DFMC 2023 Program

DENVER, COLORADO

SEPTEMBER 24 TH –27 TH , 2023

HOSTED BY:

Mindful of our special ministry in the Roman Catholic Church as the extension of the diocesan bishop in fiscal matters, the members of the Diocesan Fiscal Management Conference (DFMC) are united to serve the Church in the ministry of fiscal management.

In particular, this organization:

• Promotes the spiritual growth of its members.

• Encourages the development of professional relationships among members.

• Facilitates the free exchange of ideas and information.

• Provides fiscal and administrative expertise and professional services to the local and national Church.

BOARD OF DIRECTORS

Archdiocese of Kansas City in Kansas

Jorge

Shirley Pajanor Diocese of San Diego

Dn.

Jo Willhite ARCHDIOCESE OF PORTLAND IN OREGON

Sheila R. Murray DIOCESE OF GREENSBURG

VICE-PRESIDENT PRESIDENT

Most Reverend Samuel J. Aquila ARCHBISHOP OF DENVER

Most Reverend Barry C. Knestout BISHOP OF RICHMOND

Most Rev. Barry C. Knestout Episcopal Moderator Diocese of Richmond

John Matthew Knowles Executive Director

Mac Bryant Diocese of Manchester

Tammy DiLorenzo Diocese of Biloxi

Michael McGee Diocese of Richmond

Carla Mills

Montenegro Diocese of San Bernardino

Eric Simontis Diocese of San Jose

Timothy Thomas Diocese of Marquette

MODERATOR

Keith Parsons ARCHDIOCESE OF DENVER

SECRETARY/ SITE CHAIRMAN

Debbie Swisher DIOCESE OF LEXINGTON

DENVER, COLORADO Welcome to

The Archdiocese of Denver and our Archbishop, The Most Reverend Samuel J. Aquila, and I are pleased to welcome you to the Mile High City, Denver, the host city for the 2023 Annual Meeting of the Diocesan Fiscal Management Conference. It is a great honor to serve you all as this year’s Site Chairman, and to contribute in a very special way to this significant event.

The Archdiocese of Denver’s history is connected to the story of the early American settlement of the western United States: The Gold Rush, Transcontinental Railroads, and Denver’s status as the regional center of the Intermountain West of our Nation from the 1850s through today. The first Catholics that came to Northeast Colorado were Spanish explorers in the 1540s, but it was not until 1860 that a permanent presence coalesced in Denver. That year, Fr. Joseph Projectus Machebeuf founded Denver’s first Catholic parish, celebrated the first Mass there on Christmas Eve, and he would go on to found Denver’s first Catholic school, college, hospital, convent, and numerous other institutions. Bishop Machebeuf died in 1889, two years after Pope Leo XIII named him Denver’s first bishop, and three decades into his successful project building up the Church in Colorado. In 1993 – thirty years ago this Summer – Pope Saint John Paul II visited Denver and celebrated World Youth Day here. That momentous occasion lit a fire in the Archdiocese that has grown brighter each year and energized the entire American Church in a transformative way.

Our Archdiocese serves just over 600,000 Catholics through 148 parishes, stations, and missions. There are 180 Catholic religious communities in the Archdiocese of Denver. We serve the northern third of Colorado’s land area: 25 counties and communities as urban as Denver and as rural as Dinosaur, population 243. Over 320 priests and nearly 200 deacons serve the Faithful in the Archdiocese, and 35 Catholic schools form our children morally and intellectually. There are not one but two Denver seminaries full of men preparing for Holy Orders. The volume of service to the poor by Catholics in the Archdiocese is far too vast to describe here, and it is widely recognized throughout our state. Many Catholic apostolates of international renown make their headquarters in Denver; representatives of some of these will contribute to DFMC 2023. The breathtaking Cathedral Basilica of the Immaculate Conception, the endpoint of our first-ever DFMC Eucharistic Procession on Tuesday afternoon of this Conference, is the perfect place to be close to Jesus Christ and his Mother.

Denver is the capital and most populus city in Colorado. It has been ranked several times by U.S. News & World Report and other publications as the best place to live in the United States. Few locations offer the combination of a big city with all the career and cultural opportunities you would expect, alongside world-class outdoor recreation, four distinct seasons, and a true community feel that makes a large town feel small. A true sports city, every major professional league has a local franchise including the Colorado Avalanche (the National Hockey League’s 2022 champion), the Denver Nuggets (the National Basketball Association’s 2023 champion), and hopefully the future 2024 Superbowl champion Denver Broncos. (To keep us humble and our prayer life active, we have the Colorado Rockies.) In recent decades, Denver’s population has exploded as people from across America and around the world have relocated here seeking all that Northern Colorado has to offer.

The program agenda for DFMC 2023 is extraordinary. The acclaimed Array of Hope band will kick things off on Sunday night with a concert for DFMC members, following welcoming remarks from Archbishop Aquila. Top speakers include USCCB President Archbishop Timothy Broglio, Sister Maris Stella of the Sisters of Life, Rick Popp, Curtis Martin, Dr. Tim Gray, Margaret Kelly, Jane Nemcova, and many others. Each day we will engage with bishops of the Church and meet with other leaders in our profession. The liturgical and spiritual offerings exceed anything DFMC has ever offered before, and you will enjoy plenty of opportunities to meet service providers to dioceses of the Church – who are better represented this year than ever. My hope is that you return home from Denver enriched and fulfilled spiritually, professionally, and socially – motivated to make ever-greater contributions to your team and Christ’s Church.

On behalf of all of us here in Denver, safe travels and Godspeed to all 2023 DFMC attendees! I look forward to greeting you soon and sharing a memorable conference experience together.

Sincerely yours in

Christ,

Keith Parsons Chief Operating Officer Archdiocese of Denver

DFMC 2023 Site Chairman

Keith Parsons ARCHDIOCESE OF DENVER

8:00 am - 9:00 am

Sunday Mass at Hotel Level 4: Capitol Ballroom 4

(See pg 21 of this program for directions to nearby Catholic churches for Sunday Mass).

9:00 am - 7:00 pm Registration Desk Open Level 3: Centennial Ballroom Foyer

12 noon - 2:00 pm

Catholic Extension Luncheon Meeting for Extension Mission Dioceses Level 4: Capitol Ballroom 2-3

2:30 pm - 3:30 pm New Member Orientation Level 3: Mineral Hall D&E

2:30 pm - 3:30 pm

Certified Diocesan Fiscal Manager (“CDFM”) Overview Level 3: Mineral Hall F&G

Mr. Mike McGee

(1.2 CPE, Specialized Knowledge - Technical)

Learning Objectives: By the end of the program the participants will:

1) Have a greater understanding of the DFMC certification program.

2) Be more familiar with the sixteen topics covered by the CDFM examination and understand their relevance in relation to the duties of a diocesan fiscal officer.

3) Be able to identify and discuss on-line resources available to assist Diocesan Finance Officers.

3:30 pm - 5:00 pm

Internal Audit Forum Level 3: Mineral Hall ABC

Presenter: Mr. Don Borisch

Reviewer: Mr. Mac Bryant

(1.8 CPE, Auditing - Technical)

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.

Learning Objectives: By the end of the program the participants will:

1) Have learned the effectiveness of risk management, control, and governance processes in dioceses.

2) Have a greater comprehension of best practices pertaining to internal auditing techniques currently in use at member dioceses.

3) Have learned how to better relate to the internal audit function in dioceses through dialogue with peers on results, challenges, and experiences.

5:00 pm - 6:00 pm SESSION I - GENERAL SESSION

Level 3: Centennial Ballroom A-C

WELCOME TO DENVER OPENING PLENARY SESSION AND ANNUAL BUSINESS MEETING FOR MEMBERS

Welcome: Most Reverend Samuel J. Aquila, Archbishop of Denver

Reviewer: Mr. John Matthew Knowles, J.D.

(1.2 CPE, Behavioral Ethics - Non Technical)

Learning Objectives: By the end of the program the participants will:

1) Know DFMC activities, developments, and future plans.

2) Have considered candidates for Board service.

3) Have experienced DFMC membership development, focusing on roles & responsibilities.

4) Have a better understanding of effectively evangelizing in today's world.

6:00 pm - 7:30 pm OPENING NIGHT MEMBERS RECEPTION

This business meeting & opening reception are for DFMC members only (not including professional partner firms’ representatives).

3: Centennial Ballroom Foyer Opening Night Reception and Concert is made possible in part through a generous gift from: Boyd Watterson Asset Management, Christian Brothers Investment Services, and R360 Cloud Hosting - QuickBooks Remote Desktops

7:30 pm - 9:00 pm Concert featuring Array Of Hope Band

MONDAY, SEPTEMBER 25

MONDAY, SEPTEMBER 25

CONTINUED

7:30 am - 8:30 am Holy Mass Celebrated by The Most Reverend Barry C. Knestout, Bishop of Richmond and DFMC Episcopal Moderator (Praying of the Rosary starts at 7:15 am) Level 4: Capitol Ballroom 4

8:30 am - 9:30 am Breakfast

This breakfast made possible in part through a generous gift from ADP

Level 4: Capitol Ballroom 1-3

9:30 am - 10:30 am

This session is made possible in part through a generous gift from: QTS Payroll

10:30 am - 11:00 am

11:00 am - 12:00 noon

HR & BENEFITS

This session is made possible in part through a generous gift from: Vida HR & Benefits

SESSION II - GENERAL SESSION

Level 3: Centennial Ballroom A-C Service to Country and Service to God

Presenter: Sister Maris Stella, Vicar General of Sisters of Life

Reviewer: Ms. Jo Willhite

(1.2 CPE, Personal Development - Non Technical)

Sr. Maris Stella is a graduate of the United States Naval Academy at Annapolis, Maryland. She served in the U.S. Navy for nearly a decade, as a gunnery officer on a destroyer off the coast of South America on drug interdiction missions, and later representing her nation as a liaison officer at the Navy’s base in Naples, Italy. A Catholic lay leader the whole time, when she completed her honorable military service she accepted an even higher calling: to serve Jesus Christ and his Mother as a Sister of Life, recalling that her “heart was made for something more.” A Sister of Life since 2006, Sr. Maris Stella moved to Denver in 2015 to help open a new convent and to minister especially to young adults in the Archdiocese, including college students. In her DFMC talk, Sr. Maris Stella will inspire all present to reach higher in our own lives of service to The Lord and to others, and to recognize the awesome responsibility each of us has as officers of The Church.

Learning Objectives: By the end of the program the participants will:

1) Hear an inspiring testimonial of Christ-centered servant leadership.

2) Think about duty, discipline, and selfless service as key elements of a leader's foundation.

3) Contemplate the unique charge fulfilled by a Catholic executive.

Beverage Break

This break is made possible in part through a generous gift from Catholic Purchasing Services

SESSION III - GENERAL SESSION

The Church and World Needs Apostolic Leaders

Presenter: Mr. Rick Popp, ACTS XXIX, Leadership Missionary

Reviewer: Mr. Timothy Thomas

(1.2 CPE, Personnel/HR - Non-Technical)

Level 3: Centennial Ballroom Foyer

Level 3: Centennial Ballroom A-C

Rick Popp will explore the Three Essential Principles for leadership transformation in the Church and provide practical and powerful advice and insights based on his over 30 years of leadership and team building experience and passion. The session will include explanation and deeper dive of these principles:

1) Re-Acquire a biblical worldview, including the impact of role narratives

2) It’s not enough to be a staff, including team health and emotional intelligence from a biblical view

3) Prayerfully discern God’s plan, with prayer as the key leadership practice

The session will end with an opportunity for a few questions from the audience. Learning Objectives: By the end of the program the participants will:

1) Know the three essential principles for leadership transformation in the Church.

2) Understand the value of 'knowing the story' and role narratives.

3) Know and appreciate the critical importance of team health & EQ as a leader

4) View meetings as "gameday" and be inspired to fully leverage meetings for mission.

5) Be better leaders for Christ's Church, with prayer as the essential leadership practice. 12:00 noon -

This lunch is made possible in part through a generous gift from Diamond Hill Capital Management, Inc.

-

with Exhibitors

Dessert with Exhibitors is made possible in part through a generous gift from Lincoln Financial Group

1:00 pm - 6:30 pm Exhibit Hall Open Level 3: Centennial Ballroom D-H

SESSION IV - CONCURRENT SESSIONS M-1

2:00 pm - 3:00 pm A. Restructuring for Mission: The Journey to Families of Parishes in the Archdiocese of Detroit Level 3: Mineral Hall B&C

Presenter: Deacon Mike Houghton Director, Missionary Strategic Plans, Archdiocese of Detroit

Reviewer: Mr. Timothy Thomas

(1.2 CPE, Specialized Knowledge - Technical)

In the early days of the pandemic, the Archdiocese of Detroit was at a crossroads. We were called by the Holy Spirit through our 2016 Synod to become a more missionary diocese, but the declining number of priests and the unknowns of the pandemic forced us to reconsider how to best continue on our path toward being more missionary despite the obstacles that we faced. Through prayer and consultation, Archbishop Allen Vigneron decided that our best path forward was to restructure into Families of Parishes. This presentation is the story of how we did it.

Learning Objectives: By the end of the program the participants will:

1) Understand how the Archdiocese of Detroit restructured into families of parishes.

2) Understand the obstacles that we faced along the way.

3) Understand how critical prayer was in our journey.

4) Develop an appreciation for what other dioceses may wish to consider if they chose to restructure.

2:00 pm - 3:00 pm B. The Power of Property: Managing Real Estate to Maximize its Potential Level 3: Mineral Hall D&E

Presenter: Ms. Molly Burhans, Founder and Executive Director, Goodlands

Reviewer: Ms. Debbie Swisher

(1.2 CPE, Finance-Technical)

The way we use and manage our property has the power to change the world. Today in our age of globalization new forms of communications and Geographic Information Systems (GIS) technology, along with data collected through satellites and sensors, have transformed maps from static Cartesian planes into dynamic tools for understanding existing conditions, running spatial analyses and models, and creating blueprints for the future. We will explore how mapping technology can transform real asset management, the implementation of tools, potential, and its broader impact in digital transformation of Diocesan operations management. Our portfolios’ power reaches well beyond capital gains. It is a proclamation of the future we are investing in. Property shapes the world around us and creates landscapes of our future with what we do today

Learning Objectives: By the end of the program the participants will:

1) Gain an understanding of geographic information systems basics.

2) Consider implementation of available tools and cost / benefits.

3) Learn about available spatial data that can support decision making. Increase awareness about property's multi-faceted potential.

4) Increase awareness about property's multi-faceted potential.

5) Understand the potential of GIS for CFOs and its utility in inter-departmental collaboration and decision making.

2:00 pm - 3:00 pm

C. Protecting the Flock: Why Cybersecurity is Crucial for Diocesan Financial Health

Presenter: Mr. Jarrett Kolthoff, Founder & CEO, Speartip Cyber Counterintelligence

Reviewer: Mr. Jorge Montenegro

(1.2 CPE, Information Technology-Technical)

Level 3: Mineral Hall F&G

Cyber threat actors are increasingly targeting organizations of all industries, including churches and charities. For this reason, it has become a necessity for executives and board members to increase understanding and engagement in overall cyber hygiene. In this technological age, stewardship has evolved to mean safeguarding digital assets, including sensitive and personal data, regarding all organizational operations. We strive to educate our partners about the necessity of preparation and active engagement to minimize these disruptions. Maintaining a robust cybersecurity posture is vital for ensuring all diocesan services can continue without disruption or significant financial hardship.

Learning Objectives: By the end of the program the participants will:

1) Identify the importance of cybersecurity in protecting your organization from financial and data loss.

2) Recognize current cyber challenges facing churches are charities.

3) Understand how cybersecurity hygiene enhances financial health.

4) Understand the team roles and responsibilities in maintaining cybersecurity for Catholic organizations.

5) Gain awareness of cybersecurity best practices to implement immediately

MONDAY, SEPTEMBER 25

Beverage Break with Exhibitors

This break is made possible in part through a generous gift from Lincoln Financial Group

SESSION V - CONCURRENT SESSIONS M-2

3:30 pm - 4:30 pm

3:30

3:30

- 4:30 pm

A. Restructuring for Mission: The Journey to Families of Parishes in the Archdiocese of Detroit

Deacon Mike Houghton, Director, Missionary Strategic Plans, Archdiocese of Detroit

B. The Power of Property: Managing Real Estate to Maximize its Potential

Ms. Molly Burhans, Founder and Executive Director, Goodlands

C. Protecting the Flock: Why Cybersecurity is Crucial for Diocesan Financial Health

Mr. Jarrett Kolthoff, Founder & CEO, Speartip Cyber Counterintelligence

This reception is made possible in part through a generous gift from CapinCrouse

TUESDAY, SEPTEMBER 26

This session is made possible in part through a generous gift from: Lockton Companies

Coffee Talk with Exhibitors is made possible in part through a generous gift from Eide Bailly LLP

This breakfast is made possible in part through a generous gift from BeneCard PBF

Where Your Heart Is, There Is Your Treasure Also

Presenter: Mr. Curtis Martin, Founder & CEO, Fellowship of Catholic University Students (FOCUS)

Reviewer: Mr. Keith Parsons

(1.2 CPE, Personal Development - Non-Technical)

In this session Curtis will break open the intimate connection between evangelization and healthy finances. He will elaborate on why evangelizing people to live as disciples of Jesus Christ is key to having engaged donors. He will explain how instilling a vision for Apostolic Mission can ensure that finances are seen as a means to an end, and, can overcome an attitude of scarcity. Curtis asserts that the more enthusiasm givers have about the Gospel, the more their heart is grounded in the Lord, the more they can be generous with their treasure.

Learning Objectives: By the end of the program the participants will:

1) Be able to articulate the necessary connection between the church's mission and her operations.

2) Be able to articulate why CFOs should be champions of mission.

3) Be able to assist the bishop in the transformation of the diocese from maintenance to mission.

9:30 am - 10:30 am Beverage Break with Exhibitors

This break is made possible in part through a generous gift from Grant Thornton

TUESDAY, SEPTEMBER 26 CONTINUED

10:30 am - 11:30 am SESSION VII - GENERAL SESSION

This session is made possible in part through a generous gift from:

The National Catholic Risk Retention Group, Inc.

Level 3: Centennial Ballroom A-C

Charge from the President of the United States Conference of Catholic Bishops

Presenter: Archbishop Timothy Broglio, President, United States Conference of Catholic Bishops (USCCB), Archbishop of the Military Services USA

Reviewer: Most Reverend Barry C. Knestout

(1.2 CPE, Personal Development - Non-Technical)

In late 2022 Archbishop Timothy Broglio was elected by his brother bishops to be the new USCCB President. Less than one year into his three-year term, he will visit the Diocesan Fiscal Management Conference in-person in Denver to share his vision for the USCCB and the other bulwark institutions that sustain the Catholic Church in America.

Learning Objectives: By the end of the program the participants will:

1) Have a better understanding of the current priorities of the USCCB.

2) Know the expectations of the bishops on the ongoing role of the DFMC in the service of the Church.

3) Nurture a renewed sense of their call to follow Jesus in their role of assisting in the management of the temporal affairs of the local Church.

11:30 am - 12:30 pm Break

12:30 pm - 2:00 pm Lunch, Time with Exhibitors and Raffle at 1:00 pm

Level

This lunch is made possible in part through a generous gift from CapinCrouse

SESSION VIII - CONCURRENT SESSIONS T-1

2:00 pm - 3:00 pm A. Why Technology is Critical to Evangelization?

Level 3: Mineral Hall B&C

Presenter: Mr. Sean Davis, Senior Director of Technology and Information, Word On Fire Catholic Ministries

Reviewer: Mr. Mac Bryant

(1.2 CPE, Information Technology-Technical)

Word on Fire is a Catholic ministry that harnesses beauty, goodness, and truth to draw people into or back to the Catholic faith, and it uses every media tool - traditional and cutting edge - to do it. Hear the story of how Bishop Robert Barron and his team built a multimedia company as sophisticated and capable as anything in the Catholic or secular space. This session will show diocesan executives how to transform their website, publications, social media, and other tools into powerful instruments for drawing more hearts closer to the Lord. Guidance and advice on specific IT infrastructure and software acquisition decisions will also be provided.

Learning Objectives: By the end of the program the participants will:

1) Learn about how Word on Fire evangelizes using technology and media tools.

2) Imagine how similar methods can be employed by Catholic dioceses in furtherance of their missions.

3) Consider strategies and tactics to unleash the full potential of your dioceses' digital capacity for evangelization.

2:00 pm - 3:00 pm B. Recruit and Retain - Six Rules To Identify, Hire, and Keep Talent In Your Organization

Presenters: Dr. Spencer Stang, CEO, Stang Decision Systems;

This session is made possible in part through a generous gift from: CheckWriters

Level 3: Mineral Hall D&E

Mr. Timothy Thomas, Executive Director of Administration, Finance, and Human Resources, Roman Catholic Diocese of Marquette

Reviewer: Ms. Shirley Pajanor

(1.2 CPE, Personal Development - Non-Technical)

It is more difficult than ever to attract and retain quality employees. The objective of this presentation is to help participants understand the importance of using all tools available in the hiring process to improve the overall hiring process, and to retain quality hires.

Learning Objectives: By the end of the program the participants will:

1) Learn how to identify strong candidates.

2) Learn how to hire the best candidates.

3) Learn ways to retain employees.

2:00 pm - 3:00 pm C. Canon Law Sponsorship in the Diocesan Setting: Evolving Models Level 3: Mineral Hall F&G Presenter: Rev. Msgr. William J. King, J.C.D., Assistant Professor of Canon Law, Catholic University of America

Reviewer: Dn. Eric Simontis

(1.2 CPE, Business Law-Technical)

3: Centennial Ballroom D-H

TUESDAY, SEPTEMBER 26 CONTINUED

The concept of “sponsorship” as it relates to Catholic entities is fairly new in the life of the Church — or is it? This session dives into the history of sponsorship and the reasons why the concept arose in the life of the Church, and then turn to an examination of the various ways it is being applied today. What does it mean for a diocese or a parish to sponsor a Catholic work or ministry? What are the rights and responsibilities of a bishop (and his diocese) for a ministry or entity sponsored by a religious institute (or Order) that operates within a diocese? What liabilities arise from sponsorship in its various forms?

Learning Objectives: By the end of the program the participants will:

1) Understand the concept of sponsorship as it is used within the Catholic Church.

2) Be able to identify several models of sponsorship in use historically and today.

3) Understand the types of ministries and organizations that can be sponsored by a diocese.

4) Recognize the mutual rights, responsibilities, and potential liabilities in sponsorship.

5) Be aware of practical ways of articulating mutual relationships in a sponsored ministry.

3:00 pm - 3:30 pm

Beverage Break Level 3: Mineral Hall Foyer

This break is made possible in part through a generous gift from Federated Hermes

SESSION IX - CONCURRENT SESSIONS T-2

3:30 pm - 4:30 pm

3:30 pm - 4:30 pm

A. Why Technology is Critical to Evangelization?

3:30 pm - 4:30 pm

4:45 pm - 5:30 pm

Level 3: Mineral Hall B&C

Mr. Sean Davis, Senior Director of Technology and Information, Word On Fire Catholic Ministries

B. Recruit and Retain - Six Rules To Identify, Hire, and Keep Talent In Your Organization Level 3: Mineral Hall D&E

Dr. Spencer Stang, CEO, Stang Decision Systems;

Mr. Timothy Thomas, Executive Director of Administration, Finance, and Human Resources, Roman Catholic Diocese of Marquette;

C. Sponsorship in the Diocesan Setting: Evolving Models

Level 3: Mineral Hall F&G

Rev. Msgr. William J. King, J.C.D., Assistant Professor of Canon Law, Catholic University of America

Eucharistic Procession from Hyatt Hotel to Cathedral Basilica of the Immaculate Conception

Gather in the southeast corner of the Hyatt Regency lobby by the FedEx store by 4:45 pm

This procession is made possible in part through a generous gift from Source & Summit

5:30 pm Mass at Cathedral Basilica of the Immaculate Conception, Celebrant Bishop Jorge Rodriguez

Evening Free

WEDNESDAY, SEPTEMBER 27

7:00 am - 7:30 am

7:30 am - 8:30 am

Sacrament of Reconciliation at the Hotel Level 4: Flagstone A & B

Mass at the Hotel - Celebrated by The Most Reverend James R. Golka, Bishop of Colorado Springs (Praying of the Rosary starts at 7:15 am)

Level 4: Capitol Ballroom 4

7:00 am - 4:00 pm Adoration Chapel Open Level 4: Capitol Ballroom 7

7:00 am - 4:00 pm Registration Open Level 3: Centennial Ballroom Foyer

8:30 am - 9:30 am Breakfast Level 3: Centennial Ballroom D-E

This breakfast is made possible in part through a generous gift from Hirtle Callaghan & Co.

8:30 am - 9:30 am

Regional Meeting Breakouts Level 3: Centennial FGH

SESSION X - CONCURRENT SESSIONS W-1

9:30 am - 10:30 am A. Financial and Cyber Risk Level 3: Mineral Hall B&C

Presenters: Mr. Stephen H. Schott, Principal and Senior Director, CAPTRUST; Mr. Brian Waterman, Federal Bureau of Investigation, (FBI) Special Agent Reviewer: Ms. Sheila Murray

(1.2 CPE, Information Technology-Technical)

In this session, CAPTRUST Principal and Senior Director Stephen Schott and FBI Special Agent Brian Waterman will discuss the financial and cyber risks associated with not-for-profit organizations, including insider threats and financial mismanagement. The presentation will cover the FBI's view of cybersecurity risks with examples of phishing, ransomware, and business email compromises that have cost American companies billions of dollars. In addition, attendees will hear details on who bears the financial loss in wire fraud, how to recover a wire transfer, and when to notify the FBI if a financial crime has been committed. This discussion will focus on personal security and best practices to keep you and the people around you safe.

Learning Objectives: By the end of the program the participants will:

1) Recognize the financial risks associated with not-for-profits.

2) Identify insider threats and financial mismanagement.

3) Learn the FBI's view on cybersecurity risks.

4) Understand the Financial Fraud Kill Chain process.

5) Know how to report a financial crime to the FBI.

9:30 am - 10:30 am

B. Values Based Investing 2.0

Presenter: Mr. Richard M. Todd, CEO, Principal & Co-founder, Innovest; Ms. Wendy Dominguez, President, Co-founder, and Principal, Innovest

Reviewer: Ms. Shirley Pajanor

(1.2 CPE, Finance-Technical)

Level 3: Mineral Hall D&E

The revision of the USCCB investment guidelines in 2021 garnered much attention because it was the first time in 18 years the United States bishops resurrected the conversation of what Catholics should consider when investing their dollars. In 2022, Mensuram Bonam, opened up the conversation globally. Even the U.S. Department of Labor has recently ruled that employers can consider other factors in addition to performance and fees in constructing their retirement plan investment menus. The idea of Socially Responsible Investing (SRI) and Environmental, Social and Governance (ESG) investing are not one size fits all, and can’t be easily translated to Catholic investing. What types of investments are truly aligned with Catholic teaching? In this talk we will discuss what Catholic institutions with foundations, endowments, operating reserves and retirement plans should be thinking about when investing their and their employees dollars. It may go well beyond the specific investments they own but also consider the values of the companies in which they do business with.

Learning Objectives: By the end of the program the participants will:

1) Understand the acronyms : ESG, SRI, & MRI.

2) Have deeper knowledge of Catholic fiduciary behavior: endowments, foundations, operating reserves & retirement plans.

3) Discover how USCCB guidelines, Mensuram Bonam, and Department of Labor guidelines are changing how Catholic entities invest their dollars.

4) Be able to consider values alignment between Church entities and their vendors.

9:30 am - 10:30 am

C. Transforming Catholic Giving: The Key to Future Financial Sustainability and Growth Level 3: Mineral Hall F&G

Presenters: Mr. Michael MacKinnon, Senior Vice President Sales, Catholic & Donor Management, ParishSOFT;

Ms. Mary Jo Jungwirth, Director of Financial Standards and Parish Accounting, Archdiocese of St. Paul-Minneapolis

Reviewer: Ms. Debbie Swisher

(1.2 CPE, Finance-Technical)

Slow economic growth, challenging environment, staff attrition and turnover, increased operating costs and budget constraints continue to add pressure and volatility for Catholic dioceses in America. The need to transform your faith and finance ministry is imperative. Join Michael MacKinnon, Senior Vice President, Sales, ParishSOFT along with Mary Jo Jungwirth, Director of Financial Standards and Parish Accounting at The Archdiocese of Saint Paul and Minneapolis as they reveal a roadmap for giving transformation that unlocks the power of data, technology, and innovation to increase generosity that drives financial growth and sustainability today and into the future.

WEDNESDAY, SEPTEMBER 27 CONTINUED

Learning Objectives: By the end of the program the participants will:

1) Leverage aggregate parish online giving data to forecast financial health.

2) Harness the power of predictable giving with digital automation.

3) Understanding Business Processing Outsourcing and shared services.

9:30 am - 10:30 am

D. Safeguarding Your Mission: How Dioceses and Archdioceses Can Overcome the Challenges of Disconnected Software Systems Level 3: Agate A-C

Presenter: Ms. Jennifer Bonenfant, CPE, Product Manager, Sylogist, Ltd.

Reviewer: Ms. Jo Willhite

(1.2 CPE, Information Technology-Technical)

Join Jennifer for a session that addresses:

• The biggest challenges Dioceses and Archdioceses face when maintaining levels of service and ensuring the mission of the Church is safe.

• Discuss issues that arise from disconnected systems including cost to maintain, inaccuracies, incomplete view of constituents multiple systems of record, and extensive staff time to administer.

• Review how dioceses and archdioceses are currently using connected platforms to simplify their financial operations and leveraging cloud-based software to deliver services in person or remotely.

• Present best practices for addressing each of these issues.

Learning Objectives: By the end of the program the participants will:

1) Identify the key challenges faced while maintaining service levels and ensure the safety of their mission.

2) Identify specific challenges caused by outdated and disconnected financial management software.

3) List possible solutions they could implement in their own parishes to addresses the aforementioned challenges.

4) Understand the difference between "on-prem" and cloud-based software and the benefits of cloud based software.

5) List key features to look for and important considerations when implementing new technology.

10:30 am - 11:00 am Beverage Break Level 3: Mineral Hall Foyer

This break is made possible in part through a generous gift from Waldorf Risk Solutions

SESSION XI - CONCURRENT SESSIONS W-2

11:00 am - 12:00 noon

A. Financial and Cyber Risk Level 3: Mineral Hall B&C

Mr. Stephen H. Schott, Principal and Senior Director, CAPTRUST:

Mr. Brian Waterman, Federal Bureau of Investigation, (FBI) Special Agent

11:00 am - 12:00 noon

B. Values Based Investing 2.0 Level 3: Mineral Hall D&E

Mr. Richard M. Todd, CEO, Principal & Co-founder, Innovest

Ms. Wendy Dominguez, President, Co-founder, and Principal, Innovest

11:00 am - 12:00 noon

C. Transforming Catholic Giving: The Key to Future Financial Sustainability and Growth Level 3: Mineral Hall F&G

Mr. Michael MacKinnon, Senior Vice President Sales, Catholic & Donor Management, ParishSOFT;

Ms. Mary Jo Jungwirth, Director of Financial Standards and Parish Accounting, Archdiocese of St. Paul-Minneapolis

11:00 am - 12:00 noon D. Safeguarding Your Mission: How Dioceses and Archdioceses Can Overcome the Challenges of Disconnected Software Systems Level 3: Agate A-C

Ms. Jennifer Bonenfant, CPE, Product Manager, Sylogist, Ltd.

12:00 noon – 1:45 pm

SESSION XII - MEMBERSHIP BUSINESS LUNCH WITH SPECIAL GUEST SPEAKER

Career Reflections – From Factory Worker to International CEO Level 3: Centennial Ballroom D-E

Presenter: Ms. Margaret Kelly, CEO of RE/MAX (Retired)

Reviewer: Mr. John Matthew Knowles, J.D.

(2.2 CPE, Personal Development - Non-Technical)

This session is made possible in part through a generous gift from: Aplos Software

Margaret Kelly started life as the daughter of a machinist in Detroit, her childhood the epitome of the working class. While her family had little in terms of material possessions, they were extremely strong in their Catholic Faith. Margaret's career is an extraordinary story of hard work, perseverance, and accomplishments as a leader. As CEO of RE/MAX, Margaret grew her company into a global brand, took it public, and led with steadfast integrity. In this revealing and candid lunchtime presentation, Margaret Kelly will take the DFMC audience from the valley to the peak of the mountain, through the blessings and challenges of apex-level corporate leadership, and arrive where Margaret started: a woman devoted to Jesus Christ and his Mother; instilled with the ironclad values of Faith, Family, and the ancient Virtues.

WEDNESDAY, SEPTEMBER 27 CONTINUED

Learning Objectives: By the end of the program the participants will:

1) Be reminded of the practical benefits of Catholic upbringing and formation, and how those can propel a person to success.

2) Learn from an accomplished CEO of a global company how she made decisions rooted in morality and Christian traditions.

3) Encounter real high-stakes ethical challenges and how to address them effectively.

4) Hear examples of how a business leader can serve others with great charity and love.

5) Consider approaches that can improve the performance of a business unit.

2:00 pm - 3:00 pm

SESSION XIII - GENERAL SESSION

Level 3: Centennial Ballroom A-C

The Venture of Faith: Calling God's Stewards to Strive for Bold Impact for the Kingdom

Presenter: Dr. Tim Gray, President, Augustine Institute

Reviewer: Mr. Keith Parsons

(1.2 CPE, Specialized Knowledge - Technical)

St John Henry Newman said that any true faith in Christ required of the believer a venture in faith. Venture requires risk, daring, and faith. Taking this notion up with a reflection on Jesus’ parable of the talents, this talk will seek to inspire leaders in the Church towards a bold and innovative venture in their own work.

The venture of faith for those who lead is often described under the metaphor of a steward. This talk will explore the call in the New Testament for God’s stewards to be faithful and fruitful. This twofold call requires a boldness that is both encouraged while anxiety and fear are highlighted as threats to fruitful discipleship in the kingdom of God. Without faith and trust in God, disciples will not step forward in the world with any of the daring that a venture of faith and mission require for those who follow the call of Christ.

Learning Objectives: By the end of the program the participants will:

1) Understand that stewardship is a major motif in the teaching of Jesus and the life and ministry of St. Paul. What stewardship entails and the challenges that will face faithful and bold stewardship will be addressed. Looking at how the steward (oiconomos in Greek) runs the household of God (economia) for the sake of the mission of the Church will be highlighted in both the teaching of Jesus (Lk 14 and Lk 16) and St. Paul (Ephesians). Paul’s employment of a joint business venture, Greek koinonia, as a key concept for building the Church will also be explored (Philippians). A related notion to Paul’s understanding of koinonia in the later Catholic tradition were the confrater nities, which banded laity together to fund elements of the Church’s mission, from hospitals to pilgrimage shrines or catechesis.

2) How these examples of effective stewardship can be models for innovation today will be suggested.

3) Learn the practical steps to move forward as effective stewards will be outlined.

This session is made possible in part through a generous gift from Catholic Benefits Law

3:00 pm - 3:30 pm

Beverage Break Level 3: Centennial Ballroom Foyer

This break is made possible in part through a generous gift from Catholic Benefits Law

3:30 pm - 4:30 pm

SESSION XIV - GENERAL SESSION Level 3: Centennial Ballroom A-C

Language's Last Mile - AI Future

Presenter: Ms. Jane Nemcova, COO (Veuu), Adjunct Professor of AI (Middlebury), Board (e2f)

Reviewer: Mr. Jorge Montenegro

(1.2 CPE, Information Technology-Technical)

A

4:30 pm - 5:30 pm

AI has become a major development impacting our lives as consumers, citizens and society. Following the Enlightenment, the power of Man's thought created a divide as well as unprecedented accomplishments, harnessing the power that quantification of the natural world permits. However, we find ourselves in a world now, that has a series of good and bad intentions, consequences and complex ethics. For this program, we will investigate the power of AI, reviewing its principles, types and current applications particularly as it relates to the proper uses in the financial world.

Learning Objectives: By the end of the program the participants will:

1) Understand the importance of “data" particularly in DL.

2) Understand basics of AI, NLP, DeepLear ning and Generative AI.

3) Decipher Digital currencies versus cryptocurrencies and blockchain.

Closing Reception Denver City Terrace - 5th Floor (weather permitting)

PLATINUM SPONSORS

BOOTH P111

BOOTH P109

GOLD SPONSORS

BOOTH P300

BOOTH P113

BOOTH G103

BOOTH G201

BOOTH G220

BOOTH G117

BOOTH G200

BOOTH G115

BOOTH G221

BOOTH G301

BOOTH G320

BOOTH G101

CONSULTING GROUP

BOOTH G119

BOOTH G105

BOOTH G107

BOOTH G121

NASBA APPROVES DFMC AS CPE SPONSOR

The DFMC is an approved sponsor on the National Registry of CPE Sponsors. The Registry is a program developed by the National Association of State Boards of Accountancy (NASBA) to recognize sponsors for their ability to meet nationally accepted standards for continuing professional education.

To become registered, a sponsor must undergo a comprehensive review of its methods of course presentation, measurement, development and reporting. As a registered sponsor, the DFMC has demonstrated its ability to meet the standards for CPE that have been established for the accounting profession, as well as its commitment to a national system that promotes the delivery of high quality continuing professional education nationwide.

The Conference will be available for up to 20.8 hours of credit as a Group-Live offering. There are no prerequisites and/or advanced preparation required for these courses other than working for a diocesan accounting and finance office or in diocesan leadership. The courses are offered as updates. The objectives for each presentation are listed in the formal program for each individual session. For more information regarding administrative policies, such as complaint and refund, please contact our office at 625 W Deer Valley Road, Ste. 103-410, Phoenix, AZ 85027 (602-992-2900).

The Diocesan Fiscal Management Conference (DFMC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of the continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

FEATURED 2023 SPEAKERS

ARCHBISHOP SAMUEL J. AQUILA Session I - WELCOME & KEYNOTE ADDRESS

The Most Reverend Samuel J. Aquila was named the archbishop for the Archdiocese of Denver on May 29, 2012 by Pope Benedict XVI.

For his episcopal motto Archbishop Aquila has chosen, “Do whatever he tells you” (Jn. 2:5). His ministry as shepherd of the people of northern Colorado is dedicated to helping every person experience the love of the Father, Son and Holy Spirit and be moved by that encounter to a lasting commitment to share the Gospel with enthusiasm, creativity and joy.

Archbishop Aquila was born on September 24, 1950, in Burbank, Calif. He was ordained to the priesthood in Denver on June 5, 1976, and served the Archdiocese of Denver for 25 years before being appointed Coadjutor Bishop of Fargo, N.D. on June 12, 2001. On March 18, 2002, he became bishop of Fargo upon the retirement of Bishop James Sullivan. He was installed as the eighth archbishop on July 18, 2012.

SISTER MARIS STELLA - Session II - GENERAL SESSION

Sr. Maris Stella is a graduate of the United States Naval Academy at Annapolis, Maryland. She served in The U.S. Navy for nearly a decade, as a gunnery officer on a destroyer off the coast of South America on drug interdiction missions, and later representing her nation as a liaison officer at the Navy’s base in Naples, Italy. A Catholic lay leader the whole time, when she completed her honorable military service she accepted an even higher calling: to serve Jesus Christ and his Mother as a Sister of Life, recalling that her “heart was made for something more.” A Sister of Life since 2006, Sr. Maris Stella moved to Denver in 2015 to help open a new convent and to minister especially to young adults in the Archdiocese, including college students. Sr. Maris Stella was elected Vicar General of the Sisters of Life in May 2023. In her DFMC talk, Sr. Maris Stella will inspire all present to reach higher in our own lives of service to The Lord and to others, and to recognize the awesome responsibility each of us has as officers of The Church.

MR. RICK POPP - Session III - GENERAL SESSION

Rick Popp is a recognized authority on leadership and organization development. As a leadership consultant and HR executive and practitioner for over 30 years, he has provided thousands of people with the tools to reach and maintain peak performance. He works with clients in multiple industries, from startups to multinationals, to unleash the full potential of their teams and organizations.

Rick has three decades of experience as a leadership consultant and is the retired chief human resources executive from a Fortune 15 company. He has extensive expertise in leadership development and HR, including organization design, executive recruitment and succession planning, global HR business operations, human capital strategy, customer call center operations, performance coaching, team dynamics, corporate culture. Rick is a speaker and facilitator of strategic planning sessions to create or reinvent business strategies, restructure organizations, cultivate winning teams and cultures, optimize performance, and develop HR policies & programs. Rick is the author of The Game of a Lifetime: 9 Lessons for Young Athletes (and Everybody Else) to Achieve Real Success in Sports, Career, Family, and Life.

Rick is an Independent Leadership Consultant with nearly 30 years in leadership roles with Ford Motor Company, most recently Executive Director of Human Resources, North America, Autonomous Vehicles, Electrification, & Global Markets; prior roles included Director of HR, Global Marketing, Sales & Service and Autonomous Vehicle & Electrification; Director of Employee Benefits; various other HR leadership assignments including HR Director, Ford of Mexico. Rick has multiple board and community leadership roles.

DEACON MIKE HOUGHTON - MONDAY SESSIONS IV & V - A

Deacon Mike Houghton was ordained a Catholic deacon in October of 2012. For the past decade he has served as deacon at St. John Vianney in Shelby Township, Michigan, a parish in the Archdiocese of Detroit, where he leads RCIA and a Men’s Group. He and his wife Anita have three adult children who are their pride and joy. Deacon Mike worked for General Motors for 35 years before assuming the position of Director of Missionary Strategic Plans for the Archdiocese of Detroit. In addition to his diaconal studies at Sacred Heart Major Seminary in Detroit, Deacon Mike has a Bachelor’s Degree in Electrical Engineering from Wayne State University, a Master’s Degree in Industrial Engineering from Purdue University, and an MBA from Oakland University. He has published several articles as well as homilies for Homiletic and Pastoral Review. In July of 2023, Deacon Mike assumed the role of Executive Director of UTG at Work, an apostolate which helps women and men understand their identity as missionary disciples, equips them to discover their unique mission from God, and supports them as they joyfully live out their faith and witness to Christ and the Gospel in the workplace. To learn more about UTG at Work, visit UTGatwork.org.

FEATURED 2023 SPEAKERS

MS. MOLLY BURHANS, M.S., D.H.L. - MONDAY SESSIONS IV & V - B

Burhans is an internationally recognized environmentalist, cartographer, and social entrepreneur. Molly is a vising scholar at Canisius College and adjunct professor at Columbia University’s Graduate School of Architecture, Planning, and Preservation. Molly is an alumna of Canisius College (Philosophy ’14) and holds an M.S. in Ecological Design from the Conway School (’15). She is the founder and executive director of GoodLands, an organization whose mission is to mobilize large landholders to use their property for environmental and humanitarian good. Molly oversaw the creation of first unified data-based global map of the Catholic Church’s governing (ecclesiastical) jurisdictions at ESRI as an invited researcher. These maps premièred at the Vatican in 2016.

Molly has developed models and projects related to ecological restoration across geographic scales, global metastate governance, conservation financing with non-taxable landholders, and data infrastructure deployment for global non-state actors. This work has gained interest and recognition from academic, governmental, and private sector organizations. Molly's work has been covered by major media outlets including the New Yorker Magazine, America (Jesuit) Media, BBC, Forbes, L'Osservatore Romano (The Holy See’s official newspaper). and The Boston Globe. She is a leading voice and activist in the Faith for Earth space. She has been an invited speaker at numerous venues including universities, academic and technology conferences, the United Nations, TEDxBoston, and the Pontifical Academy of Sciences. Molly was a member of the Vatican Arts and Technology Council (2016) and has been a delegate at various United Nations events, Vatican symposia, including the Vatican Youth Symposium."

MR. JARRETT KOLTHOFF - MONDAY SESSIONS IV & V - C

Jarrett Kolthoff, CEO & Founder of SpearTip, emerged as an internationally recognized cybersecurity expert, keynote speaker, and entrepreneur shortly after leaving military service as a Counterintelligence Agent. The SpearTip team responds to cyber intrusions across the globe and protects our clients 24/7 with our ShadowSpear Platform, focusing on protecting Enterprise corporations and Managed Service Providers.

Jarrett holds a BA in Political Science & Economics Rockhurst University and a Masters in International Relations from Troy State University. Jarrett brings real world experience backed by numerous technical certifications, including Sans Global Information Assurance Certification–Forensic Analyst (GCFA) and Certified Information Systems Security Professional (CISSP)."

MR. CURTIS MARTIN - TUESDAY SESSION VI

Curtis A. Martin founded the Fellowship of Catholic University Students (FOCUS) in 1998. He holds a master’s degree in Theology and is the author of the best-selling books, Made for More, and Making Missionary Disciples. In 2004, Curtis and his wife, Michaelann, were awarded the Benemerenti Medal by Pope Saint John Paul II for their outstanding service to the Church. In 2011, Pope Benedict XVI appointed Curtis as a Consultor to the Pontifical Council of the New Evangelization, and on April 25th of this year FOCUS announced that Curtis had been appointed Consultor to the Section for the Fundamental Questions of Evangelization in the World for the Dicastery for Evangelization. Curtis and his wife, Michaelann, live in Colorado. They have been blessed with nine children, and eight grandchildren….so far.

ARCHBISHOP TIMOTHY BROGLIO - TUESDAY SESSION VII

On November 19, 2007, Archbishop Broglio was named the fourth Archbishop of the Military Services USA, and installed January 25, 2008, the Feast of the Conversion of Saint Paul. Broglio, 70, was born in 1951 in Cleveland Heights, Ohio, where he attended St. Ignatius High School. He received a bachelor’s degree in the classics from Boston College and went on to earn a bachelor’s degree in sacred theology and a doctorate in canon law from the Pontifical Gregorian University in Rome.

He was ordained a priest for the Diocese of Cleveland in 1977. After serving as an associate pastor at St. Margaret Mary parish in Euclid, Ohio, for two years, he returned to Rome and studied at the Pontifical Ecclesiastical Academy, joining the Vatican Diplomatic Corps in 1983. He served as secretary of the apostolic nunciature in Abidjan, Ivory Coast, for four years and then in Asunción, Paraguay, for three years.

He has been a defender of religious-freedom protections for those serving in the military. Last year, he spoke out against mandating military personnel to receive the COVID-19 vaccine against their conscience.

Broglio is vice chairman and chancellor of Catholic Distance University and a member of the Board of Directors of the National Catholic Bioethics Center. He also serves as chairman of the Communications Committee for the Basilica of the National Shrine of the Immaculate Conception in Washington, D.C.

MR. SEAN DAVIS - TUESDAY SESSIONS VIII & IX - A

Sean Davis is the Senior Director of Technology and Information for Word on Fire Catholic Ministries. He leads a team charged with ensuring Word on Fire can spread the Gospel through the new media. Sean and his engineering team oversee apps, websites, and logistical systems that serve millions of people a month ensuring they can experience Word on Fire’s extensive content. Prior to Word on Fire, he was an independent web developer. Sean’s presentation will prepare you to create a successful information technology strategy with the tools, personnel, and planning in place. He will survey all the critical segments of a diocesan IT program in this highly practical, relevant session.

MR. TIM THOMAS - TUESDAY SESSIONS VIII & IX - B

Tim is responsible for all financial management and human resources of the Diocese of Marquette. He is a member of numerous boards and/or finance councils affiliated with the diocese. Tim has served as the interim Superintendent of Catholic Schools, the Director of Catholic Social Services of the Upper Pensinsula, and the Director of Catholic Cemeteries.

Tim has worked in the banking industry for more than 15 years. Most of that time was working as a national bank examiner for the Office of the Comptroller of the Currency in three different states. He has also worked in the audit department for a mid-size bank holding company.

Tim has been married to his wife, Michele, for 29 years and have three children.

Tim received a Bachelor’s degree from Northern Michigan University where he majored in accounting. He received his commission from the U.S. Treasury Department as a national bank examiner and was part of a team which received an award from the Secretary of the Treasury for work on bank fraud.

He is a member of St. Michael’s Parish in Marquette, MI where he has served on the parish finance council and helped lead the high school religious education group. He currently serves as a lector, a cantor, and an usher.

DR. SPENCER J. STANG - TUESDAY SESSIONS VIII & IX - B

As founder and owner of Stang Decision Systems, Spencer J. Stang, Ph.D. specializes in the design and implementation of customized employee selection systems, with a specific emphasis on using optimized algorithms to improve the decision making process. Throughout his 20-year career he has worked closely with many of the world’s largest and most successful business and sports organizations to help them identify, develop and deploy the talent that they need to gain a competitive advantage. His approach focuses on helping organizations use advanced decision-making tools so that they can optimize their human resource capabilities

Spencer received his Ph.D. in Industrial and Organizational Psychology from the University of Missouri-St. Louis. In addition to his broad consulting experience, his research in the areas of decision making, employee selection systems, and cognitive biases has been presented at many conferences and published in scientific journals and popular HR Magazines.

REV. MSGR. WILLIAM KING, J.C.D. - TUESDAY SESSIONS VIII & IX - C

Monsignor King is a priest ordained in the Diocese of Harrisburg, presently serving as Assistant Professor of Canon Law at The Catholic University of America. He previously served as a pastor and a seminary vice-rector, after 28 years in diocesan administration as Judicial Vicar and Vicar General in the Diocese of Harrisburg and Archdiocese of Atlanta. He is also a private aircraft pilot and organist. Msgr. King's areas of study are the interface of civil law and canon law in areas of property tenure and Church governance. He regularly consults with dioceses, Catholic health systems, and Catholic universities in areas of sponsorship, property tenure, and corporate governance, including compliance with canon law and the ethical directives for healthcare.

FEATURED 2023 SPEAKERS

MR. STEPHEN H. SCHOTT - WEDNESDAY SESSIONS X & XI - A

Jonathan Terrell is the Founder and President of KCIC, a technology and management consulting company based in Washington, D.C. "Stephen merged The Schott Group, the investment consulting firm he founded, with CapTrust Advisors in 2007 to become one of the firm’s three managing principals. He became part of CAPTRUST in 2017 when CapTrust Advisors merged with CAPTRUST. Stephen has more than 35 years of institutional investment consulting experience and currently serves as a principal and senior director of institutional religious retirement and foundation services. He advises endowments, foundations, captive insurance plans, Taft-Hartley plans, and public pensions. Stephen and his team were ranked in the top twenty for the last five years in Barron’s Top 100 Institutional Consultants list.

Stephen’s dedication to the Catholic Church is evident in the many leadership roles he holds outside of work. He was made a Knight of St. Gregory by Pope Benedict XVI—an honor bestowed upon Catholic men and women in recognition of their personal service to the Holy See and to the Catholic Church through their unusual labors, their support of the Holy See, and the examples they set in their communities and their countries. He is an investment committee member for Catholic Relief Services and Sacred Heart Major Seminary Foundation. Additionally, Stephen is chairman emeritus of Schott Memorial Foundation and trustee emeritus of Pope John Paul II Cultural Center. In 2016, Stephen was invited to the Vatican as a guest speaker on impact investing

Concurrent Session 10 & 11 A is sponsored by CAPTRUST. Please visit them in the exhibit hall, Platinum Booth #111

MR. BRIAN WATERMAN - WEDNESDAY SESSIONS X & XI - A

Brian is a graduate of the University of South Florida with an Accounting Degree with six years of Cost Accounting and Financial Accounting experience in Private Industry.

Brian joined the FBI in 1995 and was assigned to and continues to work at the Miami Field Office. He has 17 years working financial crimes including Health Care Fraud, Bank Fraud and money laundering, 13 years as a member of the Miami SWAT team, including 3 years as a Team Leader, 10 Years as the Training Coordinator for the Miami Division which involves the training of FBI employees, the developing of probationary Special Agents and creating training programs for the betterment of the Miami Division, and 10 Years Supervising the Miami Division Internal Auditor Unit.

Brian is a 2-time recipient of The Attorney General Award for Exceptional Service, and The FBI Director’s Award for Excellence in Investigation. He has been featured on American Greed and 60 Minutes regarding his investigating Health Care Fraud in the South Florida area.

MS. WENDY DOMINGUEZ - WEDNESDAY SESSIONS X & XI - B

Wendy is the president and co-founder of Innovest Portfolio Solutions. She has more than 30 years of experience in the investment consulting profession. Her clients include some of the largest retirement plans in the United States as well as many large nonprofits and wealthy families. She is a member of the Executive Leadership Team, which makes decisions on firm-related issues. Additionally, she leads Innovest’s Retirement Plan Practice Group, a specialized team that identifies best practices and implements process improvements to maximize efficiencies for our retirement plan clients. Wendy has been named one of the 20 Most Influential Women in Benefit Advising in the nation by Employee Benefit Adviser. Finally, Wendy has been designated as one of the Financial Times' Top 100 Women Financial Advisors.

Wendy is responsible for contract negotiation between many of our clients and their vendors. Through her efforts, she has saved clients millions of dollars. Wendy’s views on investment cost control have been published in Pensions & Investments and the National Association of Government Defined Contribution Administrators (NAGDCA). She was a key contributor to the Innovest White Paper on Employee Directed Defined Contribution Retirement Plans as well as The Case for Vendor Consolidation and Investment Menu Simplification. She has also authored several articles on fiduciary related matters which have been published in several national publications. Additionally, Wendy has been a speaker at the Center for State and Local Government Excellence, a national conference in Washington, DC, the Colorado Public Pension Conference, and the Rocky Mountain Benefit Plans Conference, among others.

Concurrent Session 10 & 11 B is sponsored by Innovest Portfolio Solutions..

Please visit them in the exhibit hall, Platinum Booth #300

Wendy has a Bachelor of Science in Finance (magna cum laude) and an MBA from the University of Denver. In 2019, she received the University of Denver Reiman School of Finance Distinguished Alumni Award. Wendy was appointed to the Public-School Fund Investment Board (PSFIB) in 2020 by the Colorado State Treasurer. In her role, she oversees the investments of the $1 Billion fund for the benefit of Colorado public school students. She is also a member of the Reiman School of Finance Advisory Board at the University of Denver’s Daniels College of Business. Wendy is a Trustee for the Colorado Trust, an organization whose purpose is to improve health equity in the State of Colorado as well as a board member for FirstBank, one of the largest privately held banks in the country. Wendy is also on the Board of The 100 Club of Denver, which provides financial support to the families of fallen police officers, and the J.K. Mullen High School, a Lasallian Catholic High School where her children attended. Wendy was also appointed by former Colorado Governor Hickenlooper to serve on the Metropolitan State University Board of Trustees in 2016, where she served for three years. Wendy is married to a retired Denver Police SWAT officer and is the mother of young adult twins.

FEATURED 2023 SPEAKERS

MR. RICHARD TODD - WEDNESDAY SESSIONS X & XI - B

Rich is the CEO and co-founder of Innovest Portfolio Solutions. He has more than 35 years of experience in investment consulting and currently provides consulting services to institutions and families. Innovest has more than 300 clients with assets of $35 billion and nearly 60 employees. Rich has a Business Finance degree from Western Colorado University.

He has been a frequent author on fiduciary and investment related matters. He has been a columnist for the Denver Business Journal and has been published in Financial Advisor Magazine, Journal of Compensation and Benefits, Pensions & Investments, Accounting Today, Chief Executive, Family Office Magazine, and PLANSPONSOR, among others. Additionally, Rich has been a guest lecturer at conferences across the nation.

Rich is a member of Colorado Concern, an organization of influential Colorado CEOs committed to enhancing and protecting the business climate in Colorado. Rich is on the Board of Trustees at Western Colorado University and is the former President of Legatus of Colorado. He is a member of the Philanthropy Roundtable and is on the Board of Regents for the Augustine Institute. Rich serves on the Presidential Advisory Council for the Fellowship of University College Students (FOCUS). Rich was also a member of the Arrupe Jesuit High School Board of Trustees and is currently on the Arrupe Corporate Work Study Board. He is on the Board of Katalyst, an organization whose mission is to bring Christians into the public square.

Rich and his wife Joanie have been married for more than 35 years, have two children, Alex, and Reagan, and two grandchildren, Sofia Rose and James Todd.

Philosophy – Live a life of integrity and influence others to do the same.

MR. MICHAEL MACKINNON - WEDNESDAY SESSIONS X & XI - C

Michael is the newest member of the ParishSOFT by Ministry Brands executive team. Michael joins Ministry Brands having spent the past several years in various sales leadership and contributor roles within the Faith and Corporate Impact verticals at Blackbaud. Michael and his family are active parishioners of Stella Maris Catholic Church on Sullivan’s Island, South Carolina. He currently serves as a board member of the South Carolina Virtual Preparatory Academy and previous volunteer work has included serving on the board of the American Red Cross of Idaho, American Chamber of Commerce as well as the Special Olympics Idaho.

Concurrent Session 10 & 11 C is sponsored by ParishSoft. Please visit them in the exhibit hall, Platinum Booth #109

MS. MARY JO JUNGWIRTH - WEDNESDAY SESSIONS X & XI - C

Mary Jo Jungwirth, as the director of Financial Standards and Parish Accounting for the Archdiocese of Saint Paul and Minneapolis, coordinates parish back office operations using current technology, mission‐driven support, and centralization of systems. Her work throughout her tenure has encompassed centralized database, network planning, database maintenance, policy and procedure development for financial planning, in addition, she oversees a parish accounting services center, parish staff training, as well as coordinating an annual Standards in Church Ministry Conference on best practices and policy. Mary Jo will celebrate her 27th year with the Archdiocese in December 2023.

MS. JENNIFER BONENFANT - WEDNESDAY SESSIONS X & XI - D

Jennifer has been a member of the Sylogist (formerly known as Serenic) community for over 20 years both as a customer, Senior Consultant and Product Manager. She is a CPA with nonprofit experience ranging professionally from auditor to executive and in the community from volunteer to board member. These roles add depth to her experience that result in delivering value to SylogistMission clients and customers. Jennifer is a nonprofit expert with the ability to support and create transformational change, architect efficient nonprofit financial operations, build effective internal control environments, and support a wide range of users and inputs from across the organization. Away from the office, she has held several leadership roles for both local and national organizations. Her unique experiences allow her to connect with the clients she serves providing the confidence they need to be successful as they move forward.

Jennifer is a practicing Catholic in the Diocese of Peoria. She and her husband, David, have three children who attend Catholic High School. Jennifer serves as the Advancement Chair for Central Catholic High School of Bloomington. In that role, she leads a successful annual campaign, development of the strategic plan, and is Co-Chair for a $10 million dollar capital campaign.

Concurrent Session 10 & 11 D is sponsored by SYLOGIST. Please visit them in the exhibit hall, Platinum Booth #113

MS. MARGARET KELLY - WEDNESDAY SESSION XII

Margaret Kelly was responsible for the day to day operations and strategic direction of RE/MAX across North America and in more than 95 countries around the world. During her 28 years at RE/MAX, the company grew from 14,000 to nearly 120,000 sales professionals.

Margret currently serves as the Director and Chair of the Grants Committee for the Daniels Fund, the Director of the Realty One Group, and the Vice President of the Denver Chapter of Legatus.

She has been recognized by countless organizations for exceptional leadership skills, commitment to community involvement and for being an advocate for businesswomen around the globe. Most people know Margaret as the CEO who talked candidly about the real estate market on television with guest appearances on CNBC, CNN, Bloomberg and Fox programs and as the spokesperson on the RE/MAX television commercials during the real estate recession.

Joining RE/MAX in 1987 as a financial analyst, Margaret rose through the ranks of the company. She was named SVP in 1997, President/COO in 2002, and CEO in 2004. In 2013, Margaret was the lead on the RE/MAX IPO which began publicly trading on the New York Stock Exchange as RMAX on October 3, 2013. In January 2010, Margaret was appointed Director of the Kansas City Federal Reserve Board – Denver Branch and became Chairman in January 2015. Margaret is mindful of her humble roots, learning business basics working in her family’s machine shop in Detroit.

DR. TIM GRAY - WEDNESDAY SESSION XIII

Tim Gray is President of the Augustine Institute and a well-known Catholic speaker and author. Under Dr. Gray’s leadership, the Augustine Institute has established the largest Catholic graduate school of theology in the country, and has created best-selling programs including: Symbolon, a comprehensive program of faith formation for adults; The Search, a celebrated evangelization series; FORMED, a digital platform with a vast array of Catholic films, ebooks, and audio talks; and Signs of Grace, a sacramental preparation program for children.

Dr. Gray has a Ph.D. in Biblical Studies from the Catholic University of America, and is the author of several books including Peter: Keys to Following Jesus and Praying Scripture for a Change: An Introduction to Lectio Divina. He is also the host of The Augustine Institute Show, a weekly live show that explores topics of the faith.

Tim and his wife, Kris, live in Littleton, Colorado. They have one son, a daughter-in-law, and a granddaughter.

MS. JANE NEMCOVA - WEDNESDAY SESSION XIV

Jane leads all operations at Veuu, a FinTech startup. This includes establishing the culture at a fast-paced organization adding dozens of employees this year.

Jane is anadjunct professor of AI for graduate students at the Middlebury Institute of International Studies at Monterey, California – a premier school for top linguists and international students in the language field – introducing them to the principles of AI, Big Data and Natural Language Processing.

Jane brings over 18 years of experience leading global teams in artificial intelligence, language, corporate operations, and sales. Most recently, Jane led the team at Lionbridge AI, a global provider of scalable dataservices for text, images, videos, and audio which has fueled the largest AI products and companies. Jane created the offering to support a high growth need in the market for data utilized in machine learning. She drove unprecedented revenue growth from $40 million to over $200 million in less than three years. Lionbridge AI was sold last year for a billion dollars. Leading this division, Jane managed a $200 million budget, led all aspects of the business including sales, operations, technology, HR, finance, marketing, employment, and recruitment. Having helped to build a workforce of over 1 million new workers in 200 countries, Jane proved her capability to establish high functioning teams and develop key talent into successful executives across the globe in US, Canada, Latin America, Finland, Ireland, Spain, France, India, China, and Japan.

Jane also brings in-depth experience as Chief Sales Officer and EVP of Global Programs at Moravia, an RWS company, which delivers product localization, global digital marketing, and testing services to the world's top brands. Jane doubled Moravia’s total revenue in her first year as CSO from $40M to $80M and created a $100 million pipeline that measured the highest organic growth in the localization industry at the time. Jane was responsible for the company-wide vision, sales and marketing, as well as operations, implementing a major change management reorganization across all of Moravia’s operations in order to scale with the increased sales growth. As Managing Director for the United States and Argentina, Jane designed and drove Moravia’s managed services offering, restructured their life sciences division, and created a diversified portfolio of customers and offerings for the company.

Jane lives in Tampa and is a practicing Roman Catholic.

REVIEWERS

MR. ROLLA "MAC" BRYANT

Finance Officer & Secretary of Temporalities

Diocese of Manchester

MR. JOHN MATTHEW KNOWLES, JD

Executive Director of the Diocesan Fiscal Management Conference (DFMC)

MR. JORGE MONTENEGRO

Chief Financial Officer of the Diocese of San Bernardino

MS. SHEILA MURRAY, CPA, MBA, CDFM

Chief Financial Officer for the Diocese of Greensburg

MS. SHIRLEY PAJANOR

Chief Financial Officer for the Diocese of San Diego

SUNDAY MASS OPTIONS AT LOCAL PARISHES

HALF MILE WALK FROM HYATT REGENCY

HOLY GHOST CHURCH

1900 California Street, Denver

Sunday Mass at: 7:00 AM, 8:30 AM, 10:00 AM (Latin)

CATHEDRAL BASILICA OF THE IMMACULATE CONCEPTION

1530 Logan Street, Denver

Sunday Mass at: 8:30 AM & 10:30 AM

MR. KEITH PARSONS

Chief Operating Officer for the Archdiocese of Denver

DN. ERIC SIMONTIS

Chief Financial Officer for the Diocese of San Jose

MS. DEBBIE SWISHER, CPA, CDFM, CGMA

Chief Financial Officer of the Catholic Diocese of Lexington

MR. TIMOTHY THOMAS

Executive Director of Administration and Finance for the Diocese of Marquette

MS. JO WILLHITE, MBA

Chief Administrative Officer of the Archdiocese of Portland in Oregon

EXHIBIT HALL FLOOR PLAN

The CDFM Exam is a challenging, thorough test of knowledge across sixteen core competencies. Those who attain the CDFM distinguish themselves as extremely well qualified within the profession, and enjoy commiserate peer recognition as a result.

DFMC and Villanova Center for Church Management have invested in these preparation courses to ensure that you have all you need to prepare for and pass the CDFM Exam.

Below is a sampling of the 16 prep courses.

Certified Diocesan Fiscal Manager credential represents the pinnacle qualification for a diocesan financial executive.

EXHIBITOR INFORMATION

ACS Technologies - Booth 416

Mr. Terry Poplava

Director of Strategic Expertise

180 N Dunbarton Rd. Florence, SC 29501 260-438-0313 Terry@acst.com

Amazon Business - GOLD BOOTH 103

Mr. Matthew Pandolfo

Sr. Customer Advisor Nonprofit 281-982-4182 mattypan@amazon.com

Aplos Software - Booth 323

Mr. Anush Vinod

Chief Executive Officer 487 W Shaw Ave. Fresno, CA 93704 888-274-1316 support@aplos.com

Augustine Asset Management - Booth 205

Mr. Jeffrey Bernardo CEO

1551 Atlantic Blvd., Ste. 103 Jacksonville, FL 32207 904-396-6944 inquiries@augustineasset.com

Ave Maria Mutual Funds - Booth 213

Mr. Michael Schwartz Executive Vice President

801 West Ann Arbor Trail, Ste. 244 Plymouth, MI 48170 800-449-9240 michael@schwartzinvest.com

Baird Funds - Booth 422

Mr. Michael Possley

Managing Director 777 E Wisconsin Ave. Milwaukee, WI 53202 414-298-1060 mpossley@rwbaird.com

Beacon Pointe Advisors - Booth 306

Mr. Mitchell Hughes

Senior Consultant, Institutional Consulting 24 Corporate Plaza Dr., Ste. 150 Newport Beach, CA 92660 949-478-7423 mhughes@beaconpointe.com

BENEFIT ALLOCATION SYSTEMS, LLC - GOLD BOOTH 201

Mr. Arthur Taylor

President/CEO

640 Freedom Business Center Dr., Ste. 300 King of Prussia, PA 19406 610-992-2500 ATaylor@BASusa.com

Bloomfield Capital - Booth 216

Mr. Michael Lucci, Jr.

Vice President 700 Forest Ave. Birmingham, MI 48009 248-745-1700

mlucci@bloomfieldcapital.com

BOK Financial - GOLD BOOTH 220

Mr. Reed Johnson

Assistant Vice President 16767 N Perimeter Dr. Scottsdale, AZ 85260 480-459-2828 reed.johnson@bokf.com

Breckinridge Capital Advisors - GOLD BOOTH 117

Mr. James Spidle

Head of Strategic Partnerships 125 High St. Boston, MA 02110 617-443-0779 cr@breckinridge.com

CAPTRUST - PLATINUM BOOTH 111

Mr. Stephen H. Schott

Principal & Senior Dir., Instn'l Religious Retirement & Found. Srvcs. 2121 W Summit Pkwy. North Miami, FL 33181 305-892-0420 stephen.schott@captrust.com

Catholic Funeral and Cemetery Services - Booth 315

Mr. Robert Seelig Chief Executive Officer 2121 W Summit Pkwy. Oakland, CA 94612 925-738-2027 rseelig@cfcsmission.org

Catholic Investment Services - Booth 305

Mr. Michael Nagy

Managing Director 200 State St. Boston, MA 02109 617-758-6588 mnagy@catholicinvest.org

Catholic Mutual Group - Booth 307

Mr. Michael A. Intrieri

President and CEO 10843 Old Mill Rd. Omaha, NE 68154 800-228-6108 mintrieri@catholicmutual.org

Catholic Order of Foresters - Booth 206

Mr. Michael J. Deering Vice President Investments 355 Shuman Blvd. Naperville, IL 60563 331-229-5622 mdeering@catholicforester.org

CBIS - GOLD BOOTH 200

Ms. Sarah McClain

Chief Marketing Officer 125 S Wacker Dr., Ste. 2400 Chicago, IL 60606 312-803-4721 smcclain@cbisonline.com

Christian Brothers Services - GOLD BOOTH 115

Mr. Matt Dent

Senior Relationship Manager

1205 Windham Pkwy. Romeoville, IL 60446 630-378-3016

matt.dent@cbservices.org

EXHIBITOR INFORMATION

CLA CliftonLarsonAllen, LLP - Booth 406

Mr. Alex Hengel

Principal

818 Second St. S Waite Park, MN 56387

763-225-6157

alex.hengel@claconnect.com

ClearPoint Federal Bank & Trust - Booth 402

Ms. Ashlee Theising

CEO & President 100 Progress Dr. Batesville, IN 47006

800-763-0234

ashlee.theising@clearpointfederal.com

Concord Advisory Group - Booth 204

Mr. Scott Santin Managing Partner

700 Alexander Park, Ste. 203 Princeton, NJ 08540

609-987-9000 ssantin@concordadvisory.com

Conrad Schmitt Studios, Inc. - Booth 410

Ms. Courtney Nelson

Project Manager

2405 S 162nd St. New Berlin, WI 53151 800-969-3030 studio@conradschmitt.com

Crossmark Global Investments - Booth 418

Mr. Aaron Borders

VP, Global Institutional Group 15375 Memorial Dr., #200 Houston, TX 77079 713-260-9000 aborders@crossmarkglobal.com

Dana Investment Advisors - Booth 210

Mr. Bob Gray

Senior Vice President PO Box 1067 Brookfield, WI 53008 630-450-4482 bob@danainvestment.com

DeMarche - Booth 414

Mr. Jim Dykstal

Senior Consultant 6700 Antioch Rd. Merriam, KS 66204 913-384-4994 jdykstal@demarche.com

Diocesan Financial Partners - Booth 302

Mr. Michael Schierl

Co-Founder

111 W. Washington St., Ste. 1110 Chicago, IL 60602 312-351-0829

mjschierl@immaculaw.com

FACTS - Booth 314

Mr. Dan Hughes

National Sales Director

121 S 13th St. Lincoln, NE 68508 401-487-0839

dhughes@factsmgt.com

Federated Hermes - Booth 202

Mr. Luke A. Raffa, CFA Vice President 1001 Liberty Ave. Pittsburgh, PA 15222 407-733-5880 luke.raffa@federatedhermes.com

FEG Investment Advisors - Booth 214

Mr. Wes McKeown VP Client Development 201 E Fifth St., Ste. 1600 Cincinnati, OH 45202 513-289-4401 wmckeown@feg.com

FloQast - GOLD BOOTH 221

Ms. Stephanie Caracas Sr. Global Events Manager 14721 Califa St. Los Angeles, CA 90403 818-698-8262 info@floqast.com

FLPutnam Investment Management Company - Booth 317

Mr. Steven N. Violin, CFA Managing Director of Investment Management 20 William St. Wellesley, MA 02481 781-591-8264 sviolin@flputnam.com

Gabriel, Roeder, Smith & Company - Booth 219

Mr. Robert Nordin Senior Consultant 277 Coon Rapids Blvd., Ste. 212 Coon Rapids, MN 55433 800-521-0498 robert.nordin@grsconsulting.com

Gallagher - Booth 318

Mr. Peter Persuitti

Managing Director, Religious Practice 2850 Golf Rd. Rolling Meadows, IL 60008 630-285-3898 peter_persuitti@ajg.com

Graystone Consulting from Morgan Stanley - GOLD BOOTH 301

Mr. Jonathan Swanson

Institutional Consulting Director 1080 Jordan Creek Pkwy. West Des Moines, IA 50312 515-224-5544 jonathan.swanson@msgraystone.com

Greater Mission, LLC - Booth 319

Mr. Thomas Sonni President & CEO 55 Oxford Rd. Annville, PA 17003 443-631-2558

tsonni@greatermission.com

Innovest Portfolio Solutions, LLC - PLATINUM BOOTH 300

Mr. Richard Todd CEO, Co-founder 7979 East Tufts Ave. #1700 Denver, CO 80237 303-694-1900

rtodd@innovestinc.com

EXHIBITOR INFORMATION

Investing for Catholics - Booth 209

Ms. Mary Brunson

Co-Founder & Vice President

9200 Von Karman Ave. Irvine, CA 92612 949-428-0432 mary@ifa.com

James E. Bashaw & Co - Booth 400

Mr. Jeb Bashaw

Chief Executive Officer 5701 Woodway Dr., Ste. 330 Houston, TX 77057

832-630-7710 jbashaw@ifgrr.com

Knights of Columbus Asset Advisors - Booth 321

Mr. Peter Anderson Chief Marketing Officer One Columbus Plaza New Haven, CT 06510 203-775-3704 peter.anderson@kofc.org

KROLL, LLC - Booth 404

Mr. Michael Domin Managing Director 919 Congress Ave., Ste. 1450 Austin, TX 78701 630-841-7948 michael.domin@kroll.com

Madison Investments - Booth 316

Mr. Steven Carl

Chair of the Executive Committee, Chief Distribution Officer 550 Science Dr. Madison, WI 53711 608-216-9174

SteveC@madisonadv.com

Martus Solutions - GOLD BOOTH 101

Mr. Bill Cox

CEO & Founder

2131Woodruff Rd., Ste. 2100 #194 Greenville, SC 29607 864-671-1365 bcox@martussolutions.com

Matthias Group LLC - Booth 308

Mr. Robert Smedley

President/CEO

3000 Gulf to Bay Blvd., Ste. 302 Clearwater, FL 34765 844-628-8477

Smedley@MatthiasGrp.com

Mutual of America Financial Group - Booth 207

Mr. Christopher Bailey

Executive Vice President, Sales Operations 500 Exchange St., Ste. 9-200 Providence, RI 02903 401-470-7090

Christopher.Bailey@mutualofamerica.com

National Investment Services - Booth 218

Mr. Norm Sidler

Principal/Managing Director

200 W. Madison St., Ste. 2900 Chicago, IL 60606 312-335-8300

nsidler@nisi.net

Nicolay Consulting Group, Inc. - Booth 217

Ms. Sue Simon Vice President 231 Sansome St., Ste 300 San Francisco, CA 94104 415-512-5300 service@nicolayconsulting.com

Northern Trust Asset Management - Booth 313

Ms. Rita McCusker

Senior Vice President, Senior Not-for-Profit Specialist 125 Summer St., Ste. 1400 Boston, MA 02110 617-235-1822 rmm30@ntrs.com

Notre Dame Federal Credit Union - GOLD BOOTH 107

Mr. Thomas J. Gryp President & CEO 1828 Moreau Dr. Notre Dame, IN 46556 574-400-4660 tgryp@notredamefcu.com

OSV - GOLD BOOTH 105

Mr. Jim Weigert Chief Marketing Officer 200 Noll Plaza Huntington, IN 46750 260-388-3032 jweigert@osv.com

ParishSoft by Ministry Brands - PLATINUM BOOTH 109

Mr. Michael Murphy

VP of Diocesan Sales 3767 Ranchero Dr., Ste. 100 Ann Arbor, MI 48108 734-205-1000 michael.murphy@ministrybrands.com

Prenger Solutions Group - Booth 212

Mr. Nic Prenger CEO 9810 Westchester Dr. Omaha, NE 68114 402-689-5767 nic@prengersolutions.com

PushPay - Booth 211

Mr. Mike Walsh

Business Development Manager 18300 Redmond Way, #300 Redmond, WA 98052 704-651-6701 mike.walsh@pushpay.com

Qvinci Software - GOLD BOOTH 320

Mr. John Logan CSO 1601 South MoPac Expressway Austin, TX 78746 512-637-7337 sales@qvinci.com

R360 Cloud Hosting - QuickBooks Remote Desktops - Booth 420

Mr. Andrew Abrams President 540 Devall Dr. Auburn, AL 36382 602-388-8933 Accounting@recur360.com

EXHIBITOR INFORMATION

Reta Trust - Booth 310

Ms. Kathryne McGowan

CEO

2121 N. California Blvd., Ste. 350 Walnut Creek, CA 94596 888-879-7382 kmcgowan@retatrust.org

Sage - Booth 312

Ms. Joan Benson

Senior Director, Industry Marketing

300 Park Ave. San Jose, CA 95110 415-536-4021 joan.benson@sage.com

SGIA Medicare Consulting - Booth 311

Mr. Michael Clark

CEO/Founding Partner 382 N Lemon Ave., #334 Walnut, CA 91789 480-422-2562 mclark@sgiamedicare.com

SKYLINE Cloud - Booth 309

Mr. Patrick Carlile

CEO

115 Rt. 46 West, Bldg. F Mountain Lakes, NJ 07046 646-759-7468 pcarlile@skylinecloud.com

St. Joseph Financial Services - Booth 304

Mr. Jonathan Boulos

CEO

1400 E Angela Blvd., #175 South Bend, IN 46617 219-779-7505 jonathan.boulos@stjfs.org

Steier Group - Booth 412

Mr. Matt Vuorela

Chief Executive Officer 10844 Old Mill Rd. Omaha, NE 68154 402-616-7793 mvuorela@steiergroup.com

Sulzer Group, LLC - Booth 303

Ms. Deborah M. Sulzer

Chief Executive Officer 4641 Fairfield St., Ste. D Metairie, LA 70006 504-299-3380 info@sulzergroup.com

Sylogist, Ltd. - PLATINUM BOOTH 113

Ms. Jennifer Bonenfant

Product Manager 7 Mackenzie Ct. Bloomington, IL 61704 720-362-5106 jennifer.bonenfant@sylogist.com

The National Catholic Risk Retention Group, Inc. - Booth 208

Mr. Dennis O'Hara CEO & President 801 Warrenville Rd., Ste. 620 Lisle, IL 60532 dohara@tncrrg.org

USI Consulting Group - GOLD BOOTH 119

Mr. William Tremko CEO & President 95 Glastonbury Blvd., #102 Glastonbury, CT 06033 860-633-5283 bill.tremko@usi.com

CONSULTING GROUP

Waldorf Risk Solutions - GOLD BOOTH 121

Mr. William Waldorf Partner 24 West Carver St. Huntington, NY 11743 631-423-9500 deborah@wrs1928.com

Wallick Investments, LLC - Booth 408

Mr. Daniel Wallick Managing Partner 1122 Lady St., Ste. 810 Columbus, SC 29201 803-699-9400 danwallick@wallickinvestments.com

webCemeteries - Booth 215

Mr. Nick Timpe CEO 277 Fair St. Kutztown, PA 19530 800-653-7049 nick.timpe@webcemeteries.com

Yousif Capital Management - Booth 203

Mr. Kevin K. Yousif, CFA President 39533 Woodward Ave., Ste. 100 Bloomfield Hills, MI 48390 248-792-6634 kyousif@yousifcapital.com

SPONSOR INFORMATION

MONDAY BREAKFAST

September 25, 2023 - ADP

Mr. Bill Kramer

Strategy Manager

1 ADP Blvd. Roseland, NJ 07068 412-758-8643 Bill.Kramer@adp.com

GENERAL SESSION XII - MARGARET KELLY

Wednesday, September 27, 2023 - Aplos Software

Mr. Anush Vinod

Chief Executive Officer 487 W Shaw Ave. Fresno, CA 93704 888-274-1316 support@aplos.com

TUESDAY BREAKFAST

September 26, 2023 - BeneCard PBF

Mr. Sean Fitzsimmons

Regional Sales Director 5040 Ritter Rd. Mechanicsburg, PA 17055 267-245-2259 sean.fitzsimmons@benecardpbf.com

SUNDAY NIGHT CONFERENCE KICK-OFF RECEPTION

September 24, 2023 - Boyd Watterson Asset Management

Mr. Timothy Hyland

President, National Director of Sales & Marketing 1301 East 9th St., #2900 Cleveland, OH 44114 216-771-3294 thyland@boydwatterson.com

MONDAY EVENING EXHIBIT HALL RECEPTION

September 25, 2023 and

TUESDAY LUNCH/TIME WITH EXHIBITORS/RAFFLE/CLOSING

September 26, 2023 - CapinCrouse LLP

Mr. Rob Faulk

Partner and Church and Denomination Services Director 200 E Guasti Rd., Ste. 230 Ontario, Canada 91761 505-502-2746 ext. 1652 rfaulk@capincrouse.com

GENERAL SESSION XIII - DR. TIM GRAY and WEDNESDAY PM BEVERAGE BREAK

September 27, 2023 - Catholic Benefits Law

Mr. Eric Allen Kauk, Esq., LL.M. Tax & Benefits Attorney 503 E. Jackson St., #202 Tampa, FL 33602 813-203-0208 eric.kauk@catholicbenefitslaw.com

Catholic Benefits Law

MONDAY AM BEVERAGE BREAK

September 25, 2023 - Catholic Purchasing Services

Ms. Mary Schell O'Hara CEO

580 Washington St., Ste. A Newton, MA 02458 800-237-4125 x547 mary@catholicpurchasing.org

SUNDAY NIGHT CONFERENCE KICK-OFF RECEPTION

September 24, 2023 - CBIS

Ms. Sarah McClain Chief Marketing Officer

125 S Wacker Dr., Ste. 2400 Chicago, IL 60606 312-803-4721 smcclain@cbisonline.com

CONCURRENT SESSION VIII & IX BDR. SETH STANG AND TIMOTHY THOMAS

Tuesday, September 26, 2023 - CheckWriters

Mr. Dakota Hebert Chief Marketing Officer 46 Round Hill Rd. Northampton, MA 01060 888-243-2555

DHebert@CheckWriters.com

MONDAY LUNCH

Monday, September 25, 2023 - Diamond Hill

Mr. Trey Rouse, CFA Director - Institutional/Consultant Relationships 325 John H. McConnell Blvd., Ste. 200 Columbus, OH 43215 614-255-5026 trouse@diamond-hill.com

TUESDAY BEVERAGE BREAK: COFFEE TALK AND PASTRIES WITH EXHIBITORS

September 26, 2023 - Eide Bailly, LLP

Mr. Mark Rogers

Principal, Business Credits & Incentives U.S. Bancorp Center 800 Nicollet Mall, Ste. 1300 Minneapolis, MN 55402-7033 612-253-6540 mdrogers@eidebailly.com

TUESDAY PM BEVERAGE BREAK

September 26, 2023 - Federated Hermes

Mr. Luke A. Raffa, CFA Vice President 1001 Liberty Ave. Pittsburgh, PA 15222 407-733-5880 luke.raffa@federatedhermes.com

TUESDAY AM BEVERAGE BREAK WITH EXHIBITORS

September 26, 2023 - Grant Thornton, LLP

Mr. Dennis Morrone

Nat'l Managing Partner, Not-for-Profit & H Educ. Practices 186 Wood Ave. S, #4 Iselin, NJ 08830 732-516-5582 dennis.morrone@us.gt.com

SPONSOR INFORMATION

WEDNESDAY BREAKFAST

September 27, 2023 - Hirtle Callaghan & Co.

Mr. Kristofer T. Kelleher

Director

300 Barr Harbor Dr., Fifth Floor West Conshohocken, PA 19428

610-828-7200 kkelleher@hirtlecallaghan.com

MONDAY PM DESSERT WITH EXHIBITORS and

MONDAY PM BEVERAGE BREAK WITH EXHIBITORS

September 25, 2023 - Lincoln Financial Group

Mr. Jason Key

VP, Head of Consultant Relations

3930 Stoney Ridge Trail Charlotte, NC 28210 678-327-9510 jason.key@lfg.com

TUESDAY GENERAL SESSION VI - CURTIS MARTIN

September 26, 2023 - Lockton

Mr. Thomas May Executive Vice President/Partner 8110 E. Union Ave., Ste. 100 Denver, CO 80237 303-414-6144

Thomas.May@Lockton.com

WEDNESDAY GENERAL SESSION XIV - JANE NEMCOVA

September 27, 2023 - Meta Care, Inc.

Mr. Michael and Ms. Marissa Guarino

CEO and COO

2928 West Bay Dr. Bellair Bluffs, FL 33770 412-258-0787 mgm.guarino@metacareusa.com

A division of Meta Care, Inc.

MONDAY GENERAL SESSION II - SISTER MARIS STELLA

September 25, 2023 - QTS Payroll

Mr. Breck Hansen

Director of Sales

8170 West Sahara Ave., Ste. 100 Las Vegas, NV 89117 855-855-7999 breck.hansen@qtspayroll.com

SPECIAL PRINTING

Archdiocese of New York

Mr. Frank Napolitano

Chief Administrative Officer

1011 First Ave. - 19th Floor

New York, NY 10022

212-371-1011 x3024

frank.napolitano@archny.org

DFMC NOTEPADS AND PENS

SUNDAY NIGHT CONFERENCE KICK-OFF RECEPTION

September 24, 2023 - R360 Cloud HostingQuickBooks Remote Desktops

Mr. Andrew Abrams President 540 Devall Dr. Auburn, AL 36382 602-388-8933 Accounting@recur360.com

TUESDAY GENERAL SESSION VIIARCHBISHOP TIMOTHY BROGLIO

September 26, 2023 - The National Catholic Risk Retention Group

Mr. Dennis O'Hara CEO & President

801 Warrenville Rd., Ste. 620 Lisle, IL 60532 dohara@tncrrg.org

MONDAY GENERAL SESSION III - RICK POPP

September 25, 2023 - Vida HR & Benefits

Mr. Tyler Johnston Partner, V.P. of Sales 1685 W Uintah Dr. Colorado Springs, CO 80904 970-988-1242 tyler@vidabenefits.com

WEDNESDAY AM BEVERAGE BREAK

September 27, 2023 - Waldorf Risk Solutions

Mr. William Waldorf Partner 24 West Carver St. Huntington, NY 11743 631-423-9500 deborah@wrs1928.com

AND OUR SPECIAL SPONSORS

SPECIAL FRIENDS - BENEFACTOR LEVEL

Catholic Benefits Law

Mr. Eric Allen Kauk, Esq., LL.M. Tax & Benefits Attorney

503 E. Jackson St., #202

Tampa, FL 33602

813-203-0208

eric.kauk@catholicbenefitslaw.com

Bishops' Plan Insurance Company (BPIC)

Mr. Patrick Kelly, Chair, BPIC Board

CFO, Diocese of Youngstown

30 Main St., Ste. 330

P.O. Box 1687

Burlington, VT 05401/05402-1687

877-325-2742 (BPIC) info@bpicmembers.org

Catholic Benefits Law

SPECIAL FRIENDS - CONRIBUTOR LEVEL

Graystone Consulting – from Morgan Stanley Mr. Jonathan Swanson

Institutional Consulting Director

1080 Jordan Creek Pkwy. West Des Moines, IA 50312

515-224-5544

jonathan.swanson@msgraystone.com

PAST, PRESENT & FUTURE DFMC CONFERENCES

The Saint Matthew Medal

Honoring Zeal for Catholic Evangelization, Leadership in the Profession, and Giving Back to Others

ANNUAL PRESENTATION

SUNDAY, SEPTEMBER 24 TH , 2023

DENVER, COLORADO