
Take a look at our speakers scheduled for this exclusive event!


Bryan Taylor is a Principal at Cornerstone Management and currently serves as Chief Executive Officer and Chief Investment Officer of the firm. He has over 25 years of experience in portfolio management and design. Bryan oversees all operations and is Chairman of the Cornerstone Investment Committee. He has become a frequent writer and speaker on the global economy and U.S. markets. Bryan has been a conference speaker at Christian Leadership Alliance, Association of Business Administrators Christian Colleges (ABACC), Council for Christian Colleges & Universities (CCCU), Missio Nexus, and other Christian nonprofit seminars across the country.

A licensed attorney, Chris advises exempt organizations of all sizes on a wide range of issues, including tax and employee benefit related matters, representation before state and federal tax authorities, and assistance with firm audit or advisory engagements to formulate advice and counsel on important operating and tax issues. Chris also assists clients with general tax issues, unrelated business income, charitable solicitation, and missionary employment structures.
Prior to joining CapinCrouse in 2019, Chris served as the Executive Director of the Neighborhood Christian Legal Clinic, one of the nation's largest Christian legal aid organizations.
Note: Although licensed to practice law in Indiana, Chris’s services through CapinCrouse do not involve the practice of law and consequently do not result in the creation of an attorney-client relationship.

With a rich legacy spanning nearly two decades, Clay has been an integral part of North Point Ministries, founded by Andy Stanley in Alpharetta, Georgia. His most notable role was as the lead pastor of Buckhead Church, one of North Point’s flagship campuses. Beyond the pulpit, Clay’s dynamic speaking engagements have seen him collaborate with a diverse range of organizations, from the Dallas Cowboys and the White House staff to corporate giants like Taco Bell and Audi.

Dave Gunter

Dave has 40 years of experience providing consulting and advisory services in business strategy, forecasting, revenue and donor analysis, cost structure management and operational efficiency, finance and accounting workforce planning and management, treasury and cash management, and interim finance, treasury, and accounting officer services. He has held chief financial officer, chief accounting officer, and treasury officer positions at publicly traded companies, and has extensive experience in SEC reporting, ratings agency issues, and operations and people management domestically and internationally. Dave has worked with numerous churches as a consultant and advisor, and served as an executive pastor in the Atlanta area.

David has served as CFO of the Billy Graham Evangelistic Association (BGEA) since 2016. Prior to coming to BGEA, he was the CFO for The Seed Company (an affiliate of Wycliffe Bible Translators), where he worked for five years. With over 25 years of experience as a CPA, David started his career at a local CPA firm in Ohio and then began his work in ministry with a start-up missions organization that grew to support over 1,000 missionaries around the world. He has a Bachelor of Science degree in Accounting from Thomas Edison State University. David and his wife, Annalisa, have been blessed with five children.

Immediately preceding his current role, Jeremy served as senior vice president for communications, during which time he was a lead convener of the Philadelphia Statement, a movement dedicated to restoring free speech and civil discourse. Previously, he litigated First Amendment cases at the highest levels, including the U.S. Supreme Court. Jeremy has also argued six times before five different federal appellate courts and founded and directed the ADF Center for Conscience Initiatives, where he led efforts to protect individuals from government-coerced speech.

Jerry is an opinion columnist for WORLD Opinions, host of the “Meeting of Minds with Jerry Bowyer” podcast, and author of The Maker Versus the Takers: What Jesus Really Said About Social Justice and Economics. Previously, he was editor of the business channel of The Christian Post and host of the “Business in the Kingdom” podcast. Jerry has been a Forbes.com columnist and a frequent commentator on Fox Business News, Fox News, and CNBC. He has been a contributing editor of National Review Online, The New York Sun, and Townhall Magazine, and he has written for The Wall Street Journal and numerous other publications. Jerry lives in Pennsylvania with his wife, Susan.

Lisa joined CapinCrouse in July 2006. She has acquired a broad range of experience through serving a variety of clients within the nonprofit industry, including churches, colleges and universities, loan funds, foundations, international mission organizations, and voluntary health and welfare organizations. In addition to providing audit, accounting, and consulting services, Lisa is a member of the firm’s Quality Control team. In this role, Lisa is an integral part of developing content for continuing professional education, developing strategies to implement new audit and accounting standards, and providing technical assistance to team members across the firm.


Bob joined Crossmark in May 2021 as Chief Investment Officer, bringing over 40 years of industry experience to guide the investment process and serve as portfolio manager for multiple Crossmark large-cap strategies. He also utilizes his investment expertise to provide weekly and quarterly investment commentaries, as well as annual market predictions. Bob is a regular guest and contributor to multiple media outlets such as Bloomberg TV, Fox Business News, CNBC, and Faith & Finance Live Radio. Prior to arriving at Crossmark, he held the roles of Senior Portfolio Manager and Chief Equity Strategist at Nuveen and Blackrock, President and Chief Investment Officer at Merrill Lynch Investment Managers, and Chief Investment Officer at Oppenheimer Funds, Inc.
Bob is a Certified Public Accountant (CPA) and holds the Chartered Financial Analyst (CFA®) designation, as well as the FINRA Series 7 and 63 securities licenses.

Stan’s professional experience includes over 35 years in ministry operations, public accounting, government accounting, and international missions. He has a unique ability to balance strategic thinking with a deep knowledge of and hands-on experience in the day-to-day operations of many types of organizations.
Stan provides strategic leadership of the firm’s professional advisory and consulting services, including research on emerging issues in the faith-based nonprofit sector and the development and implementation of products and services in response to those needs.

A certified public accountant and licensed attorney, Ted advises exempt organizations of all sizes on a wide range of tax matters, including representation before state and federal tax authorities and assistance with firm audit or advisory engagements to formulate advice and counsel on important operating and tax issues. Ted also assists clients with general tax issues, unrelated business income, charitable solicitation, planned giving, compensation planning and reporting, and missionary employment structures.
In addition to tax advisory services, Ted also leads the firm's tax preparation practice, including IRS Forms 990 and 990-T and related state forms.
Prior to joining CapinCrouse, Ted served as Executive Vice President of Professional Services at Renaissance Administration LLC.
Note: Although licensed to practice law in Indiana, Ted's services through CapinCrouse do not involve the practice of law and consequently do not result in the creation of an attorney-client relationship.
Bob is a Certified Public Accountant (CPA) and holds the Chartered Financial Analyst (CFA®) designation, as well as the FINRA Series 7 and 63 securities licenses.
