Strategic Financial Planning: Skills and Implementation

Location to be determined • Houston, TX




Status: OPEN
Certification Credits: 20 BCP / 20 IACP

$2,776 Non-Member

Travel and accommodations not included

[$2,360.00 Gold Member]

This workshop was much broader than I expected. In a day and a half, I expected to focus mainly on the Strategic Financial Plan. It was incredibly helpful to get a much broader presentation, in addition to spending all of the time we needed on the SFP. There is no question that you are content experts and that is the number one priority. Excellent workshop overall.

Michal Allaire, Chief Financial Officer
The Northwest School, WA

Increase cash reserves, enrollment levels, and long-term viability. These are the goals at every school—and they are attainable if you have the right strategic financial plan.

ISM’s proven approach to strategic financial planning helps you experience financial success now, while positioning your school strongly for the future.

Topics Include:

  • Learning, using, and taking home ISM’s 13-line financial planning model to support your school’s strategic plan
  • Identifying your critical, high-impact, strategic numbers and translating those into an understandable, user-friendly communications tool for your Board and Leadership Team
  • Calculating your Stability Marker score using our proven criteria—These are the items that strongly correlate to a school’s ability to sustain excellence over time
  • Discovering what your Stability Marker score implies for your school’s future so you can take action now
  • Understanding ISM’s research-based system for constructing a strategic plan and supporting your strategic financial plan to serve as your six-year framework, with the flexibility to adapt to subsequent yearly changes

Who Should Attend:

New and veteran Board Presidents, Chairs of the Finance Committee and other key Board-committee leaders, School Heads, COOs, CFOs, Business Managers, and other senior administrators should attend.

staff photo walker buckalew

Walker Buckalew, Ph.D.

ISM Executive Consultant


Schools benefit specifically from Walker's experience as an ISM consultant, in school and university administration, and in his national research into the factors that make schools successful in retaining and maintaining high academic performance. Since joining ISM in 1989, Walker has developed expertise in Strategic Performance Analyses, Long Range Planning, Board Workshops, and Transition Planning. He has also been instrumental in developing ISM's approach to strategic financial planning. He is an expert in Board structure and responsibilities.

Current Role

Walker is the author and/or editor of ISM's line of books for teachers, including:

  • Twenty Principles for Teaching Excellence:The Teacher's Workbook
  • MFE: Faculty Development and Renewal
  • Teaching Excellence II: A Research-Based Workbook for Teachers

In addition, he co-wrote Coping With Choosing a College, a guide for students, parents, counselors, and teachers.

For more than 20 years, Walker has been involved with research into the areas of renewal, performance, health, and stress. In 1995, he started a process on Meaningful Faculty Evaluation that he offered through a firm of his own. This process became one of ISM's consulting services.

Prior Experience

Walker brings with him 19 years of experience in education, having been a teacher and administrator in public schools, an associate professor of education at St. Lawrence University (NY), and director of both the Kellogg Foundation Behavioral Health Project and the Reynolds Foundation Minority Health Project at the University of North Carolina-Asheville. Before joining ISM, Walker served as Chief Operating Officer, Vice President for Academic Affairs, and President of Cumberland University (TN), where he worked effectively with a 42-member Board.


Walker earned his ME.d. and Ph.D. degrees from the University of Wyoming and his bachelor’s degree from Duke University.



7:15-8 a.m. Breakfast and registration
8–9:45 a.m.: Session I
9:45 - 10 a.m.: Break
10:00 a.m. – 12 noon: Session II
12–1:15 p.m.: Lunch with ISM
1:15–3 p.m.: Session III
3–3:15: Break
3:15–4:30 p.m.: Session IV


7:15-8 a.m. Breakfast
8–9:45 a.m.: Session V
9:45–10:00 a.m.: Break
10:00 a.m. – 12 noon: Session V

Workshop Location
Location to be determined

Houston, TX

Subject to availability. Please wait until the workshop status is 'confirmed' before making your travel and hotel arrangements.

Confirmation Policy

We will correspond with you through e-mail as soon as your workshop is confirmed, no later than two weeks prior to its beginning. Occasionally, we may be forced to cancel an unconfirmed, scheduled workshop due to insufficient registration. So we ask that you do not make non-refundable travel arrangements until you receive notice that your workshop is confirmed. (ISM will not be responsible for any change/cancellation charges assessed by your airline or travel agent.)

Cancellation Policy

If circumstances change and you cannot attend the workshop, you must confirm your cancellation in writing via fax (302-656-0647) or email ( If you do so at least 10 business days prior to the start of the workshop, you can request a full refund of monies paid. Thereafter, but prior to the first day of the course, we will refund you all but $600. If you do not cancel in writing prior to the start date of the course, you will forfeit the entire workshop fee. You also have the option of applying your monies paid to another workshop within a year of the cancelled one. If you want to exercise this option, you must inform us in writing with your request to cancel. If you do not so, we will automatically keep the $600 cancellation fee.

If you enroll using Consortium Credits, and cancel your attendance in writing at least 10 days prior to the start date of the workshop, all Credits will be returned to your school. Thereafter, but prior to the first day of the course, if you cancel, all but two of the Credits will be returned to your school. (You have the option of buying back those two Credits for $600.)

If you do not cancel in writing prior to the start date of the course, your school loses all the Consortium Credits used for payment.

Please note that non-payment of tuition does not constitute a cancellation. *We DO NOT accept enrollments from consultants.

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