Hosted by CLA Advisory Council member Christine Talbot, Senior Vice President, Human Resources, World Vision,this breakout is designed for financial, human resource, and legal professionals.
In this Stewardship Roundtable Breakout you’ll examine together how to best steward the financial and human resources of Christian nonprofit organizations. And you’ll consider key legal issues facing Christian nonprofits today. You’ll hear from thought leaders who through their work with Christian nonprofits nationwide know what it takes to excel in Christian nonprofit financial management, to build high-performing staff teams and to protect your organization. You will also engage with presenters from the morning session and be able to process with and gain insight from your peers.
Field of Study: Finance and Personnel/Human Resources, Business Law, Taxes, Overview, Group Live. Session is worth 6 credits
Featured Thought Leaders:
Dan Busby is President of ECFA, an organization that accredits Christ-centered ministries in governance, financial management and stewardship/fundraising. ECFA’s seal enhances trust of givers, which increases generosity, providing greater resources to help fulfill the Great Commission. ECFA accredits over 2,200 churches and nonprofits. These organizations have annual revenue in excess of $26 billion. Dan has over 40 years of experience serving the Christ-centered church and nonprofit community and frequently speaks nationally on related issues. He is a prolific writer with 56 volumes of five book titles published, including a 2015 release, TRUST: The Firm Foundation of Kingdom Fruitfulness, and a 2017 release, Lessons From the Boardroom, co-authored by John Pearson. Dan received a MBA from Emporia State University, Emporia Kansas. The university also named him as a distinguished alumnus in 2014. Dan served as a member of the Commission on Accountability and Policy for Religious Organizations, a national legislative advisory commission convened to address legislative proposals for the nonprofit sector. From 2010-2015, Nonprofit Times named him as one of the 50 Most Powerful Nonprofit Leaders.
George Cook is an Institutional Consultant and Director with Graystone Consulting, where he is responsible for setting strategic policy and determining the team’s big picture economic and investment view. He also handles portfolio optimization and investment manager selection, and provides a quarterly capital markets conference call for clients and industry insiders.
George has worked in the financial industry for 36 years. In 1997, George earned his Certified Investment Management Analyst designation at the Wharton School of the University of Pennsylvania. He attained the Alternative Investments Director designation in 2014. He is a member of the Investment Management Consultants Association and has served on the board and on the Best Practices committee of the Association of Professional Investment Consultants.
In 2011, Registered Rep magazine awarded George the “Altruism Award: Advisors with Heart,” honoring advisors who exemplify the highest standards of professionalism and are active in charitable giving and mentoring. In 2016 and 2017, George was recognized as one of Barron’s Top 30 Institutional Consultants nationwide.*
He speaks frequently at conferences for various associations, including Healthcare Financial Management Association, Association of Professional Investment Consultants, and Property Casualty Insurers Association of America, to name a few.
George is passionate about community service, particularly issues of justice and poverty, and has made regular humanitarian trips to Cuba. He volunteers for a number of nonprofit agencies, including Bright Hope International, International Justice Mission and Willow Creek Community Church.
* Barron’s “Ranking the Institutional Consultants,” April 17, 2017. The teams in the ranking were evaluated on a range of criteria, including institutional investment assets overseen by the team, the revenue generated by those assets, the number of clients served by the team, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Institutional Consulting Director’s past or future performance. Neither Morgan Stanley Smith Barney LLC nor its Institutional Consulting Directors pay a fee to Barron’s in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
For more than 15 years, Stuart Lark has helped nonprofit clients navigate complex matters related to their distinct operational and legal challenges. Mr. Lark advises clients on legal structure, governance and personnel policies, joint ventures and affiliations, commercial activities, unrelated trade or business income tax, intellectual property, international structure, tax-exempt financing, private foundation rules, planned giving, and mergers and acquisitions. He has obtained many favorable IRS rulings and property and sales tax exemption determinations.
In addition, Mr. Lark counsels many clients with respect to religious accommodations in the law. He has helped clients secure religious tax exemptions, faith-based employment rights, government benefits, and religious worker visas. He also regularly advises on church property disputes and other religious liberty matters. Mr. Lark previously served as legal counsel for the Christian Legal Society’s Center for Law and Religious Freedom in Washington, D.C. He has written many papers and amicus briefs on critical religious liberty issues, including two briefs recently filed on behalf of more than 30 national religious organizations in U.S. Supreme Court cases impacting religious hiring rights.
Mr. Lark co-leads the firm’s nonprofits team, religious organizations team, and religious liberty team. He is listed in Best Lawyers in America (2013, 2014).
Vonna Laue is a senior execuitve vice president for the Evangelical Council for Accountability (ECFA).
Prior to this assignement, Vonna served as a managing partner for Capin Crouse, a CPA firm serving not-for-profit entities through audit, review, tax, and advisory services.
Vonna earned her B.S. degree from Black Hills State University and her MBA degree in leadership and human resource management from the University of Colorado. She has served local organizations in a variety of positions and has published articles in national church business administration publications as well as co-authored the book, Essential Guide to Church Finance. In 2010, Vonna was inducted into the Church Management Hall of Fame. Her speaking experience includes a variety of regional and national conferences.
Al Lopus is president of the Best Christian Workplaces Institute, founded in 2002. The Institute provides research-based measurement tools and culture change advisory services with a single vision: to help Christian organizations set the standard as the best, most effective workplaces in the world. Lopus has conducted employee engagement surveys of Christian workers in more than 500 Christian organizations, representing more than 120,000 full time employees in the United States, Canada, and Australia.
Christine Talbot serves as the head of human resources for World Vision U.S., overseeing more than 1,100 employees across the country. She joined World Vision in 2015 and leads the organization’s human capital strategies and programs to facilitate a culture of individual and team performance, while also partnering on key transformation initiatives resulting from changing business needs. Talbot has more than 25 years’ broad experience in human resources leadership, with a focus on building staff capability and navigating change. Most recently, Talbot provided operations leadership for Kaiser Permanente’s National Diversity and Inclusion department and for related initiatives that promoted care and health for diverse communities. Prior to Kaiser Permanente, Talbot worked at both Qwest and AT&T, with a focus on providing HR support to technology teams.. While at Kaiser Permanente, she participated in an executive education program at Harvard University. She has long been active in supporting the career development of women, and she volunteers with college students to help them discover how faith informs their vocation and work.
Dee Ann Turner is Vice President, Enterprise Social Responsibility for Chick-fil-A, where she began her career more than 30 years ago. She previously served as the Vice President, Corporate Talent for 16 years. Over the years, she has played an intricate role in growing Chick-fil-A’s unique and highly regarded culture while overseeing recruitment, selection, and retention of corporate staff and the recruitment and selection of Chick-fil-A Franchisees. Dee Ann’s insightful knowledge and applicable tools to building an incredible and influential company culture are revealed in her book, It’s My Pleasure: The Impact of Extraordinary Talent and A Compelling Culture. Dee Ann serves as a Board member for the Kenya Project, an organization that provides education, homes, food and spiritual growth for children in Kenya. Additionally, she serves as a Board member of Proverbs 31 ministry in Charlotte, NC. She has a passion for missions that support women and children and strengthen families. Dee Ann and her husband, Ashley, have been married for over 30 years and they have three sons, Trenton, Trevor and Trey
Tara VanderSande is the Staff Development Director for Willow Creek Community Church. She has 15 years of talent management experience. At Willow Creek, she coaches leaders on how to select, develop and deploy their people.
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