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

Monday, October 20, 2025 — Wednesday, October 22, 2025
10/20/25 4:30 PM 10/22/25 12:00 PM America/Chicago Strategic Stewardship: A Finance Masterclass | October 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 4:30pm 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 | October 2025 | Dallas-Fort Worth, TX Herzog Foundation Institute 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 4:30pm 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
Herzog Foundation Institute

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

Monday, October 20, 2025, 4:30 PM — Wednesday, October 22, 2025, 12:00 PM CDT

10/20/25 4:30 PM 10/22/25 12:00 PM America/Chicago Strategic Stewardship: A Finance Masterclass | October 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 4:30pm 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 | October 2025 | Dallas-Fort Worth, TX Herzog Foundation Institute 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.

Oct

OCT

Wednesday ico

	10/22/25 7:45 AM 10/22/25 7:45 AM America/Chicago Transportation to Training View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-october-2025-dallas-fort-worth-tx/agenda/2025-10-22#session_row_30109 <br/> Be in the lobby by 7:45 AM. Please leave your luggage with the front desk upon check out if you plan to return to the hotel. Strategic Stewardship: A Finance Masterclass \| October 2025 \| Dallas-Fort Worth, TX Herzog Foundation Institute MM/DD/YYYY 7:45 AM Transportation to Training Be in the lobby by 7:45 AM. Please leave your luggage with the front desk upon check out if you plan to return to the hotel. Less Info
	10/22/25 8:15 AM 10/22/25 12:00 PM America/Chicago Morning Sessions View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-october-2025-dallas-fort-worth-tx/agenda/2025-10-22#session_row_30110 <br/> Coffee and breakfast<br> A call to financial leadership - Creating a culture of generosity<br> Q&A<br> Planning & presentations HFDFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Strategic Stewardship: A Finance Masterclass \| October 2025 \| Dallas-Fort Worth, TX Herzog Foundation Institute MM/DD/YYYY 8:15 AM - 12:00 PM HFDFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Morning Sessions Coffee and breakfast A call to financial leadership - Creating a culture of generosity Q&A Planning & presentations Less Info
	10/22/25 12:00 PM 10/22/25 6:00 PM America/Chicago Event Dismissed: Lunch Together or On Your Way View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-october-2025-dallas-fort-worth-tx/agenda/2025-10-22#session_row_30111 <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. HFDFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Strategic Stewardship: A Finance Masterclass \| October 2025 \| Dallas-Fort Worth, TX Herzog Foundation Institute MM/DD/YYYY 12:00 - 6:00 PM HFDFW \| 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
	10/22/25 12:30 PM 10/22/25 12:30 PM America/Chicago Transportation to Hotel and/or DFW View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-october-2025-dallas-fort-worth-tx/agenda/2025-10-22#session_row_30112 <br/> Transportation will take you back to the Texican OR DFW Strategic Stewardship: A Finance Masterclass \| October 2025 \| Dallas-Fort Worth, TX Herzog Foundation Institute MM/DD/YYYY 12:30 PM Transportation to Hotel and/or DFW Transportation will take you back to the Texican OR DFW Less Info

	10/22/25 7:45 AM 10/22/25 7:45 AM America/Chicago Transportation to Training View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-october-2025-dallas-fort-worth-tx/agenda/2025-10-22#session_row_30109 <br/> Be in the lobby by 7:45 AM. Please leave your luggage with the front desk upon check out if you plan to return to the hotel. Strategic Stewardship: A Finance Masterclass \| October 2025 \| Dallas-Fort Worth, TX Herzog Foundation Institute MM/DD/YYYY 7:45 AM Transportation to Training Be in the lobby by 7:45 AM. Please leave your luggage with the front desk upon check out if you plan to return to the hotel. Less Info
	10/22/25 8:15 AM 10/22/25 12:00 PM America/Chicago Morning Sessions View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-october-2025-dallas-fort-worth-tx/agenda/2025-10-22#session_row_30110 <br/> Coffee and breakfast<br> A call to financial leadership - Creating a culture of generosity<br> Q&A<br> Planning & presentations HFDFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Strategic Stewardship: A Finance Masterclass \| October 2025 \| Dallas-Fort Worth, TX Herzog Foundation Institute MM/DD/YYYY 8:15 AM - 12:00 PM HFDFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Morning Sessions Coffee and breakfast A call to financial leadership - Creating a culture of generosity Q&A Planning & presentations Less Info
	10/22/25 12:00 PM 10/22/25 6:00 PM America/Chicago Event Dismissed: Lunch Together or On Your Way View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-october-2025-dallas-fort-worth-tx/agenda/2025-10-22#session_row_30111 <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. HFDFW \| 15100 Trinity Blvd #500, Fort Worth, TX 76155 Strategic Stewardship: A Finance Masterclass \| October 2025 \| Dallas-Fort Worth, TX Herzog Foundation Institute MM/DD/YYYY 12:00 - 6:00 PM HFDFW \| 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
	10/22/25 12:30 PM 10/22/25 12:30 PM America/Chicago Transportation to Hotel and/or DFW View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-october-2025-dallas-fort-worth-tx/agenda/2025-10-22#session_row_30112 <br/> Transportation will take you back to the Texican OR DFW Strategic Stewardship: A Finance Masterclass \| October 2025 \| Dallas-Fort Worth, TX Herzog Foundation Institute MM/DD/YYYY 12:30 PM Transportation to Hotel and/or DFW Transportation will take you back to the Texican OR DFW Less Info