Finance Council and Committee’s Charter

Ex Officio Members:

Archbishop Joseph F. Naumann, Archdiocese of Kansas City in Kansas

Rev. Mark Mertes, Moderator of the Curia

Rev. John Riley, Vicar General and Chancellor

Ms. Carla Mills, CPA, MBA, Archdiocesan Chief Financial Officer
Office Phone Number: (913) 647-0315

Mr. Christopher Arth, Archdiocesan General Counsel

Ms. Beth Coleman, CPA, Archdiocesan Accounting Director
Office Phone Number: (913) 647-0305

Mr. Bill Maloney, Archdiocesan Stewardship and Development, Director

Rev. Anthony Ouellette, Chair of the Clergy Advisory Committee – Archbishop’s Call to Share

Mr. Troy Kuhn, Board President Catholic Foundation of Northeast Kansas

Mr. Kevin Kramer, Deposit and Loan Board of Trustees Liaison:  Market CFOP, BOK Financial covering Kansas, Missouri, Iowa and Nebraska. Over 25 year’s experience in commercial banking market in Kansas City area and board leadership roles with various non-profit organizations in northeast Kansas. 1st Term ends June 2026

Members by Appointment of the Archbishop:

Mr. Kelly Dubbert, Finance Council Chairperson:  First Vice President and Chief Operating Officer of the Federal Reserve Bank of Kansas City, responsible for the bank’s operations and budget administration, and has direct oversight of several areas within the bank. 2nd Term ends January 2023

Finance Council Chairperson’s Contact information: Contact Message

Mr. Stephen Clifford, Audit Committee Chairperson:  Chief Operating Officer for PBI-Gordon Corporation with experience in operating, leading, advising, and auditing businesses ranging from private, high-growth, and private equity-backed companies to Fortune 500 companies. 2nd Term ends May 2025

Mr. Steve Franke, Investment Committee Chairperson:  Registered Investment Advisor with Atwood & Palmer, Inc with 25 years of investment experience. 1st Term ends January 2022

Ms. Stephanie Whitacre, Budget Committee Chairperson:  Director at BKD, CPAs and Advisors in the Not-for-Profit, Higher Education and Public Sectors assisting clients in identifying best practices, implementing new accounting standards, internal control reviews, financial reporting and management dashboards. 1st Term ends November 2026

Ms. Brandi DiGiorgio:  Chair of the Assurance and Business Advisory Department, instrumental in the development and implementation of the assurance process used by the MarksNelson team. 1st Term ends January 2024

Ms. Teresa Kempf:  Financial Advisor, Franchise Owner, one-on-one financial advice based on goals and needs, personalized recommendations for a diversified portfolio, and solutions to help protect from uncertainty, regular meetings to review goals, progress, investments and more. 1st Term ends January 2025

Ms. Nancy Mellard:  Executive Vice President and General Counsel for the Benefits & Insurance Services Division of CBIZ, Inc. Has responsibility for all legal matters. Thirty-five years of experience in the insurance industry. 2nd Term ends January 2026

Ms. Julie Newmaster: Owner, Julie Newmaster, CPA. Performs audits of public and nonpublic companies, prepares financial statements and budgets and reports to Boards of Directors, develops policies and procedures for accounting systems, software set-up and training, and prepares and reviews income tax returns. 2nd Term ends January 2026

Mr. Andy O’Hara:  Has 15 years of experience in electronic trading of US equities. Additionally, spent 4 years in investment and commercial banking. Holds securities licenses Series 7, 24 and 63. 1st Term ends May 2024

Mr. Stephen Penn:  Managing Partner of KPMG’s Kansas City, Missouri office, responsible for the strategic direction and growth of the office. Has 30 years of experience delivering professional audit and attestation services to large public and private clients, which includes internal control and operational matters. 1st Term ends January 2025

Ms. Chelsey Ryerson:  Chief Financial Officer for Cornerstones of Care, oversees all aspects of the nonprofit’s financial activities, including budgeting, reporting, treasury management and compliance. Spent 8 years as an auditor in public accounting with a primary client base of nonprofit and religious organizations. 1st Term ends May 2026

Ms. Karla Schartz:  A CPA and Principal for Adams, Brown, Beran and Ball. Consults with business owners on succession planning, growth and income taxes. 1st Term ends January 2025

Mr. Jim Schmank:  Experience includes finance, accounting, compliance, risk management, contract management, and oversight of investment activities for $10B in portfolio assets.  Retired 2020. 1st Term ends January 2023

Mr. Ken Williams:  Chief Financial Officer and President of the Finance organization for Black & Veatch, responsible for treasury, tax, accounting, financial reporting, budgeting and financial systems, and establishes corporate financial policies. 1st Term ends January 2025

Finance Council Meeting Agendas: Fiscal Year 2020-2021

Updated: June 1, 2021

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