Session 30
1:00 pm – 2:00 pm

Michigan
How to Properly Prepare for Your Next Church Capital Campaign

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

Moderator: Steve Schons, CFRE
Director of Stewardship
Diocese of Fargo, North Dakota

In this dynamic, interactive session, the presenters will cover common, yet critical mistakes that churches make in planning for and implementing their church capital campaigns. Along with the proper preparation steps, this will lead to optimal results and the ultimate success for every church capital campaign that you might undertake.

Mr. Michael Walsh

Michael Walsh is president and founder of Walsh & Associates, Church Capital Campaign Specialists, which he started in 1984 after serving as director of development for St. Mary’s College High School in Berkeley, California where he was responsible for fundraising and public relations activities. He relocated the firm and his family to the Minneapolis-St. Paul area in 1987 and began focusing on church work in 1991. Mr. Walsh is the author of the comprehensive, step-by-step guide entitled, How to Conduct Church Capital Campaigns the Walsh Way. He also oversaw the development of the WalshWare Campaign Management Software. He personally developed the service “success system.” Additionally, he has developed a series of capital campaign training DVDs, and is the author of the Guidelines for Gift Gathering instructional booklets, as well as a variety of materials and guides currently used in church capital campaigns. He has authored numerous articles on a variety of fundraising and stewardship topics and has been a featured speaker at national and regional conferences and events. Mr. Walsh and his wife, Julie, live in Apple Valley, Minnesota and are members of St. John Neumann Church in Eagan, Minnesota. They have two adult children.

Beverage Break with Exhibitors

2:00 pm – 3:00 pm

Session 31
3:00 pm – 4:00 pm

Chicago Ballroom X
Stewardship and the Annunciation: A Look at Annunciations in Our Own Lives

Speaker: Teresa Keogh
Advisor for Stewardship
Archdiocese of Southwark
United Kingdom

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

This session will look at how the Annunciation has been portrayed through art and offers us an opportunity to reflect, in prayer, on the annunciations in our own lives and how these have been part of our stewardship journey. It will explore the invitations that God might be offering now and how we might respond to them.

Ms. Teresa Keogh

Teresa Keogh is advisor for stewardship in the Archdiocese of Southwark in London, England and is a member of the ICSC board of directors. Her diocesan responsibilities see her facilitating and running workshops across the diocese as well as sitting on the Diocesan Spirituality Commission. The focus of her work is in encouraging parishioners to see stewardship as a spirituality and way of life; a role that is very much about changing hearts and minds. She also teaches part-time and is a senior examiner in English Literature, for which she runs training internationally. In the past year she has traveled extensively in the Middle East and Far East as well as Europe. Previously she taught school for over 20 years, nine as deputy head teacher in a Catholic school of over 1,000 pupils. Ms. Keogh holds a master’s degree in Christian spirituality and wrote her dissertation on the interface between the Ignatian examen and stewardship. Nationally, she is a member of the Bishops’ Council of England and Wales Spirituality Committee.

Session 32
3:00 pm – 4:00 pm

Chicago Ballroom IX
Engaging the Community Beyond Sunday

Speaker: Paul Goldsworthy
Sales Engineer
ACS Technologies/Parish Data System
Peoria, Arizona

Moderator: Rock Beharry
ICSC Conference Team
New York, New York

An engaged community is a strong community. This session will focus on ways to reach your parishioners outside of the 60 minutes they spend at Mass on Sunday. Learn how to enable a stronger community, what challenges you might face, and how to overcome them.

Mr. Paul Goldsworthy

Paul Goldsworthy has been working professionally with churches since 1988. He began consulting in Florida and was helping churches integrate technology with their ministries. In 1994 he joined the team at Parish Data System (PDS) in Phoenix, Arizona. Over the years he has engaged in technical support, training, documentation, programming, project management, and product management. In 2004 ACS Technologies purchased PDS. He is currently a sales engineer for Realm. He lives in Peoria, Arizona with his wife, Cheryl.

Session 33
3:00 pm – 4:00 pm

Chicago Ballroom VIII
Move on Down the Road – How to Move your Parish from Maintenance to Mission

Speaker: Barbara Vite
Director of Parish Stewardship
Archdiocese of Milwaukee, Wisconsin

Moderator: Schuyler Kleinpeter
Stewardship and Advancement Director
St. Pius X Catholic Church
Lafayette, Louisiana

Facing declining Mass attendance, fewer and fewer volunteers and dwindling offertory collections, many parishes get excited about simply maintaining the status quo. Focusing only on keeping our heads above water today is a recipe for sure decline tomorrow. This session will offer a roadmap of practical steps grounded in intentional discipleship and informed by stewardship best practices designed to reinvigorate your parish community.

Ms. Barbara Vite

As parish stewardship director for the Archdiocese of Milwaukee since 2007, Barbara Vite assists parish leadership groups in 197 parishes in their efforts to educate and inspire their communities about the concept of true stewardship. She works with pastoral councils, finance councils and stewardship commissions to develop plans and create resources to build spiritually vibrant, therefore financially secure, parishes.

Ms. Vite entered church ministry after a long career in public relations and marketing. Several of her feature articles were published in domestic and international trade journals and she has scripted award winning public service announcements.

In 2001, she joined the staff of St. Mary Parish in Menomonee Falls, Wisconsin as director of parish stewardship and school development. In 2006, she spearheaded the parish Faith First stewardship initiative, which resulted in double-digit increases in volunteer participation and financial support. St. Mary Parish was recognized at the 2007 ICSC conference for this effort

Session 34
3:00 pm – 4:00 pm

Sheraton Ballroom III
Strengthening Parish Engagement through Nonprofit Leadership Practices

Speaker: Ana-Cristina Gonzalez
Chief Operations Officer
Saint William Catholic Church
Round Rock, Texas

Moderator: Linda Maccarone
Director of Parish Mission
St. Mary Catholic Church
Royal Oak, Michigan

The Church today operates very differently than the times of one pastor and one administrator. Saint William in Round Rock employs more than 50 people on 30 acres of property with over 7,000 families. To manage all aspects of parish life, they adopted nonprofit leadership practices and structure that transformed the life of the parish and its staff. Come and learn from the COO on how this all came to be: the good, the great, and the heartache.

Ms. Ana-Cristina González

Ana-Cristina Gonzalez is chief operations officer for Saint William Catholic Church in Round Rock, Texas. With over 7,000 registered families, 30 acres of property, 50 plus staff, she oversees the day-to-day operations of the largest parish in the Diocese of Austin.

In 2015, with a new building under construction, Saint William underwent a major structural change. The pastor decided to move towards a chief operations officer model that would oversee the daily operations of the parish. Because of the size of the parish, the traditional parish model was not sufficient for the level of work taking place. Ms. Gonzalez was the first woman, and first Hispanic, chief operations officer in the Diocese of Austin.

Ms. Gonzalez holds a bachelor’s degree in human development and family sciences from the University of Texas at Austin, as well as a master’s degree in communication and leadership studies from Gonzaga University.

Session 35
3:00 pm – 4:00 pm

Ontario
La Generosidad Más Allá de las Paredes de la Parroquia/Generosity Beyond Parish Walls

Speaker: Reverend Leo Perez, O.M.I.
Director
USCCB, Colección para la Iglesia en América Latina
Washington, DC

Speaker: Marilyn Santos
Directora asociada
USCCB, Secretaría de Evangelización y Catequesis
Washington, DC

Moderator: Coni Perez
Equipo de la Conferencia ICSC
Houston, Texas

Esta sesión explorará cómo el ejercicio de la corresponsabilidad en nuestra parroquia y comunidades locales nos transforma en discípulos misioneros: participantes activos en los esfuerzos misioneros de la Iglesia en todo el mundo. El personal de las Oficinas de Evangelización y Catequesis y Colecciones Nacionales de USCCB lo guiará a través de estrategias claves y métodos de participación que resuenan con los feligreses, incluidos los adultos jóvenes. Venga y comparta maneras en que podemos trabajar en colaboración para celebrar la obra de Dios y la generosidad de los feligreses. Juntos, podemos inspirar generosidad y solidaridad más allá de los muros de nuestra parroquia.

This session will explore how exercising stewardship in our parish and local communities transforms us into missionary disciples: active participants in the Church’s missionary efforts around the world. Staff from the USCCB Offices of Evangelization and Catechesis and National Collections will walk you through key strategies and methods of engagement that resonate with parishioners including young adults. Come and share ways we can work collaboratively to celebrate God’s work and parishioners’ generosity. Together, we can inspire generosity and solidarity beyond our parish walls.

The Reverend Leo Perez, O.M.I.

Father Leo Perez, O.M.I. is director of the United States Conference of Catholic Bishops Collection for the Church in Latin America. His previous ministry was with the Pontifical Mission Societies in New York City. He has a doctorate in moral theology from the Gregorian University and was a professor for 24 years at Oblate School of Theology in San Antonio, Texas where he was also director of the Oblate Lourdes Grotto. A native Texan, his first assignment was four years in the Pastoral Juvenil of the Archdiocese of Puebla, Mexico.

Reverendo Leo Pérez, O.M.I.

El Padre Leo Pérez, O.M.I. es director de las Colectas para la Iglesia en América Latina de la Conferencia de Obispos Católicos de Estados Unidos. Su ministerio anterior fue la Pontifical Mission Societies en New York City. Tiene un Doctorado en Teología Moral de la Universidad Gregoriana y durante 24 años fue profesor en la Oblate School of Theology en San Antonio, Texas, donde fue también director del Oblate Lourdes Grotto. Nació en Texas, su primera responsabilidad fue desempeñada durante cuatro años en la Pastoral Juvenil de la Arquidiócesis de Puebla, México.

Ms. Marilyn Santos

Marilyn Santos is the associate director of the Secretariat of Evangelization and Catechesis at the United States Conference of Catholic Bishops. She previously served as the director of mission education in the National Office of the Pontifical Mission Societies in the United States. She has held leadership positions in youth, young adult and cultural diversity ministries in the Archdiocese of Atlanta, and the Dioceses of Brooklyn, New York and Metuchen, New Jersey. Ms. Santos served as the president of La RED – the National Catholic Network de Pastoral Juvenil Hispana and as a consultant for the USCCB Secretariat on Laity, Marriage, Family & Youth. She served as a VIDES-Salesian Sisters Missionary in Ecuador.

Srta. Marilyn Santos

Marilyn Santos es directora asociada de la Secretaría de Evangelización y Catequesis en la Conferencia de los Obispos Católicos de Estados Unidos. Anteriormente sirvió como directora de educación para la misión en el National Office of the Pontifical Mission Societies en los Estados Unidos. Ha ocupado cargos de liderazgo en los ministerios, juvenil, de adultos jóvenes, y diversidad cultural en la Arquidiócesis de Atlanta y en la Diócesis de Brooklyn, New York y Metuchen, New Jersey. La Srta. Santos sirvió como presidenta de La Red, la National Catholic Network de Pastoral Juvenil Hispana y como asesora para la secretaría sobre el Laicado, el Matrimonio, la Familia y la Juventud, de la USCCB. Ha servido como VIDES- Hermanas Salesianas Misioneras en Ecuador.

Session 36
3:00 pm – 4:00 pm

Superior
One-to-One Fundraising: Using Personalization to Improve Your Annual Appeals

Speaker: Theresa Aide
Sales Representative
Suttle-Straus
Waunakee, Wisconsin

Speaker: Karen Wenning
S4 Marketing Resource Center

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

Making a personal connection with your parishioners is an effective way to influence their participation in appeal campaigns. Through use of targeted messaging, images and donation amounts, your campaign can better resonate with individuals. This session will demonstrate how using your data can change campaign materials from a “one-size-fits-all” approach, to a “tailor-made” catalyst for giving. Sharing takeaways from 20-plus years of mail projects will show how effective and easy a targeted approach can be.

Ms. Theresa Aide

Theresa Aide has almost 30 years of experience in print and mail services, and coordinates large appeal projects for nonprofits like the Diocese of Madison, Diocese of La Crosse and the University of Wisconsin Foundation. Her previous role as a customer service representative working closely with production means she has a detailed knowledge of best practices.

Karen M. Wenning

Karen M. Wenning has spent the last 24 years in the marketing communications industry. After graduating from the University of Wisconsin, Madison she spent 12 years at an advertising agency working with luxury brands where she developed a passion for marketing supply chain management, advertising production and integrated marketing program development. In 2008 she joined the Suttle-Straus team serving roles in marketing and sales, growing several nonprofit clients in the education vertical. Currently, she champions the S4 Marketing Resource Center technology platform delivering an unfair advantage to companies with a distributed marketing network.

Session 37
3:00 pm – 4:00 pm

Erie
Building Endowments into Capital Campaigns

Speaker: Kevin Lynch
President
Lynch Development Associates
Centerport, New York

Moderator: Laurie Whitfield
Vice President, Marketing and Stewardship
Lynch Development Associates
Centerport, New York

Many dioceses and parishes are asking the question, “How do we get more people to attend Mass?” While this question is being posed across the board and the answer is multifaceted, study results show that there is one very strong component to answering this question – a strong Catholic education. This session will explore how to direct your efforts in order to slow and perhaps reverse this growing trend.

Mr. Kevin Lynch

Kevin Lynch is the founder and president of Lynch Development Associates (LDA) of Centerport, New York. Celebrating 25 years as a Catholic consulting firm, LDA has 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.

He has served ICSC as a member of its 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 in Huntington, New York.

Session 38
3:00 pm – 4:00 pm

Huron
Leveraging Seminars and Professional Advisors to Obtain Planned Gifts

Speaker: Kimberly Jetton, CFRE
Director of Planned Giving
Archdiocese of Los Angeles, California

Moderator: Alma Benitez
Director of Stewardship and Development
Diocese of Yakima, Washington

Grow your planned giving outreach through estate planning seminars and professional advisors in a budget-friendly way. Over 70% of Americans do not have an estate plan, so help your stakeholders learn about planning while encouraging bequests for your ministry. Learn how to get attendees, what to present and how to encourage legacy gifts with estate attorneys and financial advisors.

Ms. Kimberly Jetton, CFRE

Kimberly Jetton serves as the director of planned giving for the Archdiocese of Los Angeles, which is the largest archdiocese in the United States and the fourth largest in the world. She has over 20 years’ experience in advancement, with a concentration on planned gifts. Her areas of expertise include estate planning as it pertains to charitable giving and tax benefits, charitable gift annuities, endowments and charitable trusts. She and her team have developed the flagship planned giving program for dioceses across the country and have secured over $70 million in planned gifts for parishes, schools and ministries.

Ms. Jetton is a Certified Fundraising Executive (CFRE), holds a master’s degree in nonprofit management from Regis University and a bachelor’s degree from the University of Arizona. In addition to her position at the archdiocese, she is an extension faculty member at Loyola Marymount University, a faculty member for the National Catholic Planned Giving Conference, and has served in a variety of leadership and board positions in support of nonprofits during her career.