THE NATIONAL LEADERSHIP CONFERENCE FOR CATHOLIC SCHOOLS
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THE NATIONAL
LEADERSHIP CONFERENCE
FOR CATHOLIC SCHOOLS
TM
The Ultimate Strategic Relationship:
Board Members | Presidents/Principals | Directors of Advancement | Directors of Admission
SUNDAY, MARCH 6 TO TUESDAY, MARCH 8, 2022
HALF-DAY WORKSHOPS ON WEDNESDAY, MARCH 9, 2022
HILTON NAPLES HOTEL, NAPLES, FLORIDA
#PIMNaples
Strategic Partners:THE NATIONAL LEADERSHIP
CONFERENCE FOR CATHOLIC SCHOOLS
Explore and enhance the Strategic Relationship among Presidents/Principals,
Directors of Advancement, Directors of Admission, and Board Members.
Hilton Naples Hotel, Naples, Florida — Sunday, March 6 to Wednesday, March 9, 2022
HILTON NAPLES HOTEL
PROGRAM OVERVIEW
Enjoy the perfect setting for Every successful investor knows that lasting success for any organization or institution
this highly concentrated ultimately depends upon vibrant and dynamic leadership. Both research and
conference — a relaxing experience show that successful Catholic school leadership invariably begins with
environment conducive to an exceptional, high-quality relationship between the President/Principal and the
discussion and reflection — Director of Advancement and/or Director of Admission — “the ultimate strategic
the perfect complement to relationship,” working together to advance the school’s mission of excellence in
a full, dynamic conference transforming young lives in and through Christ. This conference will help you develop
program. Attendees can “the ultimate strategic relationship” for advancing your mission and raising the
expect to come away resources you need.
renewed, focused, and
inspired to begin a new
chapter in their career and in PROGRAM BENEFITS CONFERENCE GOALS
their relationships. • Greater clarity in understanding your • Increased clarity and awareness of your
personal strengths and specific, detailed personal strengths and unique abilities as
practices to enhance your effectiveness a Catholic school leader
in leading others while inspiring and • Reassess, renew and recommit to your
developing their abilities personal leadership strengths to the
• Confronting issues of school culture service of Jesus in the Catholic church and
and challenges facing Catholic school in your school
advancement with peers who share those • Identify key strategic relationships in both
same challenges the outside and inside school communities,
• Grasping valuable “lessons learned” from prioritize them, and explore and discover
veteran Presidents, Principals, Directors proven methods to significantly improve
of Advancement, Directors of Admission the effectiveness and productivity of those
and Board Members on building trust key relationships
and developing strong working relations • Learn the most effective, community-
with each other and with their school building best practices to use both inside
constituencies and outside your school that will turn it
• Timely information and effective methods into an attractive, and indeed, a compelling
Spend time with your to enhance Board relations, school finance, investment in excellence in Catholic
prospects and donors who advancement, and staff supervision education — carrying out the work of
live or winter in Florida. • Draft new action plans or enhance existing transforming young lives in and through
plans for 12 months of highly effective, Christ
Plan your reception today
to leverage the time, place, professional leadership development
and energy of the National • Compare notes and develop lasting
Leadership Conference connections with other Presidents,
to advance your School’s
Principals, Directors of Advancement,
Directors of Admission, and Board
#PIMNaples
mission. members who share similar leadership and
advancement challengesCONFERENCE SCHEDULE
SUNDAY, MARCH 6 President and Director of Advancement
4:00 p.m.
4:00 to 6:00 p.m.
Conference Announcements
Conference Registration, Hotel Lobby
5:15 p.m.
6:00 p.m.
Winding Down…Winding Up Cocktail
Opening Conference Mass Reception
7:00 p.m. CONFERENCE
Opening Conference Reception, Spa
TUESDAY, MARCH 8 NETWORKING
Terrace 7:45 a.m. • Outdoor Welcome
Reception on Sunday
MONDAY, MARCH 7 Conference Mass
evening
8:30 a.m.
7:45 a.m. • Winding Down/
Opening Prayer Winding Up Cocktail
Conference Registration Reception on Monday
Conference Announcements
7:45 a.m. evening
8:40 a.m.
Conference Mass
Mission, Vision and Strategic Planning:
8:30 a.m. The Foundation Upon Which a Successful WHY SHOULD
Welcome and Introductions from Advancement Program is Built YOU ATTEND
Partners in Mission 9:45 a.m. • 100% focus on
Opening Prayer Break with Strategic Partners and Catholic schools
Sponsors and Catholic school
Overview of the Conference and
leadership
Introduction of Keynote Speaker 10:00 a.m.
• A resource manual
9:15 a.m. Panel of Catholic Philanthropists/Leaders filled with useful
Opening General Session 10:00 a.m. information and
sample documents
Keynote Presentation: “Living a Felt Life” Working the Plan – Getting It Done! for each participant
by General Martin E. Dempsey, Retired The Head of School and Director of
• Dynamic
Chairman of the Joint Chiefs of Staff Advancement/Director of Admissions presentations by the
10:30 a.m. Partnership Partners in Mission
12:15 p.m. Team
Break with Strategic Partners and
Conference Photograph, Poolside • Complimentary
Sponsors
onsite and follow-up
10:45 a.m. 11:45 a.m. consultation
Work SMART-er not harder in 2022 Lunch Roundtables • Opportunity to
Presidents/Heads of School visit your alumni,
11:45 a.m.
Directors of Advancement grandparents, and
Lunch Roundtables Directors of Admissions friends who live or
Presidents/Heads of School Elementary Schools winter in Florida
Directors of Advancement Principals
Directors of Admissions Board Members
Elementary Schools
1:30 p.m.
WHO SHOULD
Principals
Board Members Letting Go: Eliminating from Your Day ATTEND
1:00 p.m. What Doesn’t Matter and Deciding not • Heads of Schools
what to do) • Presidents and
Presidents/Principals/Directors of
2:15 p.m. Principals
Admissions and Advancement Panel
Stewardship in Relationships • Directors of
2:15 p.m. Advancement
The Fundraising Power Couple: The 2:45 p.m.
• Directors of
Relationship Between the President/ Break with Strategic Partners and Admission
Principal and the Director of Advancement Sponsors • Board Members
3:00 p.m. 3:00 p.m. • Superintendents
Break with Strategic Partners and Inspiration: The Tipping Point of • Religious Community
Sponsors Leadership and Philanthropy Leaders
3:15 p.m. 3:30 p.m.
Building a Successful Fundraising Board The National Leadership Conference for
Catholic Schools Concludes
#PIMNaples
Model from the Perspective of theFollowing The National
Leadership Conference
SUMMARY OF SERVICES
HALF-DAY WORKSHOPS Wednesday, March 9, 2022 Partners in Mission is a full-service
8:30 a.m. to 12:00 p.m.
development consulting firm specializing
in Catholic school advancement. We
partner with our clients in advancing
THE WEDNESDAY HALF-DAY WORKSHOP IS INCLUDED IN
the mission of their organizations. We
THE CONFERENCE REGISTRATION FEE provide comprehensive solutions to the
Sessions run concurrently, choose one. varying challenges they face. Specializing
in capital campaign management, annual
WORKSHOP 1 WORKSHOP 3
fund segmentation, major gift solicitation,
Capital Campaigns in Challenging Times Annual Fund strategic planning, volunteer leadership,
and Cultivating, Soliciting, and Making and enrollment management, among other
Building a $1,000 Leadership Giving Program,
the Ask Segmentation Strategies, Making Leadership advancement-related services, Partners in
Strategic Planning, What You Need to Gift Calls, Effectively Utilizing Volunteers in Mission offers proven development strategies
Know to be Successful, Readying the the Annual Fund and Phonathons.
focused on mission and relationships. As a
School, Campaign Budgeting, Staffing and
Structure, The Role of Staff and Volunteers, WORKSHOP 4 team, we value, understand, and embrace the
Soliciting Major Gifts, and Electronic Wealth Planned Giving Programs
mission of Catholic education in our personal
Screening. In addition, this workshop will and professional lives and remain committed
focus on Role Playing, the Face-to-Face Ask, Using Planned Gifts to Build Endowment, How to ensuring its vitality and legacy for many
and Strategizing Individual Situations for to Build a Bequest Program, Identifying Your
Cultivation and Solicitation. Best Planned Giving Prospects. years to come.
WORKSHOP 2
One-Day Giving Programs
WORKSHOP 5
REGISTER ONLINE
Enrollment Management
Catholic secondary and elementary schools
www.partnersinmission.com/naples22
Branding and Marketing, Strategies to
across the country have caught on to the
Maximize Enrollment, Recruitment, and
giving day craze like never before… and for
Retention, and Best Practices for Tuition
good reason. These powerful fundraising
Management. CONFERENCE REGISTRATION
marathons – usually 24 hours long – have
become a fun way to rally alumni and donors The cost of the all-inclusive conference is $999 for each
for quick, yet impressive, results. Join us and WORKSHOP 6 participant. The fee includes an extensive conference
find out how you can grow your annual fund manual, post-seminar telephone consultation, lunch
in one day!
Communications/Social Networking/ on both days, refreshments, and receptions on Sunday
Websites and Monday evenings. Accommodations not included.
Brand Management, The Integrated Website Register early as space is limited.
Solution, Facebook, Social Media: Going
Online to Connect Your Alumni and More. CANCELLATION POLICY
A full refund (less a $100 administrative fee) if you
cancel in writing by January 31, 2022. No refund
will be made if your cancellation is received after
REGISTRATION FORM January 31, 2022. Partners in Mission reserves the
o P lease reserve ____ place (s) for Partners in Mission Conference from right to cancel any program or activity due to low
March 6 to March 8, 2022, in Naples, FL. registration.
o Please reserve ____ place (s) for Partners in Mission Half-Day Workshop
on March 9, 2022. Sessions run simultaneously, choose one.
____ Workshop 1 ____ Workshop 2 ____ Workshop 3
____ Workshop 4 ____ Workshop 5 ____ Workshop 6
o Check enclosed: $ ______________ o O ur check will follow: $ ______________
o Please send me additional information on other Partners in Mission services
Name____________________________________________________ Title_________________________
Name____________________________________________________ Title_________________________
Organization__________________________________________________________________________
ACCOMMODATIONS
Address_______________________________________________________________________________ Hilton Naples is ready to exceed your expectations
with a special rate of $234 for Partners in Mission
City_____________________________________________ State________ Zip_______________________
conference attendees. Visit www.partnersinmission.
Phone____________________________ E-mail ______________________________________________ com/naples22 or call 1-800-HILTONS to reserve
your room. The code to book is PIM.
!
Please make checks payable, and mail registration to:
Partners in Mission, LLC, 8 Nicklaus Way, Mashpee, MA 02649 Our centralized meeting rooms were designed
to help you maximize time spent networking,
If you have questions, contact Larry Furey at lfurey@partnersinmission.com or
mingling, and energizing during your meeting.
(781) 710-0242 or Chris Hagerty at chagerty@partnersinmission.com or (814) 566-7500.
You will receive confirmation upon receipt of your registration form and payment. Final And after the work is done, take time to enjoy
conference information will be sent to you in February and will include full details on the award-winning dining at Shula’s Steak House, walk
conference’s daily schedule and activities. to world-class outdoor shopping at the Waterside
FOR MORE INFORMATION: WWW.PARTNERSINMISSION.COM/NAPLES22 Shops, and relax on gorgeous beaches a short
shuttle or bike ride away.INTRODUCING OUR KEYNOTE SPEAKER
General Martin E. Dempsey
United States Army, Retired - Chairman of the Joint Chiefs of Staff
General Martin E. Dempsey In the last five years of service, he served as the Chief of Staff
retired after 41 years of of the United States Army and then as the Chairman of the
military service. During Joint Chiefs of Staff. As Chairman of the Joint Chiefs of Staff,
his time in the Army, he he was the senior officer in the Armed Forces and the military
commanded a Cavalry advisor to the Secretary of Defense and to the President.
Troop, a Tank Battalion,
a Cavalry Regiment, a In 2015, General Dempsey was named one of the 100 most
Tank Division, and United influential leaders in the world by Time Magazine. In 2016,
States Central Command he was knighted by Queen Elizabeth II. He has been inducted
where he was responsible into the Irish-American Hall of Fame as well as the New Jersey
for securing U.S. interests Hall of Fame.
in the Middle East and
South Asia. He served in General Dempsey and his wife, Deanie, have been married for
both Operation Desert 45 years. They served the military as a team, and Deanie was
Storm and Operation Iraqi instrumental in supporting military families and championing
Freedom accumulating 42 months in combat. many of the family programs that have been critical to our
success over the many years of conflict.
General Dempsey, a proud alumnus of John S. Burke Catholic
High School in Goshen, New York is a 1974 graduate of West Marty and Deanie have three children and nine grandchildren.
Point and has master’s degrees from Duke in Literature, from Each of their three children served in the Army, and their son,
the Army Command & General Staff College in Military Science, Chris, continues to serve as a Lieutenant Colonel.
and from the National War College in National Security
Strategy. He also has an Honorary Doctorate Degree in Law General Dempsey’s post-military career includes a teaching
from University of Notre Dame. position at Duke University in public policy and leadership, a
role as the Special Advisor to the Commissioner of the
His military awards include the Bronze Star with Valor device, National Basketball Association for leader development and
the Defense Distinguished Service Medal, and Distinguished youth programs, and as Chairman of USA Basketball. General
Service Medals from the Army, Navy, Air Force, and Coast Dempsey is also a Director on the Boards of TAPS and The Bob
Guard as well as awards from other departments in the United Woodruff Foundation.
States Government including the Office of the Director of
National Intelligence, the Central Intelligence Agency, and the
National Security Agency. He has received awards from many
of our allies including France, Germany, Italy, Poland, Croatia, #PIMNaples
Israel, Japan, the Republic of Korea, and Singapore.
OPENING CONFERENCE
MASS CELEBRANT
SAVE THE DATES FOR OUR 2022
CONFERENCES IN BOSTON!
Rev. John Belmonte, S.J., Ph.D.
Superintendent of Catholic Education
DIOCESE OF VENICE, FL THE NATIONAL ADVANCEMENT
SUMMER INSTITUTE FOR
SAVE
CATHOLIC SCHOOLS
Boston, Massachusetts
JUNE
THE
19-23
2022
DATEMEET THE PARTNERS IN MISSION
TEAM AND CONFERENCE FACULTY
LARRY FUREY CHRIS HAGERTY TOM BRODNICKI
FOUNDER AND PARTNER, SENIOR PARTNER, SENIOR PARTNER,
PARTNERS IN MISSION PARTNERS IN MISSION PARTNERS IN MISSION
ASST. HEADMASTER OF PRESIDENT (FORMER) VICE PRESIDENT OF ADVANCEMENT
ADVANCEMENT (FORMER) Cathedral Preparatory School (PA) (FORMER)
Xaverian Brothers High School (MA) Villa Maria Academy (PA) University of St. Francis (IL)
Larry recently completed a $25 million Chris secured a $23 million gift for Tom’s 45 years in the field turns your
capital campaign for Xaverian. Cathedral Prep and Villa Maria Academy. capital campaign dreams into reality.
KATHLEEN CASEY MARIA IPPOLITO JAKE PUCCI
ASSOCIATE SUPERINTENDENT OF DIRECTOR OF SCHOOL MARKETING DIRECTOR OF ADMISSIONS AND
SCHOOLS (FORMER) AND COMMUNICATIONS (FORMER) ENROLLMENT MANAGEMENT
Diocese of Bridgeport (CT) Archdiocese of Chicago (IL) La Salle High School (OH)
Kathleen translates her strategic and Maria led the efforts around the During the past 14 years, Jake utilized
marketing success in both corporate and development of the Archdiocese’s very historical statistics and grade school
academic settings to help Catholic school successful Parent Ambassador Program. enrollment numbers to make data-driven
leaders optimize mission and margin. decisions.
AL CATELLI CAITLIN HALLE KEVIN QUINN
DIRECTOR OF ENROLLMENT DIRECTOR OF MARKETING AND VICE PRESIDENT OF ADVANCEMENT
MANAGEMENT (FORMER) COMMUNICATIONS (FORMER)
St. John Paul II High School (MA) Partners in Mission Immaculata University (PA)
Al has 20+ years experience providing Caitlin oversees the web presence, Kevin brings over 25 years of Catholic
stability, growth, and long-term viability digital and direct marketing, event higher education experience to Partners
to Catholic elementary and secondary strategy, and brand management for in Mission.
schools across the United States. Partners in Mission.
JANE DIGIROLAMO SIOBHAN LIDINGTON JOHN REY
CHIEF ADVANCEMENT OFFICER DIRECTOR OF ANNUAL AND PRESIDENT
(FORMER) INDIVIDUAL GIVING Mater Dei Catholic High School (CA)
Our Lady of Good Counsel High Albertus Magnus College (CT) John Rey brings strong leadership skills
School (MD) Siobhan leads the annual and major and a financial background. A problem
Jane completed a $10 million capital giving programs and has achieved solver by nature, John takes a hybrid
campaign for Good Counsel, the largest 20% growth in dollars raised the last approach to leadership which combines
in their school history. two years. strategy, creativity, empowerment,
and focus.
CATHY DONAHUE KATHY LINK CHRIS STILES
DIRECTOR OF ENROLLMENT & SENIOR DIRECTOR OF SCHOOLS DIRECTOR OF ADVANCEMENT
MARKETING (FORMER) (FORMER) Mount St. Mary High School (OK)
Catholic Schools of the Diocese of Healey Education Foundation (NJ) Chris has just completed a $6 million
Bridgeport (CT) Kathy has helped many of our Catholic capital campaign.
Cathy has over 30 years of experience elementary and high school clients
helping school leaders build thriving experience an average enrollment
school models. increase of 11%.
KEVIN DOUGHERTY MIKE LOYET KATIE THIEMANN
VICE PRESIDENT OF ENROLLMENT PRESIDENT (FORMER) DIRECTOR OF LEADERSHIP GIVING
SERVICES St. John Vianney High School (MO) Cor Jesu Academy (MO)
La Salle College High School (PA) Mike has served in Catholic education for Katie led a $10,000,000 capital campaign
Kevin led the campaign that resulted in 39 years as a classroom teacher, coach, while simultaneously growing the
the largest enrollment in school history, administrator and school president. school’s Endowment from $1,900,000 to
three years in a row. $8,400,000.
LAUREN FREDETTE MARY LUND BOB TIFT, ED.D.
DIRECTOR OF ADVANCEMENT DIRECTOR OF ADVANCEMENT PRESIDENT (FORMER)
Sacred Heart Greenwich (CT) Mercy High School (CA) Benilde – St. Margaret’s School (MN)
Lauren secured four $1,000,000 gifts Mary raises over $400,000 at her school’s Bob’s expertise includes governance
in one year for her school’s major gifts Scholarship Luncheon each year. and Board development, and strategic
program. planning.
ZANE GIZZI GREG MARKITON ROB WEBB
MAJOR GIFTS OFFICER DIRECTOR OF ADVANCEMENT PRESIDENT
Penn State College of Medicine (PA) Benedictine Military School (GA) Chaminade College Preparatory (CA)
DIRECTOR OF ADVANCEMENT Greg has created one of the most As President, Rob has more than doubled
(FORMER) successful Catholic school advancement Chaminade’s endowment and added
Lancaster Catholic High School (PA) programs in the country. real estate to the school’s portfolio of
investment holdings.
Zane built a Planned Giving Program at
Lancaster Catholic second to none.
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