1 Partners in Mission

The National Leadership Conference for Catholic SchoolsTM

PreSeNTS:

The Head of School and Director of Advancement: The Ultimate Strategic Relationship

LaPlaya Beach and Golf Resort, Naples, FloridaSunday, February 28 to Tuesday, March 2, 2010

The National Leadership Conference is planned for sunny southwest Florida and timed perfectly to coincide with your visits and receptions for alumni, parents of alumni, grandparents and friends in Florida. Register today!

The NaTioNal leadership CoNfereNCe for CaTholiC sChools , exclusively for Heads of School and Directors of Advancement, offering proven “best practices” in leadership and teamwork designed to inspire Catholic School leaders to transform their school communities.

NaTioNallY reCoGNiZed speaKers will guide each participant seeking better understanding of their key action modes and personal strengths to enhance their leadership effectiveness.

iN depTh preseNTaTioNs will explore strategies and tactics proven successful in unlocking key individual relationship-building strengths — to motivate and empower your school community in advancing the mission of your Catholic institution. This is the first conference focused exclusively on the Catholic School Head and Director of Advancement as the key strategic advancement relationship.

2 Partners in Mission

p r o G r a m o v e r v i e w

every successful investor knows that lasting success for any organization or institution ultimately depends upon vibrant and

dynamic leadership. Both research and experience show that successful Catholic School leadership invariably begins with an

exceptionally high-quality relationship between the Head of School and his or her Director of Advancement — “the ultimate

strategic relationship,” working together to advance the school’s mission of excellence in transforming young lives in and through

Christ. This conference will help you develop “the ultimate strategic relationship” for advancing your mission and raising the

resources you need.

The National Leadership Conference for Catholic SchoolsThe Head of School and Director of Advancement: The Ultimate Strategic Relationship

LaPlaya Beach and Golf Resort, Naples, FloridaSunday, February 28 to Tuesday, March 2, 2010

3 Partners in Mission

p r o G r a m B e N e f i T s•Greaterclarityinunderstandingyourleadershipstrengths

and specific, detailed practices to enhance your effectiveness in leading others to be effective leaders

•ConfrontingissuesofschoolcultureandchallengesfacingCatholic School Advancement with peers who share those same challenges

•Graspingvaluable“lessonslearned”fromveteranHeads, Advancement Directors and Board members on building trust and developing strong working relations with each other and with their school constituencies

•Timelyinformationandeffectivemethodstoenhance Board relations, school finance, advancement, and staff supervision

•Draftnewactionplansorenhanceexistingplans for twelve months of highly effective professional leadership development

•Comparenotesanddeveloplastingconnectionswith other Heads, Directors of Advancement and Board members who share similar leadership and Advancement challenges

C o N f e r e N C e G o a l s•Increasedclarityandawarenessofyourpersonalstrengths

and unique abilities as a Catholic School leader

•Reassess,renewandrecommittothosepersonalleadershipstrengths to the service of Jesus in the Catholic Church and in your School

•Identifykeystrategicrelationshipsinboththeoutsideand inside School communities, prioritize them, and

explore and discover proven methods to significantly improve the effectiveness and productivity of those

key relationships

•Learnthemosteffectivecommunity-building“best practices” to use both inside and outside your School that will turn it into an

attractive, and indeed, a compelling investment in excellence in Catholic education — carrying out the work of transforming young lives in and through Christ

The National Leadership Conference for Catholic SchoolsThe Head of School and Director of Advancement: The Ultimate Strategic Relationship

4 Partners in Mission

K e Y N o T e s p e a K e r s s p e a K e r s , p r e s e N T e r s , a N d p a N e l i s T s

fr. michael martin ofm Conv.President

Archbishop Curley High School

fr. scott JaboPresident

Cathedral Preparatory Schooland

Villa Maria Academy

sister Clare fitzgerald, s.s.N.d.Founder and Director of the Catholic School

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

Ann Seton President’s Award

Barry stitzVice President of Advancement Archbishop Curley High School

Chris hagertyDirector of Advancement

Cathedral Preparatory Schooland

Villa Maria Academy

laura heldPrincipal

Mercy High School

mary lundDirector of Advancement

Mercy High School

very reverend david m. o’Connell, C.m., J.C.d.

PresidentThe Catholic University of America

The National Leadership Conference for Catholic SchoolsThe Head of School and Director of Advancement: The Ultimate Strategic Relationship

5 Partners in Mission

l a p l a Y a B e a C h a N d G o l f r e s o r T Enjoy the perfect setting for this highly concentrated Conference — a relaxing environment conducive to discussion and reflection — the perfect complement to a full, dynamic Conference program. Attendees can expect to come away renewed, focused and inspired to begin a new chapter in their career and in their relationships.

Spend time with your prospects and donors who live or winter in Florida. Plan your reception today to leverage the time, place and energy of the National Leadership Conference to advance your School’s mission.

CoNfereNCe hiGhliGhTsOutdoor Welcome reception overlookingtheGulfofMexicoonSunday evening

Winding Down … Winding Up Cocktail reception on Monday evening

who should aTTeNd• HeadsofSchools• Presidents/Principals• DirectorsofAdvancement• BoardMembers• Superintendents• ReligiousCommunityLeaders

whY should You aTTeNd

100% focus on Catholic schools and Catholic school leadership

A comprehensive resource manual filled with useful information and sample documents for each participant

Dynamic presentations by the Partners in Mission Team

Free follow-up consultation

Opportunity to visit your alumni, grandparents and friends who live or winter in Florida

sChedule aT a GlaNCe

suNdaY, feBruarY 28

registration 3:00 p.m. to 5:00 p.m.

opening liturgy 5:00 p.m.

welcoming reception 6:00 p.m.

Keynote speaker and dinner 7:00 p.m.

moNdaY, marCh 1

registration 8:30 a.m. to 9:00 a.m.

opening sessions 9:00 a.m. to 12 noon

afternoon sessions 1:00 p.m. to 5:00 p.m.

TuesdaY, marCh 2

morning sessions 9:00 a.m. to 12 noon

afternoon sessions 1:00 p.m. to 3:30 p.m

6 Partners in Mission

Sunday, February 28

7:00 p.m.Keynote Speaker: Sr. Claire Fitzgerald, S.S.N.D.

“leadership for Catholic schools in the 21st Century”

Monday, March 1

9:00 a.m.Opening General Session (Grand Ballroom)

Speaker: Very Reverend David M. O’Connell, C.M. J.C.D., President, The Catholic University of America “Catholic school leaders — welcoming the Challenges of a Changing world”

leadiNG TraNsformaTioN –

personal leadership & discernment• The Partners in Mission Comprehensive Advancement

Program Model

• The Partners in Mission Transformation Model

• The Kolbe A results & The Strengths Finder 2.0 results

10:30 a.m.General Session (Grand Ballroom)

leadiNG TraNsformaTioN –

The advancement partnership• Application of teamwork assessment process for high

performance

• ThePartnersinMissionCommunityModel/strategicrelationships – leadership as “influencing the community for good”

12:00 p.m.Lunch Roundtables with the Partners in Mission Team and our Strategic Partners

AnnualFund…MajorGifts…Boards… CapitalCampaign…PlannedGiving… enrollment Management

Monday, March 1 (continued)

1:00 p.m. General Session (Grand Ballroom)

leadiNG TraNsformaTioN –

Key strategic relationships• Identifyingandprioritizingstrategicrelationshipsusing

The Partners in Mission Transformation Model and The Partners in Mission Community Model to focus on relationship building

• InsideCommunityBuilding&Renewal– thestructure/anatomyofadvancingthemissionofexcellence in Catholic education

3:00 p.m.Breakout Sessions

panel presentation and discussionPanel #1: School Presidents and PrincipalsPanel #2: Directors of AdvancementPanel #3: Board Members

tueSday, March 2

9:00 a.m. General Session (Grand Ballroom)

leadiNG TraNsformaTioN –

Community Building: The inside Job• Thestructure/anatomyofadvancingthemissionof

excellence in Catholic education

• TheSpiritualDimensions:thestructureandprocess

• Strategy&Operations:thestructureandprocess

• Growth:thestructureandprocess

10:45 a.m.Breakout Session

for presidents and principals:The role of the President in Advancement

for directors of advancement: The role of the Director of Advancement

for Board members: Unlocking your Board’s Philanthropic Potential

tueSday, March 2 (continued)

12:00 p.m.Lunch Roundtables with the Partners in Mission Team and Our Strategic Partners

AnnualFund…MajorGifts…Boards… CapitalCampaign…PlannedGiving… enrollment Management

1:00 p.m. Breakout Session

for presidents and principals: Managing the Advancement Team

for directors of advancement: How We Work Together to Advance our School’s Mission

for Board members: Building Strategic Board Composition and engagement for Tomorrow

2:00 p.m.General Session (Grand Ballroom)

leadiNG TraNsformaTioN –

The whole Job• The“Meta-Processes:”Lessonsfromsuccessful

business organizations — Process thinking vs. Strategic thinking — “Moments of truth” and service excellence — Organizational excellence, People excellence,

Financial excellence• ReviewThePartnersinMissionComprehensive

Advancement Program Model

• ReviewThePartnersinMissionTransformationModel — educational excellence process — Adult learning process and Personal leadership

excellence process

3:00 p.m. Winning Strategies to Take Home

The National Leadership Conference for Catholic Schools

C o N f e r e N C e s C h e d u l e

7 Partners in Mission

worKshop 1

Capital Campaigns in Challenging Times

Strategic Planning, What You Need to Know to be Successful, readying the School, Campaign Budgeting, Staffing and Structure The role of Staff and Volunteers,SolicitingMajorGiftsandelectronic Wealth Screening worKshop 2

Making the Ask

role Playing the Face-to-Face Ask and StrategizingIndividualSituationsfor Cultivation and Solicitation

worKshop 3

The Fundamentals of Annual Funds

Buildinga$1,000LeadershipGivingProgram, Segmentation Strategies, MakingLeadershipGiftCalls,EffectivelyUtilizing Volunteers in the Annual Fund and Phonathons

worKshop 4

Planned Giving Programs

UsingPlannedGiftstoBuildEndowment,How to Build a Bequest Program, IdentifyingYourBestPlannedGivingProspects

worKshop 5

Boards and Board Development

Identifying,RecruitingandManagingYour Board, and Unlocking your Board’s Philanthropic Potential

worKshop 6

Enrollment Management

Branding and Marketing, Strategies to Maximize enrollment, recruitment and retention, and Best Practices for Tuition Management

worKshop 7

Communications/Social Networking/Websites

BrandManagement,TheIntegratedWebSite Solution, Facebook, Social Media: GoingOnlinetoConnectYourAlumni and More

oNe daY worKshop fee early Bird registration rate of $149 (Expires December 31)

regular registration rate of $199 (January 1 to 31)

Late registration rate of $249 (February 1 and after)

Sessions run simultaneously, choose one.

Following The National Leadership Conference9:30 a.m. through 1 p.m.

Wednesday, March 3, 2010 LAPLAyA BEACH & GOLF RESORT

parTNers iN missioN

one day Workshopso u r m i s s i o NPartners in Mission, led by a team of dedicated professionals firmly rooted in the ministry of Catholic education, believe in the advancement of Catholic education as brought about through the inspiration and guidance of the of the Holy Spirit, the communal strength of all who work and support this important ministry, and the application of proven strategies as learned through ongoing educational programs, hands-on advancement and leadership consulting services, and personal networking.

o u r v i s i o NPartners in Mission, as a professional services firm, envisions itself as the premier and preferred resource among all national consulting and training firms engaged in the advancement of the mission of Catholic education. Fundamental to our success is both the offering of comprehensive and affordable professional services and the active engagement of our clients as genuine Partners in Mission through a network with us and their colleagues at Catholic Schools, Diocese, Religious Communities and Parishes throughout the United States. Created and operated in the organizational model similar to that which we advocate to the clients we serve, Partners in Mission will consistently deliver significant and sustainable growth as guided by a strategic business plan and our commitment to deliver excellence

s u m m a r Y o f s e r v i C e sPartners in Mission is a full-service development consulting firm specializing in Catholic school advancement. We partner with the clients we serve in advancing the mission of their organization by providing comprehensive solutions to the varying challenges they face. Specializing in capital campaign management, annual fund segmentation, major gift solicitation, strategic planning, volunteer leadership and enrollment management, among other advancement related services, Partners in Mission offers proven development strategies focused on mission and relationships. As a team, we value, understand and embrace the mission of Catholic education in our personal and professional lives and remain committed to ensuring its vitality and legacy for many years to come.

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r e G i s T r a T i o N

•National leadership Conference for Catholic schools•one day workshop

CoNfereNCe reGisTraTioN & feesThe cost of the all-inclusive conference is $599 for each participant. Save $100 if your conference fee is received by January 1, 2010. The fee includes an extensive conference manual, post-seminar telephone consultation, refreshments and all evening events including event transportation. Accommodations are on your own. A $250 deposit is required with registration. Balance due on or before the first day of the conference. Register early as space is limited.

refuNd poliCYFull refund (less a $100 administrative fee) if you cancel in writing by January 20, 2010. No refund will be made if your cancellation is received after January 20, 2010. Partners in Mission reserves the right to cancel any program or activity due to low registration.

aCCommodaTioNsLaPlaya Beach and Golf has arranged a special rate of $179 (single or double occupancy) for Partners in Mission. Please call 800-237-6883 to reserve your room with a view of the water. LaPlaya Beach and Golf Resort is located right on Vanderbilt Beach and all guest rooms have a view of the water. The Resort is located only 22 miles or 30 minutes from Ft. Myers (RSW) airport, and only 10 minutes from downtown Naples. The Resort is offering 50% off green fees with reservations. Visit our website at www.laplayaresort.com.

Name ___________________________________________________ Title _______________________________

Name ___________________________________________________ Title _______________________________

Organization _________________________________________________________________________________

Address _____________________________________________________________________________________

City __________________________________________ State _______ Zip _____________________________

Phone _______________________________ e-mail ________________________________________________

o Please reserve ____ place (s) for Partners in Mission Conference from February 28 to March 2, 2010 in Naples, FL.

o Please reserve ____ place (s) for Partners in Mission One Day Workshop on March 3, 2010. Sessions run simultaneously, choose one. __ Workshop 1 __ Workshop 2 __ Workshop 3 __ Workshop 4 __ Workshop 5 __ Workshop 6 __ Workshop 7

o Check enclosed: $ ______________ o Our check will follow: $ ______________

o Please send me additional information on other Partners in Mission services

If you have questions, call Larry Furey at (781) 710-0242 or lfurey@partnersinmission.com. You will receive confirmation upon receipt of your registration form and payment. Final conference information will be sent to you in February and will include full details on the conference’s daily schedule and activities. Visit our website for more information: www.partnersinmission.com

Please make checks payable, and mail registration to: Partners in Mission, LLC, 124 Sycamore Drive, Westwood, MA 02090.

9 Partners in Mission

Meet the Partners in Mission Team and Conference Faculty

The partners in mission Team has collectively raised over $300 million for Catholic education.

Tom deangelisChairman of the Board

Bishop McDevitt High SchoolHarrisburg, Pennsylvania

Tom builds faith-based leaders for Catholic Schools from proven corporate models

Tim BreslinDirector of Advancement (former)

Malden Catholic High SchoolMalden, Massachusetts

Wise beyond his years, Tim grows Annual Funds beyond Expectations

Tom BrodnickiDirector of Advancement (former)

St. rita High SchoolChicago,Illinois

Tom’s 35 years in the field turns your capital campaign dreams

into reality

larry fureyFounder and Partner, 1998 to 2008

The Advancement Counsel andAsst. Headmaster of Advancement (former)

Xaverian Brothers High SchoolWestwood, Massachusetts

Larry secured five $1 million gifts for the Xaverian Capital Campaign

Chris hagertyDirector of AdvancementCathedral Preparatory School

erie, Pennsylvania

Chris solicited a $5.5 Million Gift this year for Cathedral Prep

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 AcademyHouston, Texas

Lori helped to triple the St. Agnes Annual Fund in four years

Bill macNeillVice President of Advancement (former)

Boston College High SchoolBoston, Massachusetts

Bill has completed over 500 face-to-face solicitations

Grace reganExecutive Director of Advancement

New england Province of JesuitsBoston, Massachusetts and

Executive Director (former)Boston College Alumni Association

Chestnut Hill, Massachusetts

Grace grew the Jesuit Gala from $350,000 to over $1,200,000

shana ruffnerDirector of Admissions &

CommunicationsPadua Academy

Wilmington, Delaware

Growing enrollment is more than keeping score – it is Shana’s life mission

mary s. meyerDirector of Advancement

St. Marys Catholic elementary and Middle Schools

St. Marys, Pennsylvania

Mary developed a five-year target marketing plan to focus for young families.

sr. rita o’leary, i.h.m.Director of Planned Giving

& StewardshipImmaculataUniversity,Immaculata,PA

Director of Advancement (former)Bishop McDevitt High School

Harrisburg, Pennsylvania

Securing Planned Gifts of all sizes makes Sr. Rita a gem for generations

paul sheffPresident

Catholic Memorial SchoolWest roxbury, Massachusetts andVice President of Alumni and

Development (former)The College of the Holy Cross

Worcester, Massachusetts

Paul raised over $216,000,000 in the campaign at Holy Cross

Br. daniel skala, C.f.X., ph.d.Headmaster

Xaverian Brothers High SchoolWestwood, Massachusetts and

Vicar GeneralXaverian Brothers

Baltimore, Maryland

Br. 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

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

10 Partners in Mission

Save the Dates for our 2010 Conferences in Boston and Chicago!

parTNers iN missioN — advaNCemeNT aNd leadership serviCes for CaTholiC eduCaTioN

The advancement Conference for Catholic elementary schools™

experience for yourself how proven advancement strategies translate to provide the resources required for today’s Catholic elementary and Middle Schools to exceed their goals. Learn how to distinguish your Catholic school, advance your mission and maximize your resources amidst today’s challenging environment. All of this, plus an extraordinary experience among new friends and network of colleagues is yours this summer in Chicago.

The advancement Conference for Catholic secondary schools™

experience five 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 Secondary Schools.

The National enrollment management Conference for Catholic schools™

A national conference exclusively for Catholic elementary, Middle and Secondary Schools and Diocesan Systems offering proven strategies to ensure sustainability, affordability and accessibility of Catholic Schools.

Acquire the techniques, tools and strategies to make an

immediate impact in your school’s admissions effort.

Indepthpresentationswill explore the strategy of enrollment Manage-ment — moving prospective students through the enrollment management funnel from inquiry to graduation and everything in between.

April 25–28, 2010 BOSTON, MA

June 13–17, 2010 BOSTON, MA

July 11–15, 2010 CHiCAGO, iL

11 Partners in Mission

Special Thanks to our Conference SponsorsClick on their links to see what they can do for your mission.

https://www.key.com/index.html

http://www.plannedgivingcompany.com/

http://www.habeebarch.com/

http://www.tuitionmanagementsystems.com/k12/

http://www.finalsite.com/

http://www.curtis1000.com/

http://www.ruffalocody.com/

http://www.partnersinmission.com/

https://www.psas.org/

http://www.blackbaud.com/

http://www.blackbaud.com/targetanalytics/overview.aspx