Everence National Conference 2018

Ken Hochstetler, President and CEO, and Rod Diller, Senior Vice President of Sales and Distribution, are pleased to announce that registration is open for our 2018 National Conference, May 1-3, in South Bend, Indiana.

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About

Neighbor to Neighbor

May 1 - 3, 2018

Century Center of South Bend
120 N. Dr. Martin Luther King Jr. Blvd.
South Bend, Indiana

"Therefore encourage one another and build up each other, as indeed you are doing. "- 1 Thessalonians 5:11

Ken Hochstetler, President and CEO, and Rod Diller, Senior Vice President of Sales and Distribution, are pleased to announce that registration is open for our 2018 Everence National Conference, May 1-3, in South Bend, Indiana.

For our clients, working with Everence isn't only about making a difference in their financial stewardship journeys. They're also making a difference in the lives of others. From Pennsylvania to Florida to Kansas to Alaska, Everence staff and members are building up vibrant, supportive communities - neighbors helping neighbors. 

Join Ken as he kicks off the conference and invites us to consider how we are making a positive impact on the lives of our members and communities. Ken will welcome guest speaker Matt Bloom, Ph.D., an Associate Professor at the University of Notre Dame. Matt leads the university's Wellbeing at Work Program. Matt is passionate about finding real solutions to make the workplace a healthy, vibrant, life-enriching experience. 

After the opening session, please join the group for an interactive activity that will get you out into downtown South Bend as you learn some of its history and fun facts while connecting with Everence colleagues. If the activity is not for you, you can still enjoy dinner and entertainment with the group.     

On Wednesday and Thursday, workshops will focus on the business of Everence, including aspects of financial planning, educational resources, product updates and sales concepts. Gain new ideas from general session speakers Donna Addkison, Leonard Dow, and a panel of clients and peers. Workshop presenters will include professional experts and business partners, including Newman LTC and One Resource Group, as well as carrier representatives from ORG.

Our production leaders - as well as recipients of the Outstanding Customer Service, Excellence Award, the Market Awards and President's Stewardship Award winners - will be recognized at the awards dinner Wednesday evening.

Registration

Those planning to attend the 2018 Everence National Conference should register by March 26. Please let Joy Liechty know if you have questions.

Click on the Register button below to complete the registration form for the May 1-3 conference in South Bend, Indiana. If you're attending only a portion of the conference, you may need to click the "next" button on pages that don't apply to you to reach the "submit" button. You must click "submit" to complete your registration.

 

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National Conference details

  • About
  • Schedule
  • General session speakers
  • Wednesday's workshops
  • Thursday's workshops
About

About the conference

The conference is designed for Sales and Distribution advisors, stewardship consultants and charitable and financial representatives in the core and direct markets; Everence Federal Credit Union business development officers and leadership staff; and registered or licensed administrative support staff as determined by each managing and regional director. Marketing, product managers and support service staff working directly with sales and distribution are also invited, as determined by their managers.

The Everence Goshen offices will close Tuesday afternoon (May 1) so that Goshen staff can participate in the opening session and evening event. Human resources will relate specific closing details via email to these offices.

Cost and registration

Everence pays the cost of lodging, as well as group meals for participants during the conference. Costs related to additional nights of lodging, incidentals and travel are the responsibility of the participant or his or her Responsibility Center. Registration fees, when applicable, will be charged internally to your Responsibility Center unless indicated differently.

Registration fee, when applicable, is $300 (reduced fee of $150 per person selecting double occupancy, or conference-only $150, no lodging.) A registration fee normally applies to Everence marketing, product managers, member and client services and administrative support staff. No registration fee applies to staff attending Tuesday's opening events only; or to sales and distribution managing directors and regional directors, advisors, representatives, stewardship consultants and credit union business development officers.

Location, parking, lodging

Conference program sessions:
Century Center of South Bend
120 N. Dr. Martin Luther King Jr. Blvd.

Parking
$4 per day (overnight parking not available)

Lodging and breakfasts
(Hotel reservations will be made for you, based on your conference registration.)

DoubleTree by Hilton Hotel (connected to Century Center via enclosed walkway over the street)
123 N. Dr. Martin Luther King Jr. Blvd.
$10 self-parking overnight

Transportation

If traveling by air, you will arrive at the South Bend International Airport (SBN). Complementary shuttle service is available. For availability upon your arrival, call (574)-234-2000. Taxi service is also available.

If commuting daily to and from the conference, only daytime parking is available at Century Center. On Tuesday afternoon, a shuttle will be available to transport staff from 1110 N. Main St., Goshen, to and from South Bend for the opening events. Details and times will be provided.

Activities for spouses

Spouses who attend are invited to participate in any of the general and breakout sessions. They may prefer to join other spouses on Wednesday for lunch and conversation hosted by Sue Hochstetler, wife of Ken Hochstetler.

Questions?

Joy Lambright Liechty
Conference Planner 
joy.liechty@everence.com
(800) 222-5054, x 3202
Schedule

Tuesday, May 1

9 a.m. - 2:30 p.m. – Goshen office visit and conference orientation (This optional orientation is for first-time conference attendees or those who have never visited the Goshen office.)

2 - 3:30 p.m. – Conference check-in

3:30 - 5 p.m. – General Session 1 – Neighbor to Neighbor - Well-being at work, Matt Bloom, University of Notre Dame

5:45 - 8:30 p.m. – Interactive event and meal

Wednesday, May 2

7 - 8:15 a.m. – Breakfast buffet - DoubleTree by Hilton Hotel

8:30 - 10:15 a.m. – General Session 2 – Neighbor to Neighbor – Impacting and extending our mission – short talks

10:15 - 10:45 a.m. – Break - Vendors

10:45 - 11:45 a.m. – Workshop Session 1 (see workshop options)

11:45 a.m. - 1 p.m. – Lunch

1 - 2:15 p.m. – General session 3 – Donna Addkison, LSS – Neighbor to Neighbor – Impactful relationships 

2:15 - 2:30 p.m. – Break

2:30 - 3:30 p.m. – Workshop Session 2 (see workshop options)

3:30 - 3:45 p.m. – Break

3:45 - 4:45 p.m. – Workshop Session 3 (see workshop options)

5 - 6 p.m. – Photos (individual by appointment)

6 - 8:30 p.m. – Dinner and awards, followed by photos of top award recipients

Thursday, May 3

7 - 8 a.m. – Breakfast buffet - DoubleTree by Hilton Hotel

8:15 - 9:15 a.m. – Workshop Session 4 (see workshop options)

9:15 - 9:45 a.m. – Break

9:45 - 11 a.m. – General Session 4 – Neighbor to Neighbor - Impacting Lives, Leonard Dow, Everence

11 a.m. - noon – Lunch

Noon - 3 p.m. – Specialized group sessions (facilitator will contact participants)
Credit union - Kent Hartzler
Financial planners - Shawn Persing
Stewardship consultants - Bill Hartman


General session speakers

3:30 p.m. Tuesday, May 1

 

Matt Bloom, Ph.D., is a professor in the Mendoza College of Business at the University of Notre Dame. His research focus is on the well-being of workers in the social services sector.

In 2008, he formed the Wellbeing at Work and Flourishing in Ministry research projects and secured grant funding to develop and implement this work. In his own work experience, he has seen the negative consequences of unhappiness at work and is passionate about finding real solutions to make work a healthy, vibrant, life-enriching experience.

Matt teaches undergraduate, MBA and executive education courses on innovation and design thinking. He has worked with a variety of not-for-profit organizations in the U.S. and internationally, helping the organizations learn about and integrate well-being research into their systems and programs.

Prior to entering academia, Matt worked as a consultant with Arthur Young, E.F. Hutton and Shearson Lehman Brothers. He earned his Ph.D. from Cornell University.

Matt splits his time between South Bend, Indiana, and Washington, D.C. He and his wife, Kim, have two adult sons. In his free time, he enjoys hiking on the Appalachian Trail.

1 p.m. Wednesday, May 2

 

Donna Addkison is Program Director for Partnerships and Financial Education at Lutheran Social Service Financial Counseling. She joined LSS in 2017.

Donna is a nationally recognized leader, organizer, and advocate for the economic sustainability of America's families, particularly those with single heads of households. Before joining LSS, Donna worked for a local Episcopal parish and the Episcopal Diocese of the Rio Grande in New Mexico/Far West Texas as Director of Christian Education and Community Engagement and as Missioner for Youth and Young Adults. She also represented the diocese on the province-level Anti-Racism Task Force.

Her career has included service as National Program Director and eventually President and CEO of a national nonprofit focused on financial capability and economic sustainability; Chief Development Officer for the City of New Orleans after Hurricanes Katrina and Rita; and President and CEO of a regional Chamber of Commerce and economic development foundation.

Donna also served as City Vice President of a community development credit union that built a facility in an unserved neighborhood of New Orleans. Donna has experience as a licensed financial advisor with Edward Jones in Taos, New Mexico, where her client base included individuals and businesses spanning the indigenous Taos Pueblo Nation, two distinct Hispanic cultures and the Anglo community in Northeastern New Mexico.

She holds a M.S. in criminal justice, M.A. in political science and B.A. in English with honors in political science. In her free time, Donna teaches and practices yoga and piano when her dog, Maggie, allows. She is studying to be a Master Gardener in Hennepin County, Minnesota.


9:45 a.m. Thursday, May 3

 

Leonard Dow, Stewardship and Development Specialist at Everence, leads the Everence Urban Initiative in Philadelphia, Pennsylvania.

Before joining Everence in April 2017, Leonard was Pastor of Oxford Circle Mennonite Church, Philadelphia, and Board President for Oxford Circle Christian Community Development Association. He also served as board chairman of Kingdom Builders Network of Greater Philadelphia was as Bishop to the Lancaster Conference contingent of congregations in Philadelphia.

He is Vice Chairman for Mennonite Central Committee U.S. Board and serves on the finance committee. Prior to 1999, he worked in banking services at Univest and at United Bank of Philadelphia for 12 years.

In 2017, he was honored with the Distinguished Alumni Award at Eastern Mennonite University, Harrisonburg, Virginia, where he earned a degree in business administration in 1987. He and his wife, Dr. Rosalie Rolon-Dow, University of Delaware, have three children, Carmela, Marcela and Lorenzo.


Wednesday's workshops

1. CRM navigation tips for greater efficiencies


10:45 - 11:45 a.m. 

Presenters:
Carter Dyksen, Sales Client System Specialist; Heidi McHugh, Project Manager

You will learn tips to better navigate the web and use of the new CRM app. Gain efficiency through the single client view; providing direct access to track activity, updating contact information and calendaring. We also will look at the latest updates on CRM for Organization and Congregation contacts.

2. How to talk about financial planning if you are NOT a financial planner


10:45 - 11:45 a.m.

Presenter: Shawn Persing, CFP®, AWMA®, Director of Financial Planning 

Learn about ways you can discuss financial planning, even though you aren't a financial planner. Learn about our unique A.C.E. approach to financial planning. Learn about key questions to ask or how to talk about the potential value that can be added through a financial planning relationship. Hear stories of how financial planning is impacting people’s lives.   

3. Planning for the certainty of uncertainty – better LTC conversations


10:45 - 11:45 a.m.

Presenter: Lori Gubash, National Sales Director, Newman LTCI

It’s tough to start a conversation about long-term care planning, but it’s a critical discussion your members deserve to have with you. We will share proven ways to start the conversation, letting people discover for themselves why they need to explore their extended care options now, and with you.

4. Making sense of the wild world of bonds


10:45 - 11:45 a.m.

Presenters: Benjamin Bailey, CFA, Vice President of Investments; Delmar King and Chris Woods, Fixed Income Portfolio Managers

Even though bonds are viewed as a sleepy corner in the investment world, the market value for bonds across the world tops $52 trillion. Find out what has influenced recent interest rate moves and hear what current market trends might mean for the future. 

5. Understanding what type of retirement plans should be offered to a group and when


10:45 - 11:45 a.m.

Presenters: George Finney, Director of Retirement Services; Marlo Kauffman, Vice President Financial Services Operations; Kjell Purnell, Regional Director, Sarasota

Solo 401(k)s, SIMPLE/SEP Plans, 401(k) and 403(b) plans. What are these retirement plans and when is it appropriate to sell which plan? What does the relationship-building process look like and how long will it take to close this business? Is it smart as an advisor to make selling retirement plans a core part of my business?

6. EAM – We hear voices – Managing the administrative chaos


2:30 - 3:30 p.m.

Presenters: Kim Miller and EAM administrators

Let the EAM staff help you understand the "why" and “what” of the documentation required to meet compliance and regulatory standards. What is new with investment reviews and how it affects you. We will also address some of the most frequently asked questions about RMDs, transfer of assets, beneficiary changes and more. We’ll also touch on performance statement processing and what’s available to you. We hear what you’re saying, so let us help you manage some of the administrative chaos.

7. The nuts and bolts of consumer and corporate MyNeighbor credit cards


2:30 - 3:30 p.m.

Presenters: Matt Gehman, VP of Lending, EFCU;  Michael Ronan, National Business Development Officer; Allison Schrock, Marketing Manager

This workshop will provide a basic understanding of our MyNeighbor consumer and corporate credit cards. The first half of the session will be tailored toward the consumer credit card, with the second half tailored to the corporate credit card.

8. Tax planning


2:30 - 3:30 p.m.

Presenter: Angie Miller, CFP®, Insight Accounting

Look at how and why tax planning plays an important part in the overall financial planning process. Key factors to consider, as well as updates and changes in the new tax bill and impact on planning.

9. ORG outlook and trends in life insurance


2:30 - 3:30 p.m.

Presenters: Dustin Johnson, EVP of Marketing, One Resource Group; Adam Wall, Regional Vice President, Protective Life; and Ben Sprunger, Advisor

We will look at some industry trends from 2017 and the first quarter of 2018. We will also take a look at the most-often-sold carriers and products by Everence reps and why they are so effective in your market.

10. The art of impact – delivering a difference through Praxis Mutual Funds


2:30 - 3:30 p.m.

Presenters: Mark Regier, Vice President of Stewardship Investing; Benjamin Bailey, CFA, Vice President of Investments; Chris Meyer, Manager of Stewardship Investing Advocacy Research; Katherine St. Onge, Senior Officer, Advisor Relations, Calvert Impact Capital

Praxis Mutual Funds seek to make a meaningful difference through its stewardship investing practices. Values + ESG screening, positive impact investing, proxy voting, corporate engagement and community development investing all deliver a margin of social and environmental impact that clients are increasingly seeking. Learn how to put these tools to work – and have your questions answered – by Praxis’ panel of experienced professionals.  

11. Everence Charitable Services – What's new? Staffing, product updates, tax law and sales strategies to create meaning for your clients and to change the world!


3:45 - 4:45 p.m.

Presenters: Dave Warren, VP of Everence Asset Management, Moderator; Kristine Burggraf, Manager of Charitable and Fiduciary Services; Dennis LeFevre, CFP®, Advisor; Nikki Shingle, CGPA, CAP, Regional Director

A lot changed in Everence Charitable Services and the broader world in 2017-2018. Join us for a lively session as we look at what’s changed in the charitable business. With new leadership and staffing on our team, new tax laws, updates to charitable products, and new sales ideas, there are new opportunities to create meaning in the lives of your clients and new opportunities to join with your clients and our institutional partners in changing the world. Growing your expertise in charitable planning is the ultimate tool for creating client loyalty and satisfaction; don’t miss this nuts and bolts session.

12. Deter-detect-defend 
identity theft can happen to you!


3:45 - 4:45 p.m.

Presenters: Donna Addkison, Program Director, LSS; Rob Blucker, Director of IT Infrastructure and Security

We will review the many ways identity theft can happen to adults, and even children, and steps to prevent it. Gain confidence in your safety online and in financial interactions; know about free, effective resources to turn to if ID theft does happen. Learn what to do, with a “deter-detect-defend” strategy to minimize your risk. You also will gain an understanding of Everence security standards, which are here to protect our clients' data and information.   

13. The six things your mother didn't tell you about comparing SRI mutual funds


3:45 - 4:45 p.m.

Presenters: Benjamin Bailey, CFA, Vice President of Investments; Mark Regier, Vice President of Stewardship Investing

The field of mutual funds promoting socially responsible (SRI) or environmental, social and governance standards has grown rapidly over the past few years. In an era of big data, a number of rating and analysis organizations have emerged, seeking to help clients and advisors find the fund that fits them best. But things are not always what they seem – and the ratings, benefits and flaws are important for an advisor to understand. Join us for a peek behind the curtain.

14. Best practices for great Medicare workshops


3:45 - 4:45 p.m.

Presenters: Levi Wilson, Digital Marketing Manager; Judy Martin Godshalk, Marketing Manager 

The perfect workshop happens when attenders get great ideas and advisors get great leads. Hear stories of what advisors have experienced with workshops in the past, and what they anticipate trying in the future. Learn about new outreach tools to attract attenders and engaging content that provides education that attendees can act upon. Discover how to get better referrals, track attendee leads and follow up after the workshop.

15. Don't let your client's financial life be destroyed unnecessarily


3:45 - 4:45 p.m.

Presenter: Ben Nehls, CIC, AAI, Miller Insurance

Gain a better understanding of risks related to property and casualty coverages and how they fit into a financial plan. During this interactive session, you will learn what to look for when reviewing home, auto and umbrella policies. Learn some appropriate questions to ask and how to assess typical risk issues that may exist with certain coverages or policies.

Thursday's workshops

16. Best practices – the power behind a successful team


8:15 - 9:15 a.m.

Presenter: Audrey Miller, Client Services Manager

Learn some best practices and consistent processes that help offices deliver a higher quality of service for clients and create lower stress in the office. Hear what some of the processes are that others are using to meet compliance standards, as well as increase efficiencies. Gain insights from peers and share your ideas. Participants also will get a preview of a new field manual being developed.  

17. The sweet life of an EAM advisor


8:15 - 9:15 a.m.

Presenters: Dave Warren, VP of Everence Asset Management, moderator; panel of advisors: Amanda Rock, CFP,® Jeff Godshall, CFP®, CTFA, and Craig Foor, CLU®, ChFC®, CFP®

Hear how top advisors are using the Everence Assessment Management platform to effectively grow their business while simultaneously simplifying their work. By utilizing EAM, these advisors provide tested and consistent client support, with a vetted investment platform. Home-office account administration staff are on the advisor's team with friendly, focused service. Refinements in EAM this past year are now allowing advisors more time to focus on building deep, durable relationships, leading the planning process, and growing a successful business in a simplified environment. Come learn more!

18. Laws of attraction: how visual marketing can help attract and retain clients


8:15 - 9:15 a.m.

Presenters: Madalyn Metzger, VP of marketing; marketing team

“We are visual creatures,” according to Tom Wujec, author, editor, and pioneer in the emerging practice of business visualization. “When you doodle an image that captures the essence of an idea, you not only remember it, but you also help other people understand and act on it – which is generally the point of meetings in the first place.” In this workshop, learn more about how utilizing visual materials and elements with clients can help you better attract and retain clients. And you’ll get an update on new materials and marketing strategies available from the Everence Marketing Team. 

19. Marlo's world of retirement plans


8:15 - 9:15 a.m.

Presenter: Marlo Kauffman, Vice President Financial Services Operations

Marlo will review important rule changes and updates, especially as they relate to the tax reform legislation. He also will review any recent Everence product changes, as well as discuss questions that come up frequently. Bring your retirement questions!