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Wednesday, September 27
 

2:00pm

Everyone Communicates Few Connect

Have you ever wondered why you have more success with some donors than others? Why no one else can see your vision for your organization? Does it seem as if no one is listening to what you are saying?

Maybe they aren’t…because you aren’t connecting when you communicate.

“Connecting is the ability to identify with people and relate to them in a way that increases your influence with them,” says leadership expert John C. Maxwell

Everyone Communicates, Few Connect covers Five Principles and Five Practices. When integrated and applied, these lessons will help increase your influence and redefine your personal and professional relationships.

This session emphasizes the importance of connecting with people in order to succeed in any area of life.  Douglas Watson is a member of The John Maxwell Team and is an Independent Certified, Coach , Teacher & Speaker

Objectives
1. Learn to communicate in a way that connects with others.
2. Learn how to identify with people and relate to others in a way that increases your 
     influence with them.
3. Learn to connect and improve your relationships, experience less conflict, and get
     more things done.

Moderators
RH

Rick Heist, CFRE

Executive Director, Our Lady of Victory Homes of Charity

Speakers
avatar for Douglas Watson

Douglas Watson

Executive Director, City of St. Jude
Douglas Watson is a lifelong member of The City of St. Jude family. He was born at St. Jude Catholic Hospital, graduated from St. Jude Educational Institute in 1973 and is a member of The City St. Jude Parish. He earned a Bachelor of Science degree in Management and an MBA from the... Read More →


Wednesday September 27, 2017 2:00pm - 5:00pm
Marriott Grand 12
 
Thursday, September 28
 

10:00am

Engaging Donors in Pope Francis' Challenge to be Missionary Disciples
Pope Francis challenges all Catholics to embrace their baptismal call to be missionary disciples. Beyond merely "writing the check," better engage donors and supporters in connecting their own missionary call to your Church organization through formation, spiritual development and immersion experiences. Drawing on Maryknoll's international experience and Pope Francis's "Joy of the Gospel," this workshop will explore concrete ways of involving the donor at a deeper level of missionary discipleship.


Speakers
avatar for Deacon Matt Dulka

Deacon Matt Dulka

Associate Director for Church Engagement / Mission Education, Maryknoll Fathers and Brothers
Matt Dulka is a permanent deacon for the Oakland Diocese and for over 20 years has been in full time ministry with the Maryknoll Fathers and Brothers promoting mission. As the Associate Director for U.S. Church Engagement, Matt coordinates Maryknoll’s mission education and promotion... Read More →
avatar for Fr. Robert Jalbert, MM

Fr. Robert Jalbert, MM

Position Director, US Church Engagement, Maryknoll Fathers and Brothers
Bob Jalbert, M.M. is a Maryknoll missionary priest who has served in mission in Kenya and Tanzania for 18 years as well as in various administrative, formation, and leadership ministries in the U. S. for 26 years. Bob has been assigned since 2003 to Maryknoll’s Mission Education... Read More →


Thursday September 28, 2017 10:00am - 12:00pm
Marriott Grand 12

1:30pm

Exhibitor Showcase Classroom - Optimizing, Online Giving, Outsourcing Oh My!
The Exhibitor Showcase Classroom serves as a platform for exhibitors to introduce attendees to new creative and innovative ideas that their company is offering. It could be new technology, software, resources, program, strategy, results of a study, or demonstration workshop.

In this Showcase:
Wonder how to make your job easier? Have a to-do dream list that you don't have time to tackle? Are you dedicating time to understanding how to optimize your data in relation to your communications? If any of these questions intrigued you or if you are looking for answers, this tech session is for you! Design Big Dreams will show the latest in optimization for all digital platforms, online giving outlook for FY '18 and how outsourcing digital strategies can help you tackle the big dreams at your organization.

Exhibitors
avatar for Design Big Dreams

Design Big Dreams

Partner, Design BIG Dreams
Design BIG Dreams combines the digital marketing field with the fundraising field to promote Catholic Missions. We create and maintain your digital plan, from your website to online giving we are the infrastructure to support your big visions and missions. We ensure organizations... Read More →


Thursday September 28, 2017 1:30pm - 2:30pm
Marriott Grand 10

3:00pm

Exhibitor Showcase Classroom -Fundraising in a Mobile World: Fact, Fiction, and Best Practices
The Exhibitor Showcase Classroom serves as a platform for exhibitors to introduce attendees to new creative and innovative ideas that their company is offering. It could be new technology, software, resources, program, strategy, results of a study, or demonstration workshop. Classroom set-up includes computer, projector, and appropriate audio equipment.

In this Showcase:
Over 50% of all web traffic now comes from mobile and tablet devices. How can your organization engage donors and fundraise in a mobile-first world?   Join DonorPerfect’s Vice President of Fundraising Products, Jon Biedermann, to learn the trends and best practices for fundraising in an increasingly mobile-dominated world, and take a deep dive in data insights from more than 1.3 million online gift transactions processed by DonorPerfect in 2016. You will learn how to engage and nurture your constituents through mobile-optimized email, web content, and social media content. You will understand key data insights and benchmarks from actual giving data in 2016, so that you can optimize your fundraising efforts to generate the greatest returns.

Exhibitors
avatar for DonorPerfect Fundraising Software

DonorPerfect Fundraising Software

DonorPerfect organizes all your constituent data in one unified database. It has easy to use constituent relationship management tools for help making smarter timelier decisions that help you raise the most money for your cause.


Thursday September 28, 2017 3:00pm - 4:00pm
Marriott Grand 10
 
Friday, September 29
 

9:15am

Keynote Address - Introducing the “Gerontrophilanthroplutocracy”

All fundraisers know that most bequests and other planned gifts come from individuals of advanced age.  Recent reports reveal other surprising trends regarding the makeup of America’s donor population.  Industry sources are noting that a majority of the largest outright gifts each year are also made by persons over the age of 65.  IRS data underscores the fact that older donors make a disproportionate percentage of charitable gifts and give significantly more than younger donors.  America’s nonprofit community will be increasingly reliant on the senior population as Baby Boomers are entering this phase of life.  This presentation will explore the expected impact of the rapidly growing population of aging Baby Boomers and how they can be expected to dominate the philanthropic landscape over the coming decade in both expected and unexpected ways.


Speakers
avatar for Robert F. Sharpe, Jr.

Robert F. Sharpe, Jr.

Chairman, Sharpe Group
Robert Sharpe is chairman of Sharpe Group, which consults nationwide with leading educational, health, social service and religious organizations and institutions in implementing their major and planned gift development efforts. With offices in Memphis, Washington DC, Atlanta and... Read More →


Friday September 29, 2017 9:15am - 10:15am
Marriott Grand 5-7

11:00am

Cybersecurity: Safeguarding Your Organization and Donors
Is your organization doing everything it can to protect the confidential data of your donors? Are you vetting your vendors to ensure they have the most current and effective security measures in place? Are you conducting regular security audits to make sure your data is safe? Do you have a documented process for data breaches?
If you answered “yes” or “I don’t know” to any of these questions then chances are that your organization is at risk for a cyberattack.
Aegis Premier Solutions CEO, Lori Read, will take you through the latest in cybersecurity news, help you identify your organization’s vulnerabilities and help you develop a strategy to mitigate future risk.

Moderators
PS

Paul Snatchko

Media and Communications Director, Missionary Society of St. Paul the Apostle

Speakers
avatar for Lori Read

Lori Read

CEO, Aegis Premier Solutions
Lori Read is CEO of Aegis Premier Solutions, Aegis Premier Technologies and Aegis Processing Solutions. The trio of companies provide donor management, merchant services and donation processing for non-profits. With more than 27 years of financial and banking experience, Lori is recognized... Read More →


Friday September 29, 2017 11:00am - 12:00pm
Marriott Grand 13

11:00am

Listen for A Change (sesión en español)

Oportunidades que los Hispanos Aportan al Apoyo Económico en la Iglesia Católica

 Miles de hispanos comparten su tiempo y talento semana tras semana en todas nuestras parroquias; sin embargo, el concepto de la corresponsabilidad les resulta ajeno a los inmigrantes de habla hispana.  Los hispanos, aunque voluntariamente satisfacen las necesidades de otros, podrían no responder con la misma voluntad a las colectas directas como una manera de utilizar su tesoro para dar gracias y gloria a Dios. 

Asistan a nuestra sesión “Listen for a Change” y escuchen lo que la Diócesis de San Bernardino ha descubierto sobre las oportunidades que los hispanos aportan al apoyo económico en la Iglesia Católica.

La Diócesis de San Bernardino tiene una larga tradición de acoger y servir a la diversidad cultural, étnica y lingüística de todos sus fieles a la vez que fortalece la unidad de todos como Un Cuerpo de Cristo.  Lo ha hecho proporcionando una formación específica que satisfaga las necesidades de diversos grupos. 

La Oficina de Mission Advancement, encargada de la recaudación de fondos, considera que la evangelización es esencial para la misión de la Iglesia y procura llevar la Buena Noticia de Jesucristo a quienes desean crecer en su relación con Dios.  Dedican sus esfuerzos a brindar formación que fortalezca ese vínculo para los hispanos y personas de todas las culturas.

Opportunities Hispanics Bring to Giving in the Catholic Church

Thousands of Hispanics share their time and talent week after week in all our parishes; however, the concept of stewardship is foreign to Spanish-speaking immigrants.  Hispanics, while willingly meeting the needs of others, may not respond as willingly to direct appeals as a way of using their treasure to give thanks and glory to God.

Join our session “Listen for a Change” and hear what the Diocese of San Bernardino has learned about opportunities Hispanics bring to giving in the Catholic Church.

The Diocese of San Bernardino has a long tradition of welcoming and serving the cultural, ethnic and linguistic diversity of all its faithful while strengthening the unity of the One Body of Christ.  It has done so by providing specific formation that meets the needs of diverse groups.

The Office of Mission Advancement, the fundraising arm, sees evangelization as essential to the mission of the Church and seeks to bring the Good News of Jesus Christ to those who want to grow in their relationship with God. They dedicate effort to providing formation that strengthens that bond for Hispanics and people across all cultures.

 


Moderators
avatar for Miguel Santos

Miguel Santos

Director of Strategic Planning, Diocese of Brownsville
Miguel Santos is an entrepreneurial ministry professional who can pilot significant change.Currently as Director of Strategic Planning for the Diocese of Brownsville, Miguel is responsible for visioning, planning and executing growth strategies for a dynamic and developing diocese... Read More →

Speakers
avatar for Julio Chavez

Julio Chavez

Parish Relations Coordinaror, Diocese of San Bernardino
Julio Chávez nació en la Ciudad de México y llegó a los Estados Unidos a la edad de 13 años.  Cuando era niño, a Julio se le enseñaron los valores de la Iglesia Católica y que seguir a Jesús era la clave para la felicidad.  Julio ha trabajado para la Diócesis de San Bernardino... Read More →


Friday September 29, 2017 11:00am - 12:00pm
Marriott Grand 2

11:00am

Listen For A Change (sesión en inglés)

Opportunities Hispanics Bring to Giving in the Catholic Church

Thousands of Hispanics share their time and talent week after week in all our parishes; however, the concept of stewardship is foreign to Spanish-speaking immigrants.  Hispanics, while willingly meeting the needs of others, may not respond as willingly to direct appeals as a way of using their treasure to give thanks and glory to God.

Join our session “Listen for a Change” and hear what the Diocese of San Bernardino has learned about opportunities Hispanics bring to giving in the Catholic Church.

The Diocese of San Bernardino has a long tradition of welcoming and serving the cultural, ethnic and linguistic diversity of all its faithful while strengthening the unity of the One Body of Christ.  It has done so by providing specific formation that meets the needs of diverse groups.

The Office of Mission Advancement, the fundraising arm, sees evangelization as essential to the mission of the Church and seeks to bring the Good News of Jesus Christ to those who want to grow in their relationship with God. They dedicate effort to providing formation that strengthens that bond for Hispanics and people across all cultures.

 

Oportunidades que los Hispanos Aportan al Apoyo Económico en la Iglesia Católica

 Miles de hispanos comparten su tiempo y talento semana tras semana en todas nuestras parroquias; sin embargo, el concepto de la corresponsabilidad les resulta ajeno a los inmigrantes de habla hispana.  Los hispanos, aunque voluntariamente satisfacen las necesidades de otros, podrían no responder con la misma voluntad a las colectas directas como una manera de utilizar su tesoro para dar gracias y gloria a Dios. 

 Asistan a nuestra sesión “Listen for a Change” y escuchen lo que la Diócesis de San Bernardino ha descubierto sobre las oportunidades que los hispanos aportan al apoyo económico en la Iglesia Católica.

 La Diócesis de San Bernardino tiene una larga tradición de acoger y servir a la diversidad cultural, étnica y lingüística de todos sus fieles a la vez que fortalece la unidad de todos como Un Cuerpo de Cristo.  Lo ha hecho proporcionando una formación específica que satisfaga las necesidades de diversos grupos. 

La Oficina de Mission Advancement, encargada de la recaudación de fondos, considera que la evangelización es esencial para la misión de la Iglesia y procura llevar la Buena Noticia de Jesucristo a quienes desean crecer en su relación con Dios.  Dedican sus esfuerzos a brindar formación que fortalezca ese vínculo para los hispanos y personas de todas las culturas.








Moderators
KD

Kevin Dougherty

Executive Director, The Association of Marian Helpers

Speakers
avatar for David Dolores

David Dolores

Diocese of San Bernardino
David Dolores was born in Buevla, Mexico and came to the United States  early in life with his parents. He is a recent graduate of the University of California in Riverside where he has earned a degree in Accounting. David has worked in the Office of Mission Advancement for 2 years... Read More →


Friday September 29, 2017 11:00am - 12:00pm
Marriott Grand 12

1:30pm

Mercado Hispano Católico: Estrategias Para Mejor Comunicar Nuestra Misión (sesión en español)

Esta presentación abundará en lecciones aprendidas después de crear estrategias para comunicar nuestra mission al pueblo católico hispano.  Compartiremos iniciativas que fueron exitosas, y otras que no, pero nos ayudan a mejorar nuestros esfuerzos  para mercadear nuestro ministerio de oración y obras misioneras  marianistas en EEUU, y en otras partes del mundo.

 

Note:

The English version of this session will be presented on Saturday, September 30 from 1:30 p.m. - 2:30 p.m. in the Hispanic Outreach track

Hispanic Outreach - Lessons Learned and New Realities (sesión en inglés)

Answering the Call from Pope Francis to the US Catholic Bishops with regard to Hispanic ministries and outreach. The Marianist Mission has moved to a second phase is addressing the needs of our Hispanic market.

Objectives
1. Share lessons learned from the Marianist Mission's past year
2. Assessing current realities
3. Invitation to dialogue


Moderators
avatar for Beni Gibson

Beni Gibson

Director of Operations, Trinity Missions

Speakers
avatar for Jessica Gonzalez-Uhlig

Jessica Gonzalez-Uhlig

Hispanic Marketing Manager, Marianist Province of The US
Jessica is the Hispanic Marketing manager at the Marianist Mission, creating and implementing strategies to engage Hispanic Catholics through the Mission’s card and prayer ministry. A 18 year career in higher education that began at the University of Dayton as an admission... Read More →
avatar for Linda Hayes

Linda Hayes

Marianist Mission


Friday September 29, 2017 1:30pm - 2:30pm
Marriott Grand 2

1:30pm

Update on USPS-What’s in Store for Balance of 2017 and Beyond
The current Postal Accountability and Enhancement Act (PAEA) was passed in 2006 and the law required that the Postal Regulatory Commission review the law and determine if it is working and if not how it should be changed.  Additionally Congress has been drafting new legislative to replace the existing PAEA.  Attending this session will help you understand how this may impact your direct mail programs. 
The USPS rolled out its new Informed Delivery program in April 2017. This opt in program allows subscribers to view the mail being delivered to them through daily emails.  Learn what the industry has learned from companies that are early adopters in adding this channel to their marketing mix.
And finally the USPS plans to increase its pricing again in 2018 and the average percentage they announce is rarely the percentage you see. Learn why this is the case and assuming the new prices are published prior to this session learn actually what you might expect in 2018.

Moderators
avatar for Anne Marie Gardiner

Anne Marie Gardiner

Director of Development, Sisters of Charity of New York
Anne Marie Gardiner is the Director of Development for the Sisters of Charity of New York.  She has close to 30 years in Development, working with men and women religious Congregations.  Anne Marie sits on the Board of NCDC and the Seton Associate Advisory Board for the Sisters... Read More →

Speakers
avatar for Steve Colella

Steve Colella

Vice President of Postal Affairs, Calmark Group
Stephen Colella is Vice President Postal Affairs for The Calmark Group.  The Calmark Group located in Bedford Park, IL is a large mail service provider.  The Calmark Group mails in excess of 600 million pieces for its customers.Starting his career in 1973, Mr. Colella has held a... Read More →


Friday September 29, 2017 1:30pm - 2:30pm
Marriott Grand 13

4:15pm

De Visión a Recaudación (sesión en español)

Siendo corresponsables de los recursos de Dios, ¿cómo navegamos desde un proceso de planeación estratégica que resulte en auténtica creatividad y colaboración, hacia un sentido de pertenencia y una visión que inspire la recaudación y el apoyo necesario?   Acompáñenos en este taller interactivo, presentado en español, donde se abordarán algunos de los preceptos básicos de recaudación en un marco de pastoral hispana.

As true stewards of God’s resources, how do we navigate from a process of strategic planning that produces creative collaboration and a real sense of ownership, to crafting a vision statement and a compelling case for support… todo en español?  Join us for this interactive workshop, presented in Spanish, which will discuss some of the basics of development work in a Hispanic ministry setting.

Moderators
avatar for Bill Rondeau

Bill Rondeau

Director of Fundraising, Oblate Missions

Speakers
avatar for Miguel Santos

Miguel Santos

Director of Strategic Planning, Diocese of Brownsville
Miguel Santos is an entrepreneurial ministry professional who can pilot significant change.Currently as Director of Strategic Planning for the Diocese of Brownsville, Miguel is responsible for visioning, planning and executing growth strategies for a dynamic and developing diocese... Read More →


Friday September 29, 2017 4:15pm - 5:15pm
Marriott Grand 2
 
Saturday, September 30
 

10:45am

How to Approach a Hispanic Audience Through Catholic Media

Media in the Spanish-language market has been going through a rough transition in the last few years due to new ways people are resorting to getting their information.

Did you know that out of every 10 minutes a person spends on the internet, four of those minutes are spent on Facebook?

Did you know that YouTube is now competing with primetime television?

In this session you will learn how Radio Claret América has created an innovative media channel to approach HIspanic and Catholic audiences. The goal of the programming is to provide reliable information while at the same time creating Hispanic programs based on a Catholic perspective based on love, hope and faith. Ultimately, this leads listeners to personal growth and empowerment.

Join us and learn all about this project. This is a great way to get involved and become part of this exciting evolution!


Moderators
JG

Jenee Gonzales

Southern Region Development Officer, Marianist Province of the US

Speakers
avatar for Fr. Marcos Cardenas, C.M.F.

Fr. Marcos Cardenas, C.M.F.

Ministry Director, Radio Claret America
Father Marco Cardenas, a Claretian Missionary, has served the Hispanic community in the United States for more than 25 years. Father Cardenas is also the director of Radio Claret America, an online radio station created to cover the needs of Spanish-speaking listeners who desire... Read More →
avatar for Laura Muller

Laura Muller

Radio Host and Influencer, Radio Claret America
Laura Muller serves as host for Noticias Radio Claret America. With a Masters in journalism, Muller not only hosts, supervises and directs the station’s live morning news broadcast, she is also responsible for co-developing the station’s content and programming. Muller has... Read More →


Saturday September 30, 2017 10:45am - 11:45am
Marriott Grand 2

1:30pm

Hispanic Outreach - Lessons Learned and New Realities (sesión en inglés)
Answering the Call from Pope Francis to the US Catholic Bishops with regard to Hispanic ministries and outreach. The Marianist Mission has moved to a second phase is addressing the needs of our Hispanic market.

Objectives
1. Share lessons learned from the Marianist Mission's past year
2. Assessing current realities
3. Invitation to dialogue

Moderators
avatar for Julio Chavez

Julio Chavez

Parish Relations Coordinaror, Diocese of San Bernardino
Julio Chávez nació en la Ciudad de México y llegó a los Estados Unidos a la edad de 13 años.  Cuando era niño, a Julio se le enseñaron los valores de la Iglesia Católica y que seguir a Jesús era la clave para la felicidad.  Julio ha trabajado para la Diócesis de San Bernardino... Read More →

Speakers
avatar for Jessica Gonzalez-Uhlig

Jessica Gonzalez-Uhlig

Hispanic Marketing Manager, Marianist Province of The US
Jessica is the Hispanic Marketing manager at the Marianist Mission, creating and implementing strategies to engage Hispanic Catholics through the Mission’s card and prayer ministry. A 18 year career in higher education that began at the University of Dayton as an admission... Read More →
avatar for Linda Hayes

Linda Hayes

Marianist Mission


Saturday September 30, 2017 1:30pm - 2:30pm
Marriott Grand 2

1:30pm

Implementing a Successful Annual Fund with No Staff
If the pride of a Catholic school is the ability of staff to multi-task due to a lack of personnel, the shame is that the staff doesn't reach out often enough and ask for help of valuable community assets. This session will demonstrate the ability of raising needed funding with no staff. The process has been proven by school and parish leaders who struggle with limited or no spare time. A step-by-step process will be provided to school administrators or pastors to recruit a no-nonsense Development Committee to carry out an effective Annual Giving Program.

Objectives
1. Take away a blueprint of recruiting a Development Committee
2. Take away a step-by-step process for volunteers to implement a successful Annual Fund
3. Take away a timeline that can be implemented by others in a short period of time.

Moderators
ML

Monica Lewis

Annual Catholic Appeal Director, Archdiocese of Seattle

Speakers
avatar for Joseph Langenderfer

Joseph Langenderfer

Executive Director, Catholic Education Foundation
Joe Langenderfer was appointed the first Executive Director for the Catholic Education Foundation of the Diocese of Joliet in June 2011. Joe has worked as a development and foundation administrator for 34 years.  Immediately prior to coming to Northern Illinois, he was the manager... Read More →


Saturday September 30, 2017 1:30pm - 2:30pm
Marriott Grand 10