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

Wednesday, February 26, 2025 — Friday, February 28, 2025
02/26/25 4:30 PM 02/28/25 12:00 PM America/Chicago Strategic Stewardship: A Finance Masterclass | February 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 | February 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: Herzog Foundation Institute
training@herzogfoundation.com

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

Wednesday, February 26, 2025, 4:30 PM — Friday, February 28, 2025, 12:00 PM CST

02/26/25 4:30 PM 02/28/25 12:00 PM America/Chicago Strategic Stewardship: A Finance Masterclass | February 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 | February 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.

Feb

FEB

Thursday ico

	02/27/25 7:55 AM 02/27/25 8:15 AM America/Chicago Transportation to Training View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-february-2025-dallas-fort-worth-tx/agenda/2025-02-27#session_row_28902 <br/> Be in the lobby by 7:45AM Texican Court \| 501 W Las Colinas Blvd, Irving, TX 75039 Strategic Stewardship: A Finance Masterclass \| February 2025 \| Dallas-Fort Worth, TX training@herzogfoundation.com MM/DD/YYYY 7:55 - 8:15 AM Texican Court \| 501 W Las Colinas Blvd, Irving, TX 75039 Transportation to Training Be in the lobby by 7:45AM Less Info
	02/27/25 8:15 AM 02/27/25 12:00 PM America/Chicago Morning Sessions View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-february-2025-dallas-fort-worth-tx/agenda/2025-02-27#session_row_28903 <br/> Breakfast & Coffee <br> Creating Marginal Value<br> Organizational Practices for Financial Health<br> Differentiated Pay HF-DFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Strategic Stewardship: A Finance Masterclass \| February 2025 \| Dallas-Fort Worth, TX training@herzogfoundation.com MM/DD/YYYY 8:15 AM - 12:00 PM HF-DFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Morning Sessions Breakfast & Coffee Creating Marginal Value Organizational Practices for Financial Health Differentiated Pay Less Info
	02/27/25 12:00 PM 02/27/25 12:45 PM America/Chicago Connection: Lunch Together View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-february-2025-dallas-fort-worth-tx/agenda/2025-02-27#session_row_28904 <br/> Connect with your peers over lunch! HF-DFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Strategic Stewardship: A Finance Masterclass \| February 2025 \| Dallas-Fort Worth, TX training@herzogfoundation.com MM/DD/YYYY 12:00 - 12:45 PM HF-DFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Connection: Lunch Together Connect with your peers over lunch! Less Info
	02/27/25 12:45 PM 02/27/25 5:30 PM America/Chicago Afternoon Sessions View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-february-2025-dallas-fort-worth-tx/agenda/2025-02-27#session_row_28905 <br/> Meet HF<br> Tuition Strategies Workshop<br> Coaching<br> Small Groups HF-DFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Strategic Stewardship: A Finance Masterclass \| February 2025 \| Dallas-Fort Worth, TX training@herzogfoundation.com MM/DD/YYYY 12:45 - 5:30 PM HF-DFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Afternoon Sessions Meet HF Tuition Strategies Workshop Coaching Small Groups Less Info
	02/27/25 5:30 PM 02/27/25 5:30 PM America/Chicago Transportation to Hotel View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-february-2025-dallas-fort-worth-tx/agenda/2025-02-27#session_row_28906 <br/> HF-DFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Strategic Stewardship: A Finance Masterclass \| February 2025 \| Dallas-Fort Worth, TX training@herzogfoundation.com MM/DD/YYYY 5:30 PM HF-DFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Transportation to Hotel
	02/27/25 5:45 PM 02/27/25 5:45 PM America/Chicago Connection: Dinner on Your Own View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-february-2025-dallas-fort-worth-tx/agenda/2025-02-27#session_row_28907 <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 \| February 2025 \| Dallas-Fort Worth, TX training@herzogfoundation.com MM/DD/YYYY 5:45 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

	02/27/25 7:55 AM 02/27/25 8:15 AM America/Chicago Transportation to Training View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-february-2025-dallas-fort-worth-tx/agenda/2025-02-27#session_row_28902 <br/> Be in the lobby by 7:45AM Texican Court \| 501 W Las Colinas Blvd, Irving, TX 75039 Strategic Stewardship: A Finance Masterclass \| February 2025 \| Dallas-Fort Worth, TX training@herzogfoundation.com MM/DD/YYYY 7:55 - 8:15 AM Texican Court \| 501 W Las Colinas Blvd, Irving, TX 75039 Transportation to Training Be in the lobby by 7:45AM Less Info
	02/27/25 8:15 AM 02/27/25 12:00 PM America/Chicago Morning Sessions View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-february-2025-dallas-fort-worth-tx/agenda/2025-02-27#session_row_28903 <br/> Breakfast & Coffee <br> Creating Marginal Value<br> Organizational Practices for Financial Health<br> Differentiated Pay HF-DFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Strategic Stewardship: A Finance Masterclass \| February 2025 \| Dallas-Fort Worth, TX training@herzogfoundation.com MM/DD/YYYY 8:15 AM - 12:00 PM HF-DFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Morning Sessions Breakfast & Coffee Creating Marginal Value Organizational Practices for Financial Health Differentiated Pay Less Info
	02/27/25 12:00 PM 02/27/25 12:45 PM America/Chicago Connection: Lunch Together View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-february-2025-dallas-fort-worth-tx/agenda/2025-02-27#session_row_28904 <br/> Connect with your peers over lunch! HF-DFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Strategic Stewardship: A Finance Masterclass \| February 2025 \| Dallas-Fort Worth, TX training@herzogfoundation.com MM/DD/YYYY 12:00 - 12:45 PM HF-DFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Connection: Lunch Together Connect with your peers over lunch! Less Info
	02/27/25 12:45 PM 02/27/25 5:30 PM America/Chicago Afternoon Sessions View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-february-2025-dallas-fort-worth-tx/agenda/2025-02-27#session_row_28905 <br/> Meet HF<br> Tuition Strategies Workshop<br> Coaching<br> Small Groups HF-DFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Strategic Stewardship: A Finance Masterclass \| February 2025 \| Dallas-Fort Worth, TX training@herzogfoundation.com MM/DD/YYYY 12:45 - 5:30 PM HF-DFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Afternoon Sessions Meet HF Tuition Strategies Workshop Coaching Small Groups Less Info
	02/27/25 5:30 PM 02/27/25 5:30 PM America/Chicago Transportation to Hotel View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-february-2025-dallas-fort-worth-tx/agenda/2025-02-27#session_row_28906 <br/> HF-DFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Strategic Stewardship: A Finance Masterclass \| February 2025 \| Dallas-Fort Worth, TX training@herzogfoundation.com MM/DD/YYYY 5:30 PM HF-DFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Transportation to Hotel
	02/27/25 5:45 PM 02/27/25 5:45 PM America/Chicago Connection: Dinner on Your Own View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-february-2025-dallas-fort-worth-tx/agenda/2025-02-27#session_row_28907 <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 \| February 2025 \| Dallas-Fort Worth, TX training@herzogfoundation.com MM/DD/YYYY 5:45 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