless e-mail devices, pagers, and custom warehouse solutions. Barton also managed a weekly newspaper and printing facility.

Barton provides software support for the schoolAbility team in addition to consulting, implementation, and training services for schoolAbility clients.

Additional Resources

The schoolAbility team includes many professionals highly-qualified to deliver financial management and human resources systems implementation, training, consulting, value-added support, and comprehensive outsourced business office management services.

About schoolAbility

To contact schoolAbility for a confidential, no-obligation consultation, e-mail sales@schoolAbility.com or call (520) 780-1375.

Online 5 is a trademark of Escape TechnologyschoolAbility is a trademark of Aerarium, LLC.