The Standard for Excellence: Best Practices for a Mission Driven Church

National Leadership Roundtable on Church Management

2014 Annual Meeting The Standard for Excellence: BEST PRACTICES FOR A MISSIONyears of service DRIVEN CHURCH to the Church

10 years of service to the Church 1O Loyola University Chicago | Lake Shore Campus ership June 24-26, 2014 ead Ro l L un a d n t o a i b t l a e

N 10 years of service to the Church

+ + o n t n C e h u em rch ag YEARS OF Man SERVICE YEARS TO THE SERVICE YEARS OF TO THE CHURCH OF SERVICE TO THE CHURCH CHURCH 2005 – 2015 2005 – 2015 2005 – 2015 YEARS OF 1O 1O National Leadership Roundtable 10 on Church Management 10SERVICE TO THE CHURCH 2005 – 2015 10 YEARS

National Leadership Roundtable on Church Management

10yeOFar SERVsICE C E L E B R A T I N G TO THE 2005 – 2015 2005 – 2015 10 YEARS Church OF yeOF SEarRVICE TOs THE SERVICE CHURCH TO THE CHURCH 2005–2015 10YE A R S O F S E R V I C E T O 10YEARS T H E C H U R C H 10 OF SERVICE TO THE CHURCH years years OF SERVICE TO THE OF SERVICE TO THE Years of CHURCH CHURCH Service 10 10TO THE CHURCH • 2005–2015 This publication is a collection of the wisdom, insights, observations, and exchange of ideas from participants at The Standard for Excellence: Best Practices for a Mission Driven Church.

In June 2014 the National Leadership Roundtable on Church Management convened leaders from the Church and secular fields at Loyola University Chicago Lake Shore Campus to celebrate a decade of service to the Catholic Church in the US and to develop creative solutions for future managerial challenges facing the Church.

Included in this book are excerpts from the panels and presentations, as well as selected questions, answers, and insights from a wide range of participants.

You are encouraged to learn more and continue the conversation online. Visit www.TheLeadershipRoundtable.org/2014AnnualMeeting for on-demand video presentations of all speakers and panelists, an electronic copy of this publication, as well as supplemental materials including the mirco-biographies of all participants, a detailed agenda, and other information pertinent to the meeting.

Randy Young, Editor Christine Patronick, Graphic Designer Patrick McClain, Project Coordinator

For more information, please email [email protected] or call (202) 635-5820. National Leadership Roundtable on Church Management 2014 Annual Meeting The Standard for Excellence: BEST PRACTICES FOR A MISSION DRIVEN CHURCH Loyola University Chicago | Lake Shore Campus | June 24-26, 2014 www.TheLeadershipRoundtable.org/AnnualMeeting

TABLE OF CONTENTS

3 Opening Prayer and President’s Welcome Katie Diller, Rev. Michael Garanzini, S.J.

5 Introduction to the Annual Meeting Kerry Robinson

6 Excellence at Work: Stories from the Field Rev. Efrain Bautista, Mary Cornwell, John Deinhart, Susan King

11 Respect, Trust, and a Round of Golf Most Rev. Joseph Kurtz, Brian Reynolds

17 From Rome to Home: Vatican Reforms and the Church in the U.S. Rev. J. Bryan Hehir, Elizabeth McCaul

23 Successful Strategies: Doing Church Differently at the Parish Level Paul Butler, Rev. Joe Donnelly

31 2014 Leadership Roundtable Best Practice Awards Honoring the Diocese of Knoxville and Rev. J. Donald Monan, S.J.

39 Opening Prayer on Day Two Rev. Tom Smolich, S.J.

41 The New Evangelization and Execution-Oriented Strategic Planning Most Rev. John Barres, Jim Friend

47 Accountability: An Element of the New Evangelization His Eminence Donald Cardinal Wuerl

55 Appendix 1—2014 Annual Meeting Speaker, Panelist, and Presenter Biographies

63 Appendix 2—2014 Annual Meeting Participants

65 Appendix 3—Leadership Roundtable Council Biographies

69 Appendix 4—The New Evangelization and Execution-Oriented Strategic Planning

71 Appendix 5—Leadership Roundtable Publications

TABLE OF CONTENTS 1 2 THE LEADERSHIP ROUNDTABLE National Leadership Roundtable on Church Management 2014 Annual Meeting The Standard for Excellence: BEST PRACTICES FOR A MISSION DRIVEN CHURCH Loyola University Chicago | Lake Shore Campus | June 24-26, 2014 www.TheLeadershipRoundtable.org/AnnualMeeting

OPENING PRAYER AND PRESIDENT’S WELCOME

Katie Diller Holy Spirit, you prepared the Virgin Mary National Coordinator, ESTEEM to become mother of the Lord, and you descended upon Jesus on the day of His baptism. A prayer from Psalms 33. They are happy whose God is the Lord, the people who Come, Holy Spirit. are chosen as his own. From the heavens, the Lord looks forth and sees all the Holy Spirit, Comforter. Christ promised peoples of the earth. Our soul is waiting you would always be with us and in us. for the Lord. The Lord is our help and our shield. Our hearts find joy in the Lord. We Come, Holy Spirit. trust in God’s holy name. May your love be upon us, oh Lord, as we place all our Holy Spirit, you continue to unite us, hope in you. inspire us, and make us a living sign of God’s presence. To each of these invocations, I invite you to respond, “Come Holy Spirit.” Come, Holy Spirit.

Holy Spirit, Creator, in the beginning, you Holy Spirit, we praise and thank you for 10 moved over the waters and from your Katie Diller years of creativity and passionate service breath, all creatures drew their life. of the Leadership Roundtable on Church Management. We ask you to bless the Come, Holy Spirit. proceedings of our annual meeting and be our inspiration as we strive to contribute Holy Spirit, Counselor, by your inspiration, to a culture of trust, accountability, the prophets bore witness to the word of transparency, and excellence in the God. Church. We ask all these things through Christ, our Lord. Amen. Come, Holy Spirit.

OPENING PRAYER AND PRESIDENT’S WELCOME 3 Rev. Michael Garanzini, S.J. insistence of the Holy Father. The Holy President, Loyola University Chicago Father asked for an open and frank discussion of concerns that he and others

I want to welcome the Roundtable here had had regarding the use of funds, because of the great work that you have the use of consulters and advisors, the been doing. I followed the Roundtable disposition of Church property and goods, and participated in several events and and a host of other material matters. The programs and have come to admire and meeting amounted to what, I think, was respect the work that people like Geoff a first ever effort of the Vatican to call Boisi and Kerry Robinson have done, and for transparency and sound decision- the fruitful sharing of your expertise with making, and suggesting to these nearly the Church. When the Roundtable began, 650 congregations that we are not there there was some trepidation and worry on yet at all. That work is sorely needed, and transparency is essential. We probably Rev. Michael Garanzini, S.J. the part of both the organizers and Church leaders. The spirit, or the atmosphere, need a global Leadership Roundtable, an then was more self-protective and international counterpart to this group, so cautious. But the Roundtable, I think, has that the entire Church can benefit from proven to be not only worthwhile, but a the collaboration among experts and really necessary forum. I think all sides Church leaders. The Church’s work would appreciate the eagerness to help the be more professional and our use of our needs of the Church and to facilitate more goods would be wiser and that, again, competent and more skillful personnel is sorely needed. in the Church. The leadership of the Roundtable is sorely needed still. So transparency and professionalism are now the coin of the realm, so to speak.

About two months ago, I was in Rome And you have set the way. You have been for my other job, and it just happened to an example of how that can happen in our be at the conclusion of a meeting of over Church, and so I congratulate you. I wish 650 treasurers of religious congregations. you much luck in the two days ahead, and It was called by the Congregation for I hope that things go really well for you. Religious Life, but it was called at the

4 THE LEADERSHIP ROUNDTABLE INTRODUCTION TO THE ANNUAL MEETING

Kerry Robinson played a meaningful role in assisting the Executive Director, Church toward a mission-centered goal The Leadership Roundtable of exemplifying ethics, excellence, and accountability.

Yesterday we had a wonderful and very engaging Board of Directors meeting. In March of this year, the Leadership Much of it was devoted to an important Roundtable was invited to address the strategic review which is the happy treasurers of international communities consequence of 10 years of contribution of men’s and women’s religious orders to the Church in the United States and who were invited by Pope Francis to wanting to be ready to be of maximum, meet in Rome. Following my presentation efficient and effective service for the next that outlined the manner and ways the 10 years. Leadership Roundtable serves the Church I was struck by the palpable hunger, across Kerry Robinson Later, I had the good fortune to have dinner the globe, for what we are offering very with four of our trustees: Kevin Carton, intentionally to the Church in the U.S. How Charlie Moore, Geno Fernandez, and Father we can contribute to the global Church is Jack Wall. At dinner Father Wall reminded going to be an ongoing strategic question us that as Christians we are called to for us. Which is why I was encouraged exercise faith-filled imaginations. That is by that hunger. It points us to a future exactly what our founder, Geoff Boisi, did of a global Church where ethics, and 10 years ago. He imagined a Church that accountability and managerial excellence intentionally invited the contributions and are the norm. talents of all of the baptized; he imagined the restoration of trust in the Church I believe the Leadership Roundtable has that he loved; and he imagined making a an important contribution to make in major contribution to advancing ethics, helping the Church reach those ambitious accountability, transparency, and best goals, and I truly appreciate and applaud managerial practices within and for the the tireless work of each of you since we benefit of the Church. It was a grand launched our effort. I look forward to the experiment that had never before been next 10 years with great excitement and done anywhere in the world. Now, 10 years even greater expectations knowing what later, we are proud to be gathered here all of us are capable of accomplishing with you knowing that collectively we have together.

INTRODUCTION TO THE ANNUAL MEETING 5 National Leadership Roundtable on Church Management 2014 Annual Meeting The Standard for Excellence: BEST PRACTICES FOR A MISSION DRIVEN CHURCH Loyola University Chicago | Lake Shore Campus | June 24-26, 2014 www.TheLeadershipRoundtable.org/AnnualMeeting

EXCELLENCE AT WORK: STORIES FROM THE FIELD

Susan King (moderator), Dean, School of Journalism, University of North Carolina Chapel Hill, and Leadership Roundtable Trustee Rev. Efrain Bautista, Pastor, St. Francis of Assisi Church, Vista, California, and Toolbox for Pastoral Management participant Mary Cornwell, Amate House Volunteer and ESTEEM participant, Michigan State University John Deinhart, Director of Stewardship and Strategic Planning, Diocese of Knoxville, and Catholic Standards for Excellence participant

needs. We now have 10 years of projects under our belt and 10 years of people who have been touched by these experiences. Today we’re going to focus on three areas where we’ve done significant work – the Toolbox for Pastoral Management, ESTEEM and Catholic Standards for Excellence – as After a few weeks of settling in, I asked seen through the lives and work of people myself, How am I going to do this? How who have benefitted. am I going to take on St. Francis? So I began to do some research on methods REV. EFRAIN BAUTISTA and tools to help me become the best I remember being called to the bishop’s pastor I possibly could, and came upon office two years into my priestly ministry the Toolbox for Pastoral Management.

Susan King and thinking, what did I do wrong? Instead, I realized how perfect it sounded, and the bishop told me he was naming me wound up attending the Toolbox session SUSAN KING administrator – it became pastor a few in Tucson, Arizona about a year and a half When people ask us, ‘What does the months after that – of the Church of St. ago. It was probably the best week of my Leadership Roundtable do?’ we start by Francis of Assisi, the biggest church in two years as pastor at St. Francis. going through a litany of branded items the biggest parish of the Diocese of San and various programs that have emerged. Diego. There are 9,000 families registered I was struggling in all areas of the parish, But what we’ve really done is carve out a in my parish. We have 12 Sunday Masses and needed all the help I could get, temporal area of the Church and tried to celebrated in English, Spanish and particularly from a human resources define how we can improve as professionals Vietnamese, and an Italian Mass once a perspective. Our staff morale was very the running of institutions that have month. We also have a parish school. low. We were losing families left and right temporal and business qualifications and at the school (in a two-month period we

6 THE LEADERSHIP ROUNDTABLE “I’m delighted to say the Toolbox for Pastoral Management provided me with tools I could incorporate into my parish, tools that could help me handle challenges like getting the entire parish community engaged, and reforming the parish council. ”

have happened without the good work of about the Church’s stance on each of our people and the support of the Toolbox these issues so we too could take a stand for Pastoral Management. informed by our faith.

MARY CORNWELL Upon graduating from Michigan State

Rev. Efrain Bautista I participated in ESTEEM from 2012 to University in the spring of 2013, I was 2013, while a student at Michigan State inspired to do a year of service to branch lost 43 students). We were also losing University. There were about 14 people in out and put into practice those Catholic parishioners to neighboring parishes. From our young adult leadership program. We social teachings I learned through the an administration standpoint, it didn’t help met every two weeks, learning how to ESTEEM. I joined Amate House, which that the seminary I attended never taught take our Catholic faith out into the greater is a young adult volunteer program us how to read a balance sheet or profit Catholic community after graduation, and throughout the Archdiocese of Chicago. and loss statement. I knew I needed to how to use our careers and goals to better I lived in community with 12 other do something. the Church, while figuring out our roles. volunteers for a year and got the chance to live out our Catholic social values, and I’m delighted to say the Toolbox for Pastoral At our ESTEEM meetings we’d talk about learn about community. During my time Management provided me with tools I a variety of things, including dignity of life at Amate House, I worked for a nonprofit could incorporate into my parish, tools that and social issues. We also had a really cool organization called Girls in the Game, could help me handle challenges like getting mentorship program in which our mentors where I coordinated and implemented the entire parish community engaged, and were aligned with our career goals. This health curriculums in after school reforming the parish council. When I went not only enhanced our learning experience programs in different Southside and to my first parish council meeting I learned but showed us how our skills and interests Westside Chicago neighborhoods. we had about 150 voting members, each might fit into the mission of the Church. We with their own opinion on how to run the ended the year with a Capstone nal Conference esteem identity parish. These meetings would run five to at St. Thomas More Catholic Chapel and six hours. In addition, I had staff who would Center at Yale University bringing together come to work at 10 a.m. and leave at 3 p.m. all 12 universities participating in ESTEEM. -- who were getting paid over $60,000 a The discussions centered on what we had year. I inherited a debt of $180,000 my first learned throughout the year and how to year. Things weren’t adding up. become young adult leaders in the Church. nal esteem identity (reverse type) The Toolbox has not only transformed my Something that really stuck with me life, but the life of my parish. Most of the as part of ESTEEM was Catholic social families that left our school have returned. teaching. I believe that many young Our parish registrations have increased. people when they hear ‘religion’ and And we ended up with a surplus of ‘Catholic Church’ think of a lot of rules $68,000 last year. These things couldn’t and regulations. So we discussed current “The Toolbox has not only issues like birth control and gay rights, euthanasia and abortion, treating themesteem logo final | 6.5.10 | Christine Patronick | 978.387.5276 transformed my life, but as hot topics that are really important to the life of my parish.” young adults today. Specifically, we talked Mary Cornwell

EXCELLENCE AT WORK: STORIES FROM THE FIELD 7 As for the future, I’ll be going to “For the first time the pastor That process took about a year and a graduate school in the fall, working half. I’m happy to say that those three engaged the laity in the toward a Masters in Public Health. And parishes are nearing the end and will I plan to be active in whatever young budget process.” soon earn the Seal of Excellence from professional programs they have at the Catholic Standards for Excellence activities I was constantly comparing the my school. Too often today young program. Even more impressive is what Church world to the business world. There adults are uncertain what their role is we’ve accomplished in a very short time. was such a disconnect for me as I kept in the Church. ESTEEM really opened We wrote our first strategic plan. For asking, ‘If this is so simple in the business my eyes – it inspired me and showed the first time the pastor engaged the world, why don’t we have a comparable me that I can make a difference in the laity in the budget process. We’ve done way to do it in the Church?’ Church even in my twenties. assessments of our Chancery staff and Catholic Charities organization, which As background, our diocese is the third have led to a much broader understanding youngest in the country. We went from of their needs and gaps. We’ve also done 30,000 Catholics when we were formed an assessment to ensure we have the in 1988 to 65,000 today. As a result, we right people working on the right things struggled a bit because we moved from with the right processes so that we’re being infants to teenagers, and now we not stepping over each other and making need to behave like adults. How do we mistakes. And we’ve created a Pastoral put processes together that would allow JOHN DEINHART Services team to discuss the things we us to do that? The Catholic Standards for My story doesn’t start with the Church. need to do as a Chancery for the parishes. Excellence told us how. I went to their It starts with beans, Bush’s Beans, website, started downloading some of specifically. I spent 24 years in sales “In sum, the Standards for the resources, and realized this is simple and marketing, the last 18 with Bush’s Excellence are allowing us to stuff. It’s not that complicated. You take Baked Beans. Born and raised as a it off the shelf and if doesn’t fit, maybe be effective and to do our jobs Catholic, I also became increasingly something else does in your environment. active in my parish, serving as parish better – without reinventing council president for a long time the wheel.” We rolled out the Standards in three of and chair of the finance board, while our parishes, engaging laypeople, pastors, working on a number of strategic Through its advisory role, the Roundtable and the parish councils. The Leadership events. And during the course of those has been instrumental in all of this. In Roundtable played a pivotal role in the sum, the Standards for Excellence are implementation, while I served as sort allowing us to be effective and to do of a champion and cheerleader. They our jobs better – without reinventing came to the first meetings with each of the wheel. The Standards are there for the parishes, separately, and helped us the taking, and they’re easy to integrate to understand their uniqueness, including into your culture. I’m happy to report their struggles and what they were good we have three more parishes ready to at and not so good at. Then we brought introduce the program. We have a total the three parishes together and, with the of 51 parishes in our diocese, and it’s help of the Roundtable, went through just a matter of time before they all get each of the 55 Standards and how they exposure to the Catholic Standards for could empower each parish to meet its Excellence. John Deinhart goals and priorities.

8 THE LEADERSHIP ROUNDTABLE SELECTED QUESTIONS, ANSWERS, AND COMMENTS

JOHN DEINHART It’s really hard for the first three parishes in our program, but suddenly you have six and then nine. I believe there’s a ripple effect Sister Mary Charles Mayer and like any best practice it will continue to grow. But the Toolbox and Standards for that’s a practical and immediate way to Excellence can’t continue being our best- spread the word about Toolbox. kept secrets. We have to get the word out about what they do and how they transform. SUSAN KING And part of that is the responsibility of the I’d like to ask Father, now that you’ve leadership of the Church. done the Toolbox and seen its results, Tom Healey what about the Catholic Standards for REV. BAUTISTA Excellence? Does that need to be brought TOM HEALEY I feel that those of us who have to your parish, as well? Treasurer, The Leadership Roundtable participated in the Toolbox need to become ambassadors for the program, REV. BAUTISTA One of the challenges we face at the and let our brother priests and brother Yes, I think it’s very important that every Roundtable is maximizing the impact pastors know of the results in our own parish incorporate the Standards. It gives of our successes. Let me give you an parishes and what it’s meant to our us the opportunity to see how we can best example using the Toolbox for Pastoral ministries. I also think there needs to be serve those who need us, whether it be Management. We’ve had seven or eight better coordination on a national scale parishioners or the community in general. sessions, with 30 to 35 men at each. That so that the bishops would support the I think we often need to figure out creative adds up to around 240 priests. But there program no matter what region or what ways as a Church to better use the people are 18,000 pastors in the Catholic Church. province you’re in. we have, to channel their talents and their How do we engage all the ones we abilities in the right direction. In my parish we missed? One of the things we’re thinking SISTER MARY CHARLES MAYER have many people who want to volunteer, about experimenting with is distance Associate Chancellor for Pastoral Services, but their energy is channeled in the wrong learning to increase our reach. In your Diocese of Knoxville way. The Standards for Excellence would discussion on Standards for Excellence, give us the opportunity to evaluate not only John, you gave a wonderful example of Part of my job will be taking our directors our parishioners, but the parish staff. how it’s impacted three of your parishes, out to meet the pastors, and being in and is now being rolled out to three more. dialogue with them. And it occurred to CAROL WALTERS Yet you said you have 51 parishes. If you me that I need to become very familiar Director of the Office for Lay Ecclesial roll out three every year-and-a-half, that’s with the Toolbox so that I can take that Ministry, Archdiocese of Chicago an extremely long implementation period. knowledge to the pastors and educate So my question is, how do we put that them about the program so it could You’ve talked, Father, about how the process on steroids? possibly be of service to them. To me, Toolbox has helped you when you had to

EXCELLENCE AT WORK: STORIES FROM THE FIELD 9 college. And in just one year, I’ve seen a difference in the way they’ve been able to connect with young people in our parish. I believe that ability to relate to youth as well as adults is very important to any parish. As Pope John Paul II was fond of saying, ‘They’re not the Church of the future, they’re the Church of today.’

FRANK DONIO Director of the Catholic Apostolate Center, Washington, D.C. from left: Susan King, Rev. Efrain Bautista, John Deinhart, Kerry Robinson We need to engage people who are post- lay off someone. Can you tell us how the It sounds like there’s a wonderful revival collegiate, people like those ESTEEM Toolbox has helped you to energize your occurring in the parishes and in the is preparing. And that’s one of the key staff to become more involved in parish life? Church. I’d like to ask the panelists what problems I’ve seen not only in our work they plan to do in terms of getting young as a Center, but in terms of pastoral REV. BAUTISTA people, the future stakeholders of the ministry. That period—after people come One of the things I learned through the Church, more engaged. out of these wonderful campus ministry Toolbox is that it’s not just about ‘this is programs, or programs like ESTEEM, what Father wants,’ or ‘this is what Father REV. BAUTISTA and move to various parts of the country does,’ or ‘this is what we should do.’ We After participating in the Toolbox, I cut my to find work—is so important in terms now have at my parish biweekly staff 150-member parish council to down to 15, of keeping them engaged in the parish meetings where I bring to the table different and one of the requirements is that we community. Our Center, for example, options for all of our staff, and I get all of have a young adult member. I also realized is partnering with the Archdiocese their inputs. I really think it’s about a Father the need to meet young adults and youth of Washington, D.C., to develop a being able to collaborate with them and at their level, so I try to keep up with the post-collegiate program not only for acknowledging, You’ve been here longer technology they’re into, including the evangelization, but for engaging young than I have. My approach now is, Let’s latest phone aps. Another thing I did was adults in meaningful ways in leadership talk about a particular program, ministry or bring in a much younger youth director, roles and in the ministry, both within and practice (like Sunday Mass schedule), even someone who had just graduated from beyond the borders of the Church. if we have to change it. I ask them, How do you feel? Is this something that’s going to work? What are people telling you in your ministry? As a result, my staff is now able to work effectively together without me being on top and sort of dictating everything.

NICOLE PERONE Student, Yale Divinity School, the Master of Divinity Program

As far as getting young people involved, from left: Nicole Perone, I’m super inspired by what the Roundtable Rev. Kevin Kennedy, Rev. Thomas Smolich, S.J. is doing for the Church in America.

10 THE LEADERSHIP ROUNDTABLE National Leadership Roundtable on Church Management 2014 Annual Meeting The Standard for Excellence: BEST PRACTICES FOR A MISSION DRIVEN CHURCH Loyola University Chicago | Lake Shore Campus | June 24-26, 2014 www.TheLeadershipRoundtable.org/AnnualMeeting

RESPECT, TRUST, AND A ROUND OF GOLF

Most Rev. Joseph Kurtz, Archbishop of Louisville and President, U.S. Conference of Catholic Bishops Brian Reynolds, Chancellor and CAO, Archdiocese of Louisville

ARCHBISHOP JOSEPH KURTZ We’d like to focus on healthy, productive Brian and I have worked very closely over relationships today. Our vehicle will be five the last seven years. And what we’ve specific points – none of them shocking tried to do is to present our relationship revelations – which we hope will inform as a model, though certainly not a perfect and stimulate the conversation. one. It’s a model that we ask pastors and lay leaders who are working together on BRIAN REYNOLDS a parish level to examine and to provide First, is the importance of having non- feedback so we can improve. crisis interaction to build trust and respect. In other words, don’t wait for a crisis – Some of you may know I was involved for whether it’s a priest problem, a financial many years with Catholic Charities. That problem, a parish merger, a school closure, experience reinforced the importance of a media misunderstanding, whatever – to looking at leadership, not just from the figure out how you’re going to work to- Most Rev. Joseph Kurtz standpoint of the kinds of talents, skills, gether. You need to have some non-crisis and abilities a person brings to the table, activity. And hence the topic of our talk: ARCHBISHOP KURTZ but at the relationships they’ve cultivated Respect, Trust, and a Round of Golf. I’d like to add something about that non- with other professionals. In the Archdio- crisis model of relationship-building. I have cese of Louisville, we’re fond of saying Respect and trust occur when we take observed, even as a pastor and in my Catho- that if we want a healthy Archdiocese, we steps to intentionally build them. We don’t lic Charities work, that people often don’t need to support healthy parishes. And we wait to see if we can trust each other. We give priority to spending the time to develop talk about the relationship between Brian go about building trust by talking things professional relationships or interactions and me as a model of healthy interaction through before a crisis develops. And the with one another, so when a crisis occurred that can be communicated to others. round of golf was thrown in simply be- and they had to quickly find a solution, they cause it’s important to do things that you had no foundation on which to build. both have interest in.

“Don’t wait for a crisis - build trust and relationship as standard practice.” @mycatholicvoice #CatholicSFX

RESPECT, TRUST, AND A ROUND OF GOLF 11 the final word. If the other person shares odologies to enhance our communications my view, then it helps to build a sense of and promote dialogue. The Archbishop is trust and the chance for collaboration. very effective at using electronic communications. We use a lot of e-mail and mes- The second of the five points we’d like to saging – they’re an important part of how discuss today is effective methods of com- we build trust and how we communicate. municating with one another. I have what I Good and open communication also car- call my Jell-O theory. When you pour Jell- ries over into some of our pastoral activi- O into a mold, there’s the “one-third” and ties. For example, the Archbishop does a the “two-thirds” of the way effect – where local television show, which some other the one-third is still warm and able to shift, dioceses carry, called Conversations with Brian Reynolds while the other two-thirds is starting to jell Archbishop Kurtz. It consists of 10-minute and not conducive to change. Likewise, segments where I usually interview him for My own relationship with Brian over these Brian and I have given ourselves permis- two segments, while another is devoted to last seven years has been strengthened sion, in cases where something is of great the Archbishop interviewing someone else. through several mutually applied principles. importance, to bring another person into So here, too, we exhibit good conversation The first is giving the other person the the conversation for the critical one-third that goes back and forth. benefit of the doubt. No matter who you’re where there is a chance to mold the deci- dealing with, that person is going to have a sion and to prepare ourselves for what, in “Good and open perspective that at times makes you think, a sense, is coming down the pike. That’s in communication also carries “Gee, I wouldn’t have done it that way.” contrast to eleventh-hour planning. And that’s a healthy place to start because over into some of our pastoral it rests on a trusting attitude of giving the Another pathway toward effective com- activities.” other person the benefit of the doubt. munications is what I call the strategic triad where if Brian and I are speaking and work- Recapping the points we’ve discussed so A second principle that’s enhanced our ing together, I ask about the third person far in terms of building respect and trust, relationship is giving each other permis- that we may need to bring into the conversa- there was non-crisis interaction, followed sion to raise questions. For example, if I’ve tion. So, in a given year, we might have 15 by effective communication. The third point done something and Brian says, “I’m not conversations with one other person where is being publicly accountable. This obviously sure that’s really the right way to do it,” we’re all trying to get on the same page. applies throughout the year, but it’s particu- or vice versa, we give each other permis- I’ve tried to use that model, for example, larly important in the fall when there seems sion to raise that question without thinking with our Bishop’s Conference. What we’re to occur within the Church a sense of “let’s the ceiling is going to cave in on us. And trying to avoid is an unhealthy triangle where get everything started at once.” We do a that goes a long way toward building trust there’s two people in and one person out. lot of public accountability sessions where – when we know we don’t have to be per- That’s a common relationship problem in the Archbishop and I meet with the Priests’ fect and can give permission to question parenting where you might have a mom and Council, the Pastoral Council, and small each other’s actions. a dad on one page and a child on the other. groups of priests. All priests are invited to We’ve especially tried to avoid that triangula- these meetings to hear the two of us give A third principle that’s particularly impor- tion with new staff members. If a person is a report on the state of the Archdiocese. tant to me is sharing my initial stand on coming on board in a clearly strategic area, We also meet with major donors and with an issue or matter. If there’s a question Brian and I will work closely with them to parish staffs and leaders. That adds up to on anything – Catholic schools, ministries, ensure we’re all on the same page. a pretty heavy workload of about a dozen finance, development, vocations, choice of to 20 meetings over the course of a single pastors – I think it goes a long way for me BRIAN REYNOLDS month, so that people are getting a sense to share my initial stance, knowing it’s not We’re also always looking for new meth- of accountability from both of us.

“Doing consultation builds a practice of others doing consultation.” @mycatholicvoice #CatholicSFX

12 THE LEADERSHIP ROUNDTABLE working together in our Chancery is to build a sort of creativity, a sense of investment and accountability, because we’re collectively saying, “This is not the Archbishop’s problem – let’s see who the best person is to handle it.”

BRIAN REYNOLDS This concept of designating the best person to handle something is really a distilling process. It’s built into our language. When we’re dealing with a question or a problem, from left: Barbara Anne Cusack, Richard Burke, Carol Fowler we expect any number of people who ARCHBISHOP KURTZ budget was $150,000; now it’s $700,000. might be part of the conversation – the There are some side benefits from these Let’s talk about donors.” So, it’s that back Vicar General or the Vicar for Priests, for public accountability sessions. One is that and forth with divided roles that adds a example – to consider not just the next step it’s actually helpful for me to hear how useful dimension to the conversation. but also who is the best person to handle Brian is presenting to others and for him the next step? And the answer isn’t based to hear how I’m presenting. Plus, these ARCHBISHOP KURTZ necessarily on personality or skills. Rather, sessions allow us to listen to people we The fourth of our five points is determin- the key question is, “Who is most likely to work with, particularly those in leadership ing the best person to address a particular achieve the results we’re looking for?” roles. The other thing is how important it issue. We have a team of about five people is for me to speak well of Brian publicly who work especially well together, just like The last of our five points actually con- and for him to do the same for me. People many of you have a core team that works sists of two parts. The first is that we will be able to see if there’s a hollowness closely together. In our case, I was always believe it’s really critical in our daily work to it, so we have to be transparent and amazed at how well we’re able to determine to employ careful consultation and the speak the truth at all times. Sometimes I the best person to solve a problem when it use of what we call the critical question observe that in the name of joking, people comes to raising money. We always seem approach. Careful consultation is a regular can subtly tear the other person down – to say, “Okay, we have this particular donor; part of our listening process. It doesn’t unintentionally. We only have so many who’s the person most likely to positively mean voting on how many people are in opportunities to present ourselves publicly influence them?” But we don’t always apply favor of this or how many are in favor of in leadership roles, which is why it’s impor- that approach to other situations. that. It means actually taking the time to tant to take advantage of each of these. gather the right people around the table so One of the other things we’ve tried to work they can be part of the listening process. BRIAN REYNOLDS on over the last seven years is nailing down Here’s another small example of how we the best person to reach out to someone Over the past few years, we’ve used that divide our roles. When Archbishop Kurtz in need. It might be a particular pastor, but approach to totally redesign our Finance arrived, we had three seminarians, a num- sometimes we’ll determine that the best Council, create a new Development Council, ber we wanted to increase. A couple years and only person is the Archbishop – I need and name a new editorial board for our news- later, we had 17 seminarians. So when we to call that person or go out and visit them. paper. It boils down to consultation through did these accountability reports, the Arch- In other cases I might be, for a variety of listening – particularly how we listen. Where bishop would stand up and say, “I’m very reasons, the worst person to take on that it works best is using what we call the critical excited to tell you we had three seminar- responsibility. But instead of saying, “We question approach. In our Priests’ Council, ians three years ago, and today we have always do it this way;” it’s more important Archdiocesan Pastoral Council, and other 17.” People would cheer, but I’d inject to give ourselves flexibility by saying, “Okay, consultative meetings, we try to never have a note of reality by saying to the group, who would be the best person to do it?” more than two questions, maybe three, on “Stop! When he came here my seminarian What that does for the group of five or so the table. There’s always some reporting that

RESPECT, TRUST, AND A ROUND OF GOLF 13 into their lives and becoming, in a sense, an indirect way to talk to the pastors. I have to say, though, this has never been an issue. If anything, those priests who are pastors perceive the Pastoral Council as a way of assisting them so they don’t always have to be the funnel for communicating every decision or every issue to everyone. Whenever Brian and I meet with them, we’ll ask, “Who’s new here?” and invariably a third to a half of the attendees are new. So it’s becoming a much from left: Brian Reynolds, Kerry Robinson, Most Rev. Joseph Kurtz wider gathering than just 60 or 70 people, needs to occur. But when it comes to what meetings are an opportunity to delve into and that’s a very welcome development. conversations to have, if a small number of the two critical questions on the mind of the topics are on the agenda – not eight, nine, or Archbishop. We may tell the Parish Coun- While we’re on the top of consultation, ten – and you make sure everybody knows cils that we’re doing our strategic plan, for I’d like to point to two important ways I’ve about them in advance, then that’s an effec- example, and we have a couple of issues found to be on the receiving end. There tive use of our councils’ time. To our minds, we need feedback on or perhaps something needs to be some point in a leader’s life in just asking “anybody have any questions?” to do with young adults or with growing cul- which he or she privately has an opportu- is not consultation. Consultation is where we tural diversity in the diocese. So we pose the nity to mull over what’s happening in their have two or three focused areas we need to critical questions to them well in advance organization. Thus, I prize greatly the one address before we leave today, and we need of our Pastoral Council meeting and ask the day every month I have to reflect. This to hear from everybody who’s here about Parish Councils to have that conversation personal day allows me to step back and those things. at their next meetings. That typically results take stock of what’s going on. in feedback within about 30 days from 60 It’s interesting to note that the critical Parish Councils. It’s a quick and effective During the Pope’s recent message to question approach enabled us to dra- process. Plus, the Parish Councils become us on World Communications Day, he matically redesign our Pastoral Council a conditioned to practicing consultation as stressed that in an increasingly hectic number of years ago. The U.S. Conference opposed to discussing what color to paint and fast-paced world, we need to create of Catholic Bishops did a study about the the lines in the parking lot. It moves them a sense of calm and serenity. And so it effectiveness of Diocesan Pastoral Coun- to a conversation on the critical issues that would seem to me that consultation, if it’s cils and discovered that in dioceses where parishes should be addressing. done right, needs to create an opportunity they exist, they’re not particularly effective. for us to privately take in that information We read that study and realized it was true ARCHBISHOP KURTZ and, no less importantly, be able to use for us as well, so we decided to undertake a When I arrived seven years ago, I frankly it. In other words, to begin to see how redesign. Today, our Archdiocesan Pastoral had reservations about the new model of we can apply the things we’ve learned – Council is a convocation model. Every chair the Archdiocesan Pastoral Council. That’s perhaps at our next meeting to report back of a parish council has a seat on the Pastoral because I knew that canonically and pas- to people and give them an update on Council. The group convenes twice a year torally the Parish Council is meant to be timely issues. That helps to build a level of for a full day with the Archbishop and me. advisory to the pastor. So I wondered if the dialogue and communication. This model has given us a valuable tool to Diocesan Pastoral Council was going to get data directly from every parish. And it’s create a triangle, which would be perceived Those are the five key areas around which certainly worth noting that Pastoral Council by the pastors as the Archbishop intruding we believe respect and trust are built. “Consultation is where we have two or three focused areas we We hope we’ve given you some helpful insights into the small effort in our diocese need to address before we leave today, and we need to hear to build what you might call healthy, pro- from everybody who’s here about those things.” ductive, and professional relationships.

14 THE LEADERSHIP ROUNDTABLE SELECTED QUESTIONS, ANSWERS, AND COMMENTS

like many organizations, with a key group ership roles beyond the Archdiocese. of five or six people. My first question is: To be able to cite those and say we antici- How does that leadership decision-making pate deriving the same benefits is a strong group interface with your consultative bod- statement. Of course there will always be ies? And my second question is: How did challenges with travel and so forth, but over- you deal with the fact the Archbishop has all we see my national role as a benefit. It two full-time jobs at this point? gives us an opportunity to have some input, and hopefully some impact, on decisions ARCHBISHOP KURTZ beyond the Archdiocese. And it certainly The second question might be the easier gives us the opportunity to learn from the one, so I’ll start with it. Brian and I and experiences that I and others bring back. our staff presumed over the last year or so I would become president [of the U.S. BRIAN REYNOLDS

Kevin Carton Conference of Catholic Bishops] since I had I’ll try to address your first question. When been vice president. So, if we weren’t pre- our leadership group meets with the KEVIN CARTON pared, it would be our own fault. We began Pastoral Council of the diocese, the critical Trustee, The Leadership Roundtable to look early on at areas that would free up question or two might dictate who else some of my time. A metaphor that comes has to be there. The Archbishop always As we begin our tenth year of operations, to mind is elastic borders – the notion that addresses them first, and they get to dia- what do you think the Roundtable should it actually is to our benefit as a diocese to logue with him. My focus is to get to the do next? have not only a bishop but other people critical questions. And if it’s a question that involved in the larger Church community. relates to communication at the diocese, BRIAN REYNOLDS We’ve had a very glorious experience in say, we’ll have our communications direc- Your question brings me back to the notion Louisville with people who have taken lead- tor with us. So it’s not just the two of us of building relationships. I don’t know if the Roundtable has enough ambassadors yet. But to tell everybody at your conference to go out and spread the word about the Roundtable won’t get you anywhere, because people will think that others are going to do the job. You need a select number of people to be your initiators, your ambassadors. That will empower them.

JEFF VON ARX President, Fairfield University

The leadership organization you’ve from left: Most Rev. Joseph Kurtz, Brian Reynolds described in the Archdiocese functions,

RESPECT, TRUST, AND A ROUND OF GOLF 15 meeting with the Pastoral Council. We in- BRIAN REYNOLDS volve in the consultative process whoever I’ve been in the diocese for 25 years. I did the key players are. strategic planning and HR work before I was named Chancellor in 2002 by Arch- ARCHBISHOP KURTZ bishop Kurtz’s predecessor, Archbishop I would add that the pressure is on us to Kelly. When Archbishop Kurtz came, I said ask the right critical questions. And that to him, “I love our diocese, but I defer to may mean bringing in people ahead of you, Archbishop. Would you prefer a new time to consult with us on how to ask Chancellor?” And he said, “We’re not the right questions. There may be cases going to have that conversation now. Let’s where it’s as important to have a consul- give each other six months. You may learn tant help you to identify the question as it you don’t want to be here!” So, the as- is to moderate the conversation. So, we sumption we started with was the need to often front-load our involvement by spend- work together for the sake of the mission ing as much time as we can on that critical and build from there. question. There should be no surprises at the actual meeting. People shouldn’t be able to say, “You just sprung that on me.”

CAROL FOWLER This may be the elephant-in-the-room kind of question, but we’ve all noticed that one of you is a bishop and the other is a lay person. It couldn’t have been automatic that this kind of partnership would work. How did you manage to work that out?

ARCHBISHOP KURTZ After I got my degree in social work, I became the Director of the Social Action Bureau in the Allentown Diocese. And that was really the first time I interacted with not just lay people, but with lay women. That was a very good and instructive experience for me, followed by my work with Catholic Charities. So maybe coming from a social work background where there has traditionally been less priestly and more lay involvement better prepared me to work with a lay partner like Brian. When I first arrived at the diocese, we had no idea what the outcome would be. But we decided to give it a good faith effort, and I’m very grateful that we did.

16 THE LEADERSHIP ROUNDTABLE National Leadership Roundtable on Church Management 2014 Annual Meeting The Standard for Excellence: BEST PRACTICES FOR A MISSION DRIVEN CHURCH Loyola University Chicago | Lake Shore Campus | June 24-26, 2014 www.TheLeadershipRoundtable.org/AnnualMeeting

FROM ROME TO HOME: VATICAN REFORMS AND THE CHURCH IN THE U.S. Rev. J. Bryan Hehir, Professor of the Practice of Religion and Public Life at the Harvard Kennedy School, and Secretary for Health Care and Social Services, Archdiocese of Boston Elizabeth McCaul, Partner, Promontory Financial Group, LLC

KERRY ROBINSON REV. BRYAN HEHIR Second snapshot: the way he manages Executive Director, I’ve been given nine minutes to summa- symbolism and substance. He’s a man The Leadership Roundtable rize Pope Francis. What I can give you in of instinctive symbolic action. We’ve got that space are snapshots meant to help to ask, What is the substance behind It is my great pleasure to introduce two you evaluate him over the long-term. the symbolism? Where he lives, what he experts in their fields who are prepared to drives, how he dresses. All of those, in give us some insights into a topic on ev- First snapshot: what are the sources that a sense, are symbolic. All of those have eryone’s minds: Pope Francis and Vatican move him? We already know he’s a Jesuit transformed the image of what a Pope is reform. Father Hehir is a founding trustee and a Latin-American bishop. Those are in the minds of people. of the Leadership Roundtable, a close per- deep, powerful influences in his mind. sonal advisor to Cardinal Séan O’Malley, When he analyzes the world in his Letter and an expert on how the Catholic Church “Joy of the Gospel,” he doesn’t say, “I’m operates. Elizabeth McCaul is a partner- going to analyze the world.” He says, “We in-charge of Promontory Financial Group need to discern what’s happening in the where she provides a broad range of world.” Classic Jesuit language. He’s a financial and regulatory advisory services bishop who lived through the Dirty War to clients in the U.S. and Europe, includ- in Argentina. And if you lived through the ing assistance with matters related to Dirty War, you’re not going to be surprised safety and soundness, risk management, by Iraq and Syria and other hot spots corporate governance and capital markets. around the world. And he’s a bishop of Among Promontory’s prestigious clients the Second Vatican Council. He’s reviv- is the Vatican Bank, in which Elizabeth is ing collegiality, the local Church, and the playing a leading role. collaboration of popes, bishops, laypeople and religious. Rev. Bryan Hehir

“Pope Francis is a man of symbolic action; you’ve got to ask what the substance is behind the symbol.” @NicolePerone #CatholicSFX

FROM ROME TO HOME: VATICAN REFORMS AND THE CHURCH IN THE U.S. 17 Everyone knows that a key question for any executive is where you spend your time and how you plan your day. In the case of Pope Francis, he spent time his first three months at Lampedusa, the refugee island in northern Africa, and at the Jesuit Refugee Center in Rome. He went to Assisi to do a walk-through of the clinic where children with multiple physical and psycho- logical problems are treated. He stopped and visited 100 children there -- one by one. It was symbolic and substantive.

Where does he go on trips? Brazil was ar- Elizabeth McCaul ranged ahead of time. He’s going to Korea, Sri Lanka, the Middle East, and Albania. “He’s trying to build a practical model of the Church, and so he uses This is a man who says the fundamental language about the Church that no other Pope has ever used.” problem today is that we have an economy of exclusion, or a world of exclusion. That some people over others. Want to run that need to have our eye on the edge of the is to say, some people don’t count as one. through the IMF and the global economy circle of light, where the vulnerable live and And in the world of international relations, and budgetary planning? You have to do suffering occurs – and not just because clearly, not everybody counts as one. So those things. He hasn’t, though he’ll have they are poor, but because they are humans he chooses to go to places that often- to do some of them (or at least get some and need support and sustenance in differ- times don’t count, not even as half of one. help doing them). But the point is justice, ent ways. To the Pope, that is symbolically Albania as a centerpiece of international structure and fairness in a world marked significant, and he is determined to be sub- politics? Nobody’s talked about that. His by enormous inequality -- politically, eco- stantively empowered. He proclaims that choices are symbolic and substantive. So nomically, legally. those who live by hope of the Kingdom of you kiss the Western Wall. Other Popes God are meant to make history, to generate have done that, I think. But kiss the wall Finally, in a way that intersects with what history. In other words, he wants a Church that divides the Palestinians and the Israelis the Leadership Roundtable has developed, that lives in the world and generates his- and don’t tell anybody ahead of time you’re I believe what he’s really trying to do is to tory in a way that calls attention to what it going to do it? These are symbolic actions build a practical ecclesiology. Ecclesiology means to believe in God. with substantive consequences. is the study of the discipline, the nature and the function of the Church. He’s trying ELIZABETH MCCAUL Next, a long term snapshot: justice to build a practical model of the Church, I’m a banker and a regulator by training. and mercy. Theologians have asked for and so he uses language about the Church I spent 10 years at Goldman Sachs, then centuries, How do you have a God that’s that no other Pope has ever used. The became a banking regulator, serving for six- all-merciful and all-just. Pope Francis talks Church as a “field hospital,” for example, and-a-half years as Superintendent of Banks about mercy in the Church and justice that in a conflicted world we ought to be of New York. Now I’m a fixer of banks. I in the world. That’s his combination. He like a field hospital. The Church ought to started as a banker at a time when being a asked, “What should the Church be like?” be a house of mercy again. The Church banker was a noble thing. We were facilita- and responded, “The Church should be a ought to have its eye at every level -- na- tors to the financial markets that would house of mercy.” And that confessions, tional, global, on what he calls the existen- allow hospitals, power plants and roads for example, shouldn’t be a torture cham- tial peripheries. to be built, and people to buy a house and ber, as he put it. Mercy in the Church, enjoy their lives. Unfortunately, it’s gotten justice in the world. ‘No’ to an economy Existential peripheries? What he really far off-track. of exclusion, ‘no’ to the marginalization of means is where suffering goes on. We

18 THE LEADERSHIP ROUNDTABLE Against that backdrop, the work that’s tak- have to have a way to get it there, a way group of international experts from around ing place under the direction (in a substan- that’s compliant with international law and the world, and we’re serving as an advisor tive way) of the Holy Father is extraordi- regulations. And to that end, risk culture is to help build a central bank and an appro- nary because it’s meant to change that being cited, along with the responsibility to priate governing structure to ensure sepa- culture, to return finance to being the kind challenge and oppose management deci- ration of responsibilities for spending and of service -- even respected service -- it sions. In plain language, the Holy Father budgeting money, and creating transpar- once was. is saying that transparency and honesty in ency around where the money is coming finance are essential. And to me, seeing from and what it’s being used for. What this discussion take place at the highest I never lose sight is that we’re putting “The extraordinary thing the levels of the Church and in furtherance in place the strongest possible controls, Holy Father is now doing – of the Church’s mission to the world is meeting international best practices, and is recognizing that this risk simply amazing. exceeding regulatory expectations.

culture needs to end.” Bankers and regulators are now feeling an urgent need to look to a higher author- The Vatican Bank has had a series of ter- ity, to make decisions about leading in the rible setbacks largely because there hasn’t right direction and putting the right internal been a structured place to transcend a controls and processes in place. So if you culture of secrecy. It’s a bank that operated leave this room with one takeaway today, in a culture of obedience which, in a way, I hope it’s that what’s happening in Vatican was not appropriate -- comparable to a is very real. I wouldn’t continue to do the priest telling you to follow his instructions work I’m doing if I didn’t believe it was up without allowing any questions or indepen- to international standards. We have had 25 dent controls. The extraordinary thing the people on site plus 10 people staffing the Holy Father is now doing – in the wake of Pontifical Commission working six days a the global financial crisis – is recognizing week, sometimes 18 hours a day, going that this risk culture needs to end. That through thousands and thousands of ac- something needs to be built. We’re seeing counts, making sure that the right accounts laws and regulations all around the world are in the bank, that they’re being used by that mention the word “culture.” So part the appropriate people, and that they’re of the work we’ve been doing hinges very being spent in the proper way. We’ve been closely on building controls that ensure building risk-management functions with transparency. And that means looking at direct internal controls and direct reporting every single account, getting references to a board of lay directors embedded in but in order to make sure they’re appropriate, independent of ecclesiastical structures. doing investigations and forensics, and reporting to the proper authorities. The other piece we’re doing is working with the Pontifical Commission to develop All of that is just a backdrop for what the a new economic and financial architecture. Holy Father intends to achieve -- which is The Holy Father put in place the Pontifical allowing financing to move to any place Commission for Reference on the Orga- on earth where it needs to be to ensure nization of the Economic- Administrative money is being spent on the poor. You Structure of the Holy See (COSEA) with a

“ In plain language, the Holy Father is saying that transparency and honesty in finance are essential. ”

FROM ROME TO HOME: VATICAN REFORMS AND THE CHURCH IN THE U.S. 19 SELECTED QUESTIONS, ANSWERS, AND COMMENTS

SUSAN KING tions in the minds of philanthropists who, Dean, School of Journalism, University as we all know, are so important to the of North Carolina Chapel Hill Catholic Church in the U.S. and around the world. Can you enlighten us on what he’s I’d like to ask Elizabeth about the culture of really thinking? Where is he coming from resistance to the significant changes she’s on this issue? described. I can’t imagine this happening without some kind of pushback. REV. HEHIR He has adopted the style of the interview. ELIZABETH MCCAUL And I think partly out of his pastoral style It’s true that with any reform effort you and his experience as a Latin American see resistance. It’s human nature to resist bishop he speaks very directly to questions change. The Holy Father said on the bank- of justice and injustice. In other words, he ing issue, “Pray for me.” I’m very optimis- has a very profound sense of how much tic. I see that the major recommendations suffering there is in the world, and a lot of Geoff Boisi coming out of the Pontifical Commission it is couched in economic terms. But he for Reference on the Organization of the doesn’t play out the implications of his di- and inequality is just one of them.’ So you Economic- Administrative Structure of the rect statements. For example, he says that need to contextualize. Holy See (COSEA) have come to life with inequality is the source of every conflict in Cardinal [George] Pell [named by Pope the world. To be honest, I have a lot of col- ELIZABETH MCCAUL Francis to the position of Prefect for the leagues at the Kennedy School who would The Pope recently gave a sermon about Economy of the Holy See with responsibil- take him up on that. They’d say, ‘That’s too the evils of speculation. And he spoke ity for reforming the Vatican’s finances and broad a statement. There are other things especially about speculators in Catholic administration], and that he thinks like a that feed into the conflicts in the world, society and the commodity markets, Minister of the Economy -- in our language -- and in a way that was never structured before. So, having a senior leader like Cardinal Pell as a Minister of the Economy responsible for budget, regulation, transparency and integrity of financial systems is a huge first step. And he’s off to an incredible start. But it won’t be easy.

GEOFF BOISI Chairman and Chief Executive Officer, Roundtable Investment Partners, LLC. The way the Pope has articulated some of his thoughts on capitalism has raised ques-

Betty Anne Donnelly

20 THE LEADERSHIP ROUNDTABLE especially food. He was very specific in access to the books. The balance sheet ning a diplomatic tour around the world. So saying this is a force that needs to be that’s been published has been very con- when he went to the Middle East, I figured undone -- that food speculation is caus- troversial, as I think most of you know. So, this is really not his strong suit. I mean, ing even greater hunger among the poor there is definitely a very strong mandate Pius XII was a diplomat all his life. Paul VI because it’s causing the price of food to do a full internal audit and then create was a diplomat. John XXIII was a diplomat. to rise exponentially. So he’s carving an overall budget for the Vatican City State They all spent their lives in the Vatican dip- out a place in the definition of what an and the Holy See. lomatic corps. And John Paul II had been economy should be and what’s accept- a political Pope in Poland. But I think what able. It doesn’t matter if you’re a capitalist Your other question was on accountability. Pope Francis did was move away from the or not. He’s challenging us to think about It remains to be seen whether the Council practical specifics of diplomacy. our form of capitalism differently, and I for the Economy will have operational believe it’s time to do that. oversight. My personal view is not to I know the United States Government make the Council for the Economy opera- and a lot of other people wanted him to PATRICK MARKEY tional over foundations, the dicasteries, et endorse the two-state solution. He might Executive Director, Diocesan Fiscal cetera, but rather to set the standards and have done something in private, but in Management Conference then empower other operational agencies, public, it was all symbolic. So, he kissed not unlike the way the GAO functions the Wall, and then balanced that with go- I have several questions around Cardinal in this country. The Treasury itself sets ing to the graves of Mount Herzl in Israel. Pell and the new Council for the Economy. policy; it’s not operational. If it gets in- And then, quite unexpectedly, invited the Will there be an internal audit function at volved in procurement or the management president of Israel and the president of the the Vatican; what are they learning insofar and maintenance of real estate it ends up Palestinians to Rome, not to do diplomacy, as accountability and standards; and will being a mess. but to pray. Those three things are not there be investment guidelines? going to solve the problems in the Middle On the subject of investments, I think East, but they did make an effort to shake ELIZABETH MCCAUL we’ll have to pay close attention to what loose a situation that’s now frozen. There’s definitely an internal audit func- the Holy Father has to say about what are tion being developed as part of the new proper investments for the Church to hold. economic and administrative structure in And my hope is that you’ll see the Vatican the Vatican, and the intention is to give it leading the way.

MOST REV. JOHN BARRES Bishop, Diocese of Allentown

Could you comment, Father Bryan, on Pope Francis’s style and substance during his trip to the Middle East?

REV. HEHIR Popes come to office like presidents, with a background and a focus. My sense is the Pope’s passion is poverty and socio-economic issues. So that’s what you’re getting. But I think every Pope has to be a good pastor, a good administrator, and a good diplomat. There’s no way you can escape Patrick Markey the third characteristic because you’re run-

FROM ROME TO HOME: VATICAN REFORMS AND THE CHURCH IN THE U.S. 21 22 THE LEADERSHIP ROUNDTABLE National Leadership Roundtable on Church Management 2014 Annual Meeting The Standard for Excellence: BEST PRACTICES FOR A MISSION DRIVEN CHURCH Loyola University Chicago | Lake Shore Campus | June 24-26, 2014 www.TheLeadershipRoundtable.org/AnnualMeeting

SUCCESSFUL STRATEGIES: DOING CHURCH DIFFERENTLY AT THE PARISH LEVEL Paul Butler, President, GlobalEdg Rev. Joe Donnelly, Pastor, Sacred Heart Church, Southbury, Connecticut

cluding what I like to call big projects. We a second, I asked the question, “What twinned with a parish in Haiti. We left CCD now? What are we going to do?” After and went in favor of intergenerational cat- some conversations with Paul, who was echesis, which we’ve been doing for about on our Parish Council, we came up with seven or eight years now. We tried to the idea of doing a strategic plan. Maybe expand the staff. I followed a very talented we needed to think strategically about the and gifted guy, who was a classmate of next six years in terms of continuing the mine, but he was a bit of a one-man show. mission and ministry of our parish. One of the first things I did when I got to the parish was to spend some time with The Parish Council was a particularly ap- each of the committees or groups or min- propriate place to have this discussion, istries, and I kept hearing the same refrain. since it was one of the most visible ways I’d say, “Tell me, how do you do this in the to involve different people in the work of

Rev. Joe Donnelly parish?” and they’d reply, “Well, we do it the Church. I say this really respectfully, that way,” and then inadvertently they’d but the Church has wrestled before with REV. JOE DONNELLY say, “But you’re the pastor, Father, you working collaboratively, and democracy is What we’re going to address today is can do whatever you want.” That could not our strong suit. Pastors and even pa- how we approach our strategic planning have been the response to the prayer of rishioners in different parishes know that process, what the process consists of, the faithful on Sunday. the Pastoral Council and the Parish Council and what are some of the results. We’re have not always gone as smoothly as they a suburban parish of about 2,200 house- Clearly, there was a need to expand the should. We’re still looking for that model holds in the western part of Connecticut. leadership on the staff, which, in fact, we that works, that draws people in, that taps I came to the parish about 11 years ago did. But when I came to the end of my into the energy of the community and the and immediately dove into a few things, in- first six-year term and was ready to begin many gifts of our members.

SUCCESSFUL STRATEGIES: DOING CHURCH DIFFERENTLY AT THE PARISH LEVEL 23 Early on, parishes would have a Parish with that ball and how are they going to Council -- sometimes called the Council of be held accountable?’ Ministries – where the various ministry and committee heads would come together So, we began talking about a strategic plan each month and talk with the pastor about and process, and formed a Strategic Plan- what they were doing. This group would ning Committee to drive the project. One also be in charge of the fundraising for the of the things we wanted to do was select parish. But the problem with this model people to become part of the process not was that it became very boring after a because they were the best known in the while and difficult to keep people engaged. parish or had been there the longest, but After all, why did they have to attend a because of their background, skills and meeting listening to somebody review interests could really bring something to what they were doing when they could the process. So, we were very purposeful

just read a memo. But the bigger flaw was about who we drew to these committees. Paul Butler that there was no vision. There was noth- We consulted widely and ended up with ing to move the council forward, so many a wonderful group of people to undertake So, we wanted our people to start think- parishes turned to what then became the strategic planning process. ing along those lines – about “choices,” known as Pastoral Councils. A Pastoral about “ongoing,” and about “future Council would either elect representatives PAUL BUTLER and disciplines.” on behalf of the parishioners or, as in our My own planning world had consisted of case, create a discernment model where 30 years with companies like Proctor & The other key development is that we we brought people together who were Gamble and Gillette. That proved useful began working with the Leadership interested in being part of the group. We’d when we brought these members to- Roundtable. And what I’ve learned, and then go through several weeks of discern- gether and began fine-tuning a set of three would recommend to anyone on a path ment with a facilitator, and determine who strategic planning goals. The first was to similar to our parish, is to follow the should serve on the Pastoral Council. make strategic choices about where to Standards for Excellence. If you’re going invest our time, resources and energies. to bring an outside group in to help, use “We began talking about a The key word here is “choices” – strate- the Standards as your checklist. There are strategic plan and process, and gies are about choices, what you choose a lot of people out there doing consult- formed a Strategic Planning to do and not to do. The second goal was ing work, but it’s not grounded in what to address ongoing financials, and the key we (the Roundtable) believe is important. Committee to drive the word here is “ongoing.” We were in a Personally, I had to learn how to speak project. “ pretty good place with our parish financial- the language of the Church, and it’s been ly. We were known as a parish that people quite an education for me. This group would brainstorm various top- wanted to come to, and where they ics. For example, ‘How do we keep young became engaged. So, how do we really We also focused our team on a strategic people in the Church?’ Its ideas would protect our finances for what we needed thinking methodology as seen through five then be sent to the appropriate parish to do in the future? And the third goal was key principles. First, we gave everybody the committee, like the Faith Formation Com- to determine future direction and operat- ability to “Challenge Assumptions.” Second- mittee or the Evangelization Committee, ing disciplines for the organization. In the ly, we asked them to “Scope the Issue.” for further consideration. We did that case of our planning process, this could be We had a lot of stuff we had to think about, for a while, maintaining an emphasis on as simple as asking, “What’s going on?” so we made it clear the scope was really prayer and consensus, rather than actually “What do you recommend?” and “What the parish and the surrounding communi- voting on anything. The flaw in this model will the results be?” ties, not their faith formation team. How big was that there was little accountability. It is our parish compared to the community? was like, ‘We want to do this and that for “We also focused our team on a Are we the largest faith? The third principle our young people, but who’s going to run strategic thinking methodology.” was “Focus on the Vital Few.” What are the

24 THE LEADERSHIP ROUNDTABLE most important things this group needs to “ It may sound kind of hackneyed, not just to do something for all those poor focus on? We had 55, 60 ministries, and we people in Haiti. We did it knowing they but this is not the Church that were all over the place. Fourth was “Facts had something special to bring to us, and Inform Outcomes.” When we started look- most of us grew up in. and we we’ve attempted to get to know them a ing at some data, we said, “We’re a vibrant need to be aware of that.” bit, which sometimes has meant going parish.” But what does vibrant mean? We down there (unfortunately, they couldn’t did an engagement survey so we could may sound kind of hackneyed, but this is be brought up here). Bridging that gap was measure what we meant by vibrant? And not the Church that most of us grew up in. really important to us. fifth was “Linkage: Connect the Dots.” This is a whole different moment of grace, As part of our project, we did an internal and we need to be aware of that. I think Outreach was another key issue. We had and external analysis, looking at strengths, those in leadership are pretty aware of it, a lot of social ministries, so how do we weaknesses, opportunities and threats. but how do we make the larger commu- continue them and keep them vibrant so These informed the key issues we needed nity aware of it? How do we move people they’re not relying on the same handful of to address. We didn’t have 30 or 40 key beyond, “Oh, I go to church,” to “I am people. And finally finance: how do we pay issues, but a list of eight on which to focus the church.” And that gets into areas like for all this future growth? our energies. They became the main- the role of the laity, a non-pastor-centric stays of the three-year strategic plan we model (“You’re pastor, Father, you can do PAUL BUTLER developed. We don’t see five-year plans whatever you want”), a collaborative style We had these key issue meetings with in our business much anymore, by the of leadership, and the introduction of non- the parish staff, and we invited people to way. Instead, we see three-year rotating ordained people to leadership, like pastoral come weigh in. And for each key issue we plans. Every year we take a look at our associates. So, we needed to get people asked, “So what? What’s the implication? SWOT analysis and at our internal/external more comfortable with that model. What should we be thinking about?” And analysis and ask, “Where are we?” And the key issues informed what we call our that sets the stage for what we call key The fourth issue was human resources: strategic options, or our priorities. Origi- issue sessions, which are held over a four how do we ensure we have the right hu- nally we had a list of 10 to 15. We got it or five month period. From these, our key man resources to meet the needs of our down to seven, where probably two of the issues emerge. parish, whether that’s structuring the staff seven are what we call enabling priori- or rethinking the types of jobs. And fifth, ties: finance and communication. In the REV. DONNELLY communication: how do we promote and end, we had five core priorities, and two The first key issue was Evangelization. We enhance the image of Sacred Heart and enabling priorities. We then decided which have a large 55-and-over community in our the Catholic Church as a positive force in of those were feasible. “If this is what’s town with a lot of retired people, as well the community and beyond? One arm of possible, what can we really do based on as an abundance of young families moving evangelization is obviously nourishing faith the talent and resources we have?” Just in. So we needed a way to actively engage in the people of the community, but the as important, though, was what we chose both ends of this age spectrum. other is the public face the Church has, not to do. both in a small town like ours and much We noticed there were many concerns larger. People tend to have all these bizarre REV. DONNELLY around families in crisis, as we called this ideas of what Catholics do, often fed by the These were the seven priorities we came group. So, our second issue was how do secular media. So, how do we work that? up with once we zeroed in on the key we identify and address and support fami- Next issue was Haiti. We established a issues: Evangelization; the idea of today’s lies in crisis? What do people have a right relationship with a parish in Haiti about Church; people in crisis; social outreach; to look for from their parish community seven or eight years ago, and we did it public relations; our commitment to the when they face some kind of difficult issue in their family life or their individual life? “How do we ensure we have the right human resources to meet

The third key issue was how do we com- the needs of our parish, whether that’s structuring the staff or municate the new model of the Church? It rethinking the types of jobs.”

SUCCESSFUL STRATEGIES: DOING CHURCH DIFFERENTLY AT THE PARISH LEVEL 25 people of Haiti; and the financial stability members? What was their scope and ob- month at our Vigil Mass, and in little more to sustain all of these. The overall umbrella jectives? We also asked each team to give than a year has turned into the most highly – and the value that I personally found – us some measurements, and list their inter- attended Mass of the month. was the ability to think strategically, to be dependencies? Some teams, like Financial purposeful about what we did as opposed Stability, touched multiple teams. The team We’ve also undertaken five major service to just taking the approach, ‘Well, it’s Lent charter also asked: ‘What are you focused projects, especially outreach to the poor. again, do we have any ashes left over on over the short-term, and over the course For example, once a year we have a group from last year?’ These priorities are what of the three-year plan?’ By the way, the of our young people go down and minister led us to a unique way, a different way, of plan was started in 2010, and by the end in Haiti at our twin parish there. Today’s structuring our Parish Council, which we’ll of the year we had largely finished it. We Church has been trying to get people to describe in a little bit. renew it each year; we don’t start over, but talk about their faith, because we Catholics simply ask, “What’s changed? What data are notoriously shy, we don’t talk about “One of the things I think that is different from what we had earlier in the politics, we don’t talk about our religion. year? What’s the data telling us about our Can we get people to talk about their faith? parishes sometimes suffer community? About our finances?” Because when they talk about it, they’re from is having the same able to be reflective, they have to wrap people doing the same REV. DONNELLY words around what they believe, and that The model we came up for the Parish sometimes is a real challenge for people. things all the time. ” Council is something we’ve come to call So we initiated what we call Sacred Hearts the Pastoral Advisory Council. It’s consists to Hearts, where a dozen parishioners are The movement from, “Okay, these are of myself as pastor, three pastoral associ- invited into someone’s home, with a pot of our priorities,” to “Okay, what do you do ates, and Paul as the facilitator. And there coffee going and a member of the pastoral with them?” was a major step. We set are the chairs of each of the seven priority staff on hand to start the conversation, and up seven teams, a team for each priority. teams. We meet about three times a year, we delve into subjects such as, “What’s Each team had a staff liaison or a sponsor though we try to stay in touch throughout your experience like being a Catholic?” “Is -- one of us on the pastoral staff – to work the year, and once a year we reassess the your life better because you’re Catholic?” with them. There was also a team leader, plan to determine how we roll it out in the The approach is, let’s start a conversation and here we sought out people with back- coming year. and see where it takes us. grounds and experience to draw into the ministry of the Church. One of the things I What we found is that the strategic plan This summer we’re actually doing some think that parishes sometimes suffer from offers us something to focus on. It calls thematic conversations, because people is having the same people doing the same on us to not just manage things, or repeat have particular issues that are very con- things all the time. Our approach meant what we did last year, but to move forward troversial and oftentimes confusing. For reaching out to people we saw at Mass all as best we can. I’ve found it to be much instance, “After the sexual abuse crisis, the time, people we knew were commit- more effective than the models I used in I don’t believe in the Church anymore.” ted to the Church, but never came forward other parishes where I served. It’s worth That was the topic for our first thematic to do anything, and invited them directly? noting that unlike the Parish Finance conversation. Others have included: “I “We need somebody with your skills to Council, which is mandated by Canon Law, raised my kids Catholic, but none of them work with our evangelization group, would the Parish Council is recommended by the go to church anymore. I feel like I’m a you be willing to do that?” Each team had Church. So there’s not really a universal failure as a parent.” And “I’m gay, or my about four or five people, in addition to the model that works for everyone. child is gay, and they don’t feel welcome staff liaison and team leader, and they met in your Church.” Thematic conversations three or four times a year. What are the results from all this work? As like these are getting people talking. one small example, out of the concern we PAUL BUTLER had for engaging young people, we initi- Because the communication and PR areas Each team was asked to fill out what we ated what we call ROC Mass, for Rely on are so vast, we decided to actually hire called a team charter. Who were their Christ. It’s held the first Saturday of every someone to be our communications and

26 THE LEADERSHIP ROUNDTABLE information manager. They now oversee our bulletin, website and quarterly newsletter -- all of which SELECTED QUESTIONS, needed work – and also write press releases to try and get the story out ANSWERS, AND COMMENTS to a wider audience of not only our parish, but the Catholic Church – a task that was difficult at times. ers saw the results -- helping to rebuild the Catholic school system down there -- they Another encouraging result of our started seeing you as an effective orga- planning work is that finances have nization and began to say, “Okay, maybe gone up, which is always a great these Standards for Excellence are worth measuring stick for the bottom line, adopting.” I think the word has to get out, and something pastors like myself though. That’s where that the PR piece is love to hear. We made a simple little so important, whether it’s directed at oth- appeal about a year ago and found er priests or at the bishops themselves. I that the last two months, April and think it’s wonderful that Archbishop Kurtz May, set a new record for revenues. is so committed to this effort. Which reminds me of what Kerry

Robinson taught me about Catho- FRED FOSNACHT lic philanthropy: when people see William O’Connell President, MyCatholicVoice what’s going on, they want to invest in it, they want to be part of it. So WILLIAM O’CONNELL I think many of us would be interested in that’s what we did. Financial Life Planner understanding how you discerned, or dis- Ameriprise Financial tilled, your priorities. I think my own trepi- As a final thought, there have been dation in entering into a process like this is flaws in our program -- it hasn’t been From your perspective as a priest and that you get a bag full of every good idea without difficulties, it hasn’t been what you know about bishops who run that very well intentioned people have. without some struggles, and there dioceses, what do you think might be the are some pieces that haven’t been reasons they would resist being open to put in place yet. But we’re proud of adopting The Standards for Excellence, what we’ve accomplished so far, and either at a diocesan or parish level? proud that we are Partners in Excel- lence with the Leadership Round- REV. DONNELLY table on Church Management. If memory serves me, one of the real challenges the founders of the Leadership Roundtable faced when they started was the wariness of certain Church leaders that you were trying to tell us how to “do church.” If human change is difficult, imagine change within a 2000 year institution that has prided itself on “we’ve always done it this way.” I believe it was the work the Roundtable did for the Archdioceses of New Orleans [after Hurricane Katrina] that Fred Fosnacht helped to turn the tide. Once Church lead-

SUCCESSFUL STRATEGIES: DOING CHURCH DIFFERENTLY AT THE PARISH LEVEL 27 PAUL BUTLER REV. DONNELLY sees a part of this plan they want to invest We went back to the data and basically A couple of members on our financial sta- in, they can choose to do so. We have looked at everything, including finances, bility team are Finance Council members, a commitment of $56,000 for building number of committees, number of parish- as well, so there’s that automatic link. And schools and health clinics down there, and ioners, and what’s going on outside in the while the Finance Council creates the bud- that’s been made clear. community. For example, What’s the big- get and stays on top of spending, build- gest crisis we have in our community? At ings and grounds, it’s our financial stability MALE SPEAKER the time, there was a rash of young people team that’s connected with the vision of Where have you seen the greatest impact dying from drugs and suicides. So we where we’re going with all this. Their role in your parish from using the Standards linked all our decisions back to the data to is to keep the financial piece connected to for Excellence? determine what were the most important the plan. things we should really be focusing on. REV. DONNELLY And we let that guide our decisions. JIM FRIEND I’d say the whole area of accountability, for Chief Development Officer, starters. Accountability to the larger group REV. DONNELLY Faith in the Future when it comes together. We saw an exam- The presupposition, too, was that we can’t ple of that at the end of May when we had do everything. We have limited resources, Congratulations on all your success. Fan- our third meeting of the Pastoral Advisory we have limited time, and we have limited tastic. And to see a pastor quoting Larry Council, and people around the table – the energy. What do we want to really commit Bossidy is just a game changer, I have to chairs of each team -- told us what they had ourselves to if we’re going to stay faithful to say. My question is about finances. How done. The idea was that they were account- the mission of the parish and the mission of did your effort in this area impact steward- able to the rest of the group, which really the Church? And that’s tough. I was grateful ship or your weekly offertory? Did you symbolized the larger parish. So definitely a we had somebody as skilled as Paul to talk see a dramatic uptick after doing such a sense of accountability. the language and guide the process. great job engaging the laity, their time and talents? I would assume that the treasury The Standards have also had an impact on KEVIN KILEY followed naturally. financial transparency. We’ve done a lot with Director of Strategy and Financial Planning, that in our reporting to the parish, keeping Archdiocese of Boston REV. DONNELLY them on top of it. And the idea, too, of tap- It did, because one of the pieces that ping into the skill sets of our people, looking Do you have a finance committee in addi- came out of a suggestion from the finan- for them to take leadership in different ways. tion to the financial stability group and, if cial stability team was to get people to so, how do they interact? And secondly, think in terms of monthly contributions, as more in the form of a comment, I’ve never opposed to paying for going to Mass, or understood why we mandate Finance not paying if they didn’t go the following Councils but not Parish Councils. At the week because of a snowstorm or because parish level, you have the Finance Council, they were sick. We had our people think or the Finance Committee, that sort of about that, and we decided to initiate runs the show, and the Pastoral Council, online giving, as many parishes have done. that sort of sits off to the side, basically A number of our parishioners took advan- looking at adding mission types of things, tage, but others were very wary. to which the Finance Committee typically says, “No, we don’t have the budget for PAUL BUTLER that,” or “We’re trying to save money.” I On the issue of finances, our Haiti team is Paul Butler don’t think it’s a good way to run a parish. more or less self-funded. So if somebody

28 THE LEADERSHIP ROUNDTABLE PAUL BUTLER JIM DUBIK for people who are not members of our We passed out the Standards for Excel- Chair, The Leadership Roundtable parish. We want to be known for what we lence booklet when we first started. I’d like to ask Paul the same question, do for our community. Everyone read it and said, “What ideas but from the parishioners’ viewpoint: or thoughts can we take from it to make what have they seen that’s different? THOMAS HEALEY sure that it informs our work as well as Partner, Healey Development the operational management structures PAUL BUTLER and disciplines we need in place to run a One of the biggest things is that we now Father Joe, what happens to this model parish? And it’s also served as a checklist have a collaborative model to ‘do church’ when another priest comes in as pastor? when we go back and ask ourselves, “Are differently. The role of the laity in our Isn’t there a risk of it either falling apart, we still adhering to this and that.” It’s parish was a big ‘aha!’ moment for many the next priest not liking it, or just almost shifted the discussion from ‘who’s people, even those on the planning com- confusing people? accountable’ to ‘what we’re committed to.’ mittee – the realization, “It’s our Church.” And that’s a fine line because you’re ac- Another big thing has been these con- JOE DONNELLY countable for delivering on what you have versations: Let’s get people talking about There’s certainly a risk, but that’s an issue to do as a team leader, but you’re com- their faith. Let’s not avoid some of the that faces all parishes and dioceses. My mitted to the other seven members of the dicey issues about our Catholic faith. Let’s hope is that more and more, people can Pastoral Advisory Council -- you commit to talk about those and come to understand take on this model, this image, this role they not let them down, and to help each other some of these things a little bit better. have as the people of God, and try to really out. It’s magical the way it’s transformed Let’s talk to our neighbors. Geographically, embody it so if somebody came in and tried the way we work together. we have a lot of people who have come to to radically change things, they would take Southbury to retire, people who are by and the position, ‘This is the way we’ve been MALE SPEAKER large Northeasterners. And we North- doing it, and it’s the way we truly believe Before you did the plan, how did you oper- easterners, especially we Irish Catholics, in.” One of the saddest parts of priesthood ate? Did you have to unlearn anything as don’t talk about our faith a lot. So it’s really is knowing you could pour out your life’s pastor to work with your parish communi- bringing that out in the open and making it blood for a parish or a ministry somewhere, ties this way? And what have you learned more normal. and the minute you’re gone, it could all about why this is an important way to work? change because, by and large, the priest A good example of conversations is that has all the power in the Church. I think that’s REV. DONNELLY at the height of the economic recession, changing, at least I hope it’s changing. I like to think I’ve always operated collab- we had a lot of people out of work in oratively. I worked in seminaries for a long our parish, and they’d run to Father for time, and lived in small communities with counseling – “What do I do?” So we set guys, and there was this idea of personal up, as part of the Pastoral Care Commit- accountability, one to another, and I like tee, a career transition ministry. I got it up to think I carried that over to the parish. and running along with another individual The big difference for me comes from who had worked in HR. We have 10 to two directions: one is being a part of the 15 people who’ve attended every month Roundtable over the years, and the second for the last two years, and now they don’t is working with a skilled professional like have to go to Father, unless it’s for another Paul with insights on what we need to do matter. We help them network, and have make this happen. an 80 percent success rate placing people in jobs. It’s worth noting we also do this

SUCCESSFUL STRATEGIES: DOING CHURCH DIFFERENTLY AT THE PARISH LEVEL 29 30 THE LEADERSHIP ROUNDTABLE National Leadership Roundtable on Church Management 2014 Annual Meeting The Standard for Excellence: BEST PRACTICES FOR A MISSION DRIVEN CHURCH Loyola University Chicago | Lake Shore Campus | June 24-26, 2014 www.TheLeadershipRoundtable.org/AnnualMeeting

2014 LEADERSHIP ROUNDTABLE BEST PRACTICES AWARD

Honoring The Diocese of Knoxville

About two years ago the Diocese of his priests. He actually slowed the process Knoxville started its journey toward best down, and in doing so allowed them to practices, and has remained faithful to that catch up. He assembled the priests, talked goal ever since, even if it’s been compli- to them about what was going to happen cated. One of the highlights is that the at the Chancery, then met with his leading diocese undertook the journey as a team – priests and brought them along. I actually a leadership team that made things happen. advised them to increase their staff as there And among the drivers of their commit- were some gaps in their administration they ment to best practices is execution. It’s needed to fill, and they waited until the right easy to create a plan, but they’ve taken it to people surfaced. the next step of execution. One of the first things Bishop Stika did on the road to best What the leadership team also did was go practices was to assemble the right people. away together to take a deep breath, be They include Paul Butler, who’s been with reflective, and align their thinking before the Diocese of Knoxville for several years; they took it outside of their team. It was

Jim Lundholm-Eades Fr. David Boettner, who would always ask smart thinking on the part of the Bishop pragmatic, down-to-earth questions; and to say, “We’ve got a plan. Now let’s step JIM LUNDHOLM-EADES two brand new diocesan staff members, back from it and see what makes sense.” Director of Services and Planning, Sister Mary Charles and Dr. Elijah Martin, So they assembled the right people and The Leadership Roundtable both part of the commitment to best prac- aligned the thinking of the leadership. tices and to assembling the right people. Tonight we are honored to present the Their plan involved organizational and 2014 Leadership Roundtable Best Practic- The Diocese of Knoxville took action from structural change. It involved, from the es Award to the Diocese of Knoxville. And the bottom-up and the top-down, not quite bottom up, patiently assembling a group I’m honored to welcome Bishop [Richard] concurrently, because Bishop Stika was to begin a pilot of the Standards for Excel- Stika who is with us today. smart enough to not get too far ahead of lence, then, quietly take it to the next

2014 LEADERSHIP ROUNDTABLE BEST PRACTICES AWARD 31 group. The idea was to create lasting of the deepest part of the Bible Belt in cultural change toward best practices. East Tennessee. And when I arrived, I saw They’re doing it at a pace and in a way that an exceptional group of people in an area the whole organization can. that sometimes sees the Catholic Church as a foreign institution, like so many places Commendably, the diocese under Bishop in the United States and the South. Stika’s leadership has moved toward best practices in a careful, measured, thought- I’d like to tell you a little bit about my ful, prayerful, reflective way with attention diocese. We just celebrated our 25th to structure, culture, and how they use anniversary with a Eucharist Congress; their resources. They’ve kept uppermost in our keynote speaker was Cardinal Dolan. mind the need to bring not just the priests, Upon our founding, we were only 30,000 Most Rev. Richard Stika but groups of laity along. They’re just Catholics. Our original mother diocese launching a capital campaign that’s smartly was Nashville, as was Memphis at one Africa, the Evangelizing Sisters of Mary, timed to the introduction of best practices. time. Now we’re around 65,000 Catholics, with four sisters working in a parish. And That approach will undoubtedly serve and if you count a lot of undocumented, this last year, a contemplative community them well as they go forward. unregistered people, there could be as called the Handmaids of the Precious Blood many as 100,000 in our diocese. A couple is relocating their monastery from New The Diocese of Knoxville isn’t just here of weeks ago, we were recognized by Mexico to Knoxville. So again, it shows the tonight because they adopted Standards for Boston College as being number ten in vitality of what’s going on in our diocese. Excellence, or because they restructured terms of people converting to the Catholic their Chancery, or because of other individual Church. We were tied with the Diocese We’re also getting ready to do a capital pieces. They’re here because of the thought- of Memphis, and Nashville was number campaign and hopefully to soon build a ful adoption of best practices across the eight. So Tennessee is doing quite well in cathedral. When the diocese was created, whole diocesan system. They’ve begun the terms of conversions. the Holy See asked, “What’s the biggest journey, but know it’s far from over. The prize church in Knoxville?” and they said, “Sa- is at the end. So, Bishop, I’d ask you to bring Vocations have been a blessing for us, too. cred Heart. That’s a cathedral.” Well, it’s your team forward to receive the Leadership Last year, I ordained two priests. This year, I no longer the biggest church in Knoxville, Roundtable’s 2014 Best Practices Award. ordained four priests and next year will ordain and it’s beyond its capacity in terms of four more. Currently, we have 19 in the what it can handle. MOST REV. RICHARD STIKA seminary. I believe that vocations come from Bishop, Diocese of Knoxville families that are really focused on the Lord. I have to tell you, the Leadership Round- They always talk about a seminary or a fam- table has been wonderful. When I called I just want to thank all of you for recogniz- ily. The family home is the first seminary, and on them two years ago, the original curia ing what I consider an exceptional diocese that provides an example to the faith-filled was the bishop, his secretary, and Monsi- in the United States. I’m sure every bishop people of East Tennessee. It shows that gnor Mankel, the Vicar General, who also would say that about their diocese, but I there’s something stirring in our diocese. served as Chancellor for the schools. He mean it from my heart. I left an area five In my five short years here, we received also was a parish pastor and, I’m sure, years ago that was about 27 percent Cath- two new religious communities of women: also shoveled snow. We’ve grown, but I olic, and traveled to a diocese that is about the Sisters of Mercy of Alma, Michigan, still think of us as a brand new diocese. 2.5 percent Catholic. We’re in the middle with seven sisters, and a community from And so many of our people are so committed to the work of the Church that they’re “The diocese under Bishop Stika’s leadership has moved toward toiling way beyond what they should be best practices in a careful, measured, thoughtful, prayerful, doing. When the Roundtable came in, it was a marvelous chance to introduce a bit reflective way with attention to structure, culture, and how more justice in terms of my co-workers in they use their resources.” a growing diocese.

32 THE LEADERSHIP ROUNDTABLE To date, three of our parishes have piloted the feet, to be the smile, and to be the heart about 35,000 miles -- I see in extraordinary the Standards for Excellence, and three of Jesus.” And if we do that, then we’re ways the presence of Christ. Recently, additional parishes will soon begin the authentic in who we are as Catholics and as we purchased a mobile medical clinic, and process. That means we have a variety of Christians in an area that still, in many ways, through the generosity of the Sisters of ambassadors within our clergy who are doesn’t understand the Catholic Church. Mercy of Alma we have a sister who’s a reaching out to other pastors and asking physician and another who’s a nurse, and the question, “What are the best practices I can give you all kinds of descriptions of they’ve put together an organization of in terms of bringing Jesus Christ into the the Diocese of Knoxville. For one things, people with backgrounds in medicine that lives of people -- not so much in theory but it’s surrounded by great beauty. East Ten- numbers over 150 volunteers. That’s mean- in practice -- and into their hearts so they nessee has the Smoky Mountains and ingful because there are parts of East Ten- too will be ambassadors. Not so much all these lakes created by the Tennessee nessee that are completely underserved. for the diocese, but more to be ambassa- Valley Authority. But let me tell you the No hospitals, no clinics. Our mobile clinic dors for Jesus. And I think that’s been an secret of a successful diocese: They love and team of volunteers is a totally free ser- exceptional thing. Jesus. They’re not afraid to talk about Je- vice that reaches out to people in need. It’s sus. They know the Scriptures. They want just getting off the ground, but it’s already Jim [Lundholm-Eades] has been extraor- to know about Jesus. We can have the done a marvelous job showing people -- dinary. He came in and interviewed all the best practices and we can have the most especially those who don’t understand the members of our staff, and it was marvel- efficient organization -- which is important Catholic Church -- that we are the hands of ous to see his honesty, and the honesty of because it’s a reflection of stewardship Jesus reaching out to others. my co-workers toward him, because they -- but if we don’t know Jesus, we’re just trusted him. I think that’s a reflection of another organization. Finally, I just want to give a big thanks, in this organization. the name of all the wonderful people I’m When I travel doing confirmations and privileged to work with, to the Leadership “ when the Roundtable came when I celebrate with the parishes, I ask Roundtable, which does so much good, the young adults three questions. First, and to Jim and all the people he represents. in, it was a marvelous chance do they know that Jesus loves them? We’re a diocese that’s trying to get off the to introduce a bit more just Second, do they love Jesus? And the third ground, but I know with your help we’ll be in terms of my co-workers part, what are they going to do about it? successful. And I think any institution, any entity of the Catholic Church, is successful in a growing diocese.“ In some ways, I think what Pope Francis is when we remember that it’s Jesus who’s asking all of us as a universal church is to a part of our roots. That the reason we do So we’ve restructured the Chancery, and reevaluate our relationship with the Lord. all of this is because of Jesus, because we brought in some new people. Jim also Because if we know Jesus, we know the want to know the Father, the Creator, who worked with Catholic Charities, which was Father; and if we know the Father, we has given us that which surrounds us. And at a point of growth. Catholic Charities in know Jesus. If we’re afraid to do what we never should be afraid, for Saint John East Tennessee last year served 27,000 they ask us to do, He even gives us a Paul tells us, “Be not afraid.” people, 95 percent of whom were non- greater gift in some ways – the gift of the Catholic. So again, it shows our mission in Holy Spirit so that we might not shy away I also want to express our thanks to the terms of reaching out beyond who we are as from the invocation of the Lord to go out Catholic Extension Society and to Father the Catholic Church. We’ve also launched a and to build his Kingdom. Jack, because without them we would strategic planning process that looks for the As I travel to different states, people always sink, we would have to withdraw from so right mixture of how we can serve people ask me what Tennessee is like. I tell them I many things. I’m eternally grateful to them. through Catholic Charities so we don’t over- have a sign outside my bedroom door that extend ourselves, but ensure we don’t shy says, “Another Day in Paradise.” Because, away from the work that needs to be done. after all, wasn’t Paradise the presence of Since I arrived in Knoxville, my mantra has God? And whenever I travel throughout the been, “To be the hands, to be the face, to be diocese -- and it seems each year I put in

2014 LEADERSHIP ROUNDTABLE BEST PRACTICES AWARD 33 34 THE LEADERSHIP ROUNDTABLE National Leadership Roundtable on Church Management 2014 Annual Meeting The Standard for Excellence: BEST PRACTICES FOR A MISSION DRIVEN CHURCH Loyola University Chicago | Lake Shore Campus | June 24-26, 2014 www.TheLeadershipRoundtable.org/AnnualMeeting

2014 LEADERSHIP ROUNDTABLE BEST PRACTICES AWARD

Honoring Rev. J. Donald Monan, S.J.

GEOFF BOISI developed this organization than anybody Founding Chair, else. And for that alone, I believe we owe The Leadership Roundtable him a great debt of gratitude.

Father Monan became a Son of Ignatius “There would be no National 72 years ago, and he’s been a priest for over 60 years. And he’s been one of my Leadership Roundtable on closest friends for almost 37 years. I’ve Church Management without had the great fortune to have some pretty Don Monan. “ interesting positions in my commercial life and not for profit endeavors. But there is no individual I’ve come in contact with For those of you who have never met who I admire more, and hold in higher him or don’t know his background, I’d like esteem, than J. Donald Monan. Not just to reveal a few things. First of all, he’s a because he’s a terrific intellect, and not philosopher by training. A man of logic Geoff Boisi because he’s a priest (and I’ve met some and deep insight. He taught at and led Le great, great priests) but because: He is a Moyne College in a variety of capacities true “gentle” and “holy” man of tremen- for many years. He became President of dous character. He is one of the smartest Boston College in 1972. BC had fallen on and wisest executives I’ve ever known, hard times. Virtually bankrupt financially and I’ve literally worked with thousands of and very troubled from a morale stand- CEOs all across the world. He’s on my top point, and if no change occurred probably 10 list in that regard. There would be no would have been absorbed by Harvard National Leadership Roundtable on Church University. The Jesuits had the wisdom to Management without Don Monan. He’s ask Father Monan to come down and take had more influence on our thinking as we a look. He had the courage to accept the

2014 LEADERSHIP ROUNDTABLE BEST PRACTICES AWARD 35 challenge and the insight to incorporate “He has “spoken truth to them were killed in San Salvador. And it something (that we’ve been preaching at was Father Monan who went down to the Leadership Roundtable for the last 10 power” in ways that most Washington on behalf of the Jesuit com- years, and which he had been preaching to people haven’t. “ munity and said that this wasn’t right, that me for a much longer period): the notion of the United States should stand up and and Father Hesburgh and their followers marrying lay professional talent and leader- find the perpetrators of this atrocity. And in professionalizing the administration of ship with the mission of the Church and he, along with a group of others, basi- these great institutions that their mission the educational mission of the University. cally cajoled the Congress of the United has blossomed to the fullest. He and Father Ted Hesburgh, who was States and the Government of the United serving as President of Notre Dame at the States to bring those people to justice. He The extraordinarily inspiring relationship same time, were communicating a lot dur- did things like that, big things. He was a between Brian Reynolds and Archbishop ing the late 60’s and early 70’s, and they founder of the Big East Conference. He Kurtz, which was driven home in their both decided to bring lay leaders and their was President of the Jesuit Conference presentation earlier today, is the kind of expertise into positions of leadership and of Higher Education leading the 28 Jesuit relationship that Father Monan and I have re-charter their respective Universities by Colleges and Universities in the United enjoyed for such a long time. For years transferring their institution’s governance States. He was President of the National we spoke every couple of days working to boards of lay and religious trustees and University Presidents’ Association. In fact, through issues related to BC. But it didn’t empower them with real responsibility every position Father Monan ever held stop there. He was my go-to person 25 which inspired their commitment and in- turned into a top leadership position. And years ago when we started Mentor, the vestment toward a vision of “excellence” I can’t tell you how thankful I am that he National Mentoring Partnership. Father in Catholic higher education. chose to help us think through what we Monan was not only President of Boston That wasn’t just a courageous act, it was have accomplished over the last 10 years. College but a ‘major leader’ in the world of Higher Education and in Massachusetts at The Jesuits have a motto -- Ad Majorem that time and he took a risk both person- Dei Gloriam – For the greater glory of ally and institutionally in being the first God – and Boston College has the motto member organization and regional partner -- Ever to Excel -- and there’s no human of the “mentoring movement” we started. being who’s been associated with either of At the time there were just 150,000 those institutions who better personifies quality-mentoring relationships in the coun- those credos than Father Monan. When he try. Today we’ve now grown to 4.5 million. retired as President and became Chancel- He was the first person to believe in and lor of BC, I publicly commented that “the see the vision of the program. He also spirit of J. Donald Monan will thunder rose to the occasion years ago when the through the halls of BC forever.” And I’m judicial system of Massachusetts stopped proud to say the same thing today: “The functioning effectively from a bloated bu- spirit of J. Donald Monan will thunder reaucracy. “The powers that be in Boston” through the virtual and extended halls of called on Father Monan, and he brought in Rev. J. Donald Monan, S.J. the National Leadership Roundtable on professional help to successfully reorga- Church Management forever.” revolutionary. It’s not by accident that nize the entire system. Just one more Catholic higher education has been as example of his impact on society and his With that, I’d like to ask Father Bryan Hehir strong as it’s been. It’s not by accident life of service. that the Catholic healthcare system has to come forward to accept on Father Mo- nan’s behalf the 2014 Leadership Roundta- been as strong as it’s been. And it’s not I can’t emphasize enough Father Monan’s ble Best Practices Award, honoring, and I by accident that many parts of the social immense courage. He has “spoken truth quote, “His lifelong commitment to public welfare system in the Catholic Church to power” in ways that most people service, higher education, and the Catholic have been so progressive. It is because of haven’t. It’s been 28 years since six Jesuit Church, and his vision as a founding board the visionary leadership of Father Monan priests and two women who worked with

36 THE LEADERSHIP ROUNDTABLE member of the Leadership Roundtable.” KERRY ROBINSON It’s dated June 25th, 2014. Executive Director, The Leadership Roundtable REV. BRYAN HEHIR on behalf of Rev. J. Donald Monan Thank you Father Bryan for accepting this award on behalf of Father Monan. And Professor of the Practice of Religion and thank you Geoff for your extraordinary Public Life at the Harvard Kennedy School, reflections, not only on behalf of someone and Secretary for Health Care and Social so integral to the Leadership Roundtable, Services, Archdiocese of Boston but on the long history of contributions and impact on everything he touched. It’s my privilege to read to you the remarks Your personal testimony of friendship with from Don Monan in response to this award: him was also very poignant. You have a remarkable knack for deflecting attention “My deep commitment to the importance away from yourself and bestowing it on of the National Leadership Roundtable’s others, which is a hallmark of excellent mission grew from my experience with leadership. I’m so deeply grateful to you, the dramatic improvements that have and to Father Monan. taken place in Catholic higher education in the past 40 years. Suffering seriously from dangerous inadequacy in meeting their business needs, colleges at that time began to reach beyond their traditional source of leadership, among our ordained and religious, to seek out line officers and trustees possessed of formal business training and experience. The results were always positive, at times transformative.

Parallels to the Church’s managerial situation are striking. God did not have to become Man. Christ did not have to found a human Church with all the weaknesses of a being human. But He in fact assumed a human body susceptible to weakness and wounds, and He established the Church to carry out His mission through the imperfect but perfectible judgment and acumen of its leaders. Given its place in today’s rapidly changing cultures, the Church itself has not only a widespread and compelling need, but a willing and available resource of business experience and expertise among its Catholic men and women laity. What an admirable mission to host the meeting of the two.” Signed, Donald Monan.

2014 LEADERSHIP ROUNDTABLE BEST PRACTICES AWARD 37 38 THE LEADERSHIP ROUNDTABLE National Leadership Roundtable on Church Management 2014 Annual Meeting The Standard for Excellence: BEST PRACTICES FOR A MISSION DRIVEN CHURCH Loyola University Chicago | Lake Shore Campus | June 24-26, 2014 www.TheLeadershipRoundtable.org/AnnualMeeting

OPENING PRAYER DAY TWO

celebrated the 50th anniversary of Vatican us what we are to do and where we II, and so in these days we are celebrating ought to tend. Show us what we must the 50th anniversary of many documents. accomplish so that with your help, we may 2014 is the 50th anniversary of three be able to please you in all things. May documents from Vatican II: one on the you alone be the beginning and catalyst Eastern Churches, one on ecumenism, and of our judgments, who alone with God one on Lumen Gentium, the document the Father and His Son possess a glorious about the structure of the Church which, in name. Do not allow us to disturb the order a way, has set us on our course, identifying of justice, you who love equity above all the Church as the people of God, stressing things. Let not ignorance draw us to what the collegiality, the participation that all of is wrong. Let not partiality sway our minds us share by baptism in the future and in the or respect of riches or persons pervert our growth of the Church. judgment. But unite us to you effectively by the gift of your grace alone that we may I’d like to start with the prayer that began be one in you and never forsake the truth. every session of Vatican II, the Adsumus, Inasmuch as we are gathered together in Rev. Thomas Smolich, S.J. as it was called in Latin. So let’s put your name, so may we in all things hold ourselves in God’s presence and pray the fast to justice tempered by mercy, so that Rev. Tom Smolich prayer that those at the Second Vatican in this life our judgment may in no way be International Director, Jesuit Refugee Services Council did each day. at variance with you, and in life to come, Member of the Board of Directors, we may receive an everlasting reward for The Leadership Roundtable Here we are, Oh Lord, Holy Spirit. We deeds well done. Amen. stand before you hampered by our These days we’ve been celebrating the faults, but for a special purpose gathered 10th anniversary of the National Leadership together in your name. Come to us and Roundtable. A couple of years ago, we be with us and enter our hearts. Teach

OPENING PRAYER DAY TWO 39

National Leadership Roundtable on Church Management 2014 Annual Meeting The Standard for Excellence: BEST PRACTICES FOR A MISSION DRIVEN CHURCH Loyola University Chicago | Lake Shore Campus | June 24-26, 2014 www.TheLeadershipRoundtable.org/AnnualMeeting

THE NEW EVANGELIZATION AND EXECUTION-ORIENTED STRATEGIC PLANNING

Most Rev. John Barres, Bishop of Allentown, Pennsylvania Jim Friend, Chief Development Officer, Faith in the Future

table conference, he was an inspiration. Strategic planning fundamentals consist of The whole idea of an execution-oriented solid human virtue, human formation and approach really resonated with me. human wisdom as exemplified by the life and management practice of people like Larry Bossidy’s whole approach to Larry Bossidy. The Holy Spirit ignites those execution-oriented strategic planning can human skills and opens us up to the prog- be summarized by the words of the great ress and lead of the Spirit. Our pastoral ef- inventor Thomas Edison: “Vision without forts to promote the New Evangelization, execution is hallucination.” at the same time, requires us to be sound, prudent and innovative financial stewards. In December 2010, I took a trip up to Ridge- field, Connecticut to see Larry. We spent 90 While I was working with Larry, I had dinner minutes together and really hit it off. I was in Manhattan with Bishop William Murphy 49 at the time, and I told him, “I love what from the Diocese of Rockville Center [New Most Rev. John Barres you’re writing. I’m a young bishop, I need York] who said something I still remember. some guidance, and I’d like you to work with I was reflecting on some of the tensions BISHOP JOHN BARRES me and the Diocese of Allentown.” and difficulties of change. We work with I would like to start by talking about Larry innovative entrepreneurs, and finance and Bossidy [retired CEO of Honeywell Interna- He agreed and really committed through marketing people. We work with inspirational, Inc., and author], who has become weekly conference calls and periodic visits to tional pastoral people and dedicated Catholic a great friend and mentor to so many of the Diocese. He mentored our diocesan staff educators. As the bishop, you are right in us in the Diocese of Allentown. I have and influenced significantly my own manage- the center, and inevitably there are differ- read and carefully studied Larry’s books, ment style. He also took one of the young ent approaches and tensions. The bishop is particularly Execution: The Discipline of stars of Catholic philanthropy in the United called to discern unity in the efforts. The two Getting Things Done. And when I heard States today, Jim Friend, and helped him to perspectives both serve the mission of the Larry speak at the 2006 Leadership Round- develop into a topflight ecclesial planner. Church and need to be well-integrated and

THE NEW EVANGELIZATION AND EXECUTION ORIENTED STRATEGIC PLANNING 41 related. You need to help them understand with the body and blood of Jesus Christ, and Spirit for the courage to make decisions each other and find a common language, a the power of the cross. The cross of Jesus that are timely, effective and pastorally common vision and approach. Christ is paradoxically our hope and our secu- charitable and sensitive. rity. It’s the center of our world and of every I can tell you I have made a lot of mistakes conversion that we have in the course of our JIM FRIEND along the way. But like Jim Friend and our lives. It’s the center of our eternal destiny. We all wondered, of course, how a busi- entire diocesan staff, I have learned so So the power of the cross needs to be at ness icon like Larry Bossidy was going to much that will help us to move into the the center of these beautifully orchestrated adapt his style to the world of a diocese, future. We do not have all the answers. strategic planning efforts. an average-sized diocese at that. And We still have a lot of issues we are trying the answer is he did a beautiful job – we to address, but we have come to real- Finally, our strategic planning needs to be radi- adapted to his style, and he adapted to our’s. ize that both data-driven and Spirit-driven cally contemplative. It needs to be nourished Since this [Roundtable] conference is about processes are key. by silence. There is one lesson in the holiness partnerships, I’d be remiss if I didn’t mention and mission of the lives of the saints. Open- what an incredible leader Bishop Barres is Strategic planning in a Catholic setting needs ness to the will of God is nourished in silence. for opening himself up to the kind of experi- to be Biblically-driven. Both Pope Francis and Dynamic and effective action finds its true ence Larry embraced, including mentoring Pope Benedict XVI have been emphasizing direction in silence. As St. John Paul II said, in and feedback. As many of you in this room and challenging every Catholic in every walk the lives of the saints, you can separate their know, the danger of being in a leadership of life to be involved daily in Lectio Divina: holiness from their missionary spirit. Strategic position is becoming insulated from the reading, meditating, praying, contemplating planning finds its true direction in silence, in truth, and so you have to sometimes be and living the Sacred Scriptures. If that is hap- opening to the Spirit. active in seeking the truth. And that’s the pening, then our strategic planning senses wonderful gift that Bishop Barres brought are finely tuned to the Spirit, and all those Grace builds on nature. The human virtue to the diocese, coupled with the boundless human skills are ignited by the Spirit. and developed skills of strategic planning energy of Larry Bossidy who, as the bishop are ignited and taken to a contemplative pointed out, was able to look at an avalanche Our strategic planning approach needs to be level by the fire of the Holy Spirit leading of information and cut to the heart of the Eucharistically-driven. My biggest takeaway us. It makes all the difference in terms of matter. It’s such an incredible gift, and I think from the past two days has been what Fr. how we approach strategic planning. he helped instill that in us, as well. Bryan Hehir said quoting Pope Francis that “those who live by the hope of the King- And so we honor and appreciate the All of us have worked with and are familiar dom of God generate and make history.” insights of our dedicated Catholic business with a various types of volunteers. There’s St. John Paul II said that every Mass has people, the apostolate of the laity, Vatican cosmic significance and every Mass is cel- Council II, the baptismal call to holiness ebrated on the altar of the world. We have of the laity and the fact that the laity can to harness the power of the Mass. never be patronized. When we really open up to the expertise, charisms and insights JRR Tolkien, in a letter to his son at the end of our holy laity, the Church is deeply en- of his life, writes: “I put before you the one riched and contemplatively energized. great thing to love on this earth: the body and blood of Jesus Christ. There you will find true My prayer is that this is what is happening romance, true honor, true glory, and the true in the Diocese of Allentown. ways of all your loves upon Earth.” That’s the power of the Eucharist, and our strategic As I said earlier, we have not solved every- planning has to be nourished and inflamed thing. We need to continually call on the

Jim Friend

“(Bishop Barres) My experience as a point guard at Princeton prepared me to be a point guard for the Catholic Church.” @NicolePerone #CatholicSFX

42 THE LEADERSHIP ROUNDTABLE “We reached deep inside the we would march in a new subcommittee planning initiative, our director of Catholic to meet around the Chancery table and Charities was retiring and so we launched heart of the community and discuss the progress and challenges of a search. Larry made it clear he was a did a lot of interviews and each subcommittee. And I can tell you strong advocate of having top manage- networking to find people these very talented men and women loved ment involved in all hiring decisions, that it being challenged and schooled by Larry. shouldn’t be delegated to a search firm or who are experts in their fields other party. He always thought you should and could bring those talents How about results? From a philanthropic hire good people because they have a to our subcommittees.” point of view, it’s not so surprising that our huge impact on your entire organization. giving went through the roof. Our Bishop’s the type that offers you his or her recom- Annual Appeal and our donations to Larry commented once that management mendation and everybody in the room walks several charities that are supported by the by committee never works, and so having out feeling good. (We now have a plan, diocese continued to grow because we too many people involved in the process thanks for your recommendation). Then really engaged some topflight folks. We can be counterproductive. You need clear there are the volunteers who make us look asked for their opinions – as well as their leadership. You need a group to distill the in the mirror and see the painful reality of expertise --and got them involved philan- information, but then you need a clear our situation. In the Diocese of Allentown, thropically with our endeavors. leader in the end to make the decisions. we were dealing with a number of painful As part of the overall strategic planning At times, some of our committees found and potentially painful issues at the time the process, we put together individual tasking themselves getting bogged down with too bishop brought Larry Bossidy to us. documents for each of the subcommit- much data. For example, our Special Learn- tees. These were essentially a half-page of ing Centers were trying to find a way to The initial phase of our strategic plan- questions, and very specific benchmarks save costs and yet provide the same stellar ning initiative was very issues-driven. We and timeframes for each subcommittee. service they always had. So instead of had different subcommittees and my job We expected these subcommittees to not having these centers stall once again, Larry as secretary for stewardship and devel- only answer these questions, but present suggested they make decisions now for opment was to recruit some talented their recommendations at quarterly meet- the coming year. In other words, don’t wait laypeople to staff these committees. We ings with Larry. Beyond the strategic plan- for the year to come and go before making weren’t looking, however, for the same ning initiative, we were actually able to get your plan. Make your strategic planning old volunteers, the ones who volunteer for many of those men and women involved happen now so that you can move forward. everything. We reached deep inside the with the new boards of directors we had heart of the community and did a lot of set up for our schools, and with our revital- “It’s been such a great interviews and networking to find people ized Catholic Charities board of directors. who are experts in their fields and could It’s been such a great opportunity to get opportunity to get our laity bring those talents to our subcommittees our laity more engaged. more engaged.” in areas like real estate and healthcare.

We had one volunteer -- the chairman of Larry never took little things for granted. If, Larry saw our Purchasing Committee as our Purchasing Committee -- who became for example, we decided to put a piece of low-hanging fruit – as well as a winning physically ill whenever we overspent property up for sale, he would challenge proposition. We had some wonderful busi- on anything! In sum, we had wonderful us with probing questions and observa- ness leaders on this committee, including people who were tigers in their own in- tions, like “What’s your marketing plan the chairperson, who knew from experi- dustries and who were extremely excited for selling this property?” and “When you ence how to save $40,000 a year on clean- to work with Larry Bossidy. For two years, hire a firm to sell it make sure they have ing, for example, or $50,000 on food, just Larry would fly in quarterly. On those days, the right tools so you get the best pos- by renegotiating their contracts. There are I would plan his schedule and every hour sible price.” At the time of our strategic certain things that men and women who run businesses know instinctively. They “You need a group to distill the information, but then you need know how to save a buck. And Larry’s ap- a clear leader in the end to make the decisions. “ peal to us was simply to spread that com-

THE NEW EVANGELIZATION AND EXECUTION ORIENTED STRATEGIC PLANNING 43 mittee model as quickly as we could, to go for the low-hanging fruit.

Larry also encouraged us to be rigorous in our budgeting process. Sometimes budgets tend to get passed on from year to year without much analytical review. He advised us that it’s not simply a matter of defend- ing the budget, but explaining it. And just through those conversations we found that maybe we don’t need this service, or maybe we need to invest from left: Alex Boucher, more in a particular area. Larry was Rev. Frank Denio, S.A.C always looking for ways to stimulate that rigorous dialogue about every as- job was making sure everybody knew that the busiest people in the school. The truth pect of the budget on an annual basis. enrollment was part of their job. If you had is, most of them didn’t go to school to run a asked a principal back then whose job enroll- business, yet we’re asking them to basically Another piece of the pie that Larry ment was, he or she might have said, it’s the be the CEO of a business. So bringing in helped us oversee (though it wasn’t administrator’s, or the pastor’s, or somebody the board of directors with their business directly involved with the turnaround) else’s. We had to explain to them that enroll- sense and business savvy to be a resource was Catholic education. We had spent ment was everyone’s responsibility, then to the principals and help them to make three years with a group called the make sure they got it and embraced it. difficult financial decisions, help them with Bishop’s Commission for Catholic forecasting and projections and strategic Schools, conceived and partially re- There was also the fact that over the years planning, was such a tremendous blessing. cruited by the bishop himself to help us we had developed in the diocese a very And guess what? The principals love it. It’s turn around a 15-year decline in Catholic strong top-down approach to marketing another great example I’m proud to cite of school enrollment in our diocese. We aimed at boosting our presence and visibility the progress we’ve made in the strategic were bleeding about 500 kids a year in the area of Catholic education. It was planning arena in our diocese over the last from the whole system, and the hemor- coupled with a bottom-up approach to get- couple of years. rhaging showed no signs of stopping. ting strong leaders, strong boards of direc- We made an all-American wrestling tors, and a strong advancement program in Please find a paper co-written by champion from Lehigh University, Mark each of our schools. But I think the bottom Bishop Barres and Larry Bossidy Lieberman, part of the solution. Mark line with any turnaround of Catholic educa- in Appendix 4 (pg. 71) was used to taking every problem to tion is that it can’t be all top-down driven by the mat and, in agreeing to spearhead a diocese or archdiocese. There has to be our turnaround, applied the same ap- strong local leadership and accountability for proach to some of the challenges we finance, for marketing, for development, and faced in Catholic education. Probably for all other business aspects. And principals the biggest and most painful part of his have the toughest job of everyone; they’re

“When we open up to the charism of the laity, our Diocese is enriched.” @NicolePerone #CatholicSFX

44 THE LEADERSHIP ROUNDTABLE SELECTED QUESTIONS, ANSWERS, AND COMMENTS

DENNIS CONCORAN important, as well as delivering results and JIM DUBIK Pastoral Associate, Christ the King Parish, seeing them through. After all, if you look Chair, The Leadership Roundtable Randolph, NJ at the saints, they were contemplatively results-driven. We’ve seen three models of ecclesial-lay My question relates to the importance of relationships at this conference – yours, language when you’re discussing strategic JIM FRIEND Archbishop Kurtz and Brian Reynolds, planning. When you’re dealing with people We can’t live just in the ecclesial world or and Rev. Donnelly and Paul Butler. The experienced in this field, they use terms like just in the business world. There has to Roundtable would like to encourage “input,” “output” and “direct develop.” Did be a nice blend. We as a Church have to more leadership relationships like these, you find you were able to translate some of be able to speak some business language but I’m wondering, are they something that language so it could be understood by from time to time, and yes, we had to do so personal and unique it would hard to people in the Church world and be used as a a little bit of tutoring along the way with replicate? Or do you think it’s possible to resource going forward? some of the key performance indicators engender them? and things like that. I remember the first time someone at a staff meeting used JIM FRIEND “KPIs” -- key performance indicators. I personally think it’s a matter of getting That kind of jargon just doesn’t fly off the the word out and helping other bishops tongue when you’re in an ecclesial setting. and other pastors see the benefit of these But it’s still important, and maybe we need relationships. I wish another 900 people to adapt it some way. I think as a Church could have attended this conference. we have to step up our game a little bit That’s the challenge for the Roundtable, if we’re going to be effective in the 21st I believe, to grow this conference and get Century. more folks to attend because there’s such wonderful material that more people need BISHOP JOHN BARRES to hear about. For years, the finances of our Special Learning Centers had not been adequately BISHOP JOHN BARRES Dennis Concoran analyzed and addressed. So, as part of In strategic planning, grace builds on the strategic planning process, we got our nature. We are all grateful for the human BISHOP BARRES boards of governors around it and they skills so beautifully articulated by this That was one of Larry’s charisms. He found an exciting path through it. In fact, group in terms of the wisdom of strategic was not into jargon. And frankly, what he they have made unbelievable progress and planning, the the proven best-practices of taught us was that it’s about the tenacity we made it very clear in our three Spe- organizational behavior theory, and the “vi- to see it through. Are you really commit- cial Learning Center mission statements sion and execution” that a man like Larry ted? And just the whole blend of chari- that their mission is an expression of the Bossidy teaches you. Then, to let that be table ecclesial communication, charitable Catholic Church’s belief in the Gospel of ignited by the Holy Spirit, to realize that collaboration, charitable input and consul- Human Life. Catholic strategic planning-- which sets tation. Asking the right question is also the world on fire with the New Evangeliza-

THE NEW EVANGELIZATION AND EXECUTION ORIENTED STRATEGIC PLANNING 45 JIM FRIEND and with local advancement programs. With One of the nice things about social media is faith in the future, we’re trying to leverage that you really can measure your results. The development and enrollment on one front, metrics are all out there. We have a wonder- quality of education and quality of staff on ful gentleman who owns a marketing com- another front, while using technology to pany and is an expert in digital media and move the whole process forward. In year social media who is spearheading our social one, we were able to balance the budget for media efforts. But to answer your question, all our schools. And in year two, we’re look- I think it really depends on the areas you’re ing at the first enrollment growth in probably delving into. When we sent out our tasking a couple of decades. So the strategy seems documents, which I mentioned earlier, to to be working. each of our committees, we tried to be as specific as possible about the answers we REV. KEVIN KENNEDY Most Rev. John Barres were looking for. We didn’t feed them the Pastor, Saint Ambrose Parish, Cheverly, MD answers, of course, but we wanted true The common thread among all of the rela- tion -- is Spirit-driven and we need to be measurements and even some timeframes tionships discussed yesterday and today radically contemplative, radically Biblical, on how these committees were going to is trust. If you don’t have trust, you’re not radically Eucharistic, and mission centric. solve the problems we faced. There was going to have a good working relationship. There is also the whole dimension of be- one year when we needed to cut 10 percent That begets the question, how do you ing financially responsible, to really look at of our expenses, so that became the bench- develop trust? Did that come naturally to financial picture carefully and proactively. mark for each of the secretaries: find ways you? Or was there something conscious in I like the phrase “prioritized and inte- to pare their budgets by 10 percent. the process where you helped lead people grated.” What are our priorities? How do to a deeper level of trust in one another? the different priorities integrate and how REV. THOMAS SMOLICH, S.J. do we deliver? A prioritized and integrated International Director, Jesuit Refugee Services financial strategy is at the service of the Member of the Board of Directors, New Evangelization. If we are taking care The Leadership Roundtable of the beautiful generosity and magna- nimity of our Catholic people and we are As you look at this whole Catholic schools responsible and transparent, then we are issue, Bishop Barres, what’s the one thing going to deliver the New Evangelization in that has made the difference in terms of all its dimensions, and execute the mis- the work you’ve done? And Jim, as you’ve sionary spirit in a new and powerful way moved on to this bigger stage, what’s the that meets the actual needs of a global one thing, the one lever, that those of us world in the 21st Century. who are interested in the future of Catholic Rev. Kevin Kennedy education need to be looking at? FRED FOSNACHT JIM FRIEND President, MyCatholicVoice BISHOP JOHN BARRES I think it helped that we had a weekly Very simply, opening up to lay expertise employee newsletter with a little piece on It strikes me that Larry [Bossidy] is legend- and letting them know up front that they strategic planning to keep people current. ary in the field of execution, in measuring. will have a substantial impact. And at different times throughout the year How intentional were you in setting we had articles in our local Catholic paper up measurements? I ask that question JIM FRIEND that kept people apprised of our planning because I’ve always found it a problem to I’ll just add to that having strong, top-down and our progress with strategic planning. define success when you’re working in diocesan support and a coordinated effort, You can never do too much communica- both the gospel and temporal worlds. followed by strong local leadership and em- tion. It has to be an ongoing effort if you powerment with those boards of directors want to build trust.

46 THE LEADERSHIP ROUNDTABLE National Leadership Roundtable on Church Management 2014 Annual Meeting The Standard for Excellence: BEST PRACTICES FOR A MISSION DRIVEN CHURCH Loyola University Chicago | Lake Shore Campus | June 24-26, 2014 www.TheLeadershipRoundtable.org/AnnualMeeting

ACCOUNTABILITY: AN ELEMENT OF THE NEW EVANGELIZATION His Eminence Donald Cardinal Wuerl Archbishop of Washington

This Leadership Roundtable gathering The context of a mission driven Church brings back memories of the initial efforts today includes two significant realities that that developed into the Roundtable. I recall were not part of our discussion ten years particularly the conference on Governance, ago: the New Evangelization, and Pope Accountability and the Future of the Church Francis and the so-called “Francis Effect,” held at the Saint Thomas More Catholic what he calls “missionary discipleship.” Chapel and Center at Yale University on March 28, 2003. The Leadership Roundtable When we talk of mission driving the has come a long way in the decade since Church today, we clearly must include the then and has offered a unique and valuable New Evangelization first touched on years service to the Church. ago by Pope Paul VI, highlighted over and over by Saint John Paul II, institutionalized The origins of the Leadership Roundtable by Pope Benedict XVI, and made visible in

Cardinal Donald Wuerl are rooted in the desire for quality Church the life and ministry of Pope Francis. This management that involves accountability perspective is the life-giving element for and the incorporation of the expertise of best practices that could otherwise remain the laity in the development and imple- managerial or administrative functions. mentation of Church administration, programs and procedures. Your theme for this The New Evangelization is a term that year’s meeting focuses on best practices has become very familiar in the Church for a mission driven Church. I would like to today. Saint John Paul II began more than reflect on three elements that contribute three decades ago to speak of the need to a mission driven Church: clear Church for a new period of evangelization. He identity, mission or ministry of all Church described it as an announcement of the members, and shared accountability. Good News about Jesus that is “new in ardor, method and expression.” Pope

ACCOUNTABILITY: AN ELEMENT OF THE NEW EVANGELIZATION 47 from left: Cardinal Donald Wuerl, Kerry Robinson

Benedict XVI affirmed that the discern- It is increasingly evident that the New The Synod made it very clear that the ment of “the new demands of evangeliza- Evangelization is not one specific action continuation of the mission of Christ, which tion” is a “prophetic” task of the Supreme or activity of the Church, but rather a way began with the Great Commissioning fol- Pontiff. He emphasized that “the entire of seeing a whole range of activities car- lowing his death and Resurrection, is what activity of the Church is an expression of ried on by the Church to spread the Good we are engaged in today. As the Acts of love” that seeks to evangelize the world. News of Jesus Christ. Thus we can speak the Apostles tell us, as Jesus prepared to about the ongoing outreach to those who return to his Father in glory he charged his Likewise, in continuity with his predeces- have never heard of Jesus, while also disciples, “You will be my witnesses” (Acts sors, Pope Francis calls us to the work speaking of its continuity with the ongoing 1:8). That same challenge echoes in our ears of the New Evangelization. This was also catechesis that is a part of the life of every and hearts today – we are the witnesses to a major initiative of his when he was believer, while adding the dimension of Jesus Christ, his message, his way of life, Archbishop of Buenos Aires. Already we outreach to those who have simply fallen his triumph over death and his pledge of can see as a hallmark in this papacy the away from the practice of the faith. new life to all who would walk with him. emphasis that the Church “go out” into the world, to not stay wrapped up within Our need is to see our administrative Our definition of the New Evangelization itself but to go out to give to people the efforts as part of and an expression of includes renewal of personal faith. This is beauty of the Gospel, the amazement of “going out” beyond self-reflection. Pope both an affective and a cognitive or intellec- the encounter with Jesus. When and how Francis uses this schema and cites it in tual renewal of our faith; be confident in its we do it must have as its goal – conscious its entirety in the introduction to The Joy truth – be able to stand in the truth, without and explicit – the outreach that we can of the Gospel, his apostolic exhortation hesitation, without apology for what we describe as evangelization, or the mani- that followed the 2012 Synod on the New believe, and share the faith. This is a new festing of the Kingdom. Evangelization. In fact, he quotes directly aspect of our appreciation of our faith that from the propositions of the Synod and has not always been recognized in the past. clearly footnotes them. We must be driven out of the excitement we have for our faith to share it.

48 THE LEADERSHIP ROUNDTABLE What we reflect on today has to be seen of the Gospel, Pope Francis cites proposi- ible yet spiritual, structured yet Spirit-led, specifically in light of Pope Francis’ apos- tions from the Synod on the New Evange- human yet divine, presence of Christ in the tolic exhortation, The Joy of the Gospel lization. It is against the backdrop of that world today. The Second Vatican Council – Evangelii gaudium. The title is as much a gathering of bishops and catechetical lead- teaches us that while not the fullness of description of him as it is the name of his ership that I want to offer these reflections Christ’s Kingdom, the Church is the begin- document. From the moment he stepped today. The starting point, however, for ning, the outward visible sign and instru- out onto the balcony of Saint Peter’s Ba- both the work of the Leadership Round- ment of that Kingdom coming to be among silica on the night of his election as 265th table and an understanding of the mission us, of communion with God and of unity Successor to Saint Peter, Pope Francis has or ministry of the Church has to be a clear among all people. When we address ques- set a vibrant tone and has become a focal understanding of the Church’s identity. tions of governance and accountability in point of faith renewal, not only in the life the Church, we must be careful not to use of the Catholic Church but among many, Let me address that with a personal story. a political model for a reality that transcends many people. Perhaps what strikes such As I took my aisle seat on a plane one day, human political institutions. It would be a an appealing cord is his manner of reflect- a woman in the window seat turned and mistake to judge the Kingdom of God by ing on the joy of the Good News of Jesus introduced herself and seeing my Roman the standard of the kingdom of man. Christ. Pope Francis is not changing any of collar said, “Have you been born again?” the great received teachings in the Church. “Yes,” I responded and she immediately In his pontificate – including his apostolic Rather, he is revitalizing those teachings asked, “When?” I said, “In baptism. And exhortation, The Joy of the Gospel – Evan- and highlighting how you do the Gospel – I have been trying to grow into that new gelii gaudium, and in the ongoing process how you live the Gospel’s message. life ever since.” “Oh,” she said, “you’re of restructuring some aspects of the Catholic,” which led her to another ques- Vatican curia – Pope Francis has addressed Today there was a television report on just tion. “Tell me about this Church thing that the issues of Church management and how popular Pope Francis is and that his is so important to you.” accountability. But he always does this tweets are retweeted more than any other in light of the institutional ability to bear person. The news report indicated over ten We began with Matthew’s Gospel and witness to the truth of the Gospel. Even thousand daily retweets of the Pope’s tweet. Peter’s confession about Jesus that led to our institutions have to participate in the Obviously, this says something about the im- Jesus’ announcement, “You are Peter, and Gospel driven purpose of the Church. pact he is having and his ability to project the upon this rock I will build my church.” As love of God and the compassion of Christ. the conversation unfolded and she raised a number of significant questions, we talked What Pope Francis invites us to do is about how we are all invited into the family focus our attention on the overwhelming of God, how Jesus established the Church blessing that is the love of God in our lives as his new Body in the world, how it was Je- and in our world. When asked to describe sus who determined that his Church should himself, he humbly said he was a sinner. have a certain fundamental structure, how So we all are. But he reminded us that the Apostles continue today in the person we have all been embraced by the love of bishops to lead the Church, and how the of God. The invitation of Pope Francis to work of Saint Peter is carried on today by the a fresh way of living the Gospel in our bishop of Rome, the Pope. As we landed world – which is so desperate for forgive- and were taxiing up to the gate, the man in ness, compassion, kindness and love – is a the aisle seat directly across from me leaned bright ray of hope as we move forward in over and said, “Father, I couldn’t help but the Third Millennium. hear this conversation. I’m Catholic and I didn’t know all of that.” Cardinal Donald Wuerl Throughout Evangelii gaudium – The Joy The Catholic Church is the enduring, vis-

“3 keys to New Evangelization: personal renewal, confidence in faith, share the good news.” @LeadershipRound #CatholicSFX

ACCOUNTABILITY: AN ELEMENT OF THE NEW EVANGELIZATION 49 Pope Francis is the example of evangeliza- you would have them do to you?’ How tion in action. This includes his efforts at much more harsh would our land be if we restructuring administration and address- did not grow up hearing, ‘blessed are they ing managerial issues. What is it that we who hunger and thirst for righteousness, offer that warrants our attention to the blessed are the merciful, blessed are the relationship of what we do, how we do it, peacemakers?’ What would the world and the spread of the Gospel – our mes- be like had we never been reminded that sage? This brings us to a reflection on the someday we will have to answer to God mission or ministry of Church members; for our actions?” what the Church offers. To his credit, the man who asked the Occasionally, people will ask me, “What question smiled broadly and said, “It exactly does the Church bring to our soci- would be a mess!”

Cardinal Donald Wuerl ety?” or they will ask in a more personal way, “What exactly does the Church offer The Church brings what it has always The gauge of the success of our organiza- to me?” brought – an invitation to faith, an encoun- tional structures and managerial practices ter with Christ and a whole way of living. must always be how effective they are in A number of years ago I was invited to Our structures and practices must partici- bearing witness to the saving message speak at the Catholic Center at Harvard pate in our witness to the life-giving quality of Christ. The challenge of our day is to University. The theme was “The Role of our message. How we act, function and be able to do our work, to carry out our of Faith in a Pluralistic Society.” At the organize our activities must mirror who we ministry in so consciously missionary a conclusion of my presentation, a man who are – the people of God, God’s family, a manner that we measure our success by self-identified as an atheist and who taught community of faith. its positive and inviting effect on those we in the law school was the first to present a serve and everything around us. question. He asked, “What do you people What we bring is God’s love, Christ’s think you bring to our society?” mercy, the life-giving gifts of the Holy Spirit. We should look and act like the “Pope Francis is the example “You people” was a reference to the front Church of missionary disciples. Just as of evangelization in action. row of the audience that was made up of Pope Francis used his now famous sound This includes his efforts at representatives of a variety of religious tra- bite to describe priests as pastors who ditions, all of whom were in their appropri- have the “odor of the flock,” so too should restructuring administration ate identifiable robes. Church structures, programs and pastoral and addressing managerial practices and initiatives as well as those issues. “ Since he was a lawyer, I asked if he engaged in them – clerical, religious and would mind if I answered his question lay – look like witnesses to the Risen Lord. with a question of my own. When he nod- What the Leadership Roundtable brings ded in agreement, I asked: “What do you So that we could best answer our calling, to the fore, and what should be a part of think the world would be like if it were the Lord endowed his community of our deliberations today, is not just good not for the voices of all of those religious disciples with a structure that will remain management but the question of whether traditions represented in the hall? What until the Kingdom is fully achieved. He what we are engaged in and what we are would it be like if we did not hear voices purposefully chose the Apostles, with proposing constitute best practices that in the midst of the community saying, Saint Peter as their head, as the founda- actually engage people in an appreciation ‘You shall not kill, you shall not steal, you tion stones of “the new Jerusalem,” and of the Gospel and lead them to an encoun- shall not bear false witness?’ What would he charged them to lead, to teach and to ter with Christ. our culture be like had we not heard sanctify his flock entrusted to them. As religious imperatives such as ‘love your the successors of the Apostles, the bish- neighbor as yourself, do unto others as ops – in unity with the Pope – have been entrusted with this, as well.

50 THE LEADERSHIP ROUNDTABLE Whatever management style or model is service and stewardship / administration. ism that is now rapidly enveloping our followed, leadership actions and admin- The consultation – via our website and society and our Western culture. istration must be oriented toward the regional and parish meetings – generated mission of bringing to others an encoun- a series of recommendations and, eventu- The New Evangelization recognizes that ter with the Good News of Jesus Christ. ally, statutes. in countries where the Gospel has already Managerial decisions must allow room for been preached there is an “eclipse of the the Holy Spirit to act. “Managerial decisions must sense of God.” What brings a new urgency to our mission is the acknowledgment allow room for the Holy Spirit Mere bureaucratic efficiency is not the of just how widespread and profound the goal or the measure of success. Rather, as to act.” new secularism is. Pope Francis counseled in his first apostolic exhortation, “The renewal of structures What the working sessions and the invita- Pope Benedict XVI, during his visit to demanded by pastoral conversion can only tion to recommendations provided was an the Archdiocese of Washington in April be understood in this light: as part of an ef- opportunity to hear voices of the member- 2008, underlined three challenges the fort to make them more mission-oriented, ship of the Church of Washington. I take Gospel faces in our society. In his homily to make ordinary pastoral activity on every great pride in the fact that when all our work at vespers with the bishops of the United level more inclusive and open, to inspire was finished, members who had served as States during a meeting at the Basilica in pastoral workers a constant desire to delegates reminded me that what they were of the National Shrine of the Immaculate go forth and in this way to elicit a positive setting before me were their words, their Conception, he reminded us that we are response from all those whom Jesus sum- reflections, their conclusions. challenged by secularism, the materialism mons to friendship with himself.” around us and the individualism that is so In the age of the New Evangelization we much a part of our culture. Allow me to use the example of our re- have to be able to carry on our ecclesial cently concluded first Archdiocesean Syn- ministry, institutionally and personally. It is against this background – a diminished od in the Archdiocese of Washington. It And it must be done in an aura that invites appreciation of the faith – that Pope Bene- reached its culmination and concluded on communication, the sharing of information, dict called all of us to the New Evangeliza- Pentecost Sunday, June 8. This celebration and consultation – the ability to hear back tion, and Pope Francis challenges us to brought to a finish over two years of work and reflect on what was communicated. go out and meet people where they are involving over 200 delegates reflecting the And finally, it must involve collaboration, so that we can walk with them towards a ethnic and cultural and ecclesial face of the the working together that provides the closer bond with Jesus. Archdiocese of Washington. Its members mechanism to resolve, formulate and were primarily laywomen, laymen, those move forward with programs, practices This brings us to reflect on the wider in consecrated life and clergy. We used as and structures. accountability of all of us to share the a working principle that our effort would Good News, to pass on the Gospel strive to be the best Church we can. We The pastoral letter, Manifesting the King- message, to be an active agent of the accepted as working principles the need to dom, on the first synod of the Archdiocese New Evangelization. communicate, consult and collaborate. of Washington is an effort to tell the story of that Synod and what I believe it to be – In our reflections on the Church, Church Over 15,000 recommendations arrived as an example of collaborative ministry in the management and best practices in a mis- we began the consultation part. This was age of the New Evangelization. The style sion driven Church and how we accept our preceded by an effort to communicate of ministry today is so important because tasks as agents of the new Pentecost, I to all members of the Church the under- the context of the New Evangelization, and would like to highlight a number of theo- standing of our call as a Church in the the very reason we need to re-propose our logical foundation stones. I will touch on areas of worship, education, community, Catholic faith to the world, is the secular- four of them.

“Invitation of Pope Francis is a fresh way of living the Gospel.” @MikeOLoughlin #CatholicSFX

ACCOUNTABILITY: AN ELEMENT OF THE NEW EVANGELIZATION 51 First is the anthropological foundation of be saved, it is precisely out of his universal proclamation. Since both are tied together, the New Evangelization. If secularization salvific will that God sent Christ to bring whatever we are doing must take on the with its atheistic tendencies removes God us to adoption and eventual eternal glory. aura of the mission driven disciple. Pope from the equation, the very understanding Pope Francis in his homily on the Solem- Francis speaks about missionary disciple- of what it means to be human is altered. nity of John the Baptist reminded us, “We ship. There are qualities of the mission Thus the New Evangelization must point to are Christians because we belong to the driven disciple who manifests a mission the very origin of our human dignity, self- Church. It is like a surname: if our name is driven Church. I will touch on four that, knowledge and self-realization. The fact ‘I am Christian,’ our name is ‘I belong to for me, stand out: boldness or courage, that each person is created in the image the Church.’” connectedness to the Church, a sense of and likeness of God forms the basis for urgency, and joy. declaring, for example, the universality of This, the Pope points out, is necessary human rights. Here, once again, we see because “others before us have lived faith In the Acts of the Apostles the word that the opportunity to speak with conviction to and transmitted it to us, have taught us.” describes the Apostles after the outpour- a doubting community about the truth and He warns against a “do-it-yourself Church” ing of the Holy Spirit at Pentecost is integrity of reality such as marriage, family, and he highlights that “there are those “bold.” Peter is depicted as boldly stand- the natural moral order and an objective who believe that they can have a personal ing up and preaching the Good News of right and wrong. relationship direct and immediate with the Resurrection; later Paul takes up the Jesus Christ removed from communion theme, and in frenetic movement around Second is the Christological foundation of and mediation of the Church. They are the world accessible to him, boldly an- the New Evangelization. As has already dangerous and damaging temptations.” nounces the Word. been noted, New Evangelization is the He concludes that part of the homily by re-introduction, the re-proposing, of Christ. the simple exhortation, “remember: being “ It is our Catholic faith that Our proclamation of Christ, however, Christian means belonging to the Church.” urges us toward committed begins with a clear theological explanation Fourth is the soteriological foundation of of who Christ is, his relationship to the the New Evangelization. Intrinsic to the transparency, verifiable Father, his divinity and humanity, and the understanding of God’s presence with accountability, missionary reality of his death and Resurrection. At us today is the awareness of what we discipleship.” the center of our Christian faith is Christ. mean by his Kingdom. The Kingdom that But the Christ we proclaim is the Christ Jesus proclaimed and established and of revelation, the Christ understood in his that is manifest in his Church will reach Our enthusiasm for the faith and our con- Church, the Christ of tradition and not of its final fullness only in glory. The fullness viction for its truth should always be ex- personal, sociological, or aberrant theologi- of the Kingdom is yet to come but it is pressed in love. As Saint Paul reminds us cal creation. On our own, none of us could present in its beginnings here and now. we must not only speak the truth but do come to know the mind, heart, love and Our actions now have consequences that so in love. It is not enough that we know identity of God. Jesus came to reveal the endure. What we achieve here and now as or believe something to be true. We must truth – about God and about ourselves. a manifestation of the Kingdom remains. express that truth in charity, with respect “Heaven and earth will pass away,” Jesus for others, so that the bonds between us Third is the ecclesiological foundation of said. But his words that are everlasting life can be strengthened in building up the the New Evangelization. The New Evan- will never cease to be realized. Church of Christ. gelization must provide a clear theological explanation for the necessity of the Church In concluding these reflections, I want to As our Holy Father, Pope Francis, has for salvation. The Church is not one among note some of the qualities required for reminded us and as the Synod pointed many ways to reach God, all of them effective Church ministry today, whether out on many occasions, people are not equally valid. While God does wish all to it is at the level of management or Gospel brought to the love of Jesus Christ by

“How we structure and organize our activities must center around who we are, the people of God.” @MikeOLoughlin #CatholicSFX

52 THE LEADERSHIP ROUNDTABLE angry denunciations. As is being demon- How, then, do we answer question, “What strated around the world, the response to is at the heart of a mission driven Church Pope Francis and his message of “loving and how would we measure the excel- invitation” is extraordinary. He tells us, lence of best practices in such a Church?” “A Church which ‘goes forth’ is a Church whose doors are opened.” Our faith con- I think we need to begin with our own convictions “have pastoral consequences that viction that there is an awakening of the we are called to consider with prudence Spirit in the hearts of many people, young and boldness.” The evangelizers for the and not so young, and that the pretensions New Evangelization also need a connect- of the secular order are not able to satisfy edness with the Church, its Gospel and the longings of the human heart. We can its pastoral presence. The authentication profess with pride and conviction that the of what we proclaim and the verification Gospel message continues to be the an- of the truth of our message that these are swer to our needs and longings today. We the words of everlasting life depend on re-propose Christ as the answer to a world our communion with the Church, and our staggering under the weight of so many solidarity with its pastors. unanswered questions of the heart.

Another quality of the New Evangelization At the very core of our convictions, how- and, therefore, those engaged in it, is a ever, is our faith. It is our Catholic faith sense of urgency. Perhaps we need to see that urges us toward committed transpar- in Luke’s account of Mary’s Visitation of ency, verifiable accountability, missionary Elizabeth a model for our own sense of ur- discipleship. It is our Catholic faith that gency. The Gospel recounts how Mary set we proclaim with renewed adherence, off in haste in a long and difficult journey awakened conviction and great joy. It is from Nazareth to a hill country in the village summed up in the simple acclamation: of Judea. There was no time to be lost Christ has died, Christ is risen, and Christ because her mission was so important. will come again.

Pope Francis begins his apostolic exhortation Evangelii gaudium with the reminder that, “The joy of the Gospel fills the hearts and lives of all who encounter Christ…with Christ joy is constantly born anew.” Our message should be one that inspires others to joyfully follow us along the path to the Kingdom of God. Joy must character- ize the evangelizer. Ours is a message of great joy: Christ is risen, Christ is with us. Whatever our circumstances, our witness should radiate with the fruits of the Holy Spirit including love, peace and joy.

ACCOUNTABILITY: AN ELEMENT OF THE NEW EVANGELIZATION 53 54 THE LEADERSHIP ROUNDTABLE National Leadership Roundtable on Church Management 2014 Annual Meeting The Standard for Excellence: BEST PRACTICES FOR A MISSION DRIVEN CHURCH Loyola University Chicago | Lake Shore Campus | June 24-26, 2014 www.TheLeadershipRoundtable.org/AnnualMeeting

Appendix 1 2014 ANNUAL MEETING SPEAKER, PANELIST, AND PRESENTER BIOGRAPHIES

Most Rev. John Barres was Rev. Efrain Bautista was born ordained a Bishop and installed and raised in Calexico, California, as the fourth Bishop of Allentown located in the Imperial Valley, the on July 30, 2009. He was the southern, most eastern part of first priest ordained a bishop California. Fr. Bautista attended within the Diocese of Allentown. public school in Calexico and In almost 5 years as shepherd attended the local university of the Diocese, Bishop Barres where he obtained a Business has supported efforts of pastors, degree. After attending college, teachers, parents and the former he started to work in several local Bishop’s Commission on Catholic non-profit organizations, all of Schools at strengthening our Catholic schools. In the 2012-2013 which provided services to the less fortunate one of the poorest school year, Allentown was the only Diocese in Pennsylvania to areas in California. Fr. Bautista worked there for about 3 years see an increase in enrollment and the only diocese from Maine to before deciding to apply to the seminary for the Diocese of San Maryland to show an increase in elementary school enrollment. Diego. Fr. Bautista was admitted into the seminary in the Fall of The current school year makes the second straight year that the 2002 and began his philosophical studies at the University of San Diocese of Allentown’s school enrollment has increased, no other Diego. In August 2006, his Bishop sent Fr. Bautista to the Pontifical Pennsylvania diocese can make that claim. With the assistance North American College in Rome, to complete his theological of former Honeywell Chairman and CEO Larry Bossidy, Bishop studies. Following his ordination in June 2010, Fr. Bautista returned Barres has guided the Diocese on its first strategic plan, which to the Imperial Valley to the town of Brawley, CA where he served over two years has resulted in cutting edge efforts to enhance as an Associate Pastor at Sacred Heart Church and St. Margaret pastoral ministries and help to strengthen the financial condition Mary Church prior to being assigned to St. Francis of Assisi Church of the Diocese. The Bishop, recognizing the importance of in Vista, CA, north of San Diego. In May of 2012, following the social media in spreading the Gospel message and the New departure of the Pastor, Fr. Bautista was named Administrator and Evangelization, has launched a video blog on the Diocesan website subsequently pastor of the St. Francis of Assisi in October of the and is working with a committee of outside experts to expand same year and has been there ever since then. St. Francis of Assisi the Diocese’s social media presence. Nationally, Bishop Barres is a vibrant multi-cultural parish community with 9 Sunday Masses has been an active member of the United States Conference of celebrated in three languages, Spanish, English and Vietnamese. In Catholic Bishops Ad Hoc Committee for Religious Liberty. He has addition, St. Francis has a school, religious education in each of the spoken out forcefully on the issue. The Bishop also serves on two three languages, over 100 ministries, making the parish one of the other USCCB committees: the Committee on Laity, Marriage, largest in the Diocese of San Diego. Family Life, and Youth; and the Committee on Evangelization and Catechesis. He was recently appointed Episcopal Liaison to the Pontifical Mission Societies.

2014 ANNUAL MEETING SPEAKER, PANELIST, AND PRESENTER BIOGRAPHIES 55 Robert J. Birdsell is the co-found- the Maine Diocesan Council for Catholic Youth. Alex previously er and Managing Partner of the worked in full time parish ministry at the Cathedral of the Immaculate Drexel Funds, a family of non-profit Conception and several other diverse and multi-cultural parishes in venture funds for private schools. the Roman Catholic Diocese of Portland, Maine in the areas of parish Prior to founding the Drexel Funds, life, liturgy, and faith formation. Alex currently serves on the diocesan Rob was CEO of the Accelerate In- liturgical commission and assists as a master of ceremonies for his di- stitute. At the Accelerate Institute, ocesan bishop. He is currently completing a degree in Theology in the Rob led the organization through a School of Theology & Religious Studies at The Catholic University of strategic planning process which America in Washington, DC, where he is active in campus ministry, shifted its focus from a teacher including men’s ministry and the Knights of Columbus. preparation program to having a singular concentration on transformational urban school leadership Lawrence A. Bossidy is the and also rebranded the organization during this process. Under Rob’s retired Chairman of the Board leadership the organization also expanded its footprint to Memphis, and CEO of Honeywell Interna- Newark, Baton Rouge and Milwaukee and he built a business model tional Inc., a global $26-billion which focuses less on philanthropy and more on local partner invest- advanced technology, controls ment. In the past two years, Rob has raised investment commitments and manufacturing company. Mr. on the local and national level of over $10 million for the Institute. Prior Bossidy’s distinguished five- to the Accelerate Institute, Rob was the President & CEO of the Cristo decade career in business began Rey Network. Over his tenure, he oversaw the significant growth of with the General Electric Com- the network from 12 to 25 schools, grew revenues of $33 million in pany’s renowned financial training 2007 to $75 million in 2012. Rob dramatically expanded Cristo Rey’s program in 1957. For the next 34 leadership development programs, advocated for high performing years, Mr. Bossidy served in a number of positions with GE, including urban schools and education reform on Capitol Hill, and led an initia- Chief Operating Officer of General Electric Credit Corporation (now tive at Cristo Rey to increase the quality of outcomes for students. GE Capital Corporation), Executive Vice President and President of Rob also put in place a disciplined approach to managing growth and GE’s Services and Materials Sector, and Vice Chairman and Executive recruited seven new outside directors to the Cristo Rey Network Officer of General Electric Company. Mr. Bossidy joined AlliedSignal board. Prior to Cristo Rey, Rob led Eduventures consulting practice Inc. as Chairman and CEO in 1991. He is credited with transforming and he began his career teaching high school English in Los Angeles AlliedSignal into one of the world’s most admired companies. During and Milwaukee. Rob is a frequent speaker on education policy and his tenure with AlliedSignal, the company achieved consistent growth sustainability for urban schools. He has spoken at the America’s Prom- in earnings and cash flow, highlighted by 31 consecutive quarters of ise Alliance’s Grad Nation Summit, the Council on Foundations Annual earnings-per-share growth of 13% or more and an eight-fold apprecia- Meeting, the United States Department of Education Leadership tion of the company’s share price. He was named CEO of the Year Conference, Notre Dame University’s Conference on Sustainability for by Financial World magazine in 1994 and Chief Executive of the Year Faith-based Urban Schools, and Yale University’s Summit on Educa- by CEO Magazine in 1998. In 1999, Mr. Bossidy became Chairman tion Reform. In addition, Birdsell has been published or quoted in the of Honeywell International Inc., following the merger of AlliedSignal Wall Street Journal, Time magazine, USA Today, America magazine, and Honeywell in December 1999. He retired from the company World at Work Journal, Company Magazine, the Atlanta Journal, the as scheduled in April 2000. Mr. Bossidy returned as Chairman and Milwaukee Journal, Conversations, and the Ligorian. CEO of Honeywell International Inc. in July 2001 following General Electric’s unsuccessful acquisition bid for Honeywell. He retired from Alex Boucher is Project Adminis- Honeywell again in 2002. Mr. Bossidy is co-author of the best-selling trator of the Leadership Round- book Execution: The Discipline of Getting Things Done, and its sequel table’s CatholicPastor.org, a col- Confronting Reality: Master the New Model for Success. Mr. Bossidy laborative virtual learning forum, graduated from Colgate University in 1957 with a BA degree in part of their ongoing leadership economics. He is a former member of the Board of Directors of Gen- formation program where priests, eral Electric, JPMorgan, Merck & Company and the Berkshire Hills as a community of practice, can Bancorp. He is also an advisor to the Aurora Capital Group, a private engage in an extended conversa- equity firm, Chilton Investment Company & CapGen Capital Advisors, tion, learn from one another, and LLC. In addition he is a contributor to CNBC Squawk Box. share best practices. In addition to his work with the Leadership Michael Brough is the director Roundtable, Alex serves as Program & Operations Manager for the of strategic engagement for the Catholic Apostolate Center, where he assists in forwarding the Cen- Leadership Roundtable. He works ter’s mission through partnerships, program implementation, plan- with Catholic leaders to create ning, and internal operations. Alex coordinates the Center’s higher and implement resources that education cooperative alliance with Saint Joseph’s College of Maine. assist parishes, dioceses, and He also facilitates the Center’s support of the Campus Ministry Catholic nonprofits to address the Leadership Institute and Empowered Campus Ministry, co-sponsored development and implementation with the United States Conference of Catholic Bishops Secretariat of of management structures and Catholic Education. A native New Englander, Alex is a proud alumnus personnel policies and proce- of Cheverus High School, the Jesuit college preparatory school of dures that enhance the effective- Maine. As a high school student, he served on his parish council ness of all those in Church ministry. Mr. Brough is also a presenter and parish evangelization committee, and served for two years on in the Leadership Roundtable’s training for new pastors and a

56 THE LEADERSHIP ROUNDTABLE keynote presenter and workshop facilitator at national and diocesan John Deinhart is the Director conferences. He is certified by the Center for Creative Leadership of Stewardship and Strategic to deliver the Catholic Leadership 360 assessment tool. Previously, Planning for the Catholic Diocese Mr. Brough was executive director of RENEW International. He is of Knoxville. In his role at the an experienced presenter and teacher and worked for the Scot- diocese, John oversees all areas tish bishops in the area of justice education. He has led training for of development including the an- Catholic lay ministers, priests, and bishops throughout the US and nual Bishop’s Appeal, planned and in 12 other countries. Mr. Brough holds degrees from St. Andrews capital giving, and the work of a University, Scotland, and Loyola University, New Orleans, with fur- number of diocesan foundations. ther qualifications in clinical and pastoral counseling and education. John is also responsible for all facets of diocesan strategic plan- Paul V. Butler is the president ning and serves on the Bishop’s Senior Leadership Team. Prior to his of GlobalEdg, a leadership career in development, John worked in consumer products marketing development consulting firm. and sales for nearly 25 years, leading sales and marketing teams at Paul works with senior execu- Ralston Purina and Bush’s Beans. In his most recent role with Bush tives in organizations to increase Brothers, he led the brand’s expansion efforts into Canada. Since capabilities of individuals, teams, moving to East Tennessee in 1999, John and his wife Crystal have and organizations. With over 30 been actively involved in many Catholic ministries, including their years of experience in the public longtime advocacy and support of the mission of Nuestros Peque- and private sectors, he is well po- nos Hermanos (NPH), a home for over 3,500 orphaned, neglected sitioned to support organizations and abandoned children in 10 countries across Latin America. John going through large-scale change serves on the executive committee of the National Board of NPH- efforts and produce sustainable results. USA and is known to the kids at NPH as ‘Senor Frijol’ (Mr. Bean).

Dennis Corcoran has more Peter Denio is the Coordinator than 30 years of full-time parish for the Standards for Excellence employment. He holds a BA in program and CatholicPastor. Religious Studies from Caldwell org for the National Leadership College and a MA in Pastoral Roundtable. In this capacity Ministry/Church Leadership from he has worked with parishes, Boston College. Dennis is cur- dioceses, religious communities, rently the Pastoral Associate for schools, and nonprofits on the Christ the King Church in New integration of best management Vernon, NJ. He was previously practices. He was the former the Director of Parish Operations Acting Director of the National for Church of the Presentation in Upper Saddle River from 1995- Pastoral Life Center. He has worked as a Lay Ecclesial Minister for 2005. Dennis is a consultant for organizational leadership to Catholic almost 20 years and currently serves as the part-time Pastoral Asso- parishes and dioceses throughout the country and is a member of ciate of Adult Faith Formation at Our Lady of Mount Carmel Church the National Leadership Roundtable on Church Management where in Ridgewood, NJ. He sits on the advisory boards of the Fordham he is on the faculty for the Pastor’s Toolbox. Dennis lives in Ran- Graduate School of Religion and Religious Education, the Catholic dolph with his wife, Laura, and 4 children - 22, 20, 17, & 15. Common Ground Initiative, and the Paulist Office for Reconciliation. He received a Masters in Pastoral Ministry from Boston College and Mary Cornwell is a 2012-2013 a Masters in Public Administration from Seton Hall University. He is ESTEEM Alumni from Michigan married for 12 years to his wife Mary. They live in Fair Lawn, NJ and State University. Due to a desire have three children together: Conor (10), Riley (7), and Devon (6). to do post-grad service and continue diving into Catholic Social Katie Diller is the director of Teaching after this program, she student outreach at St. John joined Amate House, a young Catholic Church & Student Center adult volunteer program through at Michigan State University and the Archdiocese of Chicago. the national program coordinator The past year, she has been of ESTEEM (Engaging Students living in intentional community to Enliven the Ecclesial Mission), and working at Girls in the Game, organizing and coaching after a joint project of the Leadership school programs to promote health, leadership, and sports in under Roundtable and Saint Thomas served neighborhoods. This fall, she will be pursuing a Master’s in More Catholic Chapel & Center Public Health to study issues related to physical activity and nutri- at Yale University that engages tion and health equity. young adult Catholics into the full life of the Church. As a post- graduate volunteer in the Alliance for Catholic Education (ACE), Ms. Diller served as a high school chemistry teacher in Phoenix, Arizona. She holds degrees from the University of Notre Dame, the Univer- sity of Dayton, and Yale University.

2014 ANNUAL MEETING SPEAKER, PANELIST, AND PRESENTER BIOGRAPHIES 57 Rev. Joseph Donnelly is a native John Eriksen is the director of of Waterbury Connecticut. He special projects for the Leader- graduated from St. Bonaventure ship Roundtable, overseeing the University in 1968 and did his organization’s programs focusing priestly formation at the North on Catholic schools and pooled American College in Rome. While strategic investment. He was pre- there he completed a licentiate viously superintendent of schools in fundamental theology at the in the Diocese of Paterson, NJ. Gregorian University in 1972. He Mr. Eriksen began his career as was ordained a priest in Rome a high school teacher in Notre for the archdiocese of Hartford in Dame’s Alliance for Catholic Edu- 1971. Father Donnelly served in parish ministry in the archdiocese in cation (ACE) before moving to the Leadership Roundtable, where several parishes before joining the formation faculty at St. Thomas he headed the organization’s management consulting practice. He Seminary in Bloomfield CT as spiritual director in 1977. During holds degrees from the University of Notre Dame and the Kennedy this time he completed a masters degree in Spiritual theology at School at Harvard University. Creighton University in Omaha. In 1984 he was invited to join the formation faculty of the North American College in Rome where Carol Fowler is the recently retired he served as vice rector until 1989. After a sabbatical consisting of Director of the Department of a 30 day retreat and a semester at Weston School of Theology in Personnel Services for the Archdio- Cambridge MA he was assigned as the priest on a pastoral team cese of Chicago. The Archdiocese at St. Bridget Parish in Manchester CT. He served there until 2003 employs about 15,000 people. As when he was appointed pastor of Sacred Heart Parish in South- one of the seven Archdiocesan bury CT. He continues to serve there. In 2007 Fr. Donnelly was department directors, she served also appointed chair of the Board of Directors of the St. Vincent on Cardinal Bernardin’s Cabinet and DePaul Mission of Greater Waterbury, a social service agency under Cardinal George’s Administrative Catholic Charities which operates the largest homeless shelter in Council. She served the Archdio- Connecticut as well as a soup kitchen, thrift store, mental health cese in this role from July 1991 until facilities and housing for the working poor in Waterbury. Father Don- June 30, 2012. Her position included supervision of all human resource nelly has served the archdiocese of Hartford in various capacities on functions for laity, clergy and religious, including policy development, the Presbyteral Council, the Committee for Continuing Education of recruitment and hiring, performance management, employee relations Priests, and as a teacher in a local college and Catholic high school and benefits management of health, pension and related benefits. Carol and in adult education programs. He also worked for several years was a member of the Board for the National Leadership Roundtable on at the Institute of Living in Hartford as a spiritual director for priests Church Management. She was president of the National Association of in their in-patient therapeutic program for professionals. Church Personnel Administrators and served on that Board for several years. She is past president of the National Association of Diocesan Lt. Gen. James M. Dubik (US Directors of Campus Ministry, served on the board of the Catholic Army, Ret.), is a trustee of the Campus Ministry Association and was on the Bishops’ United States Leadership Roundtable. Lt. Gen. Catholic Conference Committee on Education. She is also a member of Dubik assumed command of the Advisory Board of the Center for Church Management at Villanova Multi National Security Transition University, is a member of the Society for Human Resource Manage- Command-Iraq on June 10, 2007. ment and an Associate of the Dominican Sisters of Adrian. She holds During this final command, he a Doctor of Ministry degree from St. Mary’s Seminary and University, oversaw the generation and train- Baltimore. Her doctoral project was on lay ecclesial ministry. She has a ing of the Iraqi Security Forces. Master of Arts degree in Counseling Psychology from the Adler School Previously, he was the Command- of Professional Psychology and a B.A. in Social Science with a second- ing General of I Corps at Ft. Lewis ary teaching certificate from Michigan State University. The Human and the Deputy Commanding General for Transformation, US Army Resources Certification Institute of the Society for Human Resource Training and Doctrine Command. He also served as the Command- Management certifies Ms. Fowler as a Senior Professional in Human ing General of the 25th Infantry Division. Lt. Gen. Dubik has held Resources. Ms. Fowler currently teaches, conducts workshops and numerous leadership and command positions with airborne, ranger, consults on areas of Church management, best practices in Church light and mechanized infantry units around the world. He was com- human resources, leadership development, new pastor workshops and missioned a second lieutenant of infantry from Gannon University a variety of parish and diocesan administration issues. as a Distinguished Military Graduate in 1971, and he retired from service on September 1, 2008. He is a frequent writer and speaker and he holds degrees from Gannon University, Johns Hopkins Uni- versity, and the US Army Command and General Staff College.

58 THE LEADERSHIP ROUNDTABLE Rev. Michael Garanzini, S.J. has on Foreign Relations. He serves on the Board of the Arms Control served as the 23rd president of Association, the Global Development Committee and the Indepen- Loyola University Chicago since dent Sector. He was named a MacArthur Fellow in 1984 and is the June 2001. A seasoned university recipient of over thirty honorary degrees from American colleges administrator, tenured profes- and universities. Publications include: “The Moral Measurement of sor, author, and scholar, Father War: A Tradition of Continuity and Change”; Military Intervention and Garanzini has spent the majority National Sovereignty”; “Catholicism and Democracy”; “Social Values of his career working in higher and Public Policy: A Contribution from a Religious Tradition”; and education. In June 2011, Father “The Moral Dimension in the Use of Force”. Garanzini was appointed by Adolfo Nicolás, S.J., the superior general Susan King is secretary of the of the Society of Jesus, to serve as the Secretary for Higher Educa- Leadership Roundtable board of tion for the Society of Jesus. In this new role, which officially began directors, dean of the University on September 1, 2011 and is in addition to his continued service as of North Carolina at Chapel Hill president and CEO of Loyola, Father Garanzini assists the Father School of Journalism and Mass General on a part-time basis, coordinating and championing Jesuit Communication, and John Thom- higher-education issues around the world. Father Garanzini’s solid as Kerr Distinguished Professor. academic credentials combine with a rare blend of experience in Prior to joining UNC, Ms. King was teaching, research, service, and administrative leadership at some vice president for external affairs of the nation’s leading Jesuit institutions of higher learning, including for Carnegie Corporation of New Georgetown, Fordham, Saint Louis, and Rockhurst universities, as York. She worked for nearly five well as Gregorian University in Rome. A St. Louis native, Father years in the US Department of Labor as the assistant secretary for Garanzini received his BA in psychology from Saint Louis University public affairs and as the executive director of the Family and Medical in 1971, the same year he entered the Society of Jesus. Father Leave Commission. Her journalism career included stints with ABC, Garanzini serves on the following boards of trustees: the Associa- CBS and NBC. Ms. King was also an independent journalist reporting tion of Catholic Colleges and Universities (ACCU); the Federation of for CNN and ABC Radio News. She was a local television news an- Independent Illinois Colleges and Universities; the Archdiocese of chor at stations in Buffalo, NY, and Washington, DC. She has hosted Chicago, Board of Catholic Schools; the Flannery O’Connor-Anda- the “Diane Rehm Show” and “Talk of the Nation” for NPR. Ms. King lusia Foundation; and LIFT-Chicago. He serves on investment com- holds degrees from Marymount College and Fairfield University. mittees for the ACCU, the Society of Jesus, and other organizations, and he is chairman of the Cuneo Scholarship Foundation. Active in Most Rev. Joseph Kurtz was community service, Father Garanzini is known for his work on behalf born in Mahanoy City, Pennsylva- of children and families. He is a frequent speaker and has published nia in 1946, Archbishop Joseph many books and articles on issues suchas child and family therapy, Edward Kurtz earned bachelor moral development, and Catholic education. (1968) and master of divinity (1972) degrees from St. Charles Rev. J. Bryan Hehir is the Parker Borromeo Seminary in Philadelphia Gilbert Montgomery Professor of and a master’s degree in social the Practice of Religion and Public work (1976) from the Marywood Life at the Kennedy School of School of Social Work in Scranton, Government at Harvard Univer- Pennsylvania. Archdiocese Kurtz sity. He is also the Secretary for was ordained to the priesthood for the Diocese of Allentown in 1972 Health and Social Services for the and served 27 years in various roles within the Diocese, including as Archdiocese of Boston. Prior to a social worker, Catholic Charities director, pastor, and teacher on the assuming these positions Father high school, college, and seminary levels. In 1999 Archbishop Kurtz Hehir served as President and was appointed Bishop of Knoxville, Tennessee and in 2007, Arch- CEO of Catholic Charities USA, bishop of Louisville, Kentucky. Elected President of the United States the national network of Charities in the United States, from 2001 Conference of Catholic Bishops in 2013, Archbishop Kurtz serves on through 2003. From 1973-1992 he served on the staff of the U.S. the executive and administrative committee of that body. He is the Catholic Conference of Bishops in Washington, D.C., addressing is- vice chancellor of the board of the Catholic Extension Society, and he sues of both foreign and domestic policy for the church in the United serves on the Board of Trustees of the Catholic University of America States. From 1984-1992, he served on the faculty at Georgetown and on the Board of Directors of the National Catholic Bioethics Center University in the School of Foreign Service and the Kennedy Institute and St. Charles Seminary in Philadelphia. He serves on the Advisory of Ethics. In 1993 he joined the faculty of the Harvard Divinity School Board to the Cause for Archbishop Fulton Sheen’s beatification. In as Professor of the Practice in Religion and Society. From 1998-2001 February of 2014, Pope Francis appointed Archbishop Kurtz to the he served as Interim Dean and Dean of the Divinity School. Father Holy See’s Congregation for the Oriental Churches. Hehir took his A.B. and Master of Divinity degrees at St. John’s Seminary and his Doctor of Theology at Harvard Divinity School. His research and writing focus on issues of ethics and foreign policy, Catholic social ethics and the role of religion in world politics and in American society. He is a member of the American Academy of Arts and Sciences, the American Philosophical Society and the Council

2014 ANNUAL MEETING SPEAKER, PANELIST, AND PRESENTER BIOGRAPHIES 59 Elizabeth McCaul provides a broad ance mechanism to ensure that all Catholic dioceses complied with range of financial and regulatory advi- civil laws and internal policies relative to the prevention, reporting sory services to clients in the United and response to the sexual abuse of minors. She coordinated a States and Europe, including assis- major research study into the nature and scope of theproblem of tance with matters related to safety sexual abuse in the Catholic Church and has published and lectured and soundness, risk management, frequently on the issue of sexual abuse of minors in youth-serving corporate governance, and capital organizations. Dr. McChesney has served on several non-profit markets. Elizabeth joined Promontory boards including the National Children’s Alliance, the International after serving as the Superintendent Association of Chiefs of Police, the Safety Advisory Board of the of Banks of the State of New York, Boys and Girls Clubs – USA, the Foundation of Former Special where she was responsible for super- Agents of the FBI, the National Leadership Roundtable, the Federal vision of some of the world’s largest institutions and most of the Executive Boards of Chicago, Los Angeles and Portland, and the foreign banks operating in the United States, as well as community Villanova Center for the Study of Church Management. She is the banks, mortgage companies, and the overseas banking activities of recipient of several prestigious awards including the President’s investment banks and insurance companies. All told, she oversaw Award for Distinguished Public Service, the Lifetime Achievement financial institutions representing $2 trillion in assets. She is well Award of the National Center for Women in Policing and an honor- recognized for her safety and soundness and risk management ary Ph.D. from Anna Maria College. Dr. McChesney is the co- credentials. As Superintendent, she introduced capital markets spe- author/co-editor of two books: Sexual Abuse in the Catholic Church: cialists to the examination teams, established targeted hedge fund A Decade of Crisis (2012); and Pick Up Your Own Brass: Leadership reviews, opened a Tokyo office, and helped banks and securities the FBI Way (2010). firms comply with the Sarbanes-Oxley Act and the USA PATRIOT Act. In her early days as Superintendent, Elizabeth directed a $22 Dominic Perri is a principal of billion banker’s bank, following its liquidity problems. After the 9/11 the Essential Conversations attacks, she worked with banks, securities firms, and the Federal Group, a management consult- Reserve to get the U.S. markets reopened and functioning properly. ing firm based in Chicago. In She subsequently worked with federal regulators and top law this role, he provides facilitation, enforcement officials to create mechanisms to help guard against leadership development, training the use of the U.S. banking system for financial terrorism. Elizabeth and consultation to organizations served as the Chairman of the Conference of State Bank Supervi- throughout the United States sors and as a member of the Federal Financial Institutions Examina- and Canada. Dominic has led tion Council (FFIEC). She was an instructor on corporate governance strategic planning and re-structur- at the Financial Stability institute at the Bank for International Settle- ing processes for corporations, ments. She also worked as an investment banker at Goldman Sachs universities, government agencies and nonprofits. Dominic is also a from 1985 to 1995. Elizabeth earned a Bachelor of Arts at Boston dynamic presenter who has created and delivered leadership train- University and received a scholarship from the German government ing programs across the U.S. Among the topics he addresses are to the Common Market Program at the Institute of European Stud- managing people of different generations in the workplace, using ies, University of Freiburg, Germany. social media to improve performance and increasing collaboration and teamwork. Dominic also has extensive experience in the field of Kathleen McChesney has held survey research, developing and analyzing surveys and focus groups unique leadership positions in at two university research centers. He has worked as a researcher the Federal Bureau of Investiga- at both the Survey Research Center at the University of Maryland- tion, the United States Catholic College Park and the Center for Applied Research in the Apostolate Bishops’ Conference and The (CARA) at Georgetown University in Washington, DC. Dominic is a Walt Disney Company before member of the board of directors of the Organization Development establishing Kinsale Manage- Network of Chicago. Other professional memberships include the ment Consulting. She served in Academy of Management and the Association of Consultants to many leadership positions in the Nonprofits. Dominic holds a B.S. in Physics from the Catholic Uni- FBI, heading its field offices in versity of America, with minors in both religion and philosophy. He Chicago, Illinois and Portland, also has an M.A. in Sociology and an M.A. in Economics from the Oregon and the FBI’s International Training Academy, before being University of Maryland, College Park. Dominic lives with his wife appointed as an Executive Assistant Director - the Bureau’s third Patricia and their two daughters in Forest Park, IL. highest position. As a detective with the King County Police in Se- attle, Washington, she specialized in the investigation of homicide and sex abuse cases, and as an FBI Special Agent she directed investigations in the areas of organized crime, public corruption and terrorism. Dr. McChesney was selected by the United States Catholic Bishops’ Conference to establish and lead a national office for child protection. She developed and oversaw a national compli-

60 THE LEADERSHIP ROUNDTABLE Brian Reynolds is the Chancellor His Eminence Donald Cardinal and Chief Administrative Officer for Wuerl is the Archbishop of Washing- the Archdiocese of Louisville. In this ton and was elevated to the College position he coordinates the planning, of Cardinals in 2010 by Pope Emeritus personnel and administrative functions Benedict XVI. He participated in the for the archdiocese serving 111 par- March 2013 conclave that elected ishes. Besides his work as a diocesan Pope Francis. He serves on numer- administrator, Dr. Reynolds has served ous national and international bodies as a consultant, trainer and author including the Vatican Congregations in church ministry for more than 30 for the Doctrine of the Faith, Bishops, years. Over the years he has worked and the Clergy as well as the Pon- with more than 100 Catholic dioceses in the United States, Canada and tifical Councils for Culture and for Promoting Christian Unity. He was Ireland. In addition, he has served on the adjunct faculty of several col- the Relator General for the October 2012 Vatican Synod on the New leges and universities where he has taught courses on leadership, minis- Evangelization for the Transmission of the Christian Faith. Cardinal Wuerl try, stewardship and ethics. He is the author and co-author of five books is known for his teaching ministry and is the author of numerous articles and more than 40 articles on church ministry, adolescence, and religious and books, including the best-selling catechisms, The Teaching of Christ education. Dr. Reynolds presently serves on a number of boards locally and The Catholic Way. His recent books include, Seek First the Kingdom and nationally including: Board of Trustees, Spalding University; Catholic (2012), New Evangelization: Passing on the Catholic Faith Today (January Youth Foundation - USA; and the Center for Interfaith Relations. He is the 2013), and The Light Is On For You (February 2014). The Cardinal was recipient of several national awards including: Vision Award from the Na- born in Pittsburgh, Pennsylvania, and received graduate degrees from tional Association of Church Personnel Administrators; the Yves Congar The Catholic University of America, the Gregorian University in Rome Award from the Conference of Pastoral Planning; the Spirit Award from and a doctorate in theology from the University of Saint Thomas in the National Association for Lay Ministry; and the National Catholic Youth Rome. He was ordained to the priesthood on December 17, 1966, and Ministry Award. He earned a Bachelors Degree from Fairfield University, ordained a bishop by Pope John Paul II in 1986 and served successively a Masters Degree from Fordham University and a Doctorate in Leader- as Auxiliary Bishop in Seattle, Bishop of Pittsburgh and Archbishop of ship Education from Spalding University. He has been married to his Washington. His titular church in Rome is Saint Peter in Chains. wife, Catherine, for 33 years and they have two young adult children.

Kerry Robinson is the executive director of the Leadership Round- table. She is a member of the Raskob Foundation for Catholic Activities and Foundations and Donors Interested in Catholic Activities (FADICA). She has served as a trustee for several organizations, including the Educa- tion for Parish Service Foundation, the Gregorian University Foundation, the National Catholic AIDS Network, the Institute for Religious Education and Pastoral Ministry at Boston College, the Center of Applied Research in the Apostolate, the Center for the Study of Church Management at Villanova University, Busted Halo, America magazine, the National Pastoral Life Center, the Catholic Campaign for Human Development, and Jesuit Volunteer Corps. Ms. Robinson served as the director of development for Saint Thomas More Catholic Chapel & Center at Yale University where she led a successful multi-million dollar fundraising drive to expand and endow the Chapel’s intellectual and spiritual ministry and to construct a Catholic student center. She holds degrees from Georgetown University and Yale Divinity School.

2014 ANNUAL MEETING SPEAKER, PANELIST, AND PRESENTER BIOGRAPHIES 61 62 THE LEADERSHIP ROUNDTABLE National Leadership Roundtable on Church Management 2014 Annual Meeting The Standard for Excellence: BEST PRACTICES FOR A MISSION DRIVEN CHURCH Loyola University Chicago | Lake Shore Campus | June 24-26, 2014 www.TheLeadershipRoundtable.org/AnnualMeeting

Appendix 2 2014 ANNUAL MEETING PARTICIPANTS

Sr. Barbara Austin, O.S.B. is director of the school of lectio at St. Joseph’s Angelo Collins, OP is associate dean of the School of Education and Monastery and a spiritual director at St. Benedict, Tulsa, OK. Counseling Psychology at Santa Clara University. Thomas Baker is publisher of Commonweal Magazine. Dennis Corcorn is the pastoral associate of Christ the King Parish in Randolph, NJ. Most Rev. John Barres is bishop of the Diocese of Allentown. Mary Cornwell is a 2012-2013 ESTEEM Alumni and will be a graduate David Barringer is CEO of the Society of St. Vincent de Paul National student at the University of South Carolina. Council. Douglas Culp is Secretary for Pastoral Life and CAO of the Diocese Rev. Efrain Bautista is pastor of St. Francis of Assisi in Vista, CA. of Lexington. Bro. Paul Bednarczyk, CSC, is executive director of the National Religious Barbara Anne Cusack is chancellor of the Archdiocese of Milwaukee. Vocation Conference Carlos De La Rosa is program officer of Porticus North America. Rev. John Belmonte, S.J., is superintendent of Catholic Schools in the Diocese of Joliet. John Deinhart is director of stewardship and strategic planning for the Diocese of Knoxville. Rev. Robert Beloin is chaplain of Saint Thomas More Catholic Chapel & Center at Yale University. Peter Denio is coordinator of Catholic Standards for Excellence at The Leadership Roundtable. Mark Bersano is coordinator of Parish Leadership and Management Programs at the Loyola University Chicago Institute of Pastoral Studies. Katie Diller is director of student outreach at St. John Catholic Student Center, Michigan State University. Betsy Bliss is managing director for JP Morgan and a trustee of the National Leadership Roundtable on Church Management. Rev. Frank Donio, S.A.C. is director of Catholic Apostolate Center. Very Rev. David Boettner is vicar general of the Diocese of Knoxville. Ms. Elizabeth Donnelly is a trustee of the Mary J. Donnelly Foundation. Geoffrey T. Boisi is founding chairman of the National Leadership Rev. Joseph Donnelly is pastor of Sacred Heart Parish, Southbury, CT. Roundtable on Church Management as well as chairman and CEO Rev. Msgr. Larry Droll is vicar general of the Diocese of San Angelo. of Roundtable Investment Partners LLC Jim Dubik is chairman of the Leadership Roundtable and Lt. Gen. (Ret.) Alexander Boucher is project administrator of CatholicPastor.org and of the US Army. program & operations manager of the Catholic Apostolate Center. John Eriksen is special projects director for the Leadership Roundtable. Michael Brough is director of strategic engagement at The Leadership Roundtable. Geno Fernandez is Head of Strategic Execution for Zurich Insurance in North America and a trustee of the National Leadership Roundtable E. Jane Brown is CFO of the Catholic Academy of Sussex County. on Church Management. Richard Burke is president of Catholic School Management, Inc. Fred Fosnacht is president and founder of MyCatholicVoice. Paul Butler is founder and president of GlobalEdg LLC Carol Fowler is former director of the department of personnel services William Canny is the COO of the Papal Foundation. for the Archdiocese of Chicago and a former trustee of the National Leadership Roundtable on Church Management. Samuel Casey Carter is executive director of Faith in the Future. Michael Galligan-Stierle is president and CEO of the Association of Kevin Carton is former senior practice partner of Pwc and a trustee of Catholic Colleges and Universities. the National Leadership Roundtable on Church Management. Rev. Michael J. Garanzini, SJ, is president of Loyola University Chicago. Jim Ceplecha is managing director of the Retirement Services Division of Christian Brothers Services. Thomas Gordon is chief operating officer of Catholic Extension.

2014 ANNUAL MEETING PARTICIPANTS 63 Thomas Healey is partner at Healey Development and treasurer of the Charlie Moore is president of Coleridge, Frost & Associates and a trustee National Leadership Roundtable on Church Management. of the National Leadership Roundtable on Church Management. Rev. J. Bryan Hehir is secretary for social services for the Archdiocese of Glenn D. Mueller is chairman of Catholic Textbook Project. Boston and a trustee of the National Leadership Roundtable on Church Management. Stacey Noem is Director of Human and Spiritual Formation in the Master of Divinity Program at the University of Notre Dame. Steve Johnson is a program director for Santa Clara University. William O’Connell is President of O’Connell & Associates at Ameriprise Alexia K. Kelley is president of Foundations and Donors Interested in Financial Catholic Activities (FADICA). Michael J. O’Loughlin is communications manager at The Leadership Victoria Reggie Kennedy is a trustee of the National Leadership Roundtable. Roundtable on Church Management. Nicole Perone is a Master of Divinity student at Yale Divinity School, Rev. Kevin Kenndy is an adjunct professor at Catholic University and alumnae of the ESTEEM program at Yale. and pastor of Saint Ambrose Parish in Cheverly, MD. Dominic Perri is program manager of the Leadership Roundtable’s Kevin Kiley is director of Strategy and Financial Planning for the Catholic Leadership 360 program. Archdiocese of Boston. Peter Persuitti is the managing director of the Religious and Nonprofit Michael King is a professor at Wake Technical Community College. Practice at Arthur J. Gallagher & Co. Susan King is dean at the UNC-Chapel Hill School of Journalism and Brian Reynolds is chancellor and CAO of the Archdiocese of Louisville. Mass Communication, and secretary of the National Leadership Roundtable on Church Management. Kerry A. Robinson is executive director of The Leadership Roundtable. Rev. Mike Knotek is executive secretary of the Priests’ Place Board Charles Rotunno is the executive vice president of the Raskob for the Archdiocese of Chicago. Foundation. Ginny Koehler is the manager of finance and operations at Catholic Joseph Sankovich is owner of Joseph B. Sankovich & Associates. Leadership Institute. Brian Schmisek is director of the Institute of Pastoral Studies at Loyola Nancy Koons is executive director of Catholic Charities of the Texas University Chicago. Panhandle in Amarillo, Texas. Robert Seelig is the CEO of Catholic Management Services. Most Rev. Joseph Kurtz is president of the United States Conference of Sam Stanton is the executive director of Maryknoll Lay Missioners. Catholic Bishops and archbishop of the Archdiocese of Louisville. John Strazanac is the Parish Administrator at St. Patrick-St. Anthony Mary Lavin is director of Major Gifts/Development for the Archdiocese Parish, Grand Haven, MI. for the Military Services, USA Mark Teresi is Project Director for the National Fund for Catholic Religious James Lindsay is executive director of Catholic Volunteer Network. Vocations (NRVC). Jim Long is comptroller of the Diocese of Hamilton. Keith Tharp is the Director of Administration for St. Thomas Aquinas Jim Lundholm-Eades is director of services and planning at The Parish and School and St. John Church and Student Center, Lansing Leadership Roundtable. Diocese Rev. Paul Magnano is pastor of Christ Our Hope Catholic Church, Rev. Donald Thimm is pastor of Holy Apostles Catholic Church in New Seattle, WA. Berlin, WI. Patrick Markey is executive director of the Diocesan Fiscal Management Jeff Trumps is chief financial officer of the Diocese of Lafayette Conference (DFMC). Louisiana. Sr. Mary Charles Mayer is associate chancellor for Pastoral Services of Michael Vollmer is director of risk management for the Christian Brothers the Diocese of Knoxville. Services. Rev. Jeffrey von Arx, SJ, is president of Fairfield University. Elizabeth McCaul is a partner at Promontory Financial Group and partner- Rev. John J. Wall is president of Catholic Extension and a trutee of the in-charge of the New York office. National Leadership Roundtable on Church Management. Kathleen McChesney is CEO of Kinsale Management Consulting and W. Brian Walsh is president of Faith Direct. is a former trustee of the National Leadership Roundtable on Church Management. Carol Walters is director of the Office for Lay Ecclesial Ministry in the Archdiocese of Chicago. Patrick McClain is office manager at The Leadership Roundtable. Most Rev. Donald Wuerl is the archbishop of the Archdiocese of Mary McGinnity is executive director of The Ignatian Volunteer Corps. Washington. Kevin McGowan is the chief financial officer for Catholic Extension. Katie McKenna is development and communications officer for The Leadership Roundtable. Rev. J. Donald Monan, SJ, is the chancellor of Boston College and is vice-chair of the National Leadership Roundtable on Church Management.

64 THE LEADERSHIP ROUNDTABLE National Leadership Roundtable on Church Management 2014 Annual Meeting The Standard for Excellence: BEST PRACTICES FOR A MISSION DRIVEN CHURCH Loyola University Chicago | Lake Shore Campus | June 24-26, 2014 www.TheLeadershipRoundtable.org/AnnualMeeting

Appendix 3 LEADERSHIP ROUNDTABLE MEMBERSHIP COUNCIL

Richard A. Abdoo is president of R.A. Abdoo & Company, LLC. Richard J. Burke is president and senior executive consultant of Catholic School Management, Inc. Joseph Amaturo is president of the Amaturo Family Foundation. Jane Burke O’Connell is president of the Altman Foundation. Robert M. Amen is chairman and CEO of International Flavors and Fragrances, Inc. Francis Butler is founder of Drexel Philanthropic Advisors, president emeritus of FADICA, and a former trustee of the Harold Attridge is professor and former dean of the Yale Divinity National Leadership Roundtable on Church Management. School. Rev. William J. Byron, SJ, is professor of business and William F. Baker is president emeritus of Thirteen WNET. society at St. Joseph’s University. Rev. John P. Beal is professor in the School of Canon Law at Nicholas P. Cafardi is dean emeritus and professor of law at the Catholic University of America and a former trustee of Duquesne University Law School. the National Leadership Roundtable on Church Management. Lisa Cahill is professor of theology at Boston College. Rev. Robert L. Beloin is the chaplain of Saint Thomas More Catholic Chapel & Center at Yale University. Guido Calabresi is Sterling Professor of Law emeritus and former dean of the Yale Law School, and a judge on the Marilyn Blanchette is president of L’Etoile Development Services. U.S. Court of Appeals, Second Circuit. Betsy Bliss is managing director for JP Morgan and a trustee John Caron is retired president of Caron International. of the National Leadership Roundtable on Church Management. Kevin Carton is former senior practice partner at PwC and a trustee of the National Leadership Roundtable on Church Geoffrey T. Boisi is chairman and chief executive officer of Management. Roundtable Investment Partners, LLC, and founding chair of the National Leadership Roundtable on Church Management. B.J. Cassin is chairman and president of the Cassin Educational Initiative Foundation and a trustee of the Joseph J. Bonocore is chairman and CEO of Impresa National Leadership Roundtable on Church Management. Technologies. Anthony J. Cernera is former president of Sacred Kurt Borowsky is chairman of Van Beuren Management Heart University. and chairman of the Seton Hall University Board of Regents. Arturo Chavez is president and CEO of the Mexican Mary M. Brabeck is dean of the Steinhardt School of American Catholic College, Inc. Culture, Education, and Human Development at New York University and a former trustee of the National Leadership Denis Cheesebrow is the president and founder of Roundtable on Church Management. Teamworks International. Anthony Brenninkmeyer is former CEO of American Retail Charles Clough is chair and CEO of Clough Capital Partners. Group, a trustee of FADICA, and a former trustee of the Michael D. Connelly is president and CEO of Catholic National Leadership Roundtable on Church Management. Healthcare Partners in Cincinnati, OH. Hans Brenninkmeyer is a trustee of the National Leadership John M. Connors, Jr. is chairman and CEO of Hill, Holiday, Roundtable on Church Management. Connor, and Cosmopulos. E. Jane Brown is a chief financial officer of Catholic Michael Cote is CEO of SecureWorks. Academies of Sussex County. Mary Cunningham Agee is president and founder of the Kathleen Buechel is retired president of Alcoa Foundation Nurturing Network. and senior lecturer at the University of Pittsburgh’s Graduate School of Public and International Affairs. John P. Curran is a trustee of the John P. and Constance A. Curran Charitable Foundation. Anne Burke is a justice on the Illinois Supreme Court.

LEADERSHIP ROUNDTABLE MEMBERSHIP COUNCIL 65 Barbara Anne Cusack is chancellor of the Archdiocese of Charles Geschke is chairman of the board of Adobe Systems, Milwaukee. Inc. and a trustee of the National Leadership Roundtable on Church Management. Rev. Anthony Cutcher is president of the National Federation of Priests’ Councils (NFPC). Susan Gianinno is chair and CEO of Publicis USA. James Davidson is professor of sociology at Purdue University. Frederick W. Gluck is former managing director of McKinsey & Co. Inc. and a trustee of the National Leadership John DeGioia is president of Georgetown University. Roundtable on Church Management. Daniel Denihan is principal of Denihan Capital and a trustee Sr. Doris Gottemoeller, RSM, is senior vice-president, mission of the National Leadership Roundtable on Church values integration, for Catholic Healthcare Partners. Management.

Sr. Katherine Gray, CSJ is director of Mission Integration and John DiJulio is a professor of law of the University of Ongoing Formation of Christ Cathedral in Oakland, CA. Pennsylvania. Thomas Groome is chair of Boston College School of Rev. Edmund J. Dobbin is president emeritus of Villanova Theology and Ministry. University. Mary Ann Gubish is the former director of the department Edward Dolejsi is executive director of the California for envisioning ministry for the Diocese of Pittsburgh. Conference of Catholic Bishops. Michael J. Guerra is president emeritus of the National Elizabeth Donnelly is a trustee of the Mary J. Donnelly Catholic Education Association. Foundation. Ken Hackett is former president and executive director of Charles Dougherty is president of Duquesne University. Catholic Relief Services and the current United States Sr. Karin Dufault, SP, is general superior of the Sisters of Ambassador to the Vatican. Providence International. Patrick T. Harker is president of the University of Delaware James Dubik is Lt. Gen. (Ret.), United States Army and and a former trustee of the National Leadership chairman of the National Leadership Roundtable on Roundtable on Church Management.

Church Management. Alice B. Hayes is former president of the University of San Diego. Rev. Robert D. Duggan is a researcher at the Catholic Thomas Healey is partner at Healey Development and University of America. treasurer of the National Leadership Roundtable on Cynthia Lee Egan is president of retirement plans at Church Management. T. Rowe Price. Christine Healey is executive director of the Healey Elizabeth Eisenstein is a member of the Amaturo Family Educational Foundation. Foundation and a member of FADICA. Rev. J. Bryan Hehir is secretary for social services for the Sr. Janet Eisner, SND, is president of Emmanuel College. Archdiocese of Boston and a trustee of the National Marilou Eldred is the President of the Catholic Community Leadership Roundtable on Church Management. Foundation. James Higgins is senior advisor for Morgan Stanley. Sr. Sharon Euart, RSM, is executive director of the Resource Rev. Michael Higgins, CP, is director of the development Center for Religious Institutes (RCRI). office for Holy Cross Province Geno Fernandez is executive vice president of Zurich North Rev. Dennis Holtschneider, CM, is president of DePaul America and a trustee of the National Leadership Roundtable University. on Church Management. Lori Hricik is director of The Depository Trust and Clearing Joseph F. Finn is a partner of Finn, Warnke & Gayton. Corporation Peter M. Flynn is chief financial officer for the Diocese of Rev. John Hurley, CSP, is a consultant for New Evangelization Fort Worth. Strategies. Carol Fowler is former director of the department of Frank J. Ingrassia is former managing director at Goldman, personnel services for the Archdiocese of Chicago and a Sachs & Company. former trustee of the National Leadership Roundtable on Rev. Msgr. Thomas P. Ivory is pastor emeritus of the Church Church Management. of the Presentation in Upper Saddle River, NJ. Zeni Fox is professor at Seton Hall University. Marti Jewell is former director of the Emerging Models of Norman Francis is president of Xavier University of Louisiana Pastoral Leadership Project. in New Orleans, and a trustee of the National Leadership Sr. Mary Johnson, SND, is professor of sociology and religious Roundtable on Church Management. studies at Trinity Washington University.

William P. Frank is senior partner at the law firm Skadden, Br. Thomas Johnson, FSC, is vicar general of the Institute of Arps, Meagher & Flom LLP. the Brothers of the Christian Schools. Michael Galligan–Stierle is president and CEO of the Thomas Johnson is chairman and CEO of Greenpoint Association of Catholic Colleges and Universities. Financial Corp. Rev. Michael J. Garanzini, SJ, is president of Loyola University Sr. Carol Keehan, DC, is president and CEO of the Catholic Chicago. Health Association and a former trustee of the National Robert Gasser is CEO of Investment Technology Group and a Leadership Roundtable on Church Management. trustee of the National Leadership Roundtable on Church Management.

66 THE LEADERSHIP ROUNDTABLE Joseph Kelsch is director of business development for Carol Ann Mooney is president of St. Mary’s College in International Capital Group, LLC. South Bend, IN. Victoria Reggie Kennedy is a trustee of the National Charles Moore is president of Coleridge, Frost, & Associates Leadership Roundtable on Church Management. and trustee of the National Leadership Roundtable on Church Management. Rev. J. Cletus Kiley is director for immigration policy for UNITE HERE. Mary Jo Moran is executive director of the National Association of Church Personnel Administrators (NACPA). Susan King is dean of the UNC-Chapel Hill School of Journalism and Mass Communication, and secretary of the R. Michael Murray, Jr. is a member of the advisory committee National Leadership Roundtable on Church Management. for McKinsey & Company, Inc. Catherine R. Kinney is former president and co-chief of Michael Naughton is director of the John A. Ryan Institute operations of the New York Stock Exchange. for Catholic Social Thought at the University of St. Thomas. Dolores Leckey is senior fellow at Woodstock Theological Joan Neal is Organizational Development Consultant at Center and advisor to the U.S. Conference of Catholic Bishops. JF Neal Consulting James T. Lenehan is a former executive with Johnson Rev. Robert Niehoff, SJ, is president of John Carroll University. and Johnson. John T. Noonan is a judge in the U.S. Court of Appeals for Rev. Paul Lininger, OFM Conv., is former executive director of the Ninth Circuit. the Conference of Major Superiors of Men. Margaret O’Brien Steinfels is co-director of the Fordham T. Michael Long is a partner at Brown Brothers Harriman. Center on Religion and Culture at Fordham University.

Mary E. Lyons is president of the University of San Diego. Ralph A. O’Connell is provost of New York Medical College and the dean of the School of Medicine. Michael Madden is principle partner at BlackEagle Partners, LLC. William O’Connell is a financial life planner at Ameriprise Financial. Rev. Msgr. James T. Mahoney is vicar general of the Diocese of Paterson. John J. O’Connor is CEO of JH Whitney Investment Management, LLC. Kathleen Mahoney is former president of Porticus North America Foundation. Leon Panetta is former secretary of defense and a former trustee of the National Leadership Roundtable on Church Management. Rev. Edward A. Malloy, CSC, is president emeritus of the University of Notre Dame and a former trustee of the Mario Paredes is presidential liaison, Roman Catholic Ministries of National Leadership Roundtable on Church Management. American Bible Society. Josephine C. Mandeville is president of the Connelly Foundation. Sr. Catherine M. Patten, RSHM, is former coordinator for the Catholic Common Ground Initiative. Alfred Martinelli is former chairman of the Buckeye Pipeline Company. Jane C. Pfeiffer is chairwoman of RCA Videodisc. John H. McCarthy is senior fellow at the Hauser Center at Roger Playwin is the former national executive director of Harvard University. the Society of St. Vincent de Paul. Margaret W. McCarty is executive director of the Christian Ronald F. Poe is president of RFP. Brothers Conference. R. Robert Popeo is chairman of Mintz, Levin, Cohn, Ferris, Elizabeth McCaul is a partner at Promontory Financial Glovsky & Popeo, PC. Group and partner-in-charge of the New York office. James Post is past president and co-founder of Voice of the Faithful. Kathleen McChesney is CEO of Kinsale Management Richard Powers, III is a trustee of the National Leadership Consulting and is a former trustee of the National Roundtable on Church Management. Leadership Roundtable on Church Management. Rev. Thomas Reese, SJ, is a senior analyst for National Owen McGovern is president of Catholic Solutions. Catholic Reporter.

Patrick McGrory is chair of the Raskob Foundation for Paul Reilly is CEO of Raymond James and a trustee of the Catholic Activities. National Leadership Roundtable on Church Management. Anne McNulty is a private investor. Sr. Terry Rickard, OP, is director of RENEW International. Rev. Joseph M. McShane is president of Fordham University. Kerry A. Robinson is executive director of the National Charles Millard is director of the Pension Benefit Leadership Roundtable on Church Management. Guaranty Company. Gerard R. Roche is senior chairman of Heidrick & Struggles. Sr. Patricia Mitchell, SFCC, is executive director of Silicon Darla Romfo is president of Children’s Scholarship Fund Valley FACES. and a trustee of the National Leadership Roundtable on Rev. J. Donald Monan, SJ, is the chancellor of Boston Church Management. College and is vice-chair of the National Leadership Cynthia Rowland is a partner of Coblentz, Patch, Duffy & Bass, LLP. Roundtable on Church Management. Joseph Roxe is chairman of Bay Holdings, LLC. Michael Montelongo is senior vice-president of strategic marketing for SODEXHO, Inc. Frederic V. Salerno is former vice chairman of Verizon. Paul M. Montrone is chairman and CEO of Fisher Scientific Michael Schafer is the executive director of the Catholic International, Inc. Finance Corporation.

LEADERSHIP ROUNDTABLE MEMBERSHIP COUNCIL 67 Br. Robert Schieler, FSC, is general council of the De La Dominic Tarantino is retired chairman of PriceWaterhouseCoopers, Salle Christian Brothers. LLP. Sr. Katarina Schuth, OSF, holds the endowed chair for the Anthony Tersigni is president and CEO of Ascension Health. social scientific study of religion at St. Paul Seminary. Thomas Tierney is chairman and founder of the Bridgespan Group. John Sexton is president of New York University. Rev. Richard Vega is former president of the National Rev. Msgr. Robert T. Sheeran is former president of Seton Federation of Priests’ Councils. Hall University. Edmond Villani is vice chairman of Deutsche Asset Management. Marianne D. Short is a partner with Dorsey and Fay Vincent is former commissioner of Major League Baseball. Whitney, LLP. Rev. Jeffrey P. Von Arx, SJ, is president of Fairfield University. Rev. John Sivalon, MM, is former superior general of Maryknoll Fathers and Brothers. Rev. John J. Wall is president of Catholic Extension and a trustee of the National Leadership Roundtable on Church Ann G. Skeet is executive director of the American Leadership Management. Forum – Silicon Valley. Don C. Watters is a former director of McKinsey & Company. Rev. Thomas H. Smolich, SJ, is president emeritus of the Jesuit Conference and of the of the Conference of Major Superiors John A. Werwaiss is CEO of Werwaiss & Co., Inc. of Men, and a trustee of the National Leadership Roundtable Paul Wilkes is a writer and editor. on Church Management. Charmaine Williams is a consultant to the Diocese of Fort Worth. Rev. Larry Snyder is president of Catholic Charities USA. Sr. Susan Wolf is internet and social media strategist of Anthony Spence is director and editor in chief of Catholic Catholic Web Solutions News Service. Carolyn Woo is president and CEO of Catholic Relief Services. Rev. Msgr. John J. Strynkowski, STD, is vicar of higher Charles E. Zech is director of the Center for the education for the Diocese of Brooklyn. Study of Church Management at Villanova University. Br. Stephen Synan, FMS, is president of the Religious Brothers Conference. Richard F. Syron is former chairman and CEO of Freddie Mac and a trustee emeritus of the National Leadership Roundtable on Church Management.

68 THE LEADERSHIP ROUNDTABLE National Leadership Roundtable on Church Management 2014 Annual Meeting The Standard for Excellence: BEST PRACTICES FOR A MISSION DRIVEN CHURCH Loyola University Chicago | Lake Shore Campus | June 24-26, 2014 www.TheLeadershipRoundtable.org/AnnualMeeting

Appendix 4 THE NEW EVANGELIZATION AND “EXECUTION-ORIENTED” STRATEGIC PLANNING Larry Bossidy and John O. Barres

For years, non-profits have tried to plan for The material side will be vital as well. While busy men and women to devote substantial the future, often with little to show for their evangelization is primarily a matter of time to the tasks was both inspirational and efforts beyond dusty file cabinets stuffed individuals and groups spreading the faith, highly productive. with decades of unused mission state- carrying out these activities requires an ments, strategic plans and long-range stud- infrastructure. Schools, parishes, charitable The theory behind the process was simple: ies as accomplishing their goals has proven services and missions all must be financed; in order to carry out its missions, the painfully difficult. maintenance must be performed and Diocese needed to manage itself better. employees need to be paid. To accomplish Strategic planning, however, can be a hard Catholic institutions are no exception, but this, the Church needs to integrate the type sell in non profits. Employees often wonder they face the necessity of improving their of planning and execution that the business whether strategic planning is a euphemism operations due to economic realities. Pope world has pioneered with the missionary for cutting jobs. Accordingly, the Diocese Francis has challenged every Catholic glob- and pastoral insights that are at the heart of launched projects with specific goals and ally to engage in a New Evangelization that the Church’s identity. tactics to build on the momentum created brings the Gospel to others. A recommit- by accomplished projects. ment to prayer, the Mass, the Scriptures, To help in this process, the two of us - a Catholic teaching and following the Holy current Roman Catholic bishop and a Throughout the process, the emphasis Spirit in reaching out to inactive Catholics, retired Fortune 50 CEO - came together in was always the same: it is not enough to the poor and people in the margins will be 2010 to apply execution-oriented plan- come up with a strategic plan, you have to key to the New Evangelization. As the Pope ning to somewhat outdated and inefficient be “execution oriented”--you have to carry states in The Joy of the Gospel: “Jesus church structures. A fresh and outside out the plan or you have not accomplished can break through the dull categories business insight combined with a pasto- anything. To put this into the language of with which we could enclose him and he ral approach particular to the Diocese of Catholic spirituality, there must be a union constantly amazes us by his divine creativ- Allentown, Pennsylvania led to a strategic of prayer and action. ity. Whenever we . . . return to the source planning process involving key personnel: and . . . recover the original freshness of the diocesan priests, deacons, employees the Gospel, new avenues arise, new paths and volunteers. This two-year experience of creativity open up . . . with new meaning harnessed the expertise of many outstand- for today’s world.” ing lay Catholics. The willingness of these

THE NEW EVANGELIZATION AND “EXECUTION-ORIENTED” STRATEGIC PLANNING 69 On the material side groups focused on parish capital The Diocese still has tough work to do and difficult decisions improvements, structural engineering, real estate, pensions to make in managing its infrastructure and pursuing the New and benefits, purchasing and economies of scale, information Evangelization, but the success to date shows that execution- technology and diocesan funds management. Knitting much of oriented strategic planning can work in the this together was an emphasis on a more intentionally integrated non-profit world. and prioritized budget process and financial strategy. The groups rigorously assessed Diocesan finances and, using the substantial John O. Barres is the Bishop of the Catholic Diocese of Allentown resources they generated, implemented actions essential to placing the Diocese on a more secure financial footing. Larry Bossidy is the former CEO of Honeywell and Allied Signal and Meanwhile, the Diocese’s commission on Catholic schools and the author of Execution: The Discipline of Getting Things Done its education staff have jointly begun to accomplish what many thought was impossible-last year there was a small but real increase in enrollment after 15 years of declines.

The process has also convinced many that the Diocese deserves increased financial support. Significant unsolicited donations have been made by persons who are deeply engaged in the strategic planning process and there has been a marked increase in giving to the Diocese’s annual financial appeal.

Some of the lessons learned along the way include:

• Organizations do not execute unless the right people focus on the right details at the right time. When recruiting volunteers, match the right skill sets to the issues you are addressing.

• Set clear objectives, have the prayerful tenacity to follow through and be willing to make hard choices. Construct sharp, well-expressed goals with definite time frames. Keep things simple and understandable. Resistance and stalling are normal human reactions that need to be constructively confronted. Encourage all involved to be open-minded and objective. Debate respectfully and resolve issues openly. Recognize the value of getting buy-in but don’t mistake buy-in strategies for critical- change strategies. Move forward tenaciously but be flexible with approaches as you dig deeper into an issue.

• Report and celebrate progress. Achievement creates a momentum that generates confidence to undertake and achieve more.

70 THE LEADERSHIP ROUNDTABLE National Leadership Roundtable on Church Management 2014 Annual Meeting The Standard for Excellence: BEST PRACTICES FOR A MISSION DRIVEN CHURCH Loyola University Chicago | Lake Shore Campus | June 24-26, 2014 www.TheLeadershipRoundtable.org/AnnualMeeting

Appendix 5 LEADERSHIP ROUNDTABLE PUBLICATIONS Visit www.TheLeadershipRoundtable.org/Publications to download copies of previous publications.

A Call to Communion: Managing for Mission: Co-Responsibility for the Building Strategic Collborations Good of the Church to Strengthen the Church Topics include the new evangelization Topics include partnership, connecting and getting our feet dirty, empowering with funders, lessons from the US young people to fulfill their baptismal Army, and the end of assumed virtue calling, co-responsibility for Church for nonprofits. (2012) finances, Pope Francis and reforming the Vatican. (2013)

From Aspirations to Action: A Blueprint for Responsibility: Solutions for America’s Responding to Crises with Catholic Schools Collaborative Solutions Topics include the case for Catholic Topics include the case for transparency schools, creating a culture of excellence, and accountability in a global church, the and 94 recommendations to strengthen lessons learned from the sex abuse Catholic schools. (2011) crisis in the US, and philanthropy and accountability in uncertain economic times. (2010)

Clarity, Candor and Conviction: Managerial Excellence: Engaging Effective Communications for the Faith Community in Leadership a Global Church. in the Church Today. Topics include the future of Topics include a parish ministry communications, the growing Catholic assessment tool, best practices from Latino population in the U.S., and model parishes, and challenges and transcripts of keynote addresses from solutions in Church strategic planning. Prime Minister Tony Blair and Bishop (2008) Gerald Kicanas. (2009)

Give Us Your Best: Bringing Our Gifts to the Table: A Look at Church Service Creating Conditions for Financial for a New Generation. Health in the Church Topics include identifying the next Topics include effective diocesan generation of Church leaders and planning and the power of economies ministers, and recruiting the very best of scale in the Church. (2006) for Church service. (2007)

The Church in America: The Church in America: Leadership Roundtable 2005 - Challenges and Opportunities in A Call to Excellence in the Church Governance and Accountability (2005) for Institutions in Transition (2004)

LEADERSHIP ROUNDTABLE PUBLICATIONS 71 adership R Le ou l n a d n t o i a b t l a

N + + o n t n C e h m u ge rch Mana

ershi ad p R adership R adership R e o Le o Le ou L u l u l n l a n a d n d n t a n t o a d o i n i a t b t b a l t o a e l i a N t b e

N a l e + + + N + o o n t n t + n n +o C e C e t h m n u e h m n rc ag ur age C e h Man ch Man hu em rch Manag National Leadership Roundtable on Church Management ership ead Ro l L un a d n t o a i b t l a e

N + + o n t n C e h u em A National Symposium: Hispanicrch Ma nagLeadership

National Leadership Roundtable and Philanthropy for a 21st Century Churchon Church Management

This gathering will explore Hispanic engagement in Church ministry, philanthropy, management, and civic life.

At this symposium, we will gather philanthropists, Church leaders, business executives, educators, trustees of Catholic institutions and networks, and other key stakeholders for a highly participatory series of keynotes, workgroups, and plenary sessions. Together we will explore existing models and opportunities for growth in Hispanic leadership and philanthropy and consider how we can respond faithfully and effectively to embrace and leverage a culturally rich Catholic Church in the 21st century.

Join us! Be part of the solution. Work for the good of the Church. Thursday, June 25, 2015 Registration Opens in March 2015 at www.TheLeadershipRoundtable/AnnualMeeting

This dynamic symposium is co-sponsored by Foundations and Donors Interested in Catholic Activities (FADICA), the Mexican American Catholic College, the National Leadership Roundtable on Church Management, and the University of the Incarnate Word.

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+ + o n t n C e h National Leadership Roundtable u em rch Manag on Church Management

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