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DILA D

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DILA 2017 Conference

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Louisville, KY | September 18-19, 2017 The Seelbach Hilton Louisville

www.dilaconference.com

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DILA 2017 Conference Louisville, KY September 18-19, 2017 Our mailing address: DILA c/o The Meeting Connection, Inc. 6373 Meadow Glen Dr N Westerville, OH 43082 P (614) 898-9361 F (614) 898-9364 E info@dilaconference.com Š 2017 DILA Conference www.dilaconference.com

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Plenary Speakers Get to know our plenary speakers. Plenary sessions are Monday at 10:10 A.M. & 2:30 P.M. and Tuesday at 10:15 A.M.

2

08

Program Agenda When and where events are taking place during the conference. This includes meals, breakout sessions, plenary sessions, etc.

10

Hotel Floorplan Get to where you need to be. Find your way around the meeting and event space using our detailed, color-coded map.

13

Attendee Listing A great networking tool to find out who else is attending the conference, sorted categorically then alphabetically by last name.


What is DILA? DILA (Denominational Investors & Loan Administrators) is an informal fellowship which meets to help maximize the effectiveness of not-forprofit entities organized to provide loans to various affiliated churches and related religious organizations within their Denomination by providing networking opportunities and educational resources. VISION

Our vision is to provide:

• •

A forum for problem-solving and discussion of best practices;

in discussions, voice opinions and share information; and

An awareness and understanding of “key happenings” in the industry.

An environment where each participating organization can actively participate

3


PLATINUM SPONSOR


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• Loans • Investments • Lines of Credit • Portfolio • Constituents • Demographics • Attributes • Interests • Accounts • Ledger • Payables • Receivables • Entities • Funds

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• Campaigns • Appeals • Gift Processing • Planned Giving

Connect GL PLATINUM SPONSOR

partnership@ddi.org | www.ddi.org | 317.713.2488


Plenary Speakers Dr. Tom Taylor

President & CEO Presbyterian Foundation

William Longbrake

Investment/Economy Speaker, BECU Director Boeing Employees Credit Union

6

MON. 10:10A TUE. 10:15A

Tom Taylor joined the Presbyterian Foundation as President and CEO

MON. 2:30P

William

Longbrake

(Bill)

has

extensive experience in finance and

in 2010. Prior to Tom’s work with

investments, macroeconomics and monetary policy,

the Foundation, he served as the Deputy Executive

risk management, housing, and public policy. He has

Director for Mission at the Presbyterian Mission

served in business, academic and government

Agency. He also served for 12 years as a minister in

organizations. Bill began his career in Washington,

Southern California and Utah.

D.C. in government positions from 1970–1982. He has also held roles at Washington Mutual, helping the

Tom holds a Bachelor of Arts (with honors) from the

company become the sixth largest depository

University of Illinois—Urbana, a Master of Divinity

institution in the US.

from Yale University Divinity School, a Juris Doctorate from the University of Illinois College of Law, and a

Bill has published extensively and currently writes a

Ph.D. from Fuller Theological Seminary.

monthly economic newsletter which is distributed by Barnett, Sivon and Natter. He has taught courses in

Tom has published numerous articles on the

business administration and finance at the University

interaction of Christian faith, law and culture, including

of Maryland and Seattle University. In 2007 he

the award-winning Seven Deadly Lawsuits (Abingdon

received the Distinguished Alumnus of the Year

Press 1996) and Paradoxy: Coming to Grips with the

award from the Robert H. Smith School of Business

Contradictions of Jesus (Baker Books 2006).

of the University of Maryland.


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Program Agenda

TITLE SPONSOR

UMB Bank www.umb.com

SUNDAY, SEPTEMBER 17 PLATINUM SPONSORS

REGISTRATION/CHECK-IN

7:00 P.M.–8:30 P.M.

Main Lobby of Hotel

AMI Information Systems www.amiinfosys.com

MONDAY, SEPTEMBER 18 7:30 A.M.

REGISTRATION/CHECK-IN

Grand Ballroom Foyer (10th Floor)

7:30 A.M.

BREAKFAST

8:30 A.M.

WELCOME & PROGRAM OVERVIEW

DiscipleData, Inc. www.ddi.org

Grand Ballroom (10th Floor) Grand Ballroom (10th Floor)

GOLD SPONSORS

SHANNA CRAWFORD ELCA Mission Investment Fund 8:35 A.M.

MORNING DEVOTION Grand Ballroom (10th Floor) VALORIA CHEEK The American Baptist Extension Corporation

8 8:50 A.M.

FUND BY FUND INTRODUCTIONS

Grand Ballroom (10th Floor)

9:50 A.M.

BREAK & TIME FOR NETWORKING

10:10 A.M.

PLENARY SESSION #1

Cornerstone Management www.cornerstonemgt.net

Grand Ballroom (10th Floor)

DR. TOM TAYLOR President & CEO at Presbyterian Foundation 11:00 A.M.

DILA FINANCIAL SURVEY

11:15 A.M.

BREAKOUT BY FUND SIZE •

$0-99 MILLION

$100-499 MILLION

$500+ MILLION

MINISTRY PARTNERS

TMI Trust Company www.tmico.com

Grand Ballroom (10th Floor)

ROBERT CARLSON RCA Church Growth Fund

Mezzanine Salon B

STEPHEN DAWSON National Covenant Properties

DAVID MCCASKILL Texas Methodist Foundation

12:15 P.M.

LUNCH

1:15 P.M.

BREAKOUT BY FUNCTION

Mezzanine Salon A

Mezzanine Salon D

Mezzanine Salon C

Grand Ballroom (10th Floor)

MARKETING

DR. LOU PETRIE Converge Cornerstone Fund

INVESTMENT OPERATIONS

LENDING OPERATIONS

FINANCE/ACCOUNTING

LYNN MICHALAK ELCA Mission Investment Fund

SENIOR MANAGEMENT

MARIA COYNE UCC Cornerstone Fund

MICHAEL KOCOLOWSKI CFR

Walnut Room Mezzanine Salon D

PAUL KRUIT Converge Cornerstone Fund

Mezzanine Salon A Mezzanine C

Mezzanine Salon B


Program Agenda

SILVER SPONSORS

BKD CPAs & Advisors www.bkd.com

MONDAY, SEPTEMBER 18 (continued) 2:00 P.M.

BREAK & TIME FOR NETWORKING

2:30 P.M.

PLENARY SESSION #2

Capin Crouse www.capincrouse.com

Grand Ballroom (10th Floor)

WILLIAM LONGBRAKE Investment/Economy Speaker, BECU Director 3:40 P.M.

4:45 P.M.

BREAKOUT BY TOPIC •

ECONOMY & MARKETS

MARKETING

REAL ESTATE

LEGAL

WILLIAM LONGBRAKE BECU Director

DR. TOM TAYLOR Presbyterian Foundation MATT MESSIER Foundry Commercial

Walnut Room

Mezzanine Salon D

Mezzanine Salon C

JARON NYHOF, LEONARD PRANSCHKE, RAVI SUNDARA, COURTNEY FIGG

Mezz. A

DAY 1 CONCLUDES BRONZE SPONSOR

9

TUESDAY, SEPTEMBER 19 7:30 A.M.

BREAKFAST

8:30 A.M.

MORNING DEVOTION

GoldStar Trust Company www.goldstartrust.com

Grand Ballroom (10th Floor) Grand Ballroom (10th Floor)

SHANNA CRAWFORD ELCA Mission Investment Fund BRUCE JOST MB Foundation 9:00 A.M.

BREAKOUT BY FUNCTION •

MARKETING

DR. LOU PETRIE Converge Cornerstone Fund

INVESTMENT OPERATIONS

LENDING OPERATIONS

FINANCE/ACCOUNTING

LYNN MICHALAK ELCA Mission Investment Fund

SENIOR MANAGEMENT

MARIA COYNE UCC Cornerstone Fund

MICHAEL KOCOLOWSKI CFR

BREAK & TIME FOR NETWORKING

10:15 A.M.

PLENARY SESSION #3

Grand Ballroom (10th Floor)

DR. TOM TAYLOR President & CEO at Presbyterian Foundation

CONFERENCE CONCLUDES

Mezzanine Salon D

PAUL KRUIT Converge Cornerstone Fund

10:00 A.M.

11:30 A.M.

Walnut Room Mezzanine Salon A Mezzanine C

Mezzanine Salon B


10

EMERGENCY EXITS The yellow areas on the map (i.e. stairs, elevators, exit doors).

REGISTRATION

MAIN SESSIONS

BREAKOUTS

The grey area on the program

The blue room on the program

The teal rooms on the program

agenda and map.

agenda and map.

agenda and map.


GOLD SPONSOR


We make sure our clients never walk alone.

GOLD SPONSOR

For over 60 years, TMI Trust Company has kept its word and followed through with each client, especially in difficult financial times when a trusted advisor can seem like an only friend.

Advisory and Loan Fund Services for all Denominations and Churches. Trusted IRA Custodian.

Church Finance Services Mark Young 678-221-5922 myoung@tmico.com

Church Finance Services Brandon Lisinski 678-221-5923 blisinski@tmico.com

Visit us at www.tmico.com

IRA Services Krister Romeyn 678-221-5927 kromeyn@tmico.com


Lazy hands make for poverty, but diligent hands bring wealth. PROVERBS 10:4 (NIV)

Attendee Listing A great networking tool to find out who else is attending the conference, sorted categorically then alphabetically by last name.

FUNDS

PARTNERS

ATTORNEYS

OTHERS

Refer to the white pages

Refer to the yellow pages

Refer to the blue pages in

Refer to the teal pages in

in the following directory.

in the following directory.

the following directory.

the following directory.

13


Attendees–Funds

14

Paul Anderson

Wayne Barrett

John Bates

Donna Bentle

Ryan Bowell

Kevin Bremer

President Christian Investors Financial 901 E 78th St Minneapolis, MN 55420 (952) 484-7288 paul@christianinvestors.org www.christianinvestors.org Fund Size: $200M

Investment & Loan Fund Admin. Free Methodist Foundation PO Box 580 Spring Arbor, MI 49201 (517) 841-5831 dbentle@fmfoundation.org www.fmfoundation.org Fund Size: $100M

Senior Executive United Methodist Foundation PO Box 6247 Grand Rapids, MI 49516 (888) 451-1929 wcbumf@aol.com www.umfmichigan.org Fund Size: $15M

Director of Credit Services Grace Brethren Investment FDN PO Box 587 Winona Lake, IN 46590 (574) 267-5161 rbowell@gbif.com www.gbif.com Fund Size: $100M

President Church Extension Fund MI 3773 Geddes Rd Ann Arbor, MI 48105 (734) 213-3241 john.bates@mi-cef.org www.mi-cef.org Fund Size: $270M

VP-Finance Lutheran Church Extension Fund 10733 Sunset Office Dr, Ste 300 St. Louis, MO 63127 (314) 885-6258 kevin.bremer@lcef.org www.lcef.org Fund Size: $1.8BN


Attendees–Funds

Mark Briggs

Senior VP, Ministry Lending CDF Capital 2050 Main Street, Ste 400 Irvine, CA 92614 (949) 417-5801 rbrown@cdfcapital.org www.cdfcapital.org Fund Size: $654M

Barry Case

VP/CFO Christian Investors Financial 901 E 78th St, PO Box 20759 Minneapolis, MN 55420 (952) 853-8447 barry@christianinvestors.org www.christianinvestors.org Fund Size: $200M

Bob Carlson

Executive Director RCA Church Growth Fund, Inc. 4500 60th Street SE Grand Rapids, MI 49512 (616) 541-0907 bcarlson@rca.org www.rca.org Fund Size: $81M

Valoria Cheek

President/CEO The American Baptist Ext. Corp. PO Box 851 Valley Forge, PA 19482 (610) 768-2463 valoria.cheek@abc-usa.org www.abc-usa.org Fund Size: $53M

Scott Carvey

Board Member Lutheran Association for Church Extension PO Box 6402 Saginaw, MI 48608 (989) 781-1600 scarvey@laceinc.org www.laceinc.org Fund Size: $45M

Christopher Clark

Investor Services and Securities Compliance Manager Disciples Church Extension Fund 1099 N. Meridian St, Ste 700 Indianapolis, IN 46204 (317) 635-6500 cclark@disciplescef.org www.disciplescef.org Fund Size: $175M

15


Attendees–Funds

16

Angie Conine

Maria Coyne

Shanna Crawford

Chris Csergei

David Dalton

Stephen Dawson

Chief Operating Officer Church Loan Fund, Inc. PO Box 4608 Cleveland, TN 37320 (423) 478-7131 aconine@churchloanfund.com www.churchloanfund.com Fund Size: $35M

Director of Investor Relations CDF Capital 2050 Main Street, Ste 400 Irvine, CA 92614 (949) 417-5801 rbrown@cdfcapital.org www.cdfcapital.org Fund Size: $654M

President & CEO UCC Cornerstone Fund 700 Prospect Avenue Cleveland, OH 44115 (216) 736-3830 mcoyne@cornerstonefund.org www.cornerstonefund.org Fund Size: $90.5M

Vice President, Marketing Mission Investment Fund of ELCA 8765 W. Higgins Rd. Chicago, IL 60631 (773) 380-2948 david.dalton@elca.org www.elca.org Fund Size: $700M

Director of Accounting Mission Investment Fund of ELCA 8765 W. Higgins Rd. Chicago, IL 60631 (773) 380-2909 shanna.crawford@elca.org www.elca.org Fund Size: $700M

President National Covenant Properties 8303 W. Higgins Rd. Chicago, IL 60631 (773) 907-3336 steve.dawson@covchurch.org www.covchurch.org Fund Size: $400M


Attendees–Funds

Stephen Drury

President United Pentecostal Church Development Fund 36 Research Park Ct Weldon Spring, MO 63304 (636) 229-7900 smdrury@upci.org www.upci.org Fund Size: $37M

Nathan Elson

VP, Marketing CDF Capital 2050 Main Street, Ste 400 Irvine, CA 92614 (949) 417-5800 nelson@cdfcapital.org www.cdfcapital.org Fund Size: $654M

Patrick Duggan

Executive Director UCC Church Building & Loan Fund 700 Prospect Ave Cleveland, OH 44115 (216) 736-3833 dugganp@ucc.org www.ucc.org Fund Size: $60M

Martha Friedrich

Account Manager Rocky Mountain United Methodist Foundation, Inc. 7350 E Progress Pl, Ste 205 Greenwood Village, CO 80111 (303) 778-6370 martha@rm-umf.org www.rm-umf.org Fund Size: $8.5M

Brad Dupray

Senior VP, Ministry Development CDF Capital 2050 Main Street, Ste 400 Irvine, CA 92614 (949) 417-5801 bdupray@cdfcapital.org www.cdfcapital.org Fund Size: $654M

Jennifer R. Gallagher

Chief Financial Officer Disciples Church Extension Fund 1099 N. Meridian St, Ste 700 Indianapolis, IN 46204 (317) 713-2511 jgallagher@churchextensionfmr. org www.churchextensionfmr.org Fund Size: $175M

17


Attendees–Funds

18

Bob Glim

Patty Glinz

Pam Goslinga

David Graf

Jennifer Hall

David Haney

V.P./Marketing Church Investors Fund 9401 E Stockton Blvd, Ste 240 Elk Grove, CA 95624 (630) 495-5450 bglim@ceif.org www.ceif.org Fund Size: $100M

VP for Church Services The Alliance Development Fund PO Box 63419 Colorado Springs, CO 80962 (719) 268-2220 grafd@adf-inc.com www.adf-inc.com Fund Size: $297M

Investment & Loan Fund Admin. Free Methodist Foundation PO Box 580 Spring Arbor, MI 49283 (517) 841-5835 pglinz@fmfoundation.org www.fmfoundation.org Fund Size: $100M

President Baptist Foundation of Indiana 3021 E. 71st Street Indianapolis, IN 46220 (317) 481-2400 jennifer@inbaptistfoundation.org www.inbaptistfoundation.org Fund Size: $7M

Vice President RCA Church Growth Fund, Inc. 612 8th Street SE Orange City, IA 51041 (712) 737-4958 pgoslinga@rca.org www.rca.org Fund Size: $81M

Loan Fund Manager Orthodox Presbyterian Church 607 Easton Road, Building E Willow Grove, PA 19090 (215) 284-1993 david.haney@opc.org www.opc.org Fund Size: $15M


Attendees–Funds

Stephen Hanscom

VP of Lending IPHC Loan Fund 7300 NW 39th Expressway Bethany, OK 73008 (405) 792-7163 shanscom@iphc.org www.iphc.org Fund Size: $62M

Melina Higbee

Strategic Program Administrator UCC Church Building & Loan Fund 700 Prospect Ave Cleveland, OH 44115 (216) 736-2156 higbeem@ucc.org www.ucc.org Fund Size: $80M

Peter Hedstrom

CFO National Covenant Properties 8303 W. Higgins Dr. Chicago, IL 60631 (773) 442-6582 peter.hedstrom@covchurch.org www.covchurch.org Fund Size: $400M

Chuck Hollingsworth Vice President UCC Cornerstone Fund 700 Prospect Avenue Cleveland, OH 44115 (216) 736-3831 chollingsworth@ cornerstonefund.org www.cornerstonefund.org Fund Size: $80M

Tamye Hendricks

Loan Officer IN U.M. Loan & Savings Ministry 8401 Fishers Center Drive Fishers, IN 46038 (317) 788-7879 thendricks@umfindiana.org www.umfindiana.org Fund Size: $40M

Rhonda Hopewell

Paralegal and Loan Services Mgr Disciples Church Extension Fund 1099 N. Meridian St, Ste 700 Indianapolis, IN 46204 (317) 713-2526 rhopewell@disciplescef.org www.disciplescef.org Fund Size: $175M

19


Attendees–Funds

20

Robert Hoppe

Kathy Houston

Karen Hulsart

Daniel Hussey

Chris Jacobs

Bruce Jost

Vice President Texas Methodist Foundation 11709 Boulder Lane #100 Austin, TX 78726 (512) 789-8470 rhoppe@tmf-fdn.org www.tmf-fdn.org Fund Size: $450M

Director of Loan Programs United Methodist Foundation of New England 16 Route 111, Bldg 3, Ste 102 Derry, NH 03038 (800) 595-4347 x-107 dan@umfne.org www.umfne.org Fund Size: $107M

CFO UCC Cornerstone Fund 700 Prospect Avenue Cleveland, OH 44115 (216) 736-3832 khouston@cornerstonefund.org www.cornerstonefund.org Fund Size: $80M

Controller IN U.M. Loan & Savings Ministry 8401 Fishers Center Drive Fishers, IN 46038 (317) 788-7879 cjacobs@umfindiana.org www.umfindiana.org Fund Size: $40M

Operations Administrator RCA Church Growth Fund, Inc. 612 8th St SE Orange City, IA 51041 (712) 737-4958 khulsart@rca.org www.rca.org Fund Size: $81M

Vice President MB Foundation 200 E D St, PO Box 220 Hillsboro, KS 67063 (620) 877-7625 bjost@mbfoundation.com www.mbfoundation.com Fund Size: $102M


Attendees–Funds

Jesse Kamm, Ph.D.

Darren Key

VP of Construction Management Christian Financial Resources 773 Stirling Center Place Lake Mary, FL 32746 (407) 766-6572 jesse@cfrministry.org www.cfrministry.org Fund Size: $320M

CEO Christian Financial Resources 1971 Lake Markham Preserve Trl Sanford, FL 32771 (407) 268-5000 darren.key@cfrministry.org www.cfrministry.org Fund Size: $350M

Don Krueger

Paul Kruit

President/CEO Lutheran Association for Church Extension PO Box 6402 Saginaw, MI 48608 (989) 781-1600 dkrueger@laceinc.org www.laceinc.org Fund Size: $45M

Vice President Converge Cornerstone Fund 2002 S. Arlington Heights Rd. Arlington Heights, IL 60005 (847) 879-3208 paul.kruit@convergeww.org www.converge.org Fund Size: $247M

Michael Kocolowski

Chief Operating Officer Christian Financial Resources 32605 View Haven Ln Sorrento, FL 32776 (407) 595-3607 mike@cfrministry.org www.cfrministry.org Fund Size: $350M

Joseph Lamendola

Administrative Vice President The Alliance Development Fund 8595 Explorer Drive Colorado Springs, CO 80920 (719) 268-2245 lamendolaj@adf-inc.com www.adf-inc.com Fund Size: $300M

21


Attendees–Funds

22

Sandra Litke

Jose Maldonado

David McCaskill

Lawrence McCooey

James McKnight

Louis Meyers

Controller CDF Capital 2050 Main Street, Ste 400 Irvine, CA 92614 (949) 417-5801 slitke@cdfcapital.org www.cdfcapital.org Fund Size: $654M

President Alliance Development Fund PO Box 63419 Colorado Springs, CO 80962 (719) 339-4740 McCooeyL@adf-inc.com www.adf-inc.com Fund Size: $296M

VP Lending Christian Financial Resources 773 Stirling Center Place Lake Mary, FL 32746 (407) 268-5000 jose@cfrministry.org www.cfrministry.org Fund Size: $360M

Bishop/Director Church of God by Faith Financial Solutions 2409 Old Middleburg Road N. Jacksonville, FL 32210 (904) 779-5469 bishopmcknight@cogbf.org www.cogbf.org

Sr. VP Loans & Investor Services Texas Methodist Foundation 11709 Boulder Lane, Suite 100 Austin, TX 78726 (512) 331-9971 dmccaskill@tmf-fdn.org www.tmf-fdn.org Fund Size: $500M

Executive Vice President CDF Capital 2050 Main Street, Ste 400 Irvine, CA 92614 (817) 992-6126 lmyers@cdfonline.org www.cdfcapital.org Fund Size: $654M


Attendees–Funds

Lynn Michalak

Vice President of Accounting ELCA Mission Investment Fund 8765 W. Higgins Rd. Chicago, IL 60631 (773) 380-2963 lynn.michalak@elca.org www.elca.org Fund Size: $700M

Scott Page

President, Executive Director WELS Church Extension Fund N16 W23377 Stone Ridge Drive Waukesha, WI 53188 (414) 256-3253 scott.page@wels.net www.wels.net Fund Size: $191M

Susan Mitchell

Assoc. Director Strategic Initiatives UCC Church Building & Loan Fund 5240 Biffle Road Stone Mountain, GA 30088 (404) 313-8414 mitchells@ucc.org www.ucc.org Fund Size: $50M

David Parker

President IPHC Extension Loan Fund, Inc PO Box 12607 Oklahoma City, OK 73157 (405) 792-7160 dparker@iphc.org www.iphc.org Fund Size: $60M

Sally O’Brien

Vice President; Director of Consultative Services Episcopal Church Building Fund 563 Southlake Blvd Richmond, VA 23236 (804) 893-3443 sobrien@ecbf.org www.ecbf.org

Tiffany Pawson

Operations Manager Christian Financial Resources 773 Stirling Center Place Lake Mary, FL 32746 (407) 766-6572 tiffany@cfrministry.org www.cfrministry.org Fund Size: $320M

23


Attendees–Funds

24

Robert Pease

Dr. Lou Petrie

Phil Pike

Ann Poston

Malcolm Puckett

Tim Ramberger

VP for Operations/Invest. Services The Alliance Development Fund PO Box 63419 Colorado Springs, CO 80962 (719) 339-2315 peaser@adf-inc.com www.adf-inc.com Fund Size: $300M

Director of Marketing & Product Development UCC Cornerstone Fund 700 Prospect Avenue, E. Cleveland, OH 44115 (216) 736-2100 aposton@cornerstonefund.org www.cornerstonefund.org Fund Size: $90M

Vice President Converge Cornerstone Fund 2002 S. Arlington Heights Rd. Arlington Heights, IL 60005 (847) 879-3251 drlou@converge.org www.converge.org Fund Size: $250M

Sr. Regional Vice President Christian Financial Resources 848 Hardwood Drive Chesapeake, VA 23320 (757) 560-8385 malcolm@cfrministry.org www.cfrministry.org Fund Size: $300M

EVP of Operations CDF Capital 2050 Main Street, Ste 400 Irvine, CA 92614 (949) 417-5813 rbrown@cdfonline.org www.cdfcapital.org Fund Size: $654M

Vice President-Compliance & Legal Affairs Lutheran Church Extension Fund 10733 Sunset Office Dr, Ste 300 St. Louis, MO 63127 (314) 885-6260 tim.ramberger@lcef.org www.lcef.org Fund Size: $1.8BN


Attendees–Funds

Lorraine Recchia

SVP/COO PC(U.S.A.) Investment and Loan Program 100 Witherspoon St Louisville, KY 40202 (502) 569-5593 lorraine.recchia@pcusa.org www.pcusa.org Fund Size: $100M

Art Rhodes

President/CEO Church Loan Fund, Inc. PO Box 4608 Cleveland, TN 37320 (423) 478-7131 artrhodes@benefitsboard.com www.churchloanfund.com Fund Size: $35M

Chester Reid

President Eagle Ledge Foundation, Inc. 5825 E. Burns Ave Fresno, CA 93727 (559) 930-0878 creid@eagleledgefoundation.org www.eagleledgefoundation.org Fund Size: $10M

Jim Rissler

President Presbyterian Investment and Loan Program (PILP) 100 Witherspoon St Louisville, KY 40202 (502) 569-5618 james.rissler@pcusa.org www.pcusa.org Fund Size: $170M

Michael Rhine

Director of Church Finance Church Growth Investment Fund 8383 Baymeadows Way Jacksonville, FL 32256 (904) 345-3227 mrhine@floridabaptist.org www.floridabaptist.org Fund Size: $110.5M

Brian Roser

Loan Servicing Manager WELS Church Extension Fund N16 W23377 Stone Ridge Drive Waukesha, WI 53188 (414) 256-3253 brian.roser@wels.net www.wels.net Fund Size: $192M

25


Attendees–Funds

26

Dusty Rubeck

Jim Saalfield

Sandra Sauter

Stephen Schultz

Ken Seyfert

Joel Soo Hoo

President CDF Capital 2050 Main Street, Ste 400 Irvine, CA 92614 (714) 381-3544 drubeck@cdfcapital.org www.cdfcapital.org Fund Size: $654M

President Converge Cornerstone Fund 2002 S. Arlington Heights Rd. Arlington Heights, IL 60005 (847) 879-3256 steve.schultz@converge.org www.converge.org Fund Size: $247M

CEO Church Extension Fund MI 3773 Geddes Rd Ann Arbor, MI 48105 (734) 213-3241 jim.saalfield@mi-cef.org www.mi-cef.org Fund Size: $270M

President/CEO Grace Brethren Investment FDN PO Box 587 Winona Lake, IN 46590 (574) 453-1617 kseyfert@gbif.com www.gbif.com Fund Size: $113M

Vice President - Loan Admin. Lutheran Church Extension Fund 10733 Sunset Office Dr, Ste 300 St. Louis, MO 63127 (314) 885-6520 sandy.sauter@lcef.org www.lcef.org Fund Size: $1.8BN

Vice President/Treasurer MB Foundation 200 E D St, PO Box 220 Hillsboro, KS 67063 (620) 877-7625 jsoohoo@mbfoundation.com www.mbfoundation.com Fund Size: $107M


Attendees–Funds

Dwight Spivey

President/CEO Church of God Foundation PO Box 3331 Cleveland, TN 37320 (423) 584-5067 dspivey@churchofgod.org www.churchofgod.org Fund Size: $30M

Jillisa Teitsma

Chief Financial Officer RCA Church Growth Fund, Inc. 4500 60th Street SE Grand Rapids, MI 49512 (616) 541-0907 jteitsma@rca.org www.rca.org Fund Size: $81M

Tim Stephens

Chief Development Officer Christian Financial Resources 1711 Snug Harbor Drive Greensboro, GA 30642 (404) 314-5508 tim@cfrministry.org www.cfrministry.org Fund Size: $375M

Jerry Vaughan

Chief Lending Officer The Baptist Foundation of Oklahoma 3800 N May Avenue Oklahoma City, OK 73112 (405) 949-9500 jvaughan@bfok.org www.bfok.org Fund Size: $93M

Mark Stumpff

Administrator Orthodox Presbyterian Church 607 Easton Road, Building E Willow Grove, PA 19090 (215) 935-1018 david.haney@opc.org www.opc.org Fund Size: $15M

John Wiebe

President & CEO MB Foundation 200 East D St, PO Box 220 Hillsboro, KS 67063 (620) 947-3151 jwiebe@mbfoundation.com www.mbfoundation.com Fund Size: $100M

27


DILA CONFERENCE MANAGER

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Get

People There Bringing people and places together, TMC can help attract people to your event with smart and attractive marketing.

CALL NOW! Dwight Loken, CMP (614) 898-9361 OfďŹ ce: 6373 Meadow Glen Dr N, Westerville, OH 43082 Phone: (614) 898-9361 / Fax: (614) 898-9364 Email: info@tmcmeetings.com / Website: tmcmeetings.com

The Meeting Connection Bringing people and places together www.tmcmeetings.com

AB OUT US The Meeting Connection (TMC) is a full-service meeting and consulting company which has provided meeting and conference planning services, over the last 31 years, for associations, corporations, and religious organizations. Ranging from large-scale conventions to more intimate events, TMC turns your vision into a reality by finding the perfect location, planning the event, marketing to potential attendees, and performing all on-site logistics and tasks for you and your organization.

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Attendees–Partners

30

Tom Ambler

Paul Arneson

Brandy Buckler

Chris Bury

Chad Crawford

Donna Drinan

President / CEO DiscipleData, Inc. 101 W. Ohio St, Suite 1650 Indianapolis, IN 46204 (317) 713-2476 tambler@ddi.org www.ddi.org PLATINUM SPONSOR

Senior Vice President Foundry Commercial 420 S. Orange Ave, Ste 950 Orlando, FL 32801 (949) 939-6238 chris.bury@foundrycommercial. com www.foundrycommercial.com

Sales Agent AMI Information Systems 8348 Corporate Drive Mt. Pleasant, WI 53406 (262) 886-4170 paularneson@arneserve.com www.trinergy.com PLATINUM SPONSOR

Portfolio Manager Cornerstone Management 655 Engineering Drive, Ste 110 Peachtree Corners, GA 30305 (770) 449-7799 chad@cornerstonemgt.net www.cornerstonemgt.net GOLD SPONSOR

Director BKD CPAs & Advisors 910 E. St. Louis St., Ste. 200 Springfield, MO 65806 (417) 865-8701 bbuckler@bkd.com www.bkd.com SILVER SPONSOR

IFF 333 S. Wabash Ste 2800 Chicago, IL 60604 (312) 629-0060 ddrinan@iff.org www.iff.org


Attendees–Partners

Jason Greenwood

Vice President AMI Information Systems 8348 Corporate Drive Mt. Pleasant, WI 53406 (262) 886-4170 jason@amicusystems.com www.trinergy.com PLATINUM SPONSOR

Brandon Lisinski

Trust Officer TMI Trust Company 1100 Abernathy Rd NE, Ste 480 Atlanta, GA 30328 (678) 221-5923 blisinski@tmico.com www.tmico.com GOLD SPONSOR

Kevin Hesler

Director of Product Development DiscipleData, Inc. 101 W. Ohio St, Suite 1650 Indianapolis, IN 46204 (317) 713-2476 khesler@ddi.org www.ddi.org PLATINUM SPONSOR

Carla McCaslin

Trust Officer GoldStar Trust Company 1401 4th Avenue Canyon, TX 79015 (806) 354-3803 cmccaslin@goldstartrust.com www.goldstartrust.com BRONZE SPONSOR

Stephen Kitts

EVP & Director of Sales UMB Bank 1010 Grand Blvd Kansas City, MO 64106 (816) 213-0317 stephen.kitts@umb.com www.umb.com TITLE SPONSOR

Patrick McHugh

Client Service & Support Manager DiscipleData, Inc. 101 W. Ohio St, Suite 1650 Indianapolis, IN 46204 (317) 713-2476 pmchugh@ddi.org www.ddi.org PLATINUM SPONSOR

31


Attendees–Partners

32

Nicholas Meletio

Matthew Messier

Bohdan Pleshkewych

Winters Richwine

Rick Reisinger

Krister Romeyn

AVP/Investment Officer UMB Bank 2 S Broadway St. Louis, MO 63102 (314) 612-8028 nicholas.meletio@umb.com www.umb.com TITLE SPONSOR

Portfolio Manager Cornerstone Management 655 Engineering Drive, Ste 110 Peachtree Corners, GA 30305 (770) 449-7799 winters@cornerstonemgt.net www.cornerstonemgt.net GOLD SPONSOR

Principal Foundry Commercial 420 S. Orange Ave, Ste 950 Orlando, FL 32801 (407) 540-7718 matt.messier@ foundrycommercial.com www.foundrycommercial.com

President Disciples Church Extension Fund 1099 N. Meridian St, Ste 700 Indianapolis, IN 46204 (317) 635-6500 rreisinger@disciplescef.org www.disciplescef.org Fund Size: $178.4M

VP - Business Development AMI Information Systems 8348 Corporate Drive Mt. Pleasant, WI 53406 (262) 886-4170 danplesh@trinergy.com www.trinergy.com PLATINUM SPONSOR

Vice President TMI Trust Company 1100 Abernathy Rd NE, Ste 480 Atlanta, GA 30328 (678) 221-5923 kromeyn@tmico.com www.tmico.com GOLD SPONSOR


Attendees–Partners

Daniel Waninger

Director BKD CPAs & Advisors 201 N Illinois St, Ste 700 Indianapolis, IN 46244 (317) 383-4000 dwaninger@bkd.com www.bkd.com SILVER SPONSOR

Mark Young

Senior Vice President TMI Trust Company 1100 Abernathy Rd NE, Ste 480 Atlanta, GA 30328 (678) 221-5923 myoung@tmico.com www.tmico.com GOLD SPONSOR

Andy Waters

IFF 333 S. Wabash Ste 2800 Chicago, IL 60604 (312) 629-0060 awaters@iff.org www.iff.org

Jeff Worley

Senior Vice President GoldStar Trust Company 1401 4th Avenue Canyon, TX 79015 (806) 354-3841 jeff@goldstartrust.com www.goldstartrust.com BRONZE SPONSOR

33


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audits | reviews | tax | consulting | cybersecurity


Attendees–Attorneys

Aja Favors

Director of Regulatory Compliance ELCA Mission Investment Fund 8765 W. Higgins Rd. Chicago, IL 60631 (773) 380-4297 aja.favors@elca.org www.elca.org Fund Size: $700M

Jaron Nyhof

Attorney/Shareholder Smith Haughey Rice & Roegge 170 College Avenue, Suite 320 Holland, MI 49423 (616) 499-6363 jnyhof@shrr.com www.shrr.com

Courtney Figg

Associate Attorney Quarles & Brady LLP 135 N. Pennsylvania St, Ste 2400 Indianapolis, IN 46204 (317) 399-2859 courtney.figg@quarles.com www.quarles.com

Leonard Pranschke

Attorney Spencer Fane LLP 1 N. Brentwood Blvd, Ste 1000 Clayton, MO 63105 (314) 333-3911 lpranschke@spencerfane.com www.spencerfane.com

Timothy Horner

Attorney Warner Norcross & Judd 111 Lyon St. NW Grand Rapids, MI 49534 (616) 752-2180 thorner@wnj.com www.wnj.com

Ravi Sundara

Attorney Spencer Fane LLP 1 N. Brentwood Blvd, Ste 1000 Clayton, MO 63105 (314) 333-3912 rsundara@spencerfane.com www.spencerfane.com

35


BRONZE SPONSOR


Attendees–Others

Dana Dawe

Senior Securities Compliance Consultant Warner Norcross & Judd 111 Lyon Street NW, Suite 900 Grand Rapids, MI 49503 (616) 752-2526 ddawe@wnj.com www.wnj.com

Matt Gehman

Vice President of Lending Everence Financial 2160 Lincoln Highway East, Ste 20 Lancaster, PA 17602 (717) 553-6613 Matt.Gehman@everence.com www.everence.com

Diane Follmer

Loan Officer WI United Methodist Foundation 750 Windsor St Ste 305 Sun Prairie, WI 53590 (608) 837-9582 dfollmer@wumf.org www.wumf.org

Dwight Loken, CMP

President, DILA Conference Mgr The Meeting Connection, Inc. 6373 Meadow Glen Drive North Westerville, OH 43082-8299 (614) 898-9361 dwight@lokens.com www.tmcmeetings.com

Tammy Foster

Operations Assistant U.M. Loan & Savings Ministry 5469 Milroy Rd Indianapolis, IN 46216 (317) 679-1314 Tammyfoster1010@yahoo.com

Kathleen Loken

Vice President The Meeting Connection, Inc. 6373 Meadow Glen Drive North Westerville, OH 43082-8299 (614) 898-9361 kathy@lokens.com www.tmcmeetings.com

37


Attendees–Others

38

Trevor Loken

Robert Morris

Angela Robinson

Ty Salter

Kimberley Smith

David Teat

Systems Admin, DILA Tech The Meeting Connection, Inc. 6373 Meadow Glen Drive North Westerville, OH 43082-8299 (614) 898-9361 trevor@tmcmeetings.com www.tmcmeetings.com

Vice President Ministry Partners 915 W Imperial Hwy, Suite 120 Brea, CA 92821 (678) 602-5346 ty.salter@ministrypartners.org www.ministrypartners.org

Vice President, Int’l Consulting Graystone Consulting 8301 E. 21st Street Wichita, KS 67206 (316) 841-1421 robert.j.morris@msgraystone. com www.msgraystone.com

Church of God by Faith, Inc. 2409 Old Middleburg Rd N Jacksonville, FL 32210 (904) 779-5469 agentkimberleysmith@gmail.com

Church of God by Faith, Inc. 2409 Old Middleburg Rd N Jacksonville, FL 32210 (904) 779-5469 adradj@aol.com

President Christian Service Foundation 1420 Kerrway Ct Fort Wayne, IN 46805 (260) 423-3649 d.teat@ christianservicefoundation.org www.christianservicefoundation. org Fund Size: $20M


Attendees–Others

Mary Tomanek

Institutional Consultant Graystone Consulting 111 S Pfingsten Rd, Ste 200 Deerfield, IL 60015 (847) 480-3605 mary.l.tomanek@msgraystone. com www.msgraystone.com

Carl Viard

Senior Vice President Graystone Consulting 760 West Main Street Barrington, IL 60010 (847) 382-6608 carl.h.viard@ morganstanleygraystone.com www.msgraystone.com

Harold Woodall

SVP, Chief Credit Officer Ministry Partners 915 W Imperial Hwy, Suite 120 Brea, CA 92821 (209) 573-2601 harold.woodall@ ministrypartners.org www.ministrypartners.org

39


DILA 2017 Conference

Louisville, KY | September 18-19, 2017 The Seelbach Hilton Louisville

What is DILA? DILA (Denominational Investors & Loan Administrators) is an informal fellowship which meets to help maximize the effectiveness of not-forprofit entities organized to provide loans to various affiliated churches and related religious organizations within their Denomination by providing networking opportunities and educational resources.

www.dilaconference.com

DILA 2017 Program  

DILA 2017 Conference | Louisville, KY | September 18-19, 2017 | The Seelbach Hilton Louisville

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