The Francis Effect and Changing Church Culture: Advancing Best Managerial and Leadership Practices June 29–30, 2016 Inn at Penn, Philadelphia, PA LEADERSHIP ROUNDTABLE 415 Michigan Ave NE, Suite 275 | Washington, DC 20017 [email protected] | 202-635-5820 leadershiproundtable.org This convening of Catholic leaders would not have been possible without the generous support of partners and sponsors. Sincere thanks to: Michael Brough and Christina Ferguson (Editors), Susan Hernandez (Event Planner), and Christine Patronick (Designer). LEADERSHIP ROUNDTABLE 2016 ANNUAL MEETING June 29–30, 2016 Inn at Penn, The Francis Effect and Changing Church Culture: Philadelphia, PA Advancing Best Managerial and Leadership Practices leadershiproundtable.org Table of Contents 3 Welcome and Opening Prayer Kerry Alys Robinson, Tom Riley 7 A Renewed Vision: Agility in a Changing Landscape Lt. Gen. (Ret) James Dubik, David Melançon, Michael O’Loughlin 23 From the Vatican to Washington, DC: a Commitment to Best Managerial Practices and Financial Accountability Geoffrey Boisi, Danny Casey, Elizabeth McCaul 45 Lessons Learned from Changing Managerial Practices and Church Culture in the Archdiocese Of Montreal Geno Fernandez, Most Rev. Thomas Dowd 59 Changing Church Culture: Institutionalizng Best Managerial and Leadership Practices in Every Parish in Every Diocese Jim Lundholm-Eades, Barbara Anne Cusack, Jim Herrel, Rev. Msgr. William Stumpf 75 Our Growing Edges: Looking to the Future Dominic Perri, Megan O’Neil, Rev. Larry Snyder 89 Best Practices Award Kerry Robinson, Lt. Gen. (Ret) James Dubik, Thomas Healey, Rev. Paul Holmes, Michael Brough 99 Summary of Learnings and Recommendations 107 Speaker Biographies 113 Participant List 115 Leadership Roundtable Council Members Table of Contents 1 2 Welcome Kerry Alys Robinson, Executive Director, Leadership Roundtable KERRY ALYS ROBINSON: reasons it matters to work on behalf of Welcome to Philadelphia. Welcome to the Church, to ensure that the Church an extraordinary opportunity to make has every resource at its disposal to care a substantive, innovative, creative, and for, account for, and carry forward its faithful contribution to the Church at the mission. What we collectively do matters, local diocesan, national, and now global and it matters deeply. Our work is not level. Thank you for being here. Thank for the faint of heart. There are no quick you for your leadership in the Church and fixes, and it doesn’t intuitively pull at in the world. Thank you for your pastoral the heartstrings. But every day that we effect and your analytical acumen. Above contribute to a change in consciousness all, thank you for your evident care of the about the importance of best managerial Church, our beloved Church, and for your practices; every week that we advance faith and your magnanimity reflected in the importance of utilizing the managerial the generosity of your time, expertise, expertise of laity; every month that financial support, inspiring witness, and we help Church leaders solve complex advocacy of the Church you want to see temporal challenges; and every year that and you know is possible, a Church that we establish positive managerial reform, is trusted, accountable, transparent, accountability, transparency, ethics, and ennobling, Christ-like, humble, powerful, excellence as constitutive of what it means Kerry Alys Robinson effective, ethical, and irresistible. to be Church, is time very well spent. One does not have to think long on the Twelve years ago, Geoff Boisi, our heartbreaking, deeply serious challenges founder, convened hundreds of leaders facing our nation and the world to realize from the Church and world in this very what an important asset the Church city. A conference entitled “Church globally is, its explicit religious mission in America,” in the aftermath of the we attest as salvific. It is the largest devastating sexual abuse crisis, was global humanitarian network in the world. designed to answer one important Its commitment to bearing witness to and deeply faithful question: How hope, to compassion, to mercy, and to can we collectively effect healing and reconciliation and justice, these are the reconciliation in the Church, restore What we collectively do matters, and it matters deeply. Our work is not for the faint of heart. There are no quick fixes. Welcome 3 How blessed we are to have the leadership of Pope Francis, who is making positive managerial reform a signature of his Pontificate. trust, solve temporal challenges, and are to have the leadership of Pope Francis, to the Church in Philadelphia, truly a create the conditions and the culture that who is making positive managerial reform sister foundation to my own family’s would allow the Church to benefit from a signature of his Pontificate. We have philanthropy, the Raskob Foundation for contemporary managerial practices and duly chosen the theme, The Francis Catholic Activities. Tom has graciously protocols of ethics and excellence? For Effect and Transforming Church agreed to lead us in prayer. His family many of the founding trustees and for me, Culture: Advancing Best Managerial has generously helped to support this returning to Philadelphia is nostalgic. and Leadership Practices. gathering today, and we are very grateful. We can appreciate how far we have come in 12 years. No longer an experiment, And now before we formally begin the we are trusted and respected by Church program, it is my pleasure to introduce leaders. These are exciting days for the a colleague in Catholic philanthropy and Roundtable, new days requiring new a friend over many years now, a local strategic commitments, new leadership, host, Vice President for Planning at the new marketing, new philanthropic Connelly Foundation, Tom Riley. The investors, new programmatic approaches, Connelly Foundation has been a model and new partnerships. How blessed we and an inspiration, a remarkable support 4 Opening Prayer Tom Riley, Vice President for Strategic Planning, Connelly Foundation TOM RILEY: Thanks, Kerry, and thank So, almost 250 years later in a gesture you for all you do for this organization. You that surely would have astonished Adams, have really been inspiring to all of us for a the Catholic Pope himself came to number of years. Thanks, everybody, here Philadelphia, and spoke to the world from too for coming to this excellent meeting - here last fall on the important topic of and welcome to Philadelphia. religious freedom. And he spoke from the very steps of Independence Hall where Philadelphia, of course, is a city rich Adams and his colleagues were arguing with history. One of the most interesting about that topic. elements of that history, I think, is the history of the Church in Philadelphia. It “Prayer,” says Pope Francis, “is the way is interesting that a lot of people think out of a closed heart and mind.” So I think of Philadelphia as a particularly Catholic it is fitting that we begin today’s meeting city, probably because of the many with Pope Francis’s prayer from the World different Catholic colleges, universities, Meeting of Families: and institutions here and the large Tom Riley Catholic population. But of course, that “God and Father of us all, in Jesus, your wasn’t always the case. At the time Son and our Savior, you have made us your of the American Revolution, Catholics sons and daughters in the family of the made up less than one percent of the Church. May your grace and love help our population of Philadelphia. families in every part of the world be united to one another in fidelity to the Gospel. In fact, it was at that time that John May the example of the Holy Family, Adams was in Philadelphia for the with the aid of your Holy Spirit, guide all Continental Congress, and he attended families, especially those most troubled, for the first time a Catholic Mass at Old to be homes of communion and prayer, St. Mary’s. This is how he described that and to always seek your truth and live in exotic experience to his wife, Abigail, your love. Through Christ our Lord. Amen. in a letter: “The music, consisting of an Jesus, Mary, and Joseph, pray for us.” organ and a choir of singers, went all the afternoon, except for sermon time, and the assembly chanted most sweetly and exquisitely. Here is everything that can lay hold of eye, ear, and imagination, everywhere which can charm and bewitch the simple and ignorant. I wonder how Luther ever broke their spell.” Opening Prayer 5 6 LEADERSHIP ROUNDTABLE 2016 ANNUAL MEETING June 29–30, 2016 Inn at Penn, The Francis Effect and Changing Church Culture: Philadelphia, PA Advancing Best Managerial and Leadership Practices leadershiproundtable.org A Renewed Vision: Agility in a Changing Landscape Lt. Gen. (Ret) James Dubik, Chair, Leadership Roundtable David Melançon, Managing Director of Corporate & Public Affairs, NY Office, Edelman Michael O’Loughlin, Author, The Tweetable Pope: A Spiritual Revolution in 140 Characters a leader’s organization is and where that been up to in the last year-plus. Our organization ought to be, which, of course, initial 10-plus years were spent in three means that the leader has to understand major categories: 1) building trust in the where his or her organization is and figure Roundtable; 2) creating a set of services out where it ought to be and why, because and resources that were properly adaptive a leader can’t really generate followers from the corporate world or the secular without explaining, why the organization world so that they could fit in the Church has to move in a compelling way. A leader culture and the Church needs; and then without followers is, well, the Lone Ranger. 3) overcoming inertia with respect to Second, leadership is about figuring out systemic, transparent approaches to how to move from “is” to “ought,” and temporal management within the church.