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
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.
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
or Certified
Member
$795
$945 after 12/13/19 early registration deadline
Register Now
Add Your Spouse for $549
$649 after 12/13/19
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
*(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.
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.
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.
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.
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.
Session 1 (8:30am - 9:30am)
Session 2 (9:45am - 10:45am)
Session 3 (11:00am - noon)
Janice A. Thompson, CFP®, MSFS, One Degree Advisors
Conference Schedule
Journey of Generosity Facilitator Training (Session 2)
Journey of Generosity Breakfast
Journey of Generosity Facilitator Training Breakfast
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)
Book Signing: Eric Metaxas
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
General Session 2: John Rinehart
Gospel Patron Film Night
- 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
- Your Client's Story: How to Be a Better Biographer of Your Clients Mitch Anthony
- A Biblical View of Stewardship Ken Boa
KA Champions Lunch (Private Event)
- CIO Roundtable Bob Doll & Finny Kuruvilla
General Session 4: Alistair Begg
- 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
- The Pitfalls and Processes of Decision Making Ron Blue
- The Theology of Corporate Engagement Jerry Bowyer
Join over 1,600 financial professionals and industry
leaders for Kingdom Advisors' 16th Annual Conference
Journey of Generosity Opportunities
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.
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.
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