Exhibit Hall Open
12:00pm-1:00pm Eastern

Prayer
1:00pm Eastern

Session 5: Concurrent Sessions
1:15pm - 2:15pm Eastern
 

• Session 5A: Legal Risks when Institutes Combine Across Borders
  Presented by: Kenneth Alderfer, Miriam Foley, and Mark MacDougall
  Planning for the continuation of ministry, in the face of changing demographics and leadership profiles, is an uncertain task. The process is complicated when reconfiguration crosses borders and leads to changes in direction and priorities. Frequently, these changes will impact the legal rights, status and assets of the communities in the United States. In truth, the rule of law – the protections afforded to religious institutions, enforcement of contracts, property rights and the availability of civil courts not marked by corruption – does not exist in much of the world. As U.S. religious institutes consider integration with foreign communities, even within the same congregation, the risk of exposure to foreign legal systems and governments can be substantial. The aim of this workshop is to define and discuss the civil tools that will allow religious institutes in the United States to understand and mitigate the risks that may attend consolidation with foreign communities.  The first half of the workshop will address major risks that may arise when the legal interests of U.S.  religious community are placed under foreign control.  The second half of the workshop will involve the use of comprehensive fact patterns to prompt discussion among workshop participants. The fact patterns will be distributed to workshop participants with the conference materials and will be used to sponsor lively discussion of each case and to prompt questions from workshop participants.

• Session 5B: Legacy Planning Utilizing Facility Assessments and Masker Planning
  Presented by: Tomas Jaster, Shane Larsen, and Sr. Leticia De Jesus Rodriguez, CCVI
  Many religious communities have challenges balancing building and property needs while continuing to support legacy planning. This session will breakdown what facility assessments and master plans are and how they can prepare communities for the difficult decisions ahead. In addition, two case studies (Sisters of Charity of the Incarnate Word, Augustinians of the Assumption) will be discussed on how they navigated this process.
   
• Session 5C: Catholic Impact Investing through a Private Markets Portfolio
  Presented by: Tim Dolezel, Sr. Suzanne Brennan, CSC, Tom Lanctot, and Jackie Rantanen
  Much of Catholic investing to date has been through exclusionary screens or “avoidance of evil” approaches. Today, however, there is growing interest in investing through inclusionary impact screens or “Intentional Doing of Good” approaches through private markets portfolios. Hear experts in the field discuss how to build a private markets portfolio with measurable impact while keeping a Catholic Ethical Lens.

Break and Exhibit Hall Open
2:15pm-3:00pm Eastern

Session 6: Concurrent Sessions
3:00pm-4:00pm Eastern

• Session 6A: Integration and Orientation for Foreign-Born Religious Workers in R-1
  Presented by: Miguel Naranjo & Leya Speasmaker
  As the recruitment of foreign-born religious workers increases, integration into the American way of life as well as orientation to the U.S. immigration regulations should be the utmost priority for the religious leaders. In this workshop, we will discuss integration (opposed to assimilation) of the foreign-born religious workers and cover the key components of successful immigrant integration initiatives as well as tips to implement them successfully in your community. We will then present materials that can serve as a basic orientation for foreign born religious workers when they arrive in the U.S. with an R-1 visa, such as how to obtain a social security number and driver’s license, identify important immigration documents, and avoid falling out of R-1 status.
   
• Session 6B: Know When to Hold Them, Know When to Fold Them
  Presented by: Sr. Nancy Conway, CSJ, Todd Dvorak, and Julie Heiberger
  Many congregations face the daunting task of deciding what to do with their older buildings. While useful for decades, many are becoming obsolete and a burden for evolving congregations with decreasing memberships. We’ll explore the options available, including repurposing for continued use, assessing the market for sale, restoring for a different purpose or ministry, deconstructing responsibly, or preserving for historical purposes. Our presenters will share insights on how others have handled this situation.
   
• 6C: Faith & Finance: How to be a More Effective Active Owner Across Asset Classets
  Presented by: John Geissinger, Hoa Quach, and Julie Tanner
  Our faith compels us to be active owners. How can Catholic organizations leverage their assets to influence and shape the policies and practices of the companies, projects and governments in which they invest? Whether your investments are in large cap, small cap, or international equity, fixed income, or other strategies, there are ways to get involved, bear witness and serve the common good. Panelists will:
  • Identify the unique challenges and opportunities of various investment strategies to effect positive change 
  • Share examples and case studies of the ways leading asset managers, faith investors, and coalitions are engaging to tackle some of the greatest challenges facing the Church and the global community
  • Provide tools and tips to engage across asset classes

 

Exhibit Hall Open
4:00pm-5:00pm Eastern