Ken Boa
President
Reflections Ministries

Discovering Your Purpose: Exploring Why You Are Here

One of life’s fundamental questions relates to the critical issue of coming to grips with our purpose for being in this world. This session will focus on:
• The need for purpose (being)
• Biblical principles of purpose (knowing)
• Discovering your unique purpose (doing)

Andy Goddard
Director of Coaching
Halftime

Why Should You Play To Your Strengths?

Unfortunately, most of us have little sense of our true talents and strengths, much less the ability to build our lives around them. Guided by our parents, teachers, managers and others in our world, we become experts in our weaknesses and spend our lives trying to repair these flaws, while our strengths lie dormant and neglected. Andy Goddard, Director of Coaches at Halftime, will examine what this looks like and show you a way to lock into your unique God-given strengths.

Sharon Epps
EVP, Content and Media
Crown Finncial Ministries

Discovering God’s Economy for your Business and Client Relations

There’s a battle between man’s systems and God’s design. No matter what the economic, political or social climate, we know that God is the solution. But how do we connect the dots in practical ways? In this session, we will explore the divine integration of the mystery of God’s Lordship with our stewardship and generosity. We will provide practical tools to discover God’s economy for yourself and your clients. You will know you’ve made the transition when you are spiritually renewed, stewarding wisely and generously living!

Doug Buce
Chief Learning Officer
Wells Real Estate Funds

Building a Power Culture - Finding the Pillars During the Storm

This dynamic presentation is designed to help financial professionals identify and implement differentiating pillars within themselves and their business culture to create a practice that matters. Humility based leadership, unique divine design, psychological leveraging, and a passion for consistent execution are addressed in a way that will leave participants motivated, inspired, and focused on amplifying life impact.

Bob Shank
Founder
The Masters Program

Building the Bridge from Calling to Stewardship

For the committed Christian, Kingdom Calling and Kingdom Stewardship are both important considerations. But these factors are often addressed as stand-alone components, rather than interconnected considerations. In this workshop, we'll discover that Kingdom Calling is the vision for which Kingdom Stewardship becomes the strategy. Are you clear about your Kingdom Calling... and are you ready to assist your clients in the pursuit of theirs?

Jay Link
President & CEO
Kardia Family Wealth Counseling

Let’s Get Practical: Ten Creative Giving Strategies for Your Planning Tool Box

This session will introduce ten creative ways your clients can dramatically increase their Kingdom giving (without writing a check) while at the same time taking care of their own financial needs and still providing their heirs an appropriate inheritance.  You will see how to employ each of these different charitable planning tools. Then you will see how by strategically combining some of these tools together you will realize an even greater increase in planning leverage and Kingdom impact.

Todd Harper
EVP, Generous Giving

Journey of Generosity: A High Impact Event for You and Your Clients

There are many factors that enrich our spiritual growth, but none more surprising than the depth that comes from exploring The Journey of Generosity. Hosted by an individual, couple or organization, these gatherings are guided by a Generous Giving facilitator and expose participants to the life changing message of generosity while engaging the heart around the topic of giving. Learn how you can utilize this powerful tool with your clients.

Bob Doll
Vice Chairman & Global Chief Investment Officer for Equities, BlackRock

2010 Market Outlook

Navigating financial markets in the midst of the current economic realities can be challenging at best. Join Bob Doll, Vice Chairman and Chief Investment Officer of Global Equities at BlackRock, Inc. as he shares his insights on the state of the global economy and his predictions for the markets and the best performing sectors for 2010. Come prepared to learn new ideas to position your clients portfolios in preparation for an economic recovery.

Steve Huxley, Ph.D.
Asset Dedication

Adding Intuition and Precision to Asset Allocation with Dedicated Portfolios

Clients sometimes have only a hazy understanding of the rationale behind their stock, bond and cash allocation. The nuances of classic modern portfolio theory, asset  allocation, and standard deviations can hardly be called intuitive concepts, especially for retirees. Dedicated portfolios provide a powerfully intuitive way to bring precision to the asset allocation decision. Coupled with lifetime planning, the asset dedication process can provide protected income streams over personal time horizons and lead to allocations that clients easily understand.

Rusty Leonard
Chairman & CEO
Stewardship Partners

Confronting the Big Issues Keeping You From Integrating Your Faith and Your Practice

Rusty Leonard will take a hard look at the practical and philosophical obstacles all advisors face as they sincerely seek to meld their faith and their practice together. Rusty will discuss the issues he faced in his own journey from a top secular money manager to one who has committed to integrate his work and faith in a manner that honors the Lord. Rusty will also address the most common and toughest objections he faces to the Biblically Responsible Investing (BRI) approach used at Stewardship Partners. Please join us for what is sure to be a provocative and thoughtful session.

Dean Harbry, PCC
President
Internal Innovations

Managing Conflict with Clients, Coworkers and Vendors: Keys to Success

Most people recoil at the thought of engaging in conflict, yet this is a real part of everyday life. Conflict can be resolved constructively, yielding closer relationships, or destructively, which causes an erosion of trust between two or more people. Join us at the “Managing Conflict” breakout to find out how to engage with those around you in a redeemed fashion, keeping short accounts. The expected results include stronger relationships, a more peaceful existence, and overall improved communications with others.

Paul Anthes, CFP®
President
Financial Advisory Corporation

Run a More Effective Practice Using Focus Days

The best coaching programs utilize various types of days with a specific focus to help business owners effectively run and manage their businesses. Join us for this breakout session to examine the most effective types of days including focus days, non-vocational ministry days, buffer days, free days and personal days. Get ready to enhance your personal, business and ministry effectiveness as we explore best practices for regaining focus in your practice.

Gordon D’Angelo
Chairman & CEO
NEXT Financial

Strategic Visionary Planning

Gordon D’Angelo, Chairman and CEO of NEXT Financial Holdings, shares about the power of Strategy Visionary Planning. “Where there is not vision, the people perish” (Proverbs 29:18). The concept of God’s power can be called upon with accuracy and abundance. You can positively engage a multitude of lives creating predetermined positive outcomes. Your visionary plan is a powerful part of God’s plan. Find out how accessing God’s inspiring energy in visionary form can empower your life.

Barbara Hemphill
Founder & CEO
Paper Tiger Productivity Institute

Taming the Paper Tiger in a Digital World

When you are born, you get a birth certificate.  Your ability to find that document and the tens of thousands of other items that will come into your life from that day forward will directly impact the quality of your work, your life, and your relationships - even your memory.  Time is your most valuable asset whether you want to get more done - or work fewer hours - getting organized is the key to increased profit, productivity, and peace of mind.

Dave Brown
J.D.
Brown & Streza, LLP

The Christian Centered Law Practice

David Brown, Principal Attorney of California based Brown & Streza, LLP, will give attorneys insight into the growth, sustainability, and Kingdom-oriented prosperity of his estate planning, business planning and succession planning law firm, through their implementation of Christian principles.  David will provide insight on his own journey as an attorney and Christian, as well as provide practical tools/best-practices for a Christian-centered law practice, by taking a faith-based approach, not only with clients, but with staff, associate attorneys, accountants and financial planners.

Vince Birley
Chief Strategic Officer
Ronald Blue & Co.

Developing a Growth Strategy for Your Practice

Most advisory firms have a desire to grow without much of a plan to accomplish it. In this breakout session, we will explore the advisor growth options, considerations and critical success factors. In addition, we will look at the industry growth data and examine the industry value proposition evolution. This valuable and insightful session will give you the foundation to execute an effective growth strategy for your firm.

Sanford Coggins
President & CEO
The Coggins Company

Building Deeper Relationships by Freeing Clients to Pursue Their Vision

An extraordinary life begins with a vision. You can help your client enhance their vision by your ability to ask profound questions, and use intentional listening and feedback skills to assure the client that “You Get It!” Synthesize and apply best practices to achieving your client’s dreams by helping them navigate around their own personal roadblocks to the freedom of pursuing their vision. Join us for this session and learn how to enhance client relationships by helping them change the legacy they leave to their families.