Transcend/21

Annual Conference

JULY 14-17th, 2021

Coming out of 2020, a year plagued by division, a pandemic and strife for so many, we are called as Christians to stand apart—to Transcend those things that divide, disrupt, and demoralize.

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COMPLETE YOUR CONFERENCE REGISTRATION BELOW FOR TRANSCEND 2021

Transcend 2021

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How will the conference help us transcend?

Transcend maintaining our practice—strive for growth that overwhelms and makes us rely on God.
Transcend sustaining a sense of normalcy —expand our knowledge and proficiencies to create an environment that empowers others to thrive in new ways.
Transcend retaining our relationships—commit the time needed to add depth and renewed purpose in the relationship with each individual we serve.
Transcend seeking new clients—become comfortable with discomfort as we seek to spread the message of Christ’s love by serving those whom we have never tried to reach.
Transcend our role as financial advisors—exhibit biblical wisdom applicable to all areas of life.

The Inn at Opryland

Designed to hit all the right notes.

The Inn at Opryland offers the NACFC modern amenities and an ideal setting in Nashville, TN.  Select room accommodations feature more space and separate living and sleeping areas.  The Convention Center conference area will allow ample space for our large group.   And the Inn’s location is within minutes of Nashville attractions, seasonal events, and entertainment.

The Inn at Opryland, A Gaylord Hotel
2401 Music Valley Dr,
Nashville, TN 37214

Book your hotel reservation today!

NACFC TRANSCEND 2021 AGENDA

(subject to change)

Wednesday: July 14, 2021

12:00pm:                Registration Open

2:00pm:                  Reception Room Opens

6:30 – 8:00pm:    Welcome / Introductions / Worship / Spotlight Speaker / Dinner

8:15  –  9:30pm:    Dessert & Coffee social

Matthew T. Young, CFP

Horizon Financial Solutions

Matt and his dad, John, work together at Horizon Financial Solutions, a financial planning practice in West Virginia.  Horizon Financial’s mission is to serve and be good stewards and they are committed to Biblically Responsible Investments and Financial Planning. 

Matt is a practicing CERTIFIED FINANCIAL PLANNER™ Professional and has worked at Horizon Financial since 2006. He’s responsible for individual and business client financial planning, investment operations and outreach. In addition the CFP® designation Matt holds his license in Life and Health, General Securities (Series 7), Series 66, Registered Principal (Series 24) and Investment Banking (Series 79). He is a graduate of Georgetown College with a BA in both History and Philosophy and holds a certificate in Financial Planning from Boston University’s Center for Professional Education. 

He has been married to Ann Marie for 24 years and they have a daughter Caroline who is now 13 and Charlie who is 9. Matt is also a running coach with Genesis Running with a mission of creating active and healthy lifestyles.  He’s raced on roads and trails from 5ks to 100 miles, a century bike ride and triathlons but he doesn’t win races.

THURSDAY: JULY 15, 2021

8:00 – 8:30am:       Optional Prayer & Coffee morning Meeting

8:30 – 10:00am:    Breakfast  Open

9:00 – 10:00am:    Worship / Devotion/ Elevator Presentations

10:00 – 11:00am:    CFD Speaker – Brent Owens, President, CFD

11:00 – 12:00pm:    Gold Sponsor Breakouts

  • Faithward Capital – Making a Difference with Client Portfolios
  • Tarkenton Financial (Fran Tarkenton – Virtual Presentation)

12:00 – 1:15pm:    Lunch Open

12:30 – 1:30pm:    Eventide Speaker – Jason Myhre, Founding Partner / Director of Advocacy, Eventide

1:30 – 3:00pm:      Practical Business Workshops

  • Rules and Regulation Updates – Tim Moyer, CCO GA Repple & Company
  • Marketing and Client Acquisition – Zachary Covert, Director of Advisor Relations NE, Timothy Partners, LTD
  • Transcendent Legacy Planning – Eric Grzegorski, Attorney, CFD

3:00 – 7:00pm:     Vendor Visits / Free Time

7:00 – 8:30pm:    Dinner

7:30 – 8:30pm:      Evening  Session

  • Delivering Competitive Returns Without Compromising Biblical Values – Tim Riddle, CEO Chartwell Investment Partners
  • Keynote Speaker Q&A

8:30 – 10:00pm:    Dessert & Coffee Social

BRENT OWENS

CFD Partner Speaker

A New Perspective:

  • God’s Plan or My Plan?
  • Not all things are good, but God causes all things to work for His Good!
  • God’s Math > Man’s Math
  • Romans 8:31 “If God is for us, who can be against us?”

Brent literally grew up in the financial planning business having started working while a senior in high school. After graduating from Indiana Wesleyan University in 1992, he joined the CFD Companies full-time. His responsibilities include being the President and Operations Manager for two national companies, cfd Investments, Inc. and Creative Financial Designs, Inc. Brent has continued his education by completing the requirements for the FINRA General Securities Principal as well as the Financial and Operations Principal licenses. He also received his CFCA Designation (Christian Financial Consultant & Advisor) through the National Association of Christian Financial Consultants and has passed the first two sections of the CFP® certification process.

Brent and his wife Brandi have been blessed with six children. They are Maria (24), Erin (22), Lydia (22), Tyler (20), Bailey (20), and Mitchell (15). He has spent his entire life in the Howard County area, graduating from Taylor High School in 1988. He was involved with Kokomo’s local Semi-Pro Baseball team, the cfd Saints, from 1989 – 2002 and continues his involvement in the community by being the Varsity Baseball Coach at Taylor High School during the spring and summer. He has also been a member of Morning Star Church since 1988.

Brent is dedicated to serving his 100+ clients and believes that all clients should have a financial plan.

Matt chairs the Wealth Management Committee and is responsible for designing and implementing the firm’s investment strategies.  He graduated from Penn State University with a focus on finance.  He participated in Army ROTC and served as a youth pastor.  Matt and his wife, Kiley, have two children, Remmi and Maddux, and a golden retriever, Milo.

Matt Melott

Faithward Capital

Bob Nayden, MBA

Faithward Capital

Bob provides leadership and oversight to the internal operations of the firm.  He earned his M.B.A. with a concentration in Finance and a B.S. in Organizational Management from Wilmington University.  He has spent time volunteering as an EMT and in youth ministry.  Bob resides in Landenberg, Pennsylvania with his wife MacKenzie, son Brooks, and miniature labradoodle, Chessie.

Chris Barnes

Tarkenton Financial

Fran Tarkenton

NFL Hall of Fame Quarterback

Founder & CEO, Tarkenton Financial

Jay Moore

Tarkenton Financial

Chris has been with Tarkenton Financial since its founding in 2003, and has helped build Tarkenton Financial to what it is today. Chris embodies his personal motto, “Always do what is right, care for others, and always do your very best, no matter what it is.” As the VP of Annuity Sales / Business Development, Chris works diligently with Advisors across the country to not only get in front of more clients, but to also make sure their clients every need is served.  Chris is originally from the City of Brotherly Love, Philadelphia, and was a four-sport athlete in college.  Please stop by to say hello!

As one of the NFL’s all-time great competitors, Fran Tarkenton knows better than most what it takes to succeed in a competitive arena. During his 18-year NFL career, Fran played for both the New York Giants and the Minnesota Vikings, led his teams to 3 Super Bowl appearances, and was a league MVP. As the first “scrambling” quarterback, he set records for touchdowns, yards, and completions that stood for 17 years after he retired. He was inducted into the Pro Football Hall of Fame in 1986.

After football, Fran enjoyed a successful media career as a commentator on Monday Night Football and co-host of the popular television show “That’s Incredible.” Fran is also a hands-on entrepreneur who has started and built more than 25 successful companies over the past 40 years, the largest reaching revenues of $142 million. In 2003, Fran founded Tarkenton Financial to help educate retirees about retirement income planning and to support financial professionals serving retirees. The Tarkenton Companies also work closely with ADP, UGA’s Terry College of Business, the National Football League, and other organizations to serve the needs of entrepreneurs nationwide.

Fran is a contributor to leading publications including The Wall Street Journal, USA Today, and Business Insider. He is the author of several books on business, leadership, and finance, including his latest, Safe & Secure: 10 Essential Steps for Seniors to Protect Against Financial Abuse (Regnery).

At age 81, Fran continues to follow his passion daily by advising and counseling businesses, identifying new opportunities, and developing innovative channels of distribution. Above all, his work embodies his guiding principle that “the #1 mission of business is to help people.”

Jay is THE “Marketing guy” and he brings a vast skillset to Tarkenton Financial. Most of Jay’s time is spent building customized marketing calendars, planning marketing events, or creating marketing brochures or mailers for TF advisors. Jay enjoys hanging out with his wife, family, and playing mandolin in his bluegrass band. As we said before, “vast skillset.” The top advisors in our industry all have one thing in common: They have a process and a planned marketing calendar. Come see Jay today to find out how you can take your business to the next level with a customized marketing plan or event.

Jason Myhre serves as Director of Advocacy at Eventide. In this capacity, he serves as an advocate for “investing that makes the world rejoice”® and the Business 360 investing philosophy to investor, business, and popular audiences.

In prior roles at Eventide, Mr. Myhre led Marketing and Sales. Before joining Eventide, he worked in internal sales and managed key customer relationships for Altec.

Mr. Myhre holds a M.S. and a B.S. in Biological Engineering from the University of Florida.

JASON MYHRE

DIRECTOR OF ADVOCACY, Founding Member

Tim Moyer

Chief Compliance and Operations Officer

Rules & Regulation Updates

Tim started out his career as a Registered Representative in the financial services industry in 1994. He was quickly successful in building a book of business and maintaining steady growth in all positions he held. In 1998 he served as a Branch Manager for Southeast Regional Firm and was promoted to Regional Manager located in Naples, FL. Tim went on to co-found a financial services firm that was later acquired by a Regional Wire House based out of Philadelphia. During that time, Tim also hosted a financial radio talk show and conducted numerous seminars educating people in the area of wealth management.

Tim eventually transitioned to the areas of operations, compliance, supervision, and management. He has worked for both regional and fortune 500 companies holding the roles of Chief Compliance Officer, SVP. Operations and Regional Compliance Consultant. Prior to joining G. A. Repple, Tim held the position of Chief Compliance Officer for a firm that had approximately 500 advisors with $9 billion in assets under management (AUM) and roughly $45 billion in assets under advisory (AUA).

Tim and his wife Thea, along with their sons Miles and Hunter live in Winter Garden Florida and are active members of Oakland Presbyterian Church. Tim attended Villanova University.

Estate Planning

Eric D. Grzegorski began his career in the financial world as an Economics and US Government teacher at Northwestern High School after graduating from Indiana Wesleyan University with a B.S. in Social Studies Education and History.

With a desire to continue his education in both the legal and financial world, Eric attended Indiana University School of Law-Indianapolis, and graduated with his Juris Doctorate in 2011.  Eric has been admitted to practice law in Indiana, and also offers estate planning services.

Eric’s financial and legal background gives him a unique ability to assist clients in budget planning, saving for college, investment planning to achieve various other goals, tax reduction strategies and achieve estate planning objectives, along with retirement planning.  Eric is dedicated to helping clients understand their current financial situation and assisting them in making the necessary decisions to achieve the goals they hold most important.  Eric’s belief is that each client presents a unique financial situation and can best be served with a sound financial plan.

His passion is to help his financial planning clients achieve their goals and objectives.

Eric Grzegorski

Zachary Covert

Marketing and Client Acquisition

Published writer and professional speaker with a background that includes extensive experience in financial securities, law, insurance, real estate, sales and corporate training.

Specialties: Creative/Technical Writing, Public Speaking, Sales Training and Curriculum Writing, Extensive Healthcare Knowledge, Language Expertise, Teaching Strategy, Medicare Knowledge, Securities Industry Knowledge.

TIMOTHY J. RIDDLE, CFA

Mr. Riddle is the Chief Executive Officer of Chartwell responsible for the strategic planning of the firm. Prior to starting Chartwell, he was employed as a Senior Vice President at Delaware Investment Advisers from 1986 to 1997, where he directed the institutional client service effort.

From 1978 to 1986, he was employed with Father Flanagan’s Boys’ Home, where he served as Director of Investments.

Education:

  • Bachelor’s degree in Business Administration from Creighton University
  • MBA from Creighton University
  • CFA®; charterholder and member of the CFA®Institute and the CFA® Society of Philadelphia

FRIDAY: JULY 16, 2021

8:00 – 8:30am:      Optional Prayer and Coffee morning Meeting

8:30 – 10:00am:   Breakfast Open

9:00 – 12:30pm:    Worship / Devotion / Elevator Presentations

10:00 – 11:00am: Righteousness Transcends Everything – Glenn Repple, CEO GA Repple & Company

10:50 – 12:30pm: Implementing BRI Panel

  • Adrian Young – Partner & CCO, Ambassador Advisors
  • Mark Minnella –  President, Integrity Investors, LLC.
  • Art Ally – President, Timothy Plan
  • Kregg Rooze – Managed Accounts Director, CFD

11:30 – 12:30pm:  Questions for Panelists

12:30 – 1:30pm:   Break

1:00 – 2:00pm:    Lunch Open

1:30 – 2:30pm:     Transcending Traditional Market Indexing – David Moore, Senior ETF Strategist, Timothy Plan

2:30 – 3:30pm:      Practical Business Workshops

  •                 Business By The Word: Building your Business by “Walking in the Spirit: – Alan Ross, CEO Kingdom Companies
  •                 Initial Interview that Leads to Financial Planning – Mick Owens, Founder, CFD

3:30 – 7:00pm:    Free Time

3:30 – 4:30pm:    Optional Member Meeting and Official Business

4:30 – 5:30pm:     Special Session (Optional)

  • 2021 Planned Giving Update: Trends, Demographics, and Donor Strategies – Gary Wood, President BDC Capital Management

7:00 – 8:00pm:     Dinner

7:30 – 8:00pm:     Awards Ceremony

8:00 – 10:00pm: Special Music and Motivational Talk by Chris McDaniel

Glenn Repple

Righteousness Transcends Everything

 Workshop Leaders: Implementing BRI

Adrian Young

Adrian serves as a trusted resource for advisors, clients and other professionals throughout the country.  An attorney and CFP, Adrian serves as Ambassador Advisor’s Chief Compliance Officer and leader of Ambassador’s planning department, where he spends much of his time helping the team at Ambassador develop and implement estate, charitable and other strategies for clients. Adrian relishes the opportunity to employ cutting-edge techniques and, when needed, anticipating change and improvising to create new client solutions.  Adrian’s law firm, Aevitas Law, serves as an emissary for advisors building relationships with other attorneys, as well as an implementation arm for clients that don’t already have strong legal representation.

Adrian is a big proponent of Aligning Professionals to deliver the best solutions to clients, and he regularly works with other legal and tax experts to help advisors maximize the value they bring to the community. After graduating with honors in International Business and Management from Dickinson College, Adrian went on to complete his Juris Doctor and Masters in Business Administration at Temple University. Adrian is a Chartered Advisor in Philanthropy®, a Certified Financial Planner™, and just recently finished the course work and passed the exam necessary to become a Certified Kingdom Advisor.

Mark A. Minnella

Mark is the founder and President of Integrity Investors, L.L.C., a company established to evaluate and design portfolios for discerning individuals, specializing in portfolio strategies that allow individuals to invest with integrity, aligning their investments with their individual values, principles, and Biblical Beliefs.

As a co-founder of the National Association of Christian Financial Consultants, Inc. Mark designed the first faith based professional designation program, Christian Financial Consultant and Advisor (CFCA), in the industry. Mark served on the Board of Directors for Timothy Plan Mutual Funds, adding his guidance to the growth of the first Mutual Fund Family to screen for Biblical Values. His extensive background as a pioneer and leader in faith based investment movement brings valuable guidance and discernment to the portfolio management offered through Integrity Investors, LLC. As a host of the “More than Money” radio show, Mark has been the voice of Biblically Responsible Investing on Christian Radio for over 15 years.

Art Ally

Art is founder and president of Timothy Plan. Combining his love for God and vocation in finance, he has worked for 40 years investing with Biblical standards. He is an author, speaker, businessman, and advocate.

Kregg Rooze

Kregg Rooze serves as the Managed Accounts Director at Creative Financial Designs, Inc., a RIA and the firms sister company to cfd Investments, Inc.  He has been with the firm since 1998 when he graduated from Purdue University and for the last nearly 20 years headed up the RIA investment management services.

Creative Financial Designs focuses on bringing all the needed investment management and financial planning products and solutions for advisers to use with their clients including BRI.  Our goal includes giving the advisers their time to meet and grow their practices and to handle the relationships while the firm handles investment management and financial planning services.

DAVID MOORE

David Moore is the Senior ETF Strategist of Timothy Partners, LTD, advisor to Timothy Plan funds. Prior to joining Timothy, David served in various capacities within the financial services industry.

David began his career in 1980 with American Express Financial Advisors, where he hired and mentored over 150 advisors while building a successful financial advisory practice. He also served on American Express Financial Advisors’ compliance, audit, firm profitability and philanthropic committees.

In 1996, David co-founded Compass Financial Group, which became Compass Efficient Model Portfolios, LLC (CEMP). CEMP created the Compass EMP Funds Trust, launching both Mutual Funds and ETFs. David served as President and Trustee of the Compass EMP Funds Trust from its inception in 2012 until April 2015. Under David’s leadership as CEO, CEMP grew to nearly $5B in assets under management/advisement. In addition, David was co-developer, and one of the original patent holders, of the volatility weighting, smart-beta investment methodology. In April 2015, CEMP was acquired by Victory Capital.

After the acquisition, David joined Victory Capital to assist in the sales of the Funds and ETFs raising an additional $6B in assets. Now with Timothy, David serves in a similar capacity, and he remains a sought-after-speaker on efficient investing as an alternative to traditional indexing, practice management and asset allocation.

David serves on numerous corporate and non-profit advisory boards. He and his wife, Angela, live in Nashville, Tennessee. In his spare time, David is a pilot, golfer and scuba diver. David is a CFP and holds Series 7, 22, 24, 53, 63  and 65 licenses.

Practical Business Workshops

Alan Ross

Founder and CEO of Kingdom Companies
Alan Ross is the founder and CEO of Kingdom Companies, a non-profit company committed to equipping and encouraging Christian business leaders to use their professional positions or business ownership as a platform for their own ministry. Kingdom Companies is committed to transforming Christ-centered organizations and leaders who are committed to excellence, impact and success –God’s way.

Currently he is engaged in providing senior leadership and direction to Good Place Holdings, an Ohio Kingdom Company, serves as the President of the Electric Power Reliability Alliance EPRA, Editor in Chief of Transformer Technology Community, serves on the board as Vice Chairman of the Timothy Fund, and is a board or CEO advisor to several ministry and for-profit companies.

As President and CEO of FCCI, a faith-based CEO development organization, Ross developed the successful Master’s Institute, revolutionizing the principles of Unconditional Leadership Excellence and Kingdom transformations, which are now being modeled in hundreds of companies throughout North America.
He is the author of three books: Beyond World Class, Unconditional Excellence and Kingdom Path and has authored numerous articles and technical papers and he also presents at numerous faith-based or reliability technical conferences.

He is committed to the love of his life for over 43 years Sara and their sons Patrick, Senior Vice President of Digital Marketing at Music Ally in London, UK and Michael, co-founder and Producer at Untold Creative in Los Angeles.

Mick L.Owens began his career in the financial services profession in 1969 after graduating from Indiana State University with a BS in mathematics. He was heavily involved in risk management, estate planning, and cash flow planning for both individual and corporate clients. As his client base grew and their needs changed, Mick was continually challenged to find ways to provide them with additional financial services. As a result, he founded various companies that now can provide them with such services as tax planning, tax preparation, investment planning, and financial planning. Mick’s Mission has always been to help his clients make their hopes and dreams become living reality. To achieve that Mission, he utilizes a conceptual approach. You must figure out where you are — what you own and owe, what your income and expenses are, your tax situation along with current investment yields — and where you want to get to! His job is to figure out the most tax-wise, efficient manner to get you there. To accomplish that task, his firm belief is that “You Gotta Have a Plan”. Success comes to clients, as with any worthwhile endeavor — because it was planned for. Any venture requires a plan as the foundation.

Cutting-edge knowledge is necessary to maintain clients’ plans at the optimum efficiency.

Mick is a big believer in education. He has received the Chartered Life Underwriter and Chartered Financial Consultant designations from The American College, as well as being a Certified Financial Planner™ practiioner of the CFP® Board of Standards. He annually keeps his knowledge current by obtaining several hours of continuing education credits through the Financial Planning Association and Society of Financial Service Professionals™.

His passion is to continue helping his financial planning clients achieve their goals and objectives.

Mick Owens

Gary W. Wood, CFP®, CEP®  – Charitable Giving

Gary W. Wood is a Certified Financial Planner, a Certified Estate Planner, and President and Founder of BDC Capital Management.  He has shared Biblically-based financial principles with families, small businesses, and Christian ministries for over 40 years.

In addition to being a long-time member of the NACFC –  having joined in 2004 –  Gary is a Charter Member of Kingdom Advisors, an Associate Member of the Christian Legal Society, and a Certified Instructor for both Crown Ministries and the Biblical Stewardship Series.  He speaks to groups across the Mid-Atlantic about Biblically Responsible Investing and faithful management of  God-given financial resources.   Gary also provides financial guidance to churches throughout Virginia, and to Christian non-profits in the Richmond Metro Area.

Gary and his wife Sue attend Grove Avenue Baptist Church in Richmond, VA, where Gary has taught the Biblical Stewardship Series.

Gary’s practice is located in Richmond, VA.

Special Music

Crusades:

Chris has been blessed to be able to lead thousands in Worship as he has traveled the United States and Nicaragua.  While Chris is a seasoned entertainer, God has been able to mold Chris into a humble worship servant, who’s ultimate goal is to usher people to the throne of God regardless of a churches size.  Chris has the ability to lead out in a multitude of musical styles that include Classic Hymns, Southern Gospel, Country Gospel, Blended Worship or today’s newest Contemporary music.  Chris has led Worship for Ronnie Hill Crusades and Big God Conferences featuring Ken Freeman.

Men’s Ministry:

Chris has actively served many churches and events with their Car Shows, Wild Game Dinners, Men’s Conferences and Fishing Tournaments.  Chris has the ability to connect with men in all walks of life because of his unique testimony of fame, fortune, the loss of a brother to drug overdose, his own drug addiction and the story of being adopted at the age of 2 by his father.

Prison Ministry:

Chris is actively involved in Prison Ministry in the state of Georgia, working with Heartbound Ministries and formerly United Prison Ministries.  Chris’ heartfelt testimony about the prison of his own making, his cocaine addiction, has encouraged many men in the prison system to step up and give their lives to Jesus Christ and live a life of freedom despite their incarceration.

Rehabilitation Ministry:

Chris has a heart to help others who have addictions find peace through Jesus Christ.  Chris is heavily involved with Celebrate Recovery  programs throughout the United States.  During Chris’ tenure with the country band Confederate Railroad, Chris struggled with his own substance addiction, climaxing with a $70,000 per year cocaine habit.  After his 3rd stint in a secular rehab, Chris ultimately found his true rehabilitation through the blood of Jesus Christ.  10 years later, Chris is a living testimony of God’s Grace, Power and Forgiveness in changing one’s life.  Chris would love the opportunity to talk and pray with you if you are struggling with any hurt, habit, or hangup.

CHRIS MCDANIEL

Saturday: July 17, 2021

8:00 – 8:30am:   Optional Prayer & Coffee

9:00 – 12:30am:   Worship / Devotion

10:30 – 11:00am: Check Out Break

11:00 – 12:00pm: Open Chat Attendees

Testimonials

Here’s what NACFC members have to say about last years conference:

 blessed to have participated in the conference. So grateful for God’s leading and wisdom. I prayerfully request that God equip me that I will be able to lead my family, my friends, and my business clients to Christ.

Sophia Jones

There is a renewed passion to encourage fellow advisers to challenge their clients to think and act Biblically.

Harold Green

I want to encourage everyone that is or will be involved in the NACFC. You will see such a wonderful organization that is focused on God’s Word and work.

Grant Harvey

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