At the Biblically Responsible Investing pre-conference workshop on Wednesday morning of the conference, come learn the "why" and "how" of BRI and be encouraged to live out your faith as an advisor and as an investor. The workshop is generously underwritten by the Christian Investment Forum as part of their sponsorship of Kingdom Advisors and to benefit conference attendees. As a result, there is no cost to attend this workshop. The workshop includes breakfast.

Earn three hours of CE for CFP®, CPA, IMCA, and PACE designations. Register for this workshop when you register for the conference.

Schedule

Wednesday (2/15)
8:00am - 8:15am  - Networking, Breakfast, and Introductions

8:15am - 9:15am  - Session 1: Why We Do What We Do
Taking illustrations from her work experience as the President of The Family Foundation of Virginia, Ms. Victoria Cobb will help to show how our investing has a direct impact on the companies we own in our portfolios.

9:15am - 10:30am  - Session 2: How We Do BRI
In this session a panel of investment professionals will share their insights about the markets, outlook, and ideas for how to move in the times ahead. It is intended to highlight “How we do BRI” in a thoughtful, professional, and excellent way.

10:30am - 11:30am  - Session 3: If Not Us, Who? If Not Now, When?
Buck Jacobs, C12 Group Founder and Board Chairman, who is himself a biblically responsible investor, will challenge us to reclaim our culture by stepping up and being the leaders of change within our businesses, communities, and personal lives. He will discuss why he is so passionate about being a leader and taking decisive actions in our businesses that will impact the Kingdom now and in the future.

11:30  - Conclusion

About Christian Investment Forum

Christian Investment Forum is a Kingdom-focused investment association committed to educating advisors and investors by providing opportunities to bring about change – in the hearts, homes, cities, nation, and world that we serve. Visit christianinvestmentforum.org for further information.

Establishing or growing a financial ministry in your church may feel like navigating a maze. You’ve tried financial education classes. You’ve served on the finance committee. People have benefitted. Yet, you have a spiritual desire and gifting to see people financially free to live the life God created for them. You have a sense of huge opportunity before you but you’re not sure which turn to take next. This pre-conference session will help you understand the power of your influence and will equip you to bring the team and tools together for effective financial ministry. You will receive training in best practices and resources for practical implementation.

The early registration price for this workshp is $59 (Regular price $99). Register for this workshop when you register for the conference.

Schedule

Wednesday (2/15)
8:00am  - Networking, Breakfast, and Introductions

8:00am - 9:15am  - Session 1: The Team
Explore ways to engage pastors, staff, and lay leaders for effective implementation in your church.

9:15am - 10:30am  - Session 2: The Tools
Gain exclusive access to exclusive tools that you can deploy in your church.

10:30am - 11:30am  - Session 3: Developing Your Next Steps
Develop a road map help you bring your team and tools together for an effective and impactful financial ministry in your church.

11:30am  - Conclusion

About Sharon Epps

Sharon Epps is the Director of Training at Kingdom Advisors and is also the co-founder of Women Doing Well, which helps non-profits and financial advisors engage in holistic conversations with their donors and clients. As a former corporate banker and ministry executive, she has counseled hundreds of businesses and families regarding the eternal impact of their financial decision making. Sharon and her husband, Joel, have 4 children and 5 grandchildren.

About Gunnar Johnson

Gunnar Johnson is the Executive Pastor, Pastoral Care, Equipping and Discipleship, Gateway Church

Do you ever feel overloaded?

In today’s “always on” business climate, both professionals and organizations are tempted to exceed their realistic capacity. Often, the result of this perpetual pursuit of “more” is stress and overload, perhaps resulting in burnout.

Is this the “abundant life” Jesus promises us in John 10:10?

God’s design is for us to acknowledge and live within the capacity He designed for us, while serving Him in our work, and all of life.

This interactive workshop will equip you with the essential principles and tools you need to develop a thriving practice, live within your realistic capacity, and leverage the capacity of your organization as a whole!

This workshop will be led by Paul Anthes, Founder of Financial Advisory Corporation and Founder and Lead Coach at R3 Coaching. The early registration price for this workshp is $59 (Regular price $99). Register for this workshop when you register for the conference.

Schedule

Wednesday (2/15)
8:00am - 8:10am  - Networking, Breakfast, and Introductions

8:10am - 8:30am  - Session 1: Quantifying Your Realistic Capacity
Principles and practices to measure realistic capacity, set appropriate limits, and grow your firm within them.

8:30am - 9:30am  - Session 2: Personal Capacity
Principles and methods to determining most effective allocation of time and energy, to optimize your personal and professional capacity.

9:30am - 10:30am  - Session 3: Team Capacity
Discern appropriate service team capacity, when to expand the team, and how to appropriately assign client load.

10:30am - 11:15am  - Session 4: Client Capacity
Methods of communicating and counseling clients to manage capacity in their plans for future growth and development!

11:15am - 11:30am  - Session 5: Overcoming Barriers to Application
Participants will have the opportunity to discuss best practices, questions, and establish action-orientated plans for implementation.

11:30am  - Conclusion

About Paul Anthes

Paul Anthes is the Founder and President of the Financial Advisory Corporation, having started the firm in 1988. His primary roles include working with clients, leadership, and strategic planning for the firm. Paul graduated from Michigan State University and is a Certified Financial Planner^®. Paul is a Charter Member of Kingdom Advisors and a member of the Advisory Council for the Ron Blue Institute at Indiana Wesleyan University. Paul and his wife have been married over 30 years and have two children.