SAN DIEGO, CALIFORNIA
SEPTEMBER 29 TH –OCTOBER 2 ND , 2024
Robert Cardinal McElroy CARDINAL BISHOP OF SAN DIEGO
PRESIDENT
Debbie Swisher DIOCESE OF LEXINGTON
PROVIDE LEADERSHIP IN FISCAL MANAGEMENT TO THE CATHOLIC CHURCH.
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.
BOARD OF DIRECTORS
VICE-PRESIDENT
Jo Willhite ARCHDIOCESE OF PORTLAND IN OREGON
MOST REV. JAMES R. GOLKA
Episcopal Moderator Bishop of Colorado Springs
JOHN MATTHEW KNOWLES Executive Director
MAC BRYANT Diocese of Manchester
CECILIA COLBERT Diocese of Dallas
TAMMY DILORENZO Diocese of Biloxi
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.
MICHAEL MCGEE Diocese of Richmond
SHEILA R. MURRAY Diocese of Greensburg
CARLA MILLS
Archdiocese of Kansas City in Kansas
JORGE MONTENEGRO Diocese of San Bernardino
DN. ERIC SIMONTIS Diocese of San Jose
Most Reverend James R. Golka BISHOP OF COLORADO SPRINGS
Shirley Pajanor
DIOCESE OF SAN DIEGO
SAN DIEGO, CALIFORNIA! Welcome to
The Diocese of San Diego, our bishop, Robert Cardinal McElroy, and I are pleased to welcome you to San Diego for the 2024 Annual Meeting of the Diocesan Fiscal Management Conference. It is a great honor to serve you all as this year's Site Chair, and to contribute in a very special way to this significant event.
The history of the Diocese of San Diego is also the story of the introduction of Catholicism into what is today California. The first Catholic Parish on the Pacific Coast of what became the United States - Mission San Diego de Alcalá- was founded here by Saint Junipero Serra in 1769. From there, the famous additional twenty Catholic Missions were established all the way to Sonoma, north of San Francisco. Throughout the late eighteenth and early nineteenth centuries, Catholic immigration to this area increased. From 1848, the year California became American territory, until 1936 when the Diocese of San Diego was formed, the area was a part of larger dioceses, initially the Diocese of Monterey and later the Diocese of Los Angeles, which stretched south to the Mexican border. The first bishop of the distinct Diocese of San Diego, Charles Buddy, led our local church for nearly thirty years. His tenure featured the rapid expansion of the clergy and Catholic institutions in Southern California. Notably, Bishop Buddy co-founded the Catholic University of San Diego in 1949, and served as its Founding President.
Our diocese serves over 1.5 million Catholics through 110 parishes and missions. We cover the two southernmost counties in California: San Diego and Imperial, from the Pacific Coast to the Arizona border. Over 200 priests and more than 130 deacons serve the Faithful in the diocese, and 85 Catholic educational institutions form our children spiritually, morally and academically. The Spanish stew pot in the upper left comer of our diocesan Coat of Arms recalls Saint Diego's boundless charity and tireless efforts to feed the hungry. In 2015, Robert Walter McElroy was installed as the 6th Bishop of San Diego, and in 2022, Pope Francis named him a Cardinal. Cardinal McElroy is supported by three auxiliary bishops, whom you will meet as part of DFMC 2024.
San Diego is the fifth-most populous county in the United States and the secondmost-populous city in California. Our yearround pleasant, Mediterranean climate has delighted residents and visitors for centuries. Those of you traveling to San Diego for this year's conference are in good company: nearly 32 million people visit San Diego County each year. The San Ysidro and El Chaparral ports of entry from Mexico, which are just minutes away from our conference location, jointly constitute the world's busiest land border crossing. In late 2023, Condé Nast Traveler ranked San Diego the #2 big city in America to visit, citing its natural blessings and growing quality in dining and recreation. If you have extra time, consider visiting the worldfamous San Diego Zoo, Old Town San Diego State Historic Park, or get out on the water in San Diego Bay and the Pacific Ocean. Gorgeous waterfronts like Coronado Beach, Ocean Beach, or Sunset Cliffs are also great to take in. The Gaslamp Quarter, immediately adjacent to the San Diego Bayfront Hilton, is packed with every kind of restaurant or entertainment venue you could want.
The program agenda for DFMC 2024 is outstanding. Catholic comedian Jen Fulwiler will kick things off on Sunday night with a concert for DFMC members, following welcoming remarks from Bishop Michael Pham. Top speakers include University of Mary President Monsignor James Shea, Fr. Robert Spitzer, Jennifer Hubbard, Paul Voss, Paul Jonna, and many others. Past DFMC favorites Kelly Richmond Pope and Jarrett Kolthoff are back. Each day, we will engage with bishops of the Church and meet with other leaders in our profession. The liturgical and spiritual offerings are bountiful, and you will enjoy plenty of opportunities to meet service providers to dioceses of the Church - who are better represented this year than ever before. We are delighted to present a special exhibit honoring the life and legacy of Saint Junipero Serra and to celebrate Tuesday's Mass at Mission San Diego de Alcala. I hope you return home from San Diego enriched and fulfilled spiritually, professionally, and socially.
On behalf of us here in San Diego, safe travels and Godspeed to all 2024 DFMC attendees! I look forward to greeting you soon and sharing a memorable conference experience together.
Sincerely yours in Christ,
Shirley Pajanor Chief Financial Officer Diocese of San Diego DFMC 2024 Site Chairman
SUNDAY, SEPTEMBER 29
Sunday liturgy at local parishes in San Diego (see page 24 for details) + 8:00 am Mass at Hotel
9:00 am - 7:00 pm Conference Registration
2:30 pm - 3:30 pm New Member Orientation
This orientation is made possible in part through a generous gift from Catholic Benefits Law
2:30 pm - 3:30 pm Certified Diocesan Fiscal Manager (“CDFM”) Overview
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
Mr. Don Borisch
(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 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.
5:30 pm - 6:30
6:30 pm - 9:00 pm
The Internal Audit Forum is made possible in part through a generous gift from CHECKLIGHT, a cybersecurity solution from CISO Global
Welcome to San Diego Opening Plenary Session and Annual Business Meeting for Members
Bishop Michael Pham, Diocese of San Diego
(1.2 CPE, Personal Development - Non Technical)
Learning Objectives: By the end of the program the participants will:
1) Know DFMC activities, developments, and future plans.
2) Recognize the qualities embodied in the 2024 Saint Matthew Medal Award Recipient.
3) Have considered candidates for Board service.
4) Have experienced DFMC membership development, focusing on roles & responsibilities.
5) Have a better understanding of effectively evangelizing in today’s world.
Comedy Show featuring Comedian Jen Fulwiler
Sunday night reception is made possible in part through a generous gift from Christian Brothers Investment Services
This business meeting and opening reception are for DFMC members only (not including professional partner firms’ representatives).
MONDAY, SEPTEMBER 30
7:00
8:30 am - 9:30 am
This breakfast is made possible in part through a generous gift from Martus Solutions
8:30 am - 5:00 pm SPECIAL EXHIBIT
Life and Legacy of Saint Junípero Serra, The Apostle of California
9:30 am - 10:30 am SESSION II - GENERAL SESSION
Paid in Full
Ms. Jennifer Hubbard, President and CEO of the Catherine Violet Hubbard Foundation (1.2 CPE, Personal Development - Non Technical)
Debt canceled, that which is due being delivered, we stamp invoices Paid in Full. The relief those three words offer is palatable and when really considered, reaches far beyond the transactional vernacular of accounting. We pray our debts and our debtors be forgiven, we offer our daily confession, and proclaim the sacrifice of our Lord Jesus Christ’s death and resurrection for our redemption. We know that our sin debt has been paid in full. So why is it, that we struggle to live in this truth? Truth is, when we struggle to offer and receive forgiveness and seek restitution and repayment, we deny that our debts are paid and reject a life of fullness and abundance. We reject the peace of our debt paid in full. Paid in Full is the story of accepting and offering forgiveness in unimaginable circumstances and discovering the beauty of a life lived abundant.
Learning Objectives: By the end of the program the participants will:
1) Understand how they perceive forgiveness.
2) Consider the circumstances where they feel they are due something.
3) Be reminded ot God’s mercy and love in all circumstances.
This session is made possible in part through a generous gift from QTS Custom Payroll and HR Solutions
10:30 am - 11:00 am Beverage Break
This beverage break is made possible in part through a generous gift from CapinCrouse, LLP
From Practice To Performance - Engaging in Tabletop Exercises to Enhance Cyber Preparedness
Mr. Jarrett Kolthoff, Founder & CEO, SpearTip Cyber Counterintelligence (1.2 CPE, Information Technology - Technical)
In today’s digital age, cyber threats are evolving at an unprecedented pace, posing significant risks to organizations of all sizes. Ensuring that your team is prepared to respond effectively to cyber incidents is crucial for safeguarding your company’s assets, reputation, and data integrity. This interactive session is a comprehensive presentation designed to guide you through the process of using tabletop exercises as a strategic tool for bolstering your organization’s cyber defense capabilities.
Learning Objectives: By the end of the program the participants will:
1) Understand how an incident is responded to.
2) Respond to an incident effectively within their organization.
12:00 noon - 1:00 pm
3) Have an understanding of next steps to ensure or develop incident response plans.
This session is made possible in part through a generous gift from Logan Capital Management
This dessert reception is made possible in part through a generous gift from Scout Solar
2:00 pm - 3:00 pm SESSION IV - CONCURRENT SESSIONS M-1
A. The Christchurch Story: Recovering From a Devastating Natural Disaster
3rd Floor Aqua Salon A & B
Mr. Simon Thompson, Diocesan General Manager, Catholic Diocese of Christchurch, New Zealand (1.2 CPE, Information Technology - Technical)
Following from the destruction of the Christchurch earthquake in 2013, and in a world where natural disasters seem to be more common, the Christchurch story is a case study for preparing for disaster recovery, rebuilding after a natural disaster, human resilience and the unique opportunity to rebuild and renew parish life.
Learning Objectives: By the end of the program the participants will:
1) As natural disasters become more common and despite best planning, participants will understand what to do and consider when a natural disaster occurs.
2) Be able to consider a Mission Focused response plan to a natural disaster/civic emergency.
3) Understanding disaster recovery process – timeframes, planning, road to recovery.
4) Understanding of the psychological impact of natural disasters - short, medium and long term. This session is made possible in part through a generous gift from Crescent Payroll Solutions, Inc
B. EffectiEve Security – Fostering A Culture of Safety
Mr. Paul Timm, PSP, Director of Education Safety, Allegion
(1.2 CPE, Business Management & Organization - Non Technical)
3:00
3rd Floor Aqua Salon C & D
It’s one thing to have established security practices. It’s another to have staff members who follow those practices. This interactive presentation will address effective ways to promote a culture of safety and motivate individuals to make personal investments in your security program. Attendees will benefit from practical strategies and helpful security and emergency preparedness resources.
Learning Objectives: By the end of the program the participants will:
1) Receive train-the-trainer awareness raising strategies that can be implemented immediately.
2) Have a better awareness of the security features in their surroundings.
3) Obtain helpful, web-based security and emergency preparedness resources.
This session is made possible in part through a generous gift from Gallagher
C. Five Facts Canon Lawyers Wished Every Diocesan CFO Knew
Monsignor C. Michael Padazinski, Past President of the Canon Law Society of America and Chancellor of the Archdiocese of San Francisco
(1.2 CPE, Specialized Knowledge - Technical)
This is the place for all the questions you have ever wanted to know regarding Canon Law with one of the leading experts on the topic in the United States.
Learning Objectives: By the end of the program the participants will:
1) Understand the requirements in canon law surrounding Mass offerings, offerings for sacraments, sacramentals and funerals.
2) Be aware of the minimum and maximum dollar amounts to validly alienate property.
3) Be aware of the canonical requirements to validly lease diocesan, parish or other juridic person’s property.
4) Be aware of acts of extraordinary administration which require the consent of the diocesan finance council and the college of consultors.
This session is made possible in part through a generous gift from The National Catholic Risk Retention Group
V
- CONCURRENT SESSIONS M-2
A. The Christchurch Story: Recovering From a Devastating Natural Disaster
Mr. Simon Thompson, Diocesan General Manager, Catholic Diocese of Christchurch, New Zealand
(1.2 CPE, Information Technology - Technical)
B. EffectiEve Security – Fostering A Culture of Safety
Mr. Paul Timm, PSP, Director of Education Safety, Allegion
(1.2 CPE, Business Management & Organization - Non Technical)
C. Five Facts Canon Lawyers Wished Every Diocesan CFO Knew
Monsignor C. Michael Padazinski, Past President of the Canon Law Society of America and Chancellor of the Archdiocese of San Francisco
(1.2 CPE, Specialized Knowledge - Technical)
TUESDAY, OCTOBER 1
Legacy of Saint Junípero Serra, The
Leadership and Evangelization
Monsignor James Patrick Shea, Sixth President of the University of Mary (1.2 CPE, Business Management & Organization - Non Technical)
Monsignor James Shea is one of the foremost thought leaders and influencers in the Church today. His writings and talks on Church management and evangelization have impacted strategy and practical decisions throughout the United States and beyond. His DFMC 2024 talk will inspire each of us to align our work with the vision of the New Evangelization, and provide tangible ways to elevate the output of each of our teams.
Learning Objectives: By the end of the program the participants will:
1) Have enhanced capability to infuse Catholic Social Teaching and the Deposit of Faith into leadership.
2) Be reminded of the profound and noble significance of executive leadership in the Church.
3) Learn tangible practices to lead and manage professional teams with excellence.
This session is made possible in part through a generous gift from Lockton Companies
9:30 am - 10:30 am Beverage Break with Exhibitors
This break is made possible in part through a generous gift from INNOVEST Portfolio Solutions
10:30 am - 11:30 am SESSION VII - GENERAL SESSION
Red Flag Mania
Dr. Kelly Richmond Pope, Professor in the School of Accountancy and MIS at DePaul University in Chicago
Mr. Nathan Mueller, Reformed Multi-Million Dollar Fraudster
(1.2 CPE, Accounting - Technical)
Dr. Kelly Richmond Pope is an expert in forensic accounting, managerial accounting, financial accounting and ethical leadership. She focuses her research and teaching on fraud and white collar crime research. This presentation will be interactive and participatory, providing DFMC members a unique chance to learn about fraud interdiction.
TUESDAY, OCTOBER 1
CONTINUED
Learning Objectives: By the end of the program the participants will:
1) Recognize the internal controls weaknesses that lead to embezzlement and other fraud.
2) Better understand the motivations and psychology of a white-collar criminal.
3) Consider tactics to prevent embezzlement and protect institutional assets.
4) Evaluate the effectiveness of their own office processes in preventing fraud.
This session is made possible in part through a generous gift from CapinCrouse, LLP
11:30 am - 1:00 pm Lunch, Time with Exhibitors and Raffle 4th Floor Sapphire Ballroom I & E
1:00 pm - 2:00 pm
Tuesday Lunch is made possible in part through a generous gift from CapinCrouse, LLP
SESSION VIII - CONCURRENT SESSIONS T-1
A. Crisis Communication: Crisis Preparedness in the Attention-deficit Age 3rd Floor Aqua Salon A & B
Mr. Chris Lukach, APR, CEO AKCG – Public Relations Counselors
(1.2 CPE, Communications & Marketing - Non Technical)
The global pandemic has upended not only the way we work, but also the way we communicate. Even as dioceses largely have resumed normal activities, our relationships with our audiences - clergy, parishioners, elected officials, and the like - are remaining increasingly distant, distrusting, even transactional. During this session, we will review the practical ways in which dioceses can transform their communications programs to deepen engagement during times of upheaval and share tips for rebuilding weakened bonds in the months and years to come.
Learning Objectives: By the end of the program the participants will:
1) Understand the difference between operational and reputational crises.
2) Understand the impact of social media and post-pandemic "compassion fatigue" on how they communicate.
3) Learn the characteristics through which they are judged when parishioners feel distrustful or cynical.
4) Learn practical steps for sharpening crisis communications within their diocese.
5) Participate in a self-assessment to gauge their diocese's unique level of preparedness. This session is made possible in part through a generous gift from Mercer
B. Bankruptcy Basics and Benefits 3rd
Mr. Edward L. Schnitzer, Esq., Partner, Womble Bond Dickinson (US) LLP
(1.2 CPE, Business Law - Technical)
All you ever wanted to know about bankruptcy, but were afraid to ask. This session will go through the basics of bankruptcy, with particular attention given to diocesan bankruptcies. We will discuss preparation for bankruptcy and what professionals are typically hired. We will cover the typical bankruptcy players including the debtor, the bankruptcy judge, the creditor committees and the US Trustee's office. We will discuss reorganization, liquidation, the automatic stay, claim bar dates, plans and disclosure statements, channeling injunctions and more. Learning Objectives: By the end of the program the participants will:
1) Understand the pros and cons of a reorganization
2) Earn what a debtor-in-possession is and what professionals it typically hires.
3) Know something about the Automatic Stay, Bar Dates, Plans, and channeling injunctions.
4) Understand why it might be necessary or beneficial for a diocese to file for bankruptcy.
5) Learn about Tort Claimants Committee and the UST’s office and their role in a diocesan bankruptcy.
This session is made possible in part through a generous gift from Catholic Benefits Law
C. Recruiting Mission-Aligned Talent
Mr. Tom Pagano President and co-Founder, Mission Advantage Recruiting
(1.2 CPE, Personnel/Human Resources - Non Technical)
3rd Floor Aqua Salon E & F
Tom Pagano will present the employee engagement problem that the entire workforce is confronting. The primary reason for high employee engagement is the alignment of personal and organizational missions. As a Church, we have an invaluable opportunity to capitalize on this through hiring and retaining mission-aligned talent. Tom will share practical tips on how to recruit, screen, and hire mission-aligned talent well. He will share a case study on highly effective searches.
Learning Objectives: By the end of the program the participants will:
1) See the ROI for hiring talent that is aligned with the mission of the Catholic Church.
2) Takeaway numerous practical tips to improve their recruiting and hiring process.
3) Understand what great Catholic talent is looking for in an employer.
This session is made possible in part through a generous gift from Bill
TUESDAY,
OCTOBER 1
2:00 pm - 2:30 pm Beverage Break
This beverage break is made possible in part through a generous gift from Waldorf Risk Solutions
2:30 pm Exhibit Hall closes
2:30 pm - 3:30 pm SESSION IX - CONCURRENT SESSIONS T-2
A. Crisis Communication: Crisis Preparedness in the Attention-deficit Age
Mr. Chris Lukach, APR, CEO AKCG – Public Relations Counselors (1.2 CPE, Communications & Marketing - Non Technical)
B. Bankruptcy Basics and Benefits
Mr. Edward L. Schnitzer, Esq., Partner, Womble Bond Dickinson (US) LLP (1.2 CPE, Business Law - Technical)
C. Recruiting Mission-Aligned Talent
Mr. Tom Pagano President and co-Founder, Mission Advantage Recruiting (1.2 CPE, Personnel/Human Resources - Non Technical)
4:00 pm Busses depart for Mission Basilica San Diego de Alcalá Ground Floor Promenade East Entrance facing Gull Street
5:00 pm Mass at Mission Basilica San Diego de Alcalá celebrated by Bishop Felipe Pulido, Auxiliary Bishop of San Diego
6:30 pm Busses return to Hilton San Diego Bayfront
WEDNESDAY,
OCTOBER 2
7:00 am - 4:00 pm Adoration Chapel Open
7:00 am - 7:30 am
7:00 am - 7:30 am The Rosary
7:30 am - 8:30 am Mass at the Hotel
and 7-8am on
Celebrant Bishop Ramon Bejarano, Auxiliary Bishop of San Diego
8:00 am - 4:00 pm Registration/Information
8:30 am - 9:30 am Breakfast (members can meet by region)
9:30 am - 10:30 am SESSION X - CONCURRENT SESSIONS W-1
A. Macro Research 3Q24
Mr. Rank Dawson, CFA, FDP, Senior Vice President, Investment Strategy, Boyd Watterson
(1.2 CPE, Finance - Technical)
Rank Dawson is an expert on the economy and markets. Join him for a session that will focus on the state of the economy, the direction of markets, and what to look for in your planning for the remainder of 2024 and throughout 2025.
Learning Objectives: By the end of the program the participants will:
1) Understand Boyd Watterson's Macro Process in the positioning of portfolios.
2) Describe the Four Buckets research framework.
3) Know the current status of the United States stock market.
4) Comprehend recent growth statistics in domestic and foreign economies.
5) Consider the impact of inflation on markets and consider future impacts.
B. Legal Advocacy on behalf of Catholic benefit plans
Mr. Eric Allen Kauk, Esq., LL.M, Founder of Catholic Benefits Law (1.2 CPE, Business Law - Technical)
Salon C
An energizing deep-dive into practical and easy-to-implement best practices. We will cover: Ministerial Exception, Crucial ERTC Updates, Preparing for 1557, new EEOC regs and the PWFA, Chevron Deference, Vendor Catholicity agreements, EEO-1 Forms, 990-Forms, and why you should run away
fast when an accounting firm provides legal advice.
Learning Objectives: By the end of the program the participants will:
1) Use the Ministerial Exception to protect the diocese from lawsuits.
2) Understand extremely important legal updates regarding the Employee Retention Tax Credit.
3) Use EEO-1 and 990 Forms to protect the diocese from lawsuits.
4) Use Catholicity agreements to educate, inform, and hold vendors accountable to Church teachings.
5) Understand the risks of accepting legal advice from accounting firms.
C. Five Ways to Optimize Your Retirement Plan for Your Employees
Ms. Maggie Younis, Senior Consultant Relations Director, Lincoln Financial
Mr. Brian Simms, Institutional Retirement Director, Lincoln Financial
Ms. Wendy Dominguez, President and Co-Founder, Innovest Portfolio Solutions
(1.2 CPE, Personnel/Human Resources - Non Technical)
Key Outcomes:
Aqua Salon D
Join us for an insightful session on managing your retirement plan. Learn best practices for data collection, plan design optimization, investment selection, communication and education, and ongoing governance. Gain practical strategies unique to diocesan plans that can support a successful retirement for your employees.
Learning Objectives: By the end of the program the participants will:
1) Recognize the importance of getting data organized to make an effective decision on your employee retirement planning strategy.
2) Know retirement plan design trends and options to ease administrative burden and promote positive savings behavior
3) Be able to weigh the impacts of investment options and fees.
4) Understand how to integrate Catholic values.
5) Learn how to effectively communicate and educate staff and other stakeholders about your retirement plan.
D. Cultivating Growth and Mission: Growth Strategies for Financial Leaders
Mr. Mike Cusick, Sr. Director, Software, OSV
Mr. Carlos J. Proano, Bilingual Capital Campaign Consultant, OSV
Mr. Matt Adams, Sr. Account Executive, OSV
(1.2 CPE, Information Technology - Technical)
Aqua Salon E & F
This session equips Catholic financial leaders with practical tools to strengthen their parish communities and finances. We’ll explore how to leverage key moments throughout the liturgical year to cultivate a welcoming atmosphere that attracts newcomers and fosters donor engagement. Gain insights on maximizing attendance during high-traffic periods and discover strategies to maintain accurate parishioner data for improved communication and fundraising.
Learning Objectives: By the end of the program the participants will:
1) Maximize Attendance & Giving: Learn to leverage high-traffic periods to attract new parishioners and boost financial contributions.
2) Cultivate a Welcoming Atmosphere: Discover best practices for creating a warm and inviting environment for newcomers.
3) Maintain Accurate Data: Develop strategies for keeping parishioner information current, leading to stronger communication, and fundraising efforts.
10:30 am - 11:00 am Beverage Break
3rd Floor Aqua Foyer
This beverage break is made possible in part through a generous gift from EVENTIDE
11:00 am - 12:00 pm SESSION XI - CONCURRENT SESSIONS W-2
A. Macro Research 3Q24
Aqua Salon A & B Rank Dawson, CFA, FDP, Senior Vice President, Investment Strategy, Boyd Watterson (1.2 CPE, Finance - Technical)
B. Legal Advocacy on behalf of Catholic benefit plans
Eric Allen Kauk, Esq., LL.M, Founder of Catholic Benefits Law (1.2 CPE, Business Law - Technical)
C. Five Ways to Optimize Your Retirement Plan for Your Employees
Ms. Maggie Younis, Senior Consultant Relations Director, Lincoln Financial
Mr. Brian Simms, Institutional Retirement Director, Lincoln Financial
Ms. Wendy Dominguez, President and Co-Founder, Innovest Portfolio Solutions
Aqua Salon C
Aqua Salon D
(1.2 CPE, Personnel/Human Resources - Non Technical)
D. Cultivating Growth and Mission: Growth Strategies for Financial Leaders Aqua Salon E & F
12:00 noon – 1:45 pm
Mr. Mike Cusick, Sr. Director, Software, OSV
Mr. Carlos J. Proano, Bilingual Capital Campaign Consultant, OSV
Mr. Matt Adams, Sr. Account Executive, OSV
(1.2 CPE, Information Technology - Technical)
SESSION XII - MEMBERSHIP BUSINESS LUNCH WITH SPECIAL GUEST SPEAKER
Building a Level 3 Culture
Fr. Robert Spitzer, Ph.D, President of the Magis Center
(2.0 CPE, Personal Development - Non Technical)
2:00 pm - 3:00 pm
First Floor Outside, Promenade Plaza Lawn
Fr. Robert Spitzer, Ph.D presents the Four Levels of Happiness, asserting that whichever level dominates our lives will dictate our actions and determine the depth and endurance of our happiness. Incorporating examples from science, philosophy, psychology, and everyday life, Spitzer engagingly lays out achievable ways to ascend the ladder of happiness and find the fulfillment of all your desires. This presentation will explore how to create a level three culture in your office and on your team, positioning everyone to aspire to the ultimate stage: a level four culture
Learning Objectives: By the end of the program the participants will:
1) Be able to identify all four levels of the happiness scale.
2) Use science and the transcendent to advance upward on the happiness scale.
3) Transmit Fr. Spitzer's principles into strengthening your corporate culture.
SESSION XIII - GENERAL SESSION
Grand Legal Strategy for Defending the Church
4th Floor
Paul M. Jonna, Esq., Partner at LiMandri & Jonna LLP and Special Counsel for Thomas More Society
(1.2 CPE, Business Law - Technical)
Paul Jonna is at the front lines of the multi-theatre legal fight to safeguard religious liberty. Paul has won many high-profile religious liberty cases – in the trial courts, courts of appeal, and even the U.S. Supreme Court – including 9 consecutive wins against the State of California. Paul and his team have repeatedly vindicated the rights of people of faith, and faith-based institutions, to work and live without caving to the illegal and immoral demands of government actors and large organizations. In this presentation, Paul will provide a high-level overview of legal efforts to defend religious liberty and faith based institutions in today’s complex world.
Learning Objectives: By the end of the program the participants will:
1) Understand efforts to defend religious liberty in the courts.
2) Understand legal protections for religious liberty.
3:00
3) Understand threats to religious liberty.
This session is made possible in part through a generous gift from Catholic Benefits Law
Seasons Change: The Catholic Work Ethic in Times of Disruption
Dr. Paul Voss, President of Ethikos
(1.2 CPE, Behavioral Ethics - Non Technical)
This session explores the concept of "excellence" from a philosophical point of view, examining both "what we do" (the resume virtues) and "how we do it" (the eulogy virtues").
Learning Objectives: By the end of the program the participants will:
1) Define the concept of "excellence" with precision
2) Understand the two types of virtue that comprise "excellence"
3) Take an inventory of current "skills sets"
4) Consider what "skills sets" might be required in 2025
5) Formulate a 1-3-5 year plan of excellence.
This session is made possible in part through a
at The Catholic University of America
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NASBA APPROVES DFMC AS CPE SPONSOR
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.
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 20.6 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).
FEATURED 2024 SPEAKERS
BISHOP MICHAEL PHAM - Session I - WELCOME & KEYNOTE ADDRESS
Bishop Michael Pham fled Vietnam as a 13-year old refugee in 1980, accompanied by his older sister and a younger brother, arriving first at a refugee camp in Malaysia, before being sponsored a year later in 1981 by an American family and relocating to Blue Earth, MN. A few months later, another sister came to live with them and in 1983 the remainder of his family – four more siblings and his parents – arrived in Minnesota. His family moved to San Diego in 1985.
He finished high school at San Diego High and entered San Diego State as an Engineering major before convincing his family that the call he felt to enter the priesthood was too strong to ignore, transferring to St. Francis Seminary at the University of San Diego. He completed his seminary training at St. Patrick’s Seminary in Menlo Park and was ordained a priest of the Diocese of San Diego in 1999. Bishop Pham strengthened the cultural communities found in the Diocese, which have roots from Africa to Vietnam — and shared them with the larger Catholic community. He served as Episcopal Vicar of the Office of Ethnic and Intercultural Communities. He launched the first-ever Pentecost Mass for All Peoples, which has come to attract more than 2,000 faithful annually.
Pope Francis appointed him an Auxiliary Bishop in San Diego on June 6, 2023 and he was formally consecrated on September 28, 2023. His responsibilities include service as Vicar for Clergy.
MS. JENNIFER HUBBARD - Session II - GENERAL SESSION
Jenny Hubbard offers her hard-won wisdom and example of standing strong in the struggle to audiences across the country. Jenny’s daughter Catherine was one of the 1st grade victims lost in the 2012 tragedy at Sandy Hook Elementary.
Jenny is President and CEO of the Catherine Violet Hubbard Animal Sanctuary. Under Jenny’s leadership the sanctuary has become a national model for building human empathy. Jenny is also a writer and author. Her book, Finding Sanctuary, was named 2022’s #1 Memoir by Catholic Associated Media. Jenny is a regular contributor to Magnificat and Aletetia and whose sanctuary blog attracts over 25,000 readers. She is the recipient of three Catholic Press Association awards and whose participation in faith-based and mainstream media projects focused on suffering, forgiveness and healing have reached EWTN, BBC and national audiences.
Jenny is a graduate of Randolph-Macon Woman’s College, where she received her Bachelor of Arts in Art History and Communications and was awarded the Alumni Achievement Award in 2021.
MR. JARRETT KOLTHOFF - Session III - GENERAL SESSION
Jarrett Kolthoff, former cyber counterintelligence agent, Head of Cyber at ZRS, President of SpearTip, and certified security professional. Jarrett brings a unique background to delivering 24/7 Security monitoring and incident response capabilities to enhance the security of client organizations.
In 2023, SpearTip was acquired by Zurich Holding Company of America, a subsidiary of Zurich Insurance Group. The operation Jarrett and his team built at SpearTip strongly complements Zurich’s cyber risk mitigation services, supporting the demand to provide more robust cybersecurity offerings to clients. Jarrett accepted the role of Head of Cyber at Zurich Resilience Solutions.
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).
Jarrett sheds light on how each employee, application, or technical tool in your organization presents an opportunity for threat actors
MR. SIMON THOMPSON - MONDAY SESSIONS IV & V - A
Simon Thompson is the General Manager of the Catholic Diocese of Christchurch, New Zealand and has a background in Economics and Finance. Simon's proven leadership, experience and ability to foster and develop relationships have enabled him to manage complex projects. None more so than the Christchurch rebuild.
Following the devastating Christchurch earthquake of February 2011, Simon spent eight years working for the Earthquake Recovery Authority before becoming General Manager of the Catholic Diocese of Christchurch. The 6.3 Magnitude earthquake was one of the greatest-ever `Peak Ground Acceleration' events recorded in the world and was followed by over 11,000 aftershocks. A total of 35 churches were significantly damaged; 13 churches were closed and have either been demolished or are awaiting demolition, the Cathedral has been demolished and in addition, two schools were permanently demolished.
The Christchurch story is a case study for preparing for disaster recovery, rebuilding after a natural disaster, human resilience and the unique opportunity to rebuild and renew parish life.
FEATURED 2024 SPEAKERS
MR. PAUL TIMM - MONDAY SESSIONS IV & V - B
Paul Timm, Director of Education Safety at Allegion, is a board-certified Physical Security Professional (PSP). He is the author of “School Security: How to Build and Strengthen a School Safety Program” and the host of “The Changing Face of School Security” podcast. Paul was named one of the Most Influential People in Security in 2020 by Security Magazine.
In addition to having conducted more than 2,000 vulnerability assessments and his frequent keynote addresses, Paul is an experienced School Crisis Assistance Team volunteer through the National Organization for Victims Assistance (NOVA). He serves on the Campus Safety Conferences Advisory Board, the Advisory Council for the Partner Alliance for Safer Schools, the ASIS International School Safety and Security Community, and the Illinois Association of School Business Officials Risk Management Committee.
Paul is certified in Vulnerability Assessment Methodology (VAM) through Sandia National Laboratories and the ALPHA vulnerability assessment methodology. Paul holds a Master of Arts in Biblical Studies from Moody Theological Seminary.
MONSIGNOR C. MICHAEL PADAZINSKI - MONDAY SESSIONS IV & V - C
Monsignor C. Michael Padazinski is a Roman Catholic priest incardinated in the Archdiocese of San Francisco. He currently serves as Chancellor of the Archdiocese. His primary ministry involves the handling of clergy cases and issues in light of the USCCB Charter for the Protection of Children and Young People and the implementation of the Essential Norms which received recognito from the Holy See on December 8, 2002. He was ordained to the priesthood on April 9, 1988.
Monsignor Padazinski graduated from Saint Patrick Seminary & University, Menlo Park, CA in 1987. In 1995, he was sent for graduate studies at the Pontifical University of Saint Thomas Aquinas in Rome where he earned a license in Canon Law in 1997 and a doctorate in Canon Law in 1999. The topic of his doctoral dissertation was timely: Loss of the Clerical State: A Penalty or Rescript?
In 2019 Monsignor Padazinski was elected Vice President/President of the Canon Law Society of America. He has presented at regional and national conventions of the Society and is a lecturer of canon law at the Catholic University of America.
In addition to Monsignor Padazinski’s duties at the chancery office of the Archdiocese and his continuing service to the Canon Law Society of America, he also serves as Pastor of Saint Parish, Larkspur, CA.
Monsignor served as a reserve chaplain in the United States Air Force. He was last assigned to Headquarters, Joint Base Pearl HarborHickam in Honolulu, Hawaii and was responsible to the Command Chaplain for the entire Pacific region. He retired from the Air Force in 2018 after 33 years of service with the rank of Colonel.
MONSIGNOR JAMES PATRICK SHEA - TUESDAY GENERAL SESSION VI
Monsignor James Patrick Shea serves as president of the University of Mary. Monsignor Shea was inaugurated in 2009 as the sixth president of the university and, at the age of 34, became the youngest college or university president in the United States. He succeeded Sister Thomas Welder, who had served as president for 31 years. The oldest of eight children, Monsignor Shea grew up on a dairy and grain farm near Hazelton, North Dakota, just 38 miles from the University of Mary’s main campus. He began his undergraduate work at Jamestown College, majoring in English and history. He then entered the seminary for the Diocese of Bismarck, earning a bachelor’s degree and a pontifical master’s degree (licentiate) in philosophy at the Catholic University of America in Washington, D.C. He studied classical Greek at the University of Texas at Austin and continued at the Vatican’s North American College, studying theology at the Gregorian and Lateran universities in Rome. He has studied management at the University of Chicago’s Graduate School of Business and is also an alumnus of the Institutes for Higher Education at the Graduate School of Education, Harvard University.
Monsignor Shea served with Mother Teresa’s Missionaries of Charity at the Gift of Peace AIDS Hospice while teaching religion at two inner-city schools in Washington, D.C. In Rome, he served as chaplain for the Bambino Gesù (Bam-bee-no Jay-soo) Children’s Hospital and also at the Rome campus of the Center for Catholic Studies at the University of Saint Thomas. In 2002, he returned to North Dakota and served as an associate pastor in Bismarck and Mandan. During that time, he was also the chaplain and a teacher at Saint Mary’s Central High School in Bismarck. He then served as pastor to parishes in Killdeer and Halliday (North Dakota), while teaching at Trinity High School in Dickinson.
Monsignor Shea serves on the Boards of Directors for Saint John Vianney Seminary in Denver, Relevant Radio, the Association of Benedictine Colleges and Universities, and the Northern Sun Conference of the NCAA. He has been a member of the National Advisory Council to the United States Conference of Catholic Bishops. For the State of North Dakota, he has served on the Governor’s Commission on Education Improvement and the Attorney General’s Task Force on Human Trafficking. Monsignor served as chairman of the Catholic Identity Committee on the Board of Directors for FOCUS: the Fellowship of Catholic University Students, and he is a Knight Commander of the Holy Sepulchre of Jerusalem. Deeply committed to the education and formation of young people, Monsignor Shea is a priest of the Diocese of Bismarck.
FEATURED 2024 SPEAKERS
DR. KELLY RICHMOND POPE - TUESDAY GENERAL SESSION VII
Kelly Richmond Pope is the Dr. Barry Jay Epstein Endowed Professor of Forensic Accounting at DePaul University in Chicago, IL. Pope is a nationally recognized expert in risk, forensic accounting, and white-collar crime research, and an award-winning educator, researcher, author, and award-winning documentary filmmaker. Pope teaches managerial and forensic accounting both at the undergraduate and graduate level.
In 2020, the AICPA and the CPA Practice Advisor named Dr. Pope among the top 25 most powerful women in accounting. Her area of expertise lies in understanding and identifying financial fraud risk within financial statements, assessing corporate culture and compliance systems designed to confront internal control challenges. Pope's research on executive misconduct culminated in directing and producing the award-winning documentary, All the Queen's Horses which explores the largest municipal fraud in U.S. history. Pope’s TED Talk entitled "How Whistle-blowers Shape History” has been viewed over 1.6 million times, translated into 20 languages, and serves as a resource to help organizations and individuals embrace internal whistleblowing.
Pope currently serves on the board of directors for the Greater Chicago Food Depository (GCFD) and chairs its audit committee. Pope is a former director and finance committee chair for Mercy Hospital & Medical Center, former director of the Illinois CPA Society, and former member of the governing council for American Institute of Certified Public Accountants (AICPA).
Pope is a frequent international speaker to numerous corporations, nonprofits, and government agencies. Pope has appeared on news outlets such as CNBC, the BBC, and WGN-TV offering commentary on fraud, risk, and ethics. Additionally, Pope has appeared in publications such as Bloomberg, The Wall Street Journal, CFO Drive, Accounting Today, Forbes, The Washington Post, and The Daily Beast discussing fraud and the need for sound internal controls. Pope has earned her Bachelor of Science in accounting from North Carolina A&T State University and her master’s in accountancy and doctorate in accounting from Virginia Tech. Pope resides in the Chicagoland area.
MR. NATHAN MUELLER - TUESDAY GENERAL SESSION VII
Nathan Mueller holds a B.A. in Accounting from Gustavus Adolphus College and was a licensed CPA from 20022010. He has over 13 years of public accounting experience and 15 years of corporate accounting experience with a focus on financial reporting, cash processing, tax, and accounting controls.
After the reinsurance company Nathan worked for was purchased by ING for $6 billion, he played a key role in transitioning its operations onto ING’s enterprise resource planning system. Enabled by lax controls and unchecked authority to distribute funds, Nathan began embezzling money to pay off personal debt. What started as a $1,100 check to a credit card, spiraled into an $8.5 million fraud over the next four years. It was only a co-worker’s suspicions that brought the fraud to an end. After being caught, he pleaded guilty and was sentenced to 97 months in federal prison. He was released in September of 2014.
While serving his sentence, Nathan delivered over 60 speeches to a broad spectrum of groups & organizations including college classes, businesses, business organizations and non-profits. Since his release from prison in 2014 he has become a soughtafter speaker for Fraud and Ethics presentations for diverse and notable organizations across the United States. His most noteworthy presentation to date was the keynote speech at the ACFE Global Fraud Conference 2015 in Baltimore with upwards of 3,000 attendees. Nathan has spoken for several governmental agencies including the FBI, the FDIC, the FFIEC and the Federal Reserve Bank. Nathan has done fraud awareness presentations for Best Buy, General Mills, and Nationwide Insurance to name a few. He also speaks frequently for many organizations including the IIA, ACFE, IMA, HFMA, IASA, ISACA, ACAMS and state CPA societies.
Speaking and training are not the only avenues Nathan has pursued to bring fraud and ethics awareness to all industries. He also co-authored "Lessons From An $8 Million Fraud" in the Journal of Accountancy which won the prestigious Lawler Award as the article of the year for 2015.
MR. CHRIS LUKACH - TUESDAY SESSIONS VIII & IX - A
Chris Lukach is CEO of AKCG - Public Relations Counselors, a national public relations consultancy with deep experience in crisis and issue preparedness. As CEO, Chris heads the AKCG issues and crisis communications practice.
He has been instrumental in developing issues and crisis communications plans and consulting with the firm's diocesan clients on sensitive and pivotal matters. A frequent lecturer and author on a range of topics, Chris also leads the firm's spokesperson training team.
Chris is a magna cum laude graduate of Rowan University, where he received a Bachelor of Arts degree in communications with a specialization in public relations. In 2018, he was named the university's "Distinguished Alumnus." He is accredited in public relations by the Public Relations Society of America, and serves on the board of directors of WHYY, Inc., the Philadelphia region's leading public media affiliate.
FEATURED 2024 SPEAKERS
MR. EDWARD SCHNITZER - TUESDAY SESSIONS VIII & IX - B
Edward Schnitzer is a partner in the New York office of Womble Bond Dickinson (US) LLP, a 1,000+ attorney international law firm with offices across the United States. He focuses his practice on bankruptcy, restructuring, and creditors' rights. He has experience representing unsecured creditor committees, litigation and liquidation trustees, debtors, banks, equity committees, and creditors in all aspects of bankruptcy practice, with a particular focus on bankruptcy litigation. Ed represents an insurer in Catholic Diocesan bankruptcies in California, New York, New Jersey, and Pennsylvania and has previously presented on why dioceses file bankruptcy, the players and process in the bankruptcies, and the potential end results.
Ed is a court-approved mediator in the U.S. Bankruptcy Courts for the District of Delaware and the Southern and Eastern Districts of New York. He serves as the co-chair of the American Bankruptcy Institute’s Mediation Committee and frequently writes on bankruptcy mediation. Ed is also a member of the New York City Bar Association’s Pro Bono Bankruptcy Panel and has represented individuals in need of pro bono assistance in bankruptcy adversary proceedings. Ed obtained his bachelor of arts from the University of Pennsylvania as a mathematics and economics major. Upon graduating from Columbia University Law School, Ed served as an Assistant District Attorney in the Bronx, where he briefed and argued appeals before the Appellate Division, New York Court of Appeals, Southern District of New York, and Second Circuit, as well as tried several cases and assisted with the prosecution of a first-degree murder. He then joined the Enforcement Division of the Securities & Exchange Commission, where he investigated violations of the Federal Securities Laws, before he went into private practice.
MR. TOM PAGANO - TUESDAY SESSIONS VIII & IX - C
Tom Pagano is co-founder and President of Mission Advantage Recruiting. Mission Advantage is an executive search and recruiting firm that serves mission-based, primarily Catholic, organizations. Its vision is to elevate and strengthen important organizations by recruiting high-level, mission-aligned talent for key positions.
Tom is a graduate of Franciscan University of Steubenville, where he earned a bachelor’s degree in finance and theology. He spent 8 years working in philanthropy for Catholic nonprofits, including the Augustine Institute and Archdiocese of Newark, before pivoting to philanthropic consulting and executive search.
Tom currently resides in New Jersey with his wife, Megan, and their four children. He enjoys sports, exercise, playing golf, reading, being active in his parish, and quality time with family and friends.
MR. RANK O. DAWSON III - WEDNESDAY SESSIONS X & XI - A
Rank O. Dawson III is responsible for monitoring economic and investment market data to help inform the investment team on the current stage of the credit and profit cycle. This information is used in the investment decision making process to determine the type and amount of risk to take in portfolios. Further, Rank assists the Marketing team in the development of the weekly blog posts which provide insight into the company’s current views on the economy and investment markets.
Since joining Boyd Watterson in April of 2016, Rank has worked to foster a data driven approach to analyzing the economy and financial markets and incorporating this into the investment process.
• MBA from Xavier University
• BA in Finance from the University of Dayton
• CFA Charter Holder
• Advocay Chair of CFA Society Cleveland FDP Charter Holder
• Member of Kent State University Finance Department Advisory Board
• Urban Land Institute Cleveland, Co-Chair of Membership and Sponsorship Committee
• Urban Land Institute Cleveland, Member of Programming Committee
• Mentor for Case Western Masters in Business Analytics Program
FEATURED 2024 SPEAKERS
MR. ERIC ALLEN KAUK, ESQ., LL.M - WEDNESDAY SESSIONS X & XI - B
For more than 15 years Eric Allen Kauk has helped diocesan CFOs and finance officers become heroes by providing practical tax & benefits solutions that can be implemented in the most challenging diocesan settings, with minimal disruption.
Mr. Kauk holds a bachelor's degree in Accounting, Master's of Accountancy, a Law degree, and an advanced Law degree (LL.M.) in Tax & Benefits from Georgetown University. He holds numerous certifications and designations in ERISA, Church benefit plans, and compliance. Mr Kauk is a regular contributor to the Harvard Law & Policy Review, has been published in scholarly law reviews and journals numerous times. He has presented at conferences and trade meetings for more than a decade and works hard to make his presentations fun and memorable. Mr. Kauk is the founder of Catholic Benefits Law, the official benefits counsel advising both the Catholic Benefits Association and the National Catholic Bioethics Center.
Having advised dioceses and Archdioceses across the country on Healthcare trusts, self-funded health plans, employee lawsuits, priest pensions, bankruptcy issues, how to manage new laws and federal regulations, and helping dioceses file more than $130M in ERTC claims, Mr. Kauk has faced myriad challenges, won hundreds of tax & benefits battles, and proactively prevented thousands of problems for Diocesan CFOs.
MR. BRIAN SIMMS - WEDNESDAY SESSIONS X & XI - C
Brian Simms brings an innovative problem-solving perspective to retirement services by obtaining a deep understanding of the plan sponsor’s goals and priorities and providing technological and human resource solutions to achieve better retirement outcomes for their employees. He is an accomplished professional with a demonstrated history of working in the financial services industry and a proven sales leader in stable value investments and 457, 403(b), and 401(k) retirement plans. He holds a BS from Arizona State University and MA from University of Colorado at Boulder. He lives with his wife and two children in Erie, CO and possesses FINRA 6, 63, 26 and Colorado state insurance licenses.
MS. WENDY DOMINGUEZ - WEDNESDAY SESSIONS X & XI - C
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.
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 2024 SPEAKERS
MS. MAGGIE YOUNIS - WEDNESDAY SESSION X & XI C
Maggie Younis is VP, Head of Consultant Relations at Lincoln Financial Group. She joined Lincoln in 2010 and has over 20 years of industry experience. Maggie holds a bachelor’s degree in economics from DePauw University. She has earned the Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), Qualified 401(k) Administrator (QKA) and Tax-Exempt & Governmental Plan Consultant (TGPC) designations from the American Society of Pension Professionals & Actuaries (ASPPA) and the Accredited Pension Administrator (APA) and Accredited Pension Representative (APR) designations from the National Institute of Pension Administrators (NIPA). She also earned the Enrolled Retirement Plan Agent (ERPA) designation from the IRS. Maggie served on NIPA’s Annual Forum and Expo Conference Planning Committee from 2011 – 2019 and was awarded the Outstanding Volunteer in 2015. Maggie was awarded ASPPA’s Educator of the Year in 2018.
MR. MIKE CUSICK - WEDNESDAY SESSIONS X & XI - D
Mike joined OSV in 2022 as the Senior Director of Digital Sales. He was the former President and CEO of Mission Pathways, where they helped parishes build engaged, joy-filled disciples with their software tool: The Mission Suite. Previously he was the Vice President of Sales & Marketing for ParishSOFT, leading teams in serving more than 9,000 Catholic churches in 173 arch/dioceses over 14 years with parish and diocesan software solutions.
Mike holds a Degree in Accounting and a Master's in Business Administration. He is passionate about evangelization and discipleship and is very active in their church with missional and educational activities. He and his wife, Susan, have three children and four grandchildren. He is thankful that OSV's rich history of serving and championing the Catholic Church will provide unique opportunities to help parishes grow using our software tools.
MR. CARLOS J. PROAÑO - WEDNESDAY SESSIONS X & XI - D
Carlos J. Proaño is the Bilingual Campaign Executive for OSV, Our Sunday Visitor. He is passionate about helping parishes promote Stewardship and specializes in supporting parishes with multicultural communities. Carlos has been with OSV for over 3 years and is dedicated to OSV’s mission to Champion the Catholic Church.
MR. MATT ADAMS - WEDNESDAY SESSIONS X & XI - D
Matt Adams is a strategic consultant with over 20 years of experience in industries like technology, Fortune 500 and nonprofit management. I'm a lifelong learner with a passion for acquiring knowledge to improve anything, which gives him a unique perspective on problem-solving. If your a Working Genius fan, he is an ID (Invention/Discernment), The Discriminating Ideator.
My expertise in strategic consultation and lean manufacturing has enabled me to deliver effective and efficient solutions in various industries. He has led teams at OSV, creating hundreds of millions of envelopes and raising millions of dollars for parish and diocese campaigns. He has also fostered a collaborative environment that brings ideas to life, thereby making him a valuable asset in the industry.
Currently, Matt is focusing on parish and diocese increased offertory and appeal strategies. He is based in the Indianapolis, Indiana area.
FEATURED 2024 SPEAKERS
FR. ROBERT SPITZER, PH.D - WEDNESDAY SESSION XII
Born in Honolulu, Hawaii on May 16, 1952, Fr. Robert Spitzer is a Catholic Priest in the Jesuit order, and is currently the President of the Magis Center of Reason and Faith (www.magiscenter.com) and the Spitzer Center for Catholic Organizations (www.spitzercenter.org). He is also the Chief Educational Officer for the Ethics and Performance Institute (www.learnepi.com). The Magis Center produces documentaries, books, high school curricula, college courses, adult-education curricula, and new media materials to show the close connection between faith and reason in contemporary astrophysics, philosophy, and historical study of the New Testament. The Spitzer Center produces facilitated curricula to strengthen culture, faith, and spirit in Catholic organizations for the new evangelization. EPI (Ethics and Performance Institute) produces web-based education to corporations on personal efficacy, organizational culture, leadership, and ethics.
He was President of Gonzaga University from 1998 to 2009. During that time, he significantly increased the programs and curricula in faith, ethics, service, and leadership, and led the efforts to build 20 new facilities, increased the student population by 75%, and raised more than $200 million for scholarships and capital projects.
He has made multiple media appearances including: Larry King Live (debating Stephen Hawking, Leonard Mlodinow, and Deepak Chopra on God and modern physics); and the Today Show (debating on the topic of active euthanasia).
He has also written an online Encyclopedia of Reason and Faith which responds to questions about the evidence for God, Creation, and the transmateriality of human consciousness and questions concerning the historicity of Jesus. He has given hundreds of presentations to universities, learned societies, professional societies, corporations, non-profit organizations, and government agencies both nationally and internationally (including members of Tony Blair’s Cabinet in London, officials of the Russian Orthodox Church in Russia, both sides of the conflict in Northern Ireland, government officials in El Salvador, as well as international universities, corporations, and Catholic organizations).
Fr. Spitzer has had a rewarding career in teaching. He was Assistant Professor of Philosophy at Georgetown University where he won the Edward T. Bunn Award for most outstanding professor at the University (1989). He was Associate Professor of Philosophy and visiting Professor of Business at Seattle University where he won the award for most outstanding professor in the College of Arts and Sciences (1997) and held the The Frank Shrontz Chair of Professional Ethics (1997-98). While President of Gonzaga University he held the John Aram Chair of Business Ethics (1999-2000) and was awarded the University’s highest honor, the Desmet Medal (2009).
His academic specialties are (1) Philosophy of Science, particularly space-time theory and transcendent implications of contemporary big bang cosmology, (2) metaphysics, particularly the theory of time and philosophy of God, and (3) organizational ethics and its relationship to personal and cultural transformation. He has also studied leadership, historical exegesis of the New Testament, life issues, and philosophy of culture.
He founded seven major national institutes: Magis Center of Reason and Faith in Irvine, CA; Ethics and Performance Institute in Coeur d’Alene, ID; Spitzer Center for Catholic Organizations in Ann Arbor, MI; Colleagues in Jesuit Business Education bringing together 24 Jesuit Universities throughout the United States; Healing the Culture in Seattle, WA; University Faculty for Life at Georgetown University; and Philosophical Foundations of Physics at Georgetown University.
He has been a member of several Boards of Directors and Trustees, including: Gonzaga University, Seattle University, National Association of Independent Colleges and Universities (NAICU), The Association of Jesuit Colleges and Universities (AJCU), The Spokane Chamber of Commerce, The Inland Northwest Blood Center, NEXT IT, as well as an officer on the Boards of the Institutes he founded. He is the co-founder and President of the Napa Institute.
He has produced seven television series for EWTN: Healing the Culture, The Spirit of Catholic Leadership, Suffering and the Love of God, Finding God through Faith and Reason, Five Pillars of the Spiritual Life, Jesus-Emmanuel, and The Heavens Proclaim the Glory of God. Fr. Spitzer is the author of eighteen books, the most recent of which: The Four Levels of Happiness: Your Path to Personal Flourishing was published in May 2024.
MR. PAUL M. JONNA, ESQ. - WEDNESDAY SESSION XIII
Paul Jonna is at the front lines of the multi-theatre legal fight to safeguard religious liberty. He works to resist attempts to interfere with Catholic institutions' independence and capacity to operate in morally congruent ways. In this presentation, Paul will provide a high-level overview of legal efforts to defend religious liberty and Catholic institutions in today's complex world.
FEATURED 2024 SPEAKERS
DR. PAUL VOSS - WEDNESDAY SESSION XIV
Dr. Paul J. Voss is President of Ethikos (a consultancy specializing in culture, leadership, and executive coaching) and an Associate Professor at Georgia State University. A gifted public speaker and award-winning teacher, Dr. Voss offers courses on Shakespeare, Dante, Business Ethics, Renaissance Literature, and the History of the Book. He publishes on a wide variety of topics (for both academic audiences and for the popular press) and regularly appears on television and radio programs. He was recently profiled in the Wall Street Journal.
His work on leadership, culture, business ethics, coaching, public speaking, and corporate stewardship builds on 2500 years of intellectual history. His dynamic seminars, coupled with a compelling and thought-provoking curriculum, receive among the highest evaluations in the industry.
His clients include the FBI, Cox Communications, Manheim Automotive, General Electric Energy, McKesson, Mizuno, Chick-Fil-A, Chubb Insurance, Foot Locker, FedEx, the National Institute of Health, and many others.
In March 2019, he addressed the Executive Session at the NATO Supreme Command Headquarters (Special Forces) in Belgium. It is believed he is the first professor of literature ever invited to address NATO.
Professor Voss and his wife Mary have five children and live in suburban Atlanta.
2024 REVIEWERS
MR. ROLLA "MAC" BRYANT
Finance Officer & Secretary of Temporalities
Diocese of Manchester
MS. CECILIA COLBERT, CPA, MBA
Chief Financial Officer
Diocese of Dallas
MR. JOHN MATTHEW KNOWLES, JD
Executive Director of the Diocesan Fiscal Management Conference (DFMC)
MS. CARLA MILLS, CPA, MBA
Chief Financial Officer
Achdiocese of Kansas City in Kansas
MR. JORGE MONTENEGRO
Chief Financial Officer of the Diocese of San Bernardino
MS. SHIRLEY PAJANOR
Chief Financial Officer for the Diocese of San Diego
MR. KEITH PARSONS
Chief Operating Officer for the Archdiocese of Denver
MS. DEBBIE SWISHER, CPA, CDFM, CGMA
Chief Financial Officer of the Catholic Diocese of Lexington
MS. JO WILLHITE, MBA
Chief Administrative Officer of the Archdiocese of Portland in Oregon
SUNDAY MASS OPTIONS AT LOCAL PARISHES
1.5 MILES FROM SAN DIEGO HILTON BAYFRONT
ST. JOSEPH CATHEDRAL 1535 3rd Ave. • San Diego
Sunday Mass at: 8:00 AM and 10:00 AM
OUR LADY OF THE ROSARY CHURCH 1668 State St. • San Diego
Sunday Mass at: 7:30 AM, 9:00 AM and 10:30 AM
PROMENADE LEVEL 1ST FLOOR
AQUA LEVEL 3RD FLOOR
SAPPHIRE LEVEL 4TH FLOOR
COBALT LEVEL 5TH FLOOR
Aplos Software
Ave Maria Mutual Funds
Beacon Pointe Advisors
Benefit
BOK
EXHIBIT HALL FLOOR PLAN
ClearPoint
Dana Investment Advisors
Diocesan Financial Partners
S311 F.L.Putnam Investment Management Co.
CDFM online prep courses are available for all 16 test areas!
These are excellent courses that will help you succeed on the exam.
The deadline to register for the exam is October 2nd, 2024.
The Certified Diocesan Fiscal Manager credential represents the pinnacle qualification for a diocesan financial executive.
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.
Join those DFMC colleagues who have successfully achieved this professional certification by submitting your application to sit for the CDFM examination to the DFMC National Office by October 2, 2024.
EXHIBITOR INFORMATION
ACS Technologies - Booth 307
Mr. Brian Ellerbach Diocesan Partner in Ministry 180 Dunbarton Dr. Florence, SC 29501 563-581-4067 brianel@acst.com
ADP, Inc. - Booth 114
Mr. Bill Kramer Strategy Manager 1000 GSK Dr. Coraopolis, PA 15108 412-758-8643 bill.kramer@ADP.com
Amazon Business - GOLD 104
Mr. Matthew Pandolfo Sr. Account Executive 55 Pier 4 Blvd. Boston, MA 02210 281-982-4182 mattypan@amazon.com
Aplos Software - Booth 116
Mr. Jeremy Covert Director of Strategic Partnerships 487 W. Shave Ave. Fresno, CA 93704 559-724-3935 jeremy@aplos.com
Augustine Asset Management - Booth 313
Mr. Jeffrey Bernardo, CFA CEO 1551 Atlantic Blvd., Ste. 301 Jacksonville, FL 32207 904-226-9571 jbernardo@augustineasset.com
Ave Maria Mutual Funds - Booth 314
Mr. Michael Schwartz Executive Vice President 801 West Ann Arbor Trail, Ste. 244 Plymouth, MI 48170 800-449-9240 michael@schwartzinvest.com
Beacon Pointe Advisors - Booth 222
Mr. Mitchell Hughes, MBA, CFA Level II Senior Institutional Consultant 24 Corporate Plaza, Ste. 150 Newport Beach, CA 92660 949-478-7423 mhughes@beaconpointe.com
Benefit Allocation Systems, LLC - GOLD 304
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 306
Mr. Michael Lucci, Jr. Director Institutional Services 700 Forest Ave. Birmingham, MI 48009 248-745-1700 mlucci@bloomfieldcapital.com
Bob McCloskey Insurance - Booth 110
Mr. Matthew Deeb Vice President of Sales & Operations 1100 Campus Dr. West Morganville, NJ 07751 800-445-3126 mattd@bobmccloskey.com
BOK Financial - Booth 125
Mr. Blake Bienemann SVP, Institutional Wealth 1600 Broadway, Ste. 2600 Denver, CO 80202 303-863-4473 bbienemann@bokf.com
Boyd Watterson Asset Management - PLATINUM 100
Mr. Timothy Hyland President, National Dir. of Sales & Marketing 1301 East 9th St., Ste. 2900 Cleveland, OH 44114 216-771-3294 thyland@boydwatterson.com
Breckinridge Capital Advisors - GOLD 206
Mr. James Spidle Director of Strategic Partnerships 125 High St. Boston, MA 02110 617-757-0153 jspidle@breckinridge.com
CAPTRUST - GOLD 305
Mr. Stephen Schott Principal | Director 1801 NE 123rd St., #314-320 North Miami, FL 33181 305-892-0420 stephen.schott@captrust.com
Catholic Benefits Law - PLATINUM 201
Mr. Eric Allen Kauk, Esq. LL.M Managing Attorney 503 E Jackson St. #202 Tampa, FL 33602 813-203-0208 eric.kauk@catholicbenefitslaw.com
Catholic Funeral and Cemetery Services - Booth 223
Mr. Robert Seelig Chief Executive Officer 2121 Harrison St., Ste. 200 Oakland, CA 94612 510-206-5044 rseelig@cfcsmission.org
Catholic Investment Services - Booth 211
Mr. Michael Nagy Managing Director 200 State St., 13th Floor Boston, MA 02109 312-493-8654 mnagy@catholicinvest.org
Catholic Mutual Group - Booth 224
Mr. Paul Peterson President & CEO 10843 Old Mill Rd. Omaha, NE 68154 800-228-6108 ppeterson@catholicmutual.org
EXHIBITOR INFORMATION
Catholic Order of Foresters - Booth 323
Mr. Michael Deering
Vice President Investments 355 Shuman Blvd. Naperville, IL 60563 331-229-5622
mdeering@catholicforester.org
Catholic Purchasing Services - Booth 308
Ms. Mary O'Hara CEO
580 Washington St., Ste. A Newton, MA 02458 800-237-4125 mary@catholicpurchasing.org
CBIS - GOLD 202
Ms. Abagail Ford-Stille Director - Marketing 125 S. Wacker Dr., Ste. 2400 Chicago, IL 60606 312-803-4714 aford-stille@cbisonline.com
Checkwriters - Booth 213
Mr. Jake Hebert
Account Executive 46 Round Hill Rd. Northampton, MA 01060 888-243-2555
jake.hebert@checkwriters.com
Christian Brothers Services - GOLD 300
Mr. Matt Dent
Senior Relationship Manager 1205 Windham Pkwy. Romeoville, IL 60446 630-378-3016 matt.dent@cbservices.org
CLA - GOLD 205
Mr. Alex Hengel Principal 9766 Fallon Ave., Ste. 106 Monticello, MN 55362 763-225-6157 alex.hengel@claconnect.com
ClearPoint Federal Bank & Trust - Booth 115
Ms. Ashlee Theising President & CEO 100 Progress Dr. Batesville, IN 47006 800-763-0234 customer.service@clearpointfederal.com
Crossmark Global Investments - Booth 221
Ms. Heather Lindsey
Managing Director, Head of Distribution 15375 Memorial Dr., Ste. 200 Houston, TX 77079 281-380-1052 hlindsey@crossmarkglobal.com
Dana Investment Advisors - Booth 310
Mr. Bob Gray
Senior Vice President 18W140 Butterfield Rd., Ste. 1500 Oak Brook Terrace, IL 60181 630-450-4482 bob@danainvestment.com
DeMarche - Booth 220
Mr. Quinn Dippel, CFA Consultant 10975 Grandview Dr., Ste. 500 Overland Park, KS 66210 913-981-1352 qdippel@demarche.com
Diocesan Financial Partners - Booth 311
Mr. Peter White Advisor
111 W Washington St., Ste. 1110 Chicago, IL 60602 312-726-5016 pwhite@immaculaw.com
F.L.Putnam Investment Management Company - Booth 320
Mr. Steven Violin, CFA Principal, Managing Dir., Inv. Mgmt., Portfolio Mgr. 250 1st Ave., Ste. 301 Needham, MA 02494 781-591-8264 sviolin@flputnam.com
FACTS - Booth 212
Mr. Dan Hughes National Sales Director 121 South 13th St. Lincoln, NE 68508 401-487-0839 dhughes@factsmgt.com
Federated Hermes, Inc. - Booth 123
Mr. Luke Raffa, CFA Vice President 1001 Liberty Ave. Pittsburgh, PA 15222 407-733-5880 luke.raffa@federatedhermes.com
FEG Investment Advisors - Booth 121
Mr. Wes McKeown VP Client Development 201 East Fifth St., Ste. 1600 Cincinnati, OH 45202 513-719-5053 wmckeown@feg.com
Gabriel, Roeder, Smith & Company - Booth 108
Ms. Bonita Wurst, ASA, EA, FCA, MAAA Senior Consultant 277 Coon Rapids NW, Ste. 212 Coon Rapids, MN 55433 800-521-0498 bonnie.wurst@grsconsulting.com
Gallagher - Booth 107
Mr. Peter Persuitti Global Managing Dir., Nonprofit | Religious Practices 2850 Golf Rd. Rolling Meadows, IL 60008 630-285-3898 Peter_Persuitti@ajg.com
Graystone Consulting - GOLD 203
Mr. Jonathan Swanson Institutional Consulting Director 1080 Jordan Creek Pkwy. West Des Moines, IA 50312 515-224-5544 Jonathan.Swanson@msgraystone.com
EXHIBITOR INFORMATION
Investing for Catholics - Booth 210
Ms. Mary Brunson Co-Founder 19200 Von Karman Ave., Ste. 150 Irvine, CA 92612 949-428-0432 mary@ifa.com
Knights of Columbus Asset Advisors - Booth 225
Mr. Peter Anderson Chief Investment Officer One Columbus Plaza New Haven, CT 06510 617-348-3127 peter.anderson@kofc.org
Kroll - Booth 124
Mr. Steven Lenzi Director 1201 West Peachtree St., Ste. 1700 Atlanta, GA 30309 724-941-8744 steven.lenzi@kroll.com
Lincoln Financial Group - PLATINUM 200
Mr. Brian Simms
Asst. VP, Institutional Retirement Dir. 150 N. Radnor Chester Rd. Radnor, PA 19087 720-840-5636 brian.simms@lfg.com
Lynch Development Associates - Booth 322
Mr. Kevin T. Lynch
President 410 E. Main St. Centerport, NY 11721 631-351-1368 klynch@lynchdevelopment.com
Meta Care, Inc. - Booth 315
Mr. Jeff Fortenberry Vice President 2928 West Bay Dr. Bellair Bluffs, FL 33770 402-730-1037 jfortenberry@metacareusa.com
A division of Meta Care, Inc.
Mutual of America - Booth 208
Mr. Chris Conway, ChFC Exec. VP, Western Region 111 West Ocean Blvd., Ste. 1110 Long Beach, CA 90802 562-473-7190 chris.conway@mutualofamerica.com
My Free Pharmacy, James E. Bashaw & Co - Booth 219
Mr. Jeb Bashaw
Managing Director 5701 Woodway Dr., Ste. 330 Houston, TX 77057 713-552-0505 Jeb@jamesebashaw.com
National Investment Services - Booth 112
Mr. Norman Sidler
Principal/Managing Director 200 W. Madison St., Ste. 2900 Chicago, IL 60606 312-335-8300 nsidler@nisi.net
Nicolay Consulting Group - Booth 106
Ms. Sue Simon, ASA, MAAA, EA, FCA Vice President and Senior Actuary 231 Sansome St., Ste. 300 San Francisco, CA 94104 415-512-5300 service@nicolayconsulting.com
Notre Dame Federal Credit Union - GOLD 207
Mr. Thomas J. Gryp President & CEO P. O. Box 7878 Notre Dame, IN 46556 574-400-4601 tgryp@notredamefcu.com
Nyhart - Booth 122
Ms. Rachel Barnes, PhD, FSA, EA, MAAA Pension Actuarial Consultant 5750 Castle Creek Pkwy., Ste. 245 Indianapolis, IN 46250 317-845-3536 rachel.barnes@nyhart.com
OSV - PLATINUM 101
Mr. Jim Weigert Chief Marketing Officer 200 Noll Plaza Huntington, IN 46750 260-356-8400 jweigert@osv.com
ParishSoft by Ministry Brands - Booth 209
Mr. Michael MacKinnon
Senior VP, Catholic and Non-Profit Sales 10133 Sherrill Blvd., #120 Knoxville, TN 37932 208-880-3045 michael.mackinnon@ministrybrands.com
Prenger Solutions Group - Booth 218
Mr. Nic Prenger Founder & CEO 9810 Westchester Dr. Omaha, NE 68114 402-689-5767 nic@prengersolutions.com
Pushpay - GOLD 204
Mr. Anthony Welch Account Executive 8300 Redmond Way Redmond, WA 98052 917-993-1855 anthony.welch@pushpay.com
R360 Hosting - Booth 312
Mr. Andrew Schaeffler Director of Hosting 540 Devall Dr., Ste. 301 Auburn, AL 36832 414-455-1191 schaeffler@recur360.com
Red Cedar Investment Management - Booth 324
Mr. Michael Feldhaus
Managing Partner, Director of Sales & Marketing 1404 Vine St., 2nd Fl Cincinnati, OH 45202 513-345-4414 mfeldhaus@redcedarim.com
EXHIBITOR INFORMATION
Reta Trust - Booth 118
Mr. Robert Burnett Chief Business Development Officer 2121 N. California Blvd., Ste. 350 Walnut Creek, CA 94596 510-520-6068 rburnett@retatrust.org
Sage - GOLD 103
Ms. Nancy Master Principal Industry Marketing Manager 1715 N Brown Rd. Lawrenceville, GA 30043 714-396-3761 nancy.master@sage.com
SGIA Medicare Consulting - Booth 321
Mr. Michael Clark CEO
382 N Lemon Ave., Ste. 334 Walnut, CA 91789 480-422-2562 mclark@sgiamedicare.com
SKYLINE Cloud - QuickBooks and Sage Hosting - Booth 109
Mr. Patrick Carlile CEO 115 Rt. 46 W, Bldg. F Mountain Lakes, NJ 07046 646-759-7444 sales@skylinecloud.com
St. Joseph Financial Services - Booth 215
Mr. Jonathan Boulos CEO
1400 E Angela Blvd., #175 South Bend, IN 46617 219-779-7505 info@stjfs.org
Sylogist Ltd. - GOLD 102
Mr. Brian Perrine Business Dev. Mgr., Faith-Based Org. 10354 W. Chatfield Ave., #200 Littleton, CO 80127 312-343-8066 brian.perrine@sylogist.com
The Concord Advisory Group, Ltd. - Booth 120 Mr. Brad Stephan Managing Director 700 Alexander Park, Ste. 203 Princeton, NJ 08540 609-987-9000 bstephan@concordadvisory.com
The Matthias Group - Booth 119
Mr. Robert Smedley CEO
3000 Gulf to Bay Blvd, Ste. 302 Clearwater, FL 33765 844-628-8477 smedley@matthiasgrp.com
The Sulzer Group LLC - Booth 318
Ms. Deborah Sulzer Owner/CEO 4641 Fairfield St., Ste. D Metairie, LA 70006 504-299-3380 info@sulzergroup.com
USI Consulting Group - GOLD 105
Mr. Tom Macaluso USICG Church Plan Practice Leader 261 Madison Ave., 5th Fl New York, NY 10016 212-878-0415 thomas.macaluso@usi.com
Voya Financial - Booth 319
Mr. Kurt Ritter, AIF Consultant Relations Director 504 W. Glendale Ave. Phoenix, AZ 85021 602-625-5599 kurt.ritter@voya.com
Waldorf Risk Solutions - GOLD 302 Mr. William Waldorf Partner 24 West Carver St. Huntington, NY 11743 631-423-9500 bill@wrs1928.com
Wallick Investments, LLC - Booth 113
Mr. Daniel Wallick Managing Partner 1122 Lady St., Ste. 810 Columbia, SC 29201 803-699-9400 danwallick@wallickinvestments.com
Yousif Capital Management, LLC - Booth 214
Mr. Kevin K. Yousif, CFA President 39533 Woodward Ave., Ste. 100 Bloomfield Hills, MI 48390 248-792-6634
kyousif@yousifcapital.com
The National Catholic Risk Retention Group, Inc - Booth 111
Mr. Dennis O'Hara, ARM CEO & President 801 Warrenville Rd. Ste. 620 Lisle, IL 60532 630-598-3621 dohara@tncrrg.org
SPONSOR INFORMATION
WEDNESDAY PM BEVERAGE BREAK
Wednesday, October 2, 2024
ABS Global Investments
Chris Carmody; Partner 537 Steamboat Rd., 4th Floor Greenwich, CT 06830 586-994-1107 car@absinv.com
CONCURRENT SESSION VIII & IX C - TOM PAGANO
Tuesday, October 1, 2024
Bill
Mr. Parker Jensen; Event Coordinator 6220 America Center Dr., Ste 100 San Jose, CA 95002 650-621-7700 parker.jensen@hq.bill.com
MONDAY AM BEVERAGE BREAK
Monday, September 30, 2024 and
GENERAL SESSION VII - KELLY RICHMOND POPE
Tuesday, October 1, 2024 and
TUESDAY LUNCH, RAFFLE, CLOSING WITH EXHIBITORS
Tuesday, October 1, 2024
CapinCrouse, LLP
Mr. Brent Smith; Partner 345 Massachusetts Ave., Ste 300 Indianapolis, IN 46204 505-502-2746
bsmith@capincrouse.com
SUNDAY NEW MEMBER ORIENTATION
September 29, 2024 and
CONCURRENT SESSION VIII & IX B - EDWARD SCHNITZER
Tuesday, October 1, 2024 and
GENERAL SESSION XIII - PAUL JONNA
Wednesday, October 2, 2024
Catholic Benefits Law
Mr. Eric Allen Kauk, Esq. LL.M.; Managing Attorney 503 E Jackson St. #202 Tampa, FL 33602
813-203-0208 eric.kauk@catholicbenefitslaw.com
SUNDAY NIGHT CONFERENCE KICK-OFF RECEPTION
Sunday, September 29, 2024 CBIS
Ms. Abagail Ford-Stille; Director - Marketing 125 S Wacker Dr., Ste 2400 Chicago, IL 60606
312-803-4714
aford-stille@cbisonline.com
SUNDAY INTERNAL AUDIT FORUM
Sunday, September 29, 2024
CHECKLIGHT® Program Director, CISO
Mr. Rob S. Hegedus; CHECKLIGHT® Program Director, CISO Global 6900 E. Camelback Road, Suite 900 Scottsdale, AZ 85251
757-635-6278 rob.hegedus@ciso.inc
CONCURRENT SESSION IV & V A - SIMON THOMPSON
Monday, September 30, 2024
Crescent Payroll Solutions, Inc.
Ms. Richelle Chategnier; Senior Sales Representative 2450 Severn Ave., Ste 300 Metairie, LA 70001
504-352-5945 richelle@crescent-hr.com
MONDAY LUNCH
Monday, September 30, 2024
Diamond Hill
Ms. Kristen Johnson; Director - Client Engagement 325 John H McConnell Blvd., Ste 200 Columbus, OH 43215 614-641-2741
kjohnson@diamond-hill.com
WEDNESDAY AM BEVERAGE BREAK
Wednesday, October 2, 2024 EVENTIDE
Mr. Matt McEathron; Regional Director, Institutional Sales One International Place, Ste. 4210 Boston, MA 02110 857-263-0040 mmceathron@eventideinvestments.com
MONDAY EVENING EXHIBIT HALL RECEPTION
Monday, September 30, 2024 First Trust Portfolios L.P.
Mr. Justin Bennett; Institutional Associate 5000 Meridian Blvd., Ste 500 Franklin, TN 37067 512-481-6084 jbennett@ftportfolios.com
CONCURRENT SESSION IV & V B - PAUL TIMM
Monday, September 30, 2024
Gallagher
Mr. Peter Persuitti; Global Managing Dir., Nonprofit | Religious Practices 2850 Golf Road Rolling Meadows, IL 60008 630-285-3898 Peter_Persuitti@ajg.com
MONDAY PM BEVERAGE BREAK WITH EXHIBITORS
Monday, September 30, 2024
Grant Thornton LLP
Mr. Moises Sanchez; Partner, Audit Services, Grant Thornton LLP Principal, Grant Thornton Advisors, LLC 171 N. Clark St., Ste 200 Chicago, IL 60601 312-607-7269 moises.sanchez@us.gt.com
SPONSOR INFORMATION
TUESDAY BREAKFAST
Tuesday, October 1, 2024 Hirtle Callaghan & Co
Mr. Kristofer Kelleher; Director 300 Barr Harbor Dr. West Conshohocken, PA 19428 267-637-3877 kkelleher@hirtlecallaghan.com
TUESDAY AM BEVERAGE BREAK WITH EXHIBITORS
Tuesday, October 1, 2024 Innovest Portfolio Solutions
Mr. Rich Todd; CEO & Co-Founder 7979 East Tufts Ave., #1700 Denver, CO 80237 303-694-1900 rtodd@innovestinc.com
GENERAL SESSION VI - MSGR. JAMES P. SHEA
Tuesday, October 1, 2024
Lockton Companies
Mr. Tom May; Executive Vice President, Partner 8110 E Union Ave., Ste. 100 Denver, CO 80237 303-886-5984
Thomas.May@Lockton.com
GENERAL SESSION III - JARRETT KOLTHOFF
Monday, September 30, 2024 Logan Capital Management
Mr. Christopher P. O'Keefe, CFA; Lead Portfolio Manager 3843 West Chester Pike, Ste. 150 Newtown Square, PA 19382 610-517-1806
cpokeefe@logancapital.com
MONDAY BREAKFAST
Monday, September 30, 2024
Martus Solutions
Mr. Bill Cox; CEO 2131 Woodruff Rd., Ste 2100 #194 Greenville, SC 29607 864-671-1365 bcox@martussolutions.com
CONCURRENT SESSION VIII & IX A - CHRIS LUKACH
Tuesday, October 1, 2024
Mercer
Mrs. Elizabeth Monticelli; Principal 800 Market St., Ste. 1800 St. Louis, MO 63132 314-952-1642
elizabeth.monticelli@mercer.com
GENERAL SESSION II - JENNIFER HUBBARD
Monday, September 30, 2024
QTS Custom Payroll and HR Solutions
Mr. Breck Hansen; Director of Sales 8170 West Sahara Ave., Ste 100 Las Vegas, NV 89117 208-921-1182
breck.hansen@qtspayroll.com
DESSERT WITH EXHIBITORS/OPENING OF EXHIBIT HALL
Monday, September 30, 2024
Scout Solar
Mr. Jay Schelstrate; Vice President 1835 E. 3rd St. Tempe, AZ 85281 602-390-0497 jschelstrate@scoutsolar.com
GENERAL SESSION XIV - DR. PAUL VOSS
Wednesday, October 2, 2024
The Busch School of Business at The Catholic University of America
Dr. Daniel Svogun; Assistant Professor Finance 620 Michigan Ave., NE Maloney Hall Washington, DC 20064
202-319-5236
svogun@cua.edu
CONCURRENT SESSION IV & V CMSGR. C MICHAEL PADAZINSKI
Monday, September 30, 2024
The National Catholic Risk Retention Group
Mr. Dennis O'Hara, ARM; CEO & President 801 Warrenville Rd., Ste. 620 Lisle, IL 60532
630-598-3621 dohara@tncrrg.org
TUESDAY COFFEE RECEPTION & PASTRIES WITH EXHIBITORS
Tuesday, October 1, 2024
Voya Financial Advisors, Inc.
Ms. Miralia Pacheco; Investment Advisor Representative 1059 Tierra del Rey, Ste. J Chula Vista, CA 91910 619-216-2570
miralia.pacheco@voyafa.com
TUESDAY PM BEVERAGE BREAK
Tuesday, October 1, 2024
Waldorf Risk Solutions
Mr. William Waldorf; Partner 24 West Carver St. Huntington, NY 11743
631-423-9500 bill@wrs1928.com
OUR SPECIAL SPONSORS
DFMC NOTEPADS AND PENS
Bishops' Plan Insurance Company (BPIC)
Mr. Patrick Kelly
Chair, BPIC Board
CFO, Diocese of Youngstown 3 Main St. Ste. 330 PO Box 1687 Burlington, VT 05401/05402-1687 877-325-2742 (BPIC) info@bpicmembers.org
DFMC PHONE APP SPONSOR
Catholic Benefits Law
Mr. Eric Allen Kauk, Esq. LL.M. Managing Attorney 503 E Jackson St #202 Tampa, FL 33602 813-203-0208 eric.kauk@catholicbenefitslaw.com
Catholic Benefits Law
SPECIAL FRIENDS - CONTRIBUTOR LEVEL
DLS Financials by The Computer Department, Inc
Mr. Robert Rodgers
Director of Software Development PO Box 9231 Springfield, IL 62791 618-431-8234
RR@ComputerDepartmentInc.com
SPECIAL FRIENDS - CONTRIBUTOR LEVEL EVENTIDE
Mr. Matt McEathron
Regional Director, Institutional Sales One International Place, Ste. 4210 Boston, MA 02110 857-263-0040 mmceathron@eventideinvestments.com
SPECIAL FRIENDS - BENEFACTOR LEVEL
Graystone Consulting - The Palo Alto Group
Morgan Stanley
Mr. Tim Skelly Executive Director 800 Newport Center Dr., Ste. 500 Newport Beach, CA 92660 949-717-5324 tim.skelly@msgraystone.com
TOTE BAGS
Sylogist, Ltd.
Mr. Brian Perrine
Business Dev. Mgr., Faith-Based Org. 10354 W. Chatfield Ave., #200 Littleton, CO 80127 312-343-8066 brian.perrine@sylogist.com
PAST, PRESENT & FUTURE DFMC CONFERENCES
October 13-16, 1970
Denver Radisson Hotel
October 12-15, 1971 Tucson Skyline Country Club
October 11-13, 1972 Minneapolis Radisson South
October 15-17, 1973 Orlando Howard Johnson-South
October 21-23, 1974
Carson City Ormsby House
October 1-4, 1975 San Antonio
Hilton Palacio del Rio
October 24-27, 1976 Boston Sheraton Boston Hotel
October 5-8, 1977 Chicago Hyatt Regency
October 1-4, 1978
Kansas City, MO Alameda Plaza Hotel
October 14-17, 1979 San Francisco Holiday Inn
October 12-15, 1980 St. Petersburg Don Cesar Beach Resort
October 14-17, 1981 Dallas Fairmont
October 10-13, 1982 Memphis Hyatt Regency
October 26-29, 1983 Phoenix The Pointe Resort
October 7-10, 1984 Charleston Sheraton Charleston
October 23-26, 1985 New Orleans Royal Sonesta Hotel
September 23-26, 1986 Portland, ME Holiday Inn by Bay
October 25-28, 1987 Indianapolis Hyatt Regency
October 2-5, 1988 Monterey Monterey Sheraton
October 8-11, 1989 Atlanta Atlanta Hilton & Towers
October 21-24, 1990 Louisville Galt House
October 6-9, 1991 Long Beach
Hyatt Regency
September 27-30, 1992 Washington Capital Hilton
September 19-22, 1993 San Antonio Hilton Palacio del Rio
September 25-28, 1994 Orlando Grosvenor Resort
October 1-4, 1995 Chicago
September 28-October 2, 1996 Albuquerque
September 27-October 1, 1997 Boston
September 27-30, 1998 Saint Paul/Minneapolis
September 26-29, 1999 Phoenix
October 1-4, 2000 Washington
September 30-October 3, 2001 St. Louis
September 22-25, 2002 Denver
September 28-October 1, 2003 Toronto
September 26-29, 2004 Chicago
September 25-28, 2005 Orlando
September 24-27, 2006 San Francisco
September 16-19, 2007 Philadelphia
September 28-October 1, 2008 Miami
September 27-30, 2009 Chicago
September 26-29, 2010 New Orleans
September 25-28, 2011 Saint Paul/Minneapolis
September 23-26, 2012 Houston, TX
September 8-11, 2013 Boston, MA
September 21-24, 2014 Chicago, IL
September 27-30, 2015 Atlanta, GA
September 18-21, 2016 San Diego, CA
September 24-27, 2017 Baltimore, MD
September 16-19, 2018 Phoenix, AZ
September 29-October 2, 2019 Chicago, IL
September 13-16, 2020 Virtual
October 3-6, 2021 Nashville, TN
September 25-28, 2022 Washington, D.C.
September 24-27, 2023 Denver, CO
Hyatt Regency
Hyatt Regency
Park Plaza
Hyatt Regency Minneapolis
Hyatt Regency
Hyatt Regency Washington
Adam’s Mark
Hyatt Regency Denver
Westin Harbour Castle
Hyatt Regency Chicago
Wyndham Palace
Hyatt Regency Embarcadero
Sheraton Philadelphia City Center
Hyatt Regency Miami
Hyatt Regency Chicago
Sheraton New Orleans
Hyatt Regency Minneapolis
Hilton Americas-Houston
Boston Marriott Copley
Hyatt Regency Chicago
Hyatt Regency Atlanta
Manchester Grand Hyatt San Diego
Baltimore Marriott Waterfront
Sheraton Grand Phoenix
Hyatt Regency Chicago
Gaylord Opryland Resort & Convention Center
Marriott Marquis in Downtown Washington, D.C.
Hyatt Regency Denver at Colorado Convention Center September 28-October 1, 2025
Th int Matthew al
The Saint Matthew Medal
Honoring Zeal for Catholic Evangelization, Leadership in the Profession, and Giving Back to Others
ANNUAL PRESENTATION
SUNDAY, SEPTEMBER 29 TH , 2024
SAN DIEGO, CALIFORNIA
