The Catholic Foundation of Southern Minnesota’s
1st Annual Meeting

Ocober 2-4, 2018

We are pleased to announce that the Catholic Foundation of Southern Minnesota will be hosting the First Annual Meeting aimed at sharing with individuals and organizations the benefits of investing with the CFSM.

Topics such as investment strategies and offerings, benefits of investing long-term, importance of socially responsible investing and the layers of accountability that investing with CFSM provides.

Who is this event for?

We have designed this event for people who want to better understand the world of Catholic investing.

More specifically, this event is for you if you are a…

  • Pastor
  • Parish Finance Council or Pastoral Council Member
  • Cemetery Trustee/Cemetery Board Member
  • Parish Administrator
  • Catholic School Administrator/Finance Director

What will I learn?

You’ll gain perspective on the 2019 economic outlook. You will also learn how CFSM invests more than $24 million dollars on behalf of its many investors to meet the needs of our local Catholic community.

Who should I bring?

Please invite your friends, colleagues, fellow board or committee members, your parish trustee, or your pastor. Anyone with an interest in the financial health and growth of Catholic communities across Southern Minnesota will find this event informational.


This is a FREE event
but an RSVP is required by contacting
Susan Fiser:

(507) 494-8844
PO Box 30098
Winona, MN 55987

If you have questions, contact
Monica Herman

(507) 858-1276

Registration Form

October 2, 2018


St. Adrian Church
512 Maine Ave. - Adrian, MN 56110

October 3, 2018


St. Thomas More Newman Center
1502 Warren St. - Mankato, MN 56001

October 4, 2018


St. John the Evangelist Church
11 4th Ave SW Rochester, MN 55902


Monica Herman

Executive Director of the CFSM

Mrs. Herman is the Executive Director for the Catholic Foundation of Southern Minnesota and has 18 years of non-profit, fundraising and grant writing experience. Mrs. Herman joined the CFSM in 2015 and prior to joining CFSM held fundraising duties for Catholic Hospitals, Catholic High Schools and well as the Diocese of Winona-Rochester. Mrs. Herman graduated from Viterbo University a B.S. in Business Administration and also an M.A. in Philanthropy and Development from Saint Mary’s University of Minnesota. Herman is a member of the Association of Fundraising Professionals and is currently working on her Certified Fundraising Executive (CFRE) Certification.

Most Reverend Robert Morneau, Auxiliary Bishop Emeritus, Green Bay, WI This two-day conference will provide an opportunity to gather with many parish and diocesan staff from the ten Catholic dioceses in Minnesota, North Dakota and South Dakota.

Participants will learn best practices in Catholic stewardship and development, gain new ideas and valuable training to further the work of stewardship in our communities.

Bradford Stephan

VP-Consulting for Concord Advisory Group, CFA

Mr. Stephan is a Senior Consultant at The Concord Advisory Group, Ltd. and has 18 years’ experience in advising non-profit organizations on their investment programs. As a voting member of Concord’s Investment Strategy Group, Mr. Stephan is responsible for the development of Concord’s solutions for socially responsible investing and other non-profit clients, as well as contributing to the firm’s investment research and due diligence efforts. Mr. Stephan joined Concord in 2011. Prior to Concord, he held positions with Perella Weinberg Partners, PFM Advisors, and SEI Investments. He graduated from the University of Delaware with a B.S. in Business Administration and also earned an MBA in Finance from Villanova University. Mr. Stephan holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute.

Registration Form