TRACK 1: BEST PRACTICES IN STEWARDSHIP

B WORKSHOPS C WORKSHOPS Workshops 2014 Revised 9/28/2013 TRACK 1: BEST PRACTICES IN STEWARDSHIP A1 Major Gifts: The Ask The Rev. Canon Charles LaFond, Canon Steward, St. John s Cathedral, Denver Asking for large gifts can be a daunting task regardless if it is being done in the context of a large capital campaign, a meeting about planned giving or the recruitment of a special gift to meet a specific need. In any case, there is an art and a science to asking for a major gift, be it for $1,000 or $100,000 or anything in-between. This workshop deals with the preparation, management and follow up in asking for a major gift. It involves how to design the ask, and includes sample documents and role playing. B1 Capital Campaigns: The Transformation The Rev. Geoffrey Hoare, Rector; Ellen Hayes, Stewardship Director, All Saints Atlanta All Saints in Atlanta had not conducted a Capital Campaign in 20 years. We made our campaign essential, responsible and compelling by making the decision to do two important things: let our program and ministry determine our buildings and grounds needs and let participation, not dollars, become our campaign goal. We began with preaching and ended by exceeding our goals and we d like to share our experience. C1 Technology in Stewardship: From Ink to ipads David Rocchio and Kimberly Mize Churches can have a hard time keeping up with a fast changing technology landscape. At the same time, generational differences in giving demand a response. Kimberly Mize and David Rocchio will discuss a range of technologies that facilitate the generation, cultivation, and stewardship of church givers of all ages. We ll review technologies that have been around for centuries and others that have existed for only a year or two. Attendees will leave with a framework for adding that technology that is appropriate for the size and appetite for their congregation. TRACK 2: BEST PRACTICES IN ENDOWMENT A2 Financial Transparency Leads to More Giving James B. Jordan, CPA Experience has shown that more transparency of financial matters leads to more giving. What are the simple changes easily made to increase transparency and financial health for parishes of all sizes? Join James B. Jordan, CPA, author Financial Management for Episcopal Parishes, Morehouse Press, 2013 for this lively discussion. 1

B WORKSHOPS C WORKSHOPS B2 The Stewardship of Endowed Religious Buildings Barry Donaldson, Kevin Lichten & Patrick Malloy Come and learn about organizational, decision-making, and leadership issues that can significantly influence the life and growth of a church and ultimately its mission. Learn about stewardship as a planning discipline and process starting from an existing-conditions survey; to the preparation of a master plan, capital expense budget and cost analysis; and the establishment of a rational definition of needs and priorities. Review widespread maintenance and operational issues in the life and lifecycle of a church building and discuss social, functional and physical change and principles of adaptability and reuse. C2 Why Should I pledge when my Church has an Endowment? How aware is your congregation about your endowment and what it does? Communicating what an endowment does and does not do is one of the most difficult aspects of stewardship in endowed parishes. How do we communicate the purpose and gift of an endowment to a parish as we also try to increase annual giving? Can you Brand an endowment and market it? Does your endowment have a mission and do your parishioners know what it is? Come and share best practices in endowment awareness for your parish? TRACK 3: BEST PRACTICES IN ADMINISTRATION A3 Insurance Needs for Large Churches: Are They Changing? Church Pension Group Join us to talk about lessons learned from recent storms and major claims. What are the current policy and coverage needs of large churches including historic properties, fine arts, and stained glass which are part of many of our parishes? What new issues have recent claims from named and uncovered? B3 The Church and Healthcare Reform Church Pension Group This workshop will review the evolving health care landscape in context of health care reform, rapid provider consolidation, broader adoption of technology and changing demographics. We will focus on the impact of specific provisions of the Accountable Care Act on the Church's medical plans, costs and utilization of care and additional opportunities CPG is exploring to continue to drive cost containment and access to comprehensive and high health care coverage and services. C3 Trust and Betrayal in Staff Teams Phill Martin, Life Coach Trust and Betrayal.. church staffs that hum. A Watson Wyatt study showed that high-trust organizations out-performed low-trust organizations. This workshop will look at the critical issue of trust on the staff team. Why do we need trust? What builds trust and what do we do when betrayal occurs? Participants will learn the waves of trust and learn how to process betrayal in their life and their team. Come ready to participate and leave with a renewed since of connection with your team. 2

B WORKSHOPS C WORKSHOPS TRACK 4: THE MINISTRY OF COMMUNICATIONS A4 Social Media 101: Understanding and Using 21st Century Tools for Communications Presenter: Joshua Case, Holy Innocents Episcopal Church This workshop will explore present day tools for communications used by parishes and individuals alike. While all communication media is social media, we will explore how print, digital, static, and active communications tools can enliven your parish for ministry. This will be a working workshop where tools like Twitter, Facebook, Vine, Blog Talk Radio, Podcasting, and Instagram will all be highlighted and explored. B4 The Dos and Don ts of Website Content Presenter: Mary Ann Patterson, Sewanee, School of Theology The most effective content for your website is not always what you think! This presentation will cover how to identify, create, and place effective content (text, photos, videos, and links) on your website to most effectively reach your desired audience. It will also cover best practices in website content management how to make use of limited resources and create processes that will work. C4 Social Media 451: Theology After Google: Using Social Media for Christian Formation Saturday 8:30-10:00 AM Presenter: Joshua Case, Holy Innocents Episcopal Church Marshall McLuhan once famously said, The medium is the message. This workshop will explore how McLuhan was not only correct but prophetic with regards to how the church in the 21st Century is to consider its voice. While few question the degree to which the printing press changed the church, now is the time for the church to begin to consider how platforms of digital and social media will decidedly reform the church in the age after Google. This workshop will provide both theoretical and practical habits for parishes, priests, and lay people to embrace as Christians in the 21st century. TRACK 5: THE ENTREPRENEURIAL CHURCH A5 The Halo Effect: Maximizing Your Community Impact Bob Jaeger, President, Partners for Sacred Places There are 54 ways a church can impact the economic vitality of a city. But most civic leaders view churches as a drain on the economy: they take up valuable real estate and don t pay taxes. Cities sell bonds to subsidize big investments like a convention center or stadium because the facility will contribute to the public good by bringing additional business to the area. But for every new convention center or stadium being built, there may be a couple of hundred churches holding weddings, funerals, social events, meetings, and more that bring people into town as well. This "magnet effect" is only one of dozens of ways that a church benefits its community. Do you know how to measure the economic value of your church to your community? Come and learn about the Halo Effect a whole new way of valuing your church and articulating your public value. It s time to broaden our sense of what our parishes value really is. It s a message civic leadership needs to hear. 3

B WORKSHOPS C WORKSHOPS B5 Community: The Sum Is Greater Than Its Parts The Rev. Becca Stevens Join Becca as she describes how it took a community to set up Magdalene and Thistle Farms, sharing the ways in which a community holds us up and holds us accountable during challenging times. She will also explore how community can birth a dream into flesh and bone. C5 Rekindling Hope: Vital Church after Conflict The Rev. Leslie Reimer, Interim Rector, Calvary, Pittsburgh, PA Ms. Nancy Ezell-Suggs, Director of Development, Grace Church, Charleston, SC Ms. Demi Prentiss, Ministry Developer and Stewardship Officer, Diocese of Fort Worth, TX What will the Vital Church look like in the future? We don t have to guess. We have examples of some of the possibilities: the Dioceses of Fort Worth, Pittsburgh and South Carolina all know what it means to live through a reformation and come out on the other side. Each of these three Dioceses have stories to tell around polarization and the challenges to mission it can bring. Come and hear their stories of transformation and brainstorm with them on ways people from polar opposites can come together in oneness around mission and ministry. Join in their healing, learn from them, and help imagine new ways to companion one another and walk toward a revitalized Church in mutual trust. TRACK 6: GREATER THAN WE CAN IMAGINE A6 Invitation, Welcome, & Connection Mary Parmer, Gathering of Leaders Inviting, welcoming, and connecting persons in our congregations are vital steps for building healthy, vibrant and growing churches. Mary developed these materials as a congregational development consultant and they include assessment tools and creative, concrete resources to form a systematic and intentional newcomer ministry. In the last two years, congregations and dioceses across the country have sent clergy & lay leaders to this dynamic training, with measurable results. The Newcomer Ministry Project (soon to be published by Forward Movement) has brought new energy and spirit to congregations, and sustained real growth in membership where the essentials of INVITE-WELCOME- CONNECT are being followed. B6 Fostering Healthy Parishes Church Pension Group What makes a healthy parish? Come and learn about current and developing modules focused on emotional and physical health, readiness to change, as well as linking the topic with CPG medical and behavioral health plans and ongoing resources. 4

B WORKSHOPS C WORKSHOPS C6 Power to the People! The Rev. Bob Morris & Ms. Rose Murdock, Christ Church, Ponte Vedra Beach The largest order of ministry, according to our Catechism, is the laity; and laity, like all orders of ministry, are called to care for others. But all too often they are given neither the authority nor the training and accountability that good pastoral care requires. At Christ Church, Ponte Vedra Beach, Florida, a system of pastoral care that provides all of the above has been created. The outcome? The needs of parishioners are better known and more thoroughly addressed. Called Christ Church Cares, this new pastoral care umbrella is a system of communication offering a cafeteria of pastoral care options everything from Stephen Ministry, to Eucharistic Visitors, to Meal Ministry, etc. If you are looking for ways to successfully expand pastoral care in your congregation, while empowering your lay ministries, come and learn about this exciting and doable! way to ensure that no one walks alone. TRACK 7: RECTOR SEARCHES: CREATING POSITIVE OUTCOMES A7 Who will be YOUR next rector? Dr. Matthew Price, Church Pension Group In the next ten years 50% of the rectors in our largest congregations will reach the Church Pension Fund s regular retirement age of 65, while a further 10% will be eligible for full retirement having reached age 55 with thirty years of credited service. With such a potential turnover in the clergy leadership of large parishes, it is important to look at the characteristics of the next cohort of clergy, particularly those now in their forties. While we know that later ages of ordination mean a clergy population with significantly fewer years of experience (50-year-old clergy now average just ten years of credited service), there are other dimensions of this group that it would be useful to explore, including their background, experience and career history both in and outside the Church. We believe the data in our proposed presentation will be of particular help to members of CEEP as they look to the future. B7 Recruiting and On-boarding Your Next Rector Dawn Sullivan, President, InSource Partners, Inc. How can you accomplish clergy transitions with confidence, reality and efficiency? Parishes embarking on a Rector search need a game plan for the realities of clergy demographics and the evolving Church in the 21 st century. Defining who you are as a parish faith community, including your challenges, joys and aspirations, will define the clergy leadership opportunity you can offer to your next Rector. Being efficient and proactive in how you recruit and on-board that next Rector can create winning outcomes for your parish, for the clergy you encounter and hire, and for the Church at large. C7 Searches: Discerning a Call from a list of Qualified Candidates The Rev. Dr. Rob Voyle "A prayed over turkey is still a turkey, and will probably get eaten rather than lead your congregation." Too often people confuse assessing a candidate's skill from discerning whether they are called to a particular position. Discernment is always done after we have assessed whether a candidate has the skills to perform the task. In part 2 we will provide discernment strategies to discover who is called to lead your congregation. 5

B WORKSHOPS C WORKSHOPS TRACK 8: CHANGING CHURCH A8 Fierce Conversations: An Approach to Naming the Elephant in the Room The Rev. Jim Steen Our lives succeed or fail gradually, then suddenly, one conversation at a time. -Susan Scott, Author, Fierce Conversations We can see the sad truth of Susan Scott s words in many of our churches that for years have avoided the conversations that could bring them new life, vitality, and hope for the future. In this workshop, we will explore the principles behind transformational conversations and how to have them. The Diocese of Chicago is the first church organization to employ Fierce, Inc. and to use its tool, Fierce Conversations. The response has been overwhelmingly positive. Come and find out why! B8 Getting Beyond Sacred Cows, Fantasies and Fears Kay Collier McLaughlin, PhD, Author, Becoming Transformative Church Call them Fierce Conversations or Holy Conversations there is a growing momentum in the church to learn how to be relational people, and to model Christian Behavior for a culture in desperate need of a way to counteract mean-spiritedness and move forward together regardless of differing opinions. In this workshop you will be challenged to recognize that we have brought the hostile, the polarizing, the toxic with us into our naves and parish halls- unholy behaviors marching right into our pews, becoming part of the accepted fabric of our lives. In this interactive and experiential session, you will develop an understanding of what Christian behavior really is, and lay the groundwork for understanding that as a church, we can choose to know what behaviors are acceptable and how to empower them to free God s people for the work of mission and ministry. C8 Fresh Trends in Episcopal Theology for the 21 st Century Chuck Robertson This panel discussion is moderated by the Rev. Canon C. K. Robertson, Ph.D., Canon to the Presiding Bishop of the Episcopal Church and General Editor of the new Studies in Episcopal and Anglican Theology series through Peter Lang Publishing. Participants will include series contributors, who will address some of the challenging theological issues facing the Church at this time in our history, including Christian-Muslim and other interfaith relations, differing understandings of the Church and its place in the global Communion, and Anglican approaches to Scripture interpretation. There will be discussion among the panelists, as well as questions from workshop attendees. Come and join this exciting conversation! 6