DILA 2019 Program

ROBERT ALFRED STIEGLIT

PHOTOGRAPHY PORTFOLIO

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Content DILA 2019 CONFERENCE

•

INDIANAPOLIS

DILA Conference c/o The Meeting Connection, Inc. 6373 Meadow Glen Drive North, Westerville, Ohio 43082-8299 P (614) 898-9361 • F (614) 898-9364 • E info@dilaconference.com

06 10 12 16

PLENARY SPEAKERS

Plenary sessions are Monday at 10:45 a.m., Monday at 2:30 p.m., and Tuesday at 10:15 a.m.

PROGRAM AGENDA

When and where events are taking place during the conference. Meals, breakouts, plenary sessions.

3

HOTEL FLOORPLAN

Get to where you need to be. Find your way around the meeting and event space.

ATTENDEE LISTING

Networking tool to discover who is attending, sorted categorically by organization name.

Let’s stomp the gas pedal to Indy!

4

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.

Our vision is to provide: • A forum for problem-solving and discussion of best practices; • An environment where each participating organization can actively participate in discussions, voice opinions and share information; and • An awareness and understanding of “key happenings” in the industry.

TITLE SPONSOR

Your strategic investment partner Investment Banking Division

Strategic.

Flexible.

Robust.

As a large financial institution, UMB Bank’s Investment Banking Division can provide access to a comprehensive suite of solutions.

UMB provides integrated interest rate risk and investment products and services to financial institutions, non-profit institutions and public funds nationwide.

COMPLETE BALANCE SHEET REVIEW We work with you to tailor resources that may enhance your competitiveness, understand your risk profile and manage your balance sheet with confidence.

TRUSTED SINCE 1928 Our long history allows us to be responsive and flexible, providing strategic solutions to investment banking clients across industries.

Nick Luchtefeld SVP, Manager Financial Services & Support nicholas.luchtefeld@umb.com 314.612.8123

John Burke Senior Vice President john.burke@umb.com 314.612.8039

Visit UMB.com/InvestmentBanking to learn more.

Products offered through UMB Bank, n.a. Investment Banking Division are: NOT FDIC INSURED • MAY LOSE VALUE • NOT BANK GUARANTEED

DISCIPLES OF CHRIST

REV. TERESA HORD OWENS

6

TAG CONSULTING

KURT ANDRE

Plenary Speakers KURT ANDRE EXECUTIVE COACH & CONSULTANT TAG CONSULTING Kurt Andre is a trained, competent and dynamic executive leadership coach, facilitator, teacher, and public speaker with extensive experience in helping individuals move through change, conflict, and reorganization. He brings a depth of understanding of systems and relational network thinking to his work developed from years of working with a variety of individuals and organizations. He has expertise in public speaking, workshop and retreat facilitation, leadership development, and executive coaching. Kurt works with TAG clients across public, private, and social, segments – including the FAA and ARG.

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REV. TERESA HORD OWENS GENERAL MINISTER & PRESIDENT DISCIPLES OF CHRIST Rev. Teresa “Terri” Hord Owens was elected in 2017 to serve as General Minister and President of the Christian Church (Disciples of Christ) in the United States and Canada. She is the first African-American to hold this post and the second woman to lead the denomination.

Kurt is married with three children and lives in Maryland. In his free time he enjoys swimming, volleyball, playing the guitar, gardening and cooking.

Hord Owens comes to the position in a time of renewed emphasis on the issues of race, particularly in the United States. She is currently pastor of a predominately white congregation in the Chicago area.

MONDAY AT 10:45 A.M. TUESDAY AT 10:15 A.M.

Hord Owens’ resume includes more than 20 years in corporate America leading diverse teams in data management before she entered seminary. For the last 15 years, she has been the dean of students at the University of Chicago Divinity School, shepherding a varied student body in both background and theology.

MONDAY AT 2:30 P.M.

PLATINUM SPONSOR

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• Loans • Investments • Lines of Credit • Portfolio

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• Constituents • Demographics • Attributes • Interests • Accounts • Ledger • Payables • Receivables • Entities • Funds

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• Campaigns • Appeals • Gift Processing • Planned Giving

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Connect GL

Agenda

TITLE SPONSOR

UMB Bank www.umb.com

PLATINUM SPONSORS

AMI Information Systems www.amiinfosys.com

SUNDAY, SEPTEMBER 15 7:00 p.m.-8:30 p.m.

REGISTRATION

Hilton Indianapolis Lobby

DiscipleData, Inc. www.ddi.org

MONDAY, SEPTEMBER 16 7:30 a.m.-5:00 p.m.

REGISTRATION Monument Hall Foyer, Lower Level 7:30 a.m.-8:30 a.m.

BREAKFAST Indianapolis Ballroom, Second Floor 8:30 a.m.

WELCOME & PROGRAM OVERVIEW Monument Hall, Lower Level ART RHODES Church Loan Fund, Inc. 8:35 a.m.

WELCOME BY EMCEE Monument Hall DARREN KEY Christian Financial Resources 8:40 a.m.

DEVOTION Monument Hall JAMES MCKNIGHT Church of God by Faith, Inc. 9:00 a.m.-10:00 a.m. BREAKOUT BY FUND SIZE $0-99 MILLION DAVID PARKER IPHC Circle City 3 (3rd Floor) $100-249 MILLION BRUCE JOST MB Foundation Circle City 4 (4th Floor) $250-499 MILLION ROB PEASE Orchard Alliance Circle City 6 (6th Floor) $500+ MILLION BRAD DUPRAY CDF Capital Circle City 7 (7th Floor) MINISTRY PARTNERS DWIGHT LOKEN The Meeting Connection Circle City 8 (8th Fl.)

10:00 a.m.-10:45 a.m.

EXHIBIT BREAK & NETWORKING

Monument Hall

10:45 a.m.-11:40 a.m. PLENARY SESSION Monument Hall KURT ANDRE TAG Consulting 11:45 a.m.-12:45 p.m. LUNCH

Indianapolis Ballroom 1:15 p.m-2:15 p.m.

BREAKOUT BY FUNCTION MARKETING CLARE LEWIS PILP Circle City 3 INVESTMENT OPERATIONS SARAH ROBERTS The Solomon Foundation Circle City 4 LENDING OPERATIONS JOSE MALDONADO CFR Circle City 6 FINANCE/ACCT. IGOR MOKHOV Church Investors Fund Circle City 7 SENIOR MANAGEMENT CHARLES SHUMATE Church Builders Plus Circle City 8

2:30 p.m.-3:20 p.m.

PLENARY SESSION Monument Hall REV. TERESA HORD OWENS Disciples of Christ

Agenda

GOLD SPONSORS Capin Crouse www.capincrouse.com

BKD CPAs & Advisors www.bkd.com

MONDAY, SEPTEMBER 16 (CONT.)

Cornerstone Management www.cornerstonemgt.net

3:20 p.m.-3:40 p.m.

EXHIBIT BREAK & NETWORKING Monument Hall 3:40 p.m.-4:30 p.m.

BREAKOUT BY TOPIC ECONOMY & MARKETS BRYAN TAYLOR, CFA Cornerstone Monument Hall MARKETING TOPIC ClARE LEWIS PILP Circle City 3 RISK MGT./CYBER SECURITY RON FLEMING CrossLink Group Circle City 4 REAL ESTATE MATT MESSIER Foundry Commercial Circle City 6 LEGAL T. HORNER. J. NYHOF, L. PRANSCHKE, R. SUNDARA, C. LYNCH Circle City 7 DEEPER DIVE REV. TERESA HORD OWENS Disciples of Christ Circle City 8

4:30 p.m.

WASHINGTON STATE UPDATE

Monument Hall

TUESDAY, SEPTEMBER 17 11

7:30 a.m.-8:30 a.m.

BREAKFAST Indianapolis Ballroom 8:30 a.m.-8:50 a.m.

MORNING WELCOME & DEVOTION Monument Hall BECCA JONES Texas District CEF 8:50 a.m.-9:50 a.m.

BREAKOUT BY FUNCTION MARKETING CLARE LEWIS PILP Circle City 3 INVESTMENT OPERATIONS SARAH ROBERTS The Solomon Foundation Circle City 4 LENDING OPERATIONS JOSE MALDONADO CFR Circle City 6 FINANCE/ACCT. IGOR MOKHOV Church Investors Fund Circle City 7 SENIOR MANAGEMENT CHARLES SHUMATE Church Builders Plus Circle City 8

9:50 a.m.-10:15 a.m.

EXHIBIT BREAK & NETWORKING Monument Hall 10:15 a.m.-11:30 a.m. PLENARY SESSION Monument Hall KURT ANDRE TAG Consulting 11:30 a.m.

CONFERENCE CONCLUDES SILVER SPONSOR

Graystone Consulting www.msgraystone.com

BRONZE SPONSOR

GoldStar Trust Company www.goldstartrust.com

Lower Level

2nd Floor

Corydon Room Service Area

Monument Hall Indianapolis Ballroom Restaurant Below

Parking Garage

M

Business Center

nd Banqu ting a et Mee Facilities

W

Vincennes Room

Lobby Below

Offices

9th Floor

3rd - 16th Floor

M

Circle City Room

Victory Ballroom

Pre-function

Phones

W

12

take me to the hilton.™

LxWxH

Square Feet

Theatre

Monument Hall

72 x 88 x 9’

6,336

500

325

Corydon Room

50 x 28 x 9’

1,400

100

54

Indianapolis Ballroom

89 x 40 x 9’

3,560

250

175

Room Capacities*

Vincennes Room

Hilton Indianapolis 120 West Market Street Indianapolis, Indiana 46204 Toll-Free: (800) HILTONS Tel: (317) 972-0600 • Fax: (317) 972-0660 www.indianapolis.hilton.com

Classroom 4 per 8’ Conf.

Hollow Square

Banquet 10/8

Bqts. 10/8

Bqts. 10/8

80

80

460/368

400/320

350/280

32

32

100/80

60/48

—

60

60

200/160

180/144

130/104

62 x 28 x 9’

1,736

150

75

36

36

120/96

90/72

—

Circle City 3

25 x 37.5 x 8’

930

70

40

20

20

60/48

40/32

—

Circle City 4

25 x 37.5 x 8’

930

70

40

20

20

60/48

40/32

—

Circle City 5

26 x 25 x 8’

650

45

25

20

20

50/40

40/32

—

Circle City 6

25 x 37.5 x 8’

930

70

40

20

20

60/48

40/32

—

Circle City 7

25 x 37.5 x 8’

930

70

40

20

20

60/48

40/32

—

Circle City 8

25 x 37.5 x 8’

930

70

40

20

20

60/48

40/32

—

Circle City 10

25 x 37.5 x 8’

930

70

40

20

20

60/48

40/32

—

Circle City 11

25 x 37.5 x 8’

930

70

40

20

20

60/48

40/32

—

Circle City 12

25 x 37.5 x 8’

930

70

40

20

20

60/48

40/32

—

Circle City 14

27 x 20 x 8’

540

—

—

20

—

—

—

—

Circle City 15

25 x 37.5 x 8’

930

70

40

20

20

60/48

40/32

—

Circle City 16

25 x 37.5 x 8’

930

70

40

20

20

60/48

40/32

—

Victory Ballroom

47 x 102 x 14’

4,794

400

250

80

80

350/280

300/240

250/200

* Capacities based on maximum configuration. Banquet seating may be reduced to accommodate head table, screen, dance floor, etc. ** One double-sided buffet per 150 people

The Hilton HHonors Event Planner bonus is valid for new event bookings only and is awarded at the discretion of the hotel and may not be awarded on all group business events. Other restrictions may apply. For complete Event Planner Terms and Conditions, visit www.hiltonhhonors.com.

Hilton HHonors® membership, earning of Points and Miles,® and redemption of points are subject to HHonors Terms and Conditions 7/04 25M HSM/Swafford&Co36694 ©2004 Hilton Hospitality, Inc.

GOLD SPONSOR

No detail too small.

Serving people is your mission and your organization prospers because of your dedication and commitment to that mission. Whether you need guidance in that next big operational decision or assistance in complying with tax exemption laws, our trusted advisors provide insightful solutions to keep you moving forward.

Everyone needs a trusted advisor.

Who’s yours? bkd.com/nonprofit • @BKDNFP

GOLD SPONSOR

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GOLD SPONSOR

There are many complex regulatory, legal, tax, and

CapinCrouse is here to help you navigate these challenges so you can focus on what really matters — your mission

accounting requirements for nonprofits today. And they are

to change lives. With over 45 years of experience serving nonprofit organizations, we can provide you with tailored

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audits | reviews | tax | consulting | cybersecurity

IT IS WELL WITH THE MAN WHO DEALS GENEROUSLY AND LENDS; WHO CONDUCTS HIS AFFAIRS WITH JUSTICE. Psalm 112:5 (ESV)

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Funds Find out which FUNDS are attending and who is representing those funds, sorted by organization name then alphabetically by last name. Information has been collected by organization representatives during the registration process.

TAMMY EASTBURN

AG LOAN FUND

COMPLIANCE OFFICER

3900 S OVERLAND AVE SPRINGFIELD, MO 65807

417-520-2689 teastburn@agfinancial.org

DAVID GRAF

THE ALLIANCE DEVELOPMENT FUND

VP FOR PROPERTY FUNDING & ADVISEMENT

8595 EXPLORER DR COLORADO SPRINGS, CO 80920

719-339-2762 grafd@orchardalliance.org

THE AMERICAN BAPTIST EXTENSION CORPORATION

VALORIA CHEEK PRESIDENT/CEO

610-768-2232 valoria.cheek@myabec.org

1075 1ST AVE KING OF PRUSSIA, PA 19406

LANDON YEAGER

BAPTIST CHURCH LOAN CORPORATION

SVP/FINANCE & ADMIN.

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214-282-1363 landon.yeager@baptistchurchloan.org

8333 DOUGLAS AVE, STE 1460 DALLAS, TX 75225

Fund Size $181,967,435 Total Assets $181,967,435 Total Net Assets $109,713,436 Average Loan Yield 4.60% Weighted Avg Note Rate 3.89% Number of Staff 10 Operations Outsourced IT, Human Resources, Legal

BAPTIST FOUNDATION OF INDIANA 3021 E 71ST ST INDIANAPOLIS, IN 46220

JENNIFER HALL PRESIDENT

317-481-2400 jennifer@inbaptistfoundation.org

Fund Size $5,513,000 Total Assets $7,786,000 Minimum Loan Capacity $500,000 Total Number of Investors 67 Total Investment Obligations $5,512,687 Total Net Assets $1,777,000 Average Loan Yield 5.0% Weighted Avg Note Rate 2.65% Grants/Contributions $50,000

Number of Staff 2 Operations Outsourced Accounting, IT, Legal, Building Services DILA CONFERENCE 2019

ATTENDEE LISTING

FUND REPRESENTATIVES

TY SALTER

THE BAPTIST FOUNDATION OF CALIFORNIA

CHIEF CREDIT & CAPITAL OFFICER

678-602-5346 tsalter@bfcal.org

3210 E GUASTI RD ONTARIO, CA 91761

Fund Size $70,000,000 Total Assets $140,000,000 Minimum Loan Capacity $50,000 Total Net Assets $140,000,000 Average Loan Yield 6.2% Weighted Avg Note Rate 6.4% Number of Staff 16

JONATHAN JARBOE PRESIDENT-ELECT

909-738-4000 jjarboe@bfcal.org

ANNA BEDLEY

CDF CAPITAL

VP LOAN OPERATIONS

17701 COWAN IRVINE, CA 92614

949-417-5805 abedley@cdfcapital.org

Fund Size $632,948,000 Total Assets $632,948,000 Minimum Loan Capacity $19,384.00 Total Number of Investors 8,326 Total Investment Obligations $578,222,000 Total Net Assets $49,327,000 Average Loan Yield 5.12% Weighted Avg Note Rate 2.80% Grants/Contributions $390,000 Number of Staff 45 Operations Outsourced None

MARK BRIGGS VP LENDING & INVESTMENTS

949-417-5886 mbriggs@cdfcapital.org

CHRIS CSERGEI DIRECTOR, INVESTOR RELATIONS

949-417-5863 ccsergei@cdfcapital.org

BRAD DUPRAY

NATHAN ELSON

SENIOR VP,

EXEC. DIRECTOR OF MARKETING

MINISTRY DEVELOPMENT

& BUSINESS DEVELOPMENT

949-417-5800 bdupray@cdfcapital.org

949-417-5806 nelson@cdfcapital.org

SANDRA LITKE

MARK SENSEMAN

CORPORATE CONTROLLER

VP MINISTRY DEVELOPMENT

949-417-5823 slitke@cdfcapital.org

949-417-5850 msenseman@cdfcapital.org

DILA CONFERENCE 2019

ATTENDEE LISTING

FUND REPRESENTATIVES

CHRISTIAN FINANCIAL RESOURCES

AARON BATES REGIONAL VP

407-268-5000 aaron@cfrministry.org

1485 INTERNATIONAL PKWY, STE 1001 LAKE MARY, FL 32746

Fund Size $475,000,000 DR. JESSE KAMM Total Assets $475,000,000 SENIOR VP CONSTRUCTION MGT Minimum Loan Capacity $0 Total Number of Investors 6000 407-268-5000 Total Investment Obligations $430,000,000 jesse@cfrministry.org Total Net Assets $45,000,000 Average Loan Yield 5.0% Weighted Avg Note Rate 3.0% Grants/Contributions $500,000 Number of Staff 25 Operations Outsourced IT, Human Resources, Marketing, Legal

DARREN KEY

MIKE KOCOLOWSKI

CEO

COO

407-268-5000 darren@cfrministry.org

407-268-5000 mike@cfrministry.org 19

JOSE MALDONADO

THOMAS MCSPADDEN

VP OF LENDING

CONTROLLER

407-268-5000 jose@cfrministry.org

407-268-5000 thomas@cfrministry.org

TIFFANY PAWSON

MALCOLM PUCKETT

VP OF OPERATIONS

CDO

407-268-5000 tiffany@cfrministry.org

407-268-5000 malcolm@cfrministry.org

TIM STEPHENS

KEITH WOOD

CONSULTANT

REGIONAL VP

407-268-5000 tim@cfrministry.org

407-268-5000 keith@cfrministry.org

DILA CONFERENCE 2019

ATTENDEE LISTING

FUND REPRESENTATIVES

PAUL ANDERSON

CHRISTIAN INVESTORS FINANCIAL

PRESIDENT

952-484-7288 paul@christianinvestors.org

901 E 78TH ST MINNEAPOLIS, MN 55420

Fund Size $215,000,000 Total Assets $215,000,000 Total Number of Investors 1,749 Total Investment Obligations $170,000,000 Total Net Assets $43,000,000 Average Loan Yield 4.4% Weighted Avg Note Rate 2.3% Number of Staff 13 Operations Outsourced Legal, Building Services

CHIEF LENDING OFFICER

952-261-9475 brett@christianivestors.org

DAVID TEAT

CHRISTIAN SERVICE FOUNDATION

PRESIDENT

630-222-2633 d.teat@christianservicefoundation.org

6535 MAPLECREST RD FORT WAYNE, IN 46835

20

BRETT ROEHR

Fund Size $19 million Total Assets $19 million Total Number of Investors 400 Total Investment Obligations $16 million Total Net Assets $2 million Average Loan Yield 5% Weighted Avg Note Rate 2% Grants/Contributions $10,000 Number of Staff 2 (PTE) Operations Outsourced None

CHRISTIAN STEWARDSHIP SERVICES 1574 EAGLE ST N CAMBRIDGE, ON N3H 4S5 CANADA

ROB VANDEBELT FUND MANAGER

226-600-1246 rob@vandebelt.ca

Fund Size $62,000,000 Total Assets $63,000,000 Minimum Loan Capacity $50,000 Total Number of Investors 1,000 Total Investment Obligations $61,000,000 Total Net Assets $2,000,000 Average Loan Yield 5.3% Weighted Avg Note Rate 4.3% Number of Staff 10

Operations Outsourced IT, Marketing, Legal, Investments

DILA CONFERENCE 2019

ATTENDEE LISTING

FUND REPRESENTATIVES

MICHAEL RHINE

CHURCH GROWTH INVESTMENT FUND

DIR. OF CHURCH FINANCE

904-612-4366 mrhine@floridabaptist.org

8383 BAYMEADOWS WAY JACKSONVILLE, FL 32256

Fund Size $130,000,000 Total Assets $130,000,000 Minimum Loan Capacity $5,000,000 Total Number of Investors 975 Total Investment Obligations $102,000,000 Total Net Assets $27,500,000 Average Loan Yield 5.45% Weighted Avg Note Rate 2.53% Number of Staff 2.5

Operations Outsourced IT, Legal

LES COLLINS

CHURCH INVESTORS FUND

DIRECTOR

9401 E STOCKTON BLVD., STE 240 ELK GROVE, CA 95624 Fund Size $100,000,000 Total Assets $100,000,000 Minimum Loan Capacity $5,000,000 Total Number of Investors 2,134 Total Investment Obligations $79,551,000 Total Net Assets $20,507,721 Average Loan Yield 5.71% Weighted Avg Note Rate 2.67% Grants/Contributions $145,977 Number of Staff 8 Operations Outsourced IT, Legal

CHURCH LOAN FUND 4205 NORTH OCOEE STREET CLEVELAND, TN 37312

BOB GLIM VP OF MARKETING

800-543-2343 bglim@ceif.org

21

IGOR MOKHOV VP OF FINANCE

800-543-2343 imokhov@ceif.org

ANGIE CONINE COO

423-478-7131 aconine@churchloanfund.com

Fund Size $42M Total Assets $42M Minimum Loan Capacity $2M-$3M Total Net Assets $42M Average Loan Yield 6.25% Number of Staff 3 Operations Outsourced None

DILA CONFERENCE 2019

800-543-2343 lcollins@ceif.org

ATTENDEE LISTING

ART RHODES PRESIDENT/CEO

423-478-7131 artrhodes@benefitsboard.com

FUND REPRESENTATIVES

CHURCH OF GOD BY FAITH FINANCIAL SOLUTIONS 2409 OLD MIDDLEBURG ROAD N JACKSONVILLE, FL 32210

Fund Size $4 million Total Assets $4 million Minimum Loan Capacity $25,000 Total Number of Investors 248 Total Investment Obligations $3.3 million Total Net Assets $308,324.51 Average Loan Yield $9,185.00 - 1 yr AVG Weighted Avg Note Rate 2.4221% Grants/Contributions $350,000 Operations Outsourced Legal, Year-End Auditing

KINNZON HUTCHINSON ADVISOR

904-574-9853 hutchinsokm@gru.com

PATRICIA JENKINS CFO

904-574-9853 pjenkins@cogbf.org

JAMES E. MCKNIGHT, JR.

CLEVELAND ROBERTS III

PRESIDENT

ADVISOR

352-262-5714 pastormcknight@msn.com

904-574-9853 cleve3ftd27@gmail.com

DIANTHA ROBERTS

ANGELA ROBINSON

BOARD MEMBER/DIRECTOR

FUND ADMINISTRATOR

904-574-9853 firstladyftd@yahoo.com

904-574-9853 fs@cogbf.org

STEVE WOULARD LOAN SPECIALIST

904-574-9853 loans@cogbf.org

CHURCH OF GOD FOUNDATION

DWIGHT SPIVEY PRESIDENT/CEO

423-584-5067 dspivey@churchofgod.org

PO BOX 3331 CLEVELAND, TN 37321

Fund Size $31,800,000 Total Assets $36,780,750 Minimum Loan Capacity $25,000 Total Number of Investors 116 Total Investment Obligations $30,441,945 Total Net Assets $1,336,181 Average Loan Yield 7% Weighted Avg Note Rate 3-5% Grants/Contributions $59,308

Number of Staff 3

Operations Outsourced Legal DILA CONFERENCE 2019

ATTENDEE LISTING

FUND REPRESENTATIVES

TIMOTHY PAUL

COMMUNION CHURCH EXTENSION FUND

PRESIDENT

413-214-5733 paulhcoc@gmail.com

235 EASTERN AVE SPRINGFIELD, MA 01109

Fund Size $50,000,000 Total Assets $136,000,000 Minimum Loan Capacity $100,000 Total Number of Investors 200 Total Investment Obligations $5,000,000 Total Net Assets $131,000,000 Weighted Avg Note Rate 4.9% Grants/Contributions $25,000,000 Number of Staff 6

Operations Outsourced Accounting

PAUL KRUIT

CONVERGE CORNERSTONE FUND

VP OPERATIONS

847-879-3208 paul@converge.org

2002 S ARLINGTON HEIGHTS RD ARLINGTON HEIGHTS, IL 60005

Fund Size $254,000,000 Total Assets $254,000,000 Minimum Loan Capacity $11,300,000 Total Number of Investors 3,100 Total Investment Obligations $216,000,000 Total Net Assets $37,500,000 Average Loan Yield 4.77% Weighted Avg Note Rate 2.77% Grants/Contributions $1,700,000 Number of Staff 9 Operations Outsourced Legal, Building Services

DANIEL PATTERSON MARKETING MANAGER

815-742-2772 danielp@converge.org

23

Be sure to make a pit stop to the exhibit area to meet and greet our sponsors & vendors!

DILA CONFERENCE 2019

ATTENDEE LISTING

FUND REPRESENTATIVES

CHRISTOPHER CLARK

DISCIPLES CHURCH EXTENSION FUND

ASSISTANT TREASURER

317-727-4716 cclark@disciplescef.org

1099 N MERIDIAN ST, STE 700 INDIANAPOLIS, IN 46204

Fund Size $140 Million JENNIFER GALLAGHER Total Assets $170 Million Minimum Loan Capacity $10,000 CHIEF FINANCIAL OFFICER Total Number of Investors 2,000 317-635-6500 Total Investment Obligations $140 Million jgallagher@churchextension.org Total Net Assets $28.5 Million Average Loan Yield 4.64% Weighted Avg Note Rate 1.81% Grants/Contributions $479,800 Number of Staff 30

Operations Outsourced IT, HR, Marketing, Legal

24

RHONDA HOPEWELL

BELINDA R. KING

VICE PRESIDENT

VICE PRESIDENT

317-635-6500 rhopewell@churchextension.org

317-418-4566 bking@disciplescef.org

ERICK REISINGER

WILLIAM SINGER

PRESIDENT

VICE PRESIDENT

317-258-7506 rreisinger@disciplescef.org

317-258-1279 bsinger@disciplescef.org

JOSHUA ADAMS

THE FREE METHODIST FOUNDATION

DIR. OF LOAN FUND OPERATIONS

517-841-5826 jadams@fmfoundation.org

8050 SPRING ARBOR RD SPRING ARBOR, MI 49283

Fund Size $120,000,000 Total Assets $120,000,000 Total Number of Investors 1,300 Total Investment Obligations $120,000,000 Total Net Assets $16,516,000 Average Loan Yield 5.20% Weighted Avg Note Rate 2.77% Number of Staff 6 Operations Outsourced None

DILA CONFERENCE 2019

ATTENDEE LISTING

FUND REPRESENTATIVES

GRACE BRETHREN INVESTMENT FOUNDATION PO BOX 587 WINONA LAKE, IN 46590

Fund Size $60,000,000 Total Assets $110,000,000 Total Number of Investors 2,500 Total Investment Obligations $99,000,000 Total Net Assets $10,115,000 Average Loan Yield 5.26% Weighted Avg Note Rate 2% Grants/Contributions $762,000 Number of Staff 7 Operations Outsourced IT, Legal

IN U.M. LOAN & SAVINGS MINISTRY 8401 FISHERS CENTER DR FISHERS, IN 46038

Fund Size $30,000,000 Total Assets $31,223,293 Minimum Loan Capacity $8,000 Total Number of Investors 620 Total Investment Obligations $29,399,359 Total Net Assets $1,538,107 Average Loan Yield 4.371% Weighted Avg Note Rate 2.2969% Grants/Contributions $6,000 Number of Staff 2 Operations Outsourced Legal

IPHC EXTENSION LOAN FUND 7300 NW 39TH EXPRESSWAY BETHANY, OK 73008

Fund Size $60 Million Total Assets $60 Million Total Number of Investors 741 Total Investment Obligations $50,258,659 Total Net Assets $5,811,311 Weighted Avg Note Rate 6.39% Grants/Contributions $350K Number of Staff 4 Operations Outsourced IT, HR, Legal

RYAN BOWELL CREDIT SERVICES

574-267-5161 rbowell@gbif.com

BRENDA BYERS CHIEF FINANCIAL OFFICER

574-268-8225 bbyers@gbif.com

KENNETH SEYFERT PRESIDENT/CEO

574-267-5161 kseyfert@gbif.com

TAMMY FOSTER OPERATIONS ASSISTANT

317-788-7879 tfoster@umfindiana.org

TAMARA HENDRICKS LOAN OFFICER

765-661-4264 thendricks@umfindiana.org

25

CHRIS JACOBS CONTROLLER

317-788-7879 cjacobs@umfindiana.org

STEPHEN HANSCOM LENDING SERVICES

405-792-7163 shanscom@iphc.org

DAVID PARKER PRESIDENT

405-812-4072 dparker@iphc.org

JOHNNY UPTON VICE PRESIDENT

405-816-0272 jupton@iphc.org

KEVIN BREMER

LUTHERAN CHURCH EXTENSION FUND

CHIEF FINANCIAL OFFICER

314-413-2469 kevin.bremer@lcef.org

10733 SUNSET OFFICE DR, STE 300 ST. LOUIS, MO 63127 Fund Size $1.8 Billion Total Assets $1,833,803,000 Minimum Loan Capacity $1,000 Total Number of Investors 60,129 Total Investment Obligations $1,599,497,000 Total Net Assets $222,591,000 Average Loan Yield 3.77% Weighted Avg Note Rate 1.71% Grants/Contributions $3,320,000 Number of Staff 149

GERALD KIRK CHIEF CREDIT & ADMINISTRATION OFFICER

314-504-3044 gerald.kirk@lcef.org

RICK LAUER

TIM RAMBERGER

CHIEF INFORMATION OFFICER

CHIEF LEGAL OFFICER

314-885-6560 rick.lauer@lcef.org

314-885-6260 tim.ramberger@lcef.org

SANDRA SAUTER

ANDY TROVILLION

VICE PRESIDENT/LOAN ADMIN.

SVP INVESTMENTS/ALCO

314-943-2266 sandy.sauter@lcef.org

314-574-4599 raleigh.trovillion@lcef.org

26

MB FOUNDATION

TRACY HALYDIER

200 E D ST, PO BOX 220 HILLSBORO, KS 67063

CHIEF OPERATIONS OFFICER

Fund Size $127,000,000 Total Assets $127,000,000 Minimum Loan Capacity $5,800,000 Total Number of Investors 773 Total Investment Obligations $115,000,000 Total Net Assets $11,760,000 Average Loan Yield 5.04% Weighted Avg Note Rate 2.83% Grants/Contributions $300,000 Number of Staff 6 Operations Outsourced IT, Marketing, Legal

620-947-3151 thalydier@mbfoundation.com

BRUCE JOST VICE PRESIDENT

620-947-3151 bjost@mbfoundation.com

JON WIEBE PRESIDENT/CEO

620-947-3151 jwiebe@mbfoundation.com

DILA CONFERENCE 2019

ATTENDEE LISTING

FUND REPRESENTATIVES

JOHN BATES

MICHIGAN CHURCH EXTENSION FUND

PRESIDENT

734-678-8672 john.bates@mi-cef.org

3773 GEDDES RD ANN ARBOR, MI 48105

Fund Size $260M Total Assets $260M Total Number of Investors 10,000 Total Investment Obligations $200M Total Net Assets $55M Average Loan Yield 3.47% Weighted Avg Note Rate 2.0% Grants/Contributions $750,000 Number of Staff 13 Operations Outsourced Legal

JIM SAALFELD CEO

616-822-0800 jim.saalfeld@mi-cef.org

ANDREW SOHN VP- MARKETING & RELATIONS

734-213-3242 andrew.sohn@mi-cef.org

SHANNA CRAWFORD

MISSION INVESTMENT FUND OF ELCA

DIRECTOR OF ACCOUNTING

312-758-5576 shanna.crawford@elca.org

8765 W HIGGINS RD CHICAGO, IL 60631

Fund Size $705,000,000 Total Assets $705,000,000 Minimum Loan Capacity $50,000 Total Number of Investors 13,720 Total Investment Obligations $499,000,000 Total Net Assets $200,000,000 Average Loan Yield 4.02% Weighted Avg Note Rate 4.07% Grants/Contributions $2,800,000 Number of Staff 52 Operations Outsourced IT, HR

MANUEL CUERVO

27

VP OF DEPOSIT OPERATIONS

913-406-4953 manuel.cuervo@elca.org

AMELIA DAWKINS VICE PRESIDENT OF LENDING

773-380-2909 amelia.dawkins@elca.org

TIFFANY SMITH

LYNN MICHALAK

DIRECTOR OF REGULATORY

VP OF ACCOUNTING

COMPLIANCE, STAFF COUNSEL

312-919-0221 lynn.michalak@elca.org

773-852-6100 tiffany.smith@elca.org

HELEN WUERL VICE PRESIDENT MARKETING COMMUNICATIONS

708-912-0738 helen.wuerl@elca.org DILA CONFERENCE 2019

ATTENDEE LISTING

FUND REPRESENTATIVES

NATIONAL COVENANT PROPERTIES

PETER HEDSTROM PRESIDENT

773-442-6582 peter.hedstrom@nationalcovenantproperties.org

8303 WEST HIGGINS ROAD CHICAGO, IL 60631

Fund Size $400 million Total Assets $400 million Minimum Loan Capacity $25,000 Total Number of Investors 4,600 Total Investment Obligations $340 million Total Net Assets $69.5 million Average Loan Yield 4.61% Weighted Avg Note Rate 2.80% Grants/Contributions $500,000

Number of Staff 10 Operations Outsourced IT, Human Resources, Building Services

TIMOTHY CUMMINGS

ORCHARD ALLIANCE

VP FOR LEGAL SERVICES

8595 EXPLORER DR COLORADO SPRINGS, CO 80920

28

719-400-8184 cummingst@orchardalliance.org

Fund Size $290,000,000 Total Assets $290,000,000 Minimum Loan Capacity $50,000 Total Number of Investors 3,000 Total Investment Obligations $236,000,000 Total Net Assets $54,000,000 Average Loan Yield 5.25% Weighted Avg Note Rate 1.21% Grants/Contributions $500,000 Number of Staff 35 Operations Outsourced IT, Building Services

PRESBYTERIAN INVESTMENT & LOAN PROGRAM 100 WITHERSPOON STREET LOUISVILLE, KY 40202

Fund Size $155.3 million Total Assets $107 million Minimum Loan Capacity $9,000 Total Number of Investors 1,495 Total Investment Obligations $92.7 million Total Net Assets $13.8 million Average Loan Yield 4.264% Weighted Avg Note Rate 1.327% Number of Staff 13.5 Operations Outsourced: IT, HR, Legal, Building Services, Payroll, Insurance Services, General Ledger and Accounts Payable Processing DILA CONFERENCE 2019

ATTENDEE LISTING

ZACH GRAY AVP FOR CUSTOMER CARE

719-659-5155 grayz@orchardalliance.org

ROB PEASE CIO,COO

719-339-2315 peaser@orchardalliance.org

CLARE LEWIS VP, SALES & MARKETING

502-569-5865 clare.lewis@pcusa.org

LORRAINE RECCHIA SVP/COO

630-319-0497 lorraine.recchia@pcusa.org

JAMES RISSLER PRESIDENT

502-548-3579 james.rissler@pcusa.org FUND REPRESENTATIVES

BOB CARLSON

REFORMED CHURCH IN AMERICA CHURCH GROWTH FUND

EXECUTIVE DIRECTOR

616-403-8240 bcarlson@rca.org

4500 60TH STREET SE GRAND RAPIDS, MI 49512

Fund Size $83 million PAM GOSLINGA Total Assets $83 million VICE PRESIDENT Minimum Loan Capacity $5 million 712-737-4958 Total Number of Investors 382 pgoslinga@rca.org Total Investment Obligations $36 million Total Net Assets $46 million Average Loan Yield 4.35% Weighted Avg Note Rate 2.14% Grants/Contributions $786,000

Number of Staff 4 Operations Outsourced Accounting, IT, Human Resources, Marketing, Legal JILLISA TEITSMA

KAREN HULSART OPERATIONS ADMIN.

CHIEF FINANCIAL OFFICER

712-737-4958 khulsart@rca.org

616-540-7029 jteitsma@rca.org

DOUGLAS CROZIER

THE SOLOMON FOUNDATION

CHIEF EXECUTIVE OFFICER

714-271-5893 dcrozier@thesolomonfoundation.org

16965 PINE LANE, STE 200 PARKER, CO 80134 Fund Size $585M Total Assets $585M Minimum Loan Capacity $25,000 Total Number of Investors 6,000 Total Investment Obligations $540,000 Total Net Assets $33M Average Loan Yield 6.67% Weighted Avg Note Rate 2.45% Grants/Contributions $1.2M/yr Number of Staff 32 Operations Outsourced IT, HR, Legal

29

REBEKAH GRAHAM-FRANK SVP & CONTROLLER

720-341-2668 rgraham@thesolomonfoundation.org

RENEE LITTLE SVP OF PROJECT MANAGEMENT

209-627-8980 rlittle@thesolomonfoundation.org

SARAH ROBERTS

BRITTANY WAGNER

SVP OF OPERATIONS

DIRECTOR OF LOAN ADMIN.

303-565-0699 sroberts@thesolomonfoundation.org

719-244-7733 bwagner@thesolomonfoundation.org

KATIE WHITE DIRECTOR OF INVESTOR RELATIONS

303-618-1204 kwhite@thesolomonfoundation.org DILA CONFERENCE 2019

ATTENDEE LISTING

FUND REPRESENTATIVES

SOUTHERN BAPTISTS OF TEXAS FOUNDATION 4025 WOODLAND PARK BLVD, STE 380 ARLINGTON, TX 76013

Fund Size $65,000,000 Total Assets $72,000,000 Minimum Loan Capacity None Total Number of Investors 385 Total Investment Obligations $52,800,000 Total Net Assets $4,475,000 Average Loan Yield 3.05% Weighted Avg Note Rate 5.45% Number of Staff 6 Operations Outsourced IT, Legal

TEXAS DISTRICT CHURCH EXTENSION FUND 7900 E HIGHWAY 290 AUSTIN, TX 78724

30

TERRY JEFFRIES DIR. OF LENDING & CONSULTING

682-347-4900 tjeffries@sbtexasfoundation.com

BART MCDONALD EXECUTIVE DIRECTOR

682-347-4900 bmcdonald@sbtexasfoundation.com

PAM HERBER DIRECTOR OF OPERATIONS

512-646-1236 herber@texascef.org

REBECCA JONES

RAELYN PRACHT

EXECUTIVE DIRECTOR

MARKETING SPECIALIST

636-390-3316 jones@texascef.org

512-745-0672 rpracht@texascef.org

TOM STANTON

TEXAS METHODIST FOUNDATION

GENERAL COUNSEL

512-632-4725 tstanton@tmf-fdn.org

11709 BOULDER LN AUSTIN, TX 78726

DILA CONFERENCE 2019

ATTENDEE LISTING

FUND REPRESENTATIVES

PATRICK DUGGAN

UCC CHURCH BLDG & LOAN FUND

EXECUTIVE DIRECTOR

516-724-2099 dugganp@ucc.org

700 PROSPECT AVE E CLEVELAND, OH 44115

Fund Size $60 million Total Assets $60 million Minimum Loan Capacity $10,000 Total Net Assets $60 million Average Loan Yield 3.5% Weighted Avg Note Rate N/A Grants/Contributions $35,000 Number of Staff 8 Operations Outsourced Accounting, Marketing, Underwriting

UCC CORNERSTONE FUND 700 PROSPECT AVE E CLEVELAND, OH 44115

SUSAN MITCHELL ASSOCIATE DIRECTOR STRATEGIC INITIATIVES

404-313-8414 mitchells@ucc.org

JEANINE COLOZZA CHIEF LENDING OFFICER

216-310-8518 jcolozza@cornerstonefund.org

Fund Size $100 Million Total Assets $100 Million Minimum Loan Capacity $10,000 Total Number of Investors 3,834 Total Investment Obligations $84,363,013 Total Net Assets $10,929,483 Average Loan Yield 4.999% Weighted Avg Note Rate 2.253% Number of Staff 9 Operations Outsourced IT, Human Resources, Legal, Building Services

UNITED METHODIST FOUNDATION OF MICHIGAN 3347 EAGLE RUN DR NE, STE B GRAND RAPIDS, MI 49525

MARIA COYNE PRESIDENT & CEO

216-299-1227 mcoyne@cornerstonefund.org

KATHY HOUSTON VP-CFO/COO

440-610-4671 khouston@cornerstonefund.org

DAVID BELL PRESIDENT & EXECUTIVE DIRECTOR

810-360-3217 david@umfmichigan.org

Fund Size $12,000,000 KAREN THOMPSON Total Assets $14,500,000 SENIOR DIRECTOR Minimum Loan Capacity $1,500,000 OF LOAN SERVICES Total Investment Obligations $12,000,000 Total Net Assets $2,500,000 231-250-9907 Average Loan Yield 4.74% karen@umfmichigan.org Weighted Avg Note Rate 4.74% Number of Staff 1.5 Operations Outsourced Accounting, IT, Human Resources, Marketing DILA CONFERENCE 2019

ATTENDEE LISTING

FUND REPRESENTATIVES

UNITED PENTECOSTAL CHURCH LOAN FUND

STEPHEN DRURY PRESIDENT/DIRECTOR

636-229-7900 sldrury@upci.org

36 RESEARCH PARK COURT, 36 WELDON SPRING, MO 63304

Fund Size $42,975,075 Total Assets $49,950,994 Minimum Loan Capacity $8,304 Total Number of Investors 586 Total Investment Obligations $47,323,235 Total Net Assets $2,627,759 Average Loan Yield 5.97% Weighted Avg Note Rate 3.11% Grants/Contributions $0 Number of Staff 5 Operations Outsourced Legal

SUSANNA DRURY OFFICE MGR/CLIENT RELATIONS

314-623-8339 sldrury@upci.org

RICK LOVALL CHIEF LOAN OFFICER

636-229-7900 rlovall@upci.org

REBECCA RHOTEN-BATCHELOR MARKETING

636-229-7900 rrhoten@upci.org 32

VIRGINIA UNITED METHODIST DEVELOPMENT COMPANY 10330 STAPLES MILL RD GLEN ALLEN, VA 23060

Fund Size $46,000,000 Total Assets $46,000,000 Minimum Loan Capacity $50,000 Total Number of Investors 400 Total Investment Obligations $44,500,000 Total Net Assets $1,100,000 Average Loan Yield 4.62% Weighted Avg Note Rate 4.75% Number of Staff 4 Operations Outsourced Accounting, IT, Legal

DILA CONFERENCE 2019

ATTENDEE LISTING

COURTNEY HOWELL OPERATIONS MANAGER

804-300-0819 courtneyhowell@vaumc.org

RANDOLPH SHELTON VP LENDING & CAPITAL DEVELOPMENT

682-347-4900 bmcdonald@sbtexasfoundation.com

FUND REPRESENTATIVES

TIM RICKMAN

WATERSEDGE MINISTRY SERVICES

FINANCIAL ANALYST &RISK MANAGER

3800 N MAY AVE OKLAHOMA CITY, OK 73112

405-949-9500 trickman@bfok.org

Fund Size $107,968,372 Total Assets $107,968,372 Minimum Loan Capacity $10,000,000 Total Number of Investors 191 Total Investment Obligations $49,563,566 Total Net Assets $5,589,820 Average Loan Yield 4.8% Weighted Avg Note Rate 2.5% Number of Staff 6 Operations Outsourced None

CHASE RITTER ATTORNEY

405-949-9500 critter@bfok.org

JERRY VAUGHAN PRESIDENT, CHIEF LENDING OFFICER

405-400-8103 jvaughan@watersedgeservices.org

SCOTT PAGE

WELS CHURCH EXTENSION FUND

EXECUTIVE DIRECTOR

262-409-5995 scott.page@wels.net

N16W23377 STONE RIDGE DR WAUKESHA, WI 53188

Fund Size $204 Million Total Assets $204 Million Minimum Loan Capacity $250,000 Total Number of Investors 3,300 Total Investment Obligations $93.6 Million Total Net Assets $105.4 Million Average Loan Yield 4.13% Weighted Avg Note Rate 4.13% Grants/Contributions $2.9 Million Number of Staff 7

WESLEYAN INVESTMENT FOUNDATION 13300 OLIO RD FISHERS, IN 46037

Fund Size $1,066,000,000 Total Assets $1,066,000,000 Minimum Loan Capacity $5,000 Total Number of Investors 9,050 Total Investment Obligations $859,000,000 Total Net Assets $207,000,000 Average Loan Yield 5.054% Weighted Avg Note Rate 2.47% Grants/Contributions $1,092,000 Number of Staff 20

DILA CONFERENCE 2019

ATTENDEE LISTING

33

DARYL GRABOWSKI SENIOR VICE PRESIDENT

317-774-7300 grabowskid@wifonline.com

LARRY MOORE COO

317-774-7300 larrymoore@wifonline.com

RICH MOORLACH SENIOR VICE PRESIDENT

317-774-7300 moorlachr@wifonline.com FUND REPRESENTATIVES

34

Attorneys Find out which ATTORNEYS are attending, sorted by organization/firm name then alphabetically by last name.

Information has been collected by organization representatives during the registration process.

RANDY STERNS

BUSH ROSS PA

ATTORNEY

1801 N HIGHLAND TAMPA, FL 33602

813-748-5654 rsterns@bushross.com

PENWELL BOWMAN + CURRAN LLC

BRANDT BOWMAN ATTORNEY

717-727-0572 bbowman@penwelllaw.com

215 PINE STREET, STE 200 HARRISBURG, PA 17101

MATTHEW CURRAN ATTORNEY

717-727-0571 mcurran@penwelllaw.com

COURTNEY LYNCH

QUARLES & BRADY LLP

ATTORNEY

135 N PENNSYLVANIA ST, STE 2400 INDIANAPOLIS, IN 46204

317-399-2859 courtney.lynch@quarles.com

SMITH HAUGHEY RICE & ROEGGE

JARON NYHOF ATTORNEY

616-283-2386 jnyhof@shrr.com

85 E 8TH ST, STE 310 HOLLAND, MI 49424

MATTHEW WIEBE ATTORNEY

616-499-6360 mwiebe@shrr.com

DILA CONFERENCE 2019

ATTENDEE LISTING

ATTORNEYS

35

SPENCER FANE LLP

1 N BRENTWOOD BLVD, STE 1000 CLAYTON, MO 63105

LEONARD PRANSCHKE ATTORNEY

314-517-6617 lpranschke@spencerfane.com

RAVI SUNDARA ATTORNEY

314-517-5038 rsundara@spencerfane.com

WARNER NORCROSS + JUDD LLP 111 LYON ST NW, STE 900 GRAND RAPIDS, MI 49503

DANA DAWE SENIOR SECURITIES COMPLIANCE CONSULTANT

616-460-6782 ddawe@wnj.com

TIMOTHY HORNER ATTORNEY

36

616-752-2180 thorner@wnj.com

Graystone Consulting is Proud to Support DILA Graystone Consulting is focused solely on your results; providing a sophisticated framework and disciplined approach to help guide investment decisions while supporting your goals and risk parameters.

Our comprehensive advice, delivered locally by experienced Graystone Consulting investment consultants, can help your organization be poised to support its causes for years to come.

For more information about how our depth of resources and local presence can help your organization meet its financial objectives, please call today.

SILVER SPONSOR

Graystone Consulting - Chicago NW George Cook Institutional Consulting Director Carl Viard Institutional Consulting Director Mary Tomanek Institutional Consulting Director 760 W. Main Street Barrington, IL 60010 847-382-6608 george.t.cook@msgraystone.com www.msgraystone.com/chicago-nw/

Š 2019 Morgan Stanley Smith Barney LLC. Member SIPC. Graystone Consulting is a business of Morgan Stanley Smith Barney LLC.

CRC 2641499 07/19

38

Exhibitors & Sponsors Find out more about our EXHIBITORS & SPONSORS, sorted by organization name then alphabetically by last name. Information has been collected by organization representatives during the registration process.

AMI INFORMATION SYSTEMS 8348 CORPORATE DR MOUNT PLEASANT, WI 53406

ARACELI COVARRUBIAS

PAUL ARNESON

SOFTWARE DEVELOPER

SALES AGENT

CLIENT SERVICES

920-602-6666 paularneson@arneserve.com

262-886-4170 aracelic@amiinfosys.com

JASON GREENWOOD

BOHDAN PLESHKEWYCH

VICE PRESIDENT

VP BUSINESS DEVELOPMENT

262-886-4170 jason@amiinfosys.com

847-924-0055 dplesh@amiinfosys.com

WANDERLEI SANTOS SOFTWARE DEVELOPER PROJECT MANAGER

262-886-4170 wsantos@amiinfosys.com

PLATINUM SPONSOR

BKD CPAS & ADVISORS 910 E. ST. LOUIS STREET, STE 200 SPRINGFIELD, MO 65806 GARY BISHOP

LYNDI BLAMEY

SENIOR MANAGER

SENIOR MANAGER

260-704-4279 gbishop@bkd.com

417-865-8701 lblamey@bkd.com

BRANDY BUCKLER

DANIEL WANINGER

DIRECTOR

DIRECTOR

417-865-8701 bbuckler@bkd.com

317-383-4213 dwaninger@bkd.com

GOLD SPONSOR DILA CONFERENCE 2019

ATTENDEE LISTING

EXHIBITORS & SPONSORS

WESLEY ROTHOVE

BOK FINANCIAL SECURITIES

VP INSTITUTIONAL

7500 COLLEGE BLVD OVERLAND PARK, KS 66210

INVESTMENTS

417-413-6462 wrothove@bokf.com

CAPINCROUSE

55 SHUMAN BLVD, STE 300 NAPERVILLE, IL 60563 DOUG MCVEY

MARK YODER

PARTNER

PARTNER

630-682-9797 dmcvey@capincrouse.com

630-682-9797 myoder@capincrouse.com GOLD SPONSOR

CORNERSTONE MANAGEMENT, INC. 910 E. ST. LOUIS STREET, STE 200 SPRINGFIELD, MO 65806

40

CHAD CRAWFORD

KAREN SILAY

LEAD PORTFOLIO MANAGER &

DIRECTOR OF BUSINESS

INVESTMENT CONSULTANT

DEVELOPMENT & MARKETING

404-786-5308 chad@cornerstonemgt.net

770-262-5026 karen@cornerstonemgt.net

BRYAN TAYLOR, CFA CHIEF EXECUTIVE & INVESTMENT OFFICER

770-262-5026 bryan@cornerstonemgt.net GOLD SPONSOR

CROSSFIRST BANK 4707 W 135TH ST LEAWOOD, KS 66224

PATRICK MELLAND

ERIC SCHROEDER

INSTITUTIONAL BANKER

MANAGING DIRECTOR

913-378-2460 patrick.melland@crossfirstbank.com

816-529-4110 eric.schroeder@crossfirstbank.com

DILA CONFERENCE 2019

ATTENDEE LISTING

EXHIBITORS & SPONSORS

CROSS LINK GROUP

8595 CRITERION DR, #63414 COLORADO SPRINGS, CO 80920 JASON STROUP

RON FLEMING

MANAGER OF IMPLEMENTATION,

PRESIDENT

SECURITY & ARCHITECTURE

719-930-9725 rfleming@crosslinkgroup.com

719-569-5702 jstroup@crosslinkgroup.com

DDI

12821 E NEW MARKET ST, STE 250 CARMEL, IN 46032 TOM AMBLER

KEVIN HESLER

PRESIDENT & CEO

VP OF OPERATIONS

317-919-8566 tambler@ddi.org

317-473-0457 khesler@ddi.org

PATRICK MCHUGH VP OF BUSINESS DEVELOPMENT

41

317-502-5745 pmchugh@ddi.org PLATINUM SPONSOR

FOUNDRY COMMERCIAL 26522 LA ALAMEDA, STE 280 MISSION VIEJO, CA 92691 CHRIS BURY

CHARLIE HOWARTH

PARTNER,

BROKER

SR. VICE PRESIDENT

949-939-6238 charlie.howarth@foundrycommercial.com

949-939-6238 chris.bury@foundrycommercial.com

MATT MESSIER PARTNER, MANAGING DIRECTOR

407-540-7789 matt.messier@foundrycommercial.com DILA CONFERENCE 2019

ATTENDEE LISTING

EXHIBITORS & SPONSORS

GOLDSTAR TRUST COMPANY 1401 4TH AVE CANYON, TX 79015

JOHN JOHNSON

CARLA MCCASLIN

SENIOR VICE PRESIDENT

TRUST OFFICER

806-354-3888 john@goldstartrust.com

800-486-6888 cmccaslin@goldstartrust.com BRONZE SPONSOR

GRAYSTONE CONSULTING 760 W MAIN ST BARRINGTON, IL 60010

GEORGE T. COOK

MATT JACKSON

MANAGING DIRECTOR

FINANCIAL ADVISOR

815-404-3964 george.t.cook@msgraystone.com

847-382-6618 matt.jackson@msgraystone.com

CARL VIARD

MARY TOMANEK INSTITUTIONAL

INSTITUTIONAL

CONSULTING DIRECTOR

CONSULTING DIRECTOR

847-217-2272 mary.l.tomanek@msgraystone.com

847-382-3762 carl.h.viard@msgraystone.com SILVER SPONSOR

UMB BANK

2 S BROADWAY ST. LOUIS, MO 63102 NICHOLAS LUCHTEFELD

JOHN BURKE

SVP/MANAGER FINANCIAL

SENIOR VICE PRESIDENT

SERVICES & SUPPORT

314-495-9972 john.burke@umb.com

314-612-8123 nicholas.luchtefeld@umb.com

JENNIFER STANEK AVP, FIXED INCOME SPECIALIST

314-612-8037 jennifer.stanek@umb.com DILA CONFERENCE 2019

ATTENDEE LISTING

TITLE SPONSOR

EXHIBITORS & SPONSORS

BRONZE SPONSOR

44

Others Meet OTHER ATTENDEES who are attending, sorted by organization/firm name then alphabetically by last name.

Information has been collected by organization representatives during the registration process.

JOHN BRUMMITT

BOARD OF RETIREMENT

PRESIDENT & CEO

5233 MT. VIEW ROAD ANTIOCH, TN 37013

877-767-7738 john@nafwb.org

MISSION DEVELOPMENT CERTIFICATES PROGRAM PO BOX 423 SEAHURST, WA 98062

SARAH PENISTON COMMUNICATIONS COORDINATOR

206-660-0773 sarah@mdcprogram.org

NXTSOFT

TOM PARSONS

850 CORPORATE PKWY, STE 110 BIRMINGHAM, AL 35242

SENIOR SALES MANAGER

847-370-9937 tparsons@nxtsoft.com 45

THE MEETING CONNECTION, INC. 6373 MEADOW GLEN DRIVE NORTH WESTERVILLE, OH 43082 DWIGHT LOKEN

KATHLEEN LOKEN

CMP, PRESIDENT

VICE PRESIDENT

614-499-3771 dwight@tmcmeetings.com

614-440-9361 kathleen@tmcmeetings.com

TREVOR LOKEN SYSTEMS ADMINISTRATOR LEAD GRAPHIC DESIGNER

614-507-0380 trevor@tmcmeetings.com

DILA CONFERENCE 2019

ATTENDEE LISTING

OTHERS

46

Late Fund Entries Find out which FUNDS are attending and who is representing those funds, sorted by organization name then alphabetically by last name. Information has been collected by organization representatives during the registration process after the initial program release.

APOSTOLIC MUTUAL 5401 CITRUS AVE FONTANA, CA 92336

GIL AGUILAR DIRECTOR

909-987-3013 gilaguilar@apostolicmutual.org

EDDIE CAMPA

JORGE MONTES

EXECUTIVE DIRECTOR

DIRECTOR

909-987-3013 eddiecampa@apostolicmutual.org

909-987-3013 jorgemontes@apostolicmutual.org

CHURCH BUILDERS PLUS 1812 UNIVERSITY BLVD ANDERSON, IN 46012

CHARLES SHUMATE PRESIDENT

765-621-7202 cshumate@cbplus.org

LUTHERAN ASSOCIATION FOR CHURCH EXTENSION 7075 GRATIOT RD SAGINAW, MI 48609

Fund Size $53,850,000 Total Assets $53,850,000 Minimum Loan Capacity $1,000 Total Number of Investors 2,327 Total Investment Obligations $45,936 Total Net Assets $5,275 Average Loan Yield 4.73% Weighted Avg Note Rate 3.11% Grants/Contributions Number of Staff 2.5

Operations Outsourced IT

ORTHODOX PRESBYTERIAN CHURCH LOAN FUND 607 EASTON RD WILLOW GROVE, PA 19090

SCOTT CARVEY BOARD

989-781-1600 dkrueger@laceinc.org 47

DONALD KRUEGER PRESIDENT/CEO

989-781-1600 dkrueger@laceinc.org

$21,000

MARK STUMPFF MANAGER

215-935-1028 mark.stumpff@opc.org

Fund Size $15,000,000 Total Assets $15,000,000 Minimum Loan Capacity $1,000,000 Total Number of Investors 375 Total Investment Obligations $12,815,000 Total Net Assets $2,000,000 Average Loan Yield 4.81% Weighted Avg Note Rate 2.46% Number of Staff 1

Operations Outsourced Legal DILA CONFERENCE 2019

ATTENDEE LISTING

FUND REPRESENTATIVES

PENTECOSTAL THEOLOGICAL SEMINARY 900 WALKER STREET NE CLEVELAND, TN 37311

CALEB PEACOCK DIRECTOR OF FINANCE

423-790-8497 cpeacock@ptseminary.edu

Fund Size $19,000,000 Total Assets $19,000,000 Minimum Loan Capacity $40,000 Total Net Assets $19,000,000 Average Loan Yield 7.25% Weighted Avg Note Rate 6.25% Number of Staff 40 Operations Outsourced None

48

DILA CONFERENCE 2019

ATTENDEE LISTING

FUND REPRESENTATIVES

Your Event

Starts Here Bring your ideas to life. Let us help you select a location for your next corporate event and design your event from beginning to end.

$

Negotiate the

Best Rates

Let us set up all the contacts. We negotiate the best rates possible for hotel rooms, event space, entertainment, and more!

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

A B O UT 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.

CO NTA CT STREET ADDRESS: 6373 Meadow Glen Dr N Westerville, OH 43082

PHONE: (614) 898-9361 Email: info@tmcmeetings.com

SAVE THE DATE DILA 2020 CONFERENCE • BALTIMORE SEPTEMBER 13-15, 2020 DILA (Denominational Investors & Loan Administrators) thanks you for attending the 2019 DILA Conference, and we look forward to seeing you next year in Baltimore for the 2020 DILA Conference. 2019 has been one of our best conferences to date, and we look forward to charming you next year in “Charm City!”

“A n d t h e y t o o k u s t o t h e s t r e e t s o f B a l t i m o r e Her heart was filled with laughter when she saw those city lights She said the prettiest place on earth is Baltimore at night. . .”

Join us in Charm City!

PHOTOGRAPHY PORTFOLIO

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