JOIN US FOR FAMILY MERIDIAN'S 2019

ADVOCATE SUMMIT

INNOVATIVE PARTNERSHIPS

Do you desire to leave a lasting impact with the families you serve?

High capacity families are quite complex. No one professional can do everything needed for true family health – yet that’s often the paradigm we operate from. The solution is to innovate.

Innovation is often the combination of two things nobody else has yet thought to combine. It starts with the simplest of things. Take the rolling suitcase: suitcases existed, as did wheels, but the combination of the two radically changed how we travel. At Family Meridian, we are innovating the legacy movement by combining right-brain techniques with financial, estate, and charitable planning. Successful businesses operate with intentionality; we believe successful families must do the same.  

Join us for a gathering of experienced professionals who work with high-capacity families and adhere to a biblical worldview. In a discussion-based and interactive format, you will learn from a world-class lineup. Connect with other leaders in your space and walk away with practical strategies to further integrate legacy into your practice.

REGISTRATION

2019 REGISTRATION FEES

Registration costs $950. 

Click here and book a hotel room at the Westin Lombard before April 16 to take advantage of our special $149 group rate.

Registration covers the cost of the entire event starting with dinner on Tuesday, May 7 through late morning on Thursday, May 9. Lunches, dinners and Top Golf are all included in registration fees. Registration does not include Cubs tickets, hotel and travel arrangements. 

Book a room at the Westin Lombard Hotel before April 16 to receive our special group rate of $149.

Just click this link to take advantage of it: Group Rate

Attendees can receive 50% of registration fees from now until March 15. After March 15, we can no longer offer refunds but you may request that your registration fee be considered a donation to Family Meridian, as we are a 501c3.

The Countdown

Days

KEYNOTE SPEAKERS

MART GREEN

Owner / Mardel Christian & Education

TOM CONWAY

Founder / Conway & Associates

ERIC & JENNIFER GARCIA

Founders / Relational Wealth Advisors

BILL HIGH

Founder & CEO / The Signatry

DAVID YORK

Founding Partner / York Howell & Guymon

Mart Green

Mart is the Ministry Investment Officer and Board Chair for Hobby Lobby and is the founder of Mardel Christian and Education Supply stores. His retail career began with his parents, who founded Hobby Lobby in their home, they now have over 800 stores in 47 states.  He is also a leading champion of illumiNations, a collective impact alliance, working to eradicate Bible poverty by 2033.  Mart and his wife, Diana, live in Oklahoma. They have four children, four children-in-law and ten grandchildren.

 

Tom Conway 

Tom has four children and nine grandchildren and a passion to help families create and build a family legacy that will carry on for generations to come. Tom is a CPA by training whose career has led him serve with numerous financial service and ministry organizations such as Ernst & Young, Cru, Ronald Blue & Co., Perimeter Church, Generous Giving, Inc., National Christian Foundation, Kingdom Advisors, and Haggai Institute.  Tom is a Qualified Kingdom Advisor (QKA™) and contributing author to two books: unHERITAGE – The 11 Pitfalls of Family Legacy and How to Avoid Them and unPREPARED – 14 Elements of Successful Wealth Transfer. Living and serving in Africa for a number of years and working extensively in Europe, Asia, and Russia enhanced Tom’s global Christian perspective. Tom and his wife Susan have been married for 40 years and live in Atlanta, Georgia with their Down Syndrome daughter, Pamela Joy.

 

Eric & Jennifer Garcia

Eric and Jennifer Garcia are the cofounders of the Relational Wealth Advisors™ and coauthors of the Couple-to-Couple Marriage Mentoring Ministry Model and Training Program, and Marriage and Family Ministry Made Simple. Their passion is impacting future generations by transforming marriages and families today! They are nationally known speakers on building healthy marriages and strong family relationships. Since 2008, they have focused on serving high net worth and ultra-high net worth families and training professionals in the Relational Wealth Process™, and Family University™ (educating NEXT GEN Heirs). Eric and Jennifer have been married since 1991. They have four adult children, and live in Phoenix, Arizona.

 

Bill High

Bill is CEO of The Signatry: A Global Christian Foundation. He works with donors, ministries and financial advisors, with a focus on business owners who are looking to sell and/or transition their business to the next generation. He has been recognized as one of America’s Top 25 Philanthropy Speakers. Recent books include Charity Shock: Ten Critical Trends Revolutionizing Fundraising and a book co-authored with David Green, CEO and Founder of Hobby Lobby, called Giving It All Away…And Getting It All Back Again: The Way of Living Generously.

David R. York

David is a Co-Founder and Managing Partner of the Salt Lake City law firm York Howell & Guymon. He has extensive experience in designing and implementing advanced tax and estate planning strategies for high net worth clients, along with non-profit and business planning counsel. David is a CPA and Fellow with the American College of Trust and Estate Counsel (ACTEC), a member of the Utah State Bar Budget and Finance Committee, and former Chair of the Utah State Bar Estate Planning Section. Listed as a Mountain States Rising Star in Super Lawyers Magazine, David York has been regularly named to Utah Business Magazine’s Utah Legal Elite in the field of Estate Planning and is a Top-Rated Lawyer in Trusts & Estates with Martindale- Hubbell. York Howell & Guymon was celebrated as one of Utah’s Fast 50: Emerging 8 companies in 2016 and is ranked #1,073 on Inc. 5000’s Fastest Growing Companies in America. David is co-author of Entrusted: Building A Legacy That Lasts and creator of the Experience RivetsTM Core Values card game. Outside of the office David enjoys biking, basketball, softball, photography and spending time with his wife Mindy and their five children, Emma, John, Samuel, Hudson and Avery.

BREAKOUT SPEAKERS

Mr. Pratt has been active in the financial services industry for 40 years. He is president of Pratt Legacy Advisors and also serves as Chief Ambassador for the International Association of Advisors in Philanthropy. Earning his CAP in 2006, Mr. Pratt currently counsels families in responsible wealth transition to charities. He also speaks to audiences around the country on wealth preservation and stewardship.

Thea joined the Paradiem team in 2012 and currently serves as the Vice President of Legacy Planning. In her role, she heads up our Family Legacy division, working alongside families to better communicate and bring family unity and involvement in the planning process. Thea has a bachelor’s degree in English and a minor in Psychology from Indiana University. Her degree, along with her diverse work history, gives her a unique and creative approach to projects, processes, and working with family dynamics. She has a gift for working with all personality types and seeing the beauty in differences.

Before joining Paradiem, Thea worked in management and project coordination for a startup tech company. She felt her previous position was missing the element of working more closely with people and families, which is her true passion.

In her down time, Thea, her husband Dan, and son Jackson, enjoy spending time with family and friends. They share a love for the Cubs and are dabbling in golf. Thea was previously a member of Junior League and has a heart for helping and serving others.

Jay Stringer is a licensed mental health counselor, ordained minister, and author of Unwanted: How Sexual Brokenness Reveals Our Way to Healing. This multiyear research project addresses the key drivers of unwanted sexual behavior; conducted on over 3,800 men and women, it is among the most comprehensive studies of the subject. Additionally, Jay recently helped create the film Journey into the Heart of Man, a 5-month online curriculum for men and women struggling with sexual brokenness. Jay lives in Seattle, WA with his wife Heather and their two children.

In 2014, Jim founded Underwood Advisors, LLC. It is a boutique CPA firm that advises high net worth, multi-generational families needing clarity regarding what to do with their wealth. Focused on the values of the family and their “valuables”, he works collaboratively with families and their advisors to bring their finances in alignment with their future goals and values.

Timothy J. (Tim) Seneff currently resides in Central Florida with his wife and five kids, where he serves as the President of National Christian Foundation Orlando. He previously served as the President of his family owned business, CNL Financial Group. Tim and his family have traveled extensively, living in both the U.K. and Australia.

The right reverend, sir Markus Conklin XIII has single handedly rewritten American business history through his laid-back demeanor and monk-like listening skills. (AKA bio coming soon)

Peter Kubasek is Founder and Managing Partner of the investment banking boutique, ArkMalibu, through which Peter has been closely involved in 500+ merger and acquisition projects, representing billions in transactional value. He is also a  member of the national Young Presidents’ Organization, the Cincinnati Association for Corporate Growth and the Business Growth Alliance Affiliate Board. Peter and his wife, Maryam, have been married for 33 years. They have two sons, Hudson and Luke, who love the game of hockey.

J. Kelly is Founder and Chief Visionary of Wealth Legacy Group, Inc. For over thirty years, he has specialized in the diverse planning needs of closely-held business and professional families. Through his proprietary and comprehensive process, R. J. helps clarify what matters most to clients. Having clarity brings prioritizing of goals. Having crystalized goals brings confidence which inspires action and results.

Tina Lovejoy is the Director of Entrusted Planning at estate planning law firm York, Howell & Guymon in Salt Lake City, UT. Tina draws from her background in writing, business consulting, and opera to help high net worth families and businesses unearth their core values. She then helps clients integrate their themes into their estate planning, charitable giving, and business succession planning.

Bryan helps founders and CEOs align their vision for success with the life they want to live and the legacy they want to leave. By focusing at the intersection of business and psychology, he equips entrepreneurs, families, and organizations with the tools needed to better navigate uncertainty.

Eric and Jennifer Garcia are the founders of the Relational Wealth Advisors (RWA). For 20 years they have served individuals, couples, families, and organizations through advisory services and training in relational processes. Since 2011, Eric and Jennifer have focused on serving high and ultra-high net worth families; their work is anchored in building high trust cultures with and for their clients. As well as creating the Relational Wealth Process (RWP), they are the authors of several marriage and family ministry training series and the creators of the 40 Day Love Dare Online Community, with over 150,000 registered users. Eric and Jennifer live in Phoenix, AZ and have four adult children.

Jeff is the Founder of Stewardship Legacy Coaching and, in 2013, received Kingdom Advisors’ highest award, the Larry Burkett Award. He has over 35 years’ experience in Zero Estate Tax Planning & Multi-Generational Family Legacy Coaching. Jeff is also a ForbesBooks featured Author of Create a Thriving Family Legacy: How to Share your Wisdom and Wealth with Your Children and Grandchildren.

John is a teacher, pastor and non-profit leader. At Alongside Ministries, he leads an equipping team that counsels Christian leaders. Alongside provides counseling retreats to restore health, wellness, passion, and purpose to those who find themselves in a difficult season of ministry.  John holds an M.A. in Biblical History and Historical Geography from Jerusalem University College. He and his wife Melanie bring the ancient world of the Bible to life by teaching at conferences and churches, and leading study tours in Israel.

A man of mythical renown. If Shakespeare could write a sonnet, then perhaps words could describe how amazing Louis is. (AKA bio coming soon)

Mark Hartnett serves as the Managing Director of Argent Family Wealth Services. His practice provides leadership to financially successful families that desire to grow their balance sheet and overcome the proverb “shirtsleeves to shirtsleeves in three generations.” Mark has distinguished himself by becoming a CFP, an AEP, a CPCU, a graduate from the Southern Trust School, and by serving as Chairman of the Estates and Trust section of the Mississippi Bar Association (2008-09). Mark and his wife Jo-Shannon have been married twenty-eight years and live in Oxford, MS. They have three children: Rachael-Catherine, Sam and Eli.

Randy. Fairfax. Enough said. (AKA bio coming soon)

Sarah is the Private Client Manager at Archetype Wealth Partners in Houston, TX. She began her career as a CPA with PricewaterhouseCoopers before joining the team at Archetype. Sarah walks families through a process to address and overcome the technical and relational risks that threaten their wealth and well-being so that they might thrive across multiple generations.

After years of managing people’s middle school kids as a youth pastor, Todd decided it couldn’t be any harder to instead manage their money as a financial planner – I mean, really, how different could it be? Perhaps as a contrast to working as an executive in a wealth management firm, Todd’s fun side found rather odd outlets through things such as a backyard chicken farm (he lives in the suburbs), a taste for wearing old school plaid pants (stop by the office and see), and of course his prize collection of crayon art (donated by four small artists who live in his home). Todd is married to his beautiful wife Janelle, and she thinks that Todd finally found the perfect union of his pastor’s heart and his business mind when he became president of Family Meridian.

VENUE

70 Yorktown Shopping Center
Lombard, IL 60148

(630) 719-8000

 Click here to get our special group rate of $149. However, the discount is only valid before April 16!

A special group rate of $149 per night will be available starting in December 2018.  More information will be sent to you once you register. However, if you want to call directly, mention Family Meridian to get the discount.

Click here to check out more about the Westin.

O’Hare Airport is within 17 miles of the Westin and Midway Airport is within 25 miles.

Click here to learn more about airport transfer.

SCHEDULE

Day 1 – Tuesday, May 7

Stop by registration to pick up your name tag and registration materials, which may include: a kitten to cuddle, commemorative fridge magnet of beloved founder Jerry Nuerge and limited edition DeKruyter “nasty” plaid pants.

Todd DeKruyter, President & Chief Whimsy Officer of Family Meridian, will lay a foundation for our time together to kick off the conference. We will have introductions and interactive time, so you can get to know who is here. 

Enjoy dinner and connection before we hear from Mart Green, Ministry Investment Officer of Hobby Lobby. Mart will share a vision of partnership through the story of Illuminations as well as offer insights into how the Green family engaged in these legacy conversations.

Connect with other attendees while enjoying delicious, outrageously awesome, tasty treats. Are they seriously that good? We’ll find out, but the catering company tells us they’re awesome.

Day 2 – Wednesday, May 8

Start your day off well with a hearty breakfast. (It probably won’t be as tasty as dessert last night, but remember what your mom said about breakfast being the most important meal of the day – blah, blah, blah). Come and go as you please.

Join a time of prayer, led by Catherine Muthey, Family Meridian’s Chief Prayer Warrior and star of the I Like Giving video, I Like Car. Many of us who pray with her weekly regard it as the highlight of our week. You won’t want to miss this powerful time together.

We will officially begin our day with morning devotions, led by John DeKruyter. John has an MA in Biblical History and Historical Geography, which he will use to give unique contextual perspective for how we read the Bible.

Partnerships are difficult. Throw in some big personalities and different compensation structures, and you have a potential disaster on your hands. Tom Conway will join Eric & Jennifer Garcia for a discussion on how to partner well. 

Drink coffee, stretch your legs and enjoy a performance by Todd. Please vote for your favored entertainment style: 1) Sword swallowing 2) Todd’s dynamic routine from his college cheerleading days 3) The U of M fight song on the bagpipes (please vote early as he needs to start learning the bagpipes soon). 

A Harvard Business School-style case study, led by David Bentall. 

Enjoy lunch and connect with peers. Or feel free to grab lunch quickly and enjoy some free time before the afternoon sessions kick off.

  • The Power of Questions to Deepen Client Engagement: Ask good questions, and listen well
  • Panel discussion with R. J. Kelly, Alan Pratt & Jim Underwood
  •  
  •  
  • The Emotional and Psychological Dimensions of Selling a Business
  • Peter Kubasek

 

  • Brokenness and Addiction: How Pain Leads to Freedom
  • Jay Stringer
  • Right Brain Compensation: 3 Models
  • Panel discussion with Sarah Bradley, Bryan Clifton & Tina Lovejoy
 
  • Enriching Family Connection
  • Panel discussion with Jeff Rogers, & Thea Lowery 
 
Reframing Family Success
Mark Harnet
  • Six Secrets to a Lasting Marriage
  • Gary and Barb Rosberg
 
 
The Power of Messaging: Simplifying the Complex
Louis Upkins

 

  • A Gen 2’s Perspective on Family, Legacy and Wealth Transfer
  • Tim Seneff

Enjoy dinner and an opportunity to network with peers at TopGolf

Enjoy an evening of entertainment and fun! If you haven’t enjoyed a round at TopGolf yet, this will be a night to remember. Seriously, even those who don’t like golf at all, love TopGolf.

Day 3 – Thursday, May 9

Start your day off well with a hearty breakfast – BYOA (bring your own Advil). If you are hobbling to breakfast, we’ll know you might be past your TopGolf prime.

Another chance to pray with your peers, led by Catherine Muthey, Family Meridian’s Chief Prayer Warrior and star of the I Like Giving video, I Like Car

We will officially begin our day with morning devotions. The speaker will be announced soon.

Bill High, author and CEO of Signatry, will lead our time in discussion about legacy. This will include practical, field-tested advice from Bill’s tenure with high capacity families.

David York. Casting a Vision for Wealth and Its Purpose Estate planning today is based on three fundamental assumptions. First, a person’s wealth can be summarized on a balance sheet. Second, if transferring some financial wealth is good, then transferring more is better. Third, the first place you should go to do your estate planning is an estate planner. What if all of these fundamental assumptions are actually all fundamentally wrong? The keynote will discuss what is wrong with current estate planning and how it can be fixed. It will discuss the importance of capturing and transferring human capital, how to maximize the benefits of financial wealth transfer, and what can be done with excess financial resources. It will also review the Seven Disciplines that successful families follow to effectively transfer holistic wealth on a multi-generational basis.

Family Meridian President, Todd DeKruyter will rock the house. This session will include moving towards action and implementation from our time together.

If you’re staying around with us, grab lunch somewhere before the Cubs game.

Grab some peanuts and crackerjacks, and meet us at the most iconic diamond in all of baseball. Guests are responsible for their own transportation and cost of ticket.