Benefit
Bloomfield
EXHIBIT HALL FLOOR PLAN
Christian
Dana Investment Advisors
Diocesan Financial Partners
F.L.Putnam Investment Management Co.
Federated
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 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
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
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
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
SPECIAL FRIENDS - BENEFACTOR LEVEL
NetSuite by Oracle Alexander de Ayala Account Executive 2300 Oracle Wy Austin, TX 78741 713-449 - 9116
alex.deayala@oracle.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
