• Cohort 19
    • Meet the Members C19
    • Canvas Site
    • Foundational Retreat | July 2019
    • Catholic School Governance | September 17 2019
    • Oct. 23, 2019 - School Boards Webinar
    • Achieving Your Enrollment Goals | November 5, 2019 >
      • Presenters November 2019
    • Dec 10, 2019 - School Boards Webinar
  • Cohort 18
    • Canvas Site
    • Meet the Members C18
    • Foundational Retreat | July 2018
    • Symposium on Catholic School Governance | September 19, 2018
    • Forming Whole-Child Assessment Practices| November 7, 2018
    • Implementing "Assessment For Learning" Using Progress Variables Webinar I Dec. 4th, 2018
    • Courageous Leadership: Technology, Data & Transparency l January23, 2019
    • Courageous Leadership: Technology, ​Data and Transparency Follow-up Webinar | March 21, 2019
    • Boosting Professional Capital | April 10, 2019 >
      • Presenters April 2019
    • Spring Retreat, May 2019 >
      • Presenters May 2019
    • Catholic School Governance| Sept 17, 2019
    • Achieving your Enrollment Goals | November 5, 2019
  • Cohort 17
    • Meet the Members
    • Foundational Retreat | July 2017 >
      • Gallery
    • Leading Effective School Boards | September 19, 2017 >
      • Presenters September 2017
    • Catholic School Leadership: Mercy, Hospitality, Fidelity & Prudence | October 12, 2017 Webinar
    • Achieving Your Enrollment Goals | November 8, 2017
    • Refining Targets and Communicating Benefits (Webinar) | December 5, 2017
    • Schools of Plenty: Finance and Philanthropy l January23, 2018
    • Philanthropy Writing Webinar I Feb. 28, 2018
    • Improving Schools Through System-Thinking C17 | April 10, 2018
    • Systems-Thinking Webinar I April. 19, 2018
    • Spring Retreat, May 2018 >
      • Presenters May 2018
    • Symposium on Catholic School Governance | Sept. 19, 2018
    • Forming Whole-Child Assessment Practices
    • Implementing "Assessment For Learning" Using Progress Variables Webinar | Dec. 4, 2018
    • Courageous Leadership: Technology, Data & Transparency l January23, 2019
    • Courageous Leadership: Technology, ​Data and Transparency Follow-up Webinar | March 21, 2019
    • Retreat, Commencement, and Workshop >
      • Closing Retreat and Commencement | April 9, 2019
      • Boosting Professional Capital | April 10, 2019
  • Cohort 16
    • Foundational Retreat | July 2016
    • Leading Effective School Boards | September 26, 2016
    • Catholic School Leadership | October 19, 2016 Webinar
    • Assessment for Learning | November 16, 2016
    • Joy of the Gospel! | March 10, 2017
    • Boosting Professional Capital | March 30, 2017 >
      • Presenters March 30, 2017
    • Spring Retreat, May 2017 >
      • Presenters
    • Leading Effective School Boards-Part II | September 19, 2017
    • Catholic School Leadership: Mercy, Hospitality, Fidelity & Prudence | October 12, 2017 Webinar
    • Achieving Your Enrollment Goals | November 8, 2017
    • Refining Targets and Communicating Benefits I Dec. 5, 2017 Webinar
    • Schools of Plenty: Finance and Philanthropy | January 23, 2018
    • Philanthropy Writing Webinar I Feb. 28, 2018
    • Improving Schools Through System-Thinking C16 | April 10, 2018
    • Systems-Thinking Webinar I April. 19, 2018
  • Cohort 15
    • Foundational Retreat | July 2015
    • Leading Effective School Boards | September 23, 2015
    • Achieving Your Enrollment Goals | November 17, 2015
    • Developing and Managing Your School's Brand (Webinar) | December 11, 2015
    • Excellence in Financial Stewardship | January 13, 2016
    • Step by Step: Building Your Financial Plan (Webinar) | February 23, 2016
    • Schools on the Move: The Direction of Effective Leadership | April 12, 2016
    • Spring Retreat | May 2016
    • Leading Effective School Boards | September 23, 2015
    • Catholic School Leadership | October 19, 2016 Webinar
    • Assessment for Learning | November 16, 2016
    • Joy of the Gospel! | March 10, 2017
    • Boosting Professional Capital & Commencement | March 30, 2017
    • Refining Targets and Communicating Benefits (Webinar) | December 5, 2017
  • Cohort 14
    • Foundational Retreat | July 2014
    • Leading an Effective School Board | September 23, 2014
    • Leading Effective School Assessment | Nov. 19, 2014
    • Student & Faculty Faith Formation | March 4, 2015
    • Spring Retreat | May 2015
    • Achieving Your Enrollment Goals | November 17, 2015
    • Developing and Managing Your School's Brand (Webinar) | December 11, 2015
    • Excellence in Financial Stewardship | January 13, 2016
    • Step by Step: Building Your Financial Plan (Webinar) | February 23, 2016
    • Schools on the Move: The Direction of Effective Leadership | April 12, 2016
  • Cohort 13
    • Foundational Retreat | July 2013
    • Leading Effective School Boards | October 10, 2013
    • Mission-Driven Finances | January 15, 2014
    • Supporting Continuous Faculty Growth for Student Achievement | March 12, 2014
    • Schools on the Move: The Direction of Effective Leadership | April 1, 2014
    • Spring Retreat | May 2014
    • Leading Effective School Assessment | November 19, 2014
    • Student & Faculty Faith Formation | March 4, 2015
  • Cohort 12
    • Schools on the Move: The Direction of Effective Leadership | April 1, 2014
    • Achieving Your Enrollment Goals | November 20, 2013
    • Expanding Innovation & Technology | September 18, 2013
  The Emmaus Series

Schools of Plenty: Finance and Philanthropy 
January 23, 2018 | Cohort 16 & 17|
Connors Family Retreat and Conference Center, Dover MA
Driving Directions to the Connors Center

    OUTCOMES    |     AGENDA     |       SPEAKER PROFILES 

 
Picture
 
Presenters
  • Adam Krueckeberg, Interim Executive Director, Student Services and former Program Director, University Strategic Planning Initiative, Boston College
  • Ray Witkowski, Managing Director at Changing Our World, Inc.
  • Matthew Gembecki, Managing Director at Changing Our World, Inc.
  • Patricia Weitzel-O'Neill, Executive Director at The Roche Center for Catholic Education at Boston College Lynch School of Education
  • Sam Urh, Graduate Student at The Lynch School of Education, Boston College
 

Workshop Outcomes

Morning sessions - Estate Room
Financial Planning: On the Road to Sustainability
​
Adam Krueckeberg, Interim Executive Director, Student Services, Boston College
Outcomes: 
  • Understanding what's most important about financial planning;
  • Committing to a culture of financial transparency and responsibility; and
  • Casting out the fear of financial information.

              
Building a Culture of Philanthropy
​
Ray Witkowski, Managing Director at Changing Our World, Inc.
Matthew Gembecki, Managing Director at Changing Our World, Inc.
Outcomes - The session will provide an overview of the steps involved in building a philanthropic culture at Catholic educational institutions today. Attendees will come away with:
  • A deeper understanding of what’s happening in philanthropy today and its potential impact on tomorrow; 
  • What it takes to get to know your donors; 
  • Advanced tools for cultivating and prospecting donors, including highlights of key data and research from Changing Our World; and,
  • Engaging with your key stakeholders on an ongoing basis. 



In-person Sessions
Developing a Compelling Case for Support
Ray Witkowski, Managing Director at Changing Our World, Inc.
Outcomes - Why should donors give to your school? At times, this can be a challenging question. Your case for support should make it easier to answer. During this interactive session, attendees will come away with:
  • Steps in developing a compelling and relevant case for support; and
  • How to effectively communicate your case to multiple audiences (i.e., prospective students, parents, donors, etc.)


Creating An Electronic Tool Box for Planning
Sam Uhr – Graduate Student Lynch School of Education, Boston College
Patricia Weitzel-O’Neill, Ph.D.  – Roche Center for Catholic Education, BC
Outcomes: 
  • Understand the importance of finding useful “information” from your data – to create better plans.
  • Recognize the importance of enrollment data, payment data and assistance data and their unique relationship. 
  • Know, understand and plan for the “gap”.  What numbers must you have?  (GAP = Real Cost – (Real dollars collected plus in kind assistance.))
  • Recognize relative predicting is possible with good data. 

Virtual Afternoon Sessions
A Financial Planning Sandbox
​
Adam Krueckeberg, Interim Executive Director, Student Services, Boston College
Outcome:
  • Solidifying the morning's material related to financial planning through a hands-on experience with a best-practice approach and tool

Getting Your Board More Involved in Fundraising
​
Matthew Gembecki, Managing Director at Changing Our World, Inc.
Outcomes - Many institutions struggle with getting their board members more engaged and actively involved in fundraising and advancement efforts. Attendees at this session will come away with:
  • How to reaffirm your board’s roles and responsibilities; and,
  • How to get your board more actively involved in fundraising efforts.


Agenda
Download PDF Agenda
 
 8:30-9:30 am - Early Bird Café, Garden Terrace  -  Arrive early and enjoy some designated school leader space to work or chat with  fellow Emmaus colleagues. Coffee and light fare provided. 
 
9:00 am - Arrival, Coffee and Networking

9:30 am - Opening Prayer & Welcome, Estate Room

9:50 am - Presentation I, Estate Room
  • Financial Planning: On the Road to Sustainability with Adam Krueckeberg
​                            Presentation

 
11:00 am - Presentation II, Estate Room​
  • ​Building a Culture of Philanthropy  ​with Ray Witkowski and Matthew Gembecki
                          

​12:00 pm  1:00 pm - Lunch, Dining Room      

​​​1:00 pm - Breakout Session I
      Virtual participants
  • ​A Financial Planning Sandbox - Adam Krueckeberg
  • Getting Your Board More Involved in Fundraising with Matthew Gembecki
                              

      On-site participants
  • Estate Room:  An Electronic Tool Box for Planning with Sam Uhr and Patricia Weitzel-O’Neill, Ph.D. 
  • ​Main Parlor: Developing a Compelling Case for Support with Ray Witkowski
                            


2:10 pm - Breakout Session II
      Virtual  participants
  • ​A Financial Planning Sandbox with Adam Krueckeberg
  • Getting Your Board More Involved in Fundraising with Matthew Gembecki
​​                 

       On-site participants
  • Estate Room:  An Electronic Tool Box for Planning with Sam Uhr and Patricia Weitzel-O’Neill, Ph.D. 
  • ​Main Parlor: Developing a Compelling Case for Support with Ray Witkowski ​
​          

​3:15 pm - Wrap-up, closing prayer, Estate Room

Twitter:
@rochecenter
​#EmmausSeries
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