Strategic Stewardship: A Finance Masterclass | April 2025 | Dallas-Fort Worth, TX

Wednesday, April 23, 2025 — Friday, April 25, 2025
04/23/25 4:30 PM 04/25/25 12:00 PM America/Chicago Strategic Stewardship: A Finance Masterclass | April 2025 | Dallas-Fort Worth, TX Synopsis Leadership has two primary functions – people management and financial management. While Christian education is missional in nature, financial health is vital to the pursuit of excellence. During this masterclass, we will discuss how to cultivate a culture of generosity, position our school as a unique service rather than a transactional commodity, protect our finances from economic changes, and build up our revenue for increased salaries and programs. With the help of our expert coaches, you will explore the fundamentals of financial leadership. You will learn financial stewardship, establish a philosophy of resources, and have a better understanding of why market trends are critical to school sustainability. After unpacking these overarching ideas, you will dive into tactical opportunities designed to improve your school’s financial leadership through tuition setting, differentiating teacher pay, creating marginal value, and identifying financial health markers. Who’s It For? We strongly encourage at least two members from each organization attend together. This training is designed for the Head of School (or equivalent), chief financial officer (or equivalent), school board chair or treasurer, finance committee personnel, and aspiring leaders. This training is not ideal for your school’s accountant, bookkeeper, or controller unless that person serves as a part of the executive leadership team with strategic decision-making influence. Schedule Day 1: 4:30pm-8pm | Hotel provided | Allow ample travel time to be ready for our 4pm start Day 2: 8am-5:30pm | Hotel provided | Dinner on your own Day 3: 8am-12pm | Do not plan travel that would require you to depart early Herzog Foundation DFW 15100 Trinity Blvd #500, Fort Worth, TX 76155 United States Strategic Stewardship: A Finance Masterclass | April 2025 | Dallas-Fort Worth, TX training@herzogfoundation.com false MM/DD/YYYY

Herzog Foundation DFW

15100 Trinity Blvd #500
Fort Worth, TX 76155 United States

http://www.herzogfoundation.connect.space

Synopsis

Leadership has two primary functions – people management and financial management. While Christian education is missional in nature, financial health is vital to the pursuit of excellence. During this masterclass, we will discuss how to cultivate a culture of generosity, position our school as a unique service rather than a transactional commodity, protect our finances from economic changes, and build up our revenue for increased salaries and programs.

With the help of our expert coaches, you will explore the fundamentals of financial leadership. You will learn financial stewardship, establish a philosophy of resources, and have a better understanding of why market trends are critical to school sustainability. After unpacking these overarching ideas, you will dive into tactical opportunities designed to improve your school’s financial leadership through tuition setting, differentiating teacher pay, creating marginal value, and identifying financial health markers.

Who’s It For?

We strongly encourage at least two members from each organization attend together. This training is designed for the Head of School (or equivalent), chief financial officer (or equivalent), school board chair or treasurer, finance committee personnel, and aspiring leaders. This training is not ideal for your school’s accountant, bookkeeper, or controller unless that person serves as a part of the executive leadership team with strategic decision-making influence.

Schedule

Day 1: 4:30pm-8pm | Hotel provided | Allow ample travel time to be ready for our 4pm start

Day 2: 8am-5:30pm | Hotel provided | Dinner on your own

Day 3: 8am-12pm | Do not plan travel that would require you to depart early

Event Contact: Training and Events
training@herzogfoundation.com

Strategic Stewardship: A Finance Masterclass | April 2025 | Dallas-Fort Worth, TX

Wednesday, April 23, 2025, 4:30 PM — Friday, April 25, 2025, 12:00 PM CDT

04/23/25 4:30 PM 04/25/25 12:00 PM America/Chicago Strategic Stewardship: A Finance Masterclass | April 2025 | Dallas-Fort Worth, TX Synopsis Leadership has two primary functions – people management and financial management. While Christian education is missional in nature, financial health is vital to the pursuit of excellence. During this masterclass, we will discuss how to cultivate a culture of generosity, position our school as a unique service rather than a transactional commodity, protect our finances from economic changes, and build up our revenue for increased salaries and programs. With the help of our expert coaches, you will explore the fundamentals of financial leadership. You will learn financial stewardship, establish a philosophy of resources, and have a better understanding of why market trends are critical to school sustainability. After unpacking these overarching ideas, you will dive into tactical opportunities designed to improve your school’s financial leadership through tuition setting, differentiating teacher pay, creating marginal value, and identifying financial health markers. Who’s It For? We strongly encourage at least two members from each organization attend together. This training is designed for the Head of School (or equivalent), chief financial officer (or equivalent), school board chair or treasurer, finance committee personnel, and aspiring leaders. This training is not ideal for your school’s accountant, bookkeeper, or controller unless that person serves as a part of the executive leadership team with strategic decision-making influence. Schedule Day 1: 4:30pm-8pm | Hotel provided | Allow ample travel time to be ready for our 4pm start Day 2: 8am-5:30pm | Hotel provided | Dinner on your own Day 3: 8am-12pm | Do not plan travel that would require you to depart early Herzog Foundation DFW 15100 Trinity Blvd #500, Fort Worth, TX 76155 United States Strategic Stewardship: A Finance Masterclass | April 2025 | Dallas-Fort Worth, TX training@herzogfoundation.com false MM/DD/YYYY

Download Agenda

Agenda Highlights:

All guests are required to attend the training in full including all sessions, activities, breaks, and group meals.

Breaks and snacks will be provided at various times during the session blocks. During group meals, food options will be available to accommodate select dietary restrictions, such as gluten-free and vegetarian. Please plan accordingly for other dietary restrictions or preferences.

Agenda is subject to change.

Apr

APR

Thursday ico

	04/24/25 7:15 AM 04/24/25 7:15 AM America/Chicago Transportation to Training View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-april-2025-dallas-fort-worth-tx/agenda/2025-04-24#session_row_29417 <br/> Be in the lobby by 7:15 AM Strategic Stewardship: A Finance Masterclass \| April 2025 \| Dallas-Fort Worth, TX training@herzogfoundation.com MM/DD/YYYY 7:15 AM Transportation to Training Be in the lobby by 7:15 AM Less Info
	04/24/25 8:15 AM 04/24/25 12:00 PM America/Chicago Morning Sessions View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-april-2025-dallas-fort-worth-tx/agenda/2025-04-24#session_row_29418 <br/> Creating Marginal Value<br> Organizational Practices for Financial Health<br> Differentiated Pay HFDFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Strategic Stewardship: A Finance Masterclass \| April 2025 \| Dallas-Fort Worth, TX training@herzogfoundation.com MM/DD/YYYY 8:15 AM - 12:00 PM HFDFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Morning Sessions Creating Marginal Value Organizational Practices for Financial Health Differentiated Pay Less Info
	04/24/25 12:00 PM 04/24/25 12:45 PM America/Chicago Connection: Lunch Together View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-april-2025-dallas-fort-worth-tx/agenda/2025-04-24#session_row_29419 <br/> Connect with your peers over lunch! HFDFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Strategic Stewardship: A Finance Masterclass \| April 2025 \| Dallas-Fort Worth, TX training@herzogfoundation.com MM/DD/YYYY 12:00 - 12:45 PM HFDFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Connection: Lunch Together Connect with your peers over lunch! Less Info
	04/24/25 12:45 PM 04/24/25 5:30 PM America/Chicago Afternoon Sessions View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-april-2025-dallas-fort-worth-tx/agenda/2025-04-24#session_row_29420 <br/> Meet HF<br> Tuition Strategies Workshop<br> Coaching<br> Small Groups HFDFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Strategic Stewardship: A Finance Masterclass \| April 2025 \| Dallas-Fort Worth, TX training@herzogfoundation.com MM/DD/YYYY 12:45 - 5:30 PM HFDFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Afternoon Sessions Meet HF Tuition Strategies Workshop Coaching Small Groups Less Info
	04/24/25 5:30 PM 04/24/25 6:00 PM America/Chicago Transportation to Hotel View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-april-2025-dallas-fort-worth-tx/agenda/2025-04-24#session_row_29421 <br/> Strategic Stewardship: A Finance Masterclass \| April 2025 \| Dallas-Fort Worth, TX training@herzogfoundation.com MM/DD/YYYY 5:30 - 6:00 PM Transportation to Hotel
	04/24/25 6:00 PM 04/24/25 6:00 PM America/Chicago Connection: Dinner on Your Own View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-april-2025-dallas-fort-worth-tx/agenda/2025-04-24#session_row_29422 <br/> Well done today. Dinner this evening is on your own. Connect with your peers over dinner or stay in! Strategic Stewardship: A Finance Masterclass \| April 2025 \| Dallas-Fort Worth, TX training@herzogfoundation.com MM/DD/YYYY 6:00 PM Connection: Dinner on Your Own Well done today. Dinner this evening is on your own. Connect with your peers over dinner or stay in! Less Info

	04/24/25 7:15 AM 04/24/25 7:15 AM America/Chicago Transportation to Training View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-april-2025-dallas-fort-worth-tx/agenda/2025-04-24#session_row_29417 <br/> Be in the lobby by 7:15 AM Strategic Stewardship: A Finance Masterclass \| April 2025 \| Dallas-Fort Worth, TX training@herzogfoundation.com MM/DD/YYYY 7:15 AM Transportation to Training Be in the lobby by 7:15 AM Less Info
	04/24/25 8:15 AM 04/24/25 12:00 PM America/Chicago Morning Sessions View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-april-2025-dallas-fort-worth-tx/agenda/2025-04-24#session_row_29418 <br/> Creating Marginal Value<br> Organizational Practices for Financial Health<br> Differentiated Pay HFDFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Strategic Stewardship: A Finance Masterclass \| April 2025 \| Dallas-Fort Worth, TX training@herzogfoundation.com MM/DD/YYYY 8:15 AM - 12:00 PM HFDFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Morning Sessions Creating Marginal Value Organizational Practices for Financial Health Differentiated Pay Less Info
	04/24/25 12:00 PM 04/24/25 12:45 PM America/Chicago Connection: Lunch Together View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-april-2025-dallas-fort-worth-tx/agenda/2025-04-24#session_row_29419 <br/> Connect with your peers over lunch! HFDFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Strategic Stewardship: A Finance Masterclass \| April 2025 \| Dallas-Fort Worth, TX training@herzogfoundation.com MM/DD/YYYY 12:00 - 12:45 PM HFDFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Connection: Lunch Together Connect with your peers over lunch! Less Info
	04/24/25 12:45 PM 04/24/25 5:30 PM America/Chicago Afternoon Sessions View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-april-2025-dallas-fort-worth-tx/agenda/2025-04-24#session_row_29420 <br/> Meet HF<br> Tuition Strategies Workshop<br> Coaching<br> Small Groups HFDFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Strategic Stewardship: A Finance Masterclass \| April 2025 \| Dallas-Fort Worth, TX training@herzogfoundation.com MM/DD/YYYY 12:45 - 5:30 PM HFDFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Afternoon Sessions Meet HF Tuition Strategies Workshop Coaching Small Groups Less Info
	04/24/25 5:30 PM 04/24/25 6:00 PM America/Chicago Transportation to Hotel View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-april-2025-dallas-fort-worth-tx/agenda/2025-04-24#session_row_29421 <br/> Strategic Stewardship: A Finance Masterclass \| April 2025 \| Dallas-Fort Worth, TX training@herzogfoundation.com MM/DD/YYYY 5:30 - 6:00 PM Transportation to Hotel
	04/24/25 6:00 PM 04/24/25 6:00 PM America/Chicago Connection: Dinner on Your Own View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-april-2025-dallas-fort-worth-tx/agenda/2025-04-24#session_row_29422 <br/> Well done today. Dinner this evening is on your own. Connect with your peers over dinner or stay in! Strategic Stewardship: A Finance Masterclass \| April 2025 \| Dallas-Fort Worth, TX training@herzogfoundation.com MM/DD/YYYY 6:00 PM Connection: Dinner on Your Own Well done today. Dinner this evening is on your own. Connect with your peers over dinner or stay in! Less Info