Learning Center

Business of Special Education Advocacy 2024

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This class is for Special Education Advocates who are starting a non-profit or for-profit advocacy business. The focus is on the practical issues of business formation (starting and operating), not on the specifics of special education advocacy. The class is designed for students who have successfully completed the SEAT 2.0 course or have experience/training as an advocate and now want to start a business entity and work professionally with students and families. The curriculum draws on the experience of advocates who started their own for-profit or non-profit business. It reviews the challenges, concerns, and solutions they developed over time. The class addresses business issues generally, as the laws impacting business operations differ among localities. The course includes information on business development, professional interactions and marketing strategies unique to advocates.

Shemica Allen

COPAA Instructor and TA, Special Education Advocate

Personalized Learning Solutions and COPAA

Shemica is an instructor for COPAA's SEAT 1.0, SEAT 2.0, The Business of Special Education Advocacy, and also works as a TA. She is also the founder of a Special Education advocacy business called Personalized Learning Solutions. Shemica began her teaching career in 2000 teaching cardiac education classes in two cardiac rehabilitation programs in the Dallas-Fort Worth Metroplex.  She kept advancing her career in the area of Special Education after she received her Principal certification and later gained experience as a Lead Case Manager/Response to Intervention Coordinator at a middle school in Crowley ISD, Special Education Team Lead at a high school in McKinney ISD, and Vocational Adjustment Coordinator in Garland ISD. She also has experience as a Content Mastery Teacher, Homebound Teacher, and In Home Trainer. Shemica has completed the Special Education Advocate Training (SEAT) 2.0 training through the Council of Parent Attorneys and Advocates (COPAA) which is a nationally developed and recognized year-long course that will help her better serve current and future clients.  She has attended hundreds of ARD/IEP, 504, and Student Support Team (SST) meetings. Shemica also has extensive training in facilitating Admission, Review, and Dismissal (ARD)/IEP committee meetings which requires effective  communication, problem solving, decision making, and conflict resolution.

Cynthia Daniels Hall

COPAA Board Member & Founder of Every Child Solutions

COPAA & Every Child Solutions

Cynthia Daniels Hall (NC), is the parent of children with diagnoses on the autism spectrum.  Cynthia is a special education advocate and owner of Every Child Solutions, a special education advocacy business. Cynthia is an COPAA board member, a Black American female born in the southeast, raised in the northeast, and now lives in North Carolina.  As a person who was raised in a family of educators, and as the parent of young adults with disabilities, she understands the process from a unique and personal perspective.  Cynthia understands how the inconsistent implementation of special education laws by public school systems affects parents and their children. As a military spouse, having lived in six states, she realizes that when helping parents obtain a free appropriate public education for their children in the least restrictive environment, any solution must be tailored to their individual child and their situation.  Cynthia interest in serving on COPAA's Board and as Chair of the Advocate committee is non-attorney special education advocate training that promotes the development of knowledge and skills to support, inform, and empower parent participation in the special education process.

Heather Eckner, M.A.Ed.

Director of Statewide Education & Outreach, Autism Alliance of Michigan

Autism Alliance of Michigan

Heather Eckner serves as the Director of Statewide Education & Outreach for the Autism Alliance of Michigan (AAoM) leading efforts under the organization’s education pillar which includes programs and strategic initiatives aimed toward systems change. Most notably are the statewide education coalitions that Heather convenes connected to special education at both the grasstops and grassroots levels.

She holds a BS in Accounting from the Pennsylvania State University and MA in Education from Ursuline College. In her role as an instructional assistant at Wayne State’s College of Education, she develops and delivers family programming to increase parents’ knowledge and confidence in navigating the special education system. Heather has general education classroom teaching experience comprising the inclusion of special education students and is the parent of children who receive special education services and supports. Heather’s extensive knowledge encompasses all areas of eligibility and the continuum of services in Special Education with a training emphasis in Autism Spectrum Disorders (ASD) and Dyslexia. 

Heather is a 2021 fellow for the Michigan Leadership Education in Neurodevelopmental and Related Disabilities (MI-LEND) program, an interdisciplinary leadership program that prepares emerging leaders with the goal of improving the health of infants, children, and adolescents with or at risk for neurodevelopmental disabilities and other related health care needs.

She is now in the Leadership Detroit Class XLII for 2022. Leadership Detroit is a community leadership program for executives in Southeast Michigan that aims to create awareness of key issues that affect the Detroit region and to challenge emerging and existing community leaders to bring about positive change in the community through informed leadership.

Heather’s dedication to advocacy is driven by her commitment to education and passion for social justice. She participates in various community roles as a member of the Rotary Club of Ann Arbor as well as serving on committees, executive boards, and by collaborating in advisory groups and coalitions.

David Jefferson

COPAA Board of Directors and Founder of Parent Support Arizona

COPAA and Parent Support Arizona

As a parent of special needs children, David understands and appreciates all of the difficulties parent’s face as they try and navigate the special education maze.  David formed Parent Support Arizona to ensure parents have a local resource and the tools they need to ensure their children’s educational needs are met. Over the past few years, David has sought administrative remedies through the State Department of Education, Office of Administrative Hearings OCR and FERPA.  David uses these experiences to provide civil rights advocacy, educational advocacy, parent training and represent parents in IDEA due process hearings in the State of Arizona.  In addition he offers self-help tools and resources that allow parents to advocate for themselves and on an equal footing with schools as they advocate for their children’s rights. 

Bonnie Klein

COPAA Instructor and TA, Special Education Advocate

COPAA

Bonnie’s journey in advocacy began when her own child entered the public school system in 2011, and she learned they were in need of special education supports and services. It quickly became apparent the special education system is complex, and she embarked on a personal journey to learn as much as possible about navigating it, to ensure her child received the supports and services they needed to succeed, and that their rights were being honored by the education system.

In 2018 she became a member of COPAA, completed their series of SEAT courses, and today she is a teaching assistant and instructor for COPAA’s SEAT program, continuing her journey by teaching others to advocate for special education students across the country.
She has worked with schools in Nevada and California to advocate for student needs and has gained a wealth of experience working with teachers and administrators not only as an advocate and parent, but as PTA President, school site council member, founding board
member of her school district’s first education foundation and currently sits on the Washoe County School District Superintendent’s Special Education Family Action Committee.

Bonnie also holds a BS in Business Administration, an MBA, and spent 10 years working in brand and corporate marketing before transitioning to a new role of parenting in 2006.

Key:

Complete
Failed
Available
Locked
Business of Special Education Advocacy Syllabus (2024)
Open to download resource.
Open to download resource.
Week 1: Class Introduction and Legal Structures
Hire Me Videos
Make 1 discussion post to continue.
Make 1 discussion post to continue. BEFORE CLASS: Share a link to a short video (about 1 minute) called “Hire Me” in this discussion. You can load your recording on the following platforms to generate a link to share in the discussion - YouTube, your Google Drive, Dropbox, OneDrive - whatever you use as long as you ensure it is not set to private so it can be viewed by your peers in the class.
Required Reading for Week 1
Open to download resource.
Open to download resource. Materials to Review Before Class: Pakroo, Introduction and Chapters 1-3 Handouts for those interested in Nonprofits (located in the Week 1 folder in the COPAA Connect Business of Special Education Advocacy Library): Budgeting for Nonprofits, Understanding Fee for Service Nonprofit Models, and Key Differences in Nonprofits and Not-for-Profits. Handouts of Business Plan Templates: Business Model Canvas in a Word doc and customized business plan template for this class. You are not required to use these templates, you can visit the Small Business Association (SBA) or Service Core Of Retired Executives (SCORE) for more free templates and pick the one that works best for you.
Business Plan Templates
Open to download resource.
Open to download resource. 3 business plan templates -pick one that works for you or use components from each and design your own. You can also search for your own template, as there are plenty of free templates online.
Week 1: Live Class
07/10/2024 at 1:00 PM (EDT)  |  Recorded On: 07/10/2024  |  125 minutes  |   Closed captions available
07/10/2024 at 1:00 PM (EDT)  |  Recorded On: 07/10/2024  |  125 minutes  |   Closed captions available
WEEK 2: Creating Your Business Plan
Required Reading For Week 2: Example Slide Scale
Open to download resource.
Open to download resource. Pakroo Chapters 4-7 Example sliding scale billing structure
Required Reading: Advocate Profit and Loss Template
Open to download resource.
Open to download resource.
Optional Week 2 Reading: Using AI To Write Your Business Plan
Open to download resource.
Open to download resource.
Week 2 Live Class
07/17/2024 at 1:00 PM (EDT)  |  Recorded On: 07/17/2024  |  125 minutes
07/17/2024 at 1:00 PM (EDT)  |  Recorded On: 07/17/2024  |  125 minutes
WEEK 3: Client Intake Process & Operations
Required Reading for Week 3
Open to download resource.
Open to download resource. * Materials to Review Before Class: Pakroo, Chapters 8-12 * Tips For Setting Boundaries At Work, Guide for Record Keeping from the Small Business Association (SBA), and What Special Education Advocates Need to Know About the Unauthorized Practice of Law.
Week 3 Templates - Client log, Client intake, Parent Authorization
Open to download resource.
Open to download resource.
Sample Contract
Open to download resource.
Open to download resource.
Week 3 Live Class
07/24/2024 at 1:00 PM (EDT)  |  Recorded On: 07/24/2024  |  114 minutes
07/24/2024 at 1:00 PM (EDT)  |  Recorded On: 07/24/2024  |  114 minutes
Time Management
Make 1 discussion post to continue.
Make 1 discussion post to continue. Post a question or a helpful idea about managing your time wisely by replying to the Manage Your Time thread.
WEEK 4: Marketing Your Small Business / Nonprofit
Market Research and Competitive Analysis Article Link
Recorded 01/11/2024
Recorded 01/11/2024 You also have textbook reading - Pakroo, Chapters 13-14
Social Media Marketing Article
Recorded 01/11/2024
Recorded 01/11/2024 Social Media Marketing - https://mailchimp.com/marketing-glossary/social-media-marketing/ (to view you can also click read) Textbook reading: Pakroo, Chapters 13-14
Email Marketing Article from Forbes
Select the "Read Article" button to begin.  |  5 minutes
Select the "Read Article" button to begin.  |  5 minutes
Article on Email Marketing From Influencer Marketing Hub
Select the "Read Article" button to begin.  |  5 minutes
Select the "Read Article" button to begin.  |  5 minutes
Week 4 Live Class
07/31/2024 at 1:00 PM (EDT)  |  Recorded On: 07/31/2024  |  100 minutes
07/31/2024 at 1:00 PM (EDT)  |  Recorded On: 07/31/2024  |  100 minutes
Marketing Discussion Question
Make 1 discussion post to continue.
Make 1 discussion post to continue. Post a summary of your marketing plan on the class forum (replying to the Marketing Plan thread) and provide constructive feedback on the marketing plan summaries posted by your peer(s).
WEEK 5: Difficult Situations
Week 5 Required Reading: Making School Decisions Post-Divorce - Difference Between Attorney and Advocate
Open to download resource.
Open to download resource. Required Reading for Week 5: * Pakroo, Chapters 15-17 * Making School Decisions for the Children Post Divorce and Differences Between Special Education Advocates & Attorneys
Week 5 Live Class
08/07/2024 at 1:00 PM (EDT)  |  Recorded On: 08/07/2024  |  110 minutes
08/07/2024 at 1:00 PM (EDT)  |  Recorded On: 08/07/2024  |  110 minutes
Optional Assignment: Business Plan
Graded as Pass/Fail
Graded as Pass/Fail Turn in your business plan (it can be draft, final, or can be partially complete) to receive personalized feedback on what you've completed thus far.
Business of Special Education Advocacy Survey
12 Questions
12 Questions The COPAA is conducting this survey to receive your feedback. We greatly appreciate your feedback about your experience, as it will help us to improve the course.