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
    • Most Rev. Thomas Musua, Archbishop of Blantyre and President of the Malawi Bishops' Conference
    • 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 Joel Palmer, Preparedness and Analysis Branch Chief 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!

Diocesan Fiscal Management Conference

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