Strategic Stewardship: A Finance Masterclass | June 2025 | Nashville, TN

Monday, June 23, 2025 — Wednesday, June 25, 2025
06/23/25 4:00 PM 06/25/25 12:00 PM America/Chicago Strategic Stewardship: A Finance Masterclass | June 2025 | Nashville, TN 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: 4:00pm-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 HF Nashville Spark: Lipscomb's Idea Center 400 Commerce Street, Nashville, TN 37219 United States Strategic Stewardship: A Finance Masterclass | June 2025 | Nashville, TN training@herzogfoundation.com false MM/DD/YYYY

HF Nashville Spark: Lipscomb's Idea Center

400 Commerce Street
Nashville, TN 37219 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: 4:00pm-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 | June 2025 | Nashville, TN

Monday, June 23, 2025, 4:00 PM — Wednesday, June 25, 2025, 12:00 PM CDT

06/23/25 4:00 PM 06/25/25 12:00 PM America/Chicago Strategic Stewardship: A Finance Masterclass | June 2025 | Nashville, TN 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: 4:00pm-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 HF Nashville Spark: Lipscomb's Idea Center 400 Commerce Street, Nashville, TN 37219 United States Strategic Stewardship: A Finance Masterclass | June 2025 | Nashville, TN 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.

Jun

JUN

Tuesday ico

	06/24/25 7:30 AM 06/24/25 7:30 AM America/Chicago Transportation to Training View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-june-2025-nashville-tn/agenda/2025-06-24#session_row_29300 <br/> <br> Please meet in the hotel lobby in time to get on the bus, as it will depart by 7:30am. For those choosing to travel separately, please arrive to the venue by 8:00am.<br> <ul><li>One of our team members will be in the lobby to load the buses.</li></ul> <br> Those of you staying at Hotel Indigo will need to walk across the street to the Fairlane to load onto the bus.<br> <br> Parking for anyone who drives in will be available at no cost in the lot right outside the Shinn Center,... Lipscomb University \| 3906 Belmont Blvd, Nashville, TN 37204 Strategic Stewardship: A Finance Masterclass \| June 2025 \| Nashville, TN training@herzogfoundation.com MM/DD/YYYY 7:30 AM Lipscomb University \| 3906 Belmont Blvd, Nashville, TN 37204 Transportation to Training Please meet in the hotel lobby in time to get on the bus, as it will depart by 7:30am. For those choosing to travel separately, please arrive to the venue by 8:00am. One of our team members will be in the lobby to load the buses. Those of you staying at Hotel Indigo will need to walk across the street to the Fairlane to load onto the bus. Parking for anyone who drives in will be available at no cost in the lot right outside the Shinn Center, this is the address to use to get to the correct lot 3906 Belmont Blvd, Nashville, TN 37204. Less Info
	06/24/25 8:00 AM 06/24/25 12:00 PM America/Chicago Morning Sessions View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-june-2025-nashville-tn/agenda/2025-06-24#session_row_29301 <br/> Creating Marginal Value<br> Organizational Practices for Financial Health<br> Differentiated Pay Ezell Board Room, 1st Floor Ezell Building Strategic Stewardship: A Finance Masterclass \| June 2025 \| Nashville, TN training@herzogfoundation.com MM/DD/YYYY 8:00 AM - 12:00 PM Ezell Board Room, 1st Floor Ezell Building Morning Sessions Creating Marginal Value Organizational Practices for Financial Health Differentiated Pay Session 3 Slides \| Erin Session 3 Slides \| Josh Session 4 Slides \| Erin Session 4 Slides \| Josh Session 5 Slides Less Info
	06/24/25 12:00 PM 06/24/25 1:00 PM America/Chicago Connection: Lunch Together View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-june-2025-nashville-tn/agenda/2025-06-24#session_row_29302 <br/> Connect with your peers over lunch! Ezell Board Room, 1st Floor Ezell Building Strategic Stewardship: A Finance Masterclass \| June 2025 \| Nashville, TN training@herzogfoundation.com MM/DD/YYYY 12:00 - 1:00 PM Ezell Board Room, 1st Floor Ezell Building Connection: Lunch Together Connect with your peers over lunch! Less Info
	06/24/25 1:00 PM 06/24/25 5:15 PM America/Chicago Afternoon Sessions View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-june-2025-nashville-tn/agenda/2025-06-24#session_row_29303 <br/> Meet HF<br> Tuition Strategies Workshop<br> Coaching<br> Small Groups Ezell Board Room, 1st Floor Ezell Building Strategic Stewardship: A Finance Masterclass \| June 2025 \| Nashville, TN training@herzogfoundation.com MM/DD/YYYY 1:00 - 5:15 PM Ezell Board Room, 1st Floor Ezell Building Afternoon Sessions Meet HF Tuition Strategies Workshop Coaching Small Groups Session 6 Slides \| Matt Session 6 Slides \| Erin Less Info
	06/24/25 5:15 PM 06/24/25 5:15 PM America/Chicago Transportation back to Hotel: Dinner on Your Own View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-june-2025-nashville-tn/agenda/2025-06-24#session_row_29305 <br/> Well done today. Dinner this evening is on your own. Connect with your peers over dinner or stay in!<br> <br> HF will be giving out $25 vouchers to each guest to Assembly Food Hall as an optional dinner location. If you wish to partake in this, you may receive one from one of our team members before you load the bus.  Fairlane Hotel Strategic Stewardship: A Finance Masterclass \| June 2025 \| Nashville, TN training@herzogfoundation.com MM/DD/YYYY 5:15 PM Fairlane Hotel Transportation back to Hotel: Dinner on Your Own Well done today. Dinner this evening is on your own. Connect with your peers over dinner or stay in! HF will be giving out $25 vouchers to each guest to Assembly Food Hall as an optional dinner location. If you wish to partake in this, you may receive one from one of our team members before you load the bus. Less Info

	06/24/25 7:30 AM 06/24/25 7:30 AM America/Chicago Transportation to Training View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-june-2025-nashville-tn/agenda/2025-06-24#session_row_29300 <br/> <br> Please meet in the hotel lobby in time to get on the bus, as it will depart by 7:30am. For those choosing to travel separately, please arrive to the venue by 8:00am.<br> <ul><li>One of our team members will be in the lobby to load the buses.</li></ul> <br> Those of you staying at Hotel Indigo will need to walk across the street to the Fairlane to load onto the bus.<br> <br> Parking for anyone who drives in will be available at no cost in the lot right outside the Shinn Center,... Lipscomb University \| 3906 Belmont Blvd, Nashville, TN 37204 Strategic Stewardship: A Finance Masterclass \| June 2025 \| Nashville, TN training@herzogfoundation.com MM/DD/YYYY 7:30 AM Lipscomb University \| 3906 Belmont Blvd, Nashville, TN 37204 Transportation to Training Please meet in the hotel lobby in time to get on the bus, as it will depart by 7:30am. For those choosing to travel separately, please arrive to the venue by 8:00am. One of our team members will be in the lobby to load the buses. Those of you staying at Hotel Indigo will need to walk across the street to the Fairlane to load onto the bus. Parking for anyone who drives in will be available at no cost in the lot right outside the Shinn Center, this is the address to use to get to the correct lot 3906 Belmont Blvd, Nashville, TN 37204. Less Info
	06/24/25 8:00 AM 06/24/25 12:00 PM America/Chicago Morning Sessions View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-june-2025-nashville-tn/agenda/2025-06-24#session_row_29301 <br/> Creating Marginal Value<br> Organizational Practices for Financial Health<br> Differentiated Pay Ezell Board Room, 1st Floor Ezell Building Strategic Stewardship: A Finance Masterclass \| June 2025 \| Nashville, TN training@herzogfoundation.com MM/DD/YYYY 8:00 AM - 12:00 PM Ezell Board Room, 1st Floor Ezell Building Morning Sessions Creating Marginal Value Organizational Practices for Financial Health Differentiated Pay Session 3 Slides \| Erin Session 3 Slides \| Josh Session 4 Slides \| Erin Session 4 Slides \| Josh Session 5 Slides Less Info
	06/24/25 12:00 PM 06/24/25 1:00 PM America/Chicago Connection: Lunch Together View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-june-2025-nashville-tn/agenda/2025-06-24#session_row_29302 <br/> Connect with your peers over lunch! Ezell Board Room, 1st Floor Ezell Building Strategic Stewardship: A Finance Masterclass \| June 2025 \| Nashville, TN training@herzogfoundation.com MM/DD/YYYY 12:00 - 1:00 PM Ezell Board Room, 1st Floor Ezell Building Connection: Lunch Together Connect with your peers over lunch! Less Info
	06/24/25 1:00 PM 06/24/25 5:15 PM America/Chicago Afternoon Sessions View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-june-2025-nashville-tn/agenda/2025-06-24#session_row_29303 <br/> Meet HF<br> Tuition Strategies Workshop<br> Coaching<br> Small Groups Ezell Board Room, 1st Floor Ezell Building Strategic Stewardship: A Finance Masterclass \| June 2025 \| Nashville, TN training@herzogfoundation.com MM/DD/YYYY 1:00 - 5:15 PM Ezell Board Room, 1st Floor Ezell Building Afternoon Sessions Meet HF Tuition Strategies Workshop Coaching Small Groups Session 6 Slides \| Matt Session 6 Slides \| Erin Less Info
	06/24/25 5:15 PM 06/24/25 5:15 PM America/Chicago Transportation back to Hotel: Dinner on Your Own View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-june-2025-nashville-tn/agenda/2025-06-24#session_row_29305 <br/> Well done today. Dinner this evening is on your own. Connect with your peers over dinner or stay in!<br> <br> HF will be giving out $25 vouchers to each guest to Assembly Food Hall as an optional dinner location. If you wish to partake in this, you may receive one from one of our team members before you load the bus.  Fairlane Hotel Strategic Stewardship: A Finance Masterclass \| June 2025 \| Nashville, TN training@herzogfoundation.com MM/DD/YYYY 5:15 PM Fairlane Hotel Transportation back to Hotel: Dinner on Your Own Well done today. Dinner this evening is on your own. Connect with your peers over dinner or stay in! HF will be giving out $25 vouchers to each guest to Assembly Food Hall as an optional dinner location. If you wish to partake in this, you may receive one from one of our team members before you load the bus. Less Info