CLA presents the first ever Collaborative Intensive day. Designed to be a dynamic and highly interactive experience, you’ll discover the pressing trends, creative challenges and unique opportunities of our time.
The key outcomes of this full-day experience:
- You will gain a macro understanding the key trends and innovations that will shape the future of nonprofit ministry.
- You will discover how to process and apply new thinking and best practices.
- You will engage deeply with other ministry professionals on the key issues that matter most to your ministry.
SESSION 1 | The Collaborative Intensive General Session
Tuesday, April 17: 9:00 a.m. - 12:30 p.m.
The morning session will feature 15-minute, main stage presentations by nine frontline Christian leaders that could change the way you think about your leadership and your organization today.
Field of Study: Specialized Knowledge, Overview, Group Live. Session is worth 3 credits
Collaborative Intensive General Session Presenters:
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.
Tim Kachuriak is the founder and Chief Innovation and Optimization Officer for Next After, a research and consulting firm that works with businesses, nonprofits and NGOs to help them grow their resource capacity.
A nonprofit thought leader, Kachuriak is the lead researcher and co-author of the Online Fundraising Scorecard, and a contributing writer for Fundraising Success, CO+OP, and Outcomes magazines. Kachuriak has trained organizations around the world as far away as Bangalore, India and Oslo, Norway and is a frequent speaker at national nonprofit conferences including Social Media for Nonprofits, Association of Fundraising Professionals, the Direct Marketing Association Non Profit Federation, and others.
Kachuriak is also the co-founder and Vice Chairman of the Human Coalition, co-founder and managing partner of Flux Analytics and Donor ID, a member of the board of directors for Open Doors USA and the Halcyon Movement, and is on the MECLABS Advisory Board for Optimization.
Steve Kaloper is a consultant to non-profit Christian organizations both domestically and internationally. And serves high capacity families with an investment banking model to philanthropy. Steve has over 20-years experience in marketing, developing strategic relationships, and consulting in the private, public and non-profit sectors.
• Passionate. Leader. Strong Verbal Communication. Driver. Strategist.
As Founder and CEO of Development Services Group, Steve offers fundraising strategies for non-profits integrating various aspects of the donor-cultivation process The Art of a Relationships Campaigns for the purpose of advancing the organizations mission and raising the needed funds is his specialty. As co-Founder and CEO of the Kingdom Capital Group, Steve developed the concept of Impact Philanthropy, a results- oriented approach to giving—and a key aspect of the New Wave of Philanthropy.
Steve grew up and began his career in Southern California serving on staff of a mega-church in Newport Beach. His career continued as a full-service registered financial advisor with Smith Barney and Merrill Lynch. Then as Director of Development for the Family Research Council based in Washington, D.C. Steve later joined the private sector as Director of Marketing for a direct mail marketing agency serving organizations such as The Salvation Army was sold on Wall Street. Steve engaged his true passion serving non-profits as a consultant to numerous non-profits and V.P. of Marketing and Development for Ravi Zacharias International Ministries.
Born and raised in Southern California, he and his wife Shannon of 28-years along with their four incredible kids residing in Atlanta, Georgia. Desiring is to live a life of transparency, integrity, and to equip and empower their kids to do-good. He earned his Bachelor of Arts degree from the school of Social Ecology from the University of California Irvine.
Currently serving on several non-profit and profit boards as well authored his first book in 2015; “The Journey Into DoingGoodBetter!”
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).
Tom Lin is president of InterVarsity Christian Fellowship, USA. Commissioned in 2016, he is the first full president to be chosen from InterVarsity staff. Tom served with InterVarsity/USA from 1994 to 2001, planting new student chapters at Harvard University and Boston University, developing new national fundraising strategies, and designing national training for InterVarsity staff. From 2002 to 2006, Tom helped establish an evangelical student movement in Mongolia, serving as country director for the International Fellowship of Evangelical Students. In 2006 he returned to the U.S. to oversee InterVarsity’s undergraduate campus ministry in Iowa, Missouri, Kansas and Nebraska. Tom served as vice president of missions and director of the Urbana Student Missions Conference from 2011 to 2016. He currently serves on boards of Fuller Theological Seminary and the Crowell Trust, and as North American regional director for the Lausanne movement. Tom is author of Pursuing God’s Call, 2012, and Losing Face, Finding Grace, 1996, (InterVarsity Press.) He has a B.A. in Economics from Harvard University, and holds an M.A. in Global Leadership from Fuller Theological Seminary.
Shannon has worked with over 200 organizations on everything from rebranding to multilingual, multicultural marketing.
Bottom line, she’s an industry expert in developing strategies that propel change down the street or around the world…and she makes it fun.
Edgar Sandoval serves as the Chief Operating Officer for World Vision, U.S., a Christian humanitarian organization dedicated to working with children, families, and their communities worldwide to reach their full potential by tackling the causes of poverty and injustice. Sandoval is responsible for overseeing the implementation of World Vision’s U.S. operations and strategic plan. Sandoval joined World Vision in 2015, bringing with him a strong background in general management, strategy, operations, innovation and brand building. Before coming to World Vision, Sandoval was a Global Vice President at The Procter and Gamble Company (P&G), the world’s largest consumer packaged-goods company, where he was responsible for the Global Innovation and Marketing strategies and plans for the $4 billion Feminine Care business.
Throughout his career, he held steady to the belief that his biggest role was to build brands that advocate and empower women and girls to live life to their fullest potential. In 2015, Edgar had the privilege of leading the development and launch of one of the most successful branding campaigns in the history of P&G. The globally acclaimed award winning #LikeAGirl campaign highlighted the power of conscious and unconscious biases in creating positive change for girls. He’s been a driving force in advancing diversity and inclusion. Edgar has won numerous awards. Among them are the Goldstein Award, Procter & Gamble’s most respected Brand Building award for outstanding and sustained business results, the Hispanic TV Lifetime Achievement Award and the AdColor/Association of National Advertisers Diversity Change Agent Award. Edgar is a Christian leader whose life and faith journey reflect one of humility and courage. Born in southern California but raised in Guatemala and Venezuela, Edgar didn’t speak English when he returned to the U.S. at the age of 18 with $50 in his pocket. Through God’s faithfulness and hard work, he graduated from Rutgers University where he earned dual degrees with a Bachelor of Science in Industrial Engineering and a Bachelor of Arts in Sociology in 1989, and in 1994 earned his MBA from the University of Pennsylvania’s Wharton School of Business. He and his wife, Leiza, have four children and through their church and ministry involvement have played a special role as marriage coaches and small group leaders.
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
Sam Wolgemuth is Executive Director of Alpha USA and an operating partner of NewYork-based Morgan Joseph TriArtisan Partners, merchant bankers.
Sam is an experienced corporate leader who has spent most of his career in media businesses. He was President and CEO of Freedom Communications, at the time the privately owned Orange County-based publisher of the Orange County Register and 30 other daily newspapers as well as 8 television stations.
Sam was Group President at Simon & Schuster in New York City. He has held executive positions at News Corporation, Reed Elsevier, McGraw-Hill and Business Week.
He served as interim CEO of World Relief.
His board experience includes Youth For Christ Int’l, World Relief, Alpha USA, St. Margaret’s Episcopal School, Freedom Communications, the Annenberg School at USC and the Pacific Symphony. He chaired the boards of World Relief and YFCI.
Sam holds a BA in Philosophy from Taylor University with continuing studies at INSEAD in Fontainebleau, Stanford’s Graduate School of Business and Harvard Business School.
Married to Mary Gayle; they have four married adult children and ten grandchildren. Sam and Mary Gayle are active at Truro Anglican Church in Fairfax, VA.
SESSION II | Collaborative Intensive Roundtable Breakouts
During the afternoon, you’ll select one of the three different roundtable breakouts that most aligns with your areas of expertise.
Each roundtable breakout will be hosted by a member of CLA’s National Advisory Council, and include a panel discussion and two additional presentations and discussions on key topics facing Christian leaders.
Then you will go even deeper, engaging with other thought leaders on important trends and innovations for Christian nonprofit leaders today.
Field of Study: Specialized Knowledge, Overview, Group Live. Session is worth 3 credits