Investment Oversight & Fiduciary Support: Our Role as Your Consultant • October 2026 (Online Webinar)
Join us for a conversation with Larry Cole and Mitchel Brennan of Burgess Chambers & Associates (BCA), the investment consulting firm that works alongside the Foundation.
Our consultants will share who they are and the many ways they support the Foundation’s investment process as a fiduciary. They will discuss their independent, open architecture approach to investment recommendations, manager due diligence, and performance evaluation, while detailing their role in developing and reviewing the Foundation’s investment policy statement, monitoring investment compliance with the Book of Discipline, and risk management through systematic rebalancing recommendations and asset allocation studies. You’ll also learn more about the Foundation’s Investment Committee, which applies prudent investment guidelines and social screening and continually monitors the Equity, Income, and Balanced Funds for stable, long-term growth.
This session offers a closer look at the experience, professionalism, and layers of accountability behind every church and agency fund we manage. Bring your questions: we’ll open and close with time for Q&A so the conversation can focus on what matters most to you.
Details
- When is the workshop? Thursday, October 15th, 2026, at 11:00 am CT on Zoom
- What is the cost? This workshop is 100% FREE
- Can I earn CEU credit? Yes! .1 CEU credit is available for attending this event
- How long is the workshop? The workshop lasts for one hour
- Who are the speakers? Larry Cole, BCA Consulting Executive Vice President; Mitchel Brennan, BCA Consulting Senior Consultant; Billy McCarthy, AWF Foundation Executive Director
If you have any issues registering for this event, please email [email protected].
Speakers
Larry Cole, BCA Consulting Executive Vice President
Mr. Cole is the Executive Vice President with Burgess Chambers & Associates, Inc. (BCA), which specializes in investment manager due diligence and asset allocation. Prior to entering the consulting profession in 2001, Larry served 11 years as a Senior Vice President and Managing Director of a national investment management firm with over $50 billion in total assets. His roles included equity portfolio management and Director of Sales and Client Service. Mr. Cole also served on the asset allocation committee and had direct responsibility for $2 billion in assets. Larry’s previous experience includes several years as Vice President, Manager of Investment Services for Wachovia Bank and Vice President and Investment Officer at American Fletcher National Bank in Indiana. Mr. Cole had direct responsibility for numerous institutional clients as well as management responsibilities for several investment officers servicing similar clients. Overall, Mr. Cole has over 40 years combined experience in the institutional investment management and consulting industry and has served as the investment consultant for the Alabama West Florida United Methodist Foundation for over 20 years. He is an associate member and frequent speaker of the Florida Public Pension Trustees Association. He received a B.S. degree in Finance from Indiana University.
Mitchel Brennan, BCA Consulting Senior Consultant
Mr. Brennan is a Senior Consultant with Burgess Chambers & Associates, Inc. (BCA), responsible for investment research, manager due diligence, performance reporting and client relationships. Mr. Brennan joined BCA in 2013 after an internship with KCM Asset Management, a market neutral hedge fund, where he was responsible for financial modeling and equity research. Mr. Brennan assisted in the development of KCM analytics, an academic valuation software that compiles data of 28 known valuation models to identify fair values of equity investments. Mr. Brennan graduated from Stetson University and was a member of the Roland George Investment Program, a student managed portfolio with approximately $3.5 million in assets. Mr. Brennan was member of the Beta Gamma Sigma Business Honor Society, and captain of the Hatter’s baseball team. Mr. Brennan is a faculty member and frequent speaker at State and Municipal retirement conferences.
Billy McCarthy, Foundation Executive Director
Billy McCarthy has served as the Foundation’s Executive Director since August 2026, where he currently manages and oversees over $133 million in assets for churches. His former role was as the Foundation’s Director of Development. Billy’s career experiences are unique and span many aspects of supporting, interacting with, and working inside churches. He has served on two separate leadership teams starting partnership churches in both Dothan, AL, and in Franklin, TN. Billy served as the Service Program Director, where he was responsible for creating environments that encouraged and equipped adults to pursue a growing relationship with Jesus Christ. Billy also has 13 years of experience in the financial services industry as a financial advisor, where he worked with private clients and 401(k) participants, helping them achieve their best financial life. Billy and his wife, Mary Lisa, live in Dothan. Mary Lisa is an artist whose work is featured in homes and businesses across the Southeast. They have been blessed with four young men: Nicholas, MD, who lives in Knoxville with his wife, Laura Lee; William and Callahan, who are both college students; and Charles Henry, who is in high school at Houston Academy.
If you have any questions about these events, please call the Foundation office at (334) 793-6820 or email [email protected].
Each webinar is recorded and your presence at this event may be documented in photo/video and may be used on our website and/or social media platforms. If you do not consent to the use of your image for promoting the work of this organization, please let one of the facilitators or a staff person know. Alternately, please contact Andrea Farquhar at [email protected]. If you are unable to attend, the replay and resources from the webinar should be avalailable. Please email [email protected] to request any webinar resources.
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