LARRY KUDLOW Fireside Chat | Interview Thursday, October 8, 2:00pm EDT Interview by Raymond Arroyo Lawrence A. Kudlow serves as Assistant to the President for Economic Policy and Director of the National Economic Council. He leads the coordination of President Donald J. Trump’s domestic and global economic policy agenda. During President Trump’s campaign, Mr. Kudlow served as a tax and economic advisor. Prior to the White House, Mr. Kudlow was a CNBC Senior Contributor and host of CNBC’s primetime show “The Kudlow Report.” He also served as chief economist and senior managing director of Bear Stearns & Company. During President Reagan’s first term, Mr. Kudlow was associate director for economics and planning at the Office of Management and Budget, where he was engaged in the development of the Administration’s economic and budget policy. He started his career at the Federal Reserve Bank of New York. Mr. Kudlow has been a nationally syndicated columnist. He was a senior editor of National Review magazine, as well as a columnist and economics editor for National Review Online. He is also the author of “JFK and the Reagan Revolution: A Secret History of American Prosperity” and “American Abundance: The New Economic and Moral Prosperity.” He previously served as the president of St. Patrick’s Church Parish Council in Redding, Connecticut and on the Fordham University Board of Trustees. Mr. Kudlow has won numerous awards, including the Bishop’s Humanitarian Award from the Catholic Charities of Brooklyn & Queens, the New York Police Department Holy Name Society’s Lifetime Achievement Award, and the Ambassadors for Mission Award from the Pontifical Mission Societies of the United States. Mr. Kudlow was educated at the University of Rochester and Princeton University’s Woodrow Wilson School of Public and International Affairs. Visit the Legatus bookstore for titles recommended by this speaker: (Premium Pass holders receive10% discount) JFK & the Reagan Revolution: A Secret History of American Prosperity
TILLIE HIDALGO LIMA From Cuba to CEO: My Faith Journey Starting with the harrowing story of her and her parents’ escape from communist Cuba in 1961, Tillie Hidalgo Lima shares her journey from pharmacist, wife and mother, to CEO, business owner and ambassador for Christ, and the values that inspired her to persevere. Tillie leads Best Upon Request (BEST), a certified Minority and Women Business Enterprise, and Great Place to Work-Certified™ company, headquartered in Cincinnati, Ohio. In business since 1989, BEST partners with organizations nationwide to provide virtual, mobile and on- site concierge services to its employees, including specialized services for working mothers and physicians, as an employer-paid benefit. By helping employees save time and decrease stress, BEST improves recruitment and retention, engagement and work-life integration. In healthcare, BEST serves patient families to improve the patient experience by attending to non-medical needs. Patient concierge programs are tailored for Emergency Departments, Mother/Baby Units, and children’s hospitals. Born in Cuba, Tillie and her parents escaped to find freedom in the United States, by the grace of God. Coming with only 10 pesos, her parents taught her resourcefulness and determination, and laid the foundation for her Catholic faith. After graduating from the University of Cincinnati, Tillie was a pharmacist for 13 years before coming to BEST as vice president of operations. She became president/CEO in 2003. Tillie is a member of the St. Elizabeth Healthcare Board of Trustees in Northern Kentucky and a member of the Cincinnati Chapter of Legatus. Tillie and her husband, Dave, reside in Loveland, Ohio, and have three daughters. Tillie lives by the 7 Fs: Faith, Family, Friends, Financial Strength, Fitness, Freedom and Fun. Click here to visit the Best Upon Request website 49
CHARLES LIMANDRI Current Challenges to Religious Liberty Charles LiMandri is a renowned and successful attorney who is admitted to practice before the United States Supreme Court. He is a member of the Million Dollar Advocates Circle (for obtaining verdicts and settlements in excess of a million dollars) and holds the highest (A. V.) rating for legal skills and ethics in the Martindale-Hubbell national directory of attorneys. He also is listed in the Bar Register of Preeminent Lawyers. He is a member of both the American Board of Trial Advocates and the National Board of Trial Advocacy, and he is President and Chief Counsel of the Freedom of Conscience Defense Fund. Mr. LiMandri’s professional affiliations include the American Bar Association, State Bar of California, District of Columbia Bar Association, National Italian-American Bar Association, San Diego Trial Lawyers Association, Thomas More Society of America, Association of Southern California Defense Counsel, Rancho Santa Fe Rotary Club (President 1999-2000), and the Thomas More Society of San Diego (President, 2001). He is a past President of the University of San Diego’s National Alumni Association and a recipient of USD’s Outstanding Alumni Service Award (1997). He is also a former member of the Board of Directors of the Center for Thomas More Studies based in Dallas. Mr. LiMandri received the Ronald Reagan Gold Medal for service to the Republican National Party for 2004 and 2005. He is a past President of the San Diego chapter of Legatus and received the prestigious Ambassador of the Year award for 2005. He has also been given various public service awards by other Catholic and Christian organizations. Click here to visit the LiMandri & Jonna LLP website
SEAN MAGENNIS Become an Inspired Leader 5 Foundational attributes of Servant Leadership. Sean Magennis is the Chief Executive Officer of Capital 54. He contributes 30 years of experience to entrepreneurs in growing professional services business domestically and globally through growth strategies, turnarounds, acquisitions, and financings. Sean supports the Capital 54 portfolio company CEOs, the investment sourcing, screening, and due diligence, and the implementation of our proven proprietary growth and exit process. Prior to Capital 54 Sean led a global and diverse team, serving over 30,000 CEOs in 138 countries with combined annual revenues of US$9 trillion and a 96% annual retention rate, as the Global President and COO of YPO, an organization with an enviable history. Sean began his business career in management at Dow Chemicals Ltd. He ran a professional services firm for 14 years focused on organizational development consulting, people assessment and executive search, which grew to encompass operations in Canada, the USA and Mexico, serving several thousand clients. He has experience with real estate platforms, electricity infrastructure development and financial services. Sean is a past Global President of EO, Entrepreneurs Organization, and an active YPO member. Click here to visit the Capital 54 website 51
MIKE McCARTNEY Become a Better Leader: Do You Know How? Mike McCartney is an executive coach who helps successful people become better leaders. He’s coached leaders at all levels, from Fortune 500 C-suites to family businesses, and spoken to over 40 Legatus chapters coast-to-coast. He spoke at the Legatus 2020 Summit East and has keynoted and emceed other Catholic conferences. Mike has been a leadership coach 13 years with his own company, McCartney Coaching, and a Master Coach with Marshall Goldsmith—one of a select few in the largest network of leadership coaches. He’s also an executive coach with University of Michigan and a visiting lecturer with University of Toledo. He’s a graduate of The Ohio State University. Mike is a Legatus member and served on the International Board of Governors. He’s been married to Molly for 41 years; they have 7 children and are active in their parish and the pro-life movement. Click here to visit the McCartney Coaching website
CHRIS McMAHON Using God’s Gifts Chris will discuss how he and his wife are trying to effectively advance God’s Kingdom. Chris McMahon entered the financial services business as a senior at Duquesne University. He currently serves as the president of MFA Wealth, a concierge level SEC Registered Investment advisor with offices in Pennsylvania and Florida. MFA Wealth has been named a top wealth management firm in the US for the last 4 years by Advisor HQ. In addition, Chris was recently honored by the Pittsburgh business times as a top CEO in western Pennsylvania Chris and his wife, Molly, have been married for 31 years and have five adult children. Recently, Molly and Chris fulfilled a lifelong dream inspired by the Sisters of Life by opening Mary’s Place for expectant moms in Pittsburgh. Chris serves as the Vice Chair of Legatus. He also serves on the board and investment committees of Duquesne University and The Little Sisters of the Poor- Pittsburgh. He is also active with the Knights of Columbus. Chris is active in marital arts holding 4 black belts. He and Molly work closely to effectively deploy the Gifts given to them by God. Click here to visit the MFA Wealth website 53
Dr. MATTHEW McWHORTER LIVE Q&A | Intersection Between the Religious and the Professional Dimensions Thursday, October 8, 4:00pm EDT Interviewed by Gregory Goehner Dr. Matthew McWhorter has an M.A. in philosophy and a Ph.D. in Roman Catholic theology. He has taught graduate and undergraduate philosophy and theology courses for Georgia State University, Ave Maria University, Catholic Distance University, and Holy Spirit College. Dr. McWhorter conducts research in theological/philosophical anthropology as well as in fundamental moral theology/philosophical ethics. His past research has focused especially upon the thought of St. Thomas Aquinas. His studies have appeared in academic journals such as The Irish Theological Quarterly, The Heythrop Journal, Studies in Christian Ethics, and others. He resides with his wife and three children near Atlanta, GA. Current research interests include exploring methodology in theology and philosophy in relation to cognitive functioning, hermeneutics, and the development of virtue; considering the relationship between cognitive functioning and the emotions; and examining the historical basis in the Catholic intellectual tradition for proscribing certain kinds of human acts as intrinsic moral evils. Click here to visit the Divine Mercy University website
TOM MONAGHAN Fireside Chat | Faith, Business, & Stakeholders Friday, October 9, 12:00pm EDT Panelists: Tom Monaghan and Peter Coors Moderator: Al Kresta Founder of Domino’s Pizza and former owner of the Detroit Tigers baseball franchise, Thomas S. Monaghan now devotes his full-time attention to non-profit endeavors, specifically focused on supporting Catholic higher education. This work is facilitated by the Ave Maria Foundation, through which Ave Maria University, Ave Maria School of Law, the Thomas More Law Center, and Legatus International were established. Tom was born in Ann Arbor in 1937. His father died four years later, ushering in a childhood spent largely in an orphanage and a succession of foster homes. After graduating from Ann Arbor’s St. Thomas High School, and enrolling at Ferris State University, Monaghan enlisted in the U.S. Marine Corps in 1956. Honorably discharged three years later, he returned to Ann Arbor to pursue a degree in architecture. While a student, Monaghan founded Domino’s Pizza. By 1998, Domino’s had 6,250 stores, and ranked as the world’s largest pizza delivery chain. The story behind Domino’s Pizza (including the many obstacles and setbacks Monaghan overcame and the path he took to success) was compiled his 1986 autobiography, Pizza Tiger (Random House). He sold Domino’s Pizza in 1998 leaving behind its day-to-day operations, which he had overseen for 38 years. In 2016 Tan Books published Monaghan, A Life, an authorized biography by Joseph Pearce. Monaghan has received honorary degrees from thirteen universities around the country, and in March of 2000, he was named an Honorary Fellow of Magdalene College within Britain’s University of Cambridge. Monaghan and his wife, Marjorie, have four daughters, ten grandchildren and four great-grandchildren. 55
STEVE MOSHER Ethical Problems in Doing Business with China Americans hoped that China’s opening to the West would lead to the peaceful evolution of that country into a free market democracy that would respect the human rights of its own people and become a responsible member of the international community. Instead, as China has become more powerful, the ruling communist party has become more tyrannical at home and more aggressive abroad. Is it still ethically permissible to do business in or with China. Should the U.S. policy be one of complete economic decoupling? Steven W. Mosher is an internationally recognized authority on China. While completing his Ph.D. degree at Stanford University, he was selected to be the first American social scientist allowed to conduct on the ground research in the PRC since the Communist Revolution. He has authored a number of books on China, including Bully of Asia: Why China’s Dream is the New Threat to World Order. He is a member of Legatus, and is currently serving on the Advisory Group for Catholic Trump 2020. Visit the Legatus bookstore for titles recommended by this speaker: (Premium Pass holders receive10% discount) Bully of Asia
MICK MULVANEY LIVE Roundtable: Navigating our Faith in the Current Climate Thursday, October 8, 6:30pm EDT Panelists: Brian Burch, Rep. Andy Harris, Bishop Donald Hying & Mick Mulvaney Moderator: Stephen Peroutka John Michael “Mick” Mulvaney is a Representative from South Carolina, he was born in Alexandria, Va. In 1967. Mr. Mulvaney graduated from Charlotte Catholic High School in Charlotte, N.C. He attended Georgetown University and received a Bachelor of Science in Foreign Service. He obtained his J.D. from the University of North Carolina in 1992. After his graduation, he worked as a lawyer, and at his family’s real estate business. From 2007 to 2009 he was a member of the South Carolina State House of Representatives. From 2009-2010 he was a member of the South Carolina State Senate. He was then elected as a Republican to the One Hundred Twelfth and to the three succeeding Congresses until his resignation on February 16, 2017. In 2017 he became the Director of the Office of Management and Budget under President Donald J. Trump, and the Acting White House Chief of Staff from 2019-2020. Mr. Mulvaney is currently the United States Special Envoy for Northern Ireland. 57
Dr. MICHAEL NAUGHTON The Vocation of the Business Leader Issued by the Vatican’s Dicastery for Promoting Integral Human Development, the Vocation of the Business Leader brings to bear the richness of Catholic Social Teaching to business in an accessible and practical fashion. The document has been translated into 15 languages and it is used in faith and business groups and Catholic universities around the world. Dr. Michael Naughton, who served on the drafting committee for this document, will walk you through some of the key insights of the document helping you to see the profound wisdom of the Church’s teaching on the meaning of vocation and its relationship to the good business does. Dr. Michael Naughton is the director of the Center for Catholic Studies at the University of St. Thomas (Minnesota, US) where he holds the Koch Chair in Catholic Studies and is a full professor in the department of Catholic Studies. He also taught in the College of Business for over 20 years. Author, co-author and co-editor of 12 books and monographs and over 60 articles, his most recent book is Getting Work Right: Labor and Leisure in a Fragmented World (2019). His next book is called What We Hold in Trust: Rediscovering the Purpose of Catholic Higher Education (due out November 2020, The Catholic University of America Press, coauthors Don Briel and Ken Goodpaster). He serves on multiple boards including as board chair for Reell Precision Manufacturing, which has plants and offices in the US, Europe and Asia and the board of trustees at the University of Mary and Catholic Eldercare. Click here to visit the Center for Catholic Studies website
KATHLEEN NESET Energy, Geology, and God A brief discussion about our energy policy - with guidance from above. Kathleen Neset is Owner and President of NESET Consulting which provides Engineering and Geologic and Geo-steering services and expertise to the oil industry since 1980. She received a bachelor’s degree in geology from Brown University and continues to work in this field with operations throughout the Northern Rockies. Kathleen is the current Chair of the ND Petroleum Council. She serves on the Board of Directors of the Federal Reserve Bank of Minneapolis and is past president and current member of the ND State Board of Higher Education. She is a certified Women’s Business Enterprise National Council professional. She serves on the UND Petroleum Engineering Industry Advisory Committee. Kathleen was a participant at the US Army War College National Security Seminar week, and each year since she presents at the US Army War College Seminar on Energy and National Security. Kathleen was awarded the Prairie Business Top 25 Women in Business Award, the 2015 Williston Regional Economic Development Corporation Ambassador of the Year Award and the 2014 API Energy Outstanding Achievement Award for the Williston Basin Chapter. In September 2015, Kathleen was inducted into the North Dakota Petroleum Council Hall of Fame. In November 2015, she received the Williston Basin Chapter Lifetime Achievement Award. Kathleen was awarded the Virtuous Leadership Award from the University of Mary, Bismarck, ND in 2017. Click here to visit the Neset website 59
TIMOTHY NIELSEN Venture Fidelis: Building a New Catholic Business Ecosystem that Merges Success with Sanctification An increasingly secularized society is making it more and more difficult for Catholics to live a fully integrated life where their faith shapes all of their choices, even within the realm of business. Recent court battles over Catholic moral issues of employer-funded contraception, sterilization, and abortion serve as examples of how a secularizing culture inhibits business leaders seeking to live vocations in accord with their Christian principles. One way that Catholics can work to counter this is through the creation of a new class of American business with a distinctive Catholic identity that is clearly defined, explicitly stated, and legally expressed. Such a movement will provide much needed legal protection for Catholic businesses, help entrepreneurs stay true to their faith, and also serve as a means to form a systematic network of support for Catholic businesses across the nation. Timothy (T.J.) Nielsen, Executive Director and co-founder of the CEC, holds a BA in history from Hillsdale College and an MA in Theology from Holy Apostles College and Seminary in Cromwell, Connecticut. T.J., who grew up in Arizona, moved to Upstate South Carolina to attend graduate school at Clemson University and then taught history and theology for five years in Catholic schools in Greenville. In July 2013 he became the Pastoral Associate at St. Mary’s Church in Greenville, South Carolina, where he and his wife, Alycia, live with their five children. T.J. is a lay member of the Dominican Order and in 2014 he co-founded the CEC, and now serves as Executive Director. In 2017, T.J. launched Venture Fidelis as an initiative of the CEC to help Catholics better live out their faith in the workplace. T.J. is a frequent speaker at conferences, parishes, and Legatus chapters. Click here to visit the Venture Fidelis website
at work and at home, even in the to A B O U TJOHN OBERG J O How Great Relationships are Linked to Peak PerformaJnocehn is a successful e John Oberg is an advisor, speaker, founder, and investor focused in Austin, Texas. He’on helping professionals build more meaningful relationships to achieve exceptional business results. professional interactJohn Oberg is a co-founder and board director of Sedera Health, a fast-growing technology company based in Austin, Texas. authentic relationshiFor the past 12 years, John has been a mentor, advisor, consultant and coach to hundreds of organizations, including early-stage companies, those with 50+ billion in revenue, nonprofits personal fulfillment.and the U.S. military. Prior to his role as an advisor, he managed organizations ranging from startups to those with more than 1000 employees. John focuses on helping companies solve problems that impede management performance and revenue scalability. He takes a merit- based approach to improving performance and alignment, using objective measurement and a human touch. John was born and raised in Los Angeles, California. He currently lives with his family in Austin, where you’ll find him engaging in many outdoor activities. When traveling, he also enjoys scuba diving and golf, and has recently taken to hunting and fishing. He is a second- degree black belt in orthodox karate. John holds an undergraduate degree in university studies, combining studies in biology with business, informing his scientific approach to solving problems. He earned an MBA with foci in strategic management of technology and policy and planning. 512.92 Click here to visit John Oberg’s website 61
MIKE PACER Identifying Rather Than Being Identified Mike shares insights gained during his journey from life as a successful Chicago trial attorney, to that of an itinerant evangelizer with his wife Lori, to his current vocation as President of a company providing a wide range physical and technological business solutions for Catholic Companies across the United States and abroad. Mike challenges his listeners to look at their business and home and come to a better/deeper answer to the basic questions: “Who am I? What am I doing? Where am I going? How will I get there?” Mike Pacer practiced as a successful Chicago trial lawyer for fourteen years before hearing a call from God to “just leave.” Entrusting their futures and their young boys into God’s hands, Mike and his wife Lori left their comfortable lives and headed out into the unknown. This trust walk over the past 16 years has led Mike to a life as a dynamic international speaker, award-winning author, retreat facilitator, and parish mission leader. He has also served as a Marriage Tribunal Advocate. Mike is the President of 5 Stones, a not for profit that partners with Catholic organizations, providing them tools to magnify their message and evangelize the world. Along with Lori, Mike is a Co-Director of Evangelize All Ministries, an apostolate that promotes God Is! – a powerful plan for parish evangelization and renewal. He is the author of two books, Mercy and Hope and Prayers for Catholic Men. Mike received his Master’s in Theology from Holy Apostles College and Seminary. Visit the Legatus bookstore for titles recommended by this speaker: (Premium Pass holders receive10% discount) Mercy and Hope Prayers for Catholic Men Click here to visit the 5 Stones website
DIANA PARENT Family Legacy Vs. Family Wealth Intentional action plan to building Family Legacy while building Family Wealth. Diana Parent is the CEO and President of Parke Group, a full service commercial real estate corporation and franchisee of SVN. Diana specializes in institutional investment real estate and has amassed sales, capital leasing and development projects exceeding $2 Billion in her career. She has earned the respect as a professional advisor and commodity on “Wall Street” as well as “Main Street”. Diana is recognized as a Top Broker within SVN International, one of the largest commercial real estate companies in the US. They have awarded her with 9 Partner Circle Awards to top 1% of national production and Humanitarian of the Year. In 2011, Chicago based Midwest Real Estate News inducted her to the Midwest Hall of Fame making her the youngest woman ever inducted. As a Certified Commercial Investment Manager with a long list of Institutional clients she is recognized authority among Asset Manager as a reliable resource. Although she appreciates the professional accolades, she is most proud of her family and work on community boards and organizations. Diana is anchored by her 5 children and husband, Dr. Chad Parent, who principally reside in Indiana. Their family is actively involved in St. Vincent de Paul Parish and School, Bishop Dwenger High School, various Family Foundations and Young Presidents Organization (YPO). She proudly serves as a Governor on the BOG for Legatus International. Click here to visit the Parke Group website 63
STEPHEN PEROUTKA LIVE Roundtable: Navigating our Faith in the Current Climate Thursday, October 8, 6:30pm EDT Panelists: Brian Burch, Rep. Andy Harris, Bishop Donald Hying & Mick Mulvaney Moderator: Stephen Peroutka Steve Peroutka is the managing partner of Peroutka, Miller, Klima & Peters, P.A., a Maryland law firm specializing in creditor’s rights. A graduate of Loyola College in 1977 and University of Baltimore Law School in 1981, Steve has headed his own firm for almost 40 years. For over a decade he also hosted various faith based and pro life radio shows, locally in the Maryland area and nationally on XM Radio. He has been called the “voice of pro life”. He is married to Deborah Peroutka. Together they have seven children and thirteen (make that fourteen) grandchildren, the oldest of which is six. Steve is the current president of the Baltimore Chapter of Legatus. Click here to visit the Peroutka, Miller, Klima & Peters website
STEVE RAY St. Peter: The Businessman LIVE: Thursday, October 8, 12:15pm EDT I will introduce a Peter that people have never met before; not the bumbling denier, but the astute businessman, important civic leader and charismatic CEO. In 1975, Stephen started his own business with a $5 investment and homemade business cards. His building services company, Distinctive Maintenance, grew to over 600 employees at its height. Prior to 1994, neither Steve or his wife Janet had ever set foot in a Catholic Church. After studying many books to convince their best friend and recent convert, Al Kresta, that the early church was evangelical, Steve and Janet backed their way right into the Catholic Church. On Pentecost Sunday, 1994, they entered the Church at Christ the King Parish in Ann Arbor, Michigan. Steve began writing a letter to his father explaining why they became Catholic. This letter soon became the book Crossing the Tiber: Evangelical Protestants Discover the Historic Church, published by Ignatius Press. Since then, Steve’s passion for the depth of truth found within the Catholic tradition has led him to walk away from his business and pursue what he really loves—writing, speaking, producing Catholic films, and leading pilgrimages to biblical lands. Steve is a regular guest on Catholic radio and TV including Catholic Answers, Ave Maria Radio, Relevant Radio, and EWTN. He also writes Bible studies for Catholic Scripture Study International. STEVE RAY Visit the Legatus bookstore for titles recommended by this speaker: Click here to visit Steve Ray’s website (Premium Pass holders receive10% discount) 65 Crossing the Tiber: Evangelical Protestants Discover the Historical Church Upon this Rock: St. Peter and the Primacy of Rome in Scripture and the Early church
STEPHEN RAYMOND Roundtable: Pivoting During COVID LIVE: Friday, October 9, 7:00pm EDT How Businesses are Facing Their Biggest Challenge Moderator: Stephen Raymond Roundtable Participants: John Hale, Kathleen Neset, Juan Pablo Ibarra & Brig Sorber Stephen Raymond is a Managing Director at The DAK Group and heads the Philadelphia office. He brings more than 25 years’ experience working directly with middle-market, closely held business owners, as they explore the sale of their companies, consider an acquisition or need overall M&A Advisory assistance. Click here to visit The DAK Group website
LLOYD REEB Three Ingredients of High-Yield Social Entrepreneurship ‘Inflection Advice’ - helping you be the soil Jesus talked about that produced 100X. We call these ideas Inflection Advice because they will enable you to use your entrepreneurial skills and experience to make a highly leveraged Kingdom impact in your second half of life -- and find more meaning, joy and balance at the same time. Lloyd was a successful real estate developer and owner of luxury senior housing facilities when his idea of success changed dramatically, and his life’s focus shifted to second-half significance. Together with his mentor, the late Bob Buford, Lloyd helped launch the Halftime Institute, a global team that teaches, coaches and connects successful men and women in pursuit of significance. For over 20 years, Lloyd has helped leaders make their second half their best half – he has clocked over 20,000 hours of coaching and has taken this message around the world. Lloyd is the author of From Success to Significance: When the Pursuit of Success Isn’t Enough; The Second Half: Real stories, Real adventures, Real significance; and with his wife, Linda, co-wrote the e-book, Halftime for Couples. Lloyd and Linda enjoy living near Charlotte, NC and have three adult children, two married, and two precious granddaughters. Visit the Legatus bookstore for titles recommended by this speaker: (Premium Pass holders receive10% discount) From Success to Significance: When the Pursuit of Success Isn’t Enough Halftime Click here to visit the Halftime Institute website 67
DR. DWIGHT RISKEY Practicing Humility in a World of Pride Humility is a virtue that often seems inconsistent with or even antithetical to the professional work environment. Nothing could be further from the truth. In my talk I’ll demonstrate with a few personal workplace stories that humility in the professional world can be good for the enrichment of the soul and at the same time beneficial to career development. Dwight founded Riskey Business Solutions/Strop Insights in 2007. Prior to that, he spent 25 years at PepsiCo in a wide variety of leadership roles. Most recently he led Consumer/Customer Insights for all of PepsiCo and was responsible for identifying consumer opportunities for growth. During his tenure he also served as Chief Marketing Officer for three PepsiCo divisions including FritoLay USA, FritoLay International, and PepsiCo Restaurants International. After joining PepsiCo in 1982 as Research Principal Scientist, Dwight held various positions of increasing responsibility in the company’s Research and Development Department. In 1986 he became Director of Marketing Information and was then named Vice President. Dwight next led New Products Development consisting of Marketing Information, New Products and Brand Marketing. Prior to PepsiCo, he was Research Scientist with General Foods. He attended the University of California, Los Angeles, where he received Bachelor’s, Master’s and Doctorate degrees. He completed a postdoctoral fellowship at the University of Pennsylvania and taught at several colleges and universities. Click here to visit the Strop Insights website
GEORGE SCHWARTZ The Spirit of Democratic Capitalism Why Catholics should embrace free enterprise Democracy as opposed to Socialism. George is Chairman and Chief Executive Officer of Schwartz Investment Counsel, Inc., a registered investment adviser (RIA), which he founded in 1980. The Firm started and manages Ave Maria Mutual Funds, the largest family of pro-life, Catholic mutual funds in the country with $2.4 billion in assets under management. George is responsible for the development and implementation of the corporate strategy for the Firm. He is also co-portfolio manager of the Ave Maria Rising Dividend Fund, the Ave Maria Bond Fund and the Schwartz Value Focused Fund. George has a Bachelor of Science degree in Finance from the University of Detroit, is a CFA charterholder, and a Chartered Investment Counselor. He is a member of Legatus, the CFA Society of Detroit, the Economic Club of Detroit, and the CFA Institute and has served on several corporate and philanthropic boards. George is also the author of three books on investing: Shareholder Rebellion, Good Returns and In God We Trust. He is a parishioner at Our Lady of Good Counsel Catholic Church in Plymouth, Michigan. Click here to visit the Schwartz Investment Counsel website 69
O. CARTER SNEAD Catholic Business Leaders as Witnesses to the Truth In this brief lecture, Professor Snead will reflect on the unique role of Catholic Business Leaders as models and moral witnesses to truth, beauty, and goodness for a broken world. Special attention will be given to the dignity of the human person (and human flourishing) and the intrinsic and matchless worth of every human life, from conception to natural death. Carter Snead is Director of the de Nicola Center for Ethics and Culture, Professor of Law, and Concurrent Professor of Political Science at the University of Notre Dame. He is one of the world’s leading authorities on the governance and regulation of biotechnology, science, and medicine in the name of ethical goods. He teaches, writes, and offers public testimony and advice on such issues as abortion, end of life decision making, assisted suicide, embryo research, cloning, and assisted reproduction. He is author of the book, What It Means to be Human: The Case for the Body in Public Bioethics (Harvard University Press 2020). Prior to joining Notre Dame’s faculty, he served as General Counsel to President Bush’s Council on Bioethics. He is an appointed member of the Pontifical Academy for Life (which advises Pope Francis on life issues), and is an elected fellow of the Hastings Center, the oldest private bioethics research institute in the world. Visit the Legatus bookstore for titles recommended by this speaker: (Premium Pass holders receive10% discount) What it Means to Be Human: The case for The Body in Public Bioethics Click here to visit the De Nicola Center for Ethics and Culture website
BRIG SORBER Roundtable: Pivoting During COVID LIVE: Friday, October 9, 7:00pm EDT How Businesses are Facing Their Biggest Challenge Moderator: Stephen Raymond Roundtable Participants: John Hale, Kathleen Neset, Juan Pablo Ibarra & Brig Sorber Brig Sorber is one of the original two men along with younger brother Jon Sorber. The two started the business in the early 1980s in Okemos, Mich. to earn spending money. Using a 1966 pickup truck, the brothers placed an ad in a local shopping guide that read “Men At Work Movers…Two Men and A Truck.” The ad also included a stick figure logo designed by their mother, Mary Ellen Sheets. This logo remains the corporate symbol for the now TWO MEN AND A TRUCK®/INTERNATIONAL, Inc. After he left home to attend Northern Michigan University, Sheets decided to keep the business rolling. Upon graduation, Sorber worked as an insurance agent in Michigan’s upper peninsula. He also operated his own TWO MEN AND A TRUCK® franchise in Marquette with his wife, Francine. In September 1996, the Sorbers sold their franchise to come home to Lansing so they could help Sheets and sister, Melanie Bergeron, restructure the TWO MEN AND A TRUCK system. Sorber then served as a field consultant and was also in charge of franchise recruitment. Brig assumed the role of president in 2007, and became president and CEO in 2009. After serving as Co-CEO with Jon Nobis, Sorber transitioned to Executive Chairman in June 2018. Sorber feels that his experience as a mover, driver and a franchisee helps him to make well-educated decisions that benefit the TWO MEN AND A TRUCK® system as a whole. Click here to visit the Two Men And A Truck website 71
BILL TALERICO Seeing the Dignity of the Human Person in Sales Bill has always loved helping people see and achieve the best versions of themselves. There are many parallels between sales and leadership —both take people on a journey, helping them to see possibilities they didn’t know existed. Bill has held various Sales and Sales Leadership roles in his 20 year career in the Financial and Technology Industries. He has also always had a passion for helping other people grow and realize their full potential. Wanting to focus on People Development full time is what led him to launch Talerico Group. Bill devotes his time and energy to many activities including serving as an Extra-ordinary minister of Holy Communion and on the Pastoral Council at St. Louise de Marillac; serving on the Board of Directors at Seton LaSalle Catholic High School. Bill has previously served on the Board of Directors for Young Life – Urban Pittsburgh, Holy Family Institutes ICCP Board, and the Catholic Men’s Fellowship of Pittsburgh. Bill is a proud graduate of Seton LaSalle Catholic High School and Duquesne University. When not working with clients Bill can be found either on the sidelines coaching one of his children’s activities or in the stands rooting them on. He and his wife, Suzee find great joy in sharing their marriage experiences with engaged couples preparing for the Sacrament of Marriage by serving on the Pre-Cana Team at their parish. Click here to visit the Talerico Group website
KEVIN TWOMEY & DANIEL MASSICK Flourishing in the Workplace Success in the world of work is found at the intersection of dignity and performance, yet so many leaders lead their teams with a strong bias toward one or the other. During our presentation, we will call you on a mission to improve your leadership towards the intersection of dignity and performance utilizing a proven team leadership model. This model borrows lessons from the wisdom of our Catholic tradition and applies them practically to today’s workplace. Kevin and Daniel are Principal Consultants with Table Group. As Principal Consultants, Kevin and Daniel consult to CEOs and their leadership teams to help the organizations become more effective and the employees become more fulfilled. Click here to visit The Table Group website 73
CHRISTINE VALENTINE-OWSIK Be the Catholic People Want to Know Easy-to-implement approaches for making the Catholic faith attractive, admirable, and believable to both Catholics and non-Catholics in your spheres of influence. A leading communications professional for over 35 years, Chris is editor of Legatus Magazine. She has updated the emphasis in each issue to encompass an engaging blend of business, faith, and leisure pieces – all important to Catholic executives and their families seeking to live as exemplary faithful. With decades of journalistic, advertising and public relations experience, Chris has handled publicity campaigns for several major Catholic publishing houses, and her articles have appeared in Catholic and secular magazines. She has been featured in guest interviews on radio networks including EWTN, Ave Maria Radio, and Relevant Radio. She was formerly a Philadephia-area business writer and communications strategist, handling national and international promotional campaigns for companies in varied industries, both on the corporate side and for several major ad agencies. Following a strong reversion to her Catholic faith when raising her young family, she dedicated her full communications effort to the crucial message and invitation of Christ– for Catholics and non-Catholics alike. Click here to visit the Legatus website
Dr. PAUL VOSS Aristotle or Plato? Role Models for Catholic Business Excellence? This program examines two views of creating the good, true, and beautiful in the world of business by examining the distinct philosophies of Plato and Aristotle and arguing for a synthesis between the two as formulated by St. Thomas Aquinas. Dr. Paul J. Voss is President of Ethikos (a consultancy specializing in culture, leadership, and executive coaching) and an Associate Professor at Georgia State University. A gifted public speaker and award-winning teacher, Dr. Voss offers courses on Shakespeare, Dante, Business Ethics, Renaissance Literature, and the History of the Book. He publishes on a wide variety of topics (for both academic audiences and for the popular press) and regularly appears on television and radio programs. He was recently profiled in the Wall Street Journal. His work on leadership, culture, business ethics, coaching, public service, and corporate stewardship builds on 2500 years of intellectual history. His dynamic seminars, coupled with a compelling and thought-provoking curriculum, receive among the highest evaluations in the industry. His clients include the FBI, Cox Communications, Manheim Automotive, General Electric Energy, McKesson, Mizuno, Chick-Fil-A, Chubb Insurance, Foot Locker, FedEx, the National Institute of Health, and many others. In March 2019, he addressed the Executive Session at the NATO Supreme Command Headquarters (Special Forces) in Belgium. It is believed he is the first professor of literature ever invited to address NATO. Professor Voss and his wife Mary have five children and live in suburban Atlanta. Click here to visit the Ethikos website 75
TIM WATKINS Sacramentalism in the Office Learn the Whats, Hows and Whys for Marketing Your Faith Tim Watkins was Renegade Communication’s founding investor in 1988, joining the firm full time in 1991. As Chief Executive Officer, the small firm transformed into a multi-faceted creative strategic advertising and marketing communications company. Tim created Messenger Eagle Communications, a Catholic fundraising and communications consulting firm. Tim co-directed, co-wrote, and produced the four-time award-winning In the Face of Evil: Reagan’s War in Word and Deed and a film on the apparition of Our Lady of Guadalupe, The Blood & The Rose. His other credits include: Distant Signals, the short film PUSH, and A Shortstop in China. Tim was co-founder of Grace Before Meals, a movement co-founded with Fr. Leo Patalinghug. Tim is currently in production with Cardinal Müller on a new effort titled the Sacramental Institute that will educate and reinforce the importance of the Sacraments in our lives. In addition to building and leading a successful strategic and creative marketing communications firm, Tim also holds active leadership positions on many business, community and faith-based boards and committees, including the Fellowship of Catholic University Students, Maryland Film Industry Commission, Itineris of Baltimore, Baltimore Legatus, Catholic Charities of Baltimore, Catholic Charities of the Archdiocese of Washington, capital campaign chair for a new Newman Center at Towson University in the Archdiocese of Baltimore and the Million Rosary March. In 2014, Tim was installed as a Knight of the Equestrian Order of the Holy Sepulchre by His Eminence Edwin Cardinal O’Brien. Tim and Susan, his wife of 32 years, live in the Baltimore suburbs and are the proud parents of three children and two grandchildren. MESSENGER EAGLE COMMUNICATIONS Click here to visit the Messenger Eagle Communications website
GEORGE WEIGEL What Business Leaders Can Do to Help Heal, Reform and Lead our Country What business leaders can do to help heal, reform and lead our country in this moment of great peril but also of great opportunity. George Weigel, Distinguished Senior Fellow of the Ethics and Public Policy Center, is a Catholic theologian and one of America’s leading public intellectuals. He holds EPPC’s William E. Simon Chair in Catholic Studies. From 1989-1996, Mr. Weigel was president of the Ethics and Public Policy Center, where he led a wide-ranging, ecumenical and inter-religious program of research and publication on foreign and domestic policy issues. Mr. Weigel is best known for his acclaimed biography of Pope St. John Paul II, the New York Times bestseller, Witness to Hope, and its sequel, The End and the Beginning. In 2017, Weigel published a memoir of the experiences that led to his papal biography: Lessons in Hope — My Unexpected Life with St. John Paul II. He has authored over 20 other books, including The Cube and the Cathedral: Europe, America, and Politics Without God; Evangelical Catholicism: Deep Reform in the 21st-Century Church; Roman Pilgrimage: The Station Churches; Letters to a Young Catholic; and The Fragility of Order: Catholic Reflections on Turbulent Times. His essays, op-ed columns, and reviews appear regularly in major publications across the U.S. A frequent television and radio guest, he is also Senior Vatican Analyst for NBC News. His weekly column, The Catholic Difference, is syndicated to 85 publications in seven countries. Mr. Weigel received a B.A. from St. Mary’s Seminary and University in Baltimore and an M.A. from the University of St. Michael’s College, Toronto. He is the recipient of 19 honorary doctorates and has been awarded the Papal Cross Pro Ecclesia et Pontifice, Poland’s Gloria Artis Gold Medal, and Lithuania’s Diplomacy Star. Visit the Legatus bookstore for the following titles recommended by this speaker, including: (Premium Pass holders receive10% discount) Witness to Hope The Fragility of Order: Catholic Reflections on Turbulent Times The Next Pope: The Office of Peter & a Church in Mission The Irony of Modern Catholic History: How the Church Click here to visit the Rediscovered Itself and Challenged the Modern World Ethics and Public Policy Center website to Reform 77
KEVIN WELLS The Miracle of the Holy Priest and Heroism Today Kevin will discuss his near-death experience, subsequent hospital room miracle seen by eyewitnesses, and what led to his writing The Priests We Need to Save the Church. He’ll share his difficulties with Catholic publishers rejecting his book that called for priestly heroism and a willingness to die for his flock. Deemed too judgmental, each publisher rejected it - then McCarrick broke the dam of scandal, and the publishers started to call back. Kevin Wells is a former Major League Baseball writer, award-winning journalist, and author of the best-selling book The Priests We Need to Save the Church. Since its 2019 release, it has been read by many hundreds of priests throughout the world and been disseminated in seminaries throughout the country. It has been endorsed by strong American bishops, including His Excellency Bishop Strickland, who purchased Kevin’s book for each priest in his Tyler, Texas, Diocese. Kevin is a freelance writer and an active evangelist who speaks on various Catholic topics. His One 2 One podcast focuses on the heroism of strong Catholic priests and laity. He is the Director of Public Relations for World Villages for Children and is currently writing the biography of Venerable Aloysius Schwartz. He is president of the Monsignor Thomas Wells Society for Vocations, which financially and prayerfully commits itself to the promotion of strong priests and seminarians and to the practice of the fullness of the Catholic Faith. Kevin’s work with youth earned him the James Cardinal Hickey National Figure Award from the Archdiocese of Washington, D.C. Kevin lives in Millersville, Maryland with his wife and three children. He loves baseball, reading, and his backyard fire pit (with many men gathered around). Visit the Legatus bookstore for titles recommended by this speaker: (Premium Pass holders receive10% discount) What it Means to Be Human: The case for The Body in Public Bioethics Click here to visit Kevin Wells’ website
DISCLAIMERS AND TERMS OF USE This book and any portion or excerpt may not be given away, sold, or shared electronically without express prior written consent. Please respect the intellectual property and hard work of the Virtual Catholic Conference Team. The Virtual Catholic Conference Guidebook is intellectual property protected by copyright law. The information contained in this book is for informational purposes only. By reading this book and implementing any general suggestions or using the recommended products, you agree that you are responsible for your results relating to any information presented within. The information provided in this book is not intended to diagnose or treat any psychological condition. VCC cannot guarantee the outcome of following the advice provided and the statements of the hosts and the speakers about the potential outcomes are expressions of opinion only. Following the advice provided is at your own risk. The material in this guide may include information or products by third parties. Third party materials comprise the products and opinions expressed by their owners. As such, VCC does not assume responsibility or liability for any third party materials or opinions. The publication of such third party materials does not constitute VCC’s guarantee of any information, instruction, opinion, products or service contained within the third party materials. Publication of such third party materials is simply a recommendation and an expression of VCC’s own opinion on that material. Pope St. John Paul II addressed Legatus members in 1988 and encouraged them: “The world needs genuine witnesses to Christian ethics in the field of business, and the Church asks you to fulfill this role publicly with courage and perseverance.” 79
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