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

Friday ico

	02/28/25 7:55 AM 02/28/25 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/2025-02-28#session_row_28912 <br/> Please be in the lobby by 7:45am. Leave your luggage at the front desk.  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 Please be in the lobby by 7:45am. Leave your luggage at the front desk. Less Info
	02/28/25 8:15 AM 02/28/25 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/2025-02-28#session_row_28909 <br/> Breakfast and Coffee <br> A call to financial leadership - Creating a culture of generosity<br> Q&A<br> Planning & presentations 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 and Coffee A call to financial leadership - Creating a culture of generosity Q&A Planning & presentations Less Info
	02/28/25 12:00 PM 02/28/25 12:00 PM America/Chicago Event Dismissed: Lunch Together or On Your Way View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-february-2025-dallas-fort-worth-tx/agenda/2025-02-28#session_row_28910 <br/> Lunch will be provided whether you need to hit the road or if you have some time to sit with your peers and share one last meal together at the training. 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 PM HF-DFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Event Dismissed: Lunch Together or On Your Way Lunch will be provided whether you need to hit the road or if you have some time to sit with your peers and share one last meal together at the training. Less Info
	02/28/25 12:30 PM 02/28/25 12:30 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/2025-02-28#session_row_28911 <br/> Transportation will take you back to the hotel 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 12:30 PM HF-DFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Transportation to Hotel Transportation will take you back to the hotel Less Info

	02/28/25 7:55 AM 02/28/25 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/2025-02-28#session_row_28912 <br/> Please be in the lobby by 7:45am. Leave your luggage at the front desk.  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 Please be in the lobby by 7:45am. Leave your luggage at the front desk. Less Info
	02/28/25 8:15 AM 02/28/25 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/2025-02-28#session_row_28909 <br/> Breakfast and Coffee <br> A call to financial leadership - Creating a culture of generosity<br> Q&A<br> Planning & presentations 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 and Coffee A call to financial leadership - Creating a culture of generosity Q&A Planning & presentations Less Info
	02/28/25 12:00 PM 02/28/25 12:00 PM America/Chicago Event Dismissed: Lunch Together or On Your Way View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-february-2025-dallas-fort-worth-tx/agenda/2025-02-28#session_row_28910 <br/> Lunch will be provided whether you need to hit the road or if you have some time to sit with your peers and share one last meal together at the training. 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 PM HF-DFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Event Dismissed: Lunch Together or On Your Way Lunch will be provided whether you need to hit the road or if you have some time to sit with your peers and share one last meal together at the training. Less Info
	02/28/25 12:30 PM 02/28/25 12:30 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/2025-02-28#session_row_28911 <br/> Transportation will take you back to the hotel 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 12:30 PM HF-DFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Transportation to Hotel Transportation will take you back to the hotel Less Info