• Cohort 19
    • Meet the Members C19
    • Canvas Site
    • Foundational Retreat | July 2019
    • Catholic School Governance | September 17 2019
    • Oct. 23, 2019 - School Boards Webinar
    • Achieving Your Enrollment Goals | November 5, 2019 >
      • Presenters November 2019
    • Dec 10, 2019 - School Boards Webinar
  • Cohort 18
    • Canvas Site
    • Meet the Members C18
    • Foundational Retreat | July 2018
    • Symposium on Catholic School Governance | September 19, 2018
    • Forming Whole-Child Assessment Practices| November 7, 2018
    • Implementing "Assessment For Learning" Using Progress Variables Webinar I Dec. 4th, 2018
    • Courageous Leadership: Technology, Data & Transparency l January23, 2019
    • Courageous Leadership: Technology, ​Data and Transparency Follow-up Webinar | March 21, 2019
    • Boosting Professional Capital | April 10, 2019 >
      • Presenters April 2019
    • Spring Retreat, May 2019 >
      • Presenters May 2019
    • Catholic School Governance| Sept 17, 2019
    • Achieving your Enrollment Goals | November 5, 2019
  • Cohort 17
    • Meet the Members
    • Foundational Retreat | July 2017 >
      • Gallery
    • Leading Effective School Boards | September 19, 2017 >
      • Presenters September 2017
    • Catholic School Leadership: Mercy, Hospitality, Fidelity & Prudence | October 12, 2017 Webinar
    • Achieving Your Enrollment Goals | November 8, 2017
    • Refining Targets and Communicating Benefits (Webinar) | December 5, 2017
    • Schools of Plenty: Finance and Philanthropy l January23, 2018
    • Philanthropy Writing Webinar I Feb. 28, 2018
    • Improving Schools Through System-Thinking C17 | April 10, 2018
    • Systems-Thinking Webinar I April. 19, 2018
    • Spring Retreat, May 2018 >
      • Presenters May 2018
    • Symposium on Catholic School Governance | Sept. 19, 2018
    • Forming Whole-Child Assessment Practices
    • Implementing "Assessment For Learning" Using Progress Variables Webinar | Dec. 4, 2018
    • Courageous Leadership: Technology, Data & Transparency l January23, 2019
    • Courageous Leadership: Technology, ​Data and Transparency Follow-up Webinar | March 21, 2019
    • Retreat, Commencement, and Workshop >
      • Closing Retreat and Commencement | April 9, 2019
      • Boosting Professional Capital | April 10, 2019
  • Cohort 16
    • Foundational Retreat | July 2016
    • Leading Effective School Boards | September 26, 2016
    • Catholic School Leadership | October 19, 2016 Webinar
    • Assessment for Learning | November 16, 2016
    • Joy of the Gospel! | March 10, 2017
    • Boosting Professional Capital | March 30, 2017 >
      • Presenters March 30, 2017
    • Spring Retreat, May 2017 >
      • Presenters
    • Leading Effective School Boards-Part II | September 19, 2017
    • Catholic School Leadership: Mercy, Hospitality, Fidelity & Prudence | October 12, 2017 Webinar
    • Achieving Your Enrollment Goals | November 8, 2017
    • Refining Targets and Communicating Benefits I Dec. 5, 2017 Webinar
    • Schools of Plenty: Finance and Philanthropy | January 23, 2018
    • Philanthropy Writing Webinar I Feb. 28, 2018
    • Improving Schools Through System-Thinking C16 | April 10, 2018
    • Systems-Thinking Webinar I April. 19, 2018
  • Cohort 15
    • Foundational Retreat | July 2015
    • Leading Effective School Boards | September 23, 2015
    • Achieving Your Enrollment Goals | November 17, 2015
    • Developing and Managing Your School's Brand (Webinar) | December 11, 2015
    • Excellence in Financial Stewardship | January 13, 2016
    • Step by Step: Building Your Financial Plan (Webinar) | February 23, 2016
    • Schools on the Move: The Direction of Effective Leadership | April 12, 2016
    • Spring Retreat | May 2016
    • Leading Effective School Boards | September 23, 2015
    • Catholic School Leadership | October 19, 2016 Webinar
    • Assessment for Learning | November 16, 2016
    • Joy of the Gospel! | March 10, 2017
    • Boosting Professional Capital & Commencement | March 30, 2017
    • Refining Targets and Communicating Benefits (Webinar) | December 5, 2017
  • Cohort 14
    • Foundational Retreat | July 2014
    • Leading an Effective School Board | September 23, 2014
    • Leading Effective School Assessment | Nov. 19, 2014
    • Student & Faculty Faith Formation | March 4, 2015
    • Spring Retreat | May 2015
    • Achieving Your Enrollment Goals | November 17, 2015
    • Developing and Managing Your School's Brand (Webinar) | December 11, 2015
    • Excellence in Financial Stewardship | January 13, 2016
    • Step by Step: Building Your Financial Plan (Webinar) | February 23, 2016
    • Schools on the Move: The Direction of Effective Leadership | April 12, 2016
  • Cohort 13
    • Foundational Retreat | July 2013
    • Leading Effective School Boards | October 10, 2013
    • Mission-Driven Finances | January 15, 2014
    • Supporting Continuous Faculty Growth for Student Achievement | March 12, 2014
    • Schools on the Move: The Direction of Effective Leadership | April 1, 2014
    • Spring Retreat | May 2014
    • Leading Effective School Assessment | November 19, 2014
    • Student & Faculty Faith Formation | March 4, 2015
  • Cohort 12
    • Schools on the Move: The Direction of Effective Leadership | April 1, 2014
    • Achieving Your Enrollment Goals | November 20, 2013
    • Expanding Innovation & Technology | September 18, 2013
  The Emmaus Series

Excellence in Financial Stewardship
January 13, 2016 | Cohort 14 & 15|
Murray Room | Yawkey Center
Boston College


     OUTCOMES    |     AGENDA     |       SPEAKER PROFILES       |        ADDITIONAL RESOURCES        |       DRIVING DIRECTIONS & PARKING

 
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Outcomes:
  • Understand the components of an effective financial plan
  • Refine practices of financial transparency
  • Discover different models of funding the mission of your school
  • Explore strategies to make mission-driven financial decisions


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FOR VIRTUAL PARTICIPANTS
​

http://bc.adobeconnect.com/r646pi0hcf2/
​

todaysmeet.com/financialstewardship

**WINTER WEATHER PREPARATION**
If weather conditions impede your ability to travel to Boston College on Wednesday, we are prepared to support your participation remotely. Please be in contact with Kristin Melley (melleykr@bc.edu) as soon as your plans change so that we can plan accordingly. 


Twitter:
@RocheCenter
​#EmmausSeries
Feel free to Tweet throughout the day to share your experiences to those beyond this space.


 
AGENDA

8:00-9:30   Early Bird Café, 4th Floor, Yawkey Center
                    Arrive early and enjoy some designated school leader space to work or chat with
                    fellow Emmaus colleagues. Coffee and light fare provided.

 
9:30            Opening Prayer, Welcome
                    
Kristin Barstow Melley, Director of Professional Development, Roche Center

9:40            Catholic School Finances for 21st Century Schools
                    Patricia Weitzel-O'Neill, Executive Director, Roche Center
FAITHFUL STEWARDSHIP
​10:00         Keynote
                   Adam Krueckeberg
, Associate Dean, Finance & Administration, Boston College School
                    of Theology and Ministry
adam_jan_2016.pptx
File Size: 856 kb
File Type: pptx
Download File

12:30        Lunch                  
SPEED CONSULTING
1:15             Expert advice on focused topics
                     Mary Ellen Fulton, Associate Dean, Finance, Research & Administration, Lynch School of 
                     Education, Boston College       

                     Lisa Hastings, Director of Development, School Development, Boston College                     
                   
 Mary Ellen Hrutka, Associate Provost, Digital Learning
               
     Adam Krueckeberg, Associate Dean, BC School of Theology and Ministry
                 
   Nathan Pelsma, Chief Operating Officer, Teach Plus
                     
Grace Cotter Regan, Head of School, St. Mary's High School in Lynn, MA, C'12
                 
   David Secor, Business Manager, Saint Joseph Preparatory High School in Boston, MA
             
        Patricia Weitzel-O'Neill, Executive Director, Roche Center for Catholic Education
3:00            Wrap-up, closing prayer, adjourn


 

Additional Resources

Workshop Recording: 
You can re-watch the recording of the workshop using this link: http://bc.adobeconnect.com/p4fkl88tu85/

0:00:00 - 0:12:40   Opening Prayer, Welcome -- Kristin Melley
0:12:45 - 0:29:00   Catholic School Finances for 21st Century Schools -- Patricia Weitzel-O'Neill
0:33:00 - 0:02:49   Faithful Stewardship -- Adam Kreuckeberg (brief break from 0:1:26 -1:38)

​
​
Today's Meet Transcript:
today’s_meet_transcript_of_financial_stewardship.docx
File Size: 109 kb
File Type: docx
Download File

Useful Resources: 

The National Standards and Benchmarks for Effective Catholic Elementary and Secondary Schools
 can also be accessed online. You can read the complete text online or download a PDF. 

Jim Collins’ Good to Great in the Social Sectors: A Monograph
Jim Collins (http://www.jimcollins.com)
Good to Great in the Social Sectors: Why Business Thinking is Not the Answer (2005)
(http://www.amazon.com/Good-Great-Social-Sectors-Monograph/dp/0977326403)


Another Adam Kruekeberg PowerPoint for review:
emmaus_july2015_standards-goodtogreat.pdf
File Size: 2027 kb
File Type: pdf
Download File

Model Budget for Emmaus, as advertised by Adam Kreuckeberg
Model Budget for Emmaus - with dummy numbers
File Size: 41 kb
File Type: xlsx
Download File

To prepare for the workshop:

A. Investigate Your School's Vitality
To strengthen your capacity as a manager of school operations, we are asking cohort members to utilize a guided worksheet from the National Standards and Benchmarks for Effective Catholic Elementary and Secondary Schools. This exercise will help you and your participating team engage in a reflective and investigative process to better understand your school’s current practices in regard to managing cost. Please download, read and discuss the Benchmark Guideline in order to them complete the Benchmark 10.4 Worksheet. All the links are provided below. Please have the completed Worksheet handy for the January 13th workshop.
 
1. Click on the link below
http://www.catholicschoolstandards.org/resources/guidelines-for-interpreting-and-scoring-benchmarks
2. Select Standard 10 from the right sidebar.
3. Locate Benchmark 10.4 and click on Download Benchmark Guideline 10.4
4. Download Benchmark 10.4 worksheet http://www.catholicschoolstandards.org/files/Tools-Worksheets/benchmark-ws-10/NCS_Worksheet_10.4.pdf
5. Read and discuss the Guideline material and then complete the Benchmark 10.4 Worksheet.
6. Complete the Benchmark 10.4 worksheet

B. Read/Review Jim Collins’ Good to Great in the Social Sectors: A Monograph
Good to Great in the Social Sectors: Why Business Thinking is Not the Answer (2005)
(http://www.amazon.com/Good-Great-Social-Sectors-Monograph/dp/0977326403)
 

C. Review Adam Kruekeberg's PowerPoint presentation with your team.
Ask yourself, which aspects of the operational vitality standards do you want to improve on?
emmaus_july2015_standards-goodtogreat.pdf
File Size: 2027 kb
File Type: pdf
Download File

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25 Lawrence Avenue, Chestnut Hill, MA, 02467
© 2016 The Trustees of Boston College.