2021 Exhibiting and Sponsor Partners!

Exhibitors
305 PLATINUM BOOTH Diocesan Financial Partners
309 PLATINUM BOOTH Ave Maria Mutual Funds
401 PLATINUM BOOTH  CAPTRUST
402 PLATINUM BOOTH  Our Sunday Visitor (OSV)
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310 GOLD BOOTH Armanino LLP
313 GOLD BOOTH Christian Brothers Investment Services (CBIS)
314 GOLD BOOTH Gallagher
317 GOLD BOOTH Waldorf Risk Solutions
405 GOLD BOOTH Graystone Consulting - A Business of Morgan Stanley
406 GOLD BOOTH Christian Brothers Services
501 GOLD BOOTH Catholic Funeral and Cemetery Services
502 GOLD BOOTH Sage Intacct
505 GOLD BOOTH USI Consulting Group
506 GOLD BOOTH Benefit Allocation System, LLC (BAS - MyEnroll 360)
601 GOLD BOOTH BOK Financial
602 GOLD BOOTH Martus Solutions
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210 Booth MAS Integrated Solutions, LLC
213 Booth Bloomfield Capital
214 Booth FEG Investment Advisors
217 Booth Gabriel Software
220 Booth PrimePay, LLC
223 Booth Duff & Phelps, A Kroll Business
224 Booth Church Budget
227 Booth Welton Investment Advisors
228 Booth Yousif Capital Management, LLC
320 Booth Prenger Solutions Group
323 Booth The Concord Advisory Group Ltd
324 Booth Amazon Business
327 Booth Manning & Napier
328 Booth Steier Group
409 Booth Catholic Mutual Group
410 Booth DeMarche
413 Booth Reta Trust
414 Booth Reinhart Partners, Inc.
417 Booth ClearPoint Federal Bank & Trust
420 Booth The Matthias Group LLC
423 Booth ACS Technologies Group, Inc.
424 Booth Breckinridge Capital Advisors
428 Booth Catholic Investment Services
427 Booth Sawgrass Asset Management
509 Booth Investing for Catholics
510 Booth Knights of Columbus Asset Advisors
513 Booth National Investment Services
514 Booth The National Catholic Risk Retention Group
517 Booth SGIA Medicare Consulting
520 Booth Greater Mission
523 Booth The Sulzer Group
524 Booth Gabriel, Roeder, Smith & Co. (GRS)
527 Booth Sarasin Asset Management
528 Booth Catholic Order of Foresters
605 Booth Dana Investment Advisors
606 Booth SJS Investment Services
609 Booth webCemeteries
610 Booth Innovest Portfolio Solutions
613 Booth St. Joseph Financial Services
614 Booth Conrad Schmitt Studios
617 Booth FACTS
620 Booth ADP
623 Booth Crossmark Global Investments
624 Booth Beacon Pointe Advisors, LLC
627 Booth Brown Advisory
628 Booth Nyhart
631 Booth ParishSOFT

 

Sponsors

Company Sponsored Event
Boyd Watterson Asset Management Sunday Opening: Bishop Spalding with Reception and Dinner in Pub District
Christian Brothers Investment Services (CBIS) Sunday Opening: Bishop Spalding with Reception and Dinner in Pub District
Federated Hermes Sunday Opening: Bishop Spalding with Reception and Dinner in Pub District
Mutual of America Financial Group Sunday Opening: Bishop Spalding with Reception and Dinner in Pub District
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Catholic Purchasing Monday General Session II with Fadi Chehadé followed by Break
Diamond Hill Capital Management Monday General Session III with Brian Cooper
PrimePay Monday Concurrent Sessions IV & V a  with Bill Whalen
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Notre Dame Federal Credit Union Tuesday General Session VI with Clemens Sedmak
The National Catholic Risk Retention Group Tuesday General Sessions VII USCCB President Update with Most Rev. Jose' Gomez
Serenic Software Tuesday Concurrent Sessions VIII & IX c  with Peter Corrado
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Notre Dame Federal Credit Union Wednesday Concurrent Sessions XII with Archbishop Philip Aynolo
PrimePay Wednesday General Session XIV with Matthew Socha
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Grant Thornton Benefactor Level
Marquette Associates Contributor Level  
Notre Dame Federal Credit Union Contributor Level  
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Catholic Extension  Scholarships for Mission Dioceses
USCCB Office of National Collections Scholarships for Mission Dioceses
3240 E. Union Hills Drive, Ste. 171, Phoenix, AZ 85050
(602) 992-2900 | dfmc@dfmconf.org
2021 Diocesan Fiscal Management Conference
All Rights Reserved.