Annual Meeting Schedule

DFMC 2020 Virtual Meeting Schedule


Monday, September 14

Morning Prayer
09-14-2020 | 9:00 am - 9:30 am MT

Pre-Conference Internal Audit Forum English and Spanish
09-14-2020 | 9:30 am - 11:00 am MT

English Facilitators: Don Borisch and Kathy Hogan
Spanish Facilitator: Jorge Montenegro

Bring your ideas, questions, and comments to this forum for networking and sharing with other internal auditors and fiscal managers from around the country in an informal setting.


Opening Session I: Keynote: Reason for Hope!
Chris Stefanick

All seemed lost when the apostles were locked in the upper room. It wasn’t during easy times that they received the best news ever told, and their commission to share it. It was while they were “quarantined,” ...

09-14-2020 | 11:30 am - 1:30 pm MT




Session II: Migration and the USCCB - History/ Present Challenges
William Canny

The session will delve into the history of the USCCB involvement in forced migration including aspects of initial resettlement programs, the US/Mexican Church's pastoral letter on migration, modern day ...

09-14-2020 | 2:00 pm - 3:00 pm MT


Virtual Exhibit Hall (Meetings throughout the day by appointment)
09-14-2020 | 3:00 pm - 5:00 pm MT


Session III: Gift Acceptance and Disposition
Peter de Keratry

Gift Acceptance and Disposition will explore best practices in the acceptance and disposition of gifts to the Church. The session will explore various types of gifts such as cash, appreciated securities, ...

09-14-2020 | 3:30 pm - 4:30 pm MT




Tuesday, September 15

Virtual Exhibit Hall (Meetings throughout the day by appointment)
09-15-2020 | 7:00 am - 8:30 am MT

Session IV: Diocesan Payroll System Strategies
Dcn. Aruna Silva and Keith Parsons

This session will explore the successes, failures, and lessons learned from diocesan payroll systems including implementation issues and various approaches to structuring - decentralization, centralization, ...

09-15-2020 | 8:30 am - 9:30 am MT

Session V: Catholic School Sustainability
Dr. Erin Barisano and Dr. John Staud

How do we ensure that our Catholic schools will survive in a changing landscape? The Diocese of Orange recently completed a School Sustainability Study as part of the diocesan strategic plan. This session ...

09-15-2020 | 10:00 am - 11:00 am MT


Session VI: Everyone Leads: How to Revitalize the Catholic Church
Chris Lowney

Chris Lowney's presentation will begin by highlighting some of the disconcerting challenges now facing the Church: declining sacramental participation, challenges engaging young people, and a striking ...

09-15-2020 | 11:30 am - 12:30 pm MT


Virtual Exhibit Hall
09-15-2020 | 12:30 pm - 1:30 pm MT

Session VII: The Parish Finance Council: Navigating the Balance Between the Pastor's Role and the Parish Finance Council
Fr. Giovanni Capucci

This presentation wants to offer an overview of the understanding of the role of the pastor and the responsibilities of the Parish Finance Council. It will offer a dialogue that may illustrate a balance ...

09-15-2020 | 1:30 pm - 2:30 pm MT

Sponsored by Innovest Portfolio Solutions

Session VIII: Disaster Recovery - How to Turn Disaster into Opportunity
Tom Gordon and Matt Hochstein

Many dioceses experience disasters that can cause major damage and disruption to the operations of their Churches, Schools, Catholic Charities and Ministries such as hurricanes, wildfires, floods, tornadoes, ...

09-15-2020 | 3:00 pm - 4:00 pm MT

Evening Prayer
09-15-2020 | 4:00 pm - 4:30 pm MT

Wednesday, September 16

 Virtual Exhibit Hall (Meetings throughout the day by appointment)
09-16-2020 | 8:00 am - 10:00 am MT

Session IX: Financial Assistance for Priests and Bishops No Longer in Ministry
Dr. Diane Barr

A consideration of “financial assistance for priests and bishops no longer in ministry” necessarily begins with the Church’s teaching on the demands of justice and the implication of this teaching. This ...

09-16-2020 | 10:00 am - 11:00 am MT

Virtual Exhibit Hall
09-16-2020 | 11:00 am - 12:00 noon MT

Session X: Adapting Your Diocese and Leadership to Accelerating Change and Volatility
Mr. Ben Lytle

The forces of democratization, deinstitutionalization, demographic change, and innovation are reshaping life and organizations as never before in history. Those living in 2050 will look back to find life ...

09-16-2020 | 12:00 noon - 1:00 pm MT

Sponsored by the Catholic Cemetery Conference

Session XI: CAPTRUST Fulfilling Missions during Volatile Economic Conditions
Stephen H. SchottKevin Barry, and Kyle Campbell

Successfully fulfilling the mission of a nonprofit depends on careful control, planning, and financial oversight of spending, investments, and long-term portfolio health. Sit in with CAPTRUST’s assembly ...

09-16-2020 | 1:30 pm - 2:30 pm MT

Sponsored by CAPTRUST 

Session XII: Thinking Outside the Xbox
Robbie Bach

In a world where change is accelerating, Robbie Bach shares valuable insights on how to turn disruptive forces into transformative opportunities. Based on his experiences innovating within Microsoft and ...

09-16-2020 | 3:00 pm - 4:00 pm MT

Sponsored by Bank of America 

Thursday, September 17


Session XIII: CFCS: Catholic Cemeteries, Lessons Learned as an Essential Business in the COVID Crisis
Robert Seelig

Learn about the “crisis management” model deployed by CFCS in over 15 dioceses during the coronavirus crisis. With coronavirus burials and employee anxiety, the Catholic cemeteries became a front-line ...

09-17-2020 | 8:00 am - 9:00 am MT

Sponsored by Catholic Funeral and Cemetery Services 

Session XIV: OSV: Restart & Refresh: Raising Capital to Jumpstart Parish Financial Recovery
Jim WeigertDomingo Betancourt and Ray Coogan

It is likely that offertory giving will take priority coming out of this crisis, and it should. In fact, a parish’s offertory should be stabilized to the greatest extent possible. But, following the COVID-19 ...

09-17-2020 | 9:30 am - 10:30 am MT

Sponsored by Our Sunday Visitor 

Session XV: Racism in the Catholic Church--How to Confront It, How to Overcome It
Dr. Tia Noelle Pratt

This presentation will explore systematic racism in the Catholic Church and ways to address it following Catholic Social Teaching and the direction of the bishops in their recent pastoral statement,  "Open Wide Our Hearts" ...

09-17-2020 | 11:00 am - 12:00 noon MT

Session XVI: Financial Management Policies and the Istituto per le Opere di Religione (IOR)
Luca Saletti and Aurelio Amaduzzi

Mr. Saletti and Mr. Boscia will discuss some of the latest reforms taking place at the Vatican bank, the Istituto per le Opere di Religione (IOR) and its mission in the Church.

09-17-2020  |  12:30 pm - 1:30 pm MT

Session XVII: The Application of HRO Principles in Daily Operations
Dcn. Bernard Nojadera

Policies and procedures alone are not enough to prevent abuse from happening within an organization. While these are necessary steps to take, the overall organizational culture must strive to be one that ...

09-17-2020 | 2:00 pm - 3:00 pm MT

Closing Remarks/Conference wrap-up/Awards/Evening Prayer
09-17-2020 | 3:00 pm - 4:30 pm MT

3240 E. Union Hills Drive, Ste. 171, Phoenix, AZ 85050
(602) 992-2900 |
2021 Diocesan Fiscal Management Conference
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