2017 Annual Gathering

Agenda

  Go
  • Closed  Closed
  • Optional  Optional
  • Fee  Fee
  • Wednesday, September 27, 2017
  •  
    12:00 PM  -  5:30 PM
    Conference Registration and Information Desk
    1:00 PM  -  5:00 PM
    Afternoon of Reflection (Off-site Retreat)
    Join colleagues for an afternoon of reflection on Caring for the Body of Christ with Fr. Timothy Radcliffe, O.P.
     Optional 
     

    Committee Meetings

    2:30 PM  -  4:00 PM
    Asset Building Section Steering Committee
    4:00 PM  -  5:30 PM
    Children Youth and Family Section Steering Committee
    4:00 PM  -  5:30 PM
    Development and Communication Section Steering Committee
    4:00 PM  -  5:30 PM
    Disaster Operations Community of Practice Organizing Committee
    4:00 PM  -  5:30 PM
    Food and Nutrition Community of Practice Organizing Committee
    4:00 PM  -  5:30 PM
    Housing Community of Practice Organizing Committee
    4:00 PM  -  5:30 PM
    Immigration and Refugee Services Community of Practice Organizing Committee
    4:00 PM  -  5:30 PM
    Management and Administration Section Steering Committee
    4:00 PM  -  5:30 PM
    Parish Social Ministry Leadership Section Steering Committee
    4:00 PM  -  5:30 PM
    Social Enterprise Initiatives Community of Practice Organizing Committee
     
    4:30 PM  -  5:30 PM
    First- Timer Orientation
    5:30 PM  -  6:30 PM
    Welcome Reception
  • Thursday, September 28, 2017
  •  
    7:30 AM  -  5:00 PM
    Conference Registration, Information Desk and Exhibits Open
    7:30 AM  -  8:30 AM
    Continental Breakfast
    8:15 AM  -  9:00 AM
    Opening Prayer and Welcome to Houston
    9:00 AM  -  10:00 AM
    President's Address - Sr. Donna Markham OP, PhD

    An Adrian Dominican sister with a doctorate in clinical psychology. Sr. Donna served on CCUSA’s Board of Trustees for eight years, two of which were as Board Chair. In addition, she has served in leadership positions in behavioral healthcare both in Canada and the United States and is an internationally-recognized author and speaker in areas pertaining to transformational leadership, organizational change management and the effective treatment of the mentally ill. Sr. Donna received her doctorate from the University of Detroit and has been involved in executive leadership development, organizational transformation and community formation for the past 25 years. She serves on the adjunct faculty for the Center for Nonprofit Management at Northwestern University’s Kellogg School of Management. Most recently, she served as president of the Behavioral Health Institute at Mercy Health where she led the transformation of the continuum of the delivery of behavioral health services across the seven geographic regions of the health system. From 2004-2010, she served as Prioress of the Adrian Dominican Congregation and previously spent 10 years as president of the Southdown Institute in Ontario, Canada.

     

    Concurrent Session 1

    10:15 AM  -  11:30 AM
    1A. Telling Your Story to Inspire

    “Telling your Story to Inspire” will explore the unique power of stories to inspire your stakeholders to take action by telling great stories that connect to them through their heart and mind. In this workshop, participants will learn about general principles and best practices for storytelling and learn tips and best practices for sharing your stories with volunteers, funders, partner organizations and the general public.

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. Describe how to structure and craft compelling stories
    2. Explain best practices and tips to share your story using a variety of platforms (i.e. video, social media posts, newsletter content, website)
    3. Discuss common challenges and opportunities when sharing client stories (i.e. privacy concerns, release forms, approvals)

    Presenters:
    Patricia Cole,
    Vice President, Communications
    Catholic Charities USA, Alexandria, Va.

    Kristine Kappel, Director of Communications
    Catholic Charities, Archdiocese of Chicago, Chicago, Ill.


     Optional 
    10:15 AM  -  11:30 AM
    1B. Encompass Health Home: A Collaboration of Catholic Charities and Partners Across Upstate N.Y.

    In a historic move, five dioceses in New York have come together under Encompass Family Health Home to create a Health Home Serving Children. This workshop will present the process by which this has been created, the current structure, a description of the current network and services, challenges, lessons learned and future strategic directions.

    Eligible for Continuing Education Credits for Social Work and Professional Counseling - 1.25 hours

     

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. Explain how the power of Catholic Charities collaborations can proactively position agencies to continue in order to serve high need children and their families in this new age of managed care
    2. Explain one Health Home model which integrates physical and behavioral systems that may inform their ability to participate and shape such models in their own states
    3. Discuss the objectives and performance outcomes expected of Health Homes Serving Children and how this new approach is expected to positively impact the lives of high need children and their families

    Presenters:
    Lori Accardi, LMSW,  Executive Director of CCBC and Encompass Family Health Home
    Catholic Charities, Diocese of Syracuse/Broome County, Binghamton, N.Y.

    Tonya Brown, Deputy Director of CCBC and Encompass Family Health Home
    Catholic Charities, Diocese of Syracuse/Broome County, Binghamton, N.Y.


     Optional 
    10:15 AM  -  11:30 AM
    1C. Maximizing Collaborative Power in Immigration Legal Services

    Learn best practices for increasing the capacity of immigration legal services providers; improving immigrants’ ability to access social and legal services; being a source of timely and accurate information for both stakeholder groups and potential clients of immigration service providers; and developing new funding sources for immigration service providers.

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. List best practices for cross-sector collaboration and community planning
    2. Utilize the practical tools for creating an immigration legal services collaborative in their communities
    3. Explain the value of collaboration in the service of immigrants and refugees

    Presenters
    Wafa Abdin, J.D., Vice President of Immigration and Refugee Services, Cabrini Center for Immigrant Legal Assistance
    Catholic Charities of the Archdiocese of Galveston-Houston, Houston, Texas

    Kate Vickery, M.P.A., MSCPR, Executive Director
    Houston Immigration Legal Services Collaborative, Houston, Texas


     Optional 
    10:15 AM  -  11:30 AM
    1D. Developing a Viable Housing Program Advocacy

    Hear about the state of senior homelessness and housing for seniors. During this interactive dialogue, participants will focus on identifying solutions for addressing challenges with senior homelessness and providing affordable housing (Section 202) for seniors. In addition to identifying challenges and solutions, participants will develop a plan to move forward proposed solutions via a back-home strategy, administrative and legislative advocacy.

    Eligible for Continuing Education Credits for Social Work – 1.25 hours

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. List the barriers to housing
    2. Identify future solutions
    3. Identify best practices in housing

    Presenters:
    Rhea Ennist, Program Leader, Samaritan Place
    Catholic Charities of East Tennessee, Knoxville, Tenn.

    Margaret Rogers, Family Housing and Social Services Director
    Catholic Charities of the Diocese of St. Petersburg, FL Inc., St. Petersburg, Fla.

    Stephen Capobres, Executive Director, Housing for Hope Inc.
    Catholic Charities Community Services, Phoenix, Ariz.

    Lucas Swanepoel, J.D., Senior Director Social Policy
    Catholic Charities USA, Alexandria, Va.


     Optional 
    10:15 AM  -  11:30 AM
    1E. Addressing Poverty through Collaboration

    Many nonprofit organizations (NPO) work in silos to address poverty. This presentation provides a framework to address poverty through collaborations using trauma-informed interventions. The characteristics of NPOs working together effectively are to have: 1) a coordinated plan, 2) leadership buy-in, 3) a comprehensive pre-assessment system, 4) continuous interaction, and 5) a restructuring of service-delivery.

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. Be better equipped to incorporate trauma-informed care principles while working with vulnerable populations
    2. Explain a collaborative funding and planning approach that helps communities plan for and provide, as necessary, a full range of systems-of-care
    3. Discuss knowledge on performance benchmarks about a specific service that progressively contributes to moving individuals and family units to the next socio-economic level

    Presenters:
    Wyleia Miller, M.P.A, PhD Candidate, Supervisor, Housing and Community Health Worker Program
    Catholic Charities of Buffalo, Buffalo, N.Y.

    Renee Siepierski, M.P.A., Coordinator, Central Intake Services
    Catholic Charities of Buffalo, Buffalo, N.Y.


     Optional 
    10:15 AM  -  11:30 AM
    1F. Disaster Preparedness and Response Planning Utilizing Parish Social Ministries

    Catholic Charities agencies in Oklahoma, Missouri, Arkansas and Kansas have been working to build disaster preparedness for individuals, communities, parishes and agencies. Much of this work is accomplished through the relationships built between the agencies and parishes. After three years of dedicated effort, the regional coordinators of this project under a grant by the Margaret A. Cargill Foundation (MACF), will share best practices and products they have used to promote disaster readiness in their parishes and communities.  

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. Explain the unique challenges of responding to a disaster as an agency and/or parish
    2. Identify four key steps to successfully creating disaster-resilient communities within your diocese
    3. Explain practical ways of preparing parishes and agencies through examples, exercises, and disaster

    Presenters:
    Mark Chan, M.S., M.B.A., Disaster Resiliency Director
    Catholic Charities of the Archdiocese of Oklahoma City, Oklahoma City, Okla.

    Aren Koenig, Disaster Resiliency Director
    Catholic Charities of Missouri, Kansas City, Mo.


     Optional 
    10:15 AM  -  11:30 AM
    1G. Lakota Circles of Hope Prevention Program

    Lakota Circles of Hope is an innovative, culturally specific prevention curriculum for elementary and middle school that teaches students how to use culture to deal more effectively with risky behaviors such as drugs, alcohol, tobacco usage, bullying, and suicide.  The curriculum is intended to foster a positive Lakota identity and enhance students’ understanding of Lakota culture.

    Eligible for Continuing Education Credits for Social Work and Professional Counseling  – 1.25 hours

     

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. Explain how the program provides students with skills and information to make appropriate life choices using Native American values
    2. Discuss what it takes to develop a curriculum that serves Native American families and why Catholic Charities should take this on
    3. Explain how the program evaluation report shows the impact over time how much influence it has on a student participant in a positive manner

    Presenters:
    James Kinyon, M.S., LPC-MH, LMFT, QMHP, Executive Director
    Catholic Social Services, Rapid City, Rapid City, S.D.

    Shana Pourier, Mentor, Lakota Circles of Hope Prevention Program
    Catholic Social Services, Rapid City, Rapid City, S.D.


     Optional 
    10:15 AM  -  11:30 AM
    Not Attending a Workshop in Concurrent Session 1
     Optional 
     
    11:45 AM  -  12:30 PM
    Mass for Thursday of the Twenty-fifth Week in Ordinary Time
    12:30 PM  -  1:30 PM
    Buffet Lunch
    1:30 PM  -  2:30 PM
    Major Address - Fr. Timothy Radcliffe, O.P.

    Fr. Timothy Radcliffe, O.P. is a priest and Dominican friar of the English Province, and former Master of the Order of Preachers (Dominicans) from 1992-2001. He is the only member of the English Province to have held that office since the Order’s foundation in 1216. He has authored or co-authored several books, including “What is the Point of Being a Christian?” which in 2007 was awarded The Michael Ramsey Prize for theological writing. In 2003, the University of Oxford made him a Doctor of Divinity, the university’s highest honorary degree, and Pope Francis appointed him as a consultor to the Pontifical Council for Justice and Peace in 2015. He is a highly sought-after speaker and directs the Las Casas Institute on ethics, governance, and social justice in Blackfriars, Oxford, which seeks to promote critical reflection on questions of human dignity in the light of Catholic Social Teaching.

     

    Extended Sessions

    2:45 PM  -  5:30 PM
    Integration of Trauma-Informed Practices within Women Veterans Housing Program (Off-site Tour)

    Attendees will learn about incorporating trauma-informed care principles and practices in a multidisciplinary team consisting of case managers, house staff, clinicians, program directors and direct care workers. The presentation will focus on the work with veterans that is being accomplished utilizing the collaboration of the Women’s Veteran Program and the Counseling Program of Catholic Charities Archdiocese of Galveston-Houston. Attendees will also have the opportunity to participate in a tour of the various Women Veteran Services’ housing programs.

    Eligible for Continuing Education Credits for Social Work and Professional Counseling – 2 hours

    Learning Outcomes - Following this presentation the attendee will be ale to:

    1. Explain trauma-informed care principles
    2. List approaches for developing trauma-informed care in a team setting
    3. Discuss how trauma-informed care and housing services can support Women Veterans

    Presenters:
    Srimaya Gurung, M.S., LPC, Lead Clinician, Women Veterans Services Program
    Catholic Charities of the Archdiocese of Galveston-Houston, Houston, Texas

    Anabel Morales, M.S., LPC-Intern, Bilingual Clinician
    Catholic Charities of the Archdiocese of Galveston-Houston, Houston, Texas

    Please note: When registering for this tour, please select Not Attending Current Session 2 and 3.


     Optional 
    2:45 PM  -  5:30 PM
    Meeting of the Council of Diocesan Directors (Diocesan Directors Only)
    Please note: When registering for this session, please select Not Attending Concurrent Session 2 and 3

     Optional 
     

    Concurrent Session 2

    2:45 PM  -  4:00 PM
    2A. Create a Crowdfunding Movement

    Loving God is at the heart of your organization’s purpose. Whether you’re a church, mission, or ministry, crowdfunding is a tool that helps connect all ages of congregants to your cause. Through a purposeful crowdfunding campaign, you can easily engage your community with your mission.

     

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. List practical and applicable crowdfunding tips and techniques
    2. List new ideas for fall and year-end fundraising initiatives
    3. Describe the benefits of embracing digital, online and mobile channels to transform members into fundraisers

    Presenters:
    Anthony Sciacca, Chief Development Officer
    Catholic Charities USA, Alexandria, Va.

    Sean MacNeill, CEO
    MobileCause, Calabasas, Calif.


     Optional 
    2:45 PM  -  4:00 PM
    2B. Treating the Spiritual Disease of Addiction in the Field Hospital

    The abuse of drugs and number of overdoses in this country has reached epidemic proportions. Catholic Charities Camden is addressing this spiritual disease through working directly with addicts and their families on the front lines, assisting them from active use and guiding them through treatment to sustaining ongoing recovery.

    Eligible for Continuing Education Credits for Social Work and Professional Counseling  – 1.25 hours

     

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. Explain how the heart of addiction being a spiritual disease and recognize how the stigma of addiction contributes to the death of a generation
    2. Distinguish between quality treatment that is client centered from the human trafficking treatment modalities paying for clients and exploiting their resources
    3. Identify concrete ways the local church can become a field hospital in the intervention, treatment and continued care of the addicted and their families

    Presenter:
    Fr. John Stabeno, M.S., M.Div., Director of Addiction and Healing Ministry
    Catholic Charities Diocese of Camden, Camden, N.J.


     Optional 
    2:45 PM  -  4:00 PM
    2C. Serving Immigrants throughout Your Agency

    A person’s immigration status, or that of a spouse or child, impacts every part of his/her life.  Come and learn strategies and tools that the staff and volunteers of your programs can use every day to serve immigrants without participating in the unauthorized practice of law.

    Learning Outcomes - Following this presentation the attendee will be able to: 

    1. Explain current immigration law and policies impact Catholic Charities clients and the provision of social services
    2. Discuss immigrant rights, legal options, and emergency planning that can be shared with all Catholic Charities clients, staff, and volunteers
    3. Strategize with other Catholic Charities staff and volunteers on effective ways of integrating information about immigration legal services and refugee resettlement into all social services  

    Presenters:
    Jeanne Atkinson, J.D., Executive Director
    Catholic Legal Immigration Network (CLINIC), Silver Spring, Md.

    Michelle Sardone, M.A., Director of Legalization
    Catholic Legal Immigration Network (CLINIC), Silver Spring, Md.

     Optional 
    2:45 PM  -  4:00 PM
    2D. Answering Francis’ Call: Creating Opportunities for People with Developmental Differences

    This workshop will share the results of a new national survey which captures the work of parishes and Catholic Charities agencies in providing services to people with disabilities. In addition, several “best practice” programs will be highlights

     

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. Explain the current scope and variety of programs offered under Catholic auspices for individuals with a disability
    2. Discuss program models that are expanding services, both parish and agency, for families and individuals dealing with disability
    3. Explain he importance of inclusive hiring and the culture change which results from inclusive hiring within organizations

    Presenters:
    Thomas Gaunt, S.J., Executive Director
    Center for Applied Research in the Apostolate, Washington, D.C.

    Stephen Riley, Executive Director
    Potomac Community Resources, Potomac, Md.

    Brian Smith, Parish Engagement Coordinator
    Catholic Charities of the Archdiocese of Oklahoma City, Oklahoma City, Okla.

    Deacon James Nalls, Executive Director, Family, Parish & Community Outreach Department
    Catholic Charities of the Archdiocese of Washington, D.C., Washington, D.C.


     Optional 
    2:45 PM  -  4:00 PM
    2E. Increasing Senior Wellness through Social Impact Innovation

    This workshop will show how to improve wellness outcomes for seniors including those with severe mental illness through an innovative client-friendly technology partnership. Learn our Catholic Charities of Santa Clara County improves client engagement, demonstrates positive outcomes and generates more revenue through a partnership with SeniorGrowth.

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. Explain how clients and caregivers can assess their own wellness, access targeted services and improve results 
    2. Describe how case managers can engage seniors in improving their lives using the MyWellBeing TM app
    3. Explain how SeniorGrowth uses data and artificial intelligence to improve senior's quality of life with Catholic Charities 

    Presenters:

    Felipe de la Fuente, Founder and CEO
    SeniorGrowth US, San Francisco, Calif.

    Brady Umfleet LCSW, Behavior Health Services Division Director
    Catholic Charities of Santa Clara County, San Jose, Calif.

    Milton Cadena, Director of Senior Services
    Catholic Charities of Santa Clara County, San Jose, Calif.

    Matt Zieger, Senior Director, Impact Investing and Social Enterprise
    Catholic Charities USA, Alexandria, Va.


     Optional 
    2:45 PM  -  4:00 PM
    2F. Harnessing the Power of Collaboration in Disaster Response

    Following a disaster, collaboration is critical to successfully address the needs of the community. Effective collaboration provides a mechanism to foster communication, leverage resources, and enhance an organization’s capacity to deliver services. In response to the floods of 2016, a strong collaborative partnership was developed through the United Way with Catholic Charities leading the case management efforts. This workshop will feature best practices in disaster response using collaboration as a key ingredient for success.

    Eligible for Continuing Education Credits for Social Work and Professional Counseling – 1.25 hours

     

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. Explain the importance of collaboration in long-term recovery and how to promote successful collaborations in your community
    2. Discuss how case management collaboration is critical in long-term recovery and how Catholic Charities is well-positioned to lead in this area
    3. Identify key collaborations that should be developed to enhance your disaster response efforts.

    Presenters:
    Anna Babin, CPA, President and CEO
    United Way of Greater Houston, Houston, Texas

    Mary Vazquez, Senior Director, Community Impact
    United Way of Greater Houston, Houston, Texas


     Optional 
    2:45 PM  -  4:00 PM
    2G. Integration of Care for Older Adults through Parish Partnerships

    Parishes collaborating with Catholic Charities agencies, in partnership with health systems, can be instrumental for integrating care for older adults, as stressed in the Catholic Health Association’s Improving the Lives of Older Adults through Faith Community Partnerships. This resource will be explored, successful models will be profiled, and emerging possibilities considered.

    Eligible for Continuing Education Credits for Social Work  and Professional Counseling – 1.25 hours

     

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. Describe the unique role parishes can serve in caring for older adults’ needs
    2. Explain the benefits of collaborations between agencies, parishes, hospitals, and other community resources
    3. Identify the advantages of different and existing models of integrated care of older adults

    Presenters:
    Mary Ann Bibat, MSW, Vice President of Social Services Senior Services
    Catholic Charities, Archdiocese of Chicago, Chicago, Ill.

    Mark Ciesielski, LMSW, Director, Office of Aging Ministry
    Archdiocese of Galveston-Houston, Houston, Texas


     Optional 
    2:45 PM  -  4:00 PM
    2H. Early Evidence from the Evaluation of the Padua Case Management Pilot

    Catholic Charities Fort Worth and Notre Dame’s Wilson Sheehan Lab for Economic Opportunities (LEO) share early evidence from the ongoing randomized evaluation of Fort Worth’s Padua Pilot, an innovative case management program that takes a comprehensive and holistic approach to supporting families on their journey to self-sufficiency.

    Eligible for Continuing Education Credits for Social Work – 1.25 hours 

     

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. Explain how Catholic Charities designed the Padua Pilot to address current gaps in service delivery in the human services sector, and how the Padua Pilot is uniquely able to address these gaps to help clients lift themselves out of poverty permanently
    2. Describe the opportunities and challenges Catholic Charities Fort Worth faced in adding an evaluation component to the Padua Pilot, as well as the ways in which Catholic Charities Fort Worth will utilize the evaluation results in making future programming and expansion decisions for the Pilot
    3. Explain what the early evidence from the Padua Pilot’s randomized evaluation suggests about the program’s efficacy

    Presenters:
    Cindy Casey
    , Padua Program Manager
    Catholic Charities of Fort Worth, Fort Worth, Texas

    Shawna Kolka, Project Manager, Wilson Sheehan Lab for Economic Development (LEO)
    University of Notre Dame, Notre Dame, Ind.

     Optional 
    2:45 PM  -  4:00 PM
    Not Attending a Workshop in Concurrent Session 2
     Optional 
     

    Concurrent Session 3

    4:15 PM  -  5:30 PM
    3A. Let’s Get Digital! Going Beyond the Basics of Social Media and Creating a 360 Experience

    It’s a challenge to compete and grow in today’s multimedia environment without an online presence. That’s where Digital Communications and Marketing comes in! Learn fundamentals on how to promote your agency, programs, events and brand online. We’ll look at content, SEO strategy, social media channels, building a following and reporting.

     

    Learning Outcomes - Following this presentation the attendee will be able to

    1. List digitally integrated communications solutions that are free and cost-effective
    2. Select digital channels that are right for your goals and create a strategy
    3. Grow an audience following

     

    Presenters:
    Caroline Ocampo, Chief of Communications
    Catholic Charities of Santa Clara County, San Jose, Calif.

    Cailan Franz, Director of Communications and Marketing
    Catholic Charities of Archdiocese of San Francisco, San Francisco, Calif.


     Optional 
    4:15 PM  -  5:30 PM
    3B. Catholic Charities Collaborative Response to Domestic Abuse

    Catholic Charities programs can enhance community response to survivors of domestic abuse by mapping existing services, fostering the development of parish ministries, and providing training and support to sustain those ministries.

    Eligible for Continuing Education Credits for Professional Counseling - 1.25 hours

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. Explain the Catholic teaching documents that encourage people in abusive situations to seek safety and healing
    2. List step-by-step how Catholic Charities fosters the development of parish domestic violence ministries and collaborates with parishes and other agencies to develop comprehensive services for domestic abuse survivors
    3. Identify new resources to support Catholic survivors of domestic abuse

     

    Presenter:

    Laura Yeomans, Program Manager, Parish Partners Program
    Catholic Charities of the Archdiocese of Washington, Washington, D.C.

    Sharon O'Brien, Ph.D., Director, Catholics for Family Peace Education and Research Initiative
    Catholic University of America, Washington, D.C.


     Optional 
    4:15 PM  -  5:30 PM
    3C. Building Community Support for Migrants - Responding to the Crisis

    While the “Trump Effect” triggered empathetic giving toward refugee resettlement following the 2016 election, Catholic Charities proactively developed a community outreach plan that preceded Executive Orders in January affecting refugees and immigrants. Learn how the agency increased community engagement and support by leveraging earned and social media while expanding its donor network.

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. Explain how to establish your agency as the authority on refugee resettlement and immigration issues ahead of crises via effective media relations
    2. Explain how to identify partners and host high demand events to build broad community support
    3. Explain how to channel the energy of goodwill and unsolicited support to build a community of advocates around issues that may be fleeting and topical to maximize development potential for both short-term circumstantial needs and long-term sustainability

    Presenters:
    Kelly Anchrum, Director of Marketing & Communications
    Catholic Charities Southwestern Ohio, Cincinnati, Ohio

    Daniel Sarell, Director of Mission Advancement
    Catholic Charities Southwestern Ohio, Cincinnati, Ohio


     Optional 
    4:15 PM  -  5:30 PM
    3D. Dignity Works, LLC: A story about how necessity is the mother of invention

    Catholic Charities of Onondaga County uses social ventures to create jobs and employment opportunities for people who are homeless, refugees, and other clients who struggle with significant barriers to employment. Culinary training, catering, property management work, and other social venture practices are helping people move from poverty to self-sufficiency.

    Eligible for Continuing Education Credits for Social Work – 1.25 hours

     

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. Explain how to employ client workers with high barriers to traditional employment
    2. Explain how to choose the right social venture for your agency and client workforce
    3. Explain how to consider and pursue a social venture return on investment beyond financial support to your agency

    Presenters:
    Michael F. Melara, M.S, Executive Director
    Catholic Charities of Onondaga County, Syracuse, N.Y.

    Christopher Curry, M.A.P.A., CAS, Chief Program Officer
    Catholic Charities of Onondaga County, Syracuse, N.Y.


     Optional 
    4:15 PM  -  5:30 PM
    3E. Mission-Driven Sustainability: How to Make Strategic Decisions in Programs

    Catholic Charities programs are living entities that have a beginning, middle and an end.  How do you decide which programs deserve a place in your agency’s portfolio?  This session will explore the program lifecycle and present two practical tools for determining which programs need to close and which can be sustained.

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. Explain the lifecycle of a social service program
    2. Explain how to judge whether a new program is a good fit for your agency
    3. Utilize the tools to decide whether a program should be closed or re-engineered

    Presenters:
    Peg Harmon, M.S., Executive Director
    Catholic Community Services of Southern Arizona, Tucson, Ariz.

    Patsy Holian, M.P.A., CCEP, Executive Vice-President/C.O.O.
    Catholic Charities Diocese of Cleveland, Cleveland, Ohio


     Optional 
    4:15 PM  -  5:30 PM
    3F. Promoting Family Financial Stability through the United Way THRIVE Collaboration

    Learn about the United Way THRIVE Collaboration, a network of 20 nonprofits and other organizations, led by United Way of Greater Houston, ensuring lower-income, hard-working families achieve financial stability through better jobs, financial education and access to financial services.  Learn how Catholic Charities of the Archdiocese of Galveston-Houston works within this partnership to assist in client long-term success. 

    Eligible for Continuing Education Credits for Social Work – 1.25 hours

     

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. Explain how a cross-sectorial partnership and network focused on leveraging diverse organizational strengths work for the benefit of the community
    2. Describe the different roles diverse organizations can play to help lift families and individuals out of poverty
    3. Describe the responsibility of a backbone organization in a diverse collaborative endeavor

    Presenters:
    Anna M. Babin, CPA, President and CEO
    United Way of Greater Houston, Houston, Texas

    Amy Corron, M.B.A., Assistant Vice President Community Impact
    United Way of Greater Houston, Houston, Texas

     

     Optional 
    4:15 PM  -  5:30 PM
    3G. Helping Parishes Form Volunteers and Foster Successful Programs

    This workshop will focus on recruiting, training and maintaining parish volunteers that are grounded in Catholic Social Teaching as well as a spirituality of service.  Presentations will be given from both the diocesan and the parish perspectives.

     

    Learning Outcomes - Following this presentation the attendee will be able:

    1. Describe a model that allows the diocese to extend the work of Parish Social Ministry (PSM) to a larger number of parishes
    2. Explain successful practices in recruiting and maintaining PSM volunteers
    3. Connect concrete ministries with Catholic spirituality

    Presenters:
    Sr. Lisa Bergeron, O.S.U., J.D., Director
    St. John Nepomucene Parish Social Ministry, Bohemia, N.Y.

    Matt Johns, Director, Mission Integration Programs
    Catholic Charities of the Archdiocese of Galveston-Houston, Houston, Texas


     Optional 
    4:15 PM  -  5:30 PM
    3H. Advocating for Immigrant and Refugee Rights

    State officials can be important allies for immigrant and refugee issues with the right education and outreach. This workshop will offer practical tips to organize an advocacy day in your state. We will discuss who should be there, practical ideas of how to implement, and why this event is important.

    Eligible for Continuing Education Credits for Social Work – 1.25 hours

     

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. Explain the importance of state level advocacy
    2. Utilize practical ideas and tools of how to implement an advocacy event in your state
    3. Involve refugee and immigrant community members in the event

    Presenters:
    Frances McBrayer, LMSW, Senior Director of Refugee Services
    Catholic Charities of Atlanta, Atlanta, Ga.

    Ashley Feasley, Director of Policy, Migration ad Refugee Services
    U.S. Conference of Catholic Bishops, Washington, D.C.


     Optional 
    4:15 PM  -  5:30 PM
    Not Attending a Workshop in Concurrent Session 3
     Optional 
     
    6:30 PM  -  8:30 PM
    Local Host Reception
    Catholic Charities of the Archdiocese of Galveston-Houston invites you to a fun celebration of Houston! The evening will include a buffet style dinner that will incorporate Houston's most-famous flavors, dancing to the sounds of a DJ, exciting door prices and a few surprise. The reception takes place at the Marriott Marquis' Houston Ballroom on Thursday, September 28 at 6:30 p.m. Registration fee $50.
    Fee  Optional 
  • Friday, September 29, 2017
  •  
    7:30 AM  -  8:15 AM
    Breakfast
    8:15 AM  -  8:45 AM
    Morning Prayer and Board Commissioning
    8:45 AM  -  9:45 AM
    Major Address - Fr. Ronald Rohlheiser, O.M.I.

    Fr. Ronald Rolheiser is a member of the Missionary Oblates of Mary Immaculate and is President of the Oblate School of Theology in San Antonio, Texas. He is a community-builder, lecturer and writer. His weekly column is carried by more than 80 newspapers worldwide. Prior to his present position, he taught theology and philosophy at Newman Theological College in Edmonton, Alberta, for 16 years; served as Provincial Superior of his Oblate Province for six years; and served on the General Council for the Oblates for six years. He was ordained to the priesthood in 1972 and earned two master’s degrees (University of San Francisco, 1974, and University of Louvain, 1982), and a Ph.D./STD (University of Louvain, 1983).

    9:45 AM  -  2:00 PM
    Meeting of the CCUSA Board of Trustees (Closed to the Public)
     Optional  Closed 
     

    Concurrent Session 4

    10:00 AM  -  12:30 PM
    4A. Community of Practice Affordable Housing
     Optional 
    10:00 AM  -  12:30 PM
    4B. Community of Practice Integrated Health
     Optional 
    10:00 AM  -  12:30 PM
    4C. Community of Practice Food and Nutrition
     Optional 
    10:00 AM  -  12:30 PM
    4D. Community of Practice Immigration and Refugee Services
     Optional 
    10:00 AM  -  12:30 PM
    4E. Community of Practice Leadership Development and Catholic Identity
     Optional 
    10:00 AM  -  12:30 PM
    4F. Community of Practice Disaster Operations
     Optional 
    10:00 AM  -  12:30 PM
    4G. Community of Practice Social Enterprise Initiatives
     Optional 
    10:00 AM  -  12:30 PM
    4H. Community of Practice Advocacy and Social Policy Initiatives
     Optional 
    10:00 AM  -  12:30 PM
    National Impact Community of Practice Meetings
    10:00 AM  -  12:30 PM
    Not Attending a Community of Practice Meeting in Concurrent Session 4
     Optional 
     
    12:30 PM  -  1:30 PM
    Lunch
     

    Concurrent Session 5

    1:45 PM  -  2:45 PM
    5A. The Art of Junior Boards

    Learn how to reach a younger generation and what they bring to your organization. Are you using their energy, networks, treasures and talents? Create and grow a junior board that will bring a new perspective to your practices. We’ll share our experiences of junior boards to help you build yours.

     

    Learning Outcomes - Following this presentation the attendee will be able to: 

    1. Explain how to foster a young adult network
    2. Utilize the tools to create a vibrant, new junior board
    3. Explain how to fundraise, network and socialize with a younger crowd

    Presenters:
    Edith Avila Olea, Parish Outreach and Board of Young Professionals Coordinator
    Catholic Charities, Diocese of Joliet, Joliet, Ill.

    Bethany Shaw, Director of Development
    Catholic Charities of Pittsburgh, Pittsburgh, Pa.

     Optional 
    1:45 PM  -  2:45 PM
    5B. Intergrating Health Services for Patients with Neurodegenerative Disorders

    Providing comprehensive social work to patients with prolonged neurological illnesses presents clinicians with challenges that require an enhanced direct practice, expanding the role of clinicians in behavioral and physical health treatment. Catholic Charities of the Archdiocese of Washington St. Jude’s Project has created the Therapeutic Patient Navigation model in response to dynamic needs of this patient population.

    Eligible for Continuing Education Credits for Social Work and Professional Counseling – 1 hour

     

    Learning Outcomes - Following this presentation the attendee will be able to: 

    1. Explain the assessment process of patients with neurological illnesses
    2. Explain how therapeutic patient navigation works at Catholic Charities DC
    3. Describe patient-centered care with this population

    Presenter:
    Kimberly Washington, MSW, LICSW, LCSW, MAC, Clinical Program Manager
    Catholic Charities of the Archdiocese of Washington, Washington, D.C.


     Optional 
    1:45 PM  -  2:45 PM
    5C. A Framework for Practice Grounded in Mission: An Australian Story

    This workshop shares the development and implementation of CatholicCare Wollongong's (Australia) Framework for Practice, which consolidates and articulates common approaches across a multi-service diocesan social services agency. The workshop will take participants on a practical journey of ensuring integration and alignment of CatholicCare's identity, mission and values into everyday practice.

     

    Learning Outcomes - Following this presentation the attendee will be able to: 

    1. Explain the elements that make up CatholicCare Wollongong's Framework for Practice
    2. Describe the process undertaken to develop and implement a practice framework that integrates mission and values into everyday practice
    3. Describe the importance of Catholic social services agencies having a Practice Framework, the challenges faced and the lessons learned in its development and implementation

    Presenter:
    Trish Cooney, Manager Mission & Community Relations
    CatholicCare Wollongong, Wollongong, Australia


     Optional 
    1:45 PM  -  2:45 PM
    5D. A Pay for Success Model to Improve Homelessness Prevention

    Learn how your agency can use data science to improve homelessness intervention programs and design a new pay-for-success financing model.

    Eligible for Continuing Education Credits for Social Work – 1 hour

     

    Learning Outcomes - Following this presentation the attendee will be able to: 

    1. List the approaches to developing a pay-for-success financing model
    2. Enumerate the basics of how to use data science and analytics to improve program outcomes
    3. Describe how various homelessness intervention programs may reduce long term public costs

    Presenters:
    Eileen Higgins, Vice President of Housing Services
    Catholic Charities of the Archdiocese of Chicago, Chicago, Ill.

    Daniel Hadley, Director Data Innovation
    Sorenson Impact Center, Salt Lake City, Utah


     Optional 
    1:45 PM  -  2:45 PM
    5E. Using Data Analytics to Drive Mission & Outcomes – A Case Study

    Using a case study from Catholic Charities in Phoenix, this session will demonstrate how to effectively use agency data to make decisions and drive mission. We will present the planning and collaboration involved in implementing a pilot analytics project and discuss the pitfalls, barriers and ultimate impact of the project.

    Eligible for Continuing Education Credits for Social Work and Professional Counseling– 1 hour

     

    Learning Outcomes - Following this presentation the attendee will be able to: 

    1. Explain the importance of using their data as a strategic asset to drive decisions
    2. Execute a small-scale analytics project using a tested model for planning and implementation
    3. Discuss the potential challenges facing any analytics project and the corresponding remedies to overcome them

    Presenter:
    Dave Paddison, M.B.A., CHFP, Vice President of Strategy &  Analytics, CFO/CIO
    Catholic Charities Community Services, Phoenix, Ariz.


     Optional 
    1:45 PM  -  2:45 PM
    5F. The Social Physics of Responsible Fatherhood

    This workshop presents best practices for identifying, implementing and evaluating a fatherhood program, helping promote responsible fatherhood and holistic parenting by empowering fathers to assume emotional, moral, spiritual, psychological and financial responsibility for their children
    Eligible for Continuing Education Credits for Social Work and Professional Counseling - 1 hours


    Learning Outcomes - Following this presentation the attendee will be able to: 

    1. Describe the social physics of responsible fatherhood
    2. Provide direction on implementing a fatherhood development program
    3. List information on the state of the field for working with fathers

    Presenter:
    Joel Cruz, M.Th., Family Center Director
    Catholic Charities of the Archdiocese of Hartford, Hartford, Conn.


     Optional 
    1:45 PM  -  2:45 PM
    5G. Leading for Results

    Results-based leadership, a model widely utilized by the Annie E. Casey Foundation for their community impact work, places results at the center and uses data to advance the group process. Learn about the core competencies, frameworks and skills with the potential to change the way you and your organization plan and implement change.

    Eligible for Continuing Education Credits for Social Work and Professional Counseling – 1 hour

     

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. List the five core competencies, two foundational frameworks and two foundational skills of Results-Based Leadership       
    2. Describe the Theory of Aligned Contributions
    3. Explain the difference between technical and adaptive problems

     Presenter:
    Jean Beil, LCSW, Senior Vice President for Programs and Services
    Catholic Charities USA, Alexandria, Va.


     Optional 
    1:45 PM  -  2:45 PM
    Not Attending a Workshop in Concurrent Session 5
     Optional 
     
    3:00 PM  -  3:30 PM
    Buses to Co-Cathedral of the Sacred Heart
    3:30 PM  -  5:15 PM
    Eucharistic Celebration and Global Migration Campaign Activity
    Co-Cathedral of the Sacred Heart
  • Saturday, September 30, 2017
  •  
    8:00 AM  -  9:30 AM
    Morning Prayer, Awards Breakfast and Invitation to 2018 Annual Gathering

    Join friends and colleagues as we start the day in prayer and gather to celebrate the accomplishments of colleagues from across the network for their hard work. The following awards will be given: 

    • The Volunteer of the Year award thanks the volunteers who have answered God’s call to ease the suffering of those in need. In our goal to reduce poverty in America, Catholic Charities is able to serve more of our brothers and sisters due to the dedication and commitment of volunteers
    • The Bishop Sullivan award thanks a person in the Catholic Charities network who has distinguished him/herself for dedicated service and/or leadership in the field of children, youth and families
    • The Excellence in Management award recognizes supervisors and managers who are addressing the needs of their units and individual employees to successfully navigate impending changes in the workplace

     

     

    Concurrent Session 6

    9:45 AM  -  12:15 PM
    6A. Development and Communications – Part 1

    We will kick-off this session with a discussion on how your organization can more effectively and more efficiently maximize the donor journey through the integration of branding, marketing and fundraising. The session will end with a presentation on how transparency is the key to communicating your agency’s effectiveness and therefore spurring growth.

     

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. Explain how your organization can more effectively and more efficiently maximize the donor journey through the integration of branding, marketing and fundraising
    2. Describe what donors and funders are looking for when they evaluate nonprofit organizations
    3. Explain the importance of transparency and how it correlates to organizational progress

    Presenters:
    Patricia Cole, Vice President, Communications
    Catholic Charities USA, Alexandria, Va.

    Anthony Sciacca, Chief Development Officer
    Catholic Charities USA, Alexandria, Va.

    Brian Crimmins, M.B.A., Chief Executive Officer
    Changing Our World, New York, N.Y.

    Adrian Bordone, M.L.A., Vice President Strategic Partnerships
    GuideStar, Washington, D.C.


     Optional 
    9:45 AM  -  12:15 PM
    6B. Asset Development

    Financial capability integration refers to incorporating financial capability discussions, resources, and tools directly into existing services. On behalf of the U.S. Department of Health and Human Services, Prosperity Now provided technical assistance (TA) on financial capability integration to four Catholic Charities using tools from Building Financial Capability: A Planning Guide for Integrated Services (the Guide). Prosperity Now will summarize lessons learned from the TA engagement and session participants will have an opportunity to apply lessons to their own work.

    The Institute will also provide an opportunity to share information on a new sponsorship received by CCUSA from the FINRA Foundation that will train interested agencies and local credit unions to successfully launch an Employer-Sponsored Small-Dollar Loan program to help employees avoid high-cost payday lenders, build or improve credit, and begin to save.

    Learning Outcomes - Following this presentation the attendee will be able to: 

    1. List options for staff training that support greater retention and goal achievement for clients in financial capability case management
    2. Describe innovative products used by agencies that have had good success in financial capability case management 
    3. List the obstacles and opportunities in the integration of financial capability strategies across program lines

    Presenters:
    Ariel Sankar-Bergmann, M.P.A., Program Manager
    Prosperity Now, Washington, D.C.

    Inger Guiffrida, Private Consultant and National Trainer
    Norman, Okla. 

    Molly O’Donnell, Director, Family Success Center
    Catholic Charities of Oregon, Portland, Ore.

    Jenna Panas, Director of Workforce Services
    Catholic Charities Fort worth, Fort Worth, Texas

    Susan M. Sarver, J.D., Associate Director
    FINRA Investor Education Foundation, Washington, D.C. 

    Andy Zmuda, Ph.D
    ., Director of Program Operations and Integration
    Catholic Charities, Diocese of Camden, Camden, N.J.

     

     Optional 
    9:45 AM  -  12:15 PM
    6C. Strengthening Your Agency’s Response to Refugees and Immigrants

    Catholic Charities agencies operate in an increasingly unwelcoming environment for refugees and immigrants and are uniquely positioned to meet the challenge. This Institute will focus on why we do what we do, how we can ensure a culture of welcome, and how to generate resources in this challenging time. 
    Eligible for Continuing Education Credits for Social Work - 2.5 hours

     

    Learning Outcomes - Following this presentation the attendee will be able to: 

    1. Explain principles of Catholic Social Teaching that ground the Catholic response to refugees and immigrants
    2. Describe strategies for ensuring a culture of welcome at your agency
    3. Utilize proven and effective tools for communicating your impact for fundraising for refugee and immigrant programs

    Presenters:
    Ronna Huckaby, M.Ed., LPCS, Vice President of Client Solutions
    Catholic Charities of Fort Worth, Fort Worth, Texas

    Martin Gutierrez, Division Director
    Catholic Charities of the Archdiocese of New Orleans, New Orleans, La.

    Michelle Sardone, M.A., Director of Legalization
    Catholic Legal Immigration Network (CLINIC), Silver Spring, Md.


     Optional 
    9:45 AM  -  12:15 PM
    6D. Developing Your Greatest Assets: Organizational Strategy & Employee Engagement (DDs Only)

     This sessions is for Diocesan Directors Only.

    This Diocesan Director Institute will show you how to achieve two of any organization’s biggest assets: a clear strategy and an engaged workforce. You will learn how to separate your operation from others and create a strategy to take you to the next level. Then, you will learn how to tap into the passion of every employee to reach your collective strategic goals.

     

    Learning Outcomes - Following this presentation the attendee will be able to: 

    1. Describe strategy and why it is important for them to focus on organizational strategy.
    2. Define the term resource-based advantages, and be able to identity the resource-based advantages that are unique to their organizations.
    3. Define employee engagement and develop a plan for creating an engagement-focused work culture at their own agencies

    Presenters:
    Gerry Carter, M.A., M.P.A, Ph.D., Executive Director/CEO
    Catholic Charities Diocese of Charlotte, Charlotte, N.C.

    Chuck Bamford, M.B.A., Ph.D., Managing Partner
    Bamford Associates, Durham, N.C.

    LaurieGrace Bouldin, CPA, Leadership Development Consultant
    LaurieGrace Coaching, Dallas, Texas


     Optional 
    9:45 AM  -  12:15 PM
    6E. Social Enterprise Ignite Lab – Speed Mentoring

    This 2.5 hour session is designed as a speed mentoring session where participants will have one-on-one meetings with a diverse group of experts and specialists in topic areas related to launching, growing, or improving the sustainability of a social enterprise.

    Learning Outcomes - Following this presentation the attendee will be able to: 

    1. Explain how to approach designing and launching a social enterprise
    2. Describe the pros and cons of various corporate structures and business models
    3. List what steps they can take to grow the scale and impact of their social

    Presenters:

    Kila Englebrook, President & CEO
    Social Enterprise Alliance, Nashville, Tenn.

    Rafael Alvarez, Founder & CEO
    Genesys Works, Houston, Texas

    R. Neal Black, Former President & CEO
    Jos. A. Banks Clothiers, Inc., Hempstead, M.D.

    Elida El-Gawly, Former Director, Community Grants and Investments
    Sisters of Charity of the Incarnate Word, Houston, Texas

    Yusef Muhammad, CEO
    American Business Television, Houston, Texas

    Mike Melara, Executive Director
    Catholic Charities Onondaga County, Syracuse, N.Y.

    Chris Curry, M.P.A, Chief Program Officer
    Catholic Charities Onondaga County, Syracuse, N.Y.

    M. William Sermons, MSW, Ph.D., Senior Director of Research and Evaluation
    Catholic Charities USA, Alexandria, Va.


     Optional 
    9:45 AM  -  12:15 PM
    6F. Data: Analyzing your Past; Planning your Future

    “Big Data” has been a big trend over the past decade, but the concept can be overwhelming and hard to apply.  However, your “medium or small” data can be just as powerful, or more, to help your organization evaluate its progress, efficiency, and impact, as well as plan for your future.  This session will be focused on using financial and operational data in interactive and collaborative ways that go well beyond monthly financials and annual reports.

    Eligible for Continuing Professional Education units for CPA's – 2.5 hours (via CLA)

     

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. Describe how data analytics and visualization can be used to manage their organizations.
    2. Identify what type of financial model might be most relevant and useful for their organizations.
    3. Explain how financial analysis and modeling can support organizational strategies

    Presenters:
    Dave Paddison, M.B.A., CHFP, VP of Strategy & Analytics, CFO/CIO
    Catholic Charities Community Services, Phoenix, Ariz.

    Kelsey Vatsaas, M.B.A., CPA, Managing Consultant, Nonprofits
    CliftonLarsonAllen, Minneapolis, Minn.


     Optional 
    9:45 AM  -  12:15 PM
    6G. The Dynamic Relationship of Faith and Service

    This Institute explores how Catholic faith enlivens the services provided by Catholic Charities and how that service nourishes the faith lives of staff members, thus enriching the agency.   Special attention will be paid to the challenge posed by suffering since, absent suffering, services would not be necessary, yet, services attempt to relieve the suffering caused by poverty

     

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. Describe the Catholic nature and culture of Catholic Charities
    2. Identify how his/her own faith is enriched by the service s/he provides
    3. Explain the relationship between charity and suffering

    Presenter:
    Fr. Klaus Baumann, Professor
    Albert Ludwig University, Freiburg, Germany


     Optional 
    9:45 AM  -  12:15 PM
    6H. Policy Forum for the 115th Congress

    The policy forum provides a way for CCUSA Communities of Practice, Sections and the CCUSA ministry to influence federal policy discussions by sharing issues affecting your community and recommendations for policy change for the 2nd Session of the 115th Congress. This interactive session allows Communities of Practice and Sections to highlight the most important policy issues facing their ministries. Participants will develop a holistic understanding of the policy landscape, potentially identify intersecting policy areas between ministries, leave determined to work with renewed vigor for social justice. 

     

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. Identify administrative and legislative priorities for second half of the 115th Congressional
    2. Explain the issues impacting the Catholic Charities ministry
    3. Discuss how to impact federal policy change

    Presenter:
    Martina O’Sullivan MSW, Chair
    Advocacy and Social Policy Initiatives Community of Practice Organizing Committee
    Capitola, Calif.


     Optional 
    9:45 AM  -  12:15 PM
    Not Attending an Institute in Concurrent Session 6
     Optional 
     
    12:30 PM  -  1:30 PM
    Lunch

    Luncheon Address - C. Nicole Mason, Ph.D.

    C. Nicole Mason, PhD, is the author of "Born Bright: A Young Girl's Journey from Nothing to Something in America" (St. Martin's Press). She is also Executive Director of the Center for Research and Policy in the Public Interest (CR2PI) at the New York Women's Foundation. Prior to her position at CR2PI, Nicole was Executive Director of the Women of Color Policy Network at New York University's Robert F. Wagner Graduate School of Public Service. There, she held the distinction of being one of the youngest scholar-practitioners to lead a major U.S. research center. She is also an Ascend Fellow at the Aspen Institute in Washington, D.C. She has written hundreds of articles on women, leadership development and economic security. She also delivered at TEDTalk at TEDWomen 2016 on the courage to disrupt and the gift of being difficult.

     

    Concurrent Session 7

    1:45 PM  -  4:15 PM
    7A. Development & Communications – Part 2

    Your organization is a part of a rapidly changing community. Therefore, your strategy cannot be static – it must be fluid, fed by constant intelligence about changing markets and stakeholders. This requires an evidence-based management approach that takes into account both, an external line of sight toward changing markets and constituents and an internal line of sight toward organizational and business practices and services. Join us for a discussion on designing integrated strategic, business and operating practices to realize your mission.

     Learning Outcomes - Following this presentation the attendee will be able to:

    1. Define evidence-based management in the context of Development & Communications
    2. Identify information sources for changing markets and stakeholders in one’s local community
    3. Employ evidence-based management approach for internal organizational change

    Presenters:
    Susan Raymond, M.A., Ph.D.,  Executive Vice President
    Changing Our World, New York, N.Y.

    Patricia Cole, Vice President, Communications
    Catholic Charities USA, Alexandria, Va.

    Anthony Sciacca, Chief Development Officer
    Catholic Charities USA, Alexandria, Va.


     Optional 
    1:45 PM  -  4:15 PM
    7B. The Relationship between Childhood Trauma and Addiction

    This course will inform participants about the impact of childhood and attachment trauma on normal developmental processes, lending useful insight into the subjective/phenomenological experiences of the client.  The strong positive correlation between childhood trauma and opioid addiction will also be explored.  Participants will learn about current research that describes the role that addiction, in general, plays for this population. Additionally, participants will gain an understanding of vicarious traumatization and learn how to translate countertransferential responses into therapeutic techniques and tactics. Participants will also learn about the essential curative factors related to the treatment of adult survivors of adverse childhood experience. 

    Eligible for Continuing Education Credits for Social Work and Professional Counseling – 2.5 hours

     

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. Identify four main characteristic reactions of the subjective experiences of an adult survivor of trauma and how they evidence themselves in the therapeutic dialogue
    2. Translate a client’s preverbal experience and be able to develop clinical hypotheses based on the client’s preverbal experience 
    3. Describe the correlation between childhood trauma and addiction

    Presenter:
    Dean Scher, Ph.D., LCSW, Executive Director
    Catholic Charities Community Service of Orange and Sullivan, Goshen, N.Y.


     Optional 
    1:45 PM  -  4:15 PM
    7C. Engaging Parishes to Welcome Refugees and Immigrants

    Parishes are well-suited to integrate immigrants and refugees since welcoming is part of their mission. They are trusted and viewed as safe, have a built-in volunteer base, and can address practical local needs. In this Institute, learn how to establish or expand a parish-based initiative for success.

     

    Learning Outcomes - Following this presentation the attendee will be able to: 

    1. Identify a parish’s keys to success in integrating newcomers into the local community      
    2. Explain the importance of volunteer management, educating parishioners, forming parish staff, cultivating relationships with local officials, and engaging in advocacy
    3. Identify the supportive roles of a local Catholic Charities agency, CLINIC, and the USCCB’s Migrant and Refugee Services (MRS)

    Presenters:
    Daniel Sturm, M.A., Research and Evaluation Manager, Migration and Refugee Services
    United States Conference of Catholic Bishops, Washington, D.C.

    Paola Flores-Marquez, Outreach Manager, Legalization Programs
    Catholic Legal Immigration Network, Inc. (CLINIC), Silver Spring, Md.

    Lucas Swanepoel, J.D., Senior Director, Government Affairs
    Catholic Charities USA, Alexandria, Va.


     Optional 
    1:45 PM  -  4:15 PM
    7D. Basic Steps of the Affordable Housing Development Process

    This session helps participants better understand the basic steps of developing an affordable housing project from site selection and project feasibility through development team selection to design and funding. It will help new and experienced agencies discern the value and risks associated with affordable housing development and provide a base of knowledge that will allow them to decide to continue the process, select a partner or seek other shelter providing alternatives.

    Learning Outcomes - Following this presentation the attendee will be ale to: 

    1. Understand the risks and rewards of affordable housing development
    2. Explain partnership opportunities with experienced CCUSA provider agencies to mitigate risks
    3. Identify the advantages and benefits of utilizing surplus church or donated property for affordable housing projects

    Presenters:
    Curtis Johnson, M.P.A., P.H.M., Senior Director of Housing Strategy
    Catholic Charities USA, Alexandria, Va.

    Rebecca Solomon, Training Manager
    Neighborworks, Washington, D.C.


     Optional 
    1:45 PM  -  4:15 PM
    7E. Client Data Systems: Selection, Migration and Integration

    Client database systems hold the promise of effective care coordination, measurement of client outcomes, and support for quality improvement initiatives. However, lack of integration between systems, insufficient resources, and mismatches between system specification and agency needs often leave this promise unrealized. This Institute provides an opportunity for agencies faced with challenges of system selection, migration and integration to learn from other agencies in the network who are further along in grappling with those problems.

     

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. Describe agency needs and match those needs with available client data systems
    2. List strategies and challenges of synthesizing data from multiple internal and external data systems
    3. Describe the challenges of migrating from one client data system to another

    Presenters:
    Almaz Negash, M.B.A., Senior Managing Director, Step Up Silicon Valley
    Catholic Charities of Santa Clara, San Jose, Calif.

    Jari Mema, Chief Program Officer
    Catholic Charities of Dallas, Dallas, Texas

    Josh Audi, Vice President and C.F.O.
    Catholic Charities of Fort Worth, Fort Worth, Texas

    Collen Mayer, Director of Social Services
    Catholic Charities of Tennessee, Inc., Nashville, Tenn.


     Optional 
    1:45 PM  -  4:15 PM
    7F. Catholic Charities Finance and Accounting: Back to Basics

    Like many other areas within Catholic Charities, finance departments have seen continued transition and turnover across the country.  From “What I Learned my First Year as a Catholic Charities Finance Director” to preparing for an audit and unique aspects of the 990 and tax considerations for Catholic Charities, this session will be a great overview for new finance folks and a great refresher for those who have been around for awhile.
    Eligible for Continuing Professional Education units for CPA's – 2.5 hours (via CLA)

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. List the key things to learn as a new Catholic Charities employee in a finance or accounting role
    2. Explain the relevant tax and 990-related considerations for Catholic Charities organizations
    3. Explain the most important steps to preparing for a financial statement audit

    Presenters:
    Laura Stevenson, Finance Director
    Catholic Charities, Diocese of Palm Beach, Palm Beach Gardens, Fl.

    Karen Gries, CPA, Principal, Nonprofit Tax
    CliftonLarsonAllen, Minneapolis, Minn.

    Bill Loughery, CPA, Manager Nonprofits
    CliftonLarsonAllen, Plymouth Meeting, Pa.


     Optional 
    1:45 PM  -  4:15 PM
    7G. Moral Decision-Making in a Catholic Charities Agency

    When facing decisions like providing services, signing agreements, or accepting donations, Catholic Charities staff need to engage the Catholic tradition’s moral decision-making processes. These processes will be explored in this Institute, using the CCUSA Code of Ethics as a resource, and including case studies in Human Resources, development, and other areas.

     

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. List the Catholic Tradition’s moral decision-making methodologies of 1) Personalism; 2) Physicalism; and 3) See, Judge, Act
    2. Apply these methods within relevant case studies
    3. List the various Catholic resources for moral decision making, including the CCUSA Code of Ethics

    Presenters:
    Brian Corbin, Executive Vice President
    Catholic Charities USA, Alexandria, Va.

    Scott Hurd, Senior Director, Leadership Development
    Catholic Charities USA, Alexandria, Va.

    Ellen T. Wayne, Ed.D., Executive Director
    Catholic Charities of the Finger Lakes, Geneva, N.Y.


     Optional 
    1:45 PM  -  4:15 PM
    7H. Policy Forum for the 115th Congress

    The policy forum provides a way for CCUSA Communities of Practice, Sections and the CCUSA ministry to influence federal policy discussions by sharing issues affecting your community and recommendations for policy change for the 2nd Session of the 115th Congress. This interactive session allows Communities of Practice and Sections to highlight the most important policy issues facing their ministries. Participants will develop a holistic understanding of the policy landscape, potentially identify intersecting policy areas between ministries, leave determined to work with renewed vigor for social justice. 

     

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. Identify administrative and legislative priorities for second half of the 115th Congressional
    2. Explain the issues impacting Catholic Charities ministry
    3. Discuss ideas of how to impact federal policy change

    Presenter:
    Martina O’Sullivan MSW, Chair
    Advocacy and Social Policy Initiatives Community of Practice Organizing Committee
    Capitola, Calif.


     Optional 
    1:45 PM  -  4:15 PM
    7I. When Doing Good Isn’t Enough: Embedding Research & Innovation in Practice

    In order to eradicate poverty, we need to create new solutions. While providing short term support is always important; solving for permanent self-sufficiency is needed. That’s why we’ve begun innovating new ways to move people out of poverty. Learn ways to incorporate innovation into your programs.

    Eligible for Continuing Education Credits for Social Work – 2.5 hours

     

    Learning Outcomes - Following this presentation the attendee will be able to:

    1. Discus the importance of asking the right questions to solve the right problems
    2. Brainstorm potential innovations and how to incorporate current ones
    3. Identify ways their services could be revamped from the “status quo” to create a larger impact

    Presenter:
    Frank Santoni, Senior Director of Research and Innovation
    Catholic Charities Fort Worth, Fort Worth, Texas


     Optional 
    1:45 PM  -  4:15 PM
    Not Attending an Institute in Concurrent Session 7
     Optional 
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