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2021 Annual Meeting

The Catholic Foundation of Southern Minnesota’s
VIRTUAL ANNUAL MEETING

October 25, 2021 - 10:00 AM

We are pleased to announce that the Catholic Foundation of Southern Minnesota will be hosting a Virtual 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. 

We invite you to our virtual event:

We have designed this event for people who want to better understand Catholic investing. More specifically, this event is for you if you are a…

  • Anyone responsible for stewarding the gifts of others
  • Pastor
  • Parish Administrators
  • Parish Finance Council and
    Pastoral Council Members
  • Catholic School Administrators/
    Finance Directors
  • Cemetery Trustees/Cemetery
    Board Members

What is the focus of this virtual event?

You’ll gain perspective on the 2021 economic outlook. You will also learn how CFSM invests more than $24 million dollars on behalf of  its investors, to meet the needs of our local Catholic community.

Anyone with an interest in the financial health and growth of Catholic communities across Southern Minnesota will find this  event informational.

RSVP

This is a FREE event
but an RSVP is required by contacting
Monica Herman:

(507) 858-1276
mherman@catholicfsmn.org
PO Box 30098
Winona, MN 55987



Registration Form

You will be sent a link to the virtual event once we have received your RSVP.

Presenters

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.

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. 

 

October 25, 2021

10:00 am

Virtual Live Stream Zoom Meeting - we will send you a link once we receive your RSVP.