Location: Regency VII

After a few days of conference sessions, are you wondering what your next steps should be to begin (or continue) stewardship efforts in your parish? This panel of parish professionals will answer this and other questions from attendees on all areas of parish stewardship!

Panelists:
Larry Cadorniga
Pastoral Associate for Stewardship
St. Joseph Catholic Church
Vancouver, Washington

Melinda Gunn
Stewardship Coordinator
Blessed Trinity Catholic Church
Ocala, Florida

Pat Spivey
Pastoral Associate for Administration and Stewardship
St. Pius X Catholic Church
Greensboro, North Carolina

Facilitator: Mark Clark
Director of Stewardship and Development
Diocese of Honolulu, Hawaii

Larry Cadorniga  is an alumnus of Georgia Tech in Atlanta, Georgia, with a bachelor’s degree in electrical engineering. He spent ten years in telecommunications with Corning Cable Systems in Hickory, North Carolina. After several years in the corporate world, he became the youth director at St. Aloysius Catholic Church in Hickory, where he led Life Teen, a high school youth ministry, and the young adult ministry. In August 2005, he moved with his wife, Amy, to Vancouver, Washington and took on the role of pastoral assistant for youth ministry at St. Joseph Catholic Church. In 2010, the pastor, Father Gary Lazzeroni, invited him to lead the efforts as pastoral assistant for stewardship in the areas of time, talent and treasure. Mr. Cadorniga facilitates Living Your Strengths classes in helping fellow parishioners discover their God-given talents and develop their top five Signature Themes. He and Amy have three children. One of his favorite quotes is“Seeking Christ in others; we find Christ in ourselves.” His top five Signature Themes are: Connectedness, Analytical,Arranger, Deliberative, and Individualization.

Melinda Gunn has been the director of stewardship at Blessed Trinity Catholic Church in Ocala, Florida for the last five years. Her responsibilities range from handling weekly and special collections to running the annual Day of Reflection and Parish Leadership Dinner. Blessed Trinity has been a stewardship parish for the last 29 years and during her time there she has traveled to many parishes in Florida as well as other states, speaking on the topic of stewardship and how to make it “a way of life” as they have done at Blessed Trinity. She lives in Ocala, Florida where she has three children and two grandchildren.

Pat Spivey is pastoral associate for administration at St. Pius the Tenth in Greensboro, North Carolina. St. Pius is a parish of almost 1,900 families which has seen much growth in the past ten years both in the number of parishioners and facilities. She and her husband of 49 years, Glenn, have three sons and one granddaughter. She has served in many parish ministries, commissions and councils, also participating on the Diocese of Charlotte stewardship committee and the Our Sunday Visitor customer advisory panel. The pastor of St. Pius the Tenth, Monsignor Anthony Marcaccio, hired her 17 years ago as a pastoral associate for administration which included coordinating the parish’s stewardship efforts. St. Pius the Tenth has won several ICSC awards including the Archbishop Thomas J. Murphy Award for parish stewardship excellence in 2009. In addition to her administration and stewardship duties, she is also involved with several other parish ministries including StrengthsFinders, Newcomers, Socials and Hospitality, and Communications.

Location: International North

Go and Set the World On Fire: Using the Secular Sciences to Synergistically Turbocharge the Effectiveness of All Your Stewardship/Development & Ministry Efforts

In this session, Dr. Locey will discuss her recent doctoral research project and dissertation which was approved by The Catholic University of America. Inspired by Vatican II,“…sufficient use must be made not only of theological principles, but also of the findings of the secular sciences…”, the findings and implications of this study have the potential to revolutionize and transform the fields of development, stewardship and ministry in the Catholic Church – radically increasing their effectiveness.

Speaker: Dr. Lois Locey
Pastoral Associate for Administration and Stewardship
St. Mary Magdalen Parish
Altamonte Springs, Florida

Moderator: Melissa Findley
Steward for Time, Talent and Evangelization
St. Mary Magdalen Parish
Altamonte Springs, Florida

Dr. Lois Locey has over 25 years of full-time experience serving the Catholic Church as a ministry leader from both a parish and diocesan perspective and as a world-wide consultant. She is best known for her creative ideas on stewardship/development, evangelization and Church growth, balancing the theoretical with the practical. She currently serves as the pastoral associate for administration and stewardship at St. Mary Magdalen Parish in Altamonte Springs, Florida, where she is responsible for developing a holistic vision of year-round stewardship and serves as both COO and CFO. At each of the parishes where she has served, Dr. Locey has received an award from ICSC for having the most outstanding total stewardship effort and materials in a parish. ICSC also awarded St. Mary Magdalen Parish and St. Michael Parish in Olympia, Washington (her former employer), the Archbishop Thomas J. Murphy Award, which is presented to the parish that best exemplifies stewardship-in-action. She was part of the inaugural ICSC Stewardship Institute in Australia, where she worked with over 17 dioceses and parishes. Dr. Locey is also a long-time member of the National Association of Catholic Personnel Administrators. She served as the project manager to author a book for ICSC of best practices collected from all over the world with a myriad of samples on a CD titled: Keeping Stewardship Alive: Proven Stewardship Ideas. She co-authored ICSC’s Children’s Stewardship Manual. Dr. Locey holds a doctorate of ministry focusing on pastoral leadership, stewardship/development and church growth from The Catholic University of America, a master’s degree in pastoral ministry from Gonzaga University, a master’s degree in public administration specializing in nonprofit management from the University of Washington, Seattle, and a CFRM in fundraising management from the Indiana University School of Philanthropy.

Location: Regency VI

These panelists will discuss how stewardship, as outlined in the bishops’ pastoral letter, Stewardship: A Disciple’s Response, has impacted the Church, and is still forming parishioners in parishes around the globe…from the Philippines to the United Kingdom, and South America to Canada.

Panelists:
Rock Beharry
Director of Stewardship, Development and Pontifical Mission Societies
Diocese of Georgetown
Guyana, South America

Jose Clemente
Executive Director
Socio Pastoral Institute
Archdiocese of Manila, Philippines

Teresa Keogh
Advisor for Stewardship
Archdiocese of Southwark
United Kingdom

Michael Murphy
Executive Director
ICSC
Dearborn Heights, Michigan

Moderator: Vito Napoletano
President Emeritus, ICSC
Orlando, Florida

Rock Beharry has attended ten ICSC conferences, from 2007 to 2016, and has been diocesan director for stewardship and development in the Diocese of Georgetown, Guyana from 2007 to present. He is serving his second term on the ICSC board of directors representing the dioceses of the Antilles (Caribbean) Episcopal Conference (AEC). Although he began working with his home diocese in 2007, he has been active in parish and diocesan ministries for over 20 years. In addition to organizing stewardship within the wider AEC, Mr. Beharry is a member of the Antilles Canon Law Society and a diocesan director of Pontifical Mission Societies. Born in Georgetown, Guyana, Mr. Beharry holds an advanced diploma in project management, certificates in religious studies, and has recently completed studies for a graduate diploma in ecclesiastical administration.

Jose Clemente is the executive director of the Socio-Pastoral Institute (SPI), a faith-based organization founded by Catholic priests and religious from several religious congregations who came together to promote a renewal of Church and society in the Philippines. SPI is located in Quezon City, in metropolitan Manila. Among its many pastoral activities, SPI promotes the spirituality of stewardship and the building of disaster resilient communities in local churches as it addresses the issues of material and spiritual poverty in the Philippines. Mr. Clemente is also a filmmaker who has experience in the fields of documentary production and photography. He has produced over 50 video documentaries and has won several awards from prestigious awardgiving bodies in the Philippines. Mr. Clemente was formerly involved with Asian Rainbow, an organization that promoted cultural and religious dialogue among religious leaders in South and Southeast Asia. Today he is the treasurer of the Association of Christian Institutes for Social Action which trains young men and women working in the 40 ACISCA-affiliated Christian institutes around Asia to confront the critical and emerging issues of our times. Mr. Clemente is also a member of the ICSC board of directors.

Teresa Keogh is advisor for stewardship in the Archdiocese of Southwark in London, England and holds the ICSC board of directors seat for Region XX. 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 travelled 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.

Michael Murphy is the executive director of the International Catholic Stewardship Council. He has provided leadership in Christian stewardship formation and institutional Catholic philanthropy for more than 20 years. He established the development office for the Archdiocese of Detroit in 1994 and served as its director as well as that of the Archdiocese of Detroit Endowment Foundation until 2007. As a result of his own research and theological reflection on Christian stewardship, Mr. Murphy and his team developed a comprehensive manual for introducing parishes to stewardship. Now in its second printing, Called by Christ, Gifted by the Spirit, has enjoyed much success among parishes and dioceses in the United States, Canada, the United Kingdom and, in its Spanish-language version, in parts of Latin America. Mr. Murphy’s team assisted the archbishop of Detroit in securing funds, both for the archdiocese and for Catholic institutions internationally, in an aggregate amount of $645 million over a span of 14 years. This included a $100 million archdiocesan endowment fund, the largest of its kind in the mid-90s; a $27.4 million scholarship fund for inner-city Catholic school children; and $352.6 million in archdiocesan annual appeal funds. The appeal itself yielded an average $30.2 million per year in funding over a nine-year period. It remains the largest diocesan annual appeal in North America. A native Tennessean, Mr. Murphy was a practicing attorney who specialized in the areas of litigation, and probate and estate planning. He was an instructor in insurance law and decedent’s estates for those preparing to become certified life underwriters and financial planners at the American College of Insurance and Tax Institute in Bryn Mawr, Pennsylvania. He studied in the divinity program at the University of Notre Dame, where he also earned a master’s degree in systematic theology.

Location: International South

These seasoned parish business administrators will answer lingering questions you brought with you to the conference, as well as any that popped up while you were here. Their experiences cover a wide range of parish demographics to ensure no one will leave with an unanswered question.

Facilitators:
Linda Maccarone
Stewardship Coordinator
St. Mary Catholic Church
Royal Oak, Michigan

Jim Mackey
Business Manager Emeritus
Richmond Catholic Community
Richmond, Indiana

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

Moderator: Pat Joyce
Director of Administration
Holy Name of Mary Parish
San Dimas, California

Linda Maccarone is coordinator of stewardship at St. Mary Catholic Church in Royal Oak, Michigan. She has more than sixteen years work experience in parish administration and stewardship. Ms. Maccarone earned her master’s degree in church management from Villanova University in 2011 and also studied at Sacred Heart Major Seminary (SHMS) in Detroit. She is currently an adjunct professor at SHMS teaching parish leadership. Ms. Maccarone has served on the national advisory committee for the Emerging Models of Pastoral Leadership Project for business managers and finance councils and is currently a member of the Tri-County Business Managers Association in the Archdiocese of Detroit. She also has served on the board of directors for the Shelby Community Foundation in Shelby Township, Michigan, the SHMS Alumni Association and Friends of Foster Kids. She serves as the Michigan director for the ICSC conference leadership team. She lives with her husband, Ralph, in Shelby Township, Michigan and has three children and one grandchild.

Jim Mackey was the director of stewardship and development and business manager for the Richmond Catholic Community for more than 19 years until his retirement this past June. Under his direction and Father Todd Riebe’s leadership, the Richmond Catholic Community, comprising the parishes of Holy Family, St. Andrew and St. Mary parishes opened Seton Catholic High School in 2001. His lifelong service to the church includes that of Confirmation catechist, lector, extraordinary minister of the Eucharist and pastoral council chairperson. Jim and his wife, June, have three grown sons and seven grandchildren.

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 n 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.

Location: Learning Center

Las Experiencias de la Corresponsabilidad en Nuestra Parroquia – Panel de Discusión / Our Parish Stewardship Experiences: A Panel Discussion

Los Panelistas darán un breve antecedente de cómo inició la corresponsabilidad en sus parroquias, y responderán las preguntas de los asistentes a la sesión sobre un amplio rango de temas de la corresponsabilidad, ya sean preguntas de origen básico o avanzado en la corresponsabilidad.

The panelists will give a brief background of how stewardship began in their parishes, and answer questions of the session attendees on a wide range of stewardship topics whether the questions are basic or advanced in nature.

Panelists:
Myrtha Diaz-Medina
Moderadora, Consejo Pastoral Parroquial
Espíritu Santo Catholic Church
Toa Baja, Puerto Rico

Coni Perez
Parish Stewardship Consultant
ICSC
Houston, Texas

Reverend Victor Reyes
Pastor Our Lady of LaSalette Catholic Church
Canton, Georgia

Myrtha Diaz-Medina holds a degree in nursing from the Catholic University of Puerto Rico and a master’s degree in nursing and post-graduate certificate in gerontology from the University of Puerto Rico. She has practiced as a general duty nurse and as a faculty member at the University of Puerto Rico’s School of Nursing where she has also occupied various faculty and administrative positions. She has served as president of the Puerto Rico professional nursing organization. Since 1966 Ms. Diaz-Medina has been a member of the Espíritu Santo Parish in Toa Baja, Puerto Rico. Since 2005 she has been a member of the parish stewardship committee and in 2008 became a member of the Archdiocese of San Juan stewardship committee which promotes stewardship in the 142 parishes of the archdiocese. In 2012, she became a member of the ICSC board of directors representing Puerto Rico. She speaks on stewardship in her own parish as well as in the archdiocese.

Coni Perez, a long-term parishioner at St. Luke the Evangelist and former director of stewardship, actively worked in the parish helping to maintain stewardship awareness. During her years at St Luke, she has participated in many parish ministries and is always inviting others to become involved. St. Luke the Evangelist was honored in 2004 as the winner of the ICSC Archbishop Thomas J Murphy Award for its long-term commitment to stewardship as a way of life. After a career with General Motors, Coni has worked as a training and quality consultant in customer service skills with companies across the nation. Currently, she works with parishes and dioceses to establish or enhance their stewardship programs and speaks at stewardship conferences and webinars. She has served on the customer advisory panel on stewardship for Our Sunday Visitor, the stewardship networking group in the Archdiocese of Galveston-Houston and on both the parish stewardship and education services and conference planning committees for ICSC.

Location: Hanover E

The board’s role in advancement is critical to the success of fundraising, enrollment, marketing and much more. As both the chief development officer for a foundation that oversees Catholic education and the board chair of a Catholic elementary school, Jim will share his experiences of working with boards to leverage greater giving, finding new resources and bringing the full potential of a board to benefit the mission of your school.

Speaker: James Friend
Chief Development Officer
Faith in the Future Foundation
King of Prussia, Pennsylvania

Moderator: Karin Hurley
Stewardship and Development Coordinator
St. John the Baptist Catholic Church
Draper, Utah

Mr. James Friend – As the first chief development officer for the Faith in the Future Foundation (FIF), Jim Friend provides oversight and direction for all fundraising for FIF and for the development offices at the 17 Catholic high schools and four special education schools in the Archdiocese of Philadelphia. By creating new resources, training programs and setting new standards at the central office, the high school system has doubled the fundraising results as a system and increased donor participation since 2012. In 2017 Mr. Friend began “Advancing Our Church”, a Catholic stewardship, leadership and advancement podcast featuring lay and religious leaders impacting the Church, (advancingourchurch.com). Mr. Friend began his career in parish ministry, served the Diocese of Allentown as secretary for stewardship and development, and was director of the church division at Ruotolo Associates. He has offered numerous training sessions for parishes, schools, dioceses, the National Catholic Education Association and ICSC on development, enrollment, stewardship, social media, board/committee training and much more. Mr. Friend graduated with a bachelor’s degree from West Chester University in West Chester, Pennsylvania, and earned a master’s degree in English and publishing from Rosemont College in Rosemont, Pennsylvania. He and his wife Kristin and their three children live in the Lehigh Valley in Pennsylvania.

Location: Hanover AB 

Handout:

Using Your Donor Data with Confidence

Stewardship and development teams work each year on the bishop’s annual appeal. This session will provide simple steps which unveil actionable donor stories and segments, create basic marketing strategies that will decrease risk, and improve efficiency, keys to boosting confidence in reaching and surpassing annual appeal goals! Be enthused about your data! Techniques will be shown to make data fun and exciting, using a few simple tools.

Speaker: Kathy Dalsaso
Chief ROI Officer
ROI Dataworks
Golden, Colorado

Moderator: Kathy Waldrep
Associate Director of Stewardship and Development
Diocese of Lafayette, Indiana

Kathy Dalsaso is the cofounder and president of ROI Dataworks Inc., and ROI Links LLC. Prior to starting ROI Dataworks, she worked as vice president marketing strategy and analysis for a direct marketing agency in Chicago, Illinois. Her clients benefit from her variety of experiences in the direct marketing field. Ms. Dalsaso has worked with a vast number of industries, from Fortune 100 to small niche companies, including banks, airlines, universities and most notably nonprofits which include Catholic dioceses, Catholic Charities agencies, Redemptorists, AIDS Foundation, American Cancer Society, McCormick Foundation, and Humane Society. Data analytics is the cornerstone of Ms. Dalsaso’s success. She holds a bachelor’s degree in marketing with a minor in economics from the University of Colorado, Boulder, and a master’s degree in hotel administration from the University of Nevada Las Vegas, specializing in revenue management / finite inventory analytics. She speaks about data at both national and regional DMA events and as an instructor for Database Marketing for the Rocky Mountain Direct Marketing Association.

Locatin: Hanover D

The explosion of #iGiveCatholic on #GivingTuesday has proven that innovation can engage donors throughout the universal Church. #iGiveCatholic is growing from a oneday campaign to a capacity building initiative for Catholic parishes, schools and ministries. Learn about survey data and stories from participants, as well as donors themselves, which challenge our current beliefs about Catholic generosity. From universities to rural parishes, learn how to join this bishop-led movement as we transform the Catholic charitable landscape.

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

Speaker: Cory Howat
Executive Director
Catholic Foundation
Archdiocese of New Orleans, Louisiana

Moderator: Glenda Seipp
Annual Giving and Stewardship Services
Director Diocese of Helena, Montana

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.

Cory Howat is the executive director of The Catholic Foundation for the Archdiocese of New Orleans. A native of New Orleans, Mr. Howat resides there with his wife and four children. He holds a bachelor’s degree in marketing from Mississippi State University and a master’s degree in philanthropy and development from St. Mary’s University in Minnesota. Mr. Howat and an associate established the Smoothie King franchises in the Las Vegas valley, motivating him to take some of the entrepreneurial expectations of the business industry into the nonprofit sector. He served as the executive director for Boys Hope Girls Hope for over nine years, including the rebuilding of the organization following Hurricane Katrina. Cory has experience as a major gifts officer and as a director of institutional advancement. He served for three years as the director of stewardship for the Archdiocese of New Orleans before moving into the leadership development role of that office this past year. He also led an initiative to build an innovative parish curriculum, Encountering Christ, which guides parishes from discipleship into full Christian stewardship. Mr. Howat was a part of the team to create and launch #iGiveCatholic, the first-ever day of online Catholic giving in the United States.

Location: Hanover C

This is a popular, “open-ended” session dedicated to exploring ideas learned during the conference, posing questions and generally debriefing with colleagues.

Facilitator: Thomas Scholler
Associate Director, Development and Stewardship
Archdiocese of Detroit, Michigan

Tom Scholler is the associate director of development and stewardship of the Archdiocese of Detroit. He co-authored the archdiocese’s manual on parish Christian stewardship education, Called by Christ, Gifted by the Spirit. He is the author of The Disciple’s Legacy, the archdiocesan newsletter on stewardship, estate planning and planned charitable giving, and produced the archdiocese’s manual for parish seminars on wills awareness and planned charitable giving. He is on the board of directors of the newly established archdiocesan foundation, The Catholic Foundation of Michigan. Mr. Scholler graduated with an accounting degree from Ferris State University, and from the University of Michigan Law School. He was a partner in the tax division of Arthur Andersen & Co. in Detroit and Grand Rapids, and then was Of Counsel with the Grand Rapids law firm Smith, Haughey, Rice & Roegge. He has served as president of the Financial and Estate Planning Council of Metropolitan Detroit and of the Planned Giving Roundtable of Southeast Michigan. He is also secretary and chair of the audit committee on the board of directors of the Ferris Foundation. Mr. Scholler and his wife, Marcia, are members of Our Lady of the Lakes Parish in Waterford, Michigan.

Location: Hanover FG

The key to sustainability for churches moving into our changing culture is electronic giving. Learn how data from over 20,000 churches is helping guide fellow parishes in understanding how simple, modern e-Giving options can help Catholic churches strengthen and grow financial stewardship. Strengthen your parish by streamlining the acceptance, processing, tracking and reporting of weekly offerings, capital campaigns, special appeals, tuition, memorials and more.

Speaker: Mardi Leese
Catholic Enterprise Account Manager
Vanco Payment Solutions
Bloomington, Minnesota

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

Mardi Leese leads the Catholic sales effort for Vanco Payment Solutions, the largest provider of electronic giving and payment solutions designed especially for faithbased organizations. She builds relationships with archdioceses and dioceses, partnering with them to present e-Giving as a way churches can effectively manage and grow financial stewardship. Ms. Leese has a deep understanding of Catholic organizations from her almost ten years atVanco. She holds a bachelor’s degree in elementary education from DePauw University in Indiana, and continues to tutor students.