Archival Past Convocations

Our Convocation 2016 was attended by more than 150 diocesan and service provider partners.  Below, you can find workshop info from this event, as well as from the  2014 and 2012 events.

Twelve Lessons about the Financial Future of Catholic Schools

Opening Plenary Slides (PDF)

Baxter – Financial Leadership in Catholic Schools

Socially Responsible Investing: Monitor Your Risk, Your Performance and Your Mission

The Perils of Employment Liability Claims:  High Stakes - New Strategies – Prevention

Engaging Your Employees

RMIS - Diocesan Implementation Success Stories

Online HR Compliance Training to Manage Risk in Catholic Dioceses

Reduce Risk Through Prevention Strategies for Catholic Charities

Social Media & Technology to increase Communication with Parishioners of Various Generations

Best Practices in Performance, Appraisal, and Evaluation systems for Diocesan and Parish Staff

Parish Collaboration on Best Practices and Sharing of Personnel, Programs, and Resources

Strategic Planning for Schools, Education, Growth, and the Next 20 Years

Controlling Health Care Costs through Wellness Initiatives, Medicare Transition, and Changing Behavior

Effectively Engaging and Training Staff on Risk Management and Loss Prevention Issues

Managing Your Defined Benefit Plan - To Freeze (and then what?) or Not to Freeze

Workers' Compensation Claims - Trends & Strategies for 2016 and Beyond

Can Your Diocese Afford to Fail a HIPAA Audit?

Catholic Schools – Financial Future Perspectives

Emerging Issues, Market Developments & Insights, P&C Underwriting Diocesan Accounts

Centralization and Standardization – How it is helping existing Dioceses today to streamline the business

The Devastation of Flooding   - How to Identify Properties in Flood Plains and What to Do Before and after A Flood

Enterprise Solutions - Data, Technology & Behavioral Change

Your 403(b) Plan:  Is it Optimized?

The Perils of Employment Liability Claims:  High Stakes - New Strategies – Prevention

Saving Time & Money with P&C Premium Allocation Billing + Benefits Administration

Reduce Risk Through Prevention Strategies for Catholic Charities

Centralization and Standardization – How it is helping existing Dioceses today to streamline the business

The Cemetery Puzzle:  A $ 5 Billion Catholic Market

Diocesan Risk Managers FORUM

Wellbeing, Engagement & Financial Health

Emerging Issues, Market Developments & Insights, P&C Underwriting Diocesan Accounts

Socially Responsible Investing: Monitor Your Risk, Your Performance and Your Mission

Insights - Trends and Challenges in P&C Underwriting of Diocesan Programs

A Faith-Based Journey from Wellness to Total Wellbeing

Document Recovery Awareness – Now What Do We Do?

An Update on Diocesan Loss Trends in the Context of Industry Trends

The Business of Catholic Education: 2014

Improving Financial Performance through Enhanced Operational Efficiency and Resource Allocation

Keeping Children Safe in a Changing Environment

The Benefits of Accessing Payroll Data in a Decentralized Payroll Environment

Winning Financial Wellness Strategies: How your defined contribution plan can reduce your costs, mitigate the risk of an aging workforce, decrease healthcare expenses and allow you to regain control of your workforce plan

The Florida Dioceses - Collaboration is the Heart & Soul

How Are Recent Medicare Laws Getting in the Way of Your Mission and Impacting Your Ability to Help People Injured on Church Property?

Spotlight on Religious Employers under PPACA

Cost Recovery & Capital Preservation

Emerging Human Resource Issues

Risk Management and the Catholic Church: Are We Exposed?

Cemeteries: Lush Vineyard or Dry Desert

Parish and School Accounting in the Cloud – Success Stories from the Dioceses

How Are Recent Medicare Laws Getting in the Way of Your Mission and Impacting Your Ability to Help People Injured on Church Property

Maximizing your Social Good: The Evolution and Impact of Socially Responsible Investing

RMIS as the "Backbone" of the Vineyards

Chanceries: Why Some Work Better than Others

Defined Benefit Pensions – Strategic Value or Burden?

Opening Church Property to Outside Groups – Legal & Insurance Insights

Creating Order Out of Chaos – The Case for a Private Exchange

Stop "Wining" - Property Data and CAT Modeling: See the Light, Get it Right!

Merits of Cost Allocation Methodologies

Proactive Steps to Plan for a Catastrophic Event - Pre and Post

Focus Group: Exploring the Challenges of Catholic Charities' Operation

Whiteboarding the Insurance Industry With Wally

Managing & Mitigating the Risks Around Your Retirement Plan


Proven Risk Management Ideas for Impact


Wellness and Spirituality as Components of a Benefits Program for the Church


A P&C Underwriters' Insight


Focus Group: Caring for our Retired Clergy - What's Age Got to Do With It?

Making Schools Safer with the Help of Effective Resources

Claims' Trends on the Property/Casualty/Work Comp Side for Dioceses

Creative Ways to Protect Your SIR Program for the Diocese

Optimizing Recovery From a Catastrophic Loss, Part 1

Optimizing Recovery From a Catastrophic Loss, Part 2

Bending the Healthcare Cost Trend

Focus Group: Uncovering Ways to Better Manage the Business of the Catholic Church in the 21st Century

Active shooter: Planning for the Unthinkable

Health Underwriting and Pricing for the Diocesan Sector...How Has it Changed?

A P&C Underwriters' Insight

Post Retirement Liability and FAS 158 - What Does This Mean for the Diocese?

Essential and Effective Models of collaboration for Successful Catholic Schools

Focus Group: Diocesan Risk Managers Networking Forum

Critical Thinking on Sustainable Compensation and Benefit Programs for Dioceses

Should a Diocese Form a Captive?

Protecting Assets...Enhancing Financial Capacity

FMLA Liability & RM Solutions

Lessons Learned From Pooling for the Church

Focus Group: Benefits Forum

How Are Leadership Organizations Serving the Church?

Sexual Misconduct in Churches: A Crisis Moves From Acute to Chronic to...?

Making Schools Safer With the Help of Effective Resources

Cyber Risk and the Church

The Latest on Healthcare Reform and Its Impact on Church Plans