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Leadership Roundtable

Service. Excellence. Church Management

aka National Leadership Roundtable on Church Management   |   Washington, DC   |  leadershiproundtable.org

Mission

In partnership with lay, ordained, and religious leaders and organizations across all sectors of the Catholic community in the United States and Rome, Leadership Roundtable seeks to elevate and implement best practices in management and leadership to establish a culture of co-responsible, servant leadership for a healthy, thriving Church in the U.S.

Ruling year info

2006

Managing Partner

Mr. Patrick Markey

Main address

415 Michigan Ave NE Suite 275

Washington, DC 20017 USA

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EIN

54-2174467

NTEE code info

Professional Societies, Associations (X03)

Management & Technical Assistance (X02)

Nonprofit Management (S50)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

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Communication

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

Many Roman Catholic Church leaders are taught philosophy and theology, but also need to know pastoral management in order to effectively serve the Catholic population and its mission. Leadership Roundtable offers its services to Church leaders in parishes, dioceses, seminaries, religious orders, and other Catholic institutions. We partner with Church leaders to promote best practices in management to create a healthier, more vibrant faith experience for Catholics today.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Toolbox for Pastoral Management

The Toolbox for Pastoral Management program is a comprehensive introduction to the key elements of pastoral management, intended for pastors and pastoral leaders. This residential program, offered in a weeklong or abbreviated format covers essential management topics critical to the pastoral role. Participants engage in a lecture-style series of presentations that provide practical, ready-to-use “tools” for the busy pastoral leader. Prayer, the sacraments, and fellowship round out this formational initiative.

The Toolbox is a formational and educational process that attends fully to each participant as an individual. It is customized for each new group of participants.

Population(s) Served
Adults
Catholics

The Catholic Standards for Excellence is a comprehensive set of managerial best practices that help leaders advance the Catholic Church’s mission through the prudent and just stewardship of its resources. These guiding principles include detailed performance benchmarks designed to assist Catholic parishes, dioceses, and nonprofits strengthen their operations.

Leadership Roundtable offers two-day consultant training seminars in the Catholic Standards of Excellence for key leaders within dioceses, religious communities, and networks of Catholic organizations. Once trained, consultants become qualified in turn to support others in implementing the Catholic Standards for Excellence in their own diverse cultural communities. The consultant training, a professional development initiative exclusive to Leadership Roundtable, equips senior pastoral leaders with the skills and tools they need to work with parishes, schools, religious communities, and other Catholic organizations that want to assess themselves according to the Catholic Standards for Excellence, implement change, and receive an accreditation.

Population(s) Served
Adults
Catholics

Catholic Leadership 360 is a leadership development program that offers priests and lay leaders fresh insight into their effectiveness as leaders in the Church. The program provides a unique opportunity for growth in leadership using respectful, structured feedback from those with whom clergy and lay leaders interact regularly. Leadership Roundtable partnered with the National Federation of Priests’ Councils and the National Association of Church Personnel Administrators to develop two 360-degree assessment tools, one for clergy and one for lay leaders. The Catholic Leadership 360 Assessments are inspired by In Fulfillment of Their Mission: the Duties and Tasks of a Roman Catholic Priest, and by the National Certification Standards for Lay Ecclesial Minister

Population(s) Served
Adults
Catholics

Developing the next generation of Catholic leaders who are committed to best practice is central to the mission of the Leadership Roundtable. The ESTEEM program (Engaging Students to Enliven the Ecclesial Mission) is one example of that, wherein a partnership between the St. Thomas More Catholic Chapel and Center at Yale University and Leadership Roundtable give the Church a powerful tool for developing the capacity of college students to take leadership roles in their parishes after they graduate.
ESTEEM is a nationwide program to develop the leadership skills of young Catholic students at private, Catholic, and secular colleges and universities across the nation. The goal is to create national cohorts of young Catholics who upon their graduations feel empowered to live out their baptismal obligations to serve and strengthen the Church.

Population(s) Served
Students
Catholics
Young adults

The Latino Pastoral Leaders Initiative is a new service of Leadership Roundtable, generously funded by Lilly Endowment Inc. and other donors. The initiative will increase access to critical leadership development and pastoral management trainings, coaching, peer support, and pastoral mentors for Latino/a Catholic pastoral leaders – ordained and lay – as they transition to a new pastoral leadership role.

Population(s) Served
People of Latin American descent
Adults
Catholics

Where we work

Accreditations


Since 2019

Affiliations & memberships

Standards for Excellence Certification 2020

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

The mission of Leadership Roundtable promote best practices and accountability in the management, finances, communications, and human resource development of the Catholic Church in the U.S., including greater incorporation of the expertise of the laity.

Leadership Roundtable's strategy to fulfill its mission and realize its vision is simple and twofold. We work in partnership with Church leaders to:
 
1. Properly adapt the best temporal leadership and management practices available from the private sectors to the Church environment as well as identifying and spreading best practices in the areas of management, finance, communications, and Human Resources that are already working within Catholic parishes, dioceses, and other institutions.

2. Incorporating proper temporal leadership and management education and training experiences into the formation of Church leaders.

Leadership Roundtable is an organization of clergy, religious, and laity offering their expertise to improve the finances, management, communications, and human resources of the Catholic Church in the United States. By strengthening the Church's temporal affairs, its pastors, religious, lay ministers, and volunteers can more effectively and faithfully focus on its mission: caring for all God's people.
The organization collaborates with a number of other Catholic groups including NACPA, NFPC, Seton Hall University, the USCCB, and Saint Thomas More Catholic Chapel & Center at Yale, as well as secular organizations including the Standards for Excellence Institute and the Center for Creative Leadership.

Thanks to its staff and consultants, we have worked in 76% of dioceses in the United States. In addition to our programs and consulting, the organization hosts an annual gathering for promoting innovative ideas and best practices in pastoral management and also manages two annual special meetings for bishops at the Mid-Atlantic Congress and the Santa Clara Faith Formation Conference.

Leadership Roundtable employs 8 full-time staff members and multiple project managers to advance its mission. Its board is national in scope and it consistently performs engagements and holds events throughout the U.S.

In addition to the fact that we have reached 76% of U.S. dioceses in some manner since our beginning in 2005, we are most proud of the cultural shift we have promoted among Church leaders who now recognize the need for best practices in pastoral management. Moving ahead, we look forward to serving more Church leaders and continuing to implement our Six-Stage Model in Pastoral Management that helps dioceses and other Catholic institutions make lasting change in its pastoral management practices. We also look forward to developing new relationships with Catholics who are interested investing in our mission to help the Catholic Church.

Financials

Leadership Roundtable
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

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  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

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Leadership Roundtable

Board of directors
as of 08/29/2023
SOURCE: Self-reported by organization
Board co-chair

Mr. Joseph Regan


Board co-chair

Ms. Elizabeth McCaul

Geoffrey T Boisi

Roundtable Investment Partners, LLC

Thomas J Healey

Healey Development, LLC

James M. Dubik

US Army

Paul C Reilly

Raymond James

John J Wall

Catholic Church Extension Society

J. Bryan Hehir

John F. Kennedy School of Government, Harvard University; Archdiocese of Boston

Daniel Denihan

Denihan Capital LLC

Kevin Carton

Pwc

Joseph Regan

Alphadyne Asset Management

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? No
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? No

Organizational demographics

SOURCE: Self-reported; last updated 4/23/2021

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Male

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation

No data

Disability

No data