At the Outcomes Conference 2017, CLA and Christian Investment Forum will partner to present a NEW Chief Financial Officer Summit.
This special summit led and developed by Christian Investment Forum, The CFO as Missional Strategist, will be held on Tuesday, April 4, 2017.
The role of Chief Financial Officer or business manager of nonprofit organizations is often separated from the missional work of the organization. But, does it have to be compartmentalized? We will explore the value of missional alignment, and how to align the 4 roles of a CFO with the organization’s mission to create greater value for the organization’s employees, donors and constituents
Register early to be a part of this unique experience for Chief Financial Officers that serve in kingdom advancing non-profits and organizations.
Jody Billiard currently serves as Vice President, Chief Accounting Officer (CAO) of Coca-Cola Bottling Co. Consolidated (“Coke Consolidated”), a position to which he was appointed on February 20, 2006. Before joining the Company, he was Senior Vice President, Interim Chief Financial Officer and Corporate Controller of Matthews, NC based Portrait Corporation of America, Inc., a portrait photography studio company, from September 2005 to January 2006 and Senior Vice President, Corporate Controller from August 2001 to September 2005. Prior to that, he served as Vice President, Chief Financial Officer of Tailored Management, a long-term staffing company headquartered in Huntersville, NC, from August 2000 to August 2001. From September 1995 to August 2000, he served in a number of senior financial positions with WorldTravel BTI (now BCD Travel) companies in Atlanta, GA, including Senior Vice President of Finance and Treasurer of TRX, Inc. and Controller of the 1996 Olympic Games Travel Network. Prior to joining WorldTravel, Billiard was Controller of Rapha, a nationwide Christian-based mental health care provider. He also was an accountant with Deloitte, serving most recently as a Senior Auditor. Billiard received an Accounting degree from Pittsburg State University (Pittsburg, Kansas), graduating Summa Cum Laude, completed a Rotary Graduate Fellowship at the University of Tasmania (Australia), and has been a Certified Public Accountant since 1988.
Billiard has begun his sixth year serving as Chairman of the Board of Trustees of Covenant Day School in Matthews, NC, a private Christian school with an enrollment of approximately 860 students in grades transitional kindergarten through 12th. His children attend Covenant Day in Middle and High School. He also serves as Treasurer on the Board of Trustees of the Charlotte Merchants Foundation, a philanthropic organization committed to making an ongoing, significant contribution to the development and education of children in the Charlotte-Mecklenburg area. He is a member of the Investments Committee and Contributions Committee for the Foundation. Billiard served on the Board of Directors of the Pittsburg State University National Alumni Association for 8 years, serving as President of the Board during the 2006-2007 academic year and as a member of several Board committees throughout his Board tenure. He periodically serves as a Guest Lecturer in the University’s Kelce College of Business and Economics and was honored as a University Outstanding Alumnus in 2001 and a Meritorious Achievement Award winner in 2014.
Billiard is a member of numerous professional and civic organizations including the American Institute of Certified Public Accountants, the North Carolina Association of Certified Public Accountants, and the Good Fellows Club (a philanthropic organization). In addition, he periodically speaks, moderates and/or serves as chair at various continuing education conferences and events nationally and internationally.
His wife, Jennifer, and he have been married for 22 years and have four children, Hannah (19), Sarah (17), David (14) and Benjamin (11)
Chris Glynn leads the World Vision teams responsible for acquiring and distributing resources from corporations — including cash funds, product donations, and service-in-kind donations — as well as the major-donor fundraising team and World Vision’s U.S. programs, which are working to tackle the causes of poverty and injustice in the United States. With more than 23 years of executive leadership experience, Chris has helped transform organizations, making them more efficient and effective in the work that they do. He joined World Vision in 2010 when he began to feel that God was calling him to use his gifts for a greater purpose.
Chris holds an MBA with a focus on strategic quality management from Eastern Michigan University and a BBA in management from the University of Massachusetts Amherst.
Born and raised in Cleveland, OH, Gregg spent 22 years in the business world and had multiple positions, closing out his secular career with The Sherwin-Williams Company where he was Vice President of Marketing. Resigning in 1999, Gregg was invited to join the Cuyahoga Valley Church team in order to more directly invest his giftings for the Kingdom of God. CVC originated in 1987 as a small Greater Cleveland church plant. Subsequent growth now has this vibrant ministry experiencing an average Sunday attendance of 2000+.
Gregg is currently responsible for the overall administration, finances and operations of the church. He makes it a practice to network with other Executive Pastors to share insights and best practices. Gregg holds educational degrees from Parks College of Aeronautics of St. Louis University, B.S. Aeronautical Administration (1975), and Case Western Reserve University, Master of Science in Management (1976).
He and his wife Michele Wagner Jacobsen were married in 1991, and have one son, Christopher (1995). They reside in Broadview Heights, Ohio. Gregg loves to enjoy God’s creation by sailing with family and friends.
Brett McDonough is a career investor and business builder with experience in financial services, real estate and operations. His responsibilities at Movement include the financial oversight and strategic management of core and affiliated investments. He also oversees all Movement Foundation initiatives.
Prior to joining Movement, Brett spent seven years as vice-president of acquisitions for Hayden Harper Energy KA, LLC, a private equity portfolio company focused on the aggregation of natural gas assets throughout the Appalachian Basin.
His background also includes a six-year tenure as director of acquisitions at Allegiance Realty Corp., a private equity commercial real estate company focused on acquiring value-add office and hotel properties around the country.
Brett has a degree in finance from Rutgers College and holds the Chartered Financial Analyst designation.
Brett is passionate about glorifying God in the marketplace and breaking down the barriers between the secular and divine in business. He enjoys investing his time and resources inside and outside of Movement in local and international Christian outreach and is an outdoor enthusiast. He lives with his wife, two daughters and a son in Charlotte, N.C.
Timothy is a principal with CliftonLarsonAllen, and manages the day to day finances of churches, ministries, and nonprofits around the country. Tim’s team provides outsourcing and consulting services to over 75 organizations. Tim has facilitated sessions at the CLA conference 5 of the last 6 years, focusing on the practical aspects of running an accounting team.
Dwight completed more than 34 years as a financial advisor at Merrill Lynch, taking full retirement on August 3, 2005, having achieved the title of First Vice President, Investments and the Certified Investment Management Analyst (CIMA) designation. In all of his years there, he achieved at high levels being honored as a member of the company’s recognition clubs in 32 consecutive years and one of the first advisors to form a team to help meet client needs. He also managed a branch office for five years, while continuing to help clients to grow their assets and meet their advisory needs. At the time of his retirement, the Short Melter Cox team had over $600 million in client assets that had been entrusted to them.
Dwight attended Bowling Green State University (Ohio) as a math major in education; he then graduated from the Weatherhead School of Case Western Reserve University with an MBA in 1970, emphasizing Banking and Finance. After teaching and coaching for four years in the Berea City Schools, he joined Merrill Lynch in 1971. He worked as a Financial Advisor from 1971 to 2005, and from 1980, to 1985, served as an office manager for the west side office of Merrill Lynch.
John has developed his financial, operational and management business skills from a varied history of professional experiences. Following his lead role in the formation and launch of the Christian Investment Forum, John became the first Executive Director in order to continue the growth strategy of the non-profit trade association. The goal of CIF is to build awareness and credibility for faith based investing within the broader financial investment industry. In addition to his work at the Christian Investment Forum, Mr. Siverling is also a co-founder and President of Sentiens, LLC, an early stage healthcare technology company. He is also Managing Partner in JAS Ventures, LLC, a consulting firm focused on helping companies develop and execute faith integrated business practices.
John has been a frequent speaker and panelist, including at the University of Michigan Business School, MIT Forum, UNCC Five Ventures Business Plan Competition, and Kingdom Advisors among others. John holds a Bachelor of Business Administration degree from the University of Wisconsin and an MBA with Distinction from the University of Michigan Ross School of Business.
Tim Weinhold serves as Director of Eventide’s Faith & Business Initiative, and has served in a faith and business/investing thought leadership capacity with Eventide since its founding.
Tim is also an adjunct faculty member of the School of Business, Government, and Economics at Seattle Pacific University. In addition, he serves on the school’s Executive Advisory Board and, until recently, also served on the Executive Committee of the school’s Center for Integrity in Business. Tim has had an extensive and varied career in business. He co-founded four entrepreneurial ventures, including a VC-funded computer graphics company for which he developed the original product idea. For several years he provided real estate consulting to major corporations, including John Hancock, General Electric, Gillette, and Reebok. Tim is passionate about, and a long-time student of, ‘business for blessing,’ i.e., a deeply biblical understanding of God’s intent for the purpose and practice of business.
He holds a bachelor’s degree in Government from Harvard University.