National Advancement Summer Institute for Catholic Schools

Every June, in a whirlwind of high energy, discovery, and intense learning, the thought leaders and experts who make up the Partners in Mission team, teach conference attendees cutting-edge and tried-and-true techniques in both Enrollment Management and Advancement. These theories and best practices drive strategic revenue growth and advance the mission of Catholic education.

The National Advancement Summer Institute for Catholic Schools^TM

Sunday, June 25 to Thursday, June 29, 2023
Boston Quincy Marriott Hotel

Two Great Conferences: Select One, Attend Classes from Both
America’s Premier Advancement Experience for Catholic Schools

The National Enrollment Management Conference for Catholic Schools^TM
Acquire the techniques, tools and strategies to make an immediate impact in your school’s admissions effort. Offering proven strategies exclusively for Catholic schools, this conference is tailored for enrollment professionals to ensure sustainability, affordability and accessibility.

The National Advancement Conference for Catholic Schools^TM
Experience a strategic, results-oriented, high energy conference designed for both novice and seasoned, Catholic school advancement professionals and leaders who want to take their programs and team performance to the next level.

Register for 2023 Now!

About the Conference

The Partners in Mission Summer Institute is comprised of two conferences: The National Advancement Conference for Catholic Schools and The National Enrollment Management Conference for Catholic Schools. Register for one and take sessions in both conferences– two for one! All sessions are designed specifically for Catholic schools and led by Partners with deep knowledge of the unique markets you serve and the opportunities and challenges you face. The Institute is also a CFRE-approved provider.

For more than 12 years, our conference participants have told us about the transformational impact this conference has had on their programs and professional development.

We encourage your whole team to attend. Conference participants include diocesan leadership teams; presidents; principals; and directors of admissions, enrollment, advancement, alumni relations, communications, marketing, and athletics. There is truly something for everyone at our Summer Institute. Breakfast and lunch are included – as well as exciting evening events.

The enclosed brochure includes our schedule and program. We encourage early enrollment as we traditionally sell out by May. Please be assured, we are taking every safety precaution and will follow all CDC guidelines. Early bird registration ends March 1

The National Enrollment Management Conference for Catholic Schools

Schedule

SUNDAY, JUNE 25

MONDAY, JUNE 26

MONDAY, JUNE 26

Daily Liturgy

Morning Theme
Enrollment Management 101: “Success is in the Science”

Branding = Identity

Being a Difference Maker: How to Revive Your Brand with a New Life

General Marketing = Attention

Developing Marketing Strategies to Meet Goals
Communications: Personal, Print, Media, Web
Budgeting / Justifying Expenditures
Telling Your Story

— Lunch —

Afternoon Theme
Target Marketing = Attraction

Crafting Your Message for Your Intended Audience
It’s Just Me, Myself, and I: The Effective One-Person Admissions Office

Boston Harbor Cruise

TUESDAY, JUNE 27

TUESDAY, JUNE 27

Daily Liturgy

— Breakfast —

Morning Theme
Micro Marketing = Relationship

Establishing a Connection: Securing Your Place in the Prospect’s Mind
Creating Affordable and Timely Pieces

— Lunch —

Afternoon Theme
Recruitment = Action

Event-Driven Recruitment
The Role of the President/Principal in Recruitment
Cultivating Prospects: Turn “Shoppers” into “Buyers”
Be Our Guest: Guest-Centered Recruitment
Five Steps to Increasing your Enrollment
Building the Relationship via Information Nights, Open Houses, School Tours, and Student Shadow Programs
Know the Competition: Strategies to Differentiate
Making an Impact with Social Media
Student Recruiting during a Pandemic

Boston Red Sox vs. the Detroit Tigers game at Fenway Park

WEDNESDAY, JUNE 28

WEDNESDAY, JUNE 28

Daily Liturgy

— Breakfast —

Morning Theme
Application = Interest

The Role of Enrollment Management in Advancement
The Application: Asking ALL the Right Questions
Enrollment by the Numbers: Setting Goals-Tracking Results
Data Drives Strategy: Collection and Implementation
Attract, Recruit, and Cultivate with Technology Tools

— Lunch —

Afternoon Theme
Acceptance = Invitation

Be Our Guest: A Welcoming First Impression
Financial Aid: Maximizing the Return on Investment
The Role of the President/Principal in Enrollment Management

Enrollment = Decision

FIT (Freshmen in Transition): Retention Begins at Enrollment
Opportunities to Engage Parents at Point of Enrollment
Linking Your Admissions and Business Office for Success

Trolley Tour of Boston and an Irish Party at The Black Rose

THURSDAY, JUNE 29

THURSDAY, JUNE 29

Daily Liturgy

Morning Theme
Retention = Fulfillment

Retention Agents: Faculty and Staff
Maintaining a Connection: Capturing Those Who Did Not Enroll
Lessons Learned from an Experienced Admissions Officer
Ten Things Catholic Schools are doing right to Leverage Affordability and Tuition Assistance
Retaining
It Takes a Village: Strategic Student Retention

Winning Strategies to Take Home

Closing Prayer and Commissioning Ceremony

Conference Evaluations

Conference concludes at 12:00 p.m.

Topics Include:

Assessing Your Inquiry/Response System
Communications – Personal, Print, Media, Web
Engaging Faculty in Recruiting and Retention
Engaging Your Parents in Admissions
Expanding Your Applicant Pool
Facebook, Twitter and More: Social Media Strategies
Customer Service and Marketing Plans That Work
Open Houses
Positioning/Competing with Other Catholic Schools
President/Principal Role in Enrollment Management
Recruitment and Retention Plans
Recruitment of Non-Catholics
Retention Strategies
Social Media in Admissions
Student Shadow Programs
Using Technology in Admissions
Welcoming/Engaging Newly Accepted Families
Your School from the Customer’s Perspective

Who Should Attend:

Superintendents and Diocesan Leadership Teams
Presidents, Principals, Assistant Principals
Pastors and Heads of School
Administrative Teams
Directors of Admissions, Enrollment Management, Recruitment, Advancement, Communications, Marketing, Athletics
Religious Community Leaders
Board Members
Business Managers

Why Attend:

Catholic, Mission-Centered
Experience and Success Dedicated Exclusively to Catholic Education
Strategic Solutions for Catholic Schools
Varied and Targeted Topics
Instant Network of Friends and Colleagues
It’s About the Experience
Ask Any of Our Alumni
Comprehensive Conference Resource (available for an extra charge)
Enrollment Plan to Take Home

The National Advancement Conference for Catholic Schools

Schedule

SUNDAY, JUNE 25

MONDAY, JUNE 26

MONDAY, JUNE 26

Daily Liturgy

Morning Theme
Advancement Operations

Changing the Landscape of Philanthropy
The Right Team: How Many Do I Need and Who Does What?
New Advancement Directors: Five Secrets of Successful Newbies
The President and Director of Advancement Relationship: Setting Expectations

— Lunch —

Afternoon Theme
Annual Fund

Developing a Leadership Giving Program
Segmentation Techniques and Strategies
Making Leadership Gift Personal Solicitations
Using Challenge Gifts and Matching Gifts
Team Crowdfunding: Bringing Advancement and Extra-Curricular Programs Together
One Day Giving Campaigns

Boston Harbor Cruise

TUESDAY, JUNE 27

TUESDAY, JUNE 27

Daily Liturgy

— Breakfast —

Morning Theme
Capital Campaigns & Major Gifts

Role Playing the Face to Face Ask
What It Takes to Get a Mega Gift
What Should be in Place Before You Start a Campaign?
Is Your Campaign Feasible?
Cultivating Your Top Prospects
Family Philanthropy

— Lunch —

Afternoon Theme
Planned Giving and Special Events during a Pandemic

Build a Legacy Philanthropy Program
Using Planned Gifts to Build Endowment
Stories from the Road – (Planned Giving) Vehicles to Get You There
Best Tips for Auctions, Legacy Galas and Golf Tournaments
Adding New Elements to Your Event Strategy

Boston Red Sox vs. the Detroit Tigers game at Fenway Park

WEDNESDAY, JUNE 28

WEDNESDAY, JUNE 28

Daily Liturgy

— Breakfast —

Morning Theme
Constituent Relations

Social Media Strategic Plan for Engaging Alumni
Parent and Grandparent Programs
Class Agent Programs, Out… Affinity Groups, In
Social Networking
Alumni Programs

— Lunch —

Afternoon Theme
Communications

Brand Management for Your School
Persuasive Development Writing
Elements of a “Powerful” Magazine/Newsletters
Rock Your School’s Website
Effective Writing for Advancement Professionals
Don’t Be Scared of E-Communications

Trolley Tour of Boston and an Irish Party at The Black Rose

THURSDAY, JUNE 29

THURSDAY, JUNE 29

Daily Liturgy

Morning Theme
Stewardship and Volunteer Management

100 Ways to Thank Your Donors
Engaging Your Board in the Fundraising Process
Identifying, Recruiting and Managing the “Right” Volunteers
Like It or Not, It’s Your Job: The Head and Fundraising

Winning Strategies to Take Home

Closing Prayer and Commissioning Ceremony

Conference Evaluations

Conference concludes at 12:00 p.m.

Topics Include:

Advancement for Presidents and Principals
Alumni are Forever: How to Keep Them in the Family
Annual Fund: Build from the Ground Up
Building a Culture of Philanthropy
Building Effective Boards for Advancement
Communications Programs
Creating the Written Strategic Plan for Advancement
Donor Stewardship
Enhancing Your Annual Report
Establishing a Major Gift Program
Social Media Strategies
Ministry of Advancement
Planned Giving and Bequests Programs
Planning for a Successful Capital Campaign
Prospect Identification, Cultivation and Solicitation
Prospect Research
Role Playing the Ask
Special Events During and Post-Pandemic
Strategic Planning
Volunteer Management/Governance

Who Should Attend:

Advancement Directors/Alumni Directors
Presidents and Principals
Board Members
Communications Directors
Diocesan Education Leaders
Key Administrators & Volunteers
Bring your advancement team
Best results occur when two or more attend from the same school

Why Attend:

100% Faith and Mission-Centered Focus on Catholic Schools
All New Sessions Designed for Today’s Tough Challenges
Personal, Private Time with our Partners to Address Your Issues
Huge, Comprehensive Take Home Resource Manual (available for an extra charge)
A “Best of Boston” Experience

Keynote Speaker

The Conference Brochure

Registration Costs, Deadlines, and Refund Policy

Registration Fees:

Early Bird Discount: $1,249 (expires March 1, 2023)
Pre-Registration: $1,299 (expires May 1, 2023)
Regular Registration: $1,349 (expires June 1, 2023)
Late Registration: $1,399 (after June 1, 2023)
Each Additional Registration: $1,249

Breakfast and lunch are included in your Registration.

Conference Registration & Fees

The fee includes post-seminar telephone consultation, refreshments, breakfast, lunch, dinner on Sunday and Monday evening and most evening events including event transportation. Accommodations are on your own. A $400 deposit is required for each individual who registers. Balance will be due 45 days prior to the conference. Register early, as previous conferences have sold out.

Refund Policy

Full refund (less a $100 administrative fee) if you cancel in writing 30 days prior to the conference. No refund will be made if your cancellation is received within 30 days of the conference. Partners in Mission reserves the right to change, modify or cancel any program or activity.

This was my first Partners in Missions conference and I was blown away! The information covered was so helpful and the hospitality was incredible. These guys know how to work hard and play hard. I definitely recommend this conference to any Admissions or Advancement office!

Emma Wilson, Associate Director of Admission, St Thomas Aquinas High School, Dover NH

This was my first experience with Partners in Mission and I was 100% impressed, both with the conference and the Partners in Mission team. All the seminars I attended gave me information that I could use to better my school, increase enrollment and engage our faculty. I cannot wait to begin implementing what I learned at the Partners in Mission Conference. I would definitely attend another one in the future.

Jennifer Hart, Director of Marketing and Admissions, Delone Catholic HS, PA

I can honestly say this conference changed my life and has given me and my team a “real conversation” opportunity for the first time in two years. We have a more targeted plan and we cannot thank you enough!

Paul Gessner, Head of School, St. Joan Antida High School, WI

Your team is truly phenomenal! Best conference I've ever attended! Support staff was wonderful and there wasn't a single detail that was overlooked. Great job!

Susan Hehir, Director of Alumnae and Parent Relations, Ursuline Academy, MA

Partners in Mission provides excellent opportunities for new advancement professionals to build successful advancement operations for our Catholic schools. They provide an invaluable resource in today's competitive marketplace to improve your advancement performance.

Robert Van der Waag, Director for Mission Advancement, Bishop McNamara High School, MD

National Advancement Summer Institute for Catholic Schools

The National Advancement Summer Institute for Catholic Schools^TM

Register for 2023 Now!

About the Conference

The National Enrollment Management Conference for Catholic Schools

Schedule

SUNDAY, JUNE 25

MONDAY, JUNE 26

TUESDAY, JUNE 27

WEDNESDAY, JUNE 28

THURSDAY, JUNE 29

The National Advancement Conference for Catholic Schools

Schedule

SUNDAY, JUNE 25

MONDAY, JUNE 26

TUESDAY, JUNE 27

WEDNESDAY, JUNE 28

THURSDAY, JUNE 29

Keynote Speaker

The Conference Brochure

Registration Costs, Deadlines, and Refund Policy

Car Service Information

The Boston Marriott Quincy Hotel

How do our alumni describe the value of their conference experience?

Thank you to our Strategic Partners

Questions? Contact Us!

National Advancement Summer Institute for Catholic Schools

The National Advancement Summer Institute for Catholic SchoolsTM

The National Advancement Summer Institute for Catholic Schools^TM