September 30, 2013


UPDATE: Download the agenda and Regional Roundtable logistics sheet here.

The National Leadership Roundtable on Church Management is returning to where we began, Philadelphia, for a Regional Roundtable event. Together, we’ll focus on the sustainability of Catholic schools as well as celebrate our founding chair, Geoff Boisi, and our founding board of directors.


The 2011 Leadership Roundtable Annual Meeting was devoted to crafting solutions for the sustainability and vitality of our Catholic school systems, and in the past two years, we have made significant progress in implementing the 96 recommendations generated by participants. This Regional Roundtable affords us the opportunity to update key stakeholders on that progress, to engage in dialogue about new partnerships and innovations, and to expand our network of best practice advocates. During this Regional Roundtable, we are pleased to welcome members of the Philanthropy Roundtable which is co-hosting a Catholic schools-focused session with us.

Twitter Join the conversation on Twitter! Follow us at @LeadershipRound and use #PhillyRoundtable to take part.

A vibrant future for Catholic schools depends upon engaging an empowered laity, gaining the perspective of outsiders, correctly matching individuals and expertise to unique challenges, identifying who needs to be around the table, and moving away from business-as-usual ideas and toward sustainable, long-term, impact-oriented solutions. We hope you'll be part of this effort.

Following the Regional Roundtable, we will honor our founding chair, Geoff Boisi, as well as our founding board of directors, in the city where the first National Leadership Roundtable on Church Management Annual Meeting was held in 2004. In accordance with the best practices articulated in our Catholic Standards for Excellence, Geoff is stepping down as board chair after two extraordinary four-year terms. We look forward to honoring Geoff’s commitment, vision, and leadership.

The Regional Roundtable will be held at the Union League in Philadelphia on Monday, September 30, 2013, with registration beginning at 1:00PM. The day concludes with cocktails at 6:15PM followed by a banquet celebration. Registration is $250 per person. A generous underwriter is providing limited scholarship opportunities for those who work in the Catholic education sector and who would not be able to attend without financial assistance. For more information about the Regional Roundtable or scholarship opportunities, please email

AGENDA (updates will be posted to this page periodically and emailed to registrants)

1:00PM Registration Opens
1:30PM Welcome from the Executive Director and Opening Prayer
1:40PM Leadership Roundtable Update
  A Vision for Excellence in the Catholic Church Geoff Boisi
4:15PM Not Business As Usual:
How executives are leading Catholic school reform
  Leadership Roundtable & Philanthropy Roundtable Joint Session
5:35PM Concluding Plenary Session
6:15PM Cocktail Reception
7:00PM Banquet

Speakers include:

  • Geoff Boisi, Founding Chair, The Leadership Roundtable, and Chair and CEO, Roundtable Investment Partners
  • James Dubik, Chair, The Leadership Roundtable, and Lt. Gen. (Ret.), US Army
  • Ed Hanway, Chair, Faith in the Future
  • John Kaneb, Chair, HP Hood
  • Fr. Brendan McGuire, Vicar General, Diocese of San Jose
  • Kerry Robinson, Executive Director, The Leadership Roundtable
  • Darla Romfo, Trustee, The Leadership Roundtable, and President and COO, Children's Scholarship Fund

The Regional Roundtable and Banquet will be held at:

The Union League of Philadelphia
140 South Broad Street
Philadelphia, Pennsylvania
(215) 563-6500

We hope you can join us at the Regional Roundtable and be part of this important event.
Please register today!


Join bishops, diocesan staff, pastors, religious, and senior Catholic leaders from the business, finance, education, healthcare, philanthropic and nonprofit sectors for a working session on issues of Catholic schools and Church management.

In striving to realize its divine mission the Church is comprised of people, facilities and finances that deserve to be managed with the highest levels of ethics and excellence. Attending to the temporal affairs of the Church with transparency, accountability and contemporary best practices allows the mission of the Church to flourish unencumbered. We welcome and encourage you to be part of this endeavor to strengthen our Church. Help us help the Church address its contemporary challenges.

Join the effort. Be part of the solution. Serve the Church.

For more information, call (202) 223-8962 or email


TADS is a sponsor of the Regional Roundtable - Philadelphia




Annual Meetings
Lowney A Call to Communion: Co-Responsibility for the Good of the Church


Managing for Mission: Building Strategic Collaborations to Strengthen the Church
From Aspirations to Action: Solutions for America's Catholic Schools
John Allen A Blueprint for Responsibility:
Responding to Crises with Collaborative Solutions
Clarity, Candor and Conviction: Effective Communications for a Global Church
Managerial Excellence: Engaging the Faith Community in Leadership in the Church Today
Give Us Your Best: A Look at Church Service for a New Generation
Bringing Our Gifts to the Table: Creating Conditions for Financial Health in the Church
A Call to Excellence in the Church
Challenges and Opportunities in Governance and Accountability for Institutions in Transition