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Andy Crouch
Praxis Labs
 

Shaunti Feldhahn
Author &
Speaker

Tony Evans
The Urban
Alternative

Bob Goff
Love Does

J.D. Greear
The Summit
Church

John Rinehart
Gospel Patrons
 

Mitch Anthony
Advisor Insights
 

Brian Wesbury
First Trust
 

Ron Blue
Kingdom Advisors
 

Bob Doll
Nuveen Asset
Management

Jerry Bowyer
Vident Financial
 

Ken Boa
Reflections Ministries
 

PREMIER PARTNERS

An Evening with
Steven Curtis Chapman

In a career that has spanned 30 years, Steven Curtis Chapman is the most awarded artist in Christian music history with 58 Gospel Music Association Dove Awards, five GRAMMYs®, an American Music Award, 48 No. 1 singles, selling over 11 million albums, with ten RIAA-certified gold and platinum albums to his credit.

19 Breakout Sessions

Roll up your sleeves and learn best practices for opening up heart level conversations with your clients to help you confidently deliver biblical financial advice. Our 2019 breakout line-up offers fresh content and speakers covering a wide range of topics selected just for you.


Client Discovery: Opening the Door for a Faith Conversation [An Interactive Case Study Session] (1 CE hr)
Jim Wise
Ronald Blue Trust

The Generosity Conversation: Leading Your Clients in the Why Before the How (1 CE hr)
Todd Harper
Generous Giving
David Wills
National Christian Foundation

The Journey of Grief: Providing Hope and Help After Widowhood or Divorce (1 CE hr)
Dr. Sabrina Black
Abundant Life Counseling Center

Successfully Onboarding and Discipling an Emerging Advisor
Brian Shepler
Ronald Blue Trust
Todd Larson
Ameriprise Financial Services, Inc.
Kelly Rush
Mt. Vernon Nazarene University
Kurt Cornfield, Moderator
Kingdom Advisors

Legacy Planning: Family Vision, Mission, and Values (1 CE hr)
Bill High
The Signatry

Biblical Principles for Building a Business
Ron Blue
Kingdom Advisors

Investment Decision Making Processes: Exploring Faith-Based Approaches (1 CE hr)
TBD
TBD

Men, Women, and Money (1 CE hr)
Shaunti Feldhahn
Author, Speaker

Biblical Risk Taking: Leveraging the Temporal for Eternal Gain
Ken Boa
Reflections Ministries

Becoming A Wisdom Merchant: Delivering a Transcendent Value Proposition (1 CE hr)
Mitch Anthony
ROL Advisor

CIO Update: Macro Economic Views for 2019 (1 CE hr)
Bob Doll
Nuveen Asset Management
Brian Wesbury
First Trust Portfolios LP

Wealth Transfer: Opening the Door for a Faith Conversation [An Interactive Case Study Session] (1 CE hr)
Jim Wise
Ronald Blue Trust

Client Conversations: What's Your Enough and Why? (1 CE hr)
Alan Gotthardt
TriniD Capital, LLC

Senior and End of Life Care Decisions: The Biggest Financial Risk Your Aging Clients Face (1 CE hr)
J. Kevin Jarvis
Barnabas Advisory Services, Inc.

Differentiating Your Practice: One Firm's Journey to a Faith Forward Message
Jim Mullinix
Triune Financial Partners, LLC
Jeff Jaworski
Triune Financial Partners, LLC
Bryan Gum
Triune Financial Partners, LLC

How To Succeed Financially Without Failing Spiritually
John Rinehart
Gospel Patrons

Leading a Thriving Practice
Paul Anthes
R3 Coaching

Wisdom on Life and Business (1 CE hr)
Ron Blue
Kingdom Advisors
Howard Dayton
Compass - Finances God's Way
David Wills
National Christian Foundation

Jesus' Parables: How They Speak to Today's Financial Systems
Jerry Bowyer
Vident Financial

Register Now

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 and Orlando’s only resort wave pool. 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 $215 (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 Saturday, January 19, 2019 to receive the discounted room rate for conference attendees.




Earn Up to 11 Hours of Industry CE Credit

Professional/Certified Member
$755
$895 after 12/14/18 early registration deadline


Register Now
Add a Spouse for $495
$595 after 12/14/18

Retired/Ministry/Emerging
$625
$695 after 12/14/18 early registration deadline


Register Now
Add a Spouse for $495
$595 after 12/14/18

Non-Member
$1195
$1295 after 12/14/18 early registration deadline


Register Now
Add a Spouse for $495
$595 after 12/14/18

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 31, 2019. The paid conference registration fee less a $125 administrative fee will be refunded for cancellations through January 25th. 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 31, 2019.

Summits - A New Preconference Experience

By gathering people around biblical truths on the most compelling kingdom conversations, introducing shared language and practical tools, we create space over a 24-hour period for professionals to explore and deepen personal convictions so they may confidently deliver biblical financial advice. This unique format combines interactive learning and engagement opportunities for a fast-paced and deeply meaningful experience to transform you and your practice.

Preconference summits begin on Tuesday afternoon, 2/19 at 3 pm. and will conclude at noon on Wednesday, 2/20.

Summit Cost: $249/$299 after December 14th (Summit price includes two meals and two breaks).

Faith-Based Investing - Join us for a thoughtful, fresh conversation to help you integrate faith into your investing practice. Faith-based investing is a personal conviction-based approach to investing that seeks to honor biblical principles and glorify God in investment decisions.

Whether you have settled investment practices or you are new to this conversation, this summit will provide a theological framework and a healthy environment for you to develop personal convictions about faith-based investing. You will learn practical ways to implement investment processes based upon filters such as value creation, morality, ethics, biblical principles, kingdom impact, and others.

Schedule

Tuesday (2/19)
3:00pm  - Every Decision is a Faith Decision: Ron Blue
4:00pm  - The Theological Framework for Faith-Based Investing: Dr. Ken Boa
5:00pm  - Break
6:00pm  - Dinner
6:45pm  - Faith-Based Investment Processes - TED Style
7:45pm  - Investment Manager Roundtable

Wednesday (2/20)
8:00am  - Breakfast
8:30am  - Choice of two breakout sessions:

  • Shareholder Engagement – Making a Difference for Kingdom Values
  • Session To Be Determined
9:45am  - Choice of two breakout sessions:
  • The State of Impact Investing for Faith Investors
  • Faith-Based Approach to ESG Investing
11:00am  - Choice of two breakout sessions:
  • Developing a Faith-Based Investment Policy Statement
  • Session to Be Determined
12:00pm  - Dismiss

What does a legacy planner do and how does it impact families? This summit combines interviews with Legacy Planning clients, expert teaching, and discussion to provide a unique perspective of the opportunity to impact families for generations and eternity through Legacy Planning. This summit is designed for explorers or experts in Legacy Planning who have a burden for families and generations. You’ll leave with a practical strategy for starting or retooling your Legacy Planning practice, including identifying target clients, starting the process, and overcoming obstacles.

Schedule

Tuesday (2/19)
3:00pm  - What’s the Purpose of Family?: Bill High
4:00pm  - Planning in the Family Office: Michael King
4:30pm  - The Heart of the Legacy Planner: Tom Conway
6:00pm  - Dinner
6:45pm  - Legacy Planning Client Case Study: Bev Davis and Rick Litchfield
7:15pm  - Founder’s Perspective on Legacy: Ron Blue (Interview with Q&A)
8:00pm  - Dismiss

Wednesday (2/20)
8:00am  - Breakfast
8:30am  - The 5 Legacies: Tom Conway
9:05am  - Break
9:15am  - Legacy Planning Client Case Study: Steve & LeAnn Trice
10:05am  - Family Communication: Eric & Jennifer Garcia
10:50am  - Break
11:00am  - Implementing Family Legacy in Your Practice: Bill High & Tom Conway
12:00pm  - Dismiss


Register Now

"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

Pre-Conference

1:00pm
Journey of Generosity Facilitator Training (Session 1)

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

3:00pm
Faith-Based Investing Summit (Session 1)
Legacy Summit (Session 1)

6:00pm
Journey of Generosity (Dinner & Session 3)
Journey of Generosity Facilitator Training (Dinner)
Faith-Based Investing Summit (Dinner & Session 2)
Legacy Summit (Dinner & Session 2)

7:30pm
Journey of Generosity Facilitator Training (Session 2)
8:00am
Pre-Conference Workshops
Journey of Generosity (Breakfast and Sessions 4 & 5)
Journey of Generosity Facilitator Training (Session 3)
Faith-Based Investing Summit (Breakfast and Breakouts)
Legacy Summit (Breakfast and Sessions 3-5)

10:00am
Registration Opens (Osceola Ballroom)

1:30pm
General Session 1: J.D. Greear

4:00pm
Large Firm Meetings:
  • CFAN Meeting for Ameriprise Advisors
  • Merrill Lynch Meeting
  • Kingdom Advisors LPL Support Group Meeting
  • Christian Focus Group at Morgan Stanley Meeting
  • Thrivent Community Group Meeting
  • OneAscent Community Group Meeting
College Student Advisory Panel
University Leadership Track (Session 1)
KA Canada Community Group Meeting

5:00pm
Industry Networking Event

6:30pm
Dinner
General Session 2: Bob Goff

8:45pm
Jazz on the Lawn: Dessert, Jazz, and Fireworks

9:45pm
Late Night Trivia
7:00am
Breakfast Buffet
College Student Breakfast with Ron Blue

8:30am
General Session 3: Shaunti Feldhahn
Presentation of the Larry Burkett Award

10:15am
Breakout Sessions
  • Client Discovery: Opening the Door for a Faith Conversation [An Interactive Case Study Session] Jim Wise (1 CE hr)
  • The Generosity Conversation: Leading Your Clients in the Why Before the How Todd Harper & David Wills (1 CE hr)
  • The Journey of Grief: Providing Hope and Help After Widowhood or Divorce Dr. Sabrina Black (1 CE hr)
  • Successfully Onboarding and Discipling an Emerging Advisor Kurt Cornfield, Brian Shepler, Todd Larson, Kelly Rush
  • Legacy Planning: Family Vision, Mission, and Values Bill High (1 CE hr)
  • Biblical Principles for Building a Business Ron Blue
  • Investment Decision Making Processes: Exploring Faith-Based Approaches (1 CE hr)

11:30am
Super Breakout Sessions
  • Men, Women, and Money Shaunti Feldhahn (1 CE hr)
  • Biblical Risk Taking: Leveraging the Temporal for Eternal Gain Ken Boa
  • Becoming a Wisdom Merchant: Delivering a Transcendent Value Proposition Mitch Anthony (1 CE hr)

University Leadership Track (Session 2)

12:30pm
Lunch On Your Own
KA Champions Lunch (Private Event)

2:30pm
Super Breakout Session
  • CIO Update: Macro Economic Views for 2019 Bob Doll & Brian Wesbury (1 CE hr)
University Leadership Track (Session 3)

3:45pm
Student Job Fair
KA Prayer Team

4:30pm
Partner Gathering and Giveaway

5:30pm
Dinner
General Session 4: Tony Evans

8:00pm
Networking Dessert

9:00pm
An Evening with Steven Curtis Chapman
7:00am
Breakfast Buffet

7:30am
General Session 5: John Rinehart

9:00am
Breakout Sessions
  • Wealth Transfer: Opening the Door for a Faith Conversation [An Interactive Case Study Session]Jim Wise(1 CE hr)
  • Client Conversations: What's Your Enough and Why? Alan Gotthardt (1 CE hr)
  • Senior and End of Life Care Decisions: The Biggest Financial Risk Your Aging Clients FaceKevin Jarvis (1 CE hr)
  • Differentiating Your Practice: One Firm's Journey to a Faith Forward Message Jim Mullinix, Jeff Jaworski, Bryan Gum
  • How to Succeed Financially without Failing Spiritually John Rinehart
  • Leading a Thriving Practice Paul Anthes

University Leadership Track Session 4

10:15am
Super Breakout Sessions
  • Wisdom on Life and Business David Wills, Howard Dayton, Ron Blue (1 CE hr)
  • Jesus' Parables: How They Speak to Today's Financial Systems Jerry Bowyer

University Leadership Track (Session 5)

11:30am
General Session 6: Andy Crouch

12:30am
Lunch

1:15pm
Conference Ends





Join over 1,300 financial professionals for
Kingdom Advisors' 15th Annual Conference






Journey of Generosity Opportunities


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.

Attendance at a Journey of Generosity is being added as a requirement for the Certified Kingdom Advisor® designation. Certified Kingdom Advisor® designees will have two 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.

Schedule

Tuesday (2/19)
2:00pm  - Sessions 1 & 2
6:00pm  - Dinner and Session 3

Wednesday (2/20)
8:00am  - Breakfast and Sessions 4 & 5
11:30am  - JOG Event Concludes


Cost: $195 per person

Register for this workshop when you register for the conference. Meals noted in the schedule are included.


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.

Presented by Generous Giving


Kingdom Advisors is partnering with Generous Giving to train you as a Journey of Generosity (JOG) facilitator. A JOG is a 24-hour small group event designed to facilitate deeper discussion around the transformational topic of generosity. The JOG event is a "must have" in your toolbox. As a trained JOG facilitator, you'll be ready to convene and facilitate a JOG at the conclusion of the training. You must have attended a JOG as a prerequisite for attending the JOG Facilitator Training. For those of you who have not been through a JOG, Generous Giving will be conducting JOGs at the 2019 Annual Conference.

Schedule

Tuesday (2/19)
1:00pm  - Session 1
6:00pm  - Dinner
7:30pm  - Session 2

Wednesday (2/20)
8:00am  - Session 3
11:30am  - JOG Facilitator Training Concludes


Cost: $195 per person

Register for this workshop when you register for the conference.


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.