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10+ Years in the Industry [clear filter]
Monday, October 10
 

10:45am

How to Hire for Advancement

We will review the talent issues we face as an industry and then present you with the solutions you need to hire staff that will grow with your institution. A few of the issues we will share in this program about searching and hiring the best candidates for development positions include:

  • Assessing needs
  • Preparing and reviewing job descriptions
  • Advertising, promotion, networking
  • Interview processes and dynamic interview questions to ask your candidates
  • The hiring and negotiating process
  • On boarding your new staff members
  • Motivating and retaining your staff

Moderators
CY

Curtis Yarlott

Executive Director, St. Labre Indian School

Speakers
avatar for Robert Driver, CFRE

Robert Driver, CFRE

Executive Director, Gonser Gerber Search
Robert joined the firm in 2012 after a nearly 25 year career in non-profit and advancement leadership.  He began by providing both advancement consulting and executive search services to hospitals and healthcare organizations, colleges and universities, secondary schools and other... Read More →


Monday October 10, 2016 10:45am - 11:45pm
Baltimore 1

1:45pm

How to Get the Most From Your Development Office

 

Learn how Catholic Extension transformed its fundraising efforts into a donor-centric program that yields results beyond expectations.

This session will cover the secrets that drove increases in annual giving, major gifts, planned giving, donor retention, and donor acquisition.

How can partnering with external sources be most effective? 

How many ways can we thank our donors and retain them for life?

Join us for a lively presentation with practical ideas to try at home.         

Moderators
avatar for Dolly Sokol, Ph.D.

Dolly Sokol, Ph.D.

Executive Director, Office of Development, Archdiocese of Santa Fe
Dr. Dolly Sokol is the Executive Director of Development and the Annual Catholic Appeal for the Archdiocese of Santa Fe (NCDC Active Member). Prior to this position, she served as the Director of the Office of Worship and Christian Initiation for the Archdiocese of Santa Fe. Dolly... Read More →

Speakers
avatar for Julie Turley, CFRE

Julie Turley, CFRE

Vice President of Development, Catholic Extension
Julie Turley joined Catholic Extension as Vice President of Development in 2007.  She manages a team of 20 professionals with responsibility for annual giving, major gifts, planned giving, and donor relations.  Julie also serves as a major gifts fundraiser for Catholic Extension... Read More →
avatar for Eric Constant

Eric Constant

Senior Director of Development, Catholic Extension
Eric Constant is Senior Director of Development at Catholic Extension.  Among his responsibilities are   strategic leadership and creative direction for the direct marketing and lead annual giving programs.  Under his supervision these programs have experienced substantial growth... Read More →


Monday October 10, 2016 1:45pm - 2:45pm
Baltimore 1

1:45pm

The Pivotal Connection Between Governance and Advancement
This session will provide a series of best practices to Executive Directors, CEO's, Development Directors, and Board members relative to the key connection between good governance and effective philanthropy.

Objectives:
1. To educate the participants as to the do's and dont's.
2. To deal with real life challenges existing between executive/staff and board members.
3. To outline a survey that will help the institution to better understand the attitudes of board  
    members towards philanthropy.

Moderators
avatar for Anne Thomson Delaney

Anne Thomson Delaney

Director of Development, IBVM Loretto Sisters
This is my ninth year with the IBVM Loretto Sisters With recent changes in our locations, we are looking for better ways to stay connected with our alumni, donors, and friends. These are different times for sure. Our aging populations remind us of how best to communicate while... Read More →

Speakers
avatar for George C. Ruotolo, Jr., CFRE

George C. Ruotolo, Jr., CFRE

Chairman and CEO, Ruotolo Associates, Inc.
George Ruotolo is currently serving as Chair of the Ramapo College of New Jersey Board of Trustees. Also, he was a founding member of the Ridgewood Educational Foundation, Ridgewood, NJ.  In addition, he worked with the President of Niagara University on a major capital campaign... Read More →
avatar for Richard Heist, CFRE

Richard Heist, CFRE

Executive Director, Our Lady of Victory Homes of Charity
 Richard L. (Rick) Heist, CFRE, is the Executive Director of Our Lady of Victory Homes of Charity in Lackawanna, NY.  He holds a B.A. from St. John Vianney Seminary, an M.S. from Canisius College, and a Certificate in Supervision from the University of North Carolina.  He has held... Read More →
avatar for Melpomeni N. Murdakes

Melpomeni N. Murdakes

Senior Consultant, Ruotolo Associates, Inc.
Melpomeni N. Murdakes began her career in institutional advancement as an undergraduate student at Northwestern University. In 1988, her professional career began there as well. As Director of Student Relations, she was responsible for fund raising and programming emphasizing the... Read More →
avatar for Theresa Shubeck

Theresa Shubeck

Executive Vice President, Ruotolo Associates, Inc.
Theresa Shubeck has 34 years of professional philanthropic experience and is currently Executive Vice President of Ruotolo Associates Inc. (RA), overseeing firm-wide client services.  Theresa has been a member of the RA team for 20 years and has counseled non-profits of all types... Read More →


Monday October 10, 2016 1:45pm - 2:45pm
Baltimore 4
 
Tuesday, October 11
 

10:15am

ACGA BEST PRACTICES-From a Donor's Perspective

This presentation is designed to address the issue of donors having confidence in your Charitable Gift Annuity program because of the “best practices” you use in marketing, gift development, administration and stewardship.  Also highlighted is a new section on “Managing the Financial Liability of your Gift Annuity Program” with a special pass out on that topic.  Exciting new and up to the minute information will also be provided on HB 5171-THE LEGACY IRA and how you and your organization can help make it a reality.  This exciting session promises to prepare you and your organization to offer the very best in a Charitable Gift Annuity program.


Moderators
avatar for Lisa Quist

Lisa Quist

Manager of Gift Planning, Maryknoll Fathers and Brothers
           

Speakers
avatar for Lindsay Lapole, CFRE

Lindsay Lapole, CFRE

President and Chariman of the Board, American Council on Gift Annuities
Mr. Lapole is a native of West Virginia and a graduate of Marshall University in Huntington, West Virginia.  Lindsay began his career in fund raising and with the Boy Scouts of America in 1969 in Louisville, KY.  During that time, he was responsible for the recruitment, training... Read More →


Tuesday October 11, 2016 10:15am - 11:15am
Annapolis 4

10:15am

Organizational Ethics
Catholic development officers frequently face ethical dilemmas in their work to raise funds for their organizations in the context of ministry.  Often, organizational factors influence the experience of ethical dilemmas.  This interactive workshop will present ethical theories and principles while exploring a model of ethical decision making.  Participants will be asked to share examples from their experience to contribute to the discussion and advance the application of ethical theories and problem solving. 

Moderators
avatar for Allison Hewitt

Allison Hewitt

Executive Director of Development, Marianist Province of the US

Speakers
avatar for Lynn Milgram Mayer, Ph.D, L.I.C.S.W.

Lynn Milgram Mayer, Ph.D, L.I.C.S.W.

Vice Provost and Dean of Undergraduate Studies, The Catholic University of America
Dr. Mayer joined the faculty as a full-time, Assistant Professor and Chair of the Undergraduate Social Work Program in 2005. She is currently serving as Vice Provost and Dean of Undergraduate Studies. Before joining the faculty on a full-time basis, Dr. Mayer worked as a Research... Read More →


Tuesday October 11, 2016 10:15am - 11:15am
Baltimore 1

1:45pm

Leadership: Part Art and Part Science - Session 1
This session will explore basic concepts and theories of leadership,

 To differentiate leadership from management,
 To understand the uses of collaborative leadership to advance work within agencies and  
 communities,
 To differentiate transactional and transformational leadership, and
 To give the participants an opportunity to self-assess their leadership capacities.


Moderators
SC

Sr. Cathy Katoski, OSF

President and Director of Development, Sisters of St. Francis of Dubuque, Iowa

Speakers
avatar for Wendy Whiting Blome, LICSW, PhD

Wendy Whiting Blome, LICSW, PhD

Associate Professor, Retired, School of Social Service, The Catholic University of America
Wendy Whiting Blome, LICSW, PhD, recently retired as an Associate Professor at the National Catholic School of Social Service, The Catholic University of America, Washington, D.C.  Dr. Blome has more than 35 years of experience in child welfare and social services as a direct... Read More →


Tuesday October 11, 2016 1:45pm - 2:45pm
Baltimore 1

3:15pm

Leadership: Part Art and Part Science - Session 2

Being an effective leader is a challenge.  Through an exercise and discussion this session will explore common leadership issues and help leaders explore ways to be more dynamic and productive.

Moderators
FB

Fr. Bob Colaresi, O.Carm

Director, Society of the Little Flower

Speakers
avatar for Wendy Whiting Blome, LICSW, PhD

Wendy Whiting Blome, LICSW, PhD

Associate Professor, Retired, School of Social Service, The Catholic University of America
Wendy Whiting Blome, LICSW, PhD, recently retired as an Associate Professor at the National Catholic School of Social Service, The Catholic University of America, Washington, D.C.  Dr. Blome has more than 35 years of experience in child welfare and social services as a direct... Read More →


Tuesday October 11, 2016 3:15pm - 4:15pm
Baltimore 1