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Registration is now open for LFMA 2021

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Lutheran Financial Managers Association Reimagined 2021 Conference:

Bringing you the Magic of Finance

November 7-9, 2021 – Grand Cypress Hotel – Orlando, FL

As nonprofits navigate challenges impacting sustainability, daily operations, staff security and physical and mental health, there is no better time to reimagine the LFMA conference. In our 42nd annual conference, we are expanding our sessions and inviting nonprofits across the country to join.
While not all of us who work with numbers have the personality of famous financial gurus like Suze Orman, Dave Ramsey or Warren Buffet, we are making good on our promise to bring a fresh, fun, new perspective to our industry by combining magic with finance.
If you are the CEO, CFO, or a leader in the Finance Department of your non-profit, you don’t want to miss this conference! We have a robust and impactful schedule of sessions for you. Check out the schedule of events below as we put the final touches on our annual conference, which is shaping up to the best one yet!

Who Should Attend?

Nonprofit CEOs, CFOs, Financial and Risk Management teams

Schedule of Events



Welcome Reception (6:30 – 8:30 pm)

Giovanni Livera, Speakers Hall of Fame, Best Selling Author, World Champion Magician, Inventor

Charlotte Haberaecker, LSA President

Reunite with colleagues and meet new ones as we emerge from COVID-19 in a stunning setting. Mingle with Charlotte and Giovanni over drinks and dinner and find out if thinking like a magician really does make anything possible.




Announcements/Devotion 8:00 – 8:30 am  
Economic Trends David Winslow, RSM 8:30 – 9:30 am Join this session to discuss global macro and micro market economic trends. Hear about trends such as population growth, demographic changes, investment landscape, and Federal Reserve policy changes.
What do CEOs and Boards want from their CFO?

Mark Cannon, CFO, LCMS Foundation, Moderator

Susan Scroggins, Board Member, LSF

Sam Sipes, CEO, LSF

Ted Goins, CEO Lutheran Services Carolinas

Glen Casel, CEO, Embrace Families

9:30 – 10:30 am Being the kind of CFO that CEOs really want—not just need—to help them drive their vision starts with putting yourself in a position of knowledge and trust with the CEO. Hear from Board Members and CEOs discuss their expectations of their CFOs and finance departments
Break 10:30 – 10:45 am  
Keynote – Anything is Possible

Giovanni Livera

10:45 – noon Giovanni will take us on a journey from the limitations of conventional thinking into a world where thinking like a magician makes anything possible. When you think like a magician, you open up your mind to limitless possibilities that conventional thinking blithely dismisses as impractical or even impossible. But to succeed in today’s competitive business environment, you need to embrace the idea that Anything is Possible.
Lunch Noon – 1:30 pm  
Managing Risk in an Uncertain Environment

 Rob Haley, LSF General Counsel


1:30 – 2:30 pm Rob will share insights into managing risk while decreasing costs. Rob decreased workers compensation costs significantly for LSF through a comprehensive, yet deceptively easy, organization-wide approach. Plan to take away tips that you can implement as soon as you return to the office!
Updates in the World of Accounting

Tom Sneeringer, RSM Audit Services Partner

2:30 – 3:30 pm Join Tom as he shares important accounting updates – including the latest updates on FASB requirements and lease accounting standards.
Break Until Dinner 3:30 – 6:00 pm  
Evening of Wonder


6:00 pm Have cocktails and dinner with your colleagues! Enjoy an evening of barbeque, drinks, and games at the hotel.




Announcements/Devotion 8:00 – 8:30 AM
The Future of Finance

Jim Lindell, CPA, CSP, CGMA, MBA

8:30 – 10:00 AM Jim, best-selling author and award-winning speaker, focuses on the evolving role of the Controller/CFO. Join him as talks about the future of our workplace and how mindfulness can be a key factor to your success. Jim will share his thoughts on how the CFO and finance roles are evolving and what to expect in the years to come.
Break 10:00 – 10:15 AM
Case Study – The North Dakota Story

Jim Lindell, CPA, CSP, CGMA, MBA

10:15 – 10:45 AM Jim knows a bit about Lutheran organizations as the former CFO, CIO and Controller for Lutheran Social Services of Wisconsin and Upper Michigan, Inc. He will walk us through the case study of Lutheran Services North Dakota who closed their doors in 2021 after over 100 years of operations. Join us to learn how you can see and avoid missteps that can lead to financial trouble
Staying Ahead of the Cyber Criminals

Brian Tisor, Artic Wolf, Director of Enterprise Sales

10:45 – 11:45 AM Brian believes that the only constant when it comes to technology is change. Change is inevitable, and as technology evolves, we must recognize that the goal of securing our environments is an unending process of learning and enhancement. Therefore, is it essential to implement security programs that can adapt and grow with your environment. Join Brian as he debunks misconceptions and outlines steps for a stronger security posture.
Lunch 11:45 – 1:00 PM
Leveraging Business Intelligence in your Organization


1:00 – 2:00 PM Business intelligence is critical to effectively managing your business. Join us to learn how using data analytics and effective forecasting can give you the information you need to make critical strategic decisions for your organization, improving profitability and minimizing risk.
Closing Remarks & Raffle Prizes!! 2:00 – 2:15 PM Stay through the conference to join the excitement of raffle prizes!!


Cost is tiered based on your organization’s annual revenue. Save by registering early! Save $250 off of full price when registering additional attendees.
Organization Size
Primary Registrant
by June 30th
by Sept 15th
Add'l Registrants

Hotel Information

The event will take place at the Hyatt Regency Grand Cypress in Orlando, FL.
To make your reservations, please visit:
If you need additional assistance, please contact us at 877-803-7534 or click here to find contact information by Region.
If the group rate is no longer available, prevailing rates may be offered for some or all of your dates.


We want to extend a special thanks to our sponsors
LUTHERAN SERVICES FLORIDA CENTRAL SERVICES | 3627 W. WATERS AVE | TAMPA, FL 33614 | PHONE: (813) 875-1408 | FAX: (813) 875-1302

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