DONORS The Leadership Roundtable is grateful to the following individuals and organizations whose generosity makes our work possible. Many in Catholic parishes, dioceses, and nonprofit organizations benefit from this support. Thank you. Richard Abdoo The Church of Geno and Paula Fernandez Rev. Rafael Lavilla Elio Pascutti Keith Tharp Leisa Anslinger St. Ignatius Loyola Joseph Finn, Jr. R. Wayne LeChase Rev. Shaji Pazhukkathara Rev. Donald Thimm Archdiocese of Indianapolis The Church of John Flannery Rev. James Lee The Penates Foundation Paul Tierney St. Thomas More John Banovetz Rev. Lawrence Ford, O.F.M. Lilly Endowment, Inc. The Pick Foundation Most Rev. Joseph Tobin Barbara Anne Cusack Rev. John Beal, III Zenobia Fox Dennis and Pam Lucey James Post Patrick Tully Carl & Theresa Debarbrie Rev. Robert Beloin Mimi Franklin James Lundholm-Eades S. Lawrence Prendergast David Turner Daniel Denihan Teresa Berger Rev. Patrick Garrett Robert and Dorothy Kathleen Price Roger Vanscoy Peter Denio Robert Berner, Jr. Robert Gasser Macdonald Rev. Thomas Ptaszynski Rev. Jeffrey Von Arx, S.J. Katherine DiGiulio Betsy Bliss Anne Marie Gavin Michael and Amy Madsen Peter Quirk Rev. Jack Wall Kathryn Diller Donald Boehm Frederick Gluck Most Rev. W. Francis Malooly Raskob Foundation for Christina Wallin Diocese of Arlington The Boisi Family Foundation Alice Hayes The Mary J. Donnelly Catholic Activities, Inc. Brian Walsh Diocese of Duluth Foundation Paul Bongiovanni The Healey Education Kerry Robinson and Mary Lynn Watson Diocese of Kathleen McChesney Michael Cappello, M.D. Alexander Boucher Foundation Donald and Susan Watters Diocese of San Angelo Richard McGinnis Peter and Ann Robinson Michael and Stephanie Brough The Healey Family Foundation John Werwaiss Helen Doordan Katharine McKenna Peter and Theresa Robinson Most. Rev. Tod Brown Dr. Margaret Healy The William E. Simon Rev. Joseph Donnelly Arthur and Margo McKenna Darla Romfo Kathleen Buechel Rev. J. Bryan Hehir Foundation, Inc. Elizabeth Donnelly & Phil Anne McNulty Rev. Aidan Rooney, C.M. Jane Burke O’Connell The Hidden Pond Foundation Rev. Robert Wolfee Pulaski, M.D. Kevin Meme Charlie Rotunno Paul Butler Sr. Rosemary Huber Rev. Msgr. William Young Kevin Donovan Rev. J. Donald Monan, S.J. Terrence Ryan Patricia Cappello Brian Hughes Most Rev. David Zubik Joseph Doyle Michael Montelongo Michael Ryan Sr. Judith A. Carey, R.S.M. Rev. John Hurley, C.S.P. Anne Drake Charles and Nancy Moore Rev. David Ryan Kevin Carton Dr. Martha Jewell James Dubik Robert and Maura Morey The Santa Maria Foundation Gerard Carvalho Victoria Kennedy Cynthia Egan Edward Murray Rev. Daniel Schlegel B.J. and Bebe Cassin Mary Kessler Mary Emerson Robert Myers Seton Hall University Rev. Nathan Castle, O.P. Susan King Very Rev. Thomas Enneking, George O’Connell Rev. Thomas Smolich, S.J. Catholic Extension O.S.C. Christopher and Cathy Kinney Maureen O’Leary St. Isidore Catholic Foundation for the Deborah Estes Joseph Kolarik Rev. Jared Orndorff St. Vincent Ferrer Priory ANNUAL REPORT Diocese of Green Bay Joel Feldpausch Pat Ryan-Krause and Tom Krause Our Sunday Visitor Institute Dominic and Leona Tarantino 2016 The Catholic Christina Ferguson Theological Union Stephanie Lane Mario Paredes Mark Teresi

BOARD OF DIRECTORS & STAFF The Leadership Roundtable is blessed with a dedicated and talented board of directors, meeting quarterly in locations throughout the nation.

Executive Committee: Mr. BJ Cassin Mr. Paul C. Reilly Staff Lt. Gen. (Ret.) James M. Dubik President President Kerry Robinson Chair of the Board Cassin Educational Initiative Raymond James Financial, Executive Director U.S. Army Foundation Inc. Michael Brough Director of Strategic Mr. Robert Gasser Mr. Daniel Denihan Ms. Darla Romfo Engagement Treasurer of the Board Principal President Denihan Capital, LLC Children’s Scholarship Fund Peter Denio Ms. Susan King Program Manager, Secretary of the Board Dr. Geno Fernandez Rev. Thomas Smolich, S.J. Standards for Excellence Dean, School of Journalism Executive Vice President International Director Christina Ferguson and Communication, Zurich North America Jesuit Refugee Service Operations Manager University of North Carolina, Chapel Hill Mr. Frederick W. Gluck Rev. John J. Wall Jim Lundholm-Eades When Kerry Robinson and I had the Former Managing Partner President Director of Programs Letter from the Chair Ms. Kerry A. Robinson, McKinsey & Company Catholic Extension and Services Lt. Gen. (Ret.) Jim Dubik wonderful privilege of attending a Executive Director meeting with Cardinal George Pell in Katie McKenna Leadership Roundtable Mr. Thomas J. Healey Rome, it was clear that positive man- Associate Director of President Directors emeriti agerial and financial reform continues Rev. John Beal, III Development Healey Development to be a high priority for Pope Francis. Ms. Betsy Bliss Ms. Mary Brabeck Katie Diller Managing Director Rev. J. Bryan Hehir Mr. Anthony Brenninkmeyer Project Coordinator, ESTEEM It was an honor to share our interventions, programs, JP Morgan Secretary for Social Services Dr. Francis Butler and resources that have strengthened the Church in Rev. Paul Holmes Archdiocese of Boston Mr. Gregory Case Project Coordinator, Toolbox the U.S for eleven years. What a sign of hope and new Mr. Geoffrey T. Boisi Mr. W. Douglas Ford for Pastoral Management life for the global Church. Chairman & Chief Executive Mrs. Victoria Kennedy Dr. Carol Fowler Officer Roundtable Dr. Norman Francis Dominic Perri The Leadership Roundtable’s board anticipated the in- Investment Partners LLC Rev. J. Donald Monan, SJ Dr. Charles Geschke Project Coordinator, crease in demand for its services and programs last year, Chancellor Dr. Patrick Harker Catholic Leadership 360 during a yearlong strategic review. The review commit- Sr. Carol Keehan, D.C. Mr. Hans Brenninkmeyer Boston College tee concluded that the organization must grow in several Rev. Edward Malloy, C.S.C. To contact Leadership dimensions. Following the committee’s recommenda- Mr. Kevin Carton Hon. Michael Montelongo Dr. Kathleen McChesney Roundtable staff, Retired Senior Chief Administrative Officer Mr. Charles Moore tions, the Roundtable is expanding its staff, marketing, email requests to info@ Practice Partner and SVP, Public Policy and Mr. Leon Panetta Preparing our 2016 annual report past year was to celebrate our 10th anniversary and communications, outreach, and development capacity. leadershiproundtable.org Letter from the PricewaterhouseCoopers Corporate Affairs Mr. Richard Powers, III or call (202) 635-5820 allows for reflection on how far the our 12th national convening with a joint sympo- Each of these strategic interventions will allow the (PwC) Sodexo Dr. Richard Syron Executive Director Kerry Robinson Leadership Roundtable and the sium on Hispanic Leadership and Philanthropy with Roundtable to increase its capacity to serve the Church Church in the U.S. have come in the FADICA (Foundations and Donors Interested in and meet a growing demand for our services. past 11 years. The story of our orga- Catholic Activities), the Mexican American Catholic With our assistance, almost 20% of dioceses in nization’s creation and subsequent College, and the University of the Incarnate Word in the U.S. are now on, or have begun the journey of FINANCIALS years of tenacious, focused, magnanimous service and San Antonio, Texas. The proceedings were recorded transforming how they do temporal management. evolution is a powerful and inspiring one. Serving as and a list of recommendations from participants This is built upon the 70% of dioceses that we have FOR YEAR ENDING DEC. 31 2015 2015 2014 2015 2014 the founding executive director alongside an impec- was compiled to serve as a blueprint for action. The served over the past decade as well as the multitude cably astute and generous board of trustees and staff year also saw a radical expansion of our Toolbox for of individual parishes, Catholic charitable organiza- ASSETS LIABILITIES has been a great blessing. I hope that all members of Pastoral Management, with seven retreats across tions, religious orders and Catholic schools we have Assets Current Liabilities the Leadership Roundtable family appreciate what the country planned for the coming year. also served. Cash $838,717 $1,064,086 Accounts payable 2015 SOURCES OF SUPPORT an important and positive difference in the life of the The Leadership Roundtable looks to the future with We hope that you are as inspired as we are to and accrued expenses $144,351 $32,579 Accounts Receivable $27,750 Contributions $1,682,626 Church the Leadership Roundtable has signified. hope. For more than a decade we have served the advocate for and implement best managerial practices, Deferred revenue $0 $0 Vivid memories of our founding returned with the Church by strengthening managerial and financial prac- transparency, accountability and solutions to complex Prepaid Expenses $7,621 $0 Programmatic $202,215 Total Liabilities $144,351 $32,579 release of Spotlight, the superbly produced film about tices at the local, diocesan and national levels. Exempla- temporal challenges in the Church. We depend on your Inventory $11,323 Total $1,884,841 the investigative reporting unit of the Boston Globe ry management matters because it safeguards pastoral support to do so, and ask that you consider a financial

Total Current Assets $874,088 $1,075,409 NET ASSETS that made public the devastating sexual abuse scandal excellence, which is essential to evangelization. gift to the Leadership Roundtable. Your gift allows us to in the Archdiocese of Boston. I thought about the time As we embark upon a new period of faith-filled advocate for and implement best practices in manage- Unrestricted $31,608 $473,856 2015 USES OF SUPPORT Property and equipment, net $4,871 $7,476 period following the Globe’s coverage and about the service to the Church, we are wholeheartedly thankful ment at every level of the Church and communicates Temporarily Restricted $703,000 $576,450 Programs $1,298,330 people who responded, at great personal sacrifice, in for the prayers, encouragement, financial support, part- how serious ordained, religious and lay members of TOTAL ASSETS $878,959 $1,082,885 Total Net Assets $734,608 $1,050,306 Management $441,637 order to be part of the solution, to help the Church nership, advocacy and dedication of ordained, religious the Church in the U.S. are about temporal managerial make recompense, to put measures in place so that and lay leaders across the country, and in Rome! excellence for the sake of the mission of the Church. TOTAL LIABILITIES Fundraising $460,572 this could and would never happen again. AND NET ASSETS $878,959 $1,082,885 Total $2,200,539 More than a decade has passed and we have an Sincerely, Sincerely, unprecedented demand for our service from Church Additional financial information is available from our IRS Form 990, which can be found on our website. Thanks to successful fundraising in 2014, 2015 began with $497,000 in the bank. Cash reserves were invested in the capacity leaders. We have earned trust and confidence Not reflected in our financial statements are the countless hours of service provided by volunteers, building priorities identified by the strategic review and directed by the board: Development Campaign and Capacity, and are understood to be the faithful, effective, members of our board and committees, our council, and our friends. The value of their service to our Branding and Marketing Initiative, and Recruitment. mission and the future of the Church is beyond measure, and we extend our deepest thanks to them. solution-oriented and entrepreneurial resource we Kerry A. Robinson Lt. Gen. (Ret.) James Dubik always aspired to be. Among the highlights of the Executive Director, Leadership Roundtable Chair, Leadership Roundtable 415 Michigan Ave NE • Suite 275 • Washington, DC 20017 • t: 202-635-5820 • f: 202-635-5825 • [email protected] • LeadershipRoundtable.org 70%OF DIOCESES WORKING TOGETHER FOR IN THE US SERVED OVER THE PAST THE GOOD OF THE CHURCH DECADE

he Leadership Roundtable serves With our assistance, almost 20% of dioceses Standards for Excellence the Church with our slate of in- in the US are now on, or have begun, the Online Forum Member Toolbox for Pastoral novative programs and resources. journey of transforming how they do tempo- Management Participant We commit ourselves to finding ral management. This is built upon the 70% CatholicPastor.org Tsolutions to the Church’s unique challenges of dioceses that we have served over the past Participant and working with Church leaders for success. decade as well as the multitude of individual Partner parishes, Catholic charitable organizations, in Excellence  Below, some of these leaders speak first- religious orders and Catholic schools we have Presentations hand about their positive partnerships with also served. This map is a cumulative visu- Catholic Leadership 360 the Leadership Roundtable, highlighting the al representation of where the Leadership Consulting Engagement particular Leadership Roundtable program Roundtable is present in various capacities Diocese Partner in Excellence they utilized. in the US, beginning from our inception in ESTEEM 2005 through the end of 2015. For purposes Be part of this inspiring work. Join us. National & Regional of space, icons for individual programs and Gathering Learn more about the Leadership services are presented once in a given met- Standards for Excellence Roundtable and all our programs by visiting ropolitan area that have at least one user or Trainer www.LeadershipRoundtable.org. participant; many areas have more than one Non-Profit Partner in Excellence user or participant. Each state is shaded based  Please email questions about this map to upon how many individuals from that state have contrib- [email protected]. uted their intellectual gifts to the Leadership Roundtable network, by serving as a council member or attending a Roundtable conversation. 0 100+

LEADERSHIP ROUNDTABLE SERVICES AND PROGRAMS

CATHOLIC CATHOLIC STANDARDS GATEWAY TOOLBOX ON PASTORAL ’ WORKSHOP LEADERSHIP 360 FOR EXCELLENCE CONSULTING MANAGEMENT WITH SENIOR LEADERS

Catholic Leadership 360 offers participants new insights into their Our archdiocese is seeking best practices for our parishes Your wisdom and guidance was spot on as you facilitated our What sets the Leadership Roundtable apart from other organizations, It was not only the presentations, but also the facilitation of the own ministerial . As a participant, I will take part in guided and have found the Catholic Standards for Excellence to be group to identify goals and develop a strategy to reach them. is that by going through a program like the Toolbox for Pastoral Man- discussions by the Leadership Roundtable that created clarity for my self-evaluation and I will receive valuable information from others, an incredibly helpful resource. We have begun promoting the When we left the meeting on Tuesday morning all were confident agement, is that they ‘teach us how to fish’, and once we’ve learned staff around their role in the Archdiocese, both in the organizational who will be asked to evaluate my ministry. I am confident that his benefits of implementation, especially the valuable set ‘it is the right way to proceed.’ these skills, we can then share them with another group of pastors structure and culture. This has helped to change their thoughts about process will help me improve my pastoral service to the Archdiocese of standards for pastors and parish directors.” You provided assistance at identifying a process for the who are in need of that same guidance.” leadership and management within the Church. These conversations of Indianapolis.” diocese to enter into a needs assessment, and to form a diocesan have deeply, and positively impacted the internal communications – Michelle Nemer, Associate Director of Synod Implementation leadership & discernment group forming a vision for the next few – Deacon Dan Gannon Director, Institute for Ongoing Formation within our Chancery and our ability to get things done.” – Most Rev. Joseph W. Tobin, C.Ss.R. Archbishop of Indianapolis Archdiocese of Milwaukee years. Your experience with cultural issues and sharing about at The Saint Paul Seminary Minneapolis changing models of ministry based upon these challenges provided – Most Rev. William E. Lori Archbishop of invaluable insight to our current situation. I cannot thank the Leadership Roundtable enough for the prayerful, spiritual, and professional assistance given to the ESTEEM Diocese of Fairbanks.” MID-ATLANTIC –  Chad W. Zielinski Bishop of Fairbanks CONGRESS The most important piece of the ESTEEM experience was the Capstone conference. It started the conversation for me about young adult Church participation after graduation. It made me interested in It has been so great to be introduced to the Leadership Roundta- how hard it is for young adults to find a parish and community after ble because it is a resource specifically geared toward the Catholic leaving the structure of university life, and it connected me to others Church. Because of the expertise of the Leadership Roundtable we who were having similar experiences. It made me feel like I was a part don’t need to reinvent the wheel, instead we can benefit from their of a community of Catholic young adults.” experiences serving other dioceses. They are a group of people who truly understand Chancery dynamics.” – Megan O’Neil MBA/MA Theology Candidate Boston College – Rev. Msgr. Adam J. Parker, Vicar General of the Archdiocese of Baltimore