Day 3 Workshops

Plenary – Church Pension Group Update

Laurie Kazilionis

Over the past 100 years, the mission of the Church Pension Group (CPG) has been to provide comprehensive retirement and health benefits to clergy and lay employees of the Episcopal Church. Join CPG’s Senior Vice President, Laurie Kazilionis, as she provides the members of BEST with a CPG strategic update. In addition to an overview, Laurie will share information about expanded account management services for both domestic and international diocesan leaders, discuss CPG’s focus on lay employees, and provide an ordination officer update.  The session will include time for questions and conversation.

Workshop Option 1 – Communications – Jessica Rocha & Tammie Vanoss


Workshop Option 2 – Four Steps to Financial Wellness

Grace Longo

What’s the forecast for your financial future? The outlook is brighter when you are financially well.  Financial wellness occurs when you are able to save for goals, manage hardships, and enjoy a standard of living that’s right for you.

In this workshop, we will discuss what we know about women and money. You will learn the skills needed to become financially well. Utilizing four connected steps, participants will explore their current financial situation and uncover ways to become more financially secure.  This presentation is applicable for those who are saving for retirement, getting ready to retire and those who are retired.