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Outstanding Lineup

Alistair Begg
Truth for Life
 

Eric Metaxas
Author &
Speaker

Jon Tyson
Pastor, Trinity
Grace Church

Henry Cloud
Author &
Speaker

Randy Alcorn
Eternal Perspective
Ministries

John Rinehart
Gospel
Patrons

Mitch Anthony
Advisor
Insights

Joseph Sojourner
Conference
Host

Ron Blue
Kingdom
Advisors

Bob Doll
Nuveen Asset
Management

Jerry Bowyer
Vident
Financial

Ken Boa
Reflections
Ministries

PREMIER PARTNERS

An Evening with
Chris Tomlin

Touted by TIME Magazine as "the most often sung artist anywhere," on any given Sunday tens of millions of people in churches across the globe sing songs from Chris' rich, worship-focused catalog. Chris writes songs to help people worship God, including his benchmark anthems "At the Cross (Love Ran Red)," "Our God," and "How Great is our God."

21 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 2020 breakout lineup offers fresh content and speakers covering a wide range of topics selected just for you.


Fearless Conversations with Non-Christian Clients - Case Study Format
Jim Wise
Ronald Blue Trust

Halftime for Couples: Pursuing Significance Together in Your Second Half
Lloyd and Linda Reeb
Halftime

Faith-Driven Investing
Henry Kaestner
Sovereign's Capital
Luke Roush
Sovereign's Capital

Best Practices Panel for Emerging Advisors
Nathan Fulks
Family Wealth Partners
Kurt Cornfield
Kingdom Advisors

Purposeful Business Transition
Brian Shepler - Moderator
Ronald Blue Trust
Bardie Wolfe
Peak Financial Management
Nick Wolverton
Peak Financial Management
Jerry Foster
Foster Group
John Moore
John Moore Associates
Brian Cochran
John Moore Associates
Jeff Thomas
Archetype Wealth Partners

Fearless Conversations with Non-Christian Clients - Case Study Format
Jim Wise
Ronald Blue Trust

An Uncommon Guide to Retirement
Jeff Haanen
Denver Institute for Faith & Work

Charting Your Legacy - Facilitators Training
Howard Dayton
Compass - Finances God's Way

What Will Define Your Success
Paul Anthes
R3 Coaching
Rob Hughes
R3 Coaching

Your Client's Story: How to Be a Better Biographer of Your Clients
Mitch Anthony
Advisor Insights

A Biblical View of Stewardship
Ken Boa
Reflections Ministries
CIO Roundtable
Bob Doll
Nuveen Asset Management
Finny Kuruvilla
Eventide Asset Management

True Riches: What Jesus Really Said About Money and Your Heart
John Cortines
Generous Giving

Wealth Languages
Jeff Thomas
Archetype Wealth Partners

Faith-Driven Investing
Henry Kaestner
Sovereign's Capital
Luke Roush
Sovereign's Capital

Discipling the Emerging Advisor
Kurt Cornfield
Kingdom Advisors

Halftime for Couples: Pursuing Significance Together in Your Second Half
Lloyd and Linda Reeb
Halftime

Creating a Giving Plan for Your Client
Matt Hames
National Christian Foundation

The Theology of Corporate Engagement
Jerry Bowyer
Vident Financial

The Pitfalls and Processes of Decision Making
Ron Blue
Kingdom Advisors

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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 $221 (with waived Resort Fees) for rooms at this four-diamond resort! The hotel generally sells out in December, so be sure to secure your hotel room early.





Earn up to 9 Hours of Industry CE Credit

Professional
or Certified
Member

$795
$945 after 12/13/19 early registration deadline


Register Now
Add Your Spouse for $549
$649 after 12/13/19

Retired,
Ministry,
or Emerging Member

$655
$735 after 12/13/19 early registration deadline


Register Now
Add Your Spouse for $549
$649 after 12/13/19

Nonmember
*(Includes a free
6 month membership)

$1295
$1395 after 12/13/19 early registration deadline


Register Now
Add Your Spouse for $549
$649 after 12/13/19

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, 2020. The paid conference registration fee less a $125 administrative fee will be refunded for cancellations through January 31, 2020. 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, 2020.





Gospel Patron Film Night - A New Wednesday Evening Conference Experience

Join us for a unique night of considering the incredible role of the Kingdom Advisor in the Kingdom of God. Together we’ll watch 4 short films and take time to think about how each of us can live out our high calling through inspiring conversation.





Preconference Tracks

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 track will provide a theological framework and a healthy environment for you to develop personal convictions about faith-based investing and help you integrate faith into your investing practice.

Henry Kaestner
Sovereign's Capital
Luke Roush
Sovereign's Capital
Chad Hamilton
Advisor Solutions 360

Session 1 (8:30am - 9:30am)

Unifying Principles for the Faith-Driven Investor
Henry Kaestner, Sovereign's Capital
Luke Roush, Sovereign's Capital

Session 2 (9:45am - 10:45am)

The Case for Faith-Based Investing: Theological, Empirical, Practical
Chad Hamilton, Advisor Solutions 360

Session 3 (11:00am - 12:30pm)

Faith-Based Portfolio Construction: Embrace, Avoid, Engage
Practitioner Panel

The Large Firm Leadership Track is open to anyone serving on the leadership team of a large firm Christian focus group, whether the group is established or just beginning.

Todd Larson
Ameriprise
Brad Hulse
Morgan Stanley
Jason Alexander
Merrill Lynch
Don Williams
LPL

Session 1 (8:30am - 9:30am)

Lessons Learned from Silicon Valley: Christian Affinity Groups in Corporate America

Session 2 (9:45am - 10:45am)

Lessons Learned from Wall Street: Best Practices for Christian Affinity Groups in Large Firms

Session 3 (11:00am - 12:30pm)

Working Session: Next Steps for Our Firm

This track is designed to serve the unique needs of the 100+ college students expected to attend the 2020 Annual Conference by helping prepare them for a career in the Christian financial industry.

Ron Blue
Kingdom Advisors
Howard Dayton
Compass - Finances God's Way
Kurt Cornfield (Moderator)
Kingdom Advisors

Session 1 (8:30am - 9:30am)

Wisdom on Life and Business with Howard Dayton

College students will enjoy a roundtable discussion with author and teacher Howard Dayton. In this one-of-a-kind opportunity, Howard will draw from his 35 years of experience teaching biblical financial principles to offer encouragement and wisdom. There will also be a time for Q&A with Howard.


Session 2 (9:45am - 10:45am)

Emerging Advisor Panel for Students

A panel of successful emerging advisors share best practices for integrating their faith into their practices in the first five years in the business. This moderated discussion will be very practical with time for Q&A with the panel.


Session 3 (11:00am - noon)

Student Job Fair

In a brand new format, students will have the opportunity to visit with 5-7 different financial services firms in a 10-minute personal interview. These firms of all sizes are looking to fill both entry-level positions and internships.

The Attorney/Advisor Collaborative Track is designed 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.  

Joe Mitchiner
Mitchiner Law Firm, PLLC
Stephen Chong
Mateer & Harbert, P.A.
Thomas Whitaker
Stewardship Legacy Coaching
Valerie Neff Hogan
Orchard Ministry Development
Ron Harczak
Securities America
Alfred Lee
Pluymert, Macdonald, Hargrove & Lee, Ltd
Jeff Wallace
National Christian Foundation

Session 1 (8:30am - 9:30am)

Counseling and Drafting Biblically Based Provisions in Estate Plan Documents
Joe Mitchiner, Mitchiner Law Firm


Session 2 (9:45am - 10:45am)

Stewarding Clients with Declining Capacity
Stephen Chong, Mateer & Harbert, P.A.
Thomas Whitaker, Stewardship Legacy Coaching

Recognizing and honoring God's image bearers with unique needs begins with a biblical perspective. This session will explore that biblical perspective along with documentary strategies and guardianship issues in loving and serving those who need extra care.


Session 3 (11:00am - noon)

A Panel Discussion: Collaborative Gift Planning from Idea to Gift

Valerie Neff Hogan (Moderator), Orchard Ministry Development
Ron Harczak, Securities America
Alfred Lee, Pluymert, Macdonald, Hargrove & Lee, Ltd
Jeff Wallace, National Christian Foundation

This moderated panel discussion will examine each step of the gift-planning process as a collaboration between the professional advisors and the client, identifying the challenges and technical aspects of the process, the impact of collaboration in getting the gift completed, and the ministry impact or outcome.

The University Track offers an opportunity for academic leaders, faculty, and financial advisors representing university teams to share knowledge, thought leadership, and planning for participants to envision ways they might collaborate with RBI via an affiliate, alliance, or center relationship.

Ron Blue
Ron Blue Institute
Larry Lindsay
Ron Blue Institute
Michael Blue
Ron Blue Institute
Phil Gelatt
Ron Blue Institute
Karen Guess
Ron Blue Institute
Beth White
Ron Blue Institute

Session 1 (8:30am - 9:30am)


Session 2 (9:45am - 10:45am)


Session 3 (11:00am - noon)


Register Now

"While I attend many conferences related to what I do in my practice, Kingdom Advisors Annual Conference is the only one that focuses on why I do it. I come away each year with a renewed vision, a refreshed spirit, and equipped with practical ways to deepen Kingdom impact in all aspects of my business."
Janice A. Thompson, CFP®, MSFS, One Degree Advisors

Conference Schedule

Preconference

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

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

6:00pm
Journey of Generosity and Journey of Generosity Facilitator Training Dinner

7:30pm
Journey of Generosity Training (Session 3)
Journey of Generosity Facilitator Training (Session 2)
8:00am
Preconference Track Breakfast and Check-In
Journey of Generosity Breakfast
Journey of Generosity Facilitator Training Breakfast

8:30am
Preconference Tracks
Attorney/Advisor Collaborative Track
College Student Track
Faith-Based Investing Track
Large Firm Leadership Track
University Faculty Track
Journey of Generosity Group 1 (Sessions 4 & 5)
Journey of Generosity Facilitator Training (Session 3)

10:00am
Annual Conference Check-In and Registration

1:30pm
General Session 1: Eric Metaxas

3:00pm
Industry Networking Event
Book Signing: Eric Metaxas

4:00pm
Large Firm Meetings
First-Time Attendees Briefing
KA Canada Community Group
Breakout Sessions
  • Fearless Conversations with Non-Christian Clients [An Interactive Case Study Session] Jim Wise
  • Halftime for Couples: Pursuing Significance Together in Your Second Half Lloyd and Linda Reeb
  • Faith-Driven Investing Henry Kaestner
  • Emerging Advisor Best Practices Panel Nathan Fulks, Kurt Cornfield

5:30pm
Dinner
General Session 2: John Rinehart
Gospel Patron Film Night
7:00am
Breakfast Buffet

8:30am
General Session 3: Henry Cloud

10:15am
Breakout Sessions
  • Purposeful Business Transition Brian Shepler - Moderator; Bardie Wolfe, Nick Wolverton, Jerry Foster, John Moore, Brian Cochran, Jeff Thomas
  • Fearless Conversations with Non-Christian Clients [An Interactive Case Study Session] Jim Wise
  • An Uncommon Guide to Retirement Jeff Haanen
  • Charting Your Legacy - Facilitators Training Howard Dayton
  • What Will Define Your Success Paul Anthes, Rob Hughes

11:30am
Super Breakout Sessions
  • Your Client's Story: How to Be a Better Biographer of Your Clients Mitch Anthony
  • A Biblical View of Stewardship Ken Boa

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

2:00pm
Super Breakout Session
  • CIO Roundtable Bob Doll & Finny Kuruvilla

3:30pm
KA Prayer Team Meeting

4:15pm
Partner Gathering and Giveaway

5:30pm
Dinner
General Session 4: Alistair Begg

8:15pm
Networking Dessert

9:00pm
An Evening with Chris Tomlin
7:00am
Breakfast Buffet

7:30am
General Session 5: TBA

9:00am
Breakout Sessions
  • True Riches: What Jesus Really Said About Money and Your Heart John Cortines
  • Wealth Languages Jeff Thomas
  • Faith-Driven Investing Henry Kaestner &Luke Roush
  • Discipling the Emerging Advisor Kurt Cornfield
  • Halftime for Couples: Pursuing Significance Together in Your Second Half Lloyd and Linda Reeb
  • Creating a Giving Plan for Your Client Matt Hames

10:15am
Super Breakout Session
  • The Pitfalls and Processes of Decision Making Ron Blue
  • The Theology of Corporate Engagement Jerry Bowyer

11:30am
General Session 6: Jon Tyson

12:30pm
Lunch

1:30pm
Conference Ends

* Meals noted in the schedule are included.





Join over 1,600 financial professionals and industry
leaders for Kingdom Advisors' 16th 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, Scripture, 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.

Evan Lange
 
 

Dan Funderburk
 
 

Schedule

Tuesday (2/18)
1:30pm - 2:00pm  - Check-In
2:00pm - 5:30pm  - Sessions 1 & 2
6:00pm - 7:00pm  - Dinner
7:30pm - 9:00pm  - Session 3

Wednesday (2/19)
8:00am - 8:30am  - Breakfast
8:30am - noon  - Sessions 4 & 5


Cost: $209 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. If you have not been through a JOG, Generous Giving will be conducting JOGs at the 2020 Annual Conference.

Adam Miller
 
 

Lacie Stevens
 
 

Nick Wolverton
 
 

Schedule

Tuesday (2/18)
12:30pm - 1:00pm  - Check-In
1:00pm - 5:30pm  - Session 1
6:00pm - 7:00pm  - Dinner
7:30pm - 9:00pm  - Session 2

Wednesday (2/19)
8:00am - 8:30am  - Breakfast
8:30am - noon  - Session 3


Cost: $209 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.