14 Nov 2023
14 Nov 2023

2023 ATS Financial Officers Conference

  • Price: $300.00

Overview

By registration; Every day, administrators at theological schools face the ongoing challenge of determining how the resources they have can best be used toward the fulfillment of mission, and financial officers play a critical role in developing and implementing mission-focused resource utilization plans. At this year’s Financial Officers’ Conference, join colleagues from across the ATS membership as we dive into a robust discussion of Mission & Money: The Role of Missional Clarity in Guiding Resource Allocation.

Come learn from the experiences of two ATS schools that have focused intentionally on the work of aligning their core mission with an approach to resource allocation designed to sustain these core purposes. Explore their case studies in plenary sessions, wrestle with lessons learned through table discussions and activities, and expand your skills and perspectives during hands-on workshops.

Don’t miss this opportunity for encouragement and learning together, while deepening the peer connections and support that can help you thrive in your work.


Agenda
Tuesday, November 14          

4:00 p.m.
Registration

5:00 p.m.
Welcome Reception

6:00 p.m.
Opening Dinner

Wednesday, November 15

8:30 a.m.
Morning Reflection

8:45 a.m.
Setting the Stage
Mission & Money: The Role of Missional Clarity in Guiding Resource Allocation
Chris Meinzer, COO and Senior Director, The Association of Theological Schools

9:15 a.m.
Case Study #1
How Missional Clarity Can Drive Resource Allocation: Lessons from Lexington Theological Seminary
Charisse Gillett, President, and Karen Wagers, CFO, Lexington Theological Seminary


10:30 a.m.
Break

11:00 a.m.
Case Study #1 (continued)

12:30 p.m.
Lunch

2:00 p.m.
Workshop Session I

3:00 p.m.
Break

3:30 p.m.
Workshop Session II

4:30 p.m.
Conversation Spaces/Free Time

6:00 p.m.
Dinner

Thursday, November 16

8:15 a.m.
Morning Reflection
John Lehocky, Senior Vice President of Financial Operations, University of Saint Mary of the Lake Mundelein Seminary

8:30 a.m.
Case Study #2
Reshaping Your Business Model in Service of Mission: Lessons from Wesley Theological Seminary
David McAllister-Wilson, President, and Jeff Straits, CFO, Wesley Theological Seminary

9:45 a.m.
Break

10:00 a.m.
Case Study #2 (continued)

11:15 a.m.
Constructive Conversations

12:30 p.m.
Lunch

2:00 p.m.
Workshop Session III 

3:00 p.m.
Break

3:30 p.m.
Workshops Session IV

4:30 p.m.
Closing Session

5:00 p.m.
Adjournment


Workshops

Accommodations

Hotel reservation deadline
Monday, October 23, 2023, on or before 4:00 p.m. CT

The Westin New Orleans is located at 100 Rue Iberville, French Quarter, New Orleans, LA 70130, 11 miles from the Louis Armstrong New Orleans International Airport (MSY).

A block of rooms is being held at a group rate of $199 USD for single/double occupancy (first-come, first-serve basis), which includes complimentary internet in guest rooms. There is complimentary WiFi in the meeting rooms. Use the hotel link above to make your room reservation online to receive the group rate. A 24-hour cancellation policy or a cancellation fee will apply.

Check-in time: 3:00 p.m. CT

Check-out time: 12:00 p.m. CT

All guests arriving before 3:00 p.m. CT will be accommodated as rooms become available. Bell staff can arrange to check baggage for guests arriving early, or when attending afternoon functions on the day of departure.

Hotel room rates are subject to applicable state and local taxes in effect at the time of check-in (currently 14.45% for state and parish sales tax + $2 occupancy fee + 1.75% tourism assessment.

Parking
On-site parking is $33 USD daily.

Transportation Information
Rideshare services are recommended (Uber, Lyft, etc.).

For more details, visit The Westin New Orleans.


Presenters
Ron Bates

View Bio

Ron Bates

Ron Bates serves as a managing director and portfolio manager at 1919 Investment Counsel. He is a member of the firm's executive committee and is director of the Cincinnati office. As portfolio manager, he primarily oversees portfolio construction and manages portfolios for endowments, foundations, and families. Bates also serves as director of responsible investing and manages the 1919 Socially Responsive Balanced mutual fund.

Charisse L. Gillett

View Bio

Charisse L. Gillett

Charisse L. Gillett became the 17th president of Lexington Theological Seminary in 2011. She is the first woman and first African American to lead the seminary as president, a historic appointment in the school’s 157-year history. In her 12th year, Gillett has led the seminary through a period of transformation in its academic programs, enrollment, finances, and strategic vision. Central to this transformation was the introduction of technology into the classroom, a strategic plan to help guide the institution, and a fully engaged board of trustees.

Michael Hemenway

View Bio

Michael Hemenway

Michael Hemenway was named director of design and data science in 2022. In his role, he seeks opportunities to integrate design and data science to ask new questions and explore possibilities in support of strategic decision-making within institutions as well as across theological education. Hemenway designs data models, practices, and pipelines to enhance the Association’s quality educational and engagement experiences for a variety of internal and external audiences. In addition, he expands the growing data and research capacity of the Association through his extensive knowledge and practice with data interrogation techniques that draw on the robust data repository maintained by the Association.

Hemenway has spent more than two decades in theological education as a technologist and as a learner at member schools such as Denver Seminary and Iliff School of Theology. He has served as a member of the steering committee for the ATS Technology in Theological Education Group, as chair of Atla’s Scholarly Communications Task Force, as a lead investigator for Case Western Reserve University’s h.lab, as founder of Iliff’s Digital Humanities Lab and AI Institute, and as a consultant for several local and global religious organizations.

Hemenway holds an MA in biblical studies from Denver Seminary, and a PhD in religious studies from the University of Denver and Iliff School of Theology Joint Doctoral Program.

Josie Hoover

View Bio

Josie Hoover

Josie Hoover, SHRM-CP, brings more than 16 years of experience in higher education administration. She serves as director of human resources and Title IX co-coordinator at Pittsburgh Theological Seminary (PTS), where she manages the seminary's HR functions and Title IX compliance. Prior to joining PTS, Hoover was the compliance officer and Title IX coordinator at the University of the District of Columbia, responsible for developing and implementing all university-wide policies and programs related to Title VI, Title VII, Title IX, Section 504 (ADA), workers compensation, and campus equity and diversity programs. She also served as director of human resources and Title IX coordinator at Wesley Theological Seminary, providing a variety of human resources services and support to the workforce, including but not limited to: employee relations, administering HR policies and procedures, benefits administration, recruiting and retention, compliance, performance management, and training. Prior to working in human resources, Hoover's vocational call to theological education administration was nurtured through several roles at Wesley Theological Seminary: special assistant to the president, field education administrator, diversity officer, and adjunct professor. She earned both her MDiv and DMin degrees from Wesley Theological Seminary.

Robert Huesman

View Bio

Robert Huesman

Robert Huesman serves as a managing director and portfolio manager at 1919 Investment Counsel. As a portfolio manager, he primarily oversees portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments, and institutional clients. He also serves as the co-manager of the Responsible Investing equity strategies, co-manages the 1919 Socially Responsive Balanced mutual fund, participates on the firm's Third-Party Committee for external manager due diligence, and is on the advisory board for the Disruptive Innovation Strategy. Huesman entered the financial services industry in 2007 when he joined the firm. He received his MBA at Xavier University, and he is a Certified Financial Planner® professional and a CFA charter holder.

David McAllister-Wilson

View Bio

David McAllister-Wilson

David McAllister-Wilson assumed the office of president at Wesley Theological Seminary in 2002. He has focused his preaching and speaking to help revitalize the Mainline Protestant Church, encouraging men and women to consider God's call to ministry and preparing them for leadership. With a strong interest and focus on leadership development, particularly in local congregations, he helped to establish the G. Douglass Lewis Center for Church Leadership at Wesley. He regularly teaches leadership in the DMin program in its specialized tracks of Global Asian and Military Chaplains. He earned his MDiv and DMin degrees from Wesley Theological Seminary.

Chris Meinzer

View Bio

Chris Meinzer

Chris A. Meinzer, senior director and COO for The Association of Theological Schools (ATS), is a CPA with more than 25 years of experience in the nonprofit sector. Since joining the ATS staff in 1999, he has provided oversight of ATS financial and business affairs as well as the ATS institutional database—a repository of institutional, enrollment, personnel, financial, and development data provided by ATS members. Meinzer has done extensive analysis and research of this data and presented his findings in a variety of settings to administrators and boards of theological schools.

In addition, he has provided counsel to ATS member schools on issues of finances, organizational planning, and strategic thinking. Through discussions with theological schools and their leadership, Meinzer has encouraged reflection on intergenerational stewardship and its impact on both academics and economics within these schools. He has designed and implemented a revision of the ATS Strategic Information Report, a useful strategic tool that provides ATS member schools with peer and industry data on a variety of market fundamentals.

Meinzer holds an accounting degree from The Pennsylvania State University and a Master of Divinity degree from Pittsburgh Theological Seminary.

Barbara Mutch

View Bio

Barbara Mutch

Barbara Mutch was appointed to the ATS staff as director of accreditation in September 2015, and was named senior director of accreditation in 2021. She oversees the accrediting staff, who report to her for supervision, goal setting, and development. Her work includes facilitating accrediting reviews, providing education and support to member schools about the process of accreditation, and providing staff support to the work of the Board of Commissioners of the ATS Commission on Accrediting.

Prior to coming to ATS, Mutch completed nearly 20 years of service at Carey Theological College in British Columbia, most recently as chief academic officer. She has taught courses in preaching, spiritual formation, issues in women’s faith and development, supervised ministry, and DMin theological reflection in ministry as well as a doctoral project seminar. She also taught at Regent College from 1996 to 2014, teaching a variety of courses including, most recently, the Seminar in Women’s Faith and Development.

In service to ATS, she contributed a chapter to the book C(H)AOS Theory: Reflections of Chief Academic Officers in Theological Education and an article on “Assessing a Doctor of Ministry Program” in the Theological Education journal. She has also served a full term on the ATS Board of Commissioners as well as on multiple comprehensive accrediting evaluation visits, and on the ATS Faculty Advisory Committee.

A graduate of Briercrest Bible College with both a Bachelor of Religious Education and a Master of Arts in Christian Ministry, Mutch earned her DMin at Princeton Theological Seminary. She is ordained in the Baptist Union of Western Canada and served as associate pastor of First Baptist Church in Regina, Saskatchewan, for 15 years while pursuing her graduate studies. In 2014, she was recognized as one of Canada’s preeminent preachers with the Lester Randall Preaching Fellowship at Yorkminster Park Baptist Church.

Jeffrey Straits

View Bio

Jeffrey Straits

Jeffrey Straits has been employed as vice president for finance and administration and CFO at Wesley Theological Seminary since 2010. He holds a CPA license from the State of Maryland and has made a career working in the finance and insurance sectors since 1990. Straits holds an MBA in business administration from Mount St. Mary's University.

Karen Wagers

View Bio

Karen Wagers

Karen Wagers is the acting chief financial officer and director of human resources for Lexington Theological Seminary. She is active in her local church, South Elkhorn Christian Church, and serves as vice president of Kings Daughters and Sons Foundation. Wagers received her degree from the University of Kentucky and completed the Certified Public Accountants exam, launching her into her career in finance and accounting.

Mike Wetzel

View Bio

Mike Wetzel

Mike Wetzel has served as vice president for institutional advancement at New Orleans Baptist Theological Seminary since 2019, and he was approved as trustee-appointed faculty in 2020. He served as an adjunct professor for the seminary from 1999–2019. During this time, he also led extension centers for the seminary and created a prison program for the school at Hardee Correctional, a maximum-security prison in Florida. Wetzel’s pastoral ministry experience began when he and his wife planted The Island Chapel of Tierra Verde, Florida, in 1992, which he pastored for more than 27 years. During their time at The Island Chapel, they led numerous mission trips and church planting projects.

Tracy Riggle Young

View Bio

Tracy Riggle Young

Tracy Riggle Young serves as senior director of enrollment services at Pittsburgh Theological Seminary, where she has served for more than six years overseeing the areas of admissions, retention, and financial aid. Previously, she worked as a recruiter at Union Theological Seminary in New York City while working toward a PhD in social ethics. She's a graduate of Denison University and alumna of Teach For America.


Other

Registration Deadline
Friday, October 20, 2023

Fees
Registration fee: $300 USD

Hotel reservations must be received by Monday, October 23, 2023. A block of rooms is being held at a group rate of $199 USD for single/double occupancy (first-come, first-serve basis) for participants at The Westin New Orleans, 100 Rue Iberville, French Quarter, New Orleans, LA 70130.

Participants are expected to cover their own lodging and transportation costs to and from New Orleans.

The guest fee is $75 USD (covers all meals including the welcome reception; this fee covers a spouse/guest, not a fellow conference participant).

Dress is business casual.

CONTACT:
Monica Laughery

Date & Time
Tue, Nov 14, 2023 , 4:00 p.m. CT
Thu, Nov 16, 2023 , 5:00 p.m. CT

Location
The Westin New Orleans

© 2024 The Association of Theological Schools, All Rights Reserved
Website by Morweb.org