Experience four intense days of learning, sharing, and fun with friends and colleagues from across America and return home with the wisdom, tools, plans and support you need to advance your program to a whole new level of success.

Centered in our faith and the mission of Catholic education, this experience promises renewed energy and rekindled passion for you and your important work in our Catholic Schools.

The National Enrollment Management Conference for Catholic SchoolsFour days of dynamic learning how to optimize Catholic school elementary and secondary enrollments. Proven strategies to ensure thriving, sustainable school models will be shared in interactive, engaging conference

sessions with emphasis on regional and national trends in enrollment management and marketing.

Key topics will include branding, marketing, recruitment,

communications and retention. Acquire the techniques, tools and strategies to immediately impact your school’s enrollment and strengthen your marketing efforts.

Sponsored by:

National Advancement Summer Institute

for Catholic Schools

PrESENtS thE:

America’s Premier Advancement Experience for Catholic SchoolsBoston, Massachusetts • Sunday, June 12 to Thursday, June 16, 2011

Two Great Conferences — Select One; Learn from Both

S h a r E d C o N f E r E N C E a T T r a C T i o N S• “taste of New England”

Welcoming reception• Evening harbor Cruise• “take Me Out to the Ballgame”

join us for an evening at the home of the Pawtucket red Sox at McCoy Stadium

• Bus trip to the popular Wrentham Outlets

• Guided tour of historic Boston »on the famous “Duck tours”

• Visit to “the Black rose,” Boston’s Favorite Irish Pub

The National advancement Conference for Catholic Schools

™

Topics include• Assessing Your Inquiry/response System• Communications – Personal, Print, Media, Web• Engaging Faculty in recruiting and retention• Engaging Your Parents in Admissions• Enrollment Management for Advancement

Directors• Expanding Your Applicant Pool• Facebook, twitter and More: Social Media

Strategies• Managing Paper, Data and Applicants• Open houses• Positioning/Competing with Other Catholic

Schools• President/Principal role in Enrollment

Management• recruitment and retention Plans• recruitment of Non Catholics• retention Strategies• Student Shadow Programs• the Enrollment Management Funnel• Using technology in Admissions• Welcoming/Engaging Newly Accepted

Families• Your School from the Customer’s Perspective

Who Should attend• Superintendents and Diocesan Leadership

teams• Presidents, Principals, Assistant Principals• Pastors and heads of School • Administrative teams• Directors of: Admissions, recruitment,

Advancement, Communications, Marketing, Athletics, Enrollment Coordinators

• religious Community Leaders• Board Members• Business Managers

Why Should You attend• Catholic, Mission-Centered• Experience and Success Dedicated

Exclusively to Catholic Education• Strategic Solutions for Catholic Schools • People Skills, People Persons• Varied and targeted topics• Education and Entertainment• Instant Network of Friends and Colleagues• It’s About the Experience• Ask Any of our “Our” Alumni• You’ll take home More than You Came With• huge resource Manual• Enrollment Plan to take home

Daily liTurgy

MOrNING thEME

Enrollment Management 101: “Success is in the Science”Branding = identity• Organizational Intent and

Institutional Purpose — Achieving a Consistent Brand Identity

general Marketing = attention• Developing Marketing Strategies to

Meet Goals• Communications: Personal, Print,

Media, Web• Budgeting / Justifying

Expenditures• Measuring the Impact of Your

Program

— lunch rounDTaBlES —

AFtErNOON thEME

Target Marketing = attraction• Crafting Your Message for Your

Intended Audience• the Primary Source of Marketing

and Communications: Your School Website

Daily liTurgy — BrEakfaST rounDTaBlES —

MOrNING thEME

Micro Marketing = relationship• Establishing a Connection:

Securing Your Place in the Prospect’s Mind

• Creating Affordable and timely Pieces

— lunch rounDTaBlES —

AFtErNOON thEME

recruitment = action• the role of the President/Principal

in recruitment• Cultivating Prospects: turn

“Shoppers” into “Buyers”• response Strategies: A Mission

Centered Approach• recruitment 101: Lasting

Impressions• Building the relationship via

Information Nights, Open houses, School tours, and Student Shadow Programs

• Know the Competition: Strategies to Differentiate

• turnaround Strategies• recruiting in a recession

Daily liTurgy — BrEakfaST rounDTaBlES —

MOrNING thEME

application = interest• the role of Enrollment

Management in Advancement• the Application: Asking ALL the

right Questions• Enrollment by the Numbers:

Setting Goals-tracking results• Web 2.0 for Catholic Schools

— lunch rounDTaBlES —

AFtErNOON thEME

acceptance = invitation• Be Our Guest: A Welcoming First

Impression• Financial Aid: Maximizing the

return on Investment

Enrollment = Decision• FIt (Freshmen in transition):

retention Begins at the Moment of Enrollment

• Opportunities to Engage Parents at Point of Enrollment

Daily liTurgy — BrEakfaST rounDTaBlES —

MOrNING thEME

retention = fulfillment• retention Agents: Faculty and

Staff• retention: A Strategic Approach• Maintaining a Connection:

Capturing those Who Did Not Enroll

• Lessons Learned from an Experienced Admissions Officer

Winning Strategies to Take home

closing Prayer and commissioning ceremony

conference Evaluation

conference concludes at 12 noon

SUNDAY, JUNE 12 MONDAY, JUNE 13 tUESDAY, JUNE 14 WEDNESDAY, JUNE 15 thUrSDAY, JUNE 16

registration4:00 to 7:00 p.m.

opening liturgy6:00 p.m.

“Taste of New England” Welcoming Reception7:00 p.m.

ThE NaTioNal ENrollMENT MaNagEMENT CoNfErENCE for CaTholiC SChoolS SChEdulE

iN dEpTh prESENTaTioNS will explore the science and strategy of Enrollment Manage ment — moving prospective students through the enrollment management funnel from inquiry to graduation and everything in between.

Sunday, June 12 to Thursday, June 16Boston Marriott Quincy hotel, Quincy, Ma

The National Enrollment Management Conference for Catholic Schools

— general Sessions and Breakout Sessions including Joint Sessions with the advancement conference attendees —

Branding

General Marketing

target Marketing

Micro Marketing

recruitment

Application

Acceptance

Enrollment

retention

graduaTioN

parTNErS iN MiSSioN

ENrollMENT MaNagEMENT

Boston harbor Cruise Pawtucket red Sox vs. Charlotte Knights ay McCoy Stadium orBus trip to Wrentham Outlets

Duck tour of Boston and an Irish Party at the Black rose

Topics include• Advancement for heads, Presidents and

Principals• Alumni are Forever: how to Keep them in the

Family• Annual Fund: Build from the Ground Up• Building a Culture of Philanthropy• Building Effective Boards for Advancement• Communications Programs• Creating the Written Strategic Plan for

Advancement• Donor Stewardship• Enhancing Your Annual report• Establishing a Major Gift Program• Facebook, twitter and More: Social Media

Strategies• Ministry of Advancement• Planned Giving and Bequests Programs• Planning for a Successful Capital Campaign• Prospect Identification, Cultivation and

Solicitation• Prospect research• role Playing the Ask• Special Events• Strategic Planning• Volunteer Management/Governance

Who Should attend• Advancement Directors/Alumni Directors• Presidents and Principals• Board Members• Communications Directors• Diocesan Education Leaders• Key Administrators & Volunteers• Bring your advancement team!

Best results occur when two or more attend from the same school.

Why Should You attend• 100% Faith and Mission-Centered Focus

on Catholic Schools

• All New Sessions Designed for today’s tough Challenges

• Personal, Private time with our Partners to Address Your Issues

• huge, Comprehensive take home resource Manual and Plan

• Practical, topic Specific Breakfast and Lunch roundtables

• A “Best of Boston” Experience

Daily liTurgy

MOrNING thEME

advancement operations• Aspects of Advancement• the right team: how Many Do

I Need and Who Does What?• Fundraising in tumultuous

times• the role of the President/

Principal in Advancement

— lunch rounDTaBlES —

AFtErNOON thEME

annual fund• Developing a Leadership

Giving Program• Segmentation techniques and

Strategies• Making Leadership Gift

Personal Solicitations• Using Challenge Gifts and

Matching Gifts• re-Invigorating Your Phonathon• Getting Your Young Alumni to

ParticipateBoston harbor Cruise

Daily liTurgy — BrEakfaST rounDTaBlES —

MOrNING thEME

capital campaigns & Major gifts• role Playing the Face to Face Ask• Aren’t Campaigns and Major Gift

Programs the Same?• What Should be in Place Before You

Start a Campaign?• Campaign Strategies: tried, true and

New• Cultivating Your top Prospects• Family Philanthropy

— lunch rounDTaBlES —

AFtErNOON thEME

Planned giving and Special Events• how to Build a Legacy Philanthropy

Program• Using Planned Gifts to Build

Endowment• Gift Based Stewardship Events• Best tips for Auctions, Legacy Galas

and Golf tournaments• Adding New Elements to Your Event

Strategy

Pawtucket red Sox vs. Charlotte Knights ay McCoy Stadium orBus trip to Wrentham Outlets

Daily liTurgy

— BrEakfaST rounDTaBlES —

MOrNING thEME

constituent relations• Alumni and Student Programs• Parent and Grandparent

Programs• Class Agent Programs, Out…

Affinity Groups, In• Social Networking

— lunch rounDTaBlES —

AFtErNOON thEME

communications• Brand Management for Your

School• Persuasive Development

Writing• Elements of a “Powerful”

Magazine/Newsletters• School Websites• Annual reports

Duck tour of Boston and an Irish Party at the Black rose

SUNDAY, JUNE 12 MONDAY, JUNE 13 tUESDAY, JUNE 14 WEDNESDAY, JUNE 15 thUrSDAY, JUNE 16

registration4:00 to 7:00 p.m.

opening liturgy6:00 p.m.

“Taste of New England” Welcoming Reception7:00 p.m.

ThE NaTioNal advaNCEMENT CoNfErENCE for CaTholiC SChoolS SChEdulE

A strategic, results oriented, high energy four day conference designed specifically for seasoned Catholic high School and Elementary School advancement professionals and leaders who want to take their programs and team performance to the next level.

Sunday, June 12 to Thursday, June 16Boston Marriott Quincy hotel, Quincy, Ma

The National advancement Conference for Catholic Schools

— general Sessions and Breakout Sessions including Joint Sessions with the Enrollment Management conference attendees —

Daily liTurgy

MOrNING thEME

Stewardship and Volunteer Management

• 100 Ways to thank Your Donors

• Board relations and Leadership Development

• Identifying, recruiting and Managing the “right” Volunteers

Meeting our challenges on the road ahead

Winning Strategies to Take home

closing Prayer and commissioning ceremony

conference Evaluations

conference concludes at 12 noon

o Pleasereserve____place(s)forThe National Advancement Conference for Catholic SchoolsfromJune12toJune16,2011

o Pleasereserve____place(s)forThe National Enrollment Management Conference for Catholic SchoolsfromJune12toJune16,2011

o Checkenclosed:$______________________

o PleasesendmeadditionalinformationonotherPartnersinMissionservices

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2011 Conference Registration Form!

• Enrollment Management

• Branding

• Marketing

• Conversion Strategies

• Student retention

• Student recruitment

• Advancement Program Assessments

• Capital Campaign Feasibility Studies

• Capital Campaign Counsel and Management

• Board and Volunteer Leadership training

• Major Gifts Counsel

• Planned Giving Programs

• Communications Counsel

• Strategic Planning

• Annual Fund Programs

• Stewardship

• Constituent relations Programs

how We Can help You

Ifyouhavequestions,callLarryFureyat(781)710-0242orlfurey@partnersinmission.com.Youwillreceiveconfirmationuponreceiptofyourregistrationformandpayment.Finalconferenceinformationwillbesenttoyoufourweeksbeforetheconferenceandwillincludefulldetailsontheconference’sdailyscheduleandactivities.Visit our website for more information: www.partnersinmission.com

Conference Registration & FeesThefeeincludesanextensiveconferencemanual,post-seminartelephoneconsultation,refreshmentsandmosteveningeventsincludingeventtransportation.Accommodationsareonyourown.A$350depositisrequiredforeachindividualwhoregisters.Balancewillbedue45dayspriortotheconfer-ence.Registerearly,aspreviousconferenceshavesoldout.

Refund PolicyFullrefund(lessa$100administrativefee)ifyoucancelinwriting30dayspriortotheconference.Norefundwillbemadeifyourcancellationisreceivedwithin30daysoftheconference.PartnersinMissionreservestherighttochange,modifyorcancelanyprogramoractivity.

Scholarship OpportunitiesPartialscholarshipsareavailabletoparticipants.Pleasesendyourregistrationformalongwithaletterdescribingwhythescholarshipwillbeimportanttoyourinstitution.Unfortunately,becauseoflimitedfunds,wemaynotbeabletoassisteveryonewhoapplies.

our Missionpartners in Mission,ledbyateamofdedicatedprofessionals,firmlyrootedintheministryofCatholiceducationandinspiredbytheSpirit,is

totallycommittedtoadvancingCatholiceducationby:• Creatingacommunityofstrengthforadvancement,admission,

communicationandalumniprofessionalsengagedinthisministrysocriticalforthefuturevitalityofourCatholicChurch

• Advancingexcellenceinbestpracticesthrougheducationalprogramsandconsultingservices

• Enhancingprofessionaldevelopmentthroughnetworkingandmentoringopportunities.

Summary of Servicespartners in Missionisafull-serviceconsultingfirmfocusedexclusivelyondevelopingexcellenceinCatholicschooladvancementandleadership.Ourdedicatedteamofprofessionalspartnerwithclientstoadvancetheirmissionsbyprovidingcomprehensiveandeffectivesolutionstoaddressthechallengestheyfaceeveryday.Specializinginadvancementprogramassessments,volunteerleadership,enrollmentmanagement,capitalcampaignmanagement,annualfundsegmentation,majorgiftsolicitation,plannedgiving,stewardship,strategicplanningandleadershiptraining,amongotherrelatedservices,partners in MissionoffersprovenstrategiesandpracticestoadvancethemissionofgrowthandexcellenceinCatholicschools,dioceses,religiouscongregationsandparishes.

Ourteamhasserveddozensofsuchorganizationsaroundthecountryinmorethanthirtyfivestates.OurconsultantsareaccomplishedprofessionalswhobringawealthofexperiencetoCatholicschooladvancement;manyofusactuallybegantheiradvancementcareersworkingatourhighschoolalmamaters.Aspartnersamongourselvesandwithourclients’missions,wevalue,understandandembracetheimportanceofCatholiceducationinourpersonalandprofessionallives—andremaincommittedtoensuringitsstrengthandvitalityforyearstocome.

JuNE 12–16, 2011 JuNE 12-16, 2011 The National advancement The National Enrollment Management Conference for Catholic Schools for Conference for Catholic Schools

Early Bird Discount (expires April 1) $699 $699

Pre-registration (expires May 1) $749 $749

regular registration (expires June 1) $799 $799

Late registration (after June 1) $849 $849

Each Additional registrant $699 $699

Pleasemakecheckspayable,andmailregistrationtoPartners in Mission, 124 Sycamore Drive, Westwood, MA 02090.

accommodations at The Boston Marriott Quincy hotel

A special conference rate of $129 per night (single or double occupancy) has been guaranteed at the Boston Marriott Quincy Hotel for rooms booked by Friday, June 3, 2011 based on availability. To arrange your stay, please call the hotel at (800) 228-9290 or 617-472-1000. The Boston Marriott Quincy Hotel is located at Exit 19A off I-93 and just 8 miles from Boston and 9 miles from Logan International Airport. The Boston Marriott Quincy Hotel offers the elegance and sophistication of a downtown hotel in a convenient suburban location. All public transportation is available at the hotel. DPV Transportation, a full transportation service for 20 years, proudly offers a tradition of prompt and reliable response from Logan Airport to the hotel – 24 hours a day, 7 days a week. Please call DPV Transportation at 877-378-4445 to make a reservation. The hotel website: www.marriott.com/quincy

The National advancement Summer institute for Catholic Schools Speakers

Meet These Catholic philanthropists and hear Their Stories of Why They give

rev. Joseph M. o’Keefe, S.J., Ed.d.Dean

Carolyn A. and Peter S. Lynch School of

Education Boston College

——Opening Liturgy Celebrant

Kathy dawleyPresident, Maguire Associates,

A National Enrollment Management Firm

——“Enrollment Management 101:

Success is in the Science”

ann Marie TeuberNew England Province of Jesuits

and Board Member, Mount Saint Joseph Academy

Tom and June MartinBoard Member,

Xaverian Brothers High School

Jim McintyrePresident, Father Ryan High School

——“Making Enrollment

Management and Planning part of everyone’s job”

dave ErwinAssistant Director of Advancement

Catholic Memorial School

——“ Friendraising: Cultivating for the Purpose of Fundraising”

rev. Michael Martin, oEM, Conv.Director, Duke Catholic Center

and President (former)Archbishop Curley High School

——“the role of the President

in Advancement”

Sr. Claire fitzgerald, SSNdFounder and Director of the Catholic School

Leadership Program at Boston CollegeRecipient of NCEA’s 2007 St. Elizabeth

Ann Seton President’s Award

——“Ministry with a Passion”

Katie EverettExecutive Director

The Lynch Foundation

Christopher ServantPresident, Bishop Feehan High School

——“Major Gifts —

ready, Set, Jump!”

Michael reardonExecutive Director,

Catholic Schools Foundation

——“Catholic Philantrophy:

An Invitation to Participate”

fredrick StrobelPartner, Burgundy Group Advertising

——“Building a Magnetic School

Brand that Matters”

Michael WelchHeadmaster, Saint John’s High School

——“Getting Your Board Involved

in Advancement”

Meet prospective Catholic School parents and Students during our admissions panel discussions

peter SmythCEO, Greater Media

the partners in Mission team has

collectively raised over $300 Million

for Catholic Education in serving

250 Schools and Dioceses. We’ve

made a difference in thousands and

thousands of lives…let us make a

difference in yours.

Meet The partners in Mission Team and Conference faculty

Tom BrodnickiVice President of Advancement

(former)University of St. Francis,

Joliet, IllinoisDirector of Advancement

(former)St. rita high School,

Chicago, IllinoisTom’s 35 years in the field turns your capital campaign dreams into reality

Tom deangelisChairman of the Board

Bishop McDevitt high Schoolharrisburg, Pennsylvania

Tom builds faith-based leaders for catholic Schools from proven

corporate models

larry fureyFounder and Partner,

1998 to 2008 The Advancement Counsel and

Asst. Headmaster of Advancement (former)

Xaverian Brothers high SchoolWestwood, Massachusetts

larry secured five $1 million gifts for the Xaverian capital campaign

Zane gizziDirector of Planned Giving

Alvernia Universityreading, Pennsylvania

Director of Advancement (former)

Lancaster Catholic high SchoolLancaster, Pennsylvania

Zane built a Planned giving Program at lancaster catholic

second to none

Cathy donahueSchool Board Marketing

Committee Chair, Archdiocese of Hartford

and Marketing Consultant, Diocese of Bridgeport

cathy is a brilliant strategic marketing professional

Chris hagertyDirector of AdvancementCathedral Preparatory School

Erie, Pennsylvaniachris solicited a $5.5 Million gift

for cathedral Prep

Jennie hagertyDirector of AdvancementOur Lady’s Christian School

Erie, PennsylvaniaJennie has built an advancement program that raises in excess of

$500,000 annually

Sr. rita o’leary, i.h.M.Director of Planned Giving

& StewardshipImmaculata University,

Immaculata, PA andDirector of Advancement

(former)Bishop McDevitt high School

harrisburg, PennsylvaniaSecuring Planned gifts of all sizes makes Sr. rita a

gem for generations

grace reganExecutive Director of

AdvancementNew England Province of Jesuits

Boston, Massachusetts andExecutive Director (former)

Boston College Alumni Association

Chestnut hill, Massachusettsgrace grew the Jesuit gala from

$350,000 to over $1,200,000

Ed hardiman, ph.d.Principal

St. John’s Preparatory SchoolDanvers, Massachusetts

Ed has lead the enrollment management team at

St. John’s Prep

lori redd huffmanDirector of Alumnae

(former)St. Agnes Academy

houston, texaslori helped to triple the St.

agnes annual fund in four years

Bill MacNeillVice President of

Advancement (former)Boston College high School

Boston, MassachusettsBill has completed over 500

face to face solicitations

Br. daniel Skala, CfX, ph.d.Headmaster

Xaverian Brothers high SchoolWestwood, Massachusetts and

Vicar GeneralXaverian Brothers

Baltimore, MarylandBr. Dan has assembled an “all Star

Philanthropic Board of Trustees”

Chris StilesDirector of AdvancementMount St. Mary’s high School

Oklahoma City, Oklahoma

chris loves face-to-face solicitations

Shana ruffner MaguireDirector of Admissions &

CommunicationsPadua Academy

Wilmington, Delawaregrowing enrollment is more

than keeping score – it is Shana’s life mission

albert “Skip” Shannon, ph.d.Headmaster

St. John’s Preparatory School Danvers, Massachusetts

President (former)St. Joseph College

rensselaer, Indiana

Skip has over 25 years experience in leadership

positions in catholic eduction

paul SheffPresident

Catholic Memorial SchoolWest roxbury, Massachusetts andVice President of Alumni and

Development (former)the College of the holy Cross

Worcester, MassachusettsPaul raised over $216,000,000 in

the campaign at holy cross.

Partners in Mission is a registered trademark of Partners in Mission, LLC