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

Wednesday, September 10, 2025 — Friday, September 12, 2025
09/10/25 4:30 PM 09/12/25 12:00 PM America/Chicago Strategic Stewardship: A Finance Masterclass | September 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 | September 2025 | Fort Worth-Dallas, 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 | September 2025 | Dallas-Fort Worth, TX

Wednesday, September 10, 2025, 4:30 PM — Friday, September 12, 2025, 12:00 PM CDT

09/10/25 4:30 PM 09/12/25 12:00 PM America/Chicago Strategic Stewardship: A Finance Masterclass | September 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 | September 2025 | Fort Worth-Dallas, 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.

Sep

SEP

Wednesday ico

	09/10/25 7:00 AM 09/10/25 8:00 AM America/Chicago Arrival Information & Hotel Check In View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-september-2025-fort-worth-dallas-tx/agenda/2025-09-10#session_row_30845 <br/> Check in at Texican Court starts at 3:00PM.<br> <br> Complimentary daily and overnight self-parking based upon availability. 50% Discount on Valet Parking.<br> You'll be asked to put a CC on file for incidentals. If you don't charge anything the deposit will be back in your account within 14 days.<br> <br> Texican Court understands that Herzog Foundation’s guests who need extra nights outside of the provided will make reservations on an individual basis by calling reservat... Texican Court \| 501 W Las Colinas Blvd, Irving, TX 75039 Strategic Stewardship: A Finance Masterclass \| September 2025 \| Fort Worth-Dallas, TX training@herzogfoundation.com MM/DD/YYYY 7:00 - 8:00 AM Texican Court \| 501 W Las Colinas Blvd, Irving, TX 75039 Arrival Information & Hotel Check In Check in at Texican Court starts at 3:00PM. Complimentary daily and overnight self-parking based upon availability. 50% Discount on Valet Parking. You'll be asked to put a CC on file for incidentals. If you don't charge anything the deposit will be back in your account within 14 days. Texican Court understands that Herzog Foundation’s guests who need extra nights outside of the provided will make reservations on an individual basis by calling reservations at 833.839.4226, or through the Hotel’s website www.texicancourt.com. When calling, Herzog Foundation’s guests must identify themselves as with the Herzog Foundation group to receive the group rate. Airport Suggestions: DFW - 16 min. to hotel (no airport shuttle) DAL - 19 min. to hotel (no airport shuttle) Less Info
	09/10/25 4:30 PM 09/10/25 7:15 PM America/Chicago Event Begins: Opening Sessions View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-september-2025-fort-worth-dallas-tx/agenda/2025-09-10#session_row_30846 <br/> Registration<br> Welcome from HF<br> Meet your Coaches<br> A Case for Strategic Stewardship<br> The Realities of the Market Little Chapel Ballroom at the Texican Court Strategic Stewardship: A Finance Masterclass \| September 2025 \| Fort Worth-Dallas, TX training@herzogfoundation.com MM/DD/YYYY 4:30 - 7:15 PM Little Chapel Ballroom at the Texican Court Event Begins: Opening Sessions Registration Welcome from HF Meet your Coaches A Case for Strategic Stewardship The Realities of the Market Less Info
	09/10/25 7:15 PM 09/10/25 8:00 PM America/Chicago Connection: Dinner Together View session: https://herzogfoundation.connect.space/accounts/events/strategic-stewardship-a-finance-masterclass-september-2025-fort-worth-dallas-tx/agenda/2025-09-10#session_row_30847 <br/> Connect with your peers over dinner! Little Chapel Ballroom at the Texican Court Strategic Stewardship: A Finance Masterclass \| September 2025 \| Fort Worth-Dallas, TX training@herzogfoundation.com MM/DD/YYYY 7:15 - 8:00 PM Little Chapel Ballroom at the Texican Court Connection: Dinner Together Connect with your peers over dinner! Less Info