PP = Power Point
HO = Handout

Preconference Seminar: Comprehensive Retirement Planning
Eldercare Delivery - Ray Mattes PP
Financial Planning - Hertha Longo PP
Philosphy Guidelines - Catherine Keevey PP
Real Estate - Bev Erickson PP

KEYNOTE 1: The Church in Iraq  — Fr. Manuel Boji

1. Legal Issues Update   – Donna Miller  PP / HO
2. The Basics of Investment  – Eileen O’Connell  
3. Who Decides -Leadership, Member or Member’s Family or Friends? – Lynn Jarrell, OSU & Dan Ward, OSB PP / HO
4. Bankruptcy:  By An Institute and by a Member  – Cullen Kuhn

5. Hoarding: A Problem of One Affecting the Many  (Part I) – Caroline Wroblewski  PP / HO
6. Managing Investments: Portfolio under $5 Million – Tim Schwarzenberger 
7. The Integration of Facility Assessment Findings with Core Values in Planning – Sr. Regina Marie Dubickas, SSC, Mark Higgins, Sr. Immacula Wendt, SSC & Roger Wozny   PP
8. Evaluating the Merits of Active Management  – David Immonen & Mark MacPherson  PP
9. Diocesan Regulations and Their Applicability to a Religious Institute – Amy Strickland   HO

10. Hoarding: A Problem of One Affecting the Many (Part II) – Caroline Wroblewski   PP / HO
11. Economics the Easy Way – A Basic Introduction for Treasurers – Walter Coughlin PP / HO
12. How to Design and Construct a Project to Support Your Mission – Jack Kelley & Jeff Jozwiak  PP
13. The New Abbreviated, Investment Policy Checklist: Everything You Are Afraid to Know But Need to Ask - Margaret Mary Cosgrove, BVM, & Mary Tomanek
14. Roles and Responsibilities of Board Membership – Sr. Helen Garvey, BVM   HO
15. The Perplexing Issue: Member’s Personal Files – Dan Ward, OSB  PP

KEYNOTE 2:  Advancing Catholic Mission and Identity: A Catholic Higher Education Perspective – Dr. Michael Galligan-Stierle

16. 2011-2012 Government Benefit Programs Update   (repeated in Workshop 27) – Constance Neeson   HO
17. Managing Investments: Portfolios Between $5 million and $30 million – Tim Schwarzenberger  
18. The Best of Both Worlds: Highlighting the Key Differences of Traditional SRI Policy and Active ESG Investing – Sandra Shotwell & Michael Walsh  
19. Justice in the Workplace: Beginning the Workplace Relationship –Hiring and Interviewing Processes – Mary Jo Moran   PP / HO1 / HO2
20. Governance of a Religious Institute – Lynn Jarrell, OSU & Nancy Reynolds, SP   PP

21. Liability and Land (Part I)  – Michael Airdo  
22. Aging Services with Grace, Dignity, and Cost Awareness – Erin George & Jerry Gumbleton  
23. Managing Conflict – Dr. Richard McCorry   HO
24. Separation from the Religious Institute   – Amy Strickland   HO
25. Inflation Hedge: The Use of Commodities in a Portfolio – Jim Modelski  

26. Liability and Land  (Part II)  – Michael Airdo 
27. 2011-2012 Government Benefit Programs Update  (repeat of Workshop 16) – Constance Neeson HO
28. Federal Health Care Legislation Update  (repeated in Workshop 32) – Fran Dyer, OP & Br. Michael Quirk, FSC
29. Investing in Community Development: Our Money on Mission – Corinne Florek, OP & David Raynor  PP
30. Elements of a Comprehensive Retirement Plan – Ray Mattes, IHM, Bro. Bob Metzger, SM & Br. Hank Sammon, FMS

31. Social Media I: Introduction – Amy Hereford, CSJ   HO
32. Federal Health Care Legislation Update (repeat of Workshop 28) – Fran Dyer, OP & Br. Michael Quirk, FSC
33. Foundations and Trusts – Mark MacDougall
34. Taxes Update – Donna Miller  PP / HO

35. Social Media II: Legal Issues – Amy Hereford, CSJ   HO
36. Advanced Topics in Accounting – Kellie Goines & Sue Novak    PP
37. Hiring Catholic – Travis Kearbey & Mary Reichert
38. Financing Capital Projects: Signposts of “The New Normal” – Lynn Daly & Sr. Rose Jochmann, OSF   PP

To order CD audio copies of the conferece workshops, contact:
Gem Tapes
Audio Recording and Duplication
PO Box 140266
Dallas, TX 75214
(806)797-9608
www.gemtapes.net
gemtapes@yahoo.com

Click here XXXXXX to access an order form for Gem Tapes
(also found at the end of Conference Registration Booklet).