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Presents: The National Leadership Conference TM for Catholic Schools The Head of School and Director of Advancement: The Ultimate Strategic Relationship The National Leadership Conference for

1 Presents: The National Leadership Conference TM for Catholic Schools The Head of School and Director of Advancement: The Ultimate Strategic Relationship The National Leadership Conference for Catholic schools, exclusively for Heads of School and Directors of Advancement, offering proven best practices in leadership and teamwork designed to inspire Catholic School leaders to transform their school communities. NATIONALLY RECOGNIZED SPEAKERS will guide each participant seeking better understanding of their key action modes and personal strengths to enhance their leadership effectiveness. IN DEPTH PRESENTATIONS will explore strategies and tactics proven successful in unlocking key individual relationship-building strengths to motivate and empower your school community in advancing the mission of your Catholic institution. This is the first conference focused exclusively on the Catholic School Head and Director of Advancement as the key strategic advancement relationship. The National Leadership Conference is planned for sunny southwest Florida and timed perfectly to coincide with your visits and receptions for alumni, parents of alumni, grandparents and friends in Florida. Register today! LaPlaya Beach and Golf Resort, Naples, Florida Sunday, February 28 to Tuesday, March 2, Partners in Mission

The National Leadership Conference for Catholic Schools The Head of School and Director of Advancement: The Ultimate Strategic Relationship P r o g r a m O v e r v i e w Every successful investor

2 The National Leadership Conference for Catholic Schools The Head of School and Director of Advancement: The Ultimate Strategic Relationship P r o g r a m O v e r v i e w Every successful investor knows that lasting success for any organization or institution ultimately depends upon vibrant and dynamic leadership. Both research and experience show that successful Catholic School leadership invariably begins with an exceptionally high-quality relationship between the Head of School and his or her Director of Advancement the ultimate strategic relationship, working together to advance the school s mission of excellence in transforming young lives in and through Christ. This conference will help you develop the ultimate strategic relationship for advancing your mission and raising the resources you need. LaPlaya Beach and Golf Resort, Naples, Florida Sunday, February 28 to Tuesday, March 2, Partners in Mission

facing Catholic School Advancement with peers who share those same challenges Grasping valuable lessons learned from veteran Heads, Advancement Directors and Board members on building trust and

3 The National Leadership Conference for Catholic Schools The Head of School and Director of Advancement: The Ultimate Strategic Relationship P r o g r a m B e n e f i t s Greater clarity in understanding your leadership strengths and specific, detailed practices to enhance your effectiveness in leading others to be effective leaders Confronting issues of school culture and challenges facing Catholic School Advancement with peers who share those same challenges Grasping valuable lessons learned from veteran Heads, Advancement Directors and Board members on building trust and developing strong working relations with each other and with their school constituencies Timely information and effective methods to enhance Board relations, school finance, advancement, and staff supervision Draft new action plans or enhance existing plans for twelve months of highly effective professional leadership development Compare notes and develop lasting connections with other Heads, Directors of Advancement and Board members who share similar leadership and Advancement challenges C o n f e r e n c e G o a l s Increased clarity and awareness of your personal strengths and unique abilities as a Catholic School leader Reassess, renew and recommit to those personal leadership strengths to the service of Jesus in the Catholic Church and in your School Identify key strategic relationships in both the outside and inside School communities, prioritize them, and explore and discover proven methods to significantly improve the effectiveness and productivity of those key relationships Learn the most effective community-building best practices to use both inside and outside your School that will turn it into an attractive, and indeed, a compelling investment in excellence in Catholic education carrying out the work of transforming young lives in and through Christ 3 Partners in Mission

Advancement: The Ultimate Strategic Relationship K

s e n t e r s, a n d P a n e l i s t s Sister Clare

Founder and Director of the Catholic School

and Villa Maria Academy Very Reverend David M.

President The Catholic University of America Barry

4 The National Leadership Conference for Catholic Schools The Head of School and Director of Advancement: The Ultimate Strategic Relationship K e y n o t e S p e a k e r s S p e a k e r s, p r e s e n t e r s, a n d P a n e l i s t s Sister Clare Fitzgerald, S.S.N.D. Founder and Director of the Catholic School Leadership Program at Boston College Recipient of NCEA s 2007 St. Elizabeth Ann Seton President s Award Fr. Michael Martin OFM Conv. President Archbishop Curley High School Laura Held Principal Mercy High School Fr. Scott Jabo President Cathedral Preparatory School and Villa Maria Academy Very Reverend David M. O Connell, C.M., J.C.D. President The Catholic University of America Barry Stitz Vice President of Advancement Archbishop Curley High School Mary Lund Director of Advancement Mercy High School Chris Hagerty Director of Advancement Cathedral Preparatory School and Villa Maria Academy 4 Partners in Mission

Why Should You Attend 100% focus on Catholic schools and Catholic school leadership A comprehensive resource manual filled with useful information and sample documents for each participant Dynamic

Welcome Reception overlooking the Gulf of Mexico on Sunday evening Winding Down Winding Up Cocktail Reception on Monday evening Who should attend Heads of Schools Presidents/Principals Directors of

m. Keynote Speaker and Dinner 7:00 p.m. Monday, March 1 Registration 8:30 a.m. to 9:00 a.m. Opening Sessions 9:00 a.m. to 12 noon Afternoon Sessions 1:00 p.m. to 5:00 p.m. Tuesday, March 2 Morning Sessions 9:00 a.

5 Why Should You Attend 100% focus on Catholic schools and Catholic school leadership A comprehensive resource manual filled with useful information and sample documents for each participant Dynamic presentations by the Partners in Mission Team Free follow-up consultation Opportunity to visit your alumni, grandparents and friends who live or winter in Florida Conference Highlights Outdoor Welcome Reception overlooking the Gulf of Mexico on Sunday evening Winding Down Winding Up Cocktail Reception on Monday evening Who should attend Heads of Schools Presidents/Principals Directors of Advancement Board Members Superintendents Religious Community Leaders Schedule at a Glance Sunday, February 28 Registration 3:00 p.m. to 5:00 p.m. Opening Liturgy 5:00 p.m. Welcoming Reception 6:00 p.m. Keynote Speaker and Dinner 7:00 p.m. Monday, March 1 Registration 8:30 a.m. to 9:00 a.m. Opening Sessions 9:00 a.m. to 12 noon Afternoon Sessions 1:00 p.m. to 5:00 p.m. Tuesday, March 2 Morning Sessions 9:00 a.m. to 12 noon Afternoon Sessions 1:00 p.m. to 3:30 p.m L a P l a y a B e a c h a n d G o l f R e s o r t Enjoy the perfect setting for this highly concentrated Conference a relaxing environment conducive to discussion and reflection the perfect complement to a full, dynamic Conference program. Attendees can expect to come away renewed, focused and inspired to begin a new chapter in their career and in their relationships. Spend time with your prospects and donors who live or winter in Florida. Plan your reception today to leverage the time, place and energy of the National Leadership Conference to advance your School s mission. 5 Partners in Mission

6 The National Leadership Conference for Catholic Schools C o n f e r e n c e S c h e d u l e Sunday, February 28 7:00 p.m. Keynote Speaker: Sr. Claire Fitzgerald, S.S.N.D. Leadership for Catholic Schools in the 21st Century Monday, March 1 9:00 a.m. Opening General Session (Grand Ballroom) Speaker: Very Reverend David M. O Connell, C.M. J.C.D., President, The Catholic University of America Catholic School Leaders Welcoming the Challenges of a Changing World Leading Transformation Personal Leadership & Discernment The Partners in Mission Comprehensive Advancement Program Model The Partners in Mission Transformation Model The Kolbe A Results & The Strengths Finder 2.0 Results 10:30 a.m. General Session (Grand Ballroom) Leading Transformation The Advancement Partnership Application of teamwork assessment process for high performance The Partners in Mission Community Model/strategic relationships leadership as influencing the community for good 12:00 p.m. Lunch Roundtables with the Partners in Mission Team and our Strategic Partners Annual Fund Major Gifts Boards Capital Campaign Planned Giving Enrollment Management Monday, March 1 (continued) 1:00 p.m. General Session (Grand Ballroom) Leading Transformation Key Strategic Relationships Identifying and prioritizing strategic relationships using The Partners in Mission Transformation Model and The Partners in Mission Community Model to focus on relationship building Inside Community Building & Renewal the structure / anatomy of advancing the mission of excellence in Catholic education 3:00 p.m. Breakout Sessions Panel Presentation and Discussion Panel #1: School Presidents and Principals Panel #2: Directors of Advancement Panel #3: Board Members Tuesday, March 2 9:00 a.m. General Session (Grand Ballroom) Leading Transformation Community Building: The Inside Job The structure / anatomy of advancing the mission of excellence in Catholic education The Spiritual Dimensions: the structure and process Strategy & Operations: the structure and process Growth: the structure and process 10:45 a.m. Breakout Session For Presidents and Principals: The Role of the President in Advancement For Directors of Advancement: The Role of the Director of Advancement For Board Members: Unlocking your Board s Philanthropic Potential Tuesday, March 2 (continued) 12:00 p.m. Lunch Roundtables with the Partners in Mission Team and Our Strategic Partners Annual Fund Major Gifts Boards Capital Campaign Planned Giving Enrollment Management 1:00 p.m. Breakout Session For Presidents and Principals: Managing the Advancement Team For Directors of Advancement: How We Work Together to Advance our School s Mission For Board Members: Building Strategic Board Composition and Engagement for Tomorrow 2:00 p.m. General Session (Grand Ballroom) Leading Transformation The Whole Job The Meta-Processes: Lessons from successful business organizations Process thinking vs. Strategic thinking Moments of truth and service excellence Organizational excellence, People excellence, Financial excellence Review The Partners in Mission Comprehensive Advancement Program Model Review The Partners in Mission Transformation Model Educational excellence process Adult learning process and Personal leadership excellence process 3:00 p.m. Winning Strategies to Take Home 6 Partners in Mission

Wednesday, March 3, 2010 LaPlaya Beach & Golf Resort Partners in Mission One Day Workshops Workshop 1 Capital Campaigns in Challenging Times Strategic Planning, What You Need to Know to be

7 Wednesday, March 3, 2010 LaPlaya Beach & Golf Resort Partners in Mission One Day Workshops Workshop 1 Capital Campaigns in Challenging Times Strategic Planning, What You Need to Know to be Successful, Readying the School, Campaign Budgeting, Staffing and Structure The Role of Staff and Volunteers, Soliciting Major Gifts and Electronic Wealth Screening Workshop 2 Making the Ask Role Playing the Face-to-Face Ask and Strategizing Individual Situations for Cultivation and Solicitation Workshop 3 The Fundamentals of Annual Funds Building a $1,000 Leadership Giving Program, Segmentation Strategies, Making Leadership Gift Calls, Effectively Utilizing Volunteers in the Annual Fund and Phonathons Workshop 4 Planned Giving Programs Using Planned Gifts to Build Endowment, How to Build a Bequest Program, Identifying Your Best Planned Giving Prospects Workshop 5 Boards and Board Development Identifying, Recruiting and Managing Your Board, and Unlocking your Board s Philanthropic Potential Workshop 6 Enrollment Management Following The National Leadership Conference 9:30 a.m. through 1 p.m. Branding and Marketing, Strategies to Maximize Enrollment, Recruitment and Retention, and Best Practices for Tuition Management Workshop 7 Communications/Social Networking/ Websites Brand Management, The Integrated Web Site Solution, Facebook, Social Media: Going Online to Connect Your Alumni and More Sessions run simultaneously, choose one. One day workshop Fee Early Bird Registration Rate of $149 (Expires December 31) Regular Registration Rate of $199 (January 1 to 31) Late Registration Rate of $249 (February 1 and after) O u r M i s s i o n Partners in Mission, led by a team of dedicated professionals firmly rooted in the ministry of Catholic education, believe in the advancement of Catholic education as brought about through the inspiration and guidance of the of the Holy Spirit, the communal strength of all who work and support this important ministry, and the application of proven strategies as learned through ongoing educational programs, hands-on advancement and leadership consulting services, and personal networking. O u r V i s i o n Partners in Mission, as a professional services firm, envisions itself as the premier and preferred resource among all national consulting and training firms engaged in the advancement of the mission of Catholic education. Fundamental to our success is both the offering of comprehensive and affordable professional services and the active engagement of our clients as genuine Partners in Mission through a network with us and their colleagues at Catholic Schools, Diocese, Religious Communities and Parishes throughout the United States. Created and operated in the organizational model similar to that which we advocate to the clients we serve, Partners in Mission will consistently deliver significant and sustainable growth as guided by a strategic business plan and our commitment to deliver excellence S u m m a r y o f S e r v i c e s Partners in Mission is a full-service development consulting firm specializing in Catholic school advancement. We partner with the clients we serve in advancing the mission of their organization by providing comprehensive solutions to the varying challenges they face. Specializing in capital campaign management, annual fund segmentation, major gift solicitation, strategic planning, volunteer leadership and enrollment management, among other advancement related services, Partners in Mission offers proven development strategies focused on mission and relationships. As a team, we value, understand and embrace the mission of Catholic education in our personal and professional lives and remain committed to ensuring its vitality and legacy for many years to come. 7 Partners in Mission

R e g i s t r a t i o n National Leadership Conference for Catholic Schools One Day Workshop o Please reserve place (s) for Partners in Mission Conference from February 28 to March 2, 2010 in Naples,

Workshop 1 Workshop 2 Workshop 3 Workshop 4 Workshop 5 Workshop 6 Workshop 7 o Check enclosed: $ o Our check will follow: $ o Please send me additional information on other Partners in Mission

The fee includes an extensive conference manual, post-seminar telephone consultation, refreshments and all evening events including event transportation. Accommodations are on your own.

8 R e g i s t r a t i o n National Leadership Conference for Catholic Schools One Day Workshop o Please reserve place (s) for Partners in Mission Conference from February 28 to March 2, 2010 in Naples, FL. o Please reserve place (s) for Partners in Mission One Day Workshop on March 3, Sessions run simultaneously, choose one. Workshop 1 Workshop 2 Workshop 3 Workshop 4 Workshop 5 Workshop 6 Workshop 7 o Check enclosed: $ o Our check will follow: $ o Please send me additional information on other Partners in Mission services Conference Registration & Fees The cost of the all-inclusive conference is $599 for each participant. Save $100 if your conference fee is received by January 1, The fee includes an extensive conference manual, post-seminar telephone consultation, refreshments and all evening events including event transportation. Accommodations are on your own. A $250 deposit is required with registration. Balance due on or before the first day of the conference. Register early as space is limited. Refund Policy Full refund (less a $100 administrative fee) if you cancel in writing by January 20, No refund will be made if your cancellation is received after January 20, Partners in Mission reserves the right to cancel any program or activity due to low registration. Name Title Name Title Organization Address City State Zip Phone Please make checks payable, and mail registration to: Partners in Mission, LLC, 124 Sycamore Drive, Westwood, MA If you have questions, call Larry Furey at (781) or lfurey@partnersinmission.com. You will receive confirmation upon receipt of your registration form and payment. Final conference information will be sent to you in February and will include full details on the conference s daily schedule and activities. Visit our website for more information: Accommodations LaPlaya Beach and Golf has arranged a special rate of $179 (single or double occupancy) for Partners in Mission. Please call to reserve your room with a view of the water. LaPlaya Beach and Golf Resort is located right on Vanderbilt Beach and all guest rooms have a view of the water. The Resort is located only 22 miles or 30 minutes from Ft. Myers (RSW) airport, and only 10 minutes from downtown Naples. The Resort is offering 50% off green fees with reservations. Visit our website at www. laplayaresort.com. 8 Partners in Mission

The Partners in Mission Team has collectively raised over $300 million for Catholic education.

Massachusetts Wise beyond his years, Tim grows Annual Funds beyond Expectations Tom Brodnicki Director of Advancement (former) St.

Board Bishop McDevitt High School Harrisburg, Pennsylvania Tom builds faith-based leaders for Catholic Schools from proven corporate models

Headmaster of Advancement (former) Xaverian Brothers High School Westwood, Massachusetts Larry secured five $1 million gifts for the Xaverian

5 Million Gift this year for Cathedral Prep Ed Hardiman, Ph.D. Principal St.

John s Prep Lori Redd Huffman Director of Alumnae (former) St. Agnes Academy Houston, Texas Lori helped to triple the St.

completed over 500 face-to-face solicitations Mary S. Meyer Director of Advancement St. Marys Catholic Elementary and Middle Schools St.

Giving & Stewardship Immaculata University, Immaculata, PA Director of Advancement (former) Bishop McDevitt High School Harrisburg, Pennsylvania

Rita a gem for generations Grace Regan Executive Director of Advancement New England Province of Jesuits Boston, Massachusetts and Executive

Shana Ruffner Director of Admissions & Communications Padua Academy Wilmington, Delaware Growing enrollment is more than keeping score it is

Joseph College Rensselaer, Indiana Skip has over 25 years experience in leadership positions in Catholic eduction Paul Sheff President Catholic

9 The Partners in Mission Team has collectively raised over $300 million for Catholic education. Meet the Partners in Mission Team and Conference Faculty Tim Breslin Director of Advancement (former) Malden Catholic High School Malden, Massachusetts Wise beyond his years, Tim grows Annual Funds beyond Expectations Tom Brodnicki Director of Advancement (former) St. Rita High School Chicago, Illinois Tom s 35 years in the field turns your capital campaign dreams into reality Tom DeAngelis Chairman of the Board Bishop McDevitt High School Harrisburg, Pennsylvania Tom builds faith-based leaders for Catholic Schools from proven corporate models Larry Furey Founder and Partner, 1998 to 2008 The Advancement Counsel and Asst. Headmaster of Advancement (former) Xaverian Brothers High School Westwood, Massachusetts Larry secured five $1 million gifts for the Xaverian Capital Campaign Chris Hagerty Director of Advancement Cathedral Preparatory School Erie, Pennsylvania Chris solicited a $5.5 Million Gift this year for Cathedral Prep Ed Hardiman, Ph.D. Principal St. John s Preparatory School Danvers, Massachusetts Ed has lead the enrollment management team at St. John s Prep Lori Redd Huffman Director of Alumnae (former) St. Agnes Academy Houston, Texas Lori helped to triple the St. Agnes Annual Fund in four years Bill MacNeill Vice President of Advancement (former) Boston College High School Boston, Massachusetts Bill has completed over 500 face-to-face solicitations Mary S. Meyer Director of Advancement St. Marys Catholic Elementary and Middle Schools St. Marys, Pennsylvania Mary developed a five-year target marketing plan to focus for young families. Sr. Rita O Leary, I.H.M. Director of Planned Giving & Stewardship Immaculata University, Immaculata, PA Director of Advancement (former) Bishop McDevitt High School Harrisburg, Pennsylvania Securing Planned Gifts of all sizes makes Sr. Rita a gem for generations Grace Regan Executive Director of Advancement New England Province of Jesuits Boston, Massachusetts and Executive Director (former) Boston College Alumni Association Chestnut Hill, Massachusetts Grace grew the Jesuit Gala from $350,000 to over $1,200,000 Shana Ruffner Director of Admissions & Communications Padua Academy Wilmington, Delaware Growing enrollment is more than keeping score it is Shana s life mission Albert Skip Shannon, Ph.D. Headmaster St. John s Preparatory School Danvers, Massachusetts President (former) St. Joseph College Rensselaer, Indiana Skip has over 25 years experience in leadership positions in Catholic eduction Paul Sheff President Catholic Memorial School West Roxbury, Massachusetts and Vice President of Alumni and Development (former) The College of the Holy Cross Worcester, Massachusetts Paul raised over $216,000,000 in the campaign at Holy Cross Br. Daniel Skala, C.F.X., Ph.D. Headmaster Xaverian Brothers High School Westwood, Massachusetts and Vicar General Xaverian Brothers Baltimore, Maryland Br. Dan has assembled an All Star Philanthropic Board of Trustees Chris Stiles Director of Advancement Mount St. Mary s High School Oklahoma City, Oklahoma Chris loves face-to-face solicitations 9 Partners in Mission

Save the Dates for our 2010 Conferences in Boston and Chicago!

Systems offering proven strategies to ensure sustainability, affordability and accessibility of Catholic Schools.

In depth presentations will explore the strategy of Enrollment Management moving prospective students through the enrollment management funnel from inquiry to graduation and everything in between.

10 Save the Dates for our 2010 Conferences in Boston and Chicago! April 25 28, 2010 Boston, MA The National Enrollment Management Conference for Catholic Schools A national conference exclusively for Catholic Elementary, Middle and Secondary Schools and Diocesan Systems offering proven strategies to ensure sustainability, affordability and accessibility of Catholic Schools. Acquire the techniques, tools and strategies to make an immediate impact in your school s admissions effort. In depth presentations will explore the strategy of Enrollment Management moving prospective students through the enrollment management funnel from inquiry to graduation and everything in between. June 13 17, 2010 Boston, MA The Advancement Conference for Catholic Secondary Schools Experience five intense days of learning, sharing, and fun with friends and colleagues from across America and return home with the wisdom, tools, plans and support you need to advance your program to a whole new level of success. Centered in our faith and the mission of Catholic education, this experience promises renewed energy and rekindled passion for you and your important work in our Catholic Secondary Schools. July 11 15, 2010 Chicago, IL The Advancement Conference for Catholic Elementary Schools Experience for yourself how proven advancement strategies translate to provide the resources required for today s Catholic Elementary and Middle Schools to exceed their goals. Learn how to distinguish your Catholic school, advance your mission and maximize your resources amidst today s challenging environment. All of this, plus an extraordinary experience among new friends and network of colleagues is yours this summer in Chicago. Partners in Mission Advancement and Leadership services for Catholic Education 10 Partners in Mission

Special Thanks to our Conference Sponsors Click on their links to see what they can do for your mission. http://www.partnersinmission.com/ http://www.ruffalocody.com/ http://www.habeebarch.

11 Special Thanks to our Conference Sponsors Click on their links to see what they can do for your mission Partners in Mission

The National Leadership Conference for Catholic

Presents: The National Leadership Conference TM for Catholic Schools The Ultimate Strategic Relationship: Board Members > President/Principal > > Director of Admission Hilton Naples, Naples, Florida Sunday,