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Sunday, June 25
 

5:30pm

Registration
The CSM registration table will be available to pick-up your Certificate Program packets and nametag.  Don't forget to bring your school samples to display!  

Sunday June 25, 2017 5:30pm - 6:30pm
Pre-Convene Hallway (outside Laguna Ballroom)
 
Monday, June 26
 

7:30am

Registration
Monday June 26, 2017 7:30am - 8:30am
Seaside Ballroom Hallway

8:30am

Daily Opening Session
Opening Prayer, Announcements, and Morning Welcome

Speakers
avatar for Maria J. Ribera

Maria J. Ribera

CSM President and Executive Consultant, Catholic School Management
Maria Ribera is President, COO, and Executive Consultant for Catholic School Management. Maria has been associated with Catholic education since 1992 when she first started her teaching career. As an educator, Maria has been a classroom teacher in the Catholic K-12 setting and has held... Read More →


Monday June 26, 2017 8:30am - 9:00am
Seaside Ballroom

9:00am

The Changing Face of Catholic Schools: The Journey from Welcoming to Belonging
Today's Social Media Challenge:
“Checking-in” on FB and writing a post on your school’s FB page (or your own) about CSM and SCP

Speakers
avatar for Maria J. Ribera

Maria J. Ribera

CSM President and Executive Consultant, Catholic School Management
Maria Ribera is President, COO, and Executive Consultant for Catholic School Management. Maria has been associated with Catholic education since 1992 when she first started her teaching career. As an educator, Maria has been a classroom teacher in the Catholic K-12 setting and has held... Read More →


Monday June 26, 2017 9:00am - 10:00am
Seaside Ballroom

10:15am

Catholic School Environment & Culture in an Increasingly Diverse Church
Today's Social Media Challenge:
“Checking-in” on FB and writing a post on your school’s FB page (or your own) about CSM and SCP

Speakers
avatar for Dr. Austin Conley

Dr. Austin Conley

Guest Presenter, Catholic School Management
Dr. Austin Conley is the Director of Advancement for Catholic schools in the Diocese of San Bernardino, CA. He has held senior operations management positions for Johnson and Johnson, Baxter Healthcare, Harley-Davidson, Robertshaw and the Blood Bank. He has taught coursework in Lean Thinking, Continuous Improvement, Strategic Planning, Managerial Leadership, Finance, Critical Theory, Research Methods and Customer Service in several different countries for Fortune 500 companies and higher education. He also serves as a peer reviewer for the American Education Research Association, AERA. He teaches in the School of Education at the University of Redlands and serves as board member for the Loyola Marymount University, School of Education. His undergraduate degree is from California State University, Fullerton and his MBA and Ed.D. are from the University of... Read More →
avatar for Maria J. Ribera

Maria J. Ribera

CSM President and Executive Consultant, Catholic School Management
Maria Ribera is President, COO, and Executive Consultant for Catholic School Management. Maria has been associated with Catholic education since 1992 when she first started her teaching career. As an educator, Maria has been a classroom teacher in the Catholic K-12 setting and has held... Read More →



Monday June 26, 2017 10:15am - 12:00pm
Salon A

10:15am

Enrollment Management Framework
Today's Social Media Challenge:
“Checking-in” on FB and writing a post on your school’s FB page (or your own) about CSM and SCP

Speakers
avatar for Dr. Julie C. Delaney

Dr. Julie C. Delaney

Guest Presenter, Catholic School Management
Dr. Julie C. Delaney has 33 years of experience in Catholic schools as both a teacher and administrator. Dr. Delaney is in her tenth year as a Catholic school administrator, currently serving as the principal of St. Paul the Apostle Catholic School in Davenport, Iowa (2008-present). In 2011, St. Paul the Apostle was awarded the National Blue Ribbon School Award by the United States Department of Education. St... Read More →
avatar for Susana A. Garcia

Susana A. Garcia

CSM Adjunct Consultant, Catholic School Management
Susana specializes in enrollment management, marketing, and social media planning. She originally began her career in Catholic education as a Religious Studies teacher, and holds a Master's of Arts in Spirituality from Santa Clara University. Her leadership roles have included Religious Studies Department Chair as well as Director of Campus Ministry and Retreat Coordinator. Her passion for making Catholic education come alive for students extends into her ability to tell the stories that show why families should choose a Catholic education. Since 2011, Susana has been directing enrollment programs at Notre Dame High School in San... Read More →



Monday June 26, 2017 10:15am - 12:00pm
Del Mar

10:15am

Foundational Documents for Today's Successful Schools
Today's Social Media Challenge:
“Checking-in” on FB and writing a post on your school’s FB page (or your own) about CSM and SCP

Speakers
avatar for Richard J. Burke

Richard J. Burke

CSM Founder and Senior Executive Consultant, Catholic School Management
Richard was founder and president of Catholic School Management, the preeminent Catholic school consulting firm which has provided consultative guidance, publications and training programs for parish, private and diocesan Catholic elementary and secondary schools and parishes since 1973. He has 45... Read More →



Monday June 26, 2017 10:15am - 12:00pm
Del Monte

10:15am

The Comprehensive Advancement Plan: Making the Case for Giving; Developing the Advancement Team
Today's Social Media Challenge:
“Checking-in” on FB and writing a post on your school’s FB page (or your own) about CSM and SCP

Speakers
avatar for Edward J. Barrett

Edward J. Barrett

CSM Senior Development Consultant, Catholic School Management
Edward currently serves as Director of Institutional Advancement for Providence Catholic High School, New Lenox, Illinois. Since 1990, he has built a successful  comprehensive Institutional Advancement program at Providence Catholic High School, including extensive | communications and marketing programs, coordination... Read More →
avatar for Jennifer M. Trefelner, APR, CPRC

Jennifer M. Trefelner, APR, CPRC

Adjunct Consultant and Online Communications Coordinator, Catholic School Management
Jennifer has been the Director of Institutional Advancement at John Carroll High School in Fort Pierce, Florida, since 2004. She currently manages job duties including the integrated functions of fundraising and friend-raising, public relations and media relations, marketing and advertising, electronic communications and website development, community and parent relations, and alumni cultivation and institutional planning. She works on a part-time basis directly for the Diocese of Palm Beach as the Online Communications Consultant for the Office of Catholic Schools. Through this... Read More →



Monday June 26, 2017 10:15am - 12:00pm
Salon F

12:00pm

Lunch & Roundtable Discussions
Monday June 26, 2017 12:00pm - 1:00pm
Salon D

1:00pm

Apps for the Development Office
Today's Social Media Challenge:
“Checking-in” on FB and writing a post on your school’s FB page (or your own) about CSM and SCP

Speakers
avatar for Jennifer M. Trefelner, APR, CPRC

Jennifer M. Trefelner, APR, CPRC

Adjunct Consultant and Online Communications Coordinator, Catholic School Management
Jennifer has been the Director of Institutional Advancement at John Carroll High School in Fort Pierce, Florida, since 2004. She currently manages job duties including the integrated functions of fundraising and friend-raising, public relations and media relations, marketing and advertising, electronic communications and website development, community and parent relations, and alumni cultivation and institutional planning. She works on a part-time basis directly for the Diocese of Palm Beach as the Online Communications Consultant for the Office of Catholic Schools. Through this... Read More →



Monday June 26, 2017 1:00pm - 2:15pm
Salon E

1:00pm

Implementing a Distinctive Marketing Message
Today's Social Media Challenge:
“Checking-in” on FB and writing a post on your school’s FB page (or your own) about CSM and SCP

Speakers
avatar for Susana A. Garcia

Susana A. Garcia

CSM Adjunct Consultant, Catholic School Management
Susana specializes in enrollment management, marketing, and social media planning. She originally began her career in Catholic education as a Religious Studies teacher, and holds a Master's of Arts in Spirituality from Santa Clara University. Her leadership roles have included Religious Studies Department Chair as well as Director of Campus Ministry and Retreat Coordinator. Her passion for making Catholic education come alive for students extends into her ability to tell the stories that show why families should choose a Catholic education. Since 2011, Susana has been directing enrollment programs at Notre Dame High School in San... Read More →



Monday June 26, 2017 1:00pm - 2:15pm
Salon G

1:00pm

Organizing for Success: Models and Best Practices
Today's Social Media Challenge:
“Checking-in” on FB and writing a post on your school’s FB page (or your own) about CSM and SCP

Speakers
avatar for Robert A. Bailey

Robert A. Bailey

CSM Adjunct Consultant, Catholic School Management
Robert has been a junior high and high school administrator for over 30 years working in a broad spectrum of roles including faculty member in various departments, Dean of Students, Coach, Religious Studies Department Chair, Vice Principal for Student Life, and most recently Vice... Read More →
avatar for Dr. Lois J. Cavucci

Dr. Lois J. Cavucci

Administrator Search Consultant, Catholic School Management
Lois is an experienced Catholic school leader who most recently served Catholic education as the founding president and CEO of Lumen Christi Catholic Schools, a system of schools comprised of six elementary Catholic schools and four Early Childhood Learning Centers within the Diocese of Youngstown, Ohio. She provided leadership of the school system in order to achieve the fullest attainment of the mission of the system, while taking responsibility for its personnel and... Read More →



Monday June 26, 2017 1:00pm - 2:15pm
El Camino

1:00pm

Beyond the Budget: Financial Planning for School Leaders
Today's Social Media Challenge:
“Checking-in” on FB and writing a post on your school’s FB page (or your own) about CSM and SCP

Speakers
avatar for Richard J. Burke

Richard J. Burke

CSM Founder and Senior Executive Consultant, Catholic School Management
Richard was founder and president of Catholic School Management, the preeminent Catholic school consulting firm which has provided consultative guidance, publications and training programs for parish, private and diocesan Catholic elementary and secondary schools and parishes since 1973. He has 45... Read More →
avatar for Dr. Austin Conley

Dr. Austin Conley

Guest Presenter, Catholic School Management
Dr. Austin Conley is the Director of Advancement for Catholic schools in the Diocese of San Bernardino, CA. He has held senior operations management positions for Johnson and Johnson, Baxter Healthcare, Harley-Davidson, Robertshaw and the Blood Bank. He has taught coursework in Lean Thinking, Continuous Improvement, Strategic Planning, Managerial Leadership, Finance, Critical Theory, Research Methods and Customer Service in several different countries for Fortune 500 companies and higher education. He also serves as a peer reviewer for the American Education Research Association, AERA. He teaches in the School of Education at the University of Redlands and serves as board member for the Loyola Marymount University, School of Education. His undergraduate degree is from California State University, Fullerton and his MBA and Ed.D. are from the University of... Read More →



Monday June 26, 2017 1:00pm - 3:45pm
Del Monte

1:00pm

Creating the Welcoming Environment in Catholic Education & Stakeholder Involvement
Today's Social Media Challenge:
“Checking-in” on FB and writing a post on your school’s FB page (or your own) about CSM and SCP

Speakers
avatar for Maria J. Ribera

Maria J. Ribera

CSM President and Executive Consultant, Catholic School Management
Maria Ribera is President, COO, and Executive Consultant for Catholic School Management. Maria has been associated with Catholic education since 1992 when she first started her teaching career. As an educator, Maria has been a classroom teacher in the Catholic K-12 setting and has held... Read More →



Monday June 26, 2017 1:00pm - 3:45pm
Salon A

1:00pm

The Development Communication Plan: Print, Web, Electronic, Social
Today's Social Media Challenge:
“Checking-in” on FB and writing a post on your school’s FB page (or your own) about CSM and SCP

Speakers
avatar for Edward J. Barrett

Edward J. Barrett

CSM Senior Development Consultant, Catholic School Management
Edward currently serves as Director of Institutional Advancement for Providence Catholic High School, New Lenox, Illinois. Since 1990, he has built a successful  comprehensive Institutional Advancement program at Providence Catholic High School, including extensive | communications and marketing programs, coordination... Read More →



Monday June 26, 2017 1:00pm - 3:45pm
Salon F

1:00pm

​Enrollment 101: Research, Message, Influencers, Planning, Goal Setting, and Reporting
Today's Social Media Challenge:
“Checking-in” on FB and writing a post on your school’s FB page (or your own) about CSM and SCP

Speakers
avatar for Dr. Julie C. Delaney

Dr. Julie C. Delaney

Guest Presenter, Catholic School Management
Dr. Julie C. Delaney has 33 years of experience in Catholic schools as both a teacher and administrator. Dr. Delaney is in her tenth year as a Catholic school administrator, currently serving as the principal of St. Paul the Apostle Catholic School in Davenport, Iowa (2008-present). In 2011, St. Paul the Apostle was awarded the National Blue Ribbon School Award by the United States Department of Education. St... Read More →



Monday June 26, 2017 1:00pm - 3:45pm
Del Mar

2:30pm

Engaging School-Wide Accountability
Today's Social Media Challenge:
“Checking-in” on FB and writing a post on your school’s FB page (or your own) about CSM and SCP

Speakers
avatar for Susana A. Garcia

Susana A. Garcia

CSM Adjunct Consultant, Catholic School Management
Susana specializes in enrollment management, marketing, and social media planning. She originally began her career in Catholic education as a Religious Studies teacher, and holds a Master's of Arts in Spirituality from Santa Clara University. Her leadership roles have included Religious Studies Department Chair as well as Director of Campus Ministry and Retreat Coordinator. Her passion for making Catholic education come alive for students extends into her ability to tell the stories that show why families should choose a Catholic education. Since 2011, Susana has been directing enrollment programs at Notre Dame High School in San... Read More →



Monday June 26, 2017 2:30pm - 3:45pm
Salon G

2:30pm

Online Giving, Social Media, and Leveraging an Ambassador Program
Today's Social Media Challenge:
“Checking-in” on FB and writing a post on your school’s FB page (or your own) about CSM and SCP

Speakers
avatar for Jennifer M. Trefelner, APR, CPRC

Jennifer M. Trefelner, APR, CPRC

Adjunct Consultant and Online Communications Coordinator, Catholic School Management
Jennifer has been the Director of Institutional Advancement at John Carroll High School in Fort Pierce, Florida, since 2004. She currently manages job duties including the integrated functions of fundraising and friend-raising, public relations and media relations, marketing and advertising, electronic communications and website development, community and parent relations, and alumni cultivation and institutional planning. She works on a part-time basis directly for the Diocese of Palm Beach as the Online Communications Consultant for the Office of Catholic Schools. Through this... Read More →



Monday June 26, 2017 2:30pm - 3:45pm
Salon E

2:30pm

Using Data to Build and Monitor Success
Today's Social Media Challenge:
“Checking-in” on FB and writing a post on your school’s FB page (or your own) about CSM and SCP

Speakers
avatar for Robert A. Bailey

Robert A. Bailey

CSM Adjunct Consultant, Catholic School Management
Robert has been a junior high and high school administrator for over 30 years working in a broad spectrum of roles including faculty member in various departments, Dean of Students, Coach, Religious Studies Department Chair, Vice Principal for Student Life, and most recently Vice... Read More →
avatar for Dr. Lois J. Cavucci

Dr. Lois J. Cavucci

Administrator Search Consultant, Catholic School Management
Lois is an experienced Catholic school leader who most recently served Catholic education as the founding president and CEO of Lumen Christi Catholic Schools, a system of schools comprised of six elementary Catholic schools and four Early Childhood Learning Centers within the Diocese of Youngstown, Ohio. She provided leadership of the school system in order to achieve the fullest attainment of the mission of the system, while taking responsibility for its personnel and... Read More →



Monday June 26, 2017 2:30pm - 3:45pm
El Camino

4:00pm

Daily Closing Session
Closing Prayer, Announcements

Speakers
avatar for Maria J. Ribera

Maria J. Ribera

CSM President and Executive Consultant, Catholic School Management
Maria Ribera is President, COO, and Executive Consultant for Catholic School Management. Maria has been associated with Catholic education since 1992 when she first started her teaching career. As an educator, Maria has been a classroom teacher in the Catholic K-12 setting and has held... Read More →


Monday June 26, 2017 4:00pm - 4:30pm
Seaside Ballroom

5:30pm

Mass at the historic San Carlos Cathedral
To learn more about San Carlos Cathedral, visit the church website.

Monday June 26, 2017 5:30pm - 6:30pm
San Carlos Cathedral 500 Church St., Monterey, CA 93940

6:30pm

Summer Picnic and Social
This social and picnic will immediately follow Mass.

Monday June 26, 2017 6:30pm - 8:00pm
San Carlos Cathedral Hall 500 Church St., Monterey, CA 93940
 
Tuesday, June 27
 

8:30am

Daily Opening Session
Opening Prayer, Announcements, and Morning Welcome

Today's Social Media Challenges:

•Tuesday AM: Using the #CSMSummer2017 hashtag and sharing a CSM social media post on FB, Instagram, or Twitter
•Tuesday PM: Submitting a creative “Photo-of-the-Day” on any social media site (don’t forget to use the hashtag) 

Speakers
avatar for Maria J. Ribera

Maria J. Ribera

CSM President and Executive Consultant, Catholic School Management
Maria Ribera is President, COO, and Executive Consultant for Catholic School Management. Maria has been associated with Catholic education since 1992 when she first started her teaching career. As an educator, Maria has been a classroom teacher in the Catholic K-12 setting and has held... Read More →


Tuesday June 27, 2017 8:30am - 9:00am
Seaside Ballroom

9:00am

Responding to Change: Case Studies of Success
Tuesday AM Social Media Challenge: Using the #CSMSummer2017 hashtag and sharing a CSM social media post on FB, Instagram, or Twitter

Speakers
avatar for Richard J. Burke

Richard J. Burke

CSM Founder and Senior Executive Consultant, Catholic School Management
Richard was founder and president of Catholic School Management, the preeminent Catholic school consulting firm which has provided consultative guidance, publications and training programs for parish, private and diocesan Catholic elementary and secondary schools and parishes since 1973. He has 45... Read More →



Tuesday June 27, 2017 9:00am - 10:00am
Seaside Ballroom

10:15am

Budgeting & Finance in Relationship to an Inclusive and Welcoming Environment
Tuesday AM Social Media Challenge: Using the #CSMSummer2017 hashtag and sharing a CSM social media post on FB, Instagram, or Twitter 

Speakers
avatar for Dr. Austin Conley

Dr. Austin Conley

Guest Presenter, Catholic School Management
Dr. Austin Conley is the Director of Advancement for Catholic schools in the Diocese of San Bernardino, CA. He has held senior operations management positions for Johnson and Johnson, Baxter Healthcare, Harley-Davidson, Robertshaw and the Blood Bank. He has taught coursework in Lean Thinking, Continuous Improvement, Strategic Planning, Managerial Leadership, Finance, Critical Theory, Research Methods and Customer Service in several different countries for Fortune 500 companies and higher education. He also serves as a peer reviewer for the American Education Research Association, AERA. He teaches in the School of Education at the University of Redlands and serves as board member for the Loyola Marymount University, School of Education. His undergraduate degree is from California State University, Fullerton and his MBA and Ed.D. are from the University of... Read More →
avatar for Maria J. Ribera

Maria J. Ribera

CSM President and Executive Consultant, Catholic School Management
Maria Ribera is President, COO, and Executive Consultant for Catholic School Management. Maria has been associated with Catholic education since 1992 when she first started her teaching career. As an educator, Maria has been a classroom teacher in the Catholic K-12 setting and has held... Read More →



Tuesday June 27, 2017 10:15am - 12:00pm
Salon A

10:15am

Cultivating Donors and Securing Major Gifts
Tuesday AM Social Media Challenge: Using the #CSMSummer2017 hashtag and sharing a CSM social media post on FB, Instagram, or Twitter 

Speakers
avatar for Edward J. Barrett

Edward J. Barrett

CSM Senior Development Consultant, Catholic School Management
Edward currently serves as Director of Institutional Advancement for Providence Catholic High School, New Lenox, Illinois. Since 1990, he has built a successful  comprehensive Institutional Advancement program at Providence Catholic High School, including extensive | communications and marketing programs, coordination... Read More →



Tuesday June 27, 2017 10:15am - 12:00pm
Salon E

10:15am

Establishing an Annual Giving Campaign
Tuesday AM Social Media Challenge: Using the #CSMSummer2017 hashtag and sharing a CSM social media post on FB, Instagram, or Twitter 

Speakers
avatar for Jennifer M. Trefelner, APR, CPRC

Jennifer M. Trefelner, APR, CPRC

Adjunct Consultant and Online Communications Coordinator, Catholic School Management
Jennifer has been the Director of Institutional Advancement at John Carroll High School in Fort Pierce, Florida, since 2004. She currently manages job duties including the integrated functions of fundraising and friend-raising, public relations and media relations, marketing and advertising, electronic communications and website development, community and parent relations, and alumni cultivation and institutional planning. She works on a part-time basis directly for the Diocese of Palm Beach as the Online Communications Consultant for the Office of Catholic Schools. Through this... Read More →
avatar for David J. Holquin

David J. Holquin

CSM Adjunct Consultant, Catholic School Management
David Holquin is currently the Director of Development at Bellarmine College Preparatory in San Jose, CA. Founded in 1851, Bellarmine is a Catholic school in the Jesuit tradition with 1,650 students and over 18.000 alumni. He directs the fundraising for the school, as well as supervises the Office of Alumni Relations. He recently led the school's first ever giving day which saw nearly 1,500 donors contribute almost $300,000 in one day. Prior to Bellarmine, David served for 11 years at Justin-Siena High School, a Catholic school in the Lasallian tradition. At Justin-Siena, David served in numerous capacities including Director of Campus Ministry, Summer Programs Director, Director of Admissions, Chief Advancement Officer, and interim Principal. While Director of Admissions, David led the school to its highest enrollment in school history, as well as its best retention rates in over a decade. He was also instrumental in rebuilding the Alumni Relations program at Justin-Siena and saw an increase in donors as well as dollars for annual giving. David is a proud graduate of Christian Brothers High School in Sacramento and St. Mary's College of California where he earned a Business degree in Economics with an honors concentration in Finance. He also holds a Masters in Nonprofit Administration from the Unviersity of Notre Dame in South Bend, Indiana.He lives with his wife, Danielle, and two chidlren, Jackson and Sloane, in San Ramon, and is an active parishioner at Santa Maria Catholic Church in... Read More →



Tuesday June 27, 2017 10:15am - 12:00pm
Salon F

10:15am

Leadership: Changing Needs for Changing Times (Introductory)
Tuesday AM Social Media Challenge: Using the #CSMSummer2017 hashtag and sharing a CSM social media post on FB, Instagram, or Twitter 

Speakers
avatar for Robert A. Bailey

Robert A. Bailey

CSM Adjunct Consultant, Catholic School Management
Robert has been a junior high and high school administrator for over 30 years working in a broad spectrum of roles including faculty member in various departments, Dean of Students, Coach, Religious Studies Department Chair, Vice Principal for Student Life, and most recently Vice... Read More →
avatar for Dr. Lois J. Cavucci

Dr. Lois J. Cavucci

Administrator Search Consultant, Catholic School Management
Lois is an experienced Catholic school leader who most recently served Catholic education as the founding president and CEO of Lumen Christi Catholic Schools, a system of schools comprised of six elementary Catholic schools and four Early Childhood Learning Centers within the Diocese of Youngstown, Ohio. She provided leadership of the school system in order to achieve the fullest attainment of the mission of the system, while taking responsibility for its personnel and... Read More →



Tuesday June 27, 2017 10:15am - 12:00pm
Del Monte

10:15am

Leadership: New Leaders Toolbox (Advanced)
Tuesday AM Social Media Challenge: Using the #CSMSummer2017 hashtag and sharing a CSM social media post on FB, Instagram, or Twitter 

Speakers
avatar for Robert A. Bailey

Robert A. Bailey

CSM Adjunct Consultant, Catholic School Management
Robert has been a junior high and high school administrator for over 30 years working in a broad spectrum of roles including faculty member in various departments, Dean of Students, Coach, Religious Studies Department Chair, Vice Principal for Student Life, and most recently Vice... Read More →
avatar for Dr. Lois J. Cavucci

Dr. Lois J. Cavucci

Administrator Search Consultant, Catholic School Management
Lois is an experienced Catholic school leader who most recently served Catholic education as the founding president and CEO of Lumen Christi Catholic Schools, a system of schools comprised of six elementary Catholic schools and four Early Childhood Learning Centers within the Diocese of Youngstown, Ohio. She provided leadership of the school system in order to achieve the fullest attainment of the mission of the system, while taking responsibility for its personnel and... Read More →



Tuesday June 27, 2017 10:15am - 12:00pm
El Camino

10:15am

Mission, Markets, and Message
Tuesday AM Social Media Challenge: Using the #CSMSummer2017 hashtag and sharing a CSM social media post on FB, Instagram, or Twitter 

Speakers
avatar for Richard J. Burke

Richard J. Burke

CSM Founder and Senior Executive Consultant, Catholic School Management
Richard was founder and president of Catholic School Management, the preeminent Catholic school consulting firm which has provided consultative guidance, publications and training programs for parish, private and diocesan Catholic elementary and secondary schools and parishes since 1973. He has 45... Read More →
avatar for Dr. Julie C. Delaney

Dr. Julie C. Delaney

Guest Presenter, Catholic School Management
Dr. Julie C. Delaney has 33 years of experience in Catholic schools as both a teacher and administrator. Dr. Delaney is in her tenth year as a Catholic school administrator, currently serving as the principal of St. Paul the Apostle Catholic School in Davenport, Iowa (2008-present). In 2011, St. Paul the Apostle was awarded the National Blue Ribbon School Award by the United States Department of Education. St... Read More →



Tuesday June 27, 2017 10:15am - 12:00pm
Del Mar

10:15am

Visual Branding and Unified Communications
Tuesday AM Social Media Challenge: Using the #CSMSummer2017 hashtag and sharing a CSM social media post on FB, Instagram, or Twitter 

Speakers
avatar for Susana A. Garcia

Susana A. Garcia

CSM Adjunct Consultant, Catholic School Management
Susana specializes in enrollment management, marketing, and social media planning. She originally began her career in Catholic education as a Religious Studies teacher, and holds a Master's of Arts in Spirituality from Santa Clara University. Her leadership roles have included Religious Studies Department Chair as well as Director of Campus Ministry and Retreat Coordinator. Her passion for making Catholic education come alive for students extends into her ability to tell the stories that show why families should choose a Catholic education. Since 2011, Susana has been directing enrollment programs at Notre Dame High School in San... Read More →



Tuesday June 27, 2017 10:15am - 12:00pm
Salon G

12:00pm

Lunch & Roundtable Discussions
Tuesday June 27, 2017 12:00pm - 1:00pm
Salon D

1:00pm

Digital Marketing: Website and Video Strategies
Tuesday PM Social Media Challenge: Submitting a creative “Photo-of-the-Day” on any social media site (don’t forget to use the hashtag) 

Speakers
avatar for Susana A. Garcia

Susana A. Garcia

CSM Adjunct Consultant, Catholic School Management
Susana specializes in enrollment management, marketing, and social media planning. She originally began her career in Catholic education as a Religious Studies teacher, and holds a Master's of Arts in Spirituality from Santa Clara University. Her leadership roles have included Religious Studies Department Chair as well as Director of Campus Ministry and Retreat Coordinator. Her passion for making Catholic education come alive for students extends into her ability to tell the stories that show why families should choose a Catholic education. Since 2011, Susana has been directing enrollment programs at Notre Dame High School in San... Read More →



Tuesday June 27, 2017 1:00pm - 2:15pm
Salon G

1:00pm

Human Resources: Hiring and Crisis Management
Tuesday PM Social Media Challenge: Submitting a creative “Photo-of-the-Day” on any social media site (don’t forget to use the hashtag) 

Speakers
avatar for Robert A. Bailey

Robert A. Bailey

CSM Adjunct Consultant, Catholic School Management
Robert has been a junior high and high school administrator for over 30 years working in a broad spectrum of roles including faculty member in various departments, Dean of Students, Coach, Religious Studies Department Chair, Vice Principal for Student Life, and most recently Vice... Read More →
avatar for Dr. Lois J. Cavucci

Dr. Lois J. Cavucci

Administrator Search Consultant, Catholic School Management
Lois is an experienced Catholic school leader who most recently served Catholic education as the founding president and CEO of Lumen Christi Catholic Schools, a system of schools comprised of six elementary Catholic schools and four Early Childhood Learning Centers within the Diocese of Youngstown, Ohio. She provided leadership of the school system in order to achieve the fullest attainment of the mission of the system, while taking responsibility for its personnel and... Read More →



Tuesday June 27, 2017 1:00pm - 2:15pm
El Camino

1:00pm

Success Factors for Annual and Special Events
Tuesday PM Social Media Challenge: Submitting a creative “Photo-of-the-Day” on any social media site (don’t forget to use the hashtag) 

Speakers
avatar for Edward J. Barrett

Edward J. Barrett

CSM Senior Development Consultant, Catholic School Management
Edward currently serves as Director of Institutional Advancement for Providence Catholic High School, New Lenox, Illinois. Since 1990, he has built a successful  comprehensive Institutional Advancement program at Providence Catholic High School, including extensive | communications and marketing programs, coordination... Read More →
avatar for Dr. Julie C. Delaney

Dr. Julie C. Delaney

Guest Presenter, Catholic School Management
Dr. Julie C. Delaney has 33 years of experience in Catholic schools as both a teacher and administrator. Dr. Delaney is in her tenth year as a Catholic school administrator, currently serving as the principal of St. Paul the Apostle Catholic School in Davenport, Iowa (2008-present). In 2011, St. Paul the Apostle was awarded the National Blue Ribbon School Award by the United States Department of Education. St... Read More →



Tuesday June 27, 2017 1:00pm - 2:15pm
Salon E

1:00pm

Comparing Roles: The Development Team and the Development Committee of the Board
Tuesday PM Social Media Challenge: Submitting a creative “Photo-of-the-Day” on any social media site (don’t forget to use the hashtag) 

Speakers
avatar for David J. Holquin

David J. Holquin

CSM Adjunct Consultant, Catholic School Management
David Holquin is currently the Director of Development at Bellarmine College Preparatory in San Jose, CA. Founded in 1851, Bellarmine is a Catholic school in the Jesuit tradition with 1,650 students and over 18.000 alumni. He directs the fundraising for the school, as well as supervises the Office of Alumni Relations. He recently led the school's first ever giving day which saw nearly 1,500 donors contribute almost $300,000 in one day. Prior to Bellarmine, David served for 11 years at Justin-Siena High School, a Catholic school in the Lasallian tradition. At Justin-Siena, David served in numerous capacities including Director of Campus Ministry, Summer Programs Director, Director of Admissions, Chief Advancement Officer, and interim Principal. While Director of Admissions, David led the school to its highest enrollment in school history, as well as its best retention rates in over a decade. He was also instrumental in rebuilding the Alumni Relations program at Justin-Siena and saw an increase in donors as well as dollars for annual giving. David is a proud graduate of Christian Brothers High School in Sacramento and St. Mary's College of California where he earned a Business degree in Economics with an honors concentration in Finance. He also holds a Masters in Nonprofit Administration from the Unviersity of Notre Dame in South Bend, Indiana.He lives with his wife, Danielle, and two chidlren, Jackson and Sloane, in San Ramon, and is an active parishioner at Santa Maria Catholic Church in... Read More →



Tuesday June 27, 2017 1:00pm - 3:45pm
Salon F

1:00pm

Good to Great: Successful School Board Practices
Tuesday PM Social Media Challenge: Submitting a creative “Photo-of-the-Day” on any social media site (don’t forget to use the hashtag) 

Speakers
avatar for Richard J. Burke

Richard J. Burke

CSM Founder and Senior Executive Consultant, Catholic School Management
Richard was founder and president of Catholic School Management, the preeminent Catholic school consulting firm which has provided consultative guidance, publications and training programs for parish, private and diocesan Catholic elementary and secondary schools and parishes since 1973. He has 45... Read More →



Tuesday June 27, 2017 1:00pm - 3:45pm
Del Monte

1:00pm

Marketing & Outreach & Conversion of Strategies to Practice
Tuesday PM Social Media Challenge: Submitting a creative “Photo-of-the-Day” on any social media site (don’t forget to use the hashtag) 

Speakers
avatar for Dr. Austin Conley

Dr. Austin Conley

Guest Presenter, Catholic School Management
Dr. Austin Conley is the Director of Advancement for Catholic schools in the Diocese of San Bernardino, CA. He has held senior operations management positions for Johnson and Johnson, Baxter Healthcare, Harley-Davidson, Robertshaw and the Blood Bank. He has taught coursework in Lean Thinking, Continuous Improvement, Strategic Planning, Managerial Leadership, Finance, Critical Theory, Research Methods and Customer Service in several different countries for Fortune 500 companies and higher education. He also serves as a peer reviewer for the American Education Research Association, AERA. He teaches in the School of Education at the University of Redlands and serves as board member for the Loyola Marymount University, School of Education. His undergraduate degree is from California State University, Fullerton and his MBA and Ed.D. are from the University of... Read More →
avatar for Maria J. Ribera

Maria J. Ribera

CSM President and Executive Consultant, Catholic School Management
Maria Ribera is President, COO, and Executive Consultant for Catholic School Management. Maria has been associated with Catholic education since 1992 when she first started her teaching career. As an educator, Maria has been a classroom teacher in the Catholic K-12 setting and has held... Read More →



Tuesday June 27, 2017 1:00pm - 3:45pm
Salon A

1:00pm

Using Social Media Marketing and Analytics
Tuesday PM Social Media Challenge: Submitting a creative “Photo-of-the-Day” on any social media site (don’t forget to use the hashtag) 

Speakers
avatar for Jennifer M. Trefelner, APR, CPRC

Jennifer M. Trefelner, APR, CPRC

Adjunct Consultant and Online Communications Coordinator, Catholic School Management
Jennifer has been the Director of Institutional Advancement at John Carroll High School in Fort Pierce, Florida, since 2004. She currently manages job duties including the integrated functions of fundraising and friend-raising, public relations and media relations, marketing and advertising, electronic communications and website development, community and parent relations, and alumni cultivation and institutional planning. She works on a part-time basis directly for the Diocese of Palm Beach as the Online Communications Consultant for the Office of Catholic Schools. Through this... Read More →



Tuesday June 27, 2017 1:00pm - 3:45pm
Del Mar

2:30pm

Best Practices for Planned Giving Programs
Tuesday PM Social Media Challenge: Submitting a creative “Photo-of-the-Day” on any social media site (don’t forget to use the hashtag) 

Speakers
avatar for Edward J. Barrett

Edward J. Barrett

CSM Senior Development Consultant, Catholic School Management
Edward currently serves as Director of Institutional Advancement for Providence Catholic High School, New Lenox, Illinois. Since 1990, he has built a successful  comprehensive Institutional Advancement program at Providence Catholic High School, including extensive | communications and marketing programs, coordination... Read More →



Tuesday June 27, 2017 2:30pm - 3:45pm
Salon E

2:30pm

Developing and Evaluating Personnel
Tuesday PM Social Media Challenge: Submitting a creative “Photo-of-the-Day” on any social media site (don’t forget to use the hashtag) 

Speakers
avatar for Robert A. Bailey

Robert A. Bailey

CSM Adjunct Consultant, Catholic School Management
Robert has been a junior high and high school administrator for over 30 years working in a broad spectrum of roles including faculty member in various departments, Dean of Students, Coach, Religious Studies Department Chair, Vice Principal for Student Life, and most recently Vice... Read More →
avatar for Dr. Lois J. Cavucci

Dr. Lois J. Cavucci

Administrator Search Consultant, Catholic School Management
Lois is an experienced Catholic school leader who most recently served Catholic education as the founding president and CEO of Lumen Christi Catholic Schools, a system of schools comprised of six elementary Catholic schools and four Early Childhood Learning Centers within the Diocese of Youngstown, Ohio. She provided leadership of the school system in order to achieve the fullest attainment of the mission of the system, while taking responsibility for its personnel and... Read More →



Tuesday June 27, 2017 2:30pm - 3:45pm
El Camino

2:30pm

Student and Parent Ambassador Programs
Tuesday PM Social Media Challenge: Submitting a creative “Photo-of-the-Day” on any social media site (don’t forget to use the hashtag) 

Speakers
avatar for Dr. Julie C. Delaney

Dr. Julie C. Delaney

Guest Presenter, Catholic School Management
Dr. Julie C. Delaney has 33 years of experience in Catholic schools as both a teacher and administrator. Dr. Delaney is in her tenth year as a Catholic school administrator, currently serving as the principal of St. Paul the Apostle Catholic School in Davenport, Iowa (2008-present). In 2011, St. Paul the Apostle was awarded the National Blue Ribbon School Award by the United States Department of Education. St... Read More →
avatar for Susana A. Garcia

Susana A. Garcia

CSM Adjunct Consultant, Catholic School Management
Susana specializes in enrollment management, marketing, and social media planning. She originally began her career in Catholic education as a Religious Studies teacher, and holds a Master's of Arts in Spirituality from Santa Clara University. Her leadership roles have included Religious Studies Department Chair as well as Director of Campus Ministry and Retreat Coordinator. Her passion for making Catholic education come alive for students extends into her ability to tell the stories that show why families should choose a Catholic education. Since 2011, Susana has been directing enrollment programs at Notre Dame High School in San... Read More →



Tuesday June 27, 2017 2:30pm - 3:45pm
Salon G

4:00pm

Daily Closing Session
Closing Prayer, Announcements

Speakers
avatar for Maria J. Ribera

Maria J. Ribera

CSM President and Executive Consultant, Catholic School Management
Maria Ribera is President, COO, and Executive Consultant for Catholic School Management. Maria has been associated with Catholic education since 1992 when she first started her teaching career. As an educator, Maria has been a classroom teacher in the Catholic K-12 setting and has held... Read More →


Tuesday June 27, 2017 4:00pm - 4:30pm
Seaside Ballroom

5:30pm

Taste of Monterey Wine Tasting
Come join us for a night in Cannery Row!  We will have a wine tasting and social at the Taste of Monterey, considered "The Official" Regional Wine Visitors' Center.  For more information on the venue, please visit their website.  

Tuesday June 27, 2017 5:30pm - 6:30pm
Taste of Monterey Wine Market & Bistro 700 Cannery Row, Ste. KK, Monterey, CA 93940

6:30pm

Dinner in Cannery Row
We will have several restaurant reservations set up for groups of six.  To sign-up, please pick a restaurant upon your registration at the Embassy Suites.  This will be a great way to socialize with others and eat at some of Monterey's best restaurants! 


Tuesday June 27, 2017 6:30pm - 8:30pm
Cannery Row Restaurants
 
Wednesday, June 28
 

8:30am

Daily Opening Session
Opening Prayer, Announcements, and Morning Welcome

Wednesday's Social Media Challenges:
•Wednesday AM: Joining the CSM LinkedIn group and participating in a conversation 

•Wednesday PM: Posting a FB review on CSM’s page or posting on your school’s social media about the SCP (don’t forget the power of a video testimonial)

Speakers
avatar for Maria J. Ribera

Maria J. Ribera

CSM President and Executive Consultant, Catholic School Management
Maria Ribera is President, COO, and Executive Consultant for Catholic School Management. Maria has been associated with Catholic education since 1992 when she first started her teaching career. As an educator, Maria has been a classroom teacher in the Catholic K-12 setting and has held... Read More →


Wednesday June 28, 2017 8:30am - 9:00am
Seaside Ballroom

9:00am

Today's Catholic School and Trends for Tomorrow
Speakers
avatar for Maria J. Ribera

Maria J. Ribera

CSM President and Executive Consultant, Catholic School Management
Maria Ribera is President, COO, and Executive Consultant for Catholic School Management. Maria has been associated with Catholic education since 1992 when she first started her teaching career. As an educator, Maria has been a classroom teacher in the Catholic K-12 setting and has held... Read More →


Wednesday June 28, 2017 9:00am - 10:00am
Seaside Ballroom

10:15am

Communication Strategies for Successful School Leaders (Introductory)
Social Media Challenges:

•Wednesday AM: Joining the CSM LinkedIn group and participating in a conversation • •Wednesday PM: Posting a FB review on CSM’s page or posting on your school’s social media about the SCP (don’t forget the power of a video testimonial)

Speakers
avatar for Robert A. Bailey

Robert A. Bailey

CSM Adjunct Consultant, Catholic School Management
Robert has been a junior high and high school administrator for over 30 years working in a broad spectrum of roles including faculty member in various departments, Dean of Students, Coach, Religious Studies Department Chair, Vice Principal for Student Life, and most recently Vice... Read More →
avatar for Dr. Lois J. Cavucci

Dr. Lois J. Cavucci

Administrator Search Consultant, Catholic School Management
Lois is an experienced Catholic school leader who most recently served Catholic education as the founding president and CEO of Lumen Christi Catholic Schools, a system of schools comprised of six elementary Catholic schools and four Early Childhood Learning Centers within the Diocese of Youngstown, Ohio. She provided leadership of the school system in order to achieve the fullest attainment of the mission of the system, while taking responsibility for its personnel and... Read More →



Wednesday June 28, 2017 10:15am - 12:00pm
Del Monte

10:15am

Creating the Comprehensive Advancement Plan
Social Media Challenges:

•Wednesday AM: Joining the CSM LinkedIn group and participating in a conversation • •Wednesday PM: Posting a FB review on CSM’s page or posting on your school’s social media about the SCP (don’t forget the power of a video testimonial)

Speakers
avatar for Richard J. Burke

Richard J. Burke

CSM Founder and Senior Executive Consultant, Catholic School Management
Richard was founder and president of Catholic School Management, the preeminent Catholic school consulting firm which has provided consultative guidance, publications and training programs for parish, private and diocesan Catholic elementary and secondary schools and parishes since 1973. He has 45... Read More →
avatar for Jennifer M. Trefelner, APR, CPRC

Jennifer M. Trefelner, APR, CPRC

Adjunct Consultant and Online Communications Coordinator, Catholic School Management
Jennifer has been the Director of Institutional Advancement at John Carroll High School in Fort Pierce, Florida, since 2004. She currently manages job duties including the integrated functions of fundraising and friend-raising, public relations and media relations, marketing and advertising, electronic communications and website development, community and parent relations, and alumni cultivation and institutional planning. She works on a part-time basis directly for the Diocese of Palm Beach as the Online Communications Consultant for the Office of Catholic Schools. Through this... Read More →



Wednesday June 28, 2017 10:15am - 12:00pm
Salon F

10:15am

Creating the Plan: From Welcoming to Belonging
Social Media Challenges:

•Wednesday AM: Joining the CSM LinkedIn group and participating in a conversation •Wednesday PM: Posting a FB review on CSM’s page or posting on your school’s social media about the SCP (don’t forget the power of a video testimonial)

Speakers
avatar for Dr. Austin Conley

Dr. Austin Conley

Guest Presenter, Catholic School Management
Dr. Austin Conley is the Director of Advancement for Catholic schools in the Diocese of San Bernardino, CA. He has held senior operations management positions for Johnson and Johnson, Baxter Healthcare, Harley-Davidson, Robertshaw and the Blood Bank. He has taught coursework in Lean Thinking, Continuous Improvement, Strategic Planning, Managerial Leadership, Finance, Critical Theory, Research Methods and Customer Service in several different countries for Fortune 500 companies and higher education. He also serves as a peer reviewer for the American Education Research Association, AERA. He teaches in the School of Education at the University of Redlands and serves as board member for the Loyola Marymount University, School of Education. His undergraduate degree is from California State University, Fullerton and his MBA and Ed.D. are from the University of... Read More →
avatar for Jennifer M. Trefelner, APR, CPRC

Jennifer M. Trefelner, APR, CPRC

Adjunct Consultant and Online Communications Coordinator, Catholic School Management
Jennifer has been the Director of Institutional Advancement at John Carroll High School in Fort Pierce, Florida, since 2004. She currently manages job duties including the integrated functions of fundraising and friend-raising, public relations and media relations, marketing and advertising, electronic communications and website development, community and parent relations, and alumni cultivation and institutional planning. She works on a part-time basis directly for the Diocese of Palm Beach as the Online Communications Consultant for the Office of Catholic Schools. Through this... Read More →
avatar for Maria J. Ribera

Maria J. Ribera

CSM President and Executive Consultant, Catholic School Management
Maria Ribera is President, COO, and Executive Consultant for Catholic School Management. Maria has been associated with Catholic education since 1992 when she first started her teaching career. As an educator, Maria has been a classroom teacher in the Catholic K-12 setting and has held... Read More →



Wednesday June 28, 2017 10:15am - 12:00pm
Salon A

10:15am

Events: The Enrollment Funnel vs. The Enrollment Pipeline (Elementary School)
Social Media Challenges:

•Wednesday AM: Joining the CSM LinkedIn group and participating in a conversation • •Wednesday PM: Posting a FB review on CSM’s page or posting on your school’s social media about the SCP (don’t forget the power of a video testimonial)

Speakers
avatar for Dr. Julie C. Delaney

Dr. Julie C. Delaney

Guest Presenter, Catholic School Management
Dr. Julie C. Delaney has 33 years of experience in Catholic schools as both a teacher and administrator. Dr. Delaney is in her tenth year as a Catholic school administrator, currently serving as the principal of St. Paul the Apostle Catholic School in Davenport, Iowa (2008-present). In 2011, St. Paul the Apostle was awarded the National Blue Ribbon School Award by the United States Department of Education. St... Read More →



Wednesday June 28, 2017 10:15am - 12:00pm
Salon G

10:15am

Events: The Enrollment Funnel vs. The Enrollment Pipeline (High School)
Social Media Challenges:

•Wednesday AM: Joining the CSM LinkedIn group and participating in a conversation • •Wednesday PM: Posting a FB review on CSM’s page or posting on your school’s social media about the SCP (don’t forget the power of a video testimonial)

Speakers
avatar for Susana A. Garcia

Susana A. Garcia

CSM Adjunct Consultant, Catholic School Management
Susana specializes in enrollment management, marketing, and social media planning. She originally began her career in Catholic education as a Religious Studies teacher, and holds a Master's of Arts in Spirituality from Santa Clara University. Her leadership roles have included Religious Studies Department Chair as well as Director of Campus Ministry and Retreat Coordinator. Her passion for making Catholic education come alive for students extends into her ability to tell the stories that show why families should choose a Catholic education. Since 2011, Susana has been directing enrollment programs at Notre Dame High School in San... Read More →



Wednesday June 28, 2017 10:15am - 12:00pm
Del Mar

10:15am

Opportunities for Soliciting and Responding to Parent Feedback (Advanced)
Social Media Challenges:

•Wednesday AM: Joining the CSM LinkedIn group and participating in a conversation • •Wednesday PM: Posting a FB review on CSM’s page or posting on your school’s social media about the SCP (don’t forget the power of a video testimonial)

Speakers
avatar for Robert A. Bailey

Robert A. Bailey

CSM Adjunct Consultant, Catholic School Management
Robert has been a junior high and high school administrator for over 30 years working in a broad spectrum of roles including faculty member in various departments, Dean of Students, Coach, Religious Studies Department Chair, Vice Principal for Student Life, and most recently Vice... Read More →
avatar for Dr. Lois J. Cavucci

Dr. Lois J. Cavucci

Administrator Search Consultant, Catholic School Management
Lois is an experienced Catholic school leader who most recently served Catholic education as the founding president and CEO of Lumen Christi Catholic Schools, a system of schools comprised of six elementary Catholic schools and four Early Childhood Learning Centers within the Diocese of Youngstown, Ohio. She provided leadership of the school system in order to achieve the fullest attainment of the mission of the system, while taking responsibility for its personnel and... Read More →



Wednesday June 28, 2017 10:15am - 12:00pm
El Camino

10:15am

Today's Successful Parent, Alumni and Community Relations Programs
Today's Social Media Challenges:

•Wednesday AM: Joining the CSM LinkedIn group and participating in a conversation
•Wednesday PM: Posting a FB review on CSM’s page or posting on your school’s social media about the SCP (don’t forget the power of a video testimonial)

Speakers
avatar for Edward J. Barrett

Edward J. Barrett

CSM Senior Development Consultant, Catholic School Management
Edward currently serves as Director of Institutional Advancement for Providence Catholic High School, New Lenox, Illinois. Since 1990, he has built a successful  comprehensive Institutional Advancement program at Providence Catholic High School, including extensive | communications and marketing programs, coordination... Read More →



Wednesday June 28, 2017 10:15am - 12:00pm
Salon E

12:00pm

Daily Closing Session
Closing Prayer, Announcements

Speakers
avatar for Maria J. Ribera

Maria J. Ribera

CSM President and Executive Consultant, Catholic School Management
Maria Ribera is President, COO, and Executive Consultant for Catholic School Management. Maria has been associated with Catholic education since 1992 when she first started her teaching career. As an educator, Maria has been a classroom teacher in the Catholic K-12 setting and has held... Read More →


Wednesday June 28, 2017 12:00pm - 12:30pm
Seaside Ballroom

12:30pm

Lunch
Wednesday June 28, 2017 12:30pm - 1:00pm
Seaside Ballroom