Excellence in Financial Stewardship
January 13, 2016 | Cohort 14 & 15|
Murray Room | Yawkey Center
Boston College
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
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 
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
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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:
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 |
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:
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 |
Model Budget for Emmaus, as advertised by Adam Kreuckeberg
| Model Budget for Emmaus - with dummy numbers |
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?
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 |