Attendance Details:

We ask all attendees to commit to being present throughout the entirety of the training. Please commit to attending all sessions, activities, and dinners for the duration of the event.


This is a best-in-class event accessible for Christian schools across the country. Each seat is valued at more than $2,000 and is completely covered by the Herzog Foundation as an investment in your school. The Herzog Foundation will cover all costs during the event including accommodation, meals, transportation, etc. Schools are expected to cover all travel costs to the event city.


*Agenda is subject to change.

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01/16/24 7:30 AM 01/16/24 8:00 AM America/Chicago Transportation to Training View session: https://herzogfoundation.connect.space/accounts/events/finance-jan-15-24/agenda/2024-01-16#session_row_24170 <br/> Transportation to Hobby Lobby FIT building: Meet in the hotel lobby at 7:15am, then depart on the bus at 7:30 AM. Breakfast and coffee will be served on-site. If driving separately, please arrive at Hobby Lobby&nbsp;by 8:00 AM. Hobby Lobby Finance and Technology (FIT) Building: 7700 SW 44th St, Oklahoma City, OK 73179 HF Organizational Development Series | Strategic Stewardship: A Finance Masterclass | Oklahoma City, OK training@herzogfoundation.com MM/DD/YYYY
7:30 - 8:00 AM Hobby Lobby Finance and Technology (FIT) Building: 7700 SW 44th St, Oklahoma City, OK 73179
Transportation to Training
Transportation to Hobby Lobby FIT building: Meet in the hotel lobby at 7:15am, then depart on the bus at 7:30 AM. Breakfast and coffee will be served on-site. If driving separately, please arrive at Hobby Lobby by 8:00 AM.
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01/16/24 8:00 AM 01/16/24 8:30 AM America/Chicago Breakfast and Morning Devotion View session: https://herzogfoundation.connect.space/accounts/events/finance-jan-15-24/agenda/2024-01-16#session_row_24171 <br/> Start your morning off right with a hearty breakfast&nbsp;and devotional to invite God in as we kick off the day. HF Organizational Development Series | Strategic Stewardship: A Finance Masterclass | Oklahoma City, OK training@herzogfoundation.com MM/DD/YYYY
8:00 - 8:30 AM
Breakfast and Morning Devotion
Start your morning off right with a hearty breakfast and devotional to invite God in as we kick off the day.
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01/16/24 8:30 AM 01/16/24 9:45 AM America/Chicago Session 2: The Realities of the Market & Creating Value View session: https://herzogfoundation.connect.space/accounts/events/finance-jan-15-24/agenda/2024-01-16#session_row_24172 <br/> <p dir="ltr"><strong>Learning Objectives:</strong></p> <ol><li dir="ltr"><p dir="ltr">Learn that economic (financial) principles apply equally to Christian and non-Christian organizations.</p></li><li dir="ltr"><p dir="ltr">Gain a basic understanding of the elasticity of demand and its practical application to strategic financial decision-making.</p></li><li dir="ltr"><p dir="ltr">Gain a better understanding of the evolving education market and the implications for the Christian school.</p><... HF Organizational Development Series | Strategic Stewardship: A Finance Masterclass | Oklahoma City, OK training@herzogfoundation.com MM/DD/YYYY
8:30 - 9:45 AM
Session 2: The Realities of the Market & Creating Value
Speakers
Rusty Campbell · Herzog Coach
Sadie Elliott · Herzog Foundation
Dr. Barrett Mosbacker

Learning Objectives:

  1. Learn that economic (financial) principles apply equally to Christian and non-Christian organizations.

  2. Gain a basic understanding of the elasticity of demand and its practical application to strategic financial decision-making.

  3. Gain a better understanding of the evolving education market and the implications for the Christian school.

  4. Learn the definition and importance of marginal value and its impact on enrollment.

  5. Review and discuss practical ways for increasing marginal value.

  6. Learn the framework for integrating a strategic financial plan with the school’s strategic plan, professional development plan, accreditation, and technology integration

  7. Learn the critical distinction between affordability and accessibility

  8. Understand the hidden financial burden and unintended negative consequences of tuition discounts, why they are fundamentally unfair and financially detrimental to a school's financial health


Activities:

  1. Changed Market and Culture Activity: Pair-up, discuss, and share

  2. Apple Video Activity: Discussion

  3. Applying Marginal Value

Session 2 Slides
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01/16/24 9:45 AM 01/16/24 10:45 AM America/Chicago Morning Working Session View session: https://herzogfoundation.connect.space/accounts/events/finance-jan-15-24/agenda/2024-01-16#session_row_24173 <br/> HF Organizational Development Series | Strategic Stewardship: A Finance Masterclass | Oklahoma City, OK training@herzogfoundation.com MM/DD/YYYY
9:45 - 10:45 AM
Morning Working Session
01/16/24 10:45 AM 01/16/24 12:00 PM America/Chicago Session 3: Organizational Practices for Financial Health View session: https://herzogfoundation.connect.space/accounts/events/finance-jan-15-24/agenda/2024-01-16#session_row_24176 <br/> <p dir="ltr"><strong>Learning Objectives:</strong></p> <ol><li dir="ltr"><p dir="ltr">Create organizational steps for school budgeting and accountability</p></li><li dir="ltr"><p dir="ltr">Discuss organizational reports for strategic picture initiatives</p></li></ol> <br> <br> <p dir="ltr"><strong>Activities:</strong></p> <ol><li dir="ltr"><p dir="ltr">Questions and Answers</p></li><li dir="ltr"><p dir="ltr">Collaboration</p></li></ol> HF Organizational Development Series | Strategic Stewardship: A Finance Masterclass | Oklahoma City, OK training@herzogfoundation.com MM/DD/YYYY
10:45 AM - 12:00 PM
Session 3: Organizational Practices for Financial Health
Speakers
Rusty Campbell · Herzog Coach
Sadie Elliott · Herzog Foundation
Jason Tindol

Learning Objectives:

  1. Create organizational steps for school budgeting and accountability

  2. Discuss organizational reports for strategic picture initiatives



Activities:

  1. Questions and Answers

  2. Collaboration

Session 3 Slides
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01/16/24 12:00 PM 01/16/24 1:00 PM America/Chicago Lunch Together View session: https://herzogfoundation.connect.space/accounts/events/finance-jan-15-24/agenda/2024-01-16#session_row_24174 <br/> Enjoy lunch on-site, provided by Swadley's Catering. Take a brain break, connect with your peers, or dive deeper into topics you learned about this morning! HF Organizational Development Series | Strategic Stewardship: A Finance Masterclass | Oklahoma City, OK training@herzogfoundation.com MM/DD/YYYY
12:00 - 1:00 PM
Lunch Together
Enjoy lunch on-site, provided by Swadley's Catering. Take a brain break, connect with your peers, or dive deeper into topics you learned about this morning!
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01/16/24 1:00 PM 01/16/24 1:30 PM America/Chicago Who is the Herzog Foundation? View session: https://herzogfoundation.connect.space/accounts/events/finance-jan-15-24/agenda/2024-01-16#session_row_24175 <br/> Learn about how the Foundation started, our mission, and ways to get involved with us! HF Organizational Development Series | Strategic Stewardship: A Finance Masterclass | Oklahoma City, OK training@herzogfoundation.com MM/DD/YYYY
1:00 - 1:30 PM
Who is the Herzog Foundation?
Speakers
Rusty Campbell · Herzog Coach
Sadie Elliott · Herzog Foundation
Learn about how the Foundation started, our mission, and ways to get involved with us!
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01/16/24 1:30 PM 01/16/24 3:45 PM America/Chicago Afternoon Coaching Sessions View session: https://herzogfoundation.connect.space/accounts/events/finance-jan-15-24/agenda/2024-01-16#session_row_24178 <br/> 1:30pm - 1st round of coaching sessions begin<br> 2:40pm - 2nd round of coaching sessions begin HF Organizational Development Series | Strategic Stewardship: A Finance Masterclass | Oklahoma City, OK training@herzogfoundation.com MM/DD/YYYY
1:30 - 3:45 PM
Afternoon Coaching Sessions
Speakers
Rusty Campbell · Herzog Coach
Sadie Elliott · Herzog Foundation
Dr. Barrett Mosbacker
Alan Pue · The Barnabas Group
Matt Skinner · Heritage Preparatory School
Jason Tindol
1:30pm - 1st round of coaching sessions begin
2:40pm - 2nd round of coaching sessions begin
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01/16/24 3:45 PM 01/16/24 5:15 PM America/Chicago Session 4: Tuition Strategies View session: https://herzogfoundation.connect.space/accounts/events/finance-jan-15-24/agenda/2024-01-16#session_row_24177 <br/> <p dir="ltr"><strong>Learning Objectives:</strong></p> <ol><li dir="ltr"><p dir="ltr">Understand and accept that tuition setting should be a formula, not a conversation.</p></li><li dir="ltr"><p dir="ltr">Reinforce the difference between “affordable” and “accessible.”</p></li><li dir="ltr"><p dir="ltr">Understand the critical levers that drive revenue and expenses.</p></li><li dir="ltr"><p dir="ltr">Create a different perspective on comp & benefits.</p></li><li dir="ltr"><p dir="ltr">Underst... HF Organizational Development Series | Strategic Stewardship: A Finance Masterclass | Oklahoma City, OK training@herzogfoundation.com MM/DD/YYYY
3:45 - 5:15 PM
Session 4: Tuition Strategies
Speakers
Rusty Campbell · Herzog Coach
Sadie Elliott · Herzog Foundation
Matt Skinner · Heritage Preparatory School

Learning Objectives:

  1. Understand and accept that tuition setting should be a formula, not a conversation.

  2. Reinforce the difference between “affordable” and “accessible.”

  3. Understand the critical levers that drive revenue and expenses.

  4. Create a different perspective on comp & benefits.

  5. Understand the primary driver of value.

  6. Recognize the message communicated by tuition.

  7. Recognize the need for a comprehensive tuition strategy.

  8. Dispel the myth that “my school is different.”

  9. Create a desire to develop a plan to move towards hard income coverage and that is possible, even if it takes several years.


Activities:

  1. Small group activity: how and what does tuition communicate about a school?

  2. Small group activity: how and what does the process of setting tuition communicate about a school, and more specifically, about the leadership of the school?

Session 4 Slides
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01/16/24 5:15 PM 01/16/24 6:00 PM America/Chicago Session 5: Guest Panel View session: https://herzogfoundation.connect.space/accounts/events/finance-jan-15-24/agenda/2024-01-16#session_row_24179 <br/> HF Organizational Development Series | Strategic Stewardship: A Finance Masterclass | Oklahoma City, OK training@herzogfoundation.com MM/DD/YYYY
5:15 - 6:00 PM
Session 5: Guest Panel
Speakers
Rusty Campbell · Herzog Coach
Sadie Elliott · Herzog Foundation
01/16/24 6:00 PM 01/16/24 7:00 PM America/Chicago Dinner Together View session: https://herzogfoundation.connect.space/accounts/events/finance-jan-15-24/agenda/2024-01-16#session_row_24180 <br/> Enjoy dinner on-site, provided by Swadley's Catering,&nbsp;and continue to build relationships with those around you. HF Organizational Development Series | Strategic Stewardship: A Finance Masterclass | Oklahoma City, OK training@herzogfoundation.com MM/DD/YYYY
6:00 - 7:00 PM
Dinner Together
Enjoy dinner on-site, provided by Swadley's Catering, and continue to build relationships with those around you.
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01/16/24 7:00 PM 01/16/24 7:30 PM America/Chicago Transportation to Hotel View session: https://herzogfoundation.connect.space/accounts/events/finance-jan-15-24/agenda/2024-01-16#session_row_24181 <br/> Great job getting through the second night! Get some rest and be ready to dive in tomorrow. Omni Oklahoma City Hotel | 100 Oklahoma City Blvd, Oklahoma City, OK 73109 HF Organizational Development Series | Strategic Stewardship: A Finance Masterclass | Oklahoma City, OK training@herzogfoundation.com MM/DD/YYYY
7:00 - 7:30 PM Omni Oklahoma City Hotel | 100 Oklahoma City Blvd, Oklahoma City, OK 73109
Transportation to Hotel
Great job getting through the second night! Get some rest and be ready to dive in tomorrow.
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