How to Prepare for a CSE or CSPE Annual Meeting

Law Offices of Joseph M. Fein
Group of special students in classroom

The Committee on Special Education (CSE) and Committee on Special Preschool Education (CSPE) annual meetings are critical for parents, educators, and professionals involved in special education in New York. These meetings help confirm that students with disabilities receive the right services and support tailored to their needs.

For many parents, preparing for these meetings can feel overwhelming, especially if they're unfamiliar with the special education process. However, taking the right steps—such as understanding the meeting’s purpose, gathering the necessary documentation, and working closely with school personnel—can make a meaningful impact.

At the Law Offices of Joseph M. Fein in Cedarhurst, New York, I know how important these meetings are and how proper preparation can influence their success. Thorough preparation helps build confidence and makes sure that all concerns are addressed during the discussion.

The Purpose of the Meeting

The primary goal of a CSE or CSPE annual meeting is to review the student’s Individualized Education Program (IEP) and make sure it aligns with their current educational needs and future goals. The meeting typically includes discussions on the child's academic performance, social and emotional development, and any necessary adjustments to their support services.

Key objectives include the following:

  • Reviewing progress toward previously set goals.

  • Identifying new challenges and areas for growth.

  • Updating or modifying the IEP to reflect the student's evolving needs.

  • Discussing necessary accommodations and related services.

  • Securing compliance with state and federal regulations.

Gathering Essential Documentation

Before the meeting, it's critical to compile all relevant documentation to present a comprehensive overview of the student's progress and needs. Essential documents to gather include the following:

  • Current IEP – Review the existing IEP to understand current goals and services.

  • Progress reports – Collect reports from teachers, therapists, and other service providers.

  • Evaluations and assessments – Include any recent psychological, educational, or developmental assessments.

  • Medical records – If applicable, provide medical documents that may impact educational planning.

  • Behavioral data – Any records of behavioral interventions or concerns.

  • Parent concerns – Prepare a list of observations and concerns regarding your child's progress.

While it’s not strictly required to have all of these documents, having one or more of them will provide evidence of the student’s progress and strengthen your stance.

Collaborating With School Personnel

To add to that, establishing a collaborative relationship with school personnel is essential for a productive meeting. Communication with the student’s teachers, therapists, and case managers before the meeting can help with the following:

  • Gain knowledge of the student’s progress and challenges.

  • Clarify any questions regarding services and accommodations.

  • Align expectations and assure all relevant information is presented.

Through collaboration with relevant school personnel, you’ll gain a wider perspective of the student’s progress, challenges, and goals, as well as a guideline for steps to move forward.

Developing Your Questions and Concerns

To advocate effectively during the meeting, it’s important to prepare specific questions and concerns ahead of time. Some key questions to consider include:

  • Are the current goals and objectives still appropriate for my child?

    • Asking this question helps you understand if what your child is currently working on is relevant to them. It also provides information that can be used to create or update a plan to achieve your child’s current goals.

  • What progress has been made over the past year?

    • The answer to this question will inform you on whether or not the current methods of instruction are effective, and what changes may need to be made to increase their effectiveness and impact on your child’s development.

  • Are there any additional supports or services that may be beneficial?

    • By having a conversion around this question, you may discover new support systems or services that could further help your child.

  • How will my child’s transition to the next grade level be supported?

    • This is a good question to ask to help teachers and support staff prepare to meet additional challenges that your child may face as they move up a grade level.

  • Are there any emerging concerns that need to be addressed?

    • Throughout the year, staff may notice things about your child. A CSE or CSPE annual meeting is a great opportunity to ask if they’ve noticed anything different or concerning about your child. If they have, this is a good time to discuss those concerns and create a plan to address them both at school and at home.

Your Rights

Additionally, it’s important to understand your rights as the parent or guardian. Parents and guardians have specific rights under the Individuals with Disabilities Education Act (IDEA) and New York State regulations. Familiarizing yourself with these rights will empower you to advocate effectively. Key rights include the following:

  • The right to participate in all meetings and decision-making processes.

  • The right to access educational records.

  • The right to request independent evaluations if disagreements arise.

  • The right to mediation or due process in case of disputes.

Understanding these rights as a parent or legal guardian helps you advocate for your child more powerfully, therefore getting them the best education and care possible. The CSE or CSPE annual meeting is a good time to bring up concerns or questions about your rights. 

A disability lawyer will inform you and help you understand your parental rights. To add to that, they may help you request records or evaluations as needed.

Preparing Your Child for the Meeting

Furthermore, involving your child in the preparation process can be beneficial. Once they’ve been in school for a couple of years, you may encourage them to share their thoughts on what is working well for them and what challenges they’re facing. Self-advocacy is a valuable skill that can enhance their confidence and engagement in their education.

Creating an Agenda

Also, having a structured agenda can help keep the meeting focused and productive. Your agenda might include:

  1. Introductions and review of the meeting's purpose.

  2. Discussion of the student’s progress and achievements.

  3. Reviewing proposed changes to the IEP.

  4. Addressing parental concerns and questions.

  5. Planning for the upcoming school year.

Planning an agenda in advance of the CSE or CSPE annual meeting helps you prepare your thoughts and talking points to have a more productive discussion about your child's educational needs and progress.

What to Expect During the Meeting

Moreover, during the meeting, you should expect a collaborative discussion among all participants. Participants in a CSE or CSPE meeting may include:

  • School administrators.

  • Special education teachers.

  • General education teachers.

  • Service providers (e.g., speech therapists, occupational therapists).

  • The parent or guardian.

  • The student (if applicable).

Participants will review data, discuss recommendations, and work together to create or adjust the student’s IEP.

Taking Notes and Following Up

Taking detailed notes during the meeting can help track decisions and assure follow-through on agreed-upon actions. After the meeting, request a copy of the updated IEP and review it for accuracy. If any concerns arise, address them promptly with the school.

Reach Out to the Law Offices of Joseph M. Fein

As an experienced special education attorney, I serve clients in Cedarhurst, Nassau County, Long Island, and throughout all of the five boroughs in New York City. Reach out to me at the Law Offices of Joseph M. Fein today to learn more about how I can help with your situation.