All posts by Susie Boone

Session 28 | 2:00 pm | Is Our Future Bright? Diocesan Planning After the Greatest Generation

Location: Hanover D

From the 1960’s through the 1990’s, the U.S. Catholic church added almost 3,000 parishes. By 2010, those gains receded to 1960’s levels and continue to decline along with Mass attendance rates. As our infrastructure ages, our mission must continue. As a diocese, how can we prepare ourselves for the time after the “Greatest Generation”? How do we respect and responsibly use their gifts in order to nurture and cultivate the future?

Speaker: Kevin T. Lynch
Founder and President
Lynch Development Associates
Huntington, New York

Moderator: Florian Romero
Stewardship Coordinator/Development
Coordinator
Archdiocese of San Francisco, California


Kevin Lynch is the founder and president of Lynch Development Associates (LDA) of Huntington, New York. Mr. Lynch founded LDA as a Catholic consulting firm in 1994 and has since raised more than $1.5 billion through capital and stewardship services for parishes, schools, religious communities, retreat houses, healthcare institutions and other nonprofit organizations. Mr. Lynch is a graduate of St. John’s University in New York with a bachelor’s degree in speech with specific concentration in rhetoric and public address. Throughout his career, Mr. Lynch has become well known as a motivational speaker with regard to key issues facing the Church today. Mr. Lynch has served ICSC as a member of the board of directors, conference registration campaign co-chair and conference emcee. He also serves on the board of the Michael Lynch Memorial Foundation (www.mlynch.org) and is a member of the finance council of his home parish of St. Patrick, Huntington, New York.

Session 29 | 2:00 pm | Foundation Fundamentals

Location: Hanover C

Catholic foundation fundamentals undergird the work that we do – building the body of Christ, transforming lives, and preserving our Catholic heritage for generations to come. A strong foundation is what builds the trust needed for donors to come to us and place their assets in our care, so that we can effectively manage them. This session is designed to help staff and volunteers quickly comprehend organizational essentials.

Speaker: Josephine Everly
COO and Director of Gift Planning
The Catholic Foundation
Archdiocese of New Orleans, Louisiana

Moderator: Rebecca Harris
Director of Stewardship and Development
Diocese of Jackson, Mississippi


Josephine Everly is the director of gift planning and COO for the Catholic Foundation of the Archdiocese of New Orleans. During her two-year tenure, the foundation has established a 25-member professional advisors’ council, a 143-member Catholic women’s giving circle, and hosted #iGiveCatholic, a day of Catholic online giving. She is also an instructor in the philanthropy and development program at St. Mary’s University of Minnesota. Through 20 years of philanthropic advising, development, strategic planning, capital campaign, and disaster philanthropy experience, she has raised over $100 million for universities, hospitals, and community foundations. Ms. Everly has written and spoken frequently on topics including planned giving, fundraising, disaster philanthropy, and community development. Volunteer service includes serving as vice president of programs for the Association of Fundraising Professionals, New Orleans chapter. Ms. Everly holds a bachelor’s degree in technical writing from the University of Louisiana at Lafayette, a master’s degree from St. Mary’s University of Minnesota, and she is a chartered advisor in philanthropy candidate through the American College of Financial Services in Bryn Mawr, Pennsylvania. A native New Orleanian, she and her husband, Josiah, have five children and are parishioners at Immaculate Conception Jesuit Church.

Session 30 | 2:00 pm | How to Properly Prepare For Your Next Church Capital Campaign

Location: Hanover FG

Proper preparation for a church capital campaign is critical to its success. We’ll cover how to approach and who to involve in the planning for your campaign, whether or not you should hire a professional fundraiser to assist you and how to go about the search and selection process for a consultant that will serve your church the best.

Speaker: Michael Walsh
President
Walsh & Associates, Church Capital Campaign Specialists
Burnsville, Minnesota

Moderator: William F. Grant, II, CFRE
Director of Stewardship and Annual Giving
Diocese of Erie, Pennsylvania


Michael Walsh is founder and president of Walsh & Associates, Church Capital Campaign Specialists. Since 1992, Walsh & Associates has focused its efforts exclusively on assisting churches, predominantly Catholic churches, conduct their capital campaigns. This has enabled the company to develop and refine a program that has helped Walsh & Associates grow into a nationally recognized leader in church fundraising efforts.The company’s home office is in Burnsville, Minnesota, but Walsh & Associates also has offices in California, Colorado, Florida, Illinois, Missouri, Tennessee and Texas.

Session 31 | 3:30 pm | Stewardship of Treasure

Location: Regency VII

The $1 bill is the most popular currency in our Catholic churches. Can we convert the “Washington” bill into a “Jackson” or even a “Franklin?”This session will offer practical suggestions on how to develop a spirit of generosity and gratitude among parishioners.

Speaker: Monsignor Matthew Bernelli
Pastor Emeritus
St. Mary Parish
Bridgeport, Connecticut

Moderator: Reverend Charles Altermatt
Pastor
St. Alfred Parish
Taylor, Michigan


Monsignor Matthew Bernelli is pastor emeritus of St. Mary Catholic Church in Bridgeport, Connecticut, and recipient of the 2016 ICSC Christian Stewardship Award. Monsignor Bernelli was born in Turin, Italy. He graduated from St. Anselm University in Rome and was ordained to the priesthood in Rome in 1964. He spent his first ten years of priesthood ministering to orphans and homeless boys in Guatemala, El Salvador, Mexico, and Panama where he founded a Boys Town. Monsignor Bernelli was the pastor at St. Mary Church for 35 years. Thanks to the implementation of stewardship, St. Mary’s, a disadvantaged parish on the verge of closing, became a thriving, lively and financially sound parish, and a source of inspiration to others.

Session 32 | 3:30 pm | Archbishop Thomas J. Murphy Award: Our Parish Stewardship Journey

Location: International North

Handouts:

Home Field Brochure

How to make a Bag of Compassion Card

About St. Patrick

St. Pat CC We Pray for You

Come and see how this recipient of the Archbishop Thomas J. Murphy Award embraces Christian stewardship as a way of life.

Speakers: Members of St. Patrick Catholic Community
Scottsdale, Arizona

Moderator: Mary Ann Otto
Pastoral Minister
St. Joseph and St. Mary Parishes
Appleton, Wisconsin

 

Session 33 | 3:30 pm | Stewardship: A Disciple’s Response – Past, Present and Future

Location: Regency VI

This panel, comprised of some of the bishops and lay advisors who developed and initially promoted the pastoral letter 25 years ago, will reflect on what prompted the development of the letter, why the choice was made to focus on the spirituality of stewardship, and what were some of the successes that occurred because of the letter. The panelists will also discuss what remains to be accomplished in their hope for the future.

Panelists:
Most Reverend Robert F. Morneau
Auxiliary Bishop Emeritus
Diocese of Green Bay, Wisconsin

Most Reverend Sylvester Ryan
Bishop Emeritus
Diocese of Monterey, California

Reverend John Koziol, OFM Conv.
Pastor
St. Philip Benizi Catholic Church
Jonesboro, Georgia

Dan Conway
Senior Vice President, Pastoral Leadership
GP Catholic Services
Louisville, Kentucky

Vito Napoletano
President Emeritus, ICSC
Orlando, Florida

Moderator: Michael Murphy
Executive Director
ICSC
Dearborn, Michigan


Bishop Robert Morneau is auxiliary bishop emeritus of the Diocese of Green Bay, Wisconsin, and pastor of Resurrection Catholic Parish in Green Bay. This year, ICSC honors him as the 2017 recipient of the Christian Stewardship Award.

Bishop Sylvester Ryan is bishop emeritus of the Diocese of Monterey, California. Following his priestly ordination in 1957 for the Archdiocese of Los Angeles, Bishop Ryan served as an associate at St. Agnes Parish in Los Angeles and St. Anthony Parish in Long Beach, and taught in their respective high schools. He served as principal of two other diocesan high schools, was a chaplain and instructor at Mt. St. Mary’s College in Los Angeles, pastor of Our Lady of Lourdes In Tujunga-Sunland and president/rector of the College Seminary in Camarillo. Bishop Ryan was ordained auxiliary bishop for the Archdiocese of Los Angeles in 1990 and appointed Bishop of Monterey in 1992. He served on two committees of the U.S. bishops’ conference and for eight years served as the chairman of the stewardship subcommittee for the conference. For six years he was the president of the California Conference of Bishops. He retired in January 2007 and continues to serve the diocese, conducting retreats, workshops, and participating in the permanent deaconate formation program. He serves in local parishes as well when called upon. On occasion, Bishop Ryan conducts retreats and workshops in other dioceses and has been a frequent contributor to ICSC.

Father John Koziol, OFM Conv. was born in Holyoke, Massachusetts and attended Westfield State College in Westfield, Massachusetts where he earned a bachelor’s degree in history and secondary education. After teaching for one year, Father Koziol entered the Novitiate of St. Anthony of Padua Province of the Conventual Franciscans. He professed first vows at St. Joseph Cupertino Novitiate in 1981. After teaching at Archbishop Curley High School in Baltimore, Maryland, he continued his theological studies at Oblate School of Theology in San Antonio, Texas, earning a master’s of divinity degree. Father Koziol professed solemn vows as a Franciscan Friar in 1985. Ordained a priest in 1988, his priestly ministry included parish assignments in Chicopee, Shamokin, Pennsylvania and Jonesboro, Georgia. After serving at St. Philip Benizi Church in Jonesboro from 1991 to 2000, Fr. Koziol pursued doctoral studies at the Catholic University of America, graduating in 2005 with a doctor of ministry degree in adult spiritual formation. From 2001 until 2009, he served his province as director of initial formation in Washington, DC. Having returned to Jonesboro in 2009, Father Koziol became pastor of St. Philip Benizi Church in 2010.

Dan Conway is a leader in the field of mission advancement who has helped redefine the meaning of stewardship in the Catholic Church. Since 1979, Dan has worked with dozens of Catholic dioceses, seminaries, religious communities, parishes, and schools in the areas of planning, communications, stewardship education, and fundraising. He has served as chief development officer for Marian University and three Roman Catholic archdioceses (Louisville, Indianapolis, and Chicago), and has provided consulting leadership for diocesan capital stewardship campaigns throughout the United States. Dan has facilitated strategic planning for more than a dozen Catholic dioceses, religious communities, seminaries, colleges, and universities in the Midwest and South. Dan currently serves as senior vice president of GP Catholic Services, a company founded by the principals of GrahamPelton Consulting to provide professional services designed specifically for Catholic organizations. Dan also provides workshops for Catholic dioceses and seminaries in the United States and abroad. Dan writes a widely distributed monthly article, The Good Steward. He earned a bachelor’s degree at Saint Meinrad College, a master’s degree from Indiana University, and an MRE from Saint Meinrad School of Theology. He and his wife, Sharon, are members of Holy Trinity Parish in Louisville, Kentucky.

Vito Napoletano has spent his career as part of key organizations that have shared and challenged the Catholic understanding of stewardship. His career includes work as a teacher, administrator and chief financial officer with institutions of the Archdiocese of Chicago, the Diocese of Ft. Wayne-South Bend, and the development director for the Catholic Diocese of Orlando. He was also a member of the board of trustees of Catholic United Investment Trust and Religious Communities Trust (Christian Brothers Investment Trust). In 1989, Vito was elected to the board of directors of the National Catholic Stewardship Council, Inc., (NCSC), now ICSC, where he served as president and past treasurer until May 1995. He was also a member of the United States bishops’ stewardship committee in 1992, which produced the pastoral letter, Stewardship: A Disciple’s Response and again in 1995 when they published Stewardship: A Resource of Parish and Diocese. He remains actively involved with several Catholic conferences and organizations, and in 1996, received the Bishop William G. Connare Award for distinguished service from NCSC. He is currently working with various Catholic organizations and nonprofits.

 

 

Session 34 | 3:30 pm | Stewardship, Development and Fundraising

Location: International South

These disciplines are crucial to parishes and schools. The challenge is to recognize that they are interconnected and the practice of one influences them all. How they are related, how they are different, and how each can be effective without a negative impact on the others is imperative to their success. Help your constituents reach a better understanding of how their use of material goods impacts their faith lives.

Speaker: Tony Oltremari
Parish Administrator
St. Laurence Catholic Church
Sugar Land, Texas

Moderator: Ana Juarez
Business Administrator
St. Alfred Parish
Taylor, Michigan


Mr. Tony Oltremari – As parish administrator for St. Laurence Catholic Church in Sugar Land, Texas, a parish of over 7,500 families and more than 80 ministries, he understands the importance of the spiritual mission of the church and the need for the material resources for fulfilling that mission. He previously served seven years as director of stewardship and vice-chair of the evangelization commission for the Archdiocese of Galveston-Houston. Mr. Oltremari is a 1999 graduate of the ICSC Institute for Stewardship and Development. Through his efforts the archdiocese was awarded first place recognition by ICSC for excellence in materials promoting diocesan stewardship in 2001. After leaving the archdiocese, Mr. Oltremari was vice president for Cavan Corporation, conducting increased offertory initiatives and capital campaigns for Catholic parishes and diocesan annual appeals. He is actively involved with the stewardship networking group in the Houston area and is a member of the National Association of Church Business Administrators. Mr. Oltremari was born in Memphis, Tennessee but has lived in Houston since 1960 where he was educated at St. Anne’s Catholic School, St. Thomas High School and the University of Houston. He and his wife, Peggy, have four children and ten grandchildren.

Session 35 | 3:30 pm | De la Evangelización al Discipulado y al Liderazgo / From Evangelization to Discipleship to Leadership

Location: Learning Center

Elegir vivir la corresponsabilidad cristiana como estilo de vida no sucede de la noche a la mañana. Comprender y aceptar el concepto cristiano de corresponsabilidad es el resultado de un proceso de formación de toda la vida, que comienza con la proclamación de Jesucristo –el gran corresponsable. Al proclamar a Cristo y acoger nuestra alianza bautismal, nuestra comprensión y aceptación del llamado al discipulado se fortalecen. Aprendemos a imitar a Cristo y a servir y apoyar a otros en su propio crecimiento espiritual. Esta sesión examinará la conexión crucial entre la evangelización, el discipulado y el desarrollo del liderazgo como pilares de la corresponsabilidad.

Choosing to live Christian stewardship as a way of life does not happen overnight. Understanding and embracing the Christian stewardship concept is the result of a life-long process of formation that starts with the proclamation of Jesus Christ –the great steward. As we proclaim Christ and embrace our baptismal covenant, our understanding and acceptance of the call to discipleship grows stronger. We learn to imitate Christ and to serve and nurture others for their own spiritual growth. This session will explore the crucial connection between evangelization, discipleship and leadership development as pillars of stewardship.

Speaker: Reverend Victor Reyes Párroco
Our Lady of LaSalette Catholic Church
Canton, Georgia

Moderator: Patricia Garcia Alvarado
Secretaria
Diocese of Carabayllo Lima, Peru


The Reverend Victor Reyes is a priest of the Archdiocese of Atlanta and currently serves as pastor of Our Lady of La Salette Parish in Canton, Georgia. Father Reyes has extensive experience in catechetical and initiation ministries at the parish, diocesan, and national levels. He has served as instructor of liturgy and homiletics for ministry formation programs for both lay and clergy. His pastoral work at the parish, diocesan, regional and national level has led him to serve widely facilitating workshops, directing retreats, and preaching parish renewals. He is a bilingual consultant in the areas of Christian initiation, liturgical formation, multicultural ministries and leadership development. Father Reyes served for many years as a member of the national team for the North American Forum on the Catechumenate. He currently serves on the Atlanta Forum on the Catechumenate. He is also a member of the Academy of Homiletics and the Catholic Association of Teachers of Homiletics

Session 36 | 3:30 pm | A Turnaround Story: How Omaha Reversed 17 Years of Enrollment Decline

Location: Hanover E

Catholic schools in the Archdiocese of Omaha endured 17 straight years of declining enrollment. This changed in 2014, when archdiocesan leaders changed their approach. Over the past two years the archdiocese has achieved the highest enrollment increase of any diocese in the country. This session will reveal the steps they took to invest in their schools and dramatically increase enrollment while rallying donors, leaders and staff in support of Catholic schools.

Speaker: Nic Prenger, J.D. 
President
Steier Group
Omaha, Nebraska

Speaker: Dr. Patrick Slattery 
Former Superintendent of Schools
Archdiocese of Omaha, Nebraska

Moderator: Jolinda Moore
Director for Stewardship and Development
Archdiocese of Indianapolis, Indiana


Nic Prenger – As president of the Steier Group, Nic Prenger oversees the firm’s work with parish, school and diocesn clients across the country. Prior to serving as president, he spent six years designing and implementing successful studies and campaigns for diocesan clients in Wichita and Kansas City, Kansas, La Crosse, Wisconsin, Minneapolis, Minnesota and Omaha, Nebraska. His hands-on experience leading complex capital campaigns has made him a highly sought-after speaker at Catholic conferences across the country. Mr. Prenger is a native of Carroll, Iowa, and a graduate of Creighton University and the Univeresity of Iowa School of Law. A former prosecutor, he serves on the national advisory board for the Ntional Catholic Education Association as well as the stewardship committee for Christ the King Parish in Omaha.

Dr. Patrick Slattery became the executive director of the Xaverian Brothers Sponsored Schools, a network of 13 schools in Maryland, New York, Connecticut, Kentucky, and Massachusetts, in July 2017. He works to carry out the mission of the network. Prior to this role, he served the Archdiocese of Omaha for 15 years as a Kindergarten through 8th grade principal, a high school president and superintendent of schools. As superintendent, he was a key team member in the archdiocese’s Ignite the Faith Capital Campaign which raised $53 million. A significant portion of these funds were invested in Catholic education, leading to the highest Catholic school system enrollment gain in the country in the years following the program investments. The Archdiocese of Omaha Catholic school system incorporates 70 schools spread out over 14,000 square miles and educates nearly 20,000 students annually. Dr. Slattery has also held leadership roles in private, non-denominational schools in Maryland and Massachusetts. A native of Madison, Connecticut, he earned his bachelor’s degree from the College of the Holy Cross in Worcester, Massachusetts, a master’s degree in educational administration from Harvard University, and his doctorate degree from Creighton University in Omaha, Nebraska.

Session 37 | 3:30 pm | Successful Annual Appeals for the Small Office

Location: Hanover AB

Handout:

Successful Annual Appeals for the Small Office

Running an appeal with limited staff and resources can be challenging. Join us for a discussion on different ways we have found to make our appeals a success without breaking the bank by hiring additional staff. We will share some recommendations and techniques to help you deliver an appeal that will reflect a professional and well-run development office.

Speaker: Jill McNally
Director of Stewardship and Development
Diocese of Madison, Wisconsin

Speaker: Ron Schatz
Director of Stewardship
Diocese of Bismarck, North Dakota

Moderator: Rachel Martinez
Associate Director of Stewardship and Development
Diocese of Lubbock, Texas


Jill McNally has worked in a variety of capacities over her career but mostly in the nonprofit sector. She has worked with national, state and local nonprofits in many positions including executive management, accounting and membership. She joined the Diocese of Madison, Wisconsin in June 2007, where she works in the office of stewardship and development as director. She was part of the creation of the Diocese of Madison annual appeal and implemented it in 2009. The appeal has reached its goals for many years with an increase in amount pledged every year of its existence. The diocese launched its first capital campaign in over 50 years in 2014 and Ms. McNally was instrumental in the overall planning, implementing and management of the campaign. This $30 million campaign is generating an endowment for seminarian education and formation in the Diocese of Madison. Currently the campaign has exceeded $43.8 million in pledges. Ms. Madison lives in Madison with her husband and son.

Ron Schatz has served the Diocese of Bismarck for the past 26 years in the Office of Stewardship and Resource Development, becoming director in 1995. This year, ICSC honors him as the 2017 recipient of the Bishop William G. Connare Award.