Presents: The National Leadership Conference for Catholic SchoolsTM

The Ultimate Strategic Relationship: Board Members —> President/Principal —> Director of Advancement —> Director of Admission

Hilton Naples, Naples, Florida Sunday, March 9 to Tuesday, March 11, 2014 Half Day Workshops on Wednesday, March 12, 2014

The National Leadership Conference for Catholic schools, exclusively for Heads of School, Directors of Advancement, Directors of Admission and Board Members offering proven “best practices” in leadership and teamwork designed to inspire Catholic School leaders to transform their school communities.

NATIONALLY RECOGNIZED SPEAKERS will guide each participant seeking better understanding of their key action modes and personal strengths to enhance their leadership effectiveness.

IN DEPTH PRESENTATIONS will explore strategies and tactics proven successful in unlocking key individual relationship-building strengths — to motivate and empower your school community in advancing the mission of your Catholic institution. This is the first conference focused exclusively on the Catholic School President/Principal, Director of Advancement, Director of Admission and Board Members as the key strategic advancement relationship.

Register today!

The National Leadership Conference is planned for sunny southwest Florida and timed perfectly to coincide with your visits and receptions for alumni, parents of alumni, grandparents and friends in Florida.

Strategic Partners: The National Leadership Conference for Catholic Schools Explore and enhance the Strategic Relationship between Presidents/Principals, Director of Advancement, Director of Admission and Board Members. Hilton Naples Hotel, Naples, Florida — Sunday, March 9 to Tuesday, March 11, 2014

Program Overview Every successful investor knows that lasting success for any organization or institution ultimately depends upon vibrant and dynamic leadership. Both research and experience show that successful Catholic School leadership invariably begins with an exceptionally Hilton Naples Hotel high-quality relationship between the President/Principal and his or her Director of Enjoy the perfect setting for this Advancement and/or Director of Admission — “the ultimate strategic relationship,” working highly concentrated Conference together to advance the school’s mission of excellence in transforming young lives in and — a relaxing environment through Christ. This conference will help you develop “the ultimate strategic relationship” conducive to discussion and reflection — the perfect for advancing your mission and raising the resources you need. complement to a full, dynamic Conference program. Attendees can expect to come away Program Benefits Conference Goals renewed, focused and inspired • Greater clarity in understanding your leadership • Increased clarity and awareness of your personal to begin a new chapter in their strengths and specific, detailed practices to strengths and unique abilities as a Catholic career and in their relationships. enhance your effectiveness in leading others to School leader be effective leaders • Reassess, renew and recommit to those personal • Confronting issues of school culture and leadership strengths to the service of Jesus in the challenges facing Catholic School Advancement Catholic Church and in your School with peers who share those same challenges • Identify key strategic relationships • Grasping valuable “lessons learned” from in both the outside and inside School veteran Presidents, Principals, Advancement communities, prioritize them, and Directors, Admission Directors and Board explore and discover proven methods to members on building trust and developing significantly improve the effectiveness strong working relations with each other and productivity of those key and with their school constituencies relationships • Timely information and effective • Learn the most effective methods to enhance Board relations, community-building “best practices” school finance, advancement, and to use both inside and staff supervision outside your School that will • Draft new action plans or enhance turn it into an attractive, existing plans for twelve months and indeed, a compelling Spend time with your prospects of highly effective professional investment in excellence and donors who live or winter leadership development in Catholic education — in Florida. Plan your reception • Compare notes and develop lasting carrying out the work of transforming young today to leverage the time, connections with other Presidents, lives in and through place and energy of the National Principals, Directors of Advancement, Christ Leadership Conference to Directors of Admission and Board members who share similar leadership advance your School’s mission. and Advancement challenges

Schedule at a Glance

Conference Schedule Sunday, March 9 Registration 4:00 p.m. to 6:00 p.m. Opening Liturgy Sunday, March 9 Tuesday, March 11 6:00 p.m. Welcoming Reception 6:00 p.m. 9:00 a.m. 7:00 p.m. Opening Liturgy General Session Monday, March 10 7:00 p.m. Speaker: Br. Patrick Duffy, F.S.C., President, Registration Welcoming Reception Central Catholic High School, Pittsburgh 8:30 a.m. to 9:00 a.m. “The Role of the President in Advancement” Opening Sessions 9:00 a.m. to 12 noon Afternoon Sessions 10:45 a.m. 1:00 p.m. to 5:00 p.m. Monday, March 10 General Session 9:00 a.m. Tuesday, March 11 Opening General Session The Advancement Team as Managers Morning Sessions • Lessons from the For Profit World: Managing 9:00 a.m. to 12 noon Speaker: Rev. Edward A. Malloy, C.S.C., for Peak Performance Afternoon Sessions President Emeritus, • Making Relationships Work: Clarifying 1:00 p.m. to 3:30 p.m “Catholic School Leadership — Expectations; Building a Partnership Vision, Resource Development, Conference Team Building and Celebration” 12:00 p.m. Highlights Lunch Roundtables with the Partners in Mission 10:30 a.m. Team and Our Strategic Partners Outdoor Welcome Reception on Sunday evening General Session Annual Fund … Major Gifts … Boards … Winding Down … Winding Up Capital Campaign … Planned Giving … The Advancement Team as Strategists Cocktail Reception on Monday • Responding to Institutional Culture: Do You Enrollment Management evening Change Culture or Does Culture Change You? 1:00 p.m. Breakout Session Why Should You 12:00 p.m. Attend Lunch Roundtables with the Partners in Mission For Presidents and Principals: Team and our Strategic Partners Managing the Advancement Team 100% focus on Catholic For Directors of Advancement and Directors schools and Catholic school Annual Fund … Major Gifts … Boards … leadership Capital Campaign … Planned Giving … Admission: Enrollment Management How We Work Together to Advance our School’s A comprehensive resource Mission manual filled with useful information and sample For Board Members: 1:00 p.m. documents for each participant Building Strategic Board Composition and General Session Engagement for Tomorrow Dynamic presentations by the Partners in Mission Team The Advancement Team as Leaders • Defining core institutional values; leadership as 2:00 p.m. Free follow-up consultation General Session a catalyst for inspiration, motivation, nurturing Opportunity to visit your and teaching The Advancement Team as Fund Raisers alumni, grandparents and and Team Players friends who live or winter in Florida 3:00 p.m. • Mega Gifts: Big Ideas Garner Big Contributions Breakout Sessions • There is No “I” in TEAM: Building a Team from Who should Panel Presentation and Discussion the Ground Up attend Panel #1: School Presidents and Principals 3:00 p.m. • Heads of Schools Panel #2: Directors of Advancement Winning Strategies to Take Home Panel #3: Directors of Admission • Presidents and Principals Panel #4: Board Members • Directors of Advancement • Directors of Admission Winding Down… Winding Up • Board Members Cocktail Reception • Superintendents • Religious Community Leaders Hilton Napleshotl,napls,florida Wednesday, March12,2014 Prospects Identifying YourBestPlannedGiving How toBuildaBequestProgram, Using PlannedGiftstoBuildEndowment, Planned GivingPrograms Workshop 4 and Phonathons Utilizing VolunteersintheAnnualFund Making LeadershipGiftCalls,Effectively Program, SegmentationStrategies, Building a$1,000LeadershipGiving The FundamentalsofAnnualFunds Workshop 3 Cultivation andSolicitation Strategizing IndividualSituationsfor Role PlayingtheFace-to-FaceAskand Making theAsk Workshop 2 Electronic WealthScreening Volunteers, SolicitingMajorGiftsand and StructureTheRoleofStaff School, CampaignBudgeting,Staffing Know tobeSuccessful,Readyingthe Strategic Planning,WhatYouNeedto Challenging Times Capital Campaignsin Workshop 1 One Day Workshops Partners in Mission, LLC, 124SycamoreDrive,Westwood, MA02090. Please makecheckspayable,andmail registrationto: Visit our websiteformore information:www.partnersinmission.com daily scheduleand activities. information will be senttoyouinFebruaryandwill includefulldetailsontheconference’s confirmation upon receiptofyourregistrationform andpayment.Finalconference or ChrisHagertyat(814)566-7500 [email protected] If youhavequestions,callLarry Furey at (781) 710-0242 or [email protected] o o o o Phone______City______Address______Organization______Name______Name______Registration Fom

Please sendmeadditionalinformationonotherPartnersinMission services Check enclosed:$______Workshop567 __ Workshop1234 on March9,2014.Sessionsrunsimultaneously,chooseone. Please reserve____place(s)forPartnersinMissionOneDayWorkshop March 9to12,2014inNaples,FL. Please reserve____place(s)forPartnersinMissionConferencefrom E-mail ______o Our checkwillfollow:$______choose one. Sessions runsimultaneously, and More Going OnlinetoConnectYourAlumni Site Solution,Facebook,SocialMedia: Brand Management,TheIntegratedWeb Websites Communications/Social Networking/ Workshop 7 Management Retention, andBestPracticesforTuition Maximize Enrollment,Recruitmentand Branding andMarketing,Strategiesto Enrollment Management Workshop 6 Philanthropic Potential Your Board,andUnlockingyourBoard’s Identifying, RecruitingandManaging Boards andBoardDevelopment Workshop 5 (February 1andafter) Late RegistrationRateof$249 (January 1to31) Regular RegistrationRateof$199 ( Early BirdRegistrationRateof$149 One dayworkshopFee Expires December31) State______

Title______Title______Zip______9:30 a.m.through1p.m. Leadership Conference Following TheNational

! to ensuringitsvitalityandlegacyformanyyearscome. education inourpersonalandprofessionallivesremaincommitted As ateam,wevalue,understandandembracethemissionofCatholic proven developmentstrategiesfocusedon mission and relationships. among otheradvancementrelatedservices,PartnersinMissionoffers strategic planning, volunteer leadership and enrollment management, management, annualfundsegmentation,majorgiftsolicitation, to the varying challenges they face. Specializingin capital campaign mission oftheirorganizationbyprovidingcomprehensivesolutions clients weserveinadvancingthe advancement. Wepartnerwiththe specializing inCatholicschool development consulting firm Partners inMissionisafull-service Services Summary of focus offocus our attention. dedicatedOur team looks forward to making you the on gorgeous ashort beaches shuttle or bike away. ride class outdoor shopping at Waterside the Shops, and relax winning dining at Shula’s Steak House, to world- walk Hilton hotel can. touches that pamper you as only aAAAFour Diamond fitnesscenters, you’ll find conveniences special and your Featuring meeting. round-the-clock business and time spent networking, mingling and energizing during meeting rooms were to designed help you maximize internetspeed in your guest rooms. centralized Our water), garage parking, of use bicycles and wireless high chairs, towels, and a personal cooler stocked with bottled roundtrip shuttle to(complete beach the service with numerousthe complimentary amenities including shopping and family attractions, you appreciate will room. attendees. 1-800-HILTONS call Please your to reserve ratea special of $234for Partners inMission conference Naples Hilton program oractivityduetolowregistration. Partners inMissionreservestherighttocancelany if yourcancellationisreceivedafterJanuary31,2014. in writing by January 31, 2014. No refund will be made Full refund(lessa$100administrativefee)ifyoucancel Refund Policy as spaceislimited. on orbeforethefirstdayofconference.Registerearly $350 depositisrequiredwithregistration.Balancedue Monday evenings.Accommodationsareonyourown.A both days, refreshments and receptions on Sunday and manual, postseminartelephoneconsultation,lunchon participant. Thefeeincludesanextensiveconference The costoftheall-inclusiveconferenceis$599foreach Conference Registation And afterthe work is done,timetake to enjoy award- Situated closeto Naples best the has to offer indining, is ready to your exceed expectations with

Accommodations The National Leadership Conference for Catholic Schools, General Session Guest Speaker Naples, Florida “The Role of the President in Advancement” Introducing our Keynote Speaker Rev. Edward A. Malloy, C.S.C. President Emeritus University of Notre Dame

Rev. Edward A. Malloy, C.S.C., completed his 18th and Br. Patrick Duffy, F.S.C. final year as president of the University of Notre Dame President, Central Catholic High School, on July 1, 2005. He now serves as President Emeritus. Pittsburgh, PA As the University’s 16th president, Father Malloy was elected by the Board of Trustees in 1986, having served Br. Patrick has a rich and varied experience in five years as vice president and associate provost. Catholic education both in the Father Malloy led Notre Dame at a time of rapid and Latin America. Br. Patrick graduated from growth in its reputation, faculty, and resources. The La Salle University and has advanced degrees University has seen a dramatic improvement in its from Middlebury College and Duquesne financial aid resources, in the quality of its campus University. Prior to arriving at Central Catholic, facilities, and in the diversity of its student body and faculty. It has fostered its Br. Patrick served as Superintendent of Catholic distinctive identity as a Catholic university while gaining the recognition of its Schools for the Atlantic Coast Region of peer institutions, Catholic and non-Catholic alike. Nicaragua. Father Malloy earned his doctorate in Christian ethics from Vanderbilt Brother Patrick assumed the presidency University in 1975, and Vanderbilt honored him in 1998 with the establishment of Central Catholic in June 2012. Since that of a chair in Catholic studies in his name. He has also been awarded 25 honorary time, he has transformed the board, launched degrees. He earned bachelor’s and master’s degrees in English from Notre Dame a $25 million campaign, revitalized and in 1963 and 1967, and a second master’s degree, in theology, in 1969 while the advancement team, purchased adjacent studying for the priesthood. He was ordained to the priesthood in Sacred Heart properties, hired a director of marketing and Basilica on campus in 1970. communications, reorganized business affairs Father Malloy is presently on the boards of the University of Portland, and successfully created and supervised an St. Thomas University, Notre Dame Australia, Saint Mary’s College and the effective a pay-on-time tuition policy. Central Notre Dame Board of Trustees, in 2009 he completed serving two terms on the Catholic’s promise energizes Brother Patrick: Vanderbilt Board. To inspire boys to become Men of Faith, Men of Scholarship, Men of Service.

— Save the Dates for our 2014 conferences in Boston! —

June 22–26, 2014 Boston, MA June 22–26, 2014 Boston, MA The National Enrollment Management The National Advancement Conference for Catholic Schools™ Conference for Catholic Schools™

A national conference exclusively for Catholic Elementary, Experience five intense days of learning, sharing, and Middle and Secondary Schools and Diocesan Systems fun with friends and colleagues from across America and offering proven strategies to ensure sustainability, return home with the wisdom, tools, plans and support affordability and accessibility of Catholic Schools. you need to advance your program to a whole new level of success. Acquire the techniques, tools and strategies to make an immediate impact in your school’s Centered in our faith and the mission of Catholic admissions effort. education, this experience promises renewed energy and rekindled passion for you and your In depth presentations will explore important work the strategy of Enrollment in our Catholic Manage­ment — moving Schools. prospective students through the enrollment management funnel from inquiry to graduation and everything in between. Meet The Partners in Mission Team and Conference Faculty

Larry Furey Chris Hagerty Anna Miner Founder and Partner, Director of Strategic Initiatives Director of Admissions Partners in Mission Cathedral Preparatory School (PA) (MA) Asst. Headmaster of Advancement Villa Maria Academy (PA) Anna has significantly Xaverian Brothers High School (MA) Chris solicited a $5.5 Million Gift increased enrollment at Larry is leading the planning for for Cathedral Prep Fontbonne Academy each of a $25 Million capital campaign the past three years for Xaverian

Tom Brodnicki Lori Redd Huffman Sr. Rita O’Leary, I.H.M. Vice President of Advancement Director of Alumnae Director of Planned Giving (former) (former) & Stewardship University of St. Francis (IL) St. Agnes Academy (TX) Immaculata University (PA) and Director of Advancement Lori helped to triple the St. Agnes Director of Advancement (former) Annual Fund in four years (former) St. Rita High School (IL) Bishop McDevitt High School (PA) Tom’s 40 years in the field turns your Securing Planned Gifts of all sizes capital campaign dreams into reality makes Sr. Rita a gem for generations

Cathy Donahue Cheryl Karashin Grace Regan Marketing & Enrollment Director of Advancement Head of School Management Our Lady of the Sacred Heart St. Mary’s High School (MA) Catholic Schools of School (PA) Executive Director of Fairfield County (CT) Cheryl grew the annual fund by Advancement (former) Marketing Consultant 1000% over five years New England Province of Jesuits (MA) Diocese of Bridgeport Grace grew the Jesuit Gala from Cathy is a brilliant strategic $350,000 to over $1,200,000 marketing professional

Lauren Fredette Mary Lund Albert “Skip” Shannon, Ph.D. Director of Advancement Director of Advancement Headmaster Emeritus (former) Mercy High School (CA) St. John’s Preparatory School (MA) Bishop Fenwick High School (MA) Mary raises over $400,000 at President (former) Lauren’s leadership at Bishop the special event each year St. Joseph College (IN) Fenwick helped them to break Skip has over 25 years experience annual fund records by raising in leadership positions in Catholic $500,000 in one year education

Zane Gizzi Shana Maguire Paul Sheff Associate Dean of Director of Admission President Advancement Padua Academy (DE) Catholic Memorial School (MA) and York College (PA) Shana will inspire and empower Vice President of Alumni and Director of Advancement (former) you to optimize your school’s Development (former) Lancaster Catholic High School (PA) enrollment The College of the Holy Cross (MA) Zane built a Planned Giving Program Paul raised over $216,000,000 in at Lancaster Catholic second to the campaign at Holy Cross none

Jennie Hagerty Bill MacNeill Br. Daniel Skala, CFX, Ph.D. Director of Advancement Vice President of Headmaster St. Peter Cathedral Parish Advancement (former) Xaverian Brothers High School (MA) and School (PA) High School (MA) Br. Dan has assembled an “All Star Jennie has built an advancement Bill has completed over 500 Philanthropic Board of Trustees” program that raises in excess of face to face solicitations $500,000 annually

Chris Stiles The Partners in Mission Team has collectively Director of Advancement Mount St. Mary’s raised over $300 Million for Catholic Education in High School (OK) serving 250 Schools and Dioceses. We’ve made Chris loves face-to-face a difference in thousands of lives…let us make a solicitations difference in yours.