Fr. James Martin, S.J.

Sunday Keynote, Session I

REV. JAMES MARTIN, SJ, is a Jesuit priest, editor at large of America magazine, and bestselling author of Jesus: A Pilgrimage, The Jesuit Guide to (Almost) Everything, and Between Heaven and Mirth. Father Martin has written for many publications, including the New York Times and The Wall Street Journal, and he is a regular commentator in the national and international media. He has appeared on all the major radio and television networks, as well as in venues ranging from NPR’s Fresh Air, FOX’s The O’Reilly Factor, and PBS’s NewsHour to Comedy Central’s The Colbert Report. Before entering the Jesuits in 1988, Father Martin graduated from the Wharton School of Business and worked for General Electric for six years. In 2017, Pope Francis appointed him to be a Consultor for the Vatican's Secretariat for Communication.

Don Borisch

Donald Borisch is the Diocesan Internal Auditor for the Diocese of Rockford, Illinois since July, 2006 when the Office of Internal Audits was launched.  He was instrumental in developing the practices that are currently in use and provides all internal audit services for 105 parishes, 6 Catholic High Schools, and 27 ministries.   Prior to that, he was the Fiscal Manager for Social Services at the Diocese, responsible for the financial operations of Catholic Charities and other social ministries in the Diocese of Rockford.  He has been a facilitator of the Internal Audit Forum at the DFMC since 2007.

Mr. Borisch received his BBA in Finance from the University of Wisconsin at Oshkosh and an MBA from Northern Illinois University.  He is married with three step-sons and is an active private pilot.  

Jorge Montenegro

Jorge Montenegro, Controller of Catholic Diocese of Fort Worth, has more than 15 years of auditing experience. 

Jorge spent 6 years as financial external auditor for KPMG Peat Marwick in San Jose, Costa Rica. Later He becomes part of GBS Procter & Gamble where he lead several administrative departments and as a member of the internal global audit team.

For 3 years was an auditor at Mission Foods based at Irving Texas, to later join the Diocese of Fort Worth as its first Internal Auditor, role that he performed over a period of 5 years.

Jorge holds a Bachelor & Licentiate degree in Accounting from the University of Costa Rica, a Master of Business Administration (MBA) degree from the Intituto Tecnologico de Costa Rica and a Masters in Science (MS) degree in Accounting from the University of Dallas, Texas.

He is a Certified Internal Auditor since 2005 and a Certified Public Accountant in Costa Rica since 1999.

Thomas P. Gaunt, SJ, Ph.D.

Sunday, Session I - Welcome Banquet and Keynote Address Presentation

Father Tom Gaunt is a Jesuit of the Maryland Province. He has a B.A. in Philosophy from St. Louis University, a S.T.B. from the Bellarmine School of Theology in Chicago, a M.Div. from Loyola University-Chicago, a M.P.A. and Ph.D. in City Planning from the University of North Carolina-Chapel Hill. His M.P.A. research was on Diocesan Synods and his dissertation was on low-income citizen participation in human services planning. Father Gaunt’s research interests are focused on the long-term impact of a year or more of volunteer service on individual volunteers; demographic changes and challenges for Religious Congregations; and community development efforts with disabled populations. He is currently an active board member of L’Arche Greater Washington, DC and has served on the Jesuit Volunteers International board. Prior to becoming executive director at CARA Father Gaunt was the Executive Secretary/Socius of the Jesuit Conference-USA, the national office of the Jesuits of the USA for nine years. Before that he served as the Director of Formation & Studies for the Jesuits of the Maryland and New York Provinces. Early in his ministry he served as a Pastor and Director of Planning & Research in the Diocese of Charlotte for 10 years.

Dr. Allen Hunt

Monday, General Session II

Dr. Allen Hunt is a nationally known speaker and best-selling author. His books include: Confessions of a Mega-Church Pastor: How I Discovered the Hidden Treasures of the Catholic Church; Everybody Needs to Forgive Somebody; and Nine Words: A Bible Study to Help You Become the Best-Version-of-Yourself.

Allen stepped aside July 1, 2007, as Senior Pastor at Mount Pisgah, a congregation serving more than 15,000 persons each week through all of its ministries in Alpharetta, Georgia, outside Atlanta. While at Mount Pisgah, Allen helped to develop comprehensive ministries with children and students as well as a Christian School with over 1200 students; a Beacon of Hope pregnancy resource center; and the Summit Counseling Center.

On January 6 2008, on the Feast of the Epiphany, Allen converted to Catholicism. This transition represented the culmination of a 15 year journey in which God began leading Allen home to the Church. In many ways, this transition was effected by the prayers of a group of Dominican sisters at Monastery of Our Lady of Grace in North Guilford, Connecticut, who have been praying for Allen since he shared lectures with them during the season of Lent in 1992.

Prior to full-time ministry, Allen worked in management consulting with Kurt Salmon Associates, an international leader in the textile, apparel, and retail industries. Allen was educated at Mercer (B.B.A.) and Emory (M.Div.) Universities, before earning a Ph.D. in New Testament and Ancient Christian Origins from Yale University.

Allen and his wife, Anita, live in Atlanta. They have two grown daughters.

Kim Viti Fiorentino

Monday, General Session III Presentation

Kim Viti Fiorentino is archdiocesan chancellor and general counsel at the Archdiocese of Washington. As chancellor, she serves as a member of the Administrative Board, which advises the cardinal on issues affecting policy and pastoral practices within the archdiocese. That key administrative position also involves providing counsel to the archbishop on public policy matters, directing special projects and initiatives, and serving as a corporate member on all archdiocesan affiliated corporations. As general counsel, she serves as the archdiocese’s principal legal advisor, responsible for overseeing legal affairs and advising on all matters having legal implications for the archdiocese, its parishes, schools, administrative departments and affiliated ministries. The general counsel’s duties also include providing guidance in every aspect of the archdiocese’s operations, including in areas involving contracts; real estate transactions; employment; education and school operations; child protection; corporate governance; religious liberty; tax status; litigation management and dispute resolution; and compliance with federal, state and local laws and applicable provisions of Church law.

Before beginning her work for the archdiocese, Fiorentino served as a senior partner in the law firm of Shulman, Rogers, Gandal, Pordy & Ecker, specializing in litigation related to guardianship, trusts and estates, property disputes and family matters, including cases involving senior citizens, and people with mental illnesses or disabilities. An attorney in private practice for 27 years, she served on her firm’s Board of Directors and for nearly two decades coordinated its pro bono cases on behalf of the poor and vulnerable. She was appointed by the courts in more than 75 cases to serve as the guardian of the property of elderly and disabled adults and children in need of assistance.

Mark Germano

Monday, Concurrent Session IV/V-A, Presentation

Mark Germano is an adjunct professor in the Mendoza School of Business at the University of Notre Dame. He is an experienced executive who successfully leads complex organizations through periods of significant change at the national, state, and local levels. Germano has a successful track record leading senior teams, working with governing boards, and building collaborative relationships between volunteers and staff which creates consistent growth. During his career, he raised in excess of $650,000,000. Additionally, he has developed strategies with demonstrated success in venture philanthropy, and has spoken at venture capital/angel funding forums across the country. He received a Master's degree in Educational Psychology from the University of Wisconsin - Madison, and a Master's degree in Business Administration - Marketing from Roosevelt University in Chicago.

Stephen E. Bittner


Monday, Concurrent Session IV/V-B - Presentation

Steve Bittner is the President of the Cincinnati Catholic Cemetery Society (CCCS) operating St. John, St. Mary, and St. Joseph Cemeteries in the Archdiocese of Cincinnati.

Steve has been employed by the Society for 49 years starting in 1967 working on the grounds in the areas of grass cutting and landscaping. He has held the positions of Superintendent of St. Joseph (1973-1980), Superintendent of St. Mary and St. John Cemeteries (1980-1991) and the Business Manager of the CCCS (1991- 1993). Steve was promoted to Chief Operating Officer of the Society in January 1993 and was elected to the CCCS Board of Directors in March 1995. Steve was named President of the Cincinnati Catholic Cemetery Society in January 1999.

Steve stays involved at the state level, where he served as the Past President of the Catholic Cemeteries of Ohio and is a member of their Legislative Committee. Steve also served three terms for the Governor, on the Ohio Cemetery Dispute Resolution Commission that helps regulate Ohio cemeteries. Steve has served as the Catholic Cemetery Conference's Midwest Director at Large, Secretary, Vice­President, and now newly elected as Catholic Cemetry Conference's President. Steve has served as chairperson of the CCC's Program Committee for 2008. Steve presently teaches classes at Notre Dame University. Steve is also a past board member of the International Cemetery and Funeral Association. In 1996, Steve was awarded the designations of Certified Catholic Cemetery Executive and Certified Cemetery Executive (CCCE & CCE) by both international organizations. Steve is privileged to do presentations for both organizations.

Richard P. Peterson


Monday, Concurrent Session IV/V-B - Presentation

Richard P. Peterson, CCCE, CCE is the Director of Cemeteries for the Archdiocese of Seattle, a position he has held since May 1991. In that capacity he is responsible for the day to day operation and long-term planning for four Archdiocesan cemeteries. He also serves as a consultant to the pastors of the twenty parish cemeteries in the Archdiocese on issues pertaining to their cemeteries. Mr. Peterson graduated with a BA in English (with Distinction) from the University of Washington in Seattle. He also studied Graduate Pastoral Theology (without degree) for two years at The Catholic University of America in Washington, DC.

Peterson began his work with the Catholic cemeteries in Seattle in 1976 as a seasonal employee while attending college. In May 1981 he began full time employment with the cemeteries. In October 1985 Peterson was hired as the Superintendent of Gethsemane Cemetery in Federal Way, WA. In May 1991 Peterson was appointed Director of Cemeteries by the Most Rev. Raymond Hunthausen, Archbishop of Seattle. The three subsequent Archbishops of Seattle have reconfirmed his appointment.

Peterson has been active in a number of state, regional and national cemetery associations including the Catholic Cemeteries of the West (serving as President for 3 terms) and the Catholic Cemetery Conference. Having served on numerous committees of the Catholic Cemetery Conference, he was elected Vice-President of the Conference in October 2016. Peterson earned his “Certified Cemetery Executive” designation from the International Cemetery, Cremation and Funeral Association in 1997 and his “Certified Catholic Cemetery Executive” from the Catholic Cemetery Conference in 1998. He has also authored numerous articles for CCC and was a contributor to The Catholic Cemetery – A Vision for the Millennium, 1997. Richard and his wife, Mary Anne, live in Federal Way, WA and are active members of St. Vincent de Paul parish.

William Baird

Monday, Concurrent Session IV/V-C

Bill Baird is the Chief Financial Officer and Executive Director of Management Services of the Archdiocese of Baltimore. In this role, he oversees Fiscal Services, Facilities, Risk Management, IT and Investments. Bill joined the Archdiocese in July 2010 from Brown Advisory where he was the Managing Partner of Brown Advisory Securities in charge of the broker dealer division. Prior to that, he spent 18 years at Alex Brown and its successor companies, Bankers Trust and Deutsche Bank. He served in various capacities including Branch Manager of the Greenwich, San Francisco and Baltimore offices and as Head of Business Supervisory Office overseeing compliance, legal, audit and supervisory functions for the branches. Bill holds a Bachelor of Business Administration and Master of Business Administration from Loyola University.

Rick Bernstein

Monday, Concurrent Session IV/V-C

First Fruits Farm was born in 1998 when the Bernstein family moved to a farm in northern Baltimore County with the idea that they would plant and harvest their fields using a volunteer work force and donate the resulting fresh produce to organizations serving needy individuals and families in their community. Hereford United Methodist Church backed the farm until 2004, when First Fruits Farm, Inc. was granted its own tax-exempt status, organized a board of directors and officers, and began operating as a freestanding nonprofit organization.

Rick and Carol are quick to give all the glory to God and are grateful for the many volunteers who support the farm. And while it does take a village to make First Fruits Farm work, the Bernsteins rely on God for each aspect of the ministry. First Fruits Farm’s story has inspired many over the past 15 years, so much so that several wonderful articles have featured First Fruits Farm, including a Guideposts article in 2008 and two North County News articles published in 2004 and 2007.

Richard Kelly

Tuesday, General Session VI - Presentation

Richard Brendan Kelly is the Head of Finance for the Archdiocese of Cincinnati. His major contribution includes the transition from defined benefit to defined contribution plan for lay employees’ pension. Other contributions include instituted reform to deposit and loan fund, reform of priests’ pension fund, moved to single accounting system for all the parishes, sold excess real estate, and upgraded the contracting process.

Before working the Archdiocese of Cincinnati, Mr. Kelly was the Chief Investment Officer at three different insurance companies over a 25-year career. He served as an attorney in the Army (JAGC) for three years. He was also an adjunct professor of business law and ethics at Seattle University and Xavier University.

He and his wife, Gail Staubach Kelly, have six children and six grandchildren.

Dennis Naughton

Tuesday, General Session VI - Presentation

Dennis Naughton joined the Diocese of Phoenix in 2012 as its General Counsel. In that capacity, Dennis acts as the principal advisor to the Bishop and to Diocesan senior management on civil legal issues that impact the Diocese and its overall mission. He also directs the Parish Administrative Services Office, which supports parishes, missions, schools and other participating organizations within the ecclesiastical territory of the Diocese by providing legal, administrative, finance, corporate, human resources and employee benefits services.

Prior to joining the Diocese of Phoenix, Dennis practiced in the Phoenix office of a large international law firm before departing to serve as corporate counsel for several large corporations, including Sprint Nextel Communications and CSK Auto, Inc. He holds a Juris Doctor from the University of Arizona’s James E. Rogers College of Law, and a Bachelor of Science in Economics from Santa Clara University.

Rose Michalec

Tuesday, General Session VII Presentation

Rose Michalec is the Controller for the Archdiocese of Galveston-Houston since February 2013, and is responsible for the finances of the Archdiocese. She oversees the accounting, investment, and treasury functions, tax compliance, and parish and school accounting services. Ms. Michalec also provides a supporting role to the benefit and health plans, as well as the Catholic School Office. She was instrumental in the implementation of the Archdiocesan accounting software, the outsourced integrated payroll, timekeeping, and benefit system, and the parish and school accounting system.

Prior to working with the Archdiocese of Galveston-Houston, Ms. Michalec spent 8 years in the Houston office of Vinson & Elkins, LLP managing the accounting and financial reporting, 6 years with Reliant Energy performing retail marketing accounting and analysis, as well as completing the implementation of the accounting software, and 3 years with The Coastal Corporation as an inventory accountant. She holds a Bachelor of Business Administration with a concentration in Accounting from the University of Houston. She is a certified public accountant in the state of Texas.

Thomas Kiely

Tuesday, General Session VII Presentation

Thomas Kiely is beginning his 6th year directing the Institute for Catholic Leadership at Marquette University. ICL works to develop the mission effectiveness, leadership, and governance practices of Catholic schools in the Archdiocese of Milwaukee as well as in the Great Lakes region, and in national venues.

Prior to this role he served as a Catholic school principal, a Religious studies chair and teacher, an English teacher, and directed an International Baccalaureate Program and an Advanced Placement Program. Originally from New York, he has worked in Washington, DC, Baltimore, MD, Southern New Jersey, and Milwaukee, WI.

He holds master’s degrees from Georgetown University and from the Catholic University of America as well as a bachelor’s degree from Georgetown, and was honored with a doctor of humane letters degree from Mt. St. Mary’s University for his work in preparing students for collegiate study.

He has written about contemplation and action in the Catholic tradition, the interplay of different advocacies and public policy in Catholic education, and about integral education in Catholic schools.

Patricia Weitzel-O'Neill

Tuesday, General Session VII Presentation

Patricia Weitzel-O'Neill is executive director of the Roche Center for Catholic Education at Boston College, and former superintendent of schools for the Archdiocese of Washington, D.C. At the Roche Center she leads a number of programs in professional development (for Catholic school principals and pastors, as well as administrators at Catholic colleges and universities), advocacy, and applied research in conjunction with the Lynch School of Education and the local and national Catholic school community. Weitzel-O’Neill is co-director of the new Innovation Institute, a project of the National Catholic Education Association that sponsors research, development and adoption of innovative programs to enhance academic excellence in Catholic schools.

At the Roche Center, Weitzel-O’Neill has worked to improve Catholic education through research, professional development, and advocacy both locally and nationally. During her tenure, the center launched the Two-Way Immersion Network for Catholic Schools (TWIN-CS), a national initiative that supports the implementation and assessment of dual-language immersion models transforming Catholic school classrooms from monolingual to fully bilingual. Concurrently, the Roche Center launched the Emmaus Series, a formative 20-month development program that strengthens the spiritual leadership and entrepreneurial skills of school leaders. Now in its fifth year, the program is recognized as a national model.

As the Superintendent for Catholic Schools in the Archdiocese of Washington, she contributed to the creation, adoption and implementation of the DC Opportunity Scholarship program, the first federally funded voucher program for non-public schools. Prior to serving as superintendent, Weitzel-O'Neill was Vice President of Academic Affairs, Dean of the College of Arts and Sciences, at Trinity Washington University.

Ernie Cooper

Tuesday, Concurrent Session VIII/IX-A Presentation

Ernie is a forensics services professional and experienced CPA. While working as an FBI Special Agent for over 20 years, Ernie’s FBI experiences involved the “mafia,” bank robbers, kidnappers, undercover operations and white collar criminals all over the country. Ernie was also an Executive Manager of the FBI and a member of the FBI’s Inspection Team.

Ernie’s extensive background and multiple credentials – CPA, CFE, CFF and Attorney – have contributed to his success in managing financial fraud investigations in the private sector. He has vast experience in conducting corporate internal financial investigations that involve allegations of fraud and encompass embezzlement, theft, bribery, conflicts of interest and other types of financial irregularities. Ernie is highly regarded for his work with all levels of law enforcement and has frequently testified in court as an expert in forensic accounting and fraud matters.

Ernie has extensive experience and training in working with government agencies and educational institutions, commercial businesses, special districts, NFP’s and other organizations. Because of his vast and unique experience and background, Ernie is frequently called upon to provide training and workshops in the area of fraud and ethics.

Ernie and his spouse, who is currently an FBI Special Agent, are the proud parents of four young adults, four young grandkids and are enjoying the “empty-nester” phase of life.

Dr. Diane Barr

Tuesday, Concurrent Session VIII/IX-B Presentation

Dr. Diane Barr is completing her ninth year as Chancellor of the Archdiocese of Baltimore where she oversees canonical and civil legal matters related to sexual misconduct of minors as well as the many administrative and ethical issues that relate to diocesan governance. She has been involved with canonical and civil cases of sexual misconduct since 1984 as a representative of the diocese, a diocesan investigator, an expert witness or as the canonical advocate for individuals who have been accused of misconduct.

Dr. Barr earned her Juris Doctorate Degree from the College of Law at the University of Idaho in Moscow before beginning her canonical studies at Saint Paul University in Ottawa where she was awarded a licentiate and later a doctorate in Roman Catholic Canon Law.

She is a member of the Idaho Bar Association. She served the Diocese of Boise in Idaho for twenty years in a number of positions including that of Director of the Office of Canonical Affairs. She also served for three years as a judge and the Moderator for the Tribunal of First Instance for the Archdiocese of Atlanta prior to beginning her work in Baltimore.

Dr. Barr has been a lecturer at Saint Paul University with a special emphasis on civil law issues for canon lawyers. She has served on the Board of Governors for the Canon Law Society of America and many of the organization 's various committees. She is also the author of many other articles on a variety of canonical subjects.

Dr. Barr has given presentations to various national and regional groups on issues such as the canonical rights of clergy and laity, due process, canonical financial processes, advocacy and sexual misconduct issues, as well matters of concern to pastoral ministers at the diocesan and parish levels. She continues to maintain a canonical private practice in tribunal and advocacy issues.

Dr. William Wagner

Tuesday, Concurrent Session VIII/IX-C Presentation

Dr. Wagner has been a professor of Information Systems at Villanova University since 1991. He received his Ph.D. in MIS from the University of Kentucky in 1992. While at Villanova he has developed over 30 new IS courses, including “IT for Church Management.” He has co-authored three books and over 35 journal articles in IT-related fields. In 2004 he was identified as an “industry thought leader” by SAP. Recently (2015), he was the recipient of the Meyer award for Innovation, Creativity, and Entrepreneurship and was a co-winner of the 2011 Global Consortium of Entrepreneurship Centers’ award for Excellence.

John Geissinger

Wednesday, Concurrent Session X/XI-A Presentation

Mr. Geissinger is responsible for the development and implementation of CBIS’ overall investment philosophy and direction. He is a member of CBIS management team and is responsible for developing investment programs that achieve the investment objectives of the individual strategies CBIS manages. Mr. Geissinger leads the manager selection, oversight, allocation and risk management across the firm’s multi-manager investment strategies. Additional responsibilities include providing the investment thought leadership for the organization and supporting the new business, consultant relations, and client service efforts across the firms’ relationships.

Mr. Geissinger joined CBIS as Chief Investment Officer in April 2014. He brings 30 years of portfolio and risk management experience in prominent financial services firms. He was a partner with Hewitt EnnisKnupp, a provider of investment consulting to corporate and public pension plans, endowments, foundations and defined contribution plans. His prior experience includes chief investment officer roles with North Dakota Retirement and Investment Office, Natsource, LLC and Bear Stearns Asset Management, as well as research and portfolio management experience with Chancellor/LGT Asset Management, Putnam Investments and Aetna Life and Casualty. Mr. Geissinger holds a bachelor’s degree from Wake Forest University, MBA from New York University and is a CFA® charterholde.

Tracey Rembert

Wednesday, Concurrent Session X/XI-A Presentation

Ms. Rembert is responsible for working with the Director of Catholic Responsible Investing℠ (CRI) to plan and implement CBIS’ CRI program with a focus on active ownership - engaging with boards and corporate management to encourage the implementation of robust environmental, human rights, and corporate governance policies and practices.

Ms. Rembert joined CBIS in 2016. She has 17 years of experience in the industry, with a successful track record of both U.S. and international corporate engagement on a range of sustainability issues, including climate change, responsible lending, governance, and worker rights. Most recently, Tracey worked for six years as director of Investor Programs at Ceres, mobilizing investors and companies to accelerate their adoption of sustainable business practices. She also headed Ceres’ Investor Initiative for Sustainable Exchanges, a coalition of investors focused on engagement with stock exchanges globally to improve sustainability reporting standards. Tracey previously worked at The Forum for Sustainable and Responsible Investment (U.S. SIF) as head of its Shareholder Action Network, and at the Service Employees International Union’s Master Trust Fund and at Pax World Funds, where she was the governance and engagement officer at both organizations.

Ms. Rembert has authored several guides on shareholder advocacy, including co-publishing with BlackRock in 2015 a national guide for large institutional investors entitled 21st Century Engagement: Investor Strategies for Incorporating ESG Considerations into Corporate Interactions. Tracey holds a B.A. and M.A. in English from Humboldt State University, with an environmental writing concentration.

Robert Stelben

Wednesday, Concurrent Session X/XI-A Presentation

Mr. Stelben leads the firm’s business development and consultant relations activities. Mr. Stelben is responsible for promoting the firm’s Catholic Responsible investment strategies to Catholic organizations and institutional consultants.

Mr. Stelben joined CBIS in October 2001 as Director of Marketing & Communications with responsibility for directing the firm's marketing efforts. In 2006 he assumed the responsibility for developing and managing CBIS' relationships with institutional investment consultants and was promoted to his current position in 2012. Previously, Mr. Stelben worked for META Group and held several marketing, product management, and business development roles. Prior to META Group, he worked with Greenwich Associates. Mr. Stelben holds a B.S. in Economics from Siena College and holds a Series 7 FINRA license.

Robert Seelig

Wednesday, Concurrent Session X/XI-B - Presentation

Robert Seelig leads Catholic Management Services (CMS) as CEO and Founder. CMS, a nonprofit ministry of the Catholic Church, provides strategic planning and professional services that address the funeral, cemetery and administrative needs of today’s Catholic Church. He created the vision for CMS as “Church helping Church” and as such, he continues to look for ways to leverage its investment in resources by providing services to numerous organizations, rather than each organization building them on their own.

Robert served as Vice President of Smith Industrial Supply Company from 1989-1997 and then purchased the third-generation, family-owned wholesale distribution business. The business grew with offices across the West Coast and they acquired a manufacturing business to complement their strategy. Five years later US Filter, a publicly owned company, purchased the two businesses. Robert stayed with the company for five years, as a Vice President in charge of the Western United States.

In searching for more meaning to his work, he left US Filter in 2002 to work for the Diocese of Oakland as Director of Cemeteries. Catholic Cemeteries of the Diocese of Oakland was at a cross roads, requiring new leadership and strategic planning. After renovating this cemetery system, he saw the synergies developing in the industry and both developed and acquired funeral homes to provide the community with a complete set of services.

Upon completion of this strategic initiative in Oakland, there was a call for providing other dioceses with consulting and management services, which led to the launch of Catholic Management Services.

Robert graduated from Loyola Marymount University in 1987 with a Bachelor of Arts in Political Science. He has been a frequent speaker at cemetery industry events and has become a sought-after collaborator on how the Church can create efficiencies, even as it delivers more effectively on this ministry.

Stephen Schott

Wednesday, Concurrent Session X/XI-C - Presentation

Stephen H. Schott is the Managing Principal of CAPTRUST Advisors. He has over thirty years of experience in investment consulting advising to Catholic Institutions Endowments, Foundations, Pension plans, Taft Hartley plans, Public Pension plans as well as Captive insurance plans. Stephen consults on investment policies, asset allocation, asset/liability analysis, as well as manager recommendations.

Mr. Schott brings extensive experience in developing and overseeing investment programs. He has been a guest on CNBC and quoted in a variety of national publications such as USA Today, BusinessWeek and Forbes Magazine. He has also been interviewed as a guest on CNN Headline News' Newsmakers Segment.

Outside the office, Mr. Schott serves on a number of Boards and investment Committees. Most notably as it relates to Catholic organizations, Steve has served as the chairman of the Board of the Schott Memorial Foundation and as a trustee of the Pope John Paul II Cultural Center. Steve is a member of the Investment Committee of the Catholic Relief Services and Sacred Heart Major Seminary Foundation, as well as the St. Thomas University and Law School and the National Catholic Partnership on Disability.

In recognition of Stephen’s commitment to professional excellence and contributions to the community, He was chosen as one of Cincinnati's outstanding Forty under 40 by the Cincinnati Business Courier in 1996 and most recently named 2015 FBI Miami Agents Association Man of the Year.

Matthew Byrne

Wednesday, Concurrent Session X/XI-C

Matthew Byrne is the CFO & Chief Investment Officer at the Archdiocese of Hartford. He is responsible for and direct all of the financial, investments and risk management matters of the archdiocese as well as serve on various diocesan related boards. He advises the bishops on any and all financial matters overseeing 225 plus related entities of the archdiocese. He also develops business strategies for archdiocesan-wide implementation and helps execute such strategies.

As Chief Investment Officer, Matthew directs all investment activities, chairs the Investment Committee and acts as trustee of the pension and endowed funds. He works with the investment adviser on the strategic and tactical asset allocations, monitors investment managers and reviews quarterly performance measurements.

Michele Manry

Wednesday, Concurrent Session X/XI-C

In 1985 Ms. Michele Manry received her bachelor’s degree in Finance from the University of South Alabama. Additionally, she is a graduate of the Alabama Banking School. The first 28 years of her professional career began at Regions Bank where she worked as a teller while in college. From there she spent 13 years in the Credit Department, where she served as the Credit Administration Manager. She continued to become the first female Commercial Banking Relationship Manager for the Mobile operation. After speaking with the Mobile Bank President, she was provided the opportunity to become the Group Accounting Manager for the Southern Region, which included the lower half of the state of Alabama and the Florida Panhandle. In this role, Ms. Manry was responsible for the financial well- being for the Southern Region Bank operations. Not a small job, this required her to set deposit rates, monitor the deposit portfolio for profitability, monitor the commercial loan portfolio for profitability, monitor loan incentive programs and maintain all financial reports for the President of the Southern Region. With a proven track record Ms. Manry ultimately achieved the title of Senior Vice President while serving as Group Accounting Manager. A bank merger required her to move back to the Credit department as a Commercial Real Estate Area Credit Officer. In 2009, after the elimination of the Credit Department position, Ms. Manry became the Firm Administrator at Armbrecht Jackson LLP, a local law firm. While at Armbrecht Jackson Ms. Manry was responsible for accounting, HR & benefits, IT, insurance, hosting receptions, handling lawyer’s needs and facility management. Ms. Manry currently serves as the Executive Director of Financial Services for the Archdiocese of Mobile, a position she accepted in 2012. The Archdiocese of Mobile encompasses 22,969 square miles and comprises the lower 28 counties of the State of Alabama, 75 parishes and 11 mission churches with a total Catholic population of 77,000 registered Catholics. Ms. Manry is responsible for accounting, HR & benefits, property & liability insurance, risk management, facilities management, IT, Catholic cemeteries and the investment and management of all Catholic Foundation Funds.

John Barker

Wednesday, Concurrent Session X/XI-C

Mr. Barker received his Bachelor of Science degree in Accounting from Wake Forest University. After beginning his career with Deloitte, Haskins & Sells, Mr. Barker worked with multi-location organizations in the retail, restaurant and hospitality industries with regional, national and international operations, serving as Chief Financial Officer since 1993.

Mr. Barker began with the Diocese of Charleston in 2006 as Chief Financial Officer, a position he continues to hold in addition to serving as Secretary for Administration. He currently serves on the Accounting Practices Committee of the U.S. Conference of Catholic Bishops as well as the Board of Trustees of the Christian Brothers Employee Benefit Trust. Mr. Barker also served six years on the Board of Directors of the Catholic Umbrella Pool, an excess liability pool of 33 Catholic Mutual Group member dioceses, where he held various offices.

The Diocese of Charleston encompasses 32,020 square miles and comprises the entire State of South Carolina, 96 parishes, 20 mission churches and 34 schools with a total Catholic population of 202,000 registered Catholics. Mr. Barker is directly responsible for accounting, property and liability insurance, risk management, IT, stewardship and development and the investment and management of funds of the Diocesan pension plan and the Catholic Community Foundation of South Carolina.

Michael Schierl

Wednesday, Concurrent Session X/XI-D -
Case Study : New School Construction Project
Overview of X/A‐B Bond Facility Structure

Michael is Senior Partner of Julius Capital Partners and Immaculata Law Firm. A graduate of Harvard Law School and the University of Notre Dame, Mr. Schierl has over two decades of experience designing and helping his nonprofit clients implement funding solutions which integrate finance and philanthropy. Michael is a recognized leader in the nonprofit financial community for his work developing philanthropy-friendly credit facilities for nonprofit borrowers, ranging from simple lending agreements to more sophisticated conduit bond financing structures with public bond “shelf offering” capabilities. Immaculata Law Firm has partnered with Coughlin and Company, the largest underwriter of Catholic bonds in the U.S., to structure and arrange numerous financings for Dioceses and Religious Orders around the country.

Kevin Kacvinsky

Wednesday, Concurrent Session X/XI-D -
Case Study: New School Construction Project
Overview of X/A‐B Bond Facility Structure

Kevin is a philanthropy consultant at Julius Capital Partners. A graduate of Villanova University (MS: Church Management) and Franciscan University of Steubenville (BA: Theology/Psychology), Mr. Kacvinsky has more than a decade of fundraising experience in the Catholic space. With a focus on bringing nonprofits up-to-date by utilizing technology and the best practices of successful for-profit companies, Kevin has created powerful fundraising and donor management methodologies that improve fundraising efforts of Catholic organizations. Kevin also holds his Series 66 license and both the Accredited Asset Management and Chartered Retirement Plans Specialist designations from the College for Financial Planning.

Fr. Michael White and Tom Corcoran

Wednesday Membership Business Lunch with Special Guest Speakers, Session XII

Fr. Michael White is Pastor and Tom Corcoran is Associate to the Pastor of the Church of the Nativity in Timonium Maryland, one of the largest and fasting growing congregations in Maryland.

During Fr. White’s tenure, the church has almost tripled in weekend attendance from 1,400 to more than 4,000. Nativity is a Catholic parish focused on awakening the faithful, reaching the lost and making church matter. A lay Catholic man, Tom is responsible for weekend message development, strategic planning, fundraising and staff development.

Together Fr. White and Tom are award winning and best-selling authors. They have co-authored the books Rebuilt, Tools for Rebuilding, and Rebuilding Your Message. These books have combined sales of more than 100,000 copies. Many say Rebuilt has changed the conversation about parish mission and culture in the American Catholic Church. Renowned speakers, their engagements include diocesan gatherings and conferences nationally and internationally sharing their unique insights about renewing and rebuilding parishes.

Matthew Giuliano

Wednesday, General Session XIII Presentation

Matthew Giuliano, Esq. is Assistant General Counsel for the United States Conference of Catholic Bishops in Washington, D.C., where he provides legal advice to the Conference and to the staff of and attorneys representing thousands of 501(c)(3) and (c)(4) Catholic organizations nationwide on matters such as federal tax exemption; annual reporting requirements; political activity and lobbying; substantiation, disclosure, and reporting of charitable contributions; unrelated business income tax; entity choice, formation, and governance; grantmaking; income tax withholding, FICA, and SECA for U.S. citizen/resident alien and nonresident alien workers; Affordable Care Act compliance and reporting; retirement and welfare (including fringe) benefit plans; and other tax matters. Mr. Giuliano is also responsible for maintaining the Conference’s group exemption letter covering approximately 50,000 charitable organizations. Prior to joining the Conference, Mr. Giuliano was a manager in the Exempt Organizations division of the Internal Revenue Service, and before that he was in private practice, focusing primarily on tax and estate planning and administration. He frequently speaks and writes on tax and other matters affecting exempt organizations. He received his law degree, with honors, from the University of Texas School of Law, and is a member of the bars of the District of Columbia, Pennsylvania, and Texas.

Scott Hoselton

Wednesday, General Session XIV - Presentation

Scott A. Hoselton is the Chief Financial Officer of the Diocese of Fargo, where he oversees the finances of all diocesan entities. He has oversight for accounting/finance, properties and insurance, information technology, human resources, and stewardship and development. His national exposure includes authoring and publishing the Income Taxes for Priests Only, Tax Manual For Deacons, articles in The Priest and Deacon Digest magazines, and presenting arch/diocesean tax and retirement workshops for priests, under the name Shepherds Advisor. He is a past DFMC board member, and past board member and president of Catholic Umbrella Pool II.

Prior to joining the Diocese of Fargo in 1988, Mr. Hoselton worked in operations for two banks, and in public accounting. He is a Certified Public Accountant licensed in North Dakota, a Certified Diocesan Fiscal Manager, and a Chartered Global Management Accountant. He is a member of the American Institute of Certified Public Accountants, the North Dakota Society of CPA’s, and the Diocesan Fiscal Management Conference - attending for his 30th time in 2017. In 2001 he received the Pro Ecclesia et Pontifice (Latin: For Church and Pope) award from Pope John Paul II.

Mary Santi

Wednesday, General Session XIV - Presentation

Mary Santi is the Chancellor and Executive Director of Human Resources for the Archdiocese of Seattle and has been working at the Chancery for more than 20 years. She has been a member of the National Association of Church Personnel Administrators (NACPA) since 1999 and has used the various lay and priest compensation and benefit surveys that have been published in the past. She is a member of NACPA's board of directors. Mary oversees all areas of Human Resources for the Archdiocese, including payroll and benefits. She has expertise in applying canon law to employment related issues in the Church. Mary has presented at national conferences for NACPA, the Canon Law Society of America, and the National Catholic Education Associations Institute for Catholic School Leaders. She earned her JCL from Catholic University of America. Mary and her husband enjoy living on their boat the Hail Mary and catching Dungeness crab from their other boat, the Crabby Mary.

Diocesan Fiscal Management Conference

DFMC National Office 4727 E. Bell Road, Ste. 45-358 Phoenix, AZ 85032 | (602) 992-2900 | dfmc@dfmconf.orgPrivacy Policy

Site by Solutio