DILA 2018 Conference Las Vegas, NV | September 17-18, 2018 JW Marriott Las Vegas Resort & Spa
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DILA
D E N O M I N A T I O N A L I N V E S T O R S
2018
& L O A N A D M I N I S T R A T O R S
DILA 2018 Conference
Las Vegas, NV | September 17-18, 2018
JW Marriott Las Vegas Resort & Spa
www.dilaconference.com
DILA 2018 Conference
Las Vegas, NV
September 17-18, 2018
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
© 2018 DILA Conference
www.dilaconference.com
06 Plenary Speakers
Get to know our plenary speakers. Plenary
sessions are Monday at 10:30 A.M. and
2 Tuesday at 10:15 A.M.
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.
14 Attendee Listing
A great networking tool to find out who
else is attending the conference, sorted
categorically then alphabetically by last
name.
3
DILA (Denominational Investors & Loan Administrators) is an informal
fellowship which meets to help maximize the effectiveness of not-for-
profit 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:
VISION
• 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.
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Plenary Speakers
Jud Wilhite Jim Sheppard
Senior Pastor & Best-Selling Author CEO & Principal
Central Church Generis
6
Jud Wilhite serves as Senior Pastor Jim Sheppard is CEO & Principal of
MON. 10:30A TUE. 10:15A
of Central Church. Central is Generis, a consulting firm that is
dedicated to introducing people to Jesus and helping passionate about helping Churches inspire and
them follow Him. Jud is a best-selling author who has cultivate generosity through giving development,
written several books including The God of Yes, coaching and strategy. Jim and his wife Nancy live in
Pursued, and a study Bible for new believers, The the Atlanta, GA area and they have two daughters.
Uncensored Truth Bible for New Beginnings. His
teaching segments are heard nationally on KLOVE After college, Jim passed the CPA exam and pursued
radio. Jud and his wife, Lori, reside in the Las Vegas a career as a financial executive. Though he grew up
area with their two children, Emma and Ethan, and a in the church, Jim was not a believer until he was 28.
slobbery Bulldog named Roxy. That part of his life intersected with his business life
in 1991 when he thought he might be called to the
After Becoming a Christian, Jud went on to graduate pastorate—this coming at a time when he was at a
from Dallas Christian College and Lincoln Christian very high level in a major financial services company.
Seminary. He is a frequent conference speaker, and Seven months later through a corporate buyout and
his role as Senior Pastor is to be the spiritual leader of a series of providentially inspired events, Jim moved
the Central family, the primary Bible teacher and the from the corporate world to giving development for
communicator of Central’s mission, vision and values. churches and ministry organizations.
Read more at www.judwilhite.com Read more at www.generis.com
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Program Agenda
TITLE SPONSOR
UMB Bank
www.umb.com
SUNDAY, SEPTEMBER 16
7:00 P.M.–8:30 P.M. REGISTRATION/CHECK-IN Palms Pre-Function Area
PLATINUM SPONSORS
MONDAY, SEPTEMBER 17
AMI Information Systems
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7:30 A.M. REGISTRATION/CHECK-IN Palms Pre-Function Area
7:30 A.M. BREAKFAST Parian AB
DiscipleData, Inc.
8:30 A.M. WELCOME & PROGRAM OVERVIEW Cascade www.ddi.org
CLARE LEWIS The Presbyterian Investment and Loan Program (PILP)
8:40 A.M. MORNING DEVOTION Cascade
AMELIA DAWKINS Evangelical Lutheran Church in America (ELCA)
8
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9:00 A.M. FUND BY FUND INTRODUCTIONS Cascade
10:00 A.M. EXHIBIT BREAK & NETWORKING Palms Pre-Function Area
BKD CPAs & Advisors
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10:30 A.M PLENARY SESSIONS #1 & #2 Cascade
JUD WILHITE Senior Pastor & Best-Selling Author, Central Church
MIKE BODINE Central Church GEOFF SAGE Central Church
12:00 P.M. LUNCH Parian AB
Graystone Consulting
1:15 P.M. BREAKOUT BY FUNCTION www.msgraystone.com
• MARKETING NATHAN ELSON CDF Capital Palms 1
• INVESTMENT OPERATIONS CHRISTOPHER CLARK Disciples Palms 2
• LENDING OPERATIONS SANDRA SAUTER Lutheran Church Ext. Fund Palms 3
• FINANCE/ACCOUNTING PETER HEDSTROM National Covenant Properties Parian C
• SENIOR MANAGEMENT MIKE RHINE Church Growth Investment Parian D
2:20 P.M. BREAKOUT BY FUND SIZE
• $0-99 MILLION ANGIE CONINE Church Loan Fund, Inc. Palms 1
• $100-499 MILLION JIM RISSLER PILP Palms 2
• $500+ MILLION LOUIS MYERS CDF Capital Palms 3
• MINISTRY PARTNERS Parian D
Program Agenda
SILVER SPONSORS
Capin Crouse
www.capincrouse.com
MONDAY, SEPTEMBER 18 (continued)
3:20 P.M. EXHIBIT BREAK & NETWORKING Palms Pre-Function Area
Cornerstone Management
www.cornerstonemgt.net
3:40 P.M. BREAKOUT BY TOPIC
• ECONOMY & MARKETS GEORGE COOK Graystone Consulting Cascade
• GENEROSITY & GIVING GEOFF SAGE Central Church Palms 2
• MARKETING NATHAN ELSON CDF Capital Palms 1
• REAL ESTATE CHRIS BURY Foundry Commercial Parian C
• LEGAL JARON NYHOF, LEONARD PRANSCHKE, RAVI SUNDARA, COURTNEY LYNCH Parian D
4:30 P.M. DAY 1 CONCLUDES
BRONZE SPONSOR
9
TUESDAY, SEPTEMBER 19
GoldStar Trust Company
www.goldstartrust.com
7:30 A.M. BREAKFAST Parian AB
8:30 A.M. MORNING DEVOTION Cascade
CLARE LEWIS The Presbyterian Investment and Loan Program (PILP)
ART RHODES Church Loan Fund, Inc.
8:50 A.M. BREAKOUT BY FUNCTION
• MARKETING NATHAN ELSON CDF Capital Palms 1
• INVESTMENT OPERATIONS CHRISTOPHER CLARK Disciples Palms 2
• LENDING OPERATIONS SANDRA SAUTER Lutheran Church Ext. Fund Palms 3
• FINANCE/ACCOUNTING PETER HEDSTROM National Covenant Properties Parian C
• SENIOR MANAGEMENT MIKE RHINE Church Growth Investment Parian D
9:50 A.M EXHIBIT BREAK & NETWORKING Palms Pre-Function Area
10:15 A.M. PLENARY SESSION #3 Cascade
JIM SHEPPARD CEO & Principal, Generis
11:30 A.M. CONFERENCE CONCLUDESREGISTRATION MAIN SESSIONS BREAKOUTS & MEALS EXHIBITS
The solid black area on the The bright yellow room on the The gold areas on the The solid black area on the
program agenda and map. program agenda and map. program agenda and map. program agenda and map.
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CONTACT
CALL NOW!
Dwight Loken, CMP (614) 898-9361
STREET ADDRESS:
6373 Meadow Glen Dr N
Office: 6373 Meadow Glen Dr N, Westerville, OH 43082 Westerville, OH 43082
Phone: (614) 898-9361 / Fax: (614) 898-9364
Email: info@tmcmeetings.com / Website: tmcmeetings.com PHONE: (614) 898-9361
Email: info@tmcmeetings.comGOLD SPONSOR
Graystone Consulting is
Proud to Support DILA
Graystone Consulting is focused solely on your results; providing Graystone Consulting - Chicago NW
a sophisticated framework and disciplined approach to help guide George Cook
investment decisions while supporting your goals and risk parameters. Institutional Consulting Director
Our comprehensive advice, delivered locally by experienced Graystone
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Consulting investment consultants, can help your organization be Institutional Consulting Director
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© 2018 Morgan Stanley Smith Barney LLC. Member SIPC. Graystone Consulting is a business of Morgan Stanley Smith Barney LLC. CRC 2219974 08/18Blessed is the one who trusts in the Lord,
whose confidence is in Him.
JEREMIAH 17:7 (NIV)
Attendee Listing
14
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 gray pages in Refer to the yellow pages Refer to the black pages in
in the following directory. the following directory. in the following directory. the following directory.Attendees–Funds
Ted Adomanis John Bates Ryan Bowell
Board Member President Director of Credit Services
Grace Brethren Investment FDN Church Extension Fund MI Grace Brethren Investment FDN
PO Box 587 3773 Geddes Rd PO Box 587
Winona Lake, IN 46590 Ann Arbor, MI 48105 Winona Lake, IN 46590
(574) 267-5161 (734) 213-3241 (574) 267-5161
ted@assistcx.org john.bates@mi-cef.org rbowell@gbif.com
www.assistcx.org www.mi-cef.org www.gbif.com
15
Fund Size: $110M Fund Size: $262M Fund Size: $110M
Rob Boyer Kevin Bremer Dan Bridges
CEO Vice President - Finance Assistant Superintendent
Narthex Lutheran Church Extension Fund United Missionary Loans and
3848 W. 105th Terrace 10733 Sunset Office Dr, Ste 300 Investments
Leawood, KS 66206 St. Louis, MO 63129 3301 Benham Ave
(913) 915-1140 (314) 413-2469 Elkhart, IN 46517
rob.boyer@narthex.com kevin.bremer@lcef.org (574) 293-1332
www.narthex.com www.lcef.org dan@mcncd.org
Fund Size: $1.8BN www.mcncd.org
Fund Size: $11MAttendees–Funds
Eddie Campa Scott Carvey Barry Case
Business Manager President/CEO Vice President & CFO
Apostolic Mutual Lutheran Association for Church Christian Investors Financial
10807 Laurel St Extension 901 E 78th St, PO Box 20759
Rancho Cucamonga, CA 91730 PO Box 6402, Suite #3 Minneapolis, MN 55420
(909) 987-3013 Saginaw, MI 48608 (952) 853-8447
eddiecampa@apostolicmutual.org (231) 759-1111 barry@christianinvestors.org
16 www.apostolicmutual.org scarvey@laceinc.org www.christianinvestors.org
www.laceinc.org Fund Size: $210M
Fund Size: $49M
Michael Cheravitch Christopher Clark Angie Conine
Chief Lending Officer Director of Investor Services and Chief Operating Officer
UCC Cornerstone Fund Securities Compliance Church Loan Fund, Inc.
700 Prospect Avenue Disciples Church Extension Fund 4205 North Ocoee Street
Cleveland, OH 44115 1099 N. Meridian St, Ste 700 Cleveland, TN 37311
(216) 736-3831 Indianapolis, IN 46204 (423) 478-7131
mcheravitch@cornerstonefund.org (317) 635-6500 aconine@churchloanfund.com
www.cornerstonefund.org cclark@disciplescef.org www.churchloanfund.com
Fund Size: $100M www.disciplescef.org Fund Size: $40M
Fund Size: $175MAttendees–Funds
Maria Coyne Bill Crammer Shanna Crawford
President & CEO SVP-Chief Lending Officer Director of Accounting
UCC Cornerstone Fund Ministry Partners Investment Co. Mission Investment Fund of ELCA
700 Prospect Avenue 915 W Imperial Highway 8765 W. Higgins Rd.
Cleveland, OH 44115 Brea, CA 92821 Chicago, IL 60631
(216) 736-3830 (562) 533-3684 (773) 380-2662
mcoyne@cornerstonefund.org bill.crammer@ministrypartners.org shanna.crawford@elca.org
www.cornerstonefund.org www.ministrypartners.org www.elca.org
17
Fund Size: $100M Fund Size: $165M Fund Size: $700M
Douglas Crozier Chris Csergei Timothy Cummings
Chief Executive Officer Director of Investor Relations Assistant Secretary
The Solomon Foundation CDF Capital Alliance Development Fund
16965 Pine Lane, Suite 200 P.O. Box 19700 8595 Explorer Drive
Parker, CO 80134 Irvine, CA 92623-9700 Colorado Springs, CO 80920
(855) 873-5873 (949) 417-5863 (719) 268-7218
dcrozier@thesolomonfoundation.org ccsergei@cdfcapital.org cummingst@theorchard.org
www.thesolomonfoundation.org www.cdfcapital.org www.adf-inc.com
Fund Size: $465M Fund Size: $550M Fund Size: $300MAttendees–Funds
David Dalton Amelia Dawkins Stephen Dawson
Vice President, Marketing Vice President of Lending President
Mission Investment Fund of ELCA Mission Investment Fund of ELCA National Covenant Properties
8765 W. Higgins Rd. 8765 W. Higgins Rd. 8303 W. Higgins Rd.
Chicago, IL 60631 Chicago, IL 60631 Chicago, IL 60631
(773) 490-0541 (773) 380-2909 (773) 907-3336
david.dalton@elca.org amelia.dawkins@elca.org steve.dawson@
18 www.elca.org www.elca.org nationalcovenantproperties.org
Fund Size: $725M Fund Size: $725M nationalcovenantproperties.org
Fund Size: $400M
Stephen Drury Susanna Drury Brad Dupray
President Office Manager Senior VP, Ministry Development
UPCLF UPCLF CDF Capital
36 Research Park Ct 36 Research Park Ct P.O. Box 19700
Weldon Spring, MO 63304 Weldon Spring, MO 63304 Irvine, CA 92623-9700
(314) 837-7300 (314) 837-7300 (949) 417-5800
smdrury@upci.org sldrury@upci.org bdupray@cdfcapital.org
www.upci.org www.upci.org www.cdfcapital.org
Fund Size: $42M Fund Size: $42M Fund Size: $641MAttendees–Funds
Nathan Elson Diane Follmer Tammy Foster
VP, Marketing Loan Officer Operations Assistant
CDF Capital WI United Methodist Foundation IN U.M. Loan & Savings Ministry
P.O. Box 19700 750 Windsor St Ste 305 8401 Fishers Center Dr
Irvine, CA 92623-9700 Sun Prairie, WI 53590 Fishers, IN 46038
(619) 552-2755 (608) 837-9582 (317) 788-7879
nelson@cdfcapital.org dfollmer@wumf.org tfoster@umfindiana.org
www.cdfcapital.org www.wumf.org www.umfindiana.org
19
Fund Size: $641M Fund Size: $132M Fund Size: $36M
Jennifer R. Gallagher Gerry Gitchell Rena Gonzalez
Chief Financial Officer Director of Business Services Apostolic Mutual
Disciples Church Extension Fund Synod of the Pacific 10807 Laurel St
1099 N. Meridian St, Ste 700 200 Kentucky St, Ste B Rancho Cucamonga, CA 91730
Indianapolis, IN 46204 Petaluma, CA 94952 (909) 987-3013
(317) 713-2511 (707) 765-1775 gpacheco@apostolicnet.org
jgallagher@churchextensionfmr. gerry@synodpacific.org www.apostolicmutual.org
org www.synodpacific.org
www.churchextensionfmr.org Fund Size: $40M
Fund Size: $175MAttendees–Funds
Pam Goslinga David Graf Rebekah Graham-Frank
Vice President VP for Church Services Sr. Vice President and Controller
RCA Church Growth Fund, Inc. The Alliance Development Fund The Solomon Foundation
612 8th Street SE PO Box 63419 16965 Pine Lane, Suite 200
Orange City, IA 51041 Colorado Springs, CO 80962 Parker, CO 80134
(712) 737-4958 (719) 268-2220 (855) 873-5873
pgoslinga@rca.org grafd@adf-inc.com rgraham@thesolomonfoundation.org
20 www.rca.org www.adf-inc.com www.thesolomonfoundation.org
Fund Size: $80M Fund Size: $300M Fund Size: $465M
Zachary Gray David Haney Stephen Hanscom
Manager for Investment Services Loan Fund Manager Lending Services
The Alliance Development Fund Orthodox Presbyterian Church IPHC Extension Loan Fund
PO Box 63419 607 Easton Road, Building E 7300 NW 39th Expressway
Colorado Springs, CO 80962 Willow Grove, PA 19090 Bethany, OK 73008
(888) 878-3060 (215) 284-1993 (405) 792-7163
grayz@adf-inc.com david.haney@opc.org shanscom@iphc.org
www.adf-inc.com www.opc.org www.iphc.org
Fund Size: $300M Fund Size: $15M Fund Size: $62MAttendees–Funds
Peter Hedstrom Tamara Hendricks Pam Herber
CFO Loan Officer Director of Operations
National Covenant Properties IN U.M. Loan & Savings Ministry Texas District CEF
8303 W. Higgins Dr. 8401 Fishers Center Drive 301 Cottonwood Lane
Chicago, IL 60631 Fishers, IN 46038 Pfulgerville, TX 78660
(773) 442-6582 (317) 788-7879 (512) 646-1236
peter.hedstrom@covchurch.org thendricks@umfindiana.org pamihlo@gmail.com
www.covchurch.org www.umfindiana.org www.texascef.org
21
Fund Size: $400M Fund Size: $36M Fund Size: $180M
Rhonda J. Hopewell Robert Hoppe Daniel Hussey
Dir. of Loan Services & Paralegal VP Loans Director of Loan Programs
Disciples Church Extension Fund Texas Methodist Foundation United Methodist Foundation of
1099 N. Meridian St, Ste 700 11709 Boulder Lane #100 New England
Indianapolis, IN 46204 Austin, TX 78726 16 Route 111, Bldg 3, Ste 102
(317) 713-2526 (512) 789-8470 Derry, NH 03038
rhopewell@disciplescef.org rhoppe@tmf-fdn.org (603) 817-6801
www.disciplescef.org www.tmf-fdn.org dan@umfne.org
Fund Size: $175M Fund Size: $575M www.umfne.org
Fund Size: $108MAttendees–Funds
Chris Jacobs Becca Jones Bruce Jost
Controller Executive Director Vice President
IN U.M. Loan & Savings Ministry Texas District CEF MB Foundation
8401 Fishers Center Dr 7900 E Highway 290 200 East D St, PO Box 220
Fishers, IN 46038 Austin, TX 78724 Hillsboro, KS 67063
(317) 788-7879 (636) 390-3316 (620) 947-3151
cjacobs@umfindiana.org jones@texascef.org bjost@mbfoundation.com
22 www.umfindiana.org www.texascef.org www.mbfoundation.com
Fund Size: $36M Fund Size: $180M Fund Size: $100M
Jesse Kamm, Ph.D. Darren Key Belinda King
VP of Construction Management Chief Executive Officer Assistant Vice President
Christian Financial Resources Christian Financial Resources Disciples Church Extension Fund
1485 International Pkwy Ste. 1001 1485 International Pkwy Ste. 1001 1099 N. Meridian St, Ste 700
Lake Mary, FL 32746 Lake Mary, FL 32746 Indianapolis, IN 46204
(407) 268-5000 (407) 268-5000 (317) 635-6500
jesse@cfrministry.org darren@cfrministry.org bking@disciplescef.org
www.cfrministry.org www.cfrministry.org www.disciplescef.org
Fund Size: $425M Fund Size: $425M Fund Size: $175MAttendees–Funds
Mike Kocolowski Don Krueger Paul Kruit
Chief Operating Officer President/CEO Vice President
Christian Financial Resources Lutheran Association for Church Converge Cornerstone Fund
1485 International Pkwy Ste. 1001 Extension 2002 S. Arlington Heights Rd.
Lake Mary, FL 32746 PO Box 6402, Suite #3 Arlington Heights, IL 60005
(407) 268-5000 Saginaw, MI 48608 (847) 879-3208
mike@cfrministry.org (989) 598-2118 paul.kruit@converge.org
www.cfrministry.org dkrueger@laceinc.org www.converge.org
23
Fund Size: $425M www.laceinc.org Fund Size: $247M
Fund Size: $49M
Angie Lenhardt Clare Lewis Sandra Litke
Manager - Loan Operations Vice President, Sales & Marketing Controller
Lutheran Church Extension Fund Presbyterian Investment & Loan CDF Capital
10733 Sunset Office Dr, Ste 300 Program (PILP) 2050 Main Street, Ste 400
St. Louis, MO 63129 100 Witherspoon Street Irvine, CA 92614
(314) 221-2804 Louisville, KY 40202 (949) 417-5823
angie.lenhardt@lcef.org (502) 569-5865 slitke@cdfcapital.org
www.lcef.org clare.lewis@pcusa.org www.cdfcapital.org
Fund Size: $1.8BN www.pcusa.org Fund Size: $641M
Fund Size: $90MAttendees–Funds
Renee Little Felipe Lugo Jose Maldonado
Sr. Vice President of Project President VP Lending
Management Apostolic Mutual Christian Financial Resources
The Solomon Foundation 10807 Laurel St 1485 International Pkwy Ste. 1001
16965 Pine Lane, Suite 200 Rancho Cucamonga, CA 91730 Lake Mary, FL 32746
Parker, CO 80134 (909) 987-3013 (407) 268-5000
(855) 873-5873 gpacheco@apostolicnet.org jose@cfrministry.org
24 rlittle@thesolomonfoundation.org www.apostolicmutual.org www.cfrministry.org
www.thesolomonfoundation.org Fund Size: $425M
Fund Size: $465M
David McCaskill James McKnight, Jr. Lynn Michalak
Sr. VP Loans & Investor Services President Vice President of Accounting
Texas Methodist Foundation Church of God by Faith ELCA Mission Investment Fund
11709 Boulder Lane, Suite 100 Financial Solutions 8765 W. Higgins Rd.
Austin, TX 78726 2514 NE 65th Terrace Chicago, IL 60631
(512) 331-9971 Gainesville, FL 32609 (773) 380-2963
dmccaskill@tmf-fdn.org (352) 262-5714 lynn.michalak@elca.org
www.tmf-fdn.org pastormcknight@msn.com www.elca.org
Fund Size: $575M www.cogbf.org Fund Size: $700MAttendees–Funds
Dean Mielke Tami Milbrandt Louis Myers
Executive Officer Marketing Director VP Investments and Lending
Mission Development CDF Capital CDF Capital
Certificate Program P.O. Box 19700 P.O. Box 19700
15150 6th Ave SW Irvine, CA 92623-9700 Irvine, CA 92623-9700
Burein, WA 98166 (949) 417-5800 (949) 417-5800
(206) 971-4603 tmilbrandt@cdfcapital.org lmyers@cdfcapital.org
invest@mdcprogram.org www.cdfcapital.org www.cdfcapital.org
25
www.mdcprogram.org Fund Size: $641M Fund Size: $641M
Fund Size: $12M
Mark Olson Gladia Pacheco Fernanda Paiva
Executive Vice President Investments Relations Marketing
FMF Financial Services Apostolic Mutual Narthex
8050 Spring Arbor Rd, Box 580 10807 Laurel St 3848 W. 105th Terrace
Spring Arbor, MI 49283 Rancho Cucamonga, CA 91730 Leawood, KS 66206
(517) 750-2727 (909) 987-3013 (913) 558-3887
molson@fmfoundation.org gpacheco@apostolicnet.org fernanda.paiva@narthex.com
www.fmfoundation.org www.apostolicmutual.org www.narthex.com
Fund Size: $105MAttendees–Funds
David Parker Tiffany Pawson Robert Pease
President Operations Manager VP for Operations/Invest. Services
IPHC Extension Loan Fund, Inc Christian Financial Resources The Alliance Development Fund
PO Box 12607 1485 International Pkwy Ste. 1001 PO Box 63419
Oklahoma City, OK 73157 Lake Mary, FL 32746 Colorado Springs, CO 80962
(800) 407-8959 (407) 268-5000 (888) 878-3060
dparker@iphc.org tiffany@cfrministry.org peaser@adf-inc.com
26 www.adf-inc.com
www.iphc.org www.cfrministry.org
Fund Size: $60M Fund Size: $425M Fund Size: $300M
Phil Pike Ann Poston Raelyn Pracht
EVP of Operations Director of Marketing & Product CEF Rep Coach
CDF Capital Development Texas District LCMS CEF
P.O. Box 19700 UCC Cornerstone Fund 16403 Lone Wolf Dr
Irvine, CA 92623-9700 700 Prospect Avenue, East Leander, TX 78641
(619) 552-2755 Cleveland, OH 44115 (512) 745-0672
ppike@cdfcapital.org (216) 736-3825 rpracht@texascef.org
www.cdfcapital.org aposton@cornerstonefund.org www.texascef.org
Fund Size: $641M www.cornerstonefund.org Fund Size: $180M
Fund Size: $100MAttendees–Funds
Malcolm Puckett Tim Ramberger Lorraine Recchia
Chief Development Officer Vice President-Compliance & SVP/COO
Christian Financial Resources Legal Affairs Presbyterian Investment and
1485 International Pkwy Ste. 1001 Lutheran Church Extension Fund Loan Program (PILP)
Lake Mary, FL 32746 10733 Sunset Office Dr, Ste 300 100 Witherspoon St
(407) 268-5000 St. Louis, MO 63127 Louisville, KY 40202
malcolm@cfrministry.org (314) 885-6260 (502) 569-5593
www.cfrministry.org tim.ramberger@lcef.org lorraine.recchia@pcusa.org
27
Fund Size: $425M www.lcef.org www.pcusa.org
Fund Size: $1.8BN Fund Size: $105M
Erick Reisinger Michael Rhine Art Rhodes
President Director of Church Finance President/CEO
Disciples Church Extension Fund Church Growth Investment Fund Church Loan Fund, Inc.
1099 N. Meridian St, Ste 700 PO Box 23069 4205 North Ocoee Street
Indianapolis, IN 46204 Jacksonville, FL 32241 Cleveland, TN 37311
(317) 635-6500 (904) 345-3227 (423) 478-7131
rreisinger@disciplescef.org mrhine@floridabaptist.org artrhodes@benefitsboard.com
www.disciplescef.org www.floridabaptist.org www.churchloanfund.com
Fund Size: $175M Fund Size: $115M Fund Size: $40MAttendees–Funds
Jim Rissler Diantha Roberts Sarah Roberts
President Board Member Sr. Vice President of Operations
Presbyterian Investment and Loan Church of God by Faith The Solomon Foundation
Program (PILP) Financial Solutions 16965 Pine Lane, Ste 200
100 Witherspoon St 1350 NW 182nd Street Parker, CO 80134
Louisville, KY 40202 Miami, FL 33169 (855) 873-5873
(502) 569-5618 (305) 623-8394 sroberts@thesolomonfoundation.org
28 www.thesolomonfoundation.org
james.rissler@pcusa.org firstladyftd@yahoo.com
www.pcusa.org www.cogbf.org Fund Size: $465M
Fund Size: $166M
Angela Robinson Brett Roehr Dusty Rubeck
Fund Manager Chief Lending Officer President
Church of God by Faith Christian Investors Financial CDF Capital
Financial Solutions 901 East 78th Street P.O. Box 19700
8605 Ridgemar Court Minneapolis, MN 55420 Irvine, CA 92623-9700
Orlando, FL 32818 (952) 261-9475 (619) 552-2755
(321) 888-1384 brett@christianinvestors.org drubeck@cdfcapital.org
adradj@aol.com www.christianinvestors.org www.cdfcapital.org
www.cogbf.org Fund Size: $206M Fund Size: $641MAttendees–Funds
Evan Ruiz Jim Saalfeld Rev. Stephen Schamber
Finance CEO Director
CDF Capital Church Extension Fund MI Lutheran Association for
P.O. Box 19700 3773 Geddes Rd Church Extension
Irvine, CA 92623-9700 Ann Arbor, MI 48105 PO Box 6402, Suite #3
(619) 552-2755 (734) 213-3243 Saginaw, MI 48608
eruiz@cdfcapital.org jim.saalfeld@mi-cef.org (231) 759-1111
www.cdfcapital.org www.mi-cef.org pastor@holytrinity-wels.net
29
Fund Size: $641M Fund Size: $206M www.laceinc.org
Fund Size: $49M
Stephen Schultz April Sears Ken Seyfert
President Development Specialist President/CEO
Converge Worldwide Church of God by Faith Grace Brethren Investment FDN
2002 S. Arlington Heights Rd. Financial Solutions PO Box 587
Arlington Heights, IL 60005 232 36th Avenue N, Unit 203C Winona Lake, IN 46590
(847) 879-3256 St. Petersburg, FL 33704 (574) 453-1617
steve.schultz@converge.org (727) 307-6506 kseyfert@gbif.com
www.converge.org aprilfordham@hotmail.com www.gbif.com
Fund Size: $100M www.cogbf.org Fund Size: $110MAttendees–Funds
William J. Singer Paula Sini Steve Sisson
Vice President Loan Services Manager Executive Director
Disciples Church Extension Fund Texas Methodist Foundation Missionary Church Investment
1099 N. Meridian Street - Suite 700 11709 Boulder Ln. Suite 100 Foundation
Indianapolis, IN 46204 Austin, TX 78726 PO Box 9127
(317) 635-6500 (800) 933-5502 Fort Wayne, IN 46899
bsinger@disciplescef.org psini@tmf-fdn.org (260) 747-2027
30 www.disciplescef.org www.tmf-fdn.org stevesisson@mcusa.org
Fund Size: $150M Fund Size: $575M www.mcusa.org
Fund Size: $33M
David Sjoberg Tiffany Smith Andy Sohn
Board Member Director of Regulatory Compliance, Vice President - Marketing &
United Missionary Loans and Staff Counsel Relations
Investments Mission Investment Fund of the Church Extension Fund MI
3301 Benham Ave ELCA 3773 Geddes Road
Elkhart, IN 46517 8765 West Higgins Road Ann Arbor, MI 48105
(574) 255-9416 Chicago, IL 60631 (800) 242-3944
dsjoberg@stmarkmissionary.org (773) 852-6100 andrew.sohn56@gmail.com
www.stmarkmissionary.org tsorgesmith@gmail.com www.mi-cef.org
Fund Size: $11M www.elca.org Fund Size: $270M
Fund Size: $49MAttendees–Funds
Dwight Spivey Thomas Stanton Tim Stephens
President/CEO General Counsel Senior Regional Vice President
Church of God Foundation Texas Methodist Foundation Christian Financial Resources
PO Box 3331 11709 Boulder Ln. Suite 100 1485 International Pkwy Ste. 1001
Cleveland, TN 37320 Austin, TX 78726 Lake Mary, FL 32746
(423) 584-5067 (512) 632-4725 (407) 268-5000
dspivey@churchofgod.org tstanton@tmf-fdn.org tim@cfrministry.org
www.churchofgod.org www.tmf-fdn.org www.cfrministry.org
31
Fund Size: $35M Fund Size: $575M Fund Size: $425M
Mark Stumpff Kristina Tiehes Johnny Upton
Loan Fund Administrator Risk Analyst Vice President
Orthodox Presbyterian Church Lutheran Church Extension Fund IPHC Extension Loan Fund
Loan Fund 10733 Sunset Office Dr, Ste 300 PO Box 12609
607 Easton Road, Building E St. Louis, MO 63129 Oklahoma City, OK 73157
Willow Grove, PA 19090 (314) 413-2469 (405) 792-7162
(215) 935-1028 kristina.tiehes@lcef.org jupton@iphc.org
mark.stumpff@opc.org www.lcef.org www.iphc.org
www.opc.org Fund Size: $1.8BN Fund Size: $60M
Fund Size: $15MAttendees–Funds
Jerry Vaughan Cheryl Westbrook John Wiebe
Chief Lending Officer Loan Officer President & CEO
The Baptist Foundation of Heartspring Methodist FDN MB Foundation
Oklahoma 1511 Judson Road, Suite A 200 East D St, PO Box 220
3800 N May Avenue Longview, TX 75601 Hillsboro, KS 67063
Oklahoma City, OK 73112 (903) 930-2450 (620) 947-3151
(405) 949-9500 cwestbrook@ jwiebe@mbfoundation.com
32 jvaughan@bfok.org heartspringmethodist.org www.mbfoundation.com
www.bfok.org www.heartspringmethodist.org Fund Size: $100M
Fund Size: $100M Fund Size: $84M
Harold D. Woodall Steve Woulard Landon Yeager
VP, Chief Credit Officer Loan Specialist SVP/Finance & Administration
The Baptist Foundation of Cal. Church of God by Faith Baptist Church Loan Corporation
PO Box 2723 Financial Solutions 8333 Douglas Ave
Turlock, CA 95381 23119 SE 65th Place Dallas, TX 75225
(209) 573-2601 Hawthorne, FL 32640 (214) 828-5140
hdwoodall@charter.net (352) 262-8246 landon.yeager@baptistchurchloan.org
www.bfcal.org steve.woulard@gmail.com www.baptistchurchloan.org
Fund Size: $150M www.cogbf.org Fund Size: $175MAttendees–Funds Added after August 31, 2018
Mark Briggs Patrick Duggan Igor Mokhov
Senior Vice President Executive Director VP Finance
CDF Capital Church Building & Loan Fund Church Investors Fund
7011 Rio Cavado Way 700 Prospect Ave 9401 E Stockton Blvd., Ste 240
Elk Grove, CA 95757 Cleveland, OH 44115 Elk Grove, CA 95624
(480) 216-9830 (216) 736-3833 (800) 543-2343
johnmarkbriggs@gmail.com dugganp@ucc.org imokhov@ceif.org
www.cdfcapital.org www.ceif.org www.ceif.org
33
Fund Size: $641M Fund Size: $60M Fund Size: $100MSILVER SPONSOR
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Richard Aiken Tom Ambler Paul Arneson
President President / CEO Sales Agent
Fellowship Energy DiscipleData, Inc. AMI Information Systems
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Burlingame, CA 94010 Indianapolis, IN 46204 Mt. Pleasant, WI 53406
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raiken@fellowshipenergy.com tambler@ddi.org paularneson@arneserve.com
36 www.fellowshipenergy.com www.ddi.org www.amiinfosys.com
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lblamey@bkd.com bbuckler@bkd.com chris.bury@foundrycommercial.com
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GOLD SPONSOR GOLD SPONSORAttendees–Partners
George T. Cook Chad Crawford Rob Faulk
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Managing Director Investment Consultant CapinCrouse
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760 W Main St, Suite 200 160 Sandridge Court Greenwood, IN 46143
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37
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Graystone Consulting 8348 Corporate Drive 101 W. Ohio St, Suite 1650
760 W Main St, Suite 200 Mt. Pleasant, WI 53406 Indianapolis, IN 46204
Barrington, IL 60010 (262) 886-4170 (317) 713-2476
(847) 382-6609 jason@amiinfosys.com khesler@ddi.org
abigail.j.gage@ www.amiinfosys.com www.ddi.org
morganstanleygraystone.com PLATINUM SPONSOR PLATINUM SPONSOR
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GOLD SPONSORAttendees–Partners
Gerald Kirk Dwight Loken Kathleen Loken
Chief Credit Officer CMP, President Vice President
Lutheran Church Extension Fund The Meeting Connection, Inc. The Meeting Connection, Inc.
10733 Sunset Office Drive 6373 Meadow Glen Drive North 6373 Meadow Glen Drive North
St. Louis, MO 63127 Westerville, OH 43082-8299 Westerville, OH 43082-8299
(314) 885-6538 (614) 898-9361 (614) 898-9361
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38 www.lcef.org www.tmcmeetings.com www.tmcmeetings.com
DILA CONFERENCE MANAGER DILA CONFERENCE MANAGER
Trevor Loken Nicholas Luchtefeld Patrick McHugh
Systems Administrator, DILA Tech UMB Bank VP of Business Development
The Meeting Connection, Inc. 2 South Broadway DiscipleData, Inc.
6373 Meadow Glen Drive North St. Louis, MO 63102 101 W. Ohio St, Suite 1650
Westerville, OH 43082-8299 (314) 612-8123 Indianapolis, IN 46204
(614) 898-9361 nicholas.luchtefeld@umb.com (317) 713-2476
trevor@tmcmeetings.com www.umb.com pmchugh@ddi.org
www.tmcmeetings.com TITLE SPONSOR www.ddi.org
DILA CONFERENCE MANAGER PLATINUM SPONSORAttendees–Partners
Doug McVey Nicholas Meletio Matthew Messier
Partner AVP Principal
CapinCrouse UMB Bank Foundry Commercial
120 E Liberty Drive 2 South Broadway 420 S. Orange Ave, Ste 950
Wheaton, IL 60187 St. Louis, MO 63102 Orlando, FL 32801
(630) 774-7644 (314) 612-8028 (407) 540-7718
dmcvey@capincrouse.com nicholas.meletio@umb.com matt.messier@
www.capincrouse.com www.umb.com foundrycommercial.com
39
SILVER SPONSOR TITLE SPONSOR www.foundrycommercial.com
Bohdan Pleshkewych Wesley Rothove Wes Samson
Vice President Vice President - Institutional Vice President - Institutional
AMI Information Systems Investments Investments
8348 Corporate Drive BOK Financial Securities BOK Financial Securities
Mt. Pleasant, WI 53406 7499 College Blvd, Suite 650 7500 College Blvd, Suite 650
(800) 558-3709 Overland Park, KS 66210 Overland Park, KS 66210
dplesh@amiinfosys.com (417) 520-2351 (913) 234-6693
www.amiinfosys.com wrothove@bokf.com wsamson@bokf.com
PLATINUM SPONSOR www.bokf.com www.bokf.comAttendees–Partners
Sandra Sauter Karen Sillay Andy Trovillion
Vice President - Loan Admin. Business Development & Executive Vice President
Lutheran Church Extension Fund Marketing Director UMB Bank
10733 Sunset Office Drive Cornerstone Management Inc. 2 South Broadway
St. Louis, MO 63127 160 Sandridge Court St. Louis, MO 63102
(314) 885-6520 Alpharetta, GA 30022 (314) 612-8039
sandy.sauter@lcef.org (770) 262-5026 raleigh.trovillion@umb.com
40 www.lcef.org karen@cornerstonemgt.net www.umb.com
www.cornerstonemgt.net TITLE SPONSOR
SILVER SPONSOR
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BKD CPAs & Advisors
201 N. Illinois Street, Ste. 700
Indianapolis, IN 46204
(317) 383-4213
dwaninger@bkd.com
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RETIREMENT INDUSTRY TRUST ASSOCIATION info@goldstartrust.comAttendees–Attorneys
Brandt Bowman Valoria Cheek Matthew Curran
Attorney CEO/President Attorney
Penwell Bowman + Curran LLC The American Baptist Penwell Bowman + Curran LLC
215 Pine Street, Suite 200 Extension Corp 215 Pine Street, Suite 200
Harrisburg, PA 17101 PO Box 851 Harrisburg, PA 17101
(717) 727-0570 Valley Forge, PA 19482 (717) 727-0570
bbowman@penwelllaw.com (610) 768-2463 mcurran@penwelllaw.com
42 www.penwelllaw.com valoria.cheek@abc-usa.org www.penwelllaw.com
www.abc-usa.org
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Attorney Attorney Attorney
Warner Norcross & Judd Quarles & Brady LLP Smith Haughey Rice & Roegge
111 Lyon St. NW, Ste 900 135 N. Pennsylvania St, Ste 2400 85 E 8th St, Ste 310
Grand Rapids, MI 49534 Indianapolis, IN 46204 Holland, MI 49423
(616) 752-2180 (317) 399-2859 (616) 499-6363
thorner@wnj.com courtney.lynch@quarles.com jnyhof@shrr.com
www.wnj.com www.quarles.com www.shrr.comAttendees–Attorneys
Scott Penwell Leonard Pranschke Randy Sterns
Attorney Attorney Attorney/General Counsel
Penwell Bowman + Curran LLC Spencer Fane LLP Bush Ross, PA
215 Pine Street, Suite 200 1 N. Brentwood Blvd, Ste 1000 1801 N Highland
Harrisburg, PA 17101 Clayton, MO 63105 Tampa, FL 33618
(717) 727-0570 (314) 333-3911 (813) 224-9255
spenwell@penwelllaw.com lpranschke@spencerfane.com rsterns@bushross.com
www.penwelllaw.com www.spencerfane.com www.bushross.com
43
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Attorney Attorney
Spencer Fane LLP Smith Haughey Rice & Roegge
1 N. Brentwood Blvd, Ste 1000 85 E 8th St, Ste 310
Clayton, MO 63105 Holland, MI 49423
(314) 333-3912 (616) 335-6793
rsundara@spencerfane.com mwiebe@shrr.com
www.spencerfane.com www.shrr.comAttendees–Others
Mike Bodine Louis Chaves Dana Dawe
Senior Leader Church Insurance USA Senior Securities Compliance
Central Church 925 West State Road 434 Consultant
1001 New Beginnings Drive Suite # 201 Warner Norcross & Judd
Henderson, NV 89011 Winter Springs, FL 32708 111 Lyon Street NW, Ste 900
(702) 440-8342 (407) 719-9685 Grand Rapids, MI 49503
info@centralonline.tv louis@churchinsuranceusa.com (616) 752-2526
44 www.centralonline.tv www.churchinsuranceusa.com ddawe@wnj.com
GUEST SPEAKER www.wnj.com
David Edmunds Timothy May Linda O. Norman
President Accountant VP of Administration
New Urbanomics/Salt Mine Apostolic Assembly Group Mission Investment Fund
7984 S 1300 E 451 E. Vanderbilt Way, Ste 325 of the ELCA
Sandy, UT 84094 San Bernardino, CA 92408 8765 W. Higgins Road
(801) 557-7258 (909) 379-0296 Chicago, IL 60631
david@meetatsaltmine.com fsbernal@wicpas.net (773) 380-2020
www.meetatsaltmine.com www.wicpas.net linda.o.norman@elca.org
www.elca.orgAttendees–Others
Will Overly Geoff Sage Ty Salter
Vice President Pastor of Giving & Generosity Vice President - Lending
Blue Source Renewables Central Church Ministry Partners
2825 Cottonwood Pkwy, Ste 400 1001 New Beginnings Drive 915 W Imperial Hwy, Suite 120
Cottonwood Heights, UT 84121 Henderson, NV 89011 Brea, CA 92821
(801) 915-3201 (702) 440-8342 (678) 602-5346
woverly@bluesource.com info@centralonline.tv ty.salter@ministrypartners.org
www.bluesource.com www.centralonline.tv www.ministrypartners.org
45
GUEST SPEAKER
Eric Schroeder Jim Sheppard Jud Wilhite
Managing Director CEO & Principal Lead Pastor
CrossFirst Bank Generis Central Church
4707 W 135th St 6455 E Johns Crossing, Ste 275 1001 New Beginnings Drive
Leawood, KS 66224 Johns Creek, GA 30097 Henderson, NV 89011
(816) 529-4110 (800) 233-0561 (702) 440-8342
eric.schroeder@crossfirstbank.com info@generis.com info@centralonline.tv
www.crossfirstbank.com www.generis.com www.judwilhite.com
PLENARY SPEAKER PLENARY SPEAKERSAVE THE DATE
DILA 2019 Conference
Indianapolis, IN | September 16-17, 2019
Let’s race to Indy!
DILA (Denominational Investors & Loan Administrators) thanks you for
attending the 2018 DILA Conference, and we look forward to seeing you
next year in Indianapolis for the 2019 DILA Conference. 2018 has been
one of our most well-attended conferences to date, and we look to race
towards another great main event next year!
The field is set, the track is hot, our engines are revving, and we’re ready to
stomp the gas pedal to DILA 2019 in Indy!
www.dilaconference.comYou can also read
