Clergy Benefits Academy Speaker Biographies

presenter photo Julie Anderman
Course Title: Healthy Transitions for Clergy Spouses
Course Title: Sabbath Rhythms for Clergy Spouses

Julie Anderman, a clergy spouse in the Eastern Pennsylvania Conference for 20 years, co-founded Artos Retreats two years ago out of a calling to improve the well-being of clergy spouses. Before starting Artos, Julie had provided independent instructional design and communications consulting for Fortune 100 companies for over 20 years. She has facilitated small group learning in both corporate and church environments for 25 years. Her unique blend of education includes an undergraduate degree in Theology, with an M.B.A. in Organizational Behavior and Strategic Marketing. Today, she applies her professional and clergy spouse experiences to design and facilitate highly interactive, scenario-based learning specifically for clergy spouses. Current topics focus on healthy transitions, claiming Sabbath, and assertive boundary-setting. Artos programs are endorsed by the Philadelphia Area Episcopal Office, and sponsored locally in part by the Eastern PA Conference Board of Pension and Health Benefits.

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revitup presenter photo David Bell
Course Title: Planning Your Family and Your Estate

The Reverend David S. Bell is the president and executive director of the United Methodist Foundation of Michigan and a senior design partner with Design Group International. His areas of expertise include charitable estate planning, stewardship education, planned giving, faith-based personal budgeting and clergy finance. With more than 20 years of experience consulting with individuals, congregations and non-profit organizations, he creates hope by designing practical services that help faithful people live generous lives. Bell has a keen understanding of the current economic climate and the consumer trends impacting charitable giving.

As an avid writer and speaker, he addresses the often-overlooked spiritual discipline of generosity and the debilitating impact of hyper-consumerism. He gained experience as a pastor, development director, and regional and national church executive. He is active with the Association of Fundraising Professionals, the Ecumenical Stewardship Center, the Christian Leadership Alliance and the National Association of Church Business Administrators. Bell recently completed a graduate certificate in Executive Leadership from the Weatherhead School of Management at Case Western University. He is a graduate of The College of Wooster and a magna cum laude graduate of the Drew Theological School.

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revitup presenter photo Nate Berneking
Course Title: Help! Clergy Tax Laws!

The Reverend Nate Berneking is the Director of Finance & Administrative Ministry for the Missouri Annual Conference, Nate serves as a resource to the clergy and congregations of the Missouri Conference. In addition to his oversight of Conference finance, legal and business matters, he also conducts regular workshops on finance, administration, local church trustees, stewardship/generosity, clergy benefits and tax issues. An attorney, he previously worked in a large law firm’s corporate, finance and securities practice group.

Nate is the author of The Vile Practices of Leadership, published by Abingdon Press and maintains a website with finance and administration resources for pastors and churches at

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revitup presenter photo Bob Christophel
Course Title: Making a Difference: Personal Savings and Wespath Services

Bob Christophel is a benefits educator who provides financial, retirement and other benefits education for clergy and lay employees. Prior to joining Wespath in 2015, Bob worked for a not-for-profit multi-employer pension and 401 (k) system in New York City, providing benefit communications and participant education for employees of New York museums, performing arts centers and other cultural institutions. Previously, he was a licensed investment representative in a corporate retirement services division, where he focused primarily on participant education for national corporate 401 (k) plans.

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revitup presenter photo Jane Pernotto Ehrman
Course Title: Chill and Refill: Creating Life Balance and Avoiding Compassion Fatigue

Jane, owner of Images of Wellness, LLC, is a Mind/Body Medicine Specialist in Cleveland, Ohio. She works with adults and children on a variety of issues, including chronic disease treatment stress-related illness and, grief and loss, and more. Jane has been an international speaker, for over 25 years on a variety of topics related to health and wellness, and work/life balance, compassion fatigue and burnout.

Besides her private work, Jane is the Lead Behavioral Health Specialist at the Cleveland Clinic’s Center for Lifestyle Medicine, in the Wellness Institute.

She has a Master’s of Education from Pennsylvania State University, with an emphasis on Mind/Body Medicine and an undergraduate degree in Health Education from Youngstown State University. She is a Certified Health Education Specialist, a National Board Certified Diplomat in Clinical Hypnotherapy, and certified in Interactive Guided Imagery™. She candidly shares her insights with high energy, compassion and humor.

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Leah Holzwarth photo Leah Holzwarth
Course Title: Here’s to a Healthier You!

Leah Holzwarth is the Manager, Health and Well-Being for Wespath Benefits. Leah has more than thirty years of health and well-being experience working in healthcare, collegiate and religious settings. Leah holds degrees from the University of Iowa and the University of Massachusetts/Amherst and has certifications from the American College of Sports Medicine and the National Wellness Institute.

Leah’s well-being work has been recognized by the National Business Group on Health, the American College of Occupational and Environmental Medicine, National Institute of Occupational Safety and Health, and has earned numerous local awards for improving workforce well-being. She has spoken at international, national and local events on topics ranging from well-being program design and importance of health policy, to how well-being programs create engaged workforces and why well-being programs need to be part of an organization’s sustainability strategy.

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Cary James photo Cary James
Course Title: Understanding and Overseeing Church Finances

The Reverend Cary James, Jr., is an Elder in the Baltimore-Washington Conference and has served in full-time ministry for 20 years. He has served as a church planter, in congregational development, youth pastor, associate pastor and lead pastor. Rev. James is the lead pastor of Sharp Street Memorial United Methodist Church in Baltimore, Maryland. Rev. James is a graduate and facilitator of the Mid-Atlantic United Methodist Foundation Financial Leadership Academy. He is a graduate of Wesley Theological Seminary Urban Church Leadership Initiative. He is a graduate of the DeVos Foundation Transformational Giving Program. Rev. James serves on the Conference Board of Pensions and Health Benefits, Conference Investment Committee and the Board of Ordained Ministry. He is certified as a DISC Facilitator, Leading from Your Strengths Coach, ICF Certified Coach and Situational Leadership II Facilitator.

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Dale Jones photo Dale Jones
Course Title: United Methodist Pension Benefits Review

Dale Jones is the managing director of Church Relations at Wespath. He has been with Wespath since 1999. Previously, Dale was a conference treasurer and benefits officer with the Kentucky Conference. He holds a retirement plans associate (RPA) designation from the International Foundation of Employee Benefits Plans and a Master’s of Business Administration from Xavier University.

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Twanda Prioleau portrait photo Twanda Prioleau
Course Titles: Getting Real About Money

The Reverend Twanda Prioleau has been a trained coach since 2013. She has a desire to see God’s people live into their God given purpose in the Kingdom of God. Believing in Ephesians 3:20, “Now to Him who is able to do exceedingly abundantly above all that we ask or think, according to the power that works in us,” she believes there is greatness in all of us. Rev. Prioleau has used her gift of coaching to coach individuals and churches to bring out God’s gifts in them.

She is an ordained elder in the United Methodist Church and the pastor of Christ United Methodist Church in Baltimore City. A graduate of Morgan State University and Lancaster Theological Seminary, she holds a BA degree in Accounting and a Master of Divinity degree. Rev. Prioleau completed Clinical Pastoral Education at York County Hospital in Pennsylvania. Currently, she is a student at United Theological Seminary, pursuing a Doctor of Ministry degree studying Dr. Martin Luther King’s Beloved Community.

She has taught leaders throughout Maryland. Her teaching has included courses such as Advanced Preaching to Lay Speakers; The Five Practices of a Vital Congregation; Clergy Self-care; Stewardship; Church Mission and Vision; and Narrative Budgets. She currently serves on the Baltimore-Washington Conference Baltimore District Committee on Ordained Ministry, mentoring candidates for ministry; Baltimore-Washington Conference Health and Wellness Board; Treasurer for the Black Clergy Women of the Baltimore-Washington Conference and Historian for the National Black Clergy Women of the UMC.

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Clergy Benefits Academy
November 11-13, 2019
Myrtle Beach, SC

Event Information

Attendee Testimonials

Speaker Biographies

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