Phoenix 2018!

DFMC Annual Meeting

September 16-19, 2018

Phoenix, Arizona

Sheraton Grand Phoenix

Conference Highlights

2018 DFMC Annual Meeting


  • Keynote address by the world-renown Catholic "science guy," Brother Guy Consolmagno, S.J., Director of the Vatican Observatory and President of the Vatican Observatory Foundation
  • Time to pray with daily liturgy, opportunities for adoration of the Blessed Sacrament and the Sacrament of Reconcilation
  • Presentations by
    • His Eminence Cardinal Daniel DiNardo, President of the United States Conference of Catholic Bishops (USCCB) and Archbishop of Galveston-Houston who will explain the current and ongoing priorities of the bishops in the United States
    • Fr. Francis "Rocky" Hoffman, Executive Director/CEO of Relevant Radio with an inspiring vision of fiscal management and service to the Church
    • Mr. Matthew Manion, Faculty Director for the Center for Church Management at the Villanova University School of Business on successfully leading complex diocesan projects
    • Paul Schaaf, FBI Special Agent, Security and safety in Catholic facilities including active shooter intrusions
    • Brian Niebrugge, Executive Director of Stewardship and the Annual Catholic Appeal at the Archdiocese of St. Louis on evaluating the effectiveness of diocesan stewardship and fund Raising efforts
    • Dan Misleh, Executive Director and Dan Last, Chief Operating Officer of the Catholic Climate Covenant on financing energy efficiency and renewable energy projects
    • Jerry Amsler, Director of Parish Services at the Archdiocese of St. Louis on embracing and implementing pastoral leadership through all levels of a diocese
    • Prof. Thomas Harvey, Former Director of Nonprofit Professional Development at the University of Notre Dame’s Mendoza College of Business on structuring boards and finance councils for mission effectiveness
    • Sr. Melanie Di Pietro, Counsel at the law firm of Tremba and Kinney on the interrelationship of Canon Law and state law
    • Joe Braddock, CFO of the Diocese of Jefferson City on ministerial approach schools including how they can be tuition free yet still sustainable
    • James Ceplecha, Managing Director Retirement Services at Christian Brothers Services, G. Daniel Miller, Attorney at Conner & Winters, LLP, and Laurence Hansen, Attorney at Locke Lord, LLP who will explore the intricacies of church retirement plans
    • Scott Conklin, Vice President of Human Resources at Paycor and Alicia Corti, Assistant Director of Human Resources at the Diocese of Tucson, will offer a guide finance people to an HR center of excellence
    • Joanie Lewis, Appeals and Campaigns Account Executive/Product Leader at Our Sunday Visitor (OSV), will look at financial health of dioceses focusing on the impact of the church offertory on capital campaigns and annual appeals
    • John Geissinger, CFA, Chief Investment Officer at Christian Brothers Investment Services (CBIS), and Stephen Schott, Managing Principal of CAPTRUST Advisors, will explore best practices for investment management programs
    • Matt Felton, President and founder of Datastory Consulting on how data-driven discernment, especially through mapping, can affect the most important decisions for a dioecese
    • Leticia Rodriguez, Senior Audit Specialist at the Archdiocese of Galveston-Houston, Mariluna Román, Ecónomo Auxiliar de Contabilidad at the Diocese of Arecibo, and Marcus Coleman, Acting Director of the DHS Center for Faith-Based and Neighborhood Partnership at the Federal Emergency Management Agency (FEMA) on the subject of disaster planning and preparedness focusing on the impact of the 2017 storms
  • Internal Audit Forum in English and Spanish
  • Certified Diocesan Fiscal Manager (CDFM) Overview
  • Up to 21+ CPE Hours for attending the entire Conference
  • One-on-One interaction with the most important diocesan service providers
  • A unique and important opportunity for friendship, fellowship, and exchange with your peers from all over North America, the Caribbean, and the Pacific Islands.
  • Good food, good fun, and quality time to relax in one of the most exciting and hospitable cities in America!

Beverage Break - Afternoon

3:05 p.m. to 3:30 p.m. in Grand Foyer West Lobby

Image result for gin and tonic

Diocesan Fiscal Management Conference

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