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Outstanding Speaker Line-up

Mark Batterson
National Community
Church

Bryan Loritts
Abundant Life
Christian Fellowship

Lysa TerKeurst
Proverbs 31
Ministries

Donald Miller
StoryBrand
 

Ron Blue
Kingdom Advisors
 

Randy Alcorn
Eternal Perspective
Ministries

Ken Boa
Reflections
Ministries

Bob Doll
Nuveen Asset
Management

Mitch Anthony
Advisor Insights
 

Jerry Bowyer
Vident Financial
 

Jim Wise
Ronald Blue & Co.
 

Charles Billingsley
Worship Leader
 





Join over 1,000 financial professionals for
Kingdom Advisors' 13th Annual Conference: Timeless Wisdom






PREMIER PARTNERS

Evening Concert with Michael W. Smith

Michael W. Smith is an acclaimed singer, songwriter and musician who has sold more than 15 million albums, achieved 32 No. 1 songs, received 2x RIAA Multi Platinum, 6 Platinum and 16 Gold certified albums, earned three GRAMMY® Awards, one American Music Award and 45 Dove Awards.

17 Breakout Sessions

Roll up your sleeves and learn best practices for opening up heart level conversations with your clients to help you confidently deliver competent biblical financial wisdom. Our 2017 breakout line-up offers fresh content and speakers covering a wide range of topics selected just for you.


CIO Update: Macro & Economic Views for 2017
Bob Doll
Nuveen Asset Management

The "Love Your Neighbor" Approach to Investing
Finny Kuruvilla
Eventide Funds

Developing Legacy Plans—Not Just Financial and Estate Plans (Part 1)
Bill High
National Christian Foundation
Frank Mullins
Legacy Wealth Counselors
Tom Conway
Conway & Associates

Developing Legacy Plans—Not Just Financial and Estate Plans (Part 2)
Bill High
National Christian Foundation
Frank Mullins
Legacy Wealth Counselors
Tom Conway
Conway & Associates

Building a Client Life Transformation Strategy
Lloyd Reeb
HalfTime Institute


The Promises of God
Ken Boa
Reflections Ministries

Understanding the Times
Jerry Bowyer
Vident Financial

Overflow: A New Generosity Conversation
Sharon Epps
Kingdom Advisors
Patrick Johnson
Generous Church


Transforming your Practice from ROI to ROL (Return On Life)TM
Mitch Anthony
Advisor Insights

Practical Discipleship
Jim Wise
Ronald Blue & Co.

Hard Conversations Panel: Husband/Wife Alignment
Lloyd Reeb, Halftime Institute
Jim Wise, Ronald Blue & Co.
Pam Pugh, Women Doing Well
Sharon Epps, Kingdom Advisors

Advisor Strategy for Your Church
Gunnar Johnson
Gateway Church


Implementing Focus Days in Your Practice
Paul Anthes
Financial Advisory Corp.

Succession Planning for Your Practice: Principles and Best Practices
Jerry Foster
Foster Group

Collaboration Best Practices for Financial Advisors and Attorneys
Randall Borkus
Borkus Collins Law
James Collins
Borkus Collins Law
Laura Noble
Camelot Portfolios
Thomas Whitaker
Thompson & Associates



Omni Orlando Resort at ChampionsGate


Surrounded by 36 holes of championship golf, the David Leadbetter Golf Academy and 15 acres of recreation, the Omni Orlando Resort at ChampionsGate is a four-diamond resort and a premier golf, meeting, and leisure retreat. The resort is equipped with every modern convenience and a host of luxury amenities. In addition to walk-out golf, guests may choose to relax at the European-style spa, dine in one of five restaurants or enjoy the resort pools, including the 850-foot lazy river. Complimentary scheduled shuttle transportation is provided to all four Walt Disney World® Theme Parks. Hotel guests also enjoy complimentary in-room wi-fi.

Kingdom Advisors conference attendees enjoy a room rate of $210 (with waived Resort Fees) for rooms at this four-diamond resort! Be sure to reserve your room with the Omni Orlando Resort at ChampionsGate by Wednesday, January 11, 2017 to receive the discounted room rate for conference attendees.


Accepted for up to 17 hours of CE

Professional/Certified Member
$795


Add a Spouse for $425

Retired/Ministry Member
$595


Add a Spouse for $425

Non-Member
$1095


Add a Spouse for $425

98% of all attendees say they will return. Don't miss this!

Cancellation Policy – Registration cancellation requests must be made in writing to conference@kingdomadvisors.com by January 27, 2017. The paid conference registration fee less a $100 administrative fee will be refunded for cancellations through January 27th. Due to financial commitments to the resort and our other conference vendors, cancellations including those related to weather, health, or personal schedule changes cannot be refunded after January 27, 2017.

Preconference Workshops

Preconference workshops give you a chance to come early and get a jump on dynamically changing your practice. We showcase some of the best material here to help you become an advisor that makes a difference.


Journey of Generosity
Presented by Generous Giving


A Journey of Generosity is a small group event designed to facilitate deeper discussion around the transformational topic of generosity. Why: This experience is designed to focus on your heart and not your money. We never ask for money or let anyone else ask you for money, ever. We know your journey is unique and we never prescribe what you should give to or how much you should give.

Where: This Journey of Generosity will take place at the Omni Orlando ChampionsGate hotel prior to the start of the Annual Conference.

What: At every Journey of Generosity a trained facilitator brings short videos, scriptures, and stories for the group to enjoy and discuss together. The facilitator doesn't lecture or bring answers. We believe that the message of generosity comes to life when there is informal and genuine conversation.

Attending a Journey of Generosity is being added as a requirement for the Certified Kingdom Advisor® designation. Certified Kingdom Advisor® designees will have 2 years to attend a JOG to meet this requirement. Get a head start on this new requirement by attending a JOG prior to the start of the Annual Conference.

Register for the Journey of Generosity when you register for the conference. The price is $169 per person. (Meals noted in the schedule are covered.)

Schedule

Tuesday (2/14)
2:00pm - 3:45pm  - Session 1
4:00pm - 5:30pm  - Session 2
5:30pm  - Dinner

Wednesday (2/15)
8:30am - 10:00am  - Session 3
10:15am - 12noon  - Session 4


About Generous Giving

Founded in 2000 by The Maclellan Foundation, Generous Giving's mission is to spread the biblical message of generosity in order to grow generous givers among those entrusted with much. It was launched with a vision to stir a renewed, spirit-led commitment to generosity among followers of Christ through conversation. These conversations consistently allow us and our friends to discover joy in ways we didn't expect. Our commitment is to provide safe, solicitation-free environments. We never seek donations, permit solicitation at our events, or award grants. Visit generousgiving.org for further information.


Faith at Work in Investing
Presented by the Christian Investment Forum


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.


Reimagining Financial Ministry in the Church
Sharon Epps, Kingdom Advisors
Gunnar Johnson, Gateway Church


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


Capacity: The Secret Ingredient to Real Success
Paul Anthes

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.




"The Kingdom Advisors Conference is the most important industry conference I attend each year. I am refreshed by the teaching and worship, and equipped to deliver lasting biblical advice to my clients through the breakout sessions."
Dan Hardt, CKA®, CLU, ChFC, CFP®, AAMS

Conference Schedule


Tuesday

Pre-Conference Workshops

2:00pm
Journey of Generosity (Sessions 1 and 2)

5:30pm
Journey of Generosity (Dinner & Sessions 3 and 4)

Wednesday


8:00am
Pre-Conference Workshops
Faith at Work in Investing (BRI)
Re-Imagining Financial Ministry in the Church
Capacity: The Secret Ingredient To Real Success
Journey of Generosity (Session 5)

10:00am
Registration Opens (International Ballroom)

1:30pm
General Session 1: Mark Batterson

4:00pm
Kingdom Advisors Prayer Team Meeting

Community Meetings:
BRI Community Group Meeting
Attorney Community Group Meeting
City Group Meetings: Indianapolis and Houston
Large Firm Group Meetings
KA Canada Meetup
Ron Blue Institute Information Session

5:30pm
General Session 2: Donald Miller
Presentation of the Larry Burkett Award

8:00pm
Networking Dessert

9:00pm
Live Taping: Money Wise Radio Program

Thursday


7:30am
Breakfast Buffet

8:30am
Super Breakout Sessions
2017 Market Outlook: Bob Doll
The Promises of God: Ken Boa

Attorney Track Session 1: Practice Development for Christian Attorneys

9:45am
Breakout Sessions
Practical Discipleship: Jim Wise
Hard Conversation Panel: Overspending: Tim Mohns, Adam Miller
Developing Legacy Plans—Not Just Financial and Estate Plans, Part 1: Tom Conway, Bill High, Frank Mullins
Building a Client Life Transformation Strategy: Lloyd Reeb
Overflow: A New Generosity Conversation: Sharon Epps and Patrick Johnson
Succession Planning for your Practice: Principles and Best Practices: Jerry Foster
Attorney Track Session 2: The IRA Inheritance Trust

11:00am
General Session 3: Randy Alcorn

12:30pm
Afternoon Break

4:00pm
Student Job Fair

4:30pm
Partner Reception with Ron Blue

5:30pm
Dinner
General Session 4: Lysa TerKeurst

8:00pm
Networking Dessert

9:00pm
An Evening with Michael W. Smith

Friday


7:30am
Breakfast Buffet
General Session 5: Ron Blue

9:00am
Super Breakout Sessions
Understanding the Times: Jerry Bowyer
Transforming your Practice from ROI to ROL (Return On Life)TM: Mitch Anthony

Attorney Track Session 3: Applications and Uses of Life Insurance in Estate Planning

10:15am
Breakout Sessions
The “Love Your Neighbor” Approach to Investing: Finny Kuruvilla
Hard Conversations: Husband/Wife Alignment: Sharon Epps, Pam Pugh, Lloyd Reeb, and Jim Wise
Developing Legacy Plans—Not Just Financial and Estate Plans, Part 2: Tom Conway, Bill High, Frank Mullins
Implementing Focus Days in your Practice: Paul Anthes
Advisor Strategy for Your Church: Gunnar Johnson
Attorney Track Session 4: Collaboration Best Practices for Financial Advisors and Attorneys

11:30am
Lunch
General Session 6: Brian Loritts

1:15pm
Conference Ends



Make Relevant Industry Partnerships

More than 40 ministry and corporate exhibitors will be on-hand to equip you to serve your clients more effectively. Our exhibitors are committed to the specialty of biblical financial advice and offer critical resources for your practice.

Christian Attorney Track


Presented by the Christian Attorney Community Group


The purpose of the Attorney Community Group is to connect KA attorneys with each other and with KA members in other disciplines in order to collaborate and share best practices in applying biblical wisdom to the advice given to clients.

The Attorney Track is designed primarily for Christian Attorneys, but financial advisors are welcome to attend the sessions.

No separate conference registration is required to attend these sessions.

Schedule

Wednesday (2/15) 4:00pm Attorney Community Group Meeting
Led by Joe Mitchiner, but in open floor format, the focus of this meeting will be to share the value proposition for group membership, to review group leadership, and to discuss unique needs of attorneys within KA, including how KA attorneys can best serve KA advisors.

Thursday (2/16) 8:30am Session One: Practice Development for Christian Attorneys
The goal of this session is to learn the art of “issue spotting” in general and, then, specifically apply this art to identify charitable intent, along with financial and tax solutions. When we focus on the uniqueness of our clients, it helps us to identify problems and challenges, followed by solutions. The session is led by James Collins and Randall Borkus.
* Approved by The Florida Bar for 1 hour of General CLE Credit for attorneys.

Thursday (2/16) 9:45am Session Two: The IRA Inheritance Trust
What is the IRA Inheritance Trust (IRAIT)? Why is the IRAIT necessary? How do we position IRAIT value and solutions that benefit clients? We will dig deep into the details of asset protection, estate planning, and “final tithe” planning relative to IRAs. This session is led by James Collins and Randall Borkus.
* Approved by The Florida Bar for 1 hour of General CLE Credit for attorneys.

Friday (2/17) 9:00am Session Three: Applications and Uses of Life Insurance in Estate Planning
There are many valid applications of life insurance in the estate planning world beyond a traditional ILIT or buy sell solutions. The attorney who truly understands the applications of life insurance is in the best position to support the financial advisor when using life insurance for an estate planning client. This session is led by Randall Borkus and James Collins.
* Approved by The Florida Bar for 1 hour of General CLE Credit for attorneys.

Friday (2/17) 10:15am Session Four: Collaboration Best Practices for Financial Advisors and Attorneys
(Offered as a Breakout Session for Financial Advisors and Attorneys)

Randall Borkus, James Collins, Laura Noble, and Thomas Whitaker will focus on ways that financial advisors and attorneys discuss their client processes and creation of a collaborative approach that supports each other’s business model for the benefit of the client.
* Approved by The Florida Bar for 1 hour of General CLE Credit for attorneys.

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