The document describes the duties and responsibilities of Trustees for the Episcopal Church Corporation in West Texas. It holds the permanent funds and property of the diocese. Trustees should have an understanding of financial, real estate, and property matters. The document then provides biographies of nominees for Clergy and Lay positions, including their relevant qualifications and experience in both their local churches and diocese.
Original Description:
2015 Nominees for Trustees of the Episcopal Church Corporation of West Texas
The document describes the duties and responsibilities of Trustees for the Episcopal Church Corporation in West Texas. It holds the permanent funds and property of the diocese. Trustees should have an understanding of financial, real estate, and property matters. The document then provides biographies of nominees for Clergy and Lay positions, including their relevant qualifications and experience in both their local churches and diocese.
The document describes the duties and responsibilities of Trustees for the Episcopal Church Corporation in West Texas. It holds the permanent funds and property of the diocese. Trustees should have an understanding of financial, real estate, and property matters. The document then provides biographies of nominees for Clergy and Lay positions, including their relevant qualifications and experience in both their local churches and diocese.
Description of duties: The Episcopal Church Corporation in West Texas holds title to the permanent funds and other property belonging to the diocese. It has authority to receive bequests and donations, and to sell or mortgage property to which it holds title. As such, Trustees should have an understanding of/interest in financial, real estate, and property matters. The Trustees work with the Bishop on designating certain restricted funds as they are needed in ministry. There is usually monthly contact needed with the Trustees, and a substantial amount of the Trustees business historically was done via telephone and mail, then confirmed at their quarterly meetings. Today, most business is done electronically, via email. CLERGY The Rev. John Hill - Rector, St. Margarets, San Antonio Qualifications: John has a degree in Business Administration and has spent many years planning camps. Local Church Activities: Rector Diocesan Activities: Camps and Conference committees; Executive Board; Happening Board; Dean and Chaplain at Camp Capers; Spiritual Director; Provincial Synod Deputy Length of time in Diocese: 46 years Nominated by: Barbara Baugh, Sr. Warden, St. Margarets, San Antonio The Rev. Ram Lopez - Rector, St. George, San Antonio Qualifications: Ram has gained experience in the role of the Trustee through St. Georges recent capital campaign and construction. Local Church Activities: Rector Diocesan Activities: Current: Standing Committee; Recovery Ministries Commission. Past: Executive Board; Camps and Conferences;
Deputy and Alternate Deputy to General Convention
2006 and 2009; Camp Capers Dean; Retreat leader Length of time in Diocese: 32 years Nominated by: Nominating Committee The Rev. Chuck Woehler Rector, St. Thomas, San Antonio Qualifications: Chuck is familiar with the history, values, and ethos of the diocese. Local Church Activities: Rector Diocesan Activities: Camps and Conferences; General Convention; Standing Committee; Executive Board; Cursillo Length of time in Diocese: Before dirt Nominated by: Nominating Committee LAY Win DuBose, member of St. Philips, Uvalde Qualifications: Win DuBose graduated from Texas A&M University in 1983 with a BS in Agricultural Economics with an influence in finance/ banking. He worked for a local bank in Uvalde until 1995. From 1995 until 2002, he worked in the title insurance industry. In 2002 he left title insurance and helped open a bank in Uvalde. While in banking he performed many duties, including bank teller, bookkeeping, customer service, to SVP in lending. He returned to title insurance in 2004 and continues in that industry. He is a current member of the Texas Land Title Association (TLTA) and their state PAC. He has also attended and has helped with the TLTA school and programs. Locally, Win has served on the Convention and Visitors Bureau Board, Chamber of Commerce Board. He is a current member of the Kiwanis Club and has been for over 25 years and served as past president... Continued on next page.
... Win is the past president of the local country club,
past president of the local American Cancer Society, past board member and president of the Uvalde Underground Water Conservation District. He has also served on several boards for local charities which include City Wide Thanksgiving Dinner, various City of Uvalde planning boards, the local Ducks Unlimited Board, Uvalde Board of Realtors and volunteered with the American Heart Association. In addition, Win attended Walk to Emmaus in the early 1990s. Local Church Activities: Current member of the Vestry and Jr. Warden; Current choir member; Food Pantry volunteer; previously has been on the Vestry and Day School Board; previously helped with VBS and Sunday School Diocesan Activities: Diocesan Council Delegate (2 years) Length of time in Diocese: 53+ years Nominated by: The Rev. Mike Marsh, Rector, St. Philips, Uvalde Brooks Engelhardt, member of St. Marks, San Antonio Qualifications: Brooks work experience aligns well with the Trustee description of duties. In leading a large financial services organization, he has developed skills across corporate governance, legal, compliance, portfolio management, fiduciary (trustee) services, organizational design, talent management, etc. Brooks is President of the USAA Investment Management Company. He has functional responsibility for the Investment Companys portfolio management, product management, product marketing and 3rd party distribution efforts. He joined USAA in 2010. Prior to joining USAA, Brooks worked in various capacities for Bank of Americas Global Wealth Management group. Most recently he was responsible for development of the firms investment strategy, while driving growth across multiple product lines including mutual funds, managed accounts, insurance, trustee services, annuity, and retirement solutions. Brooks began his career in Charlotte, NC in 1988. His 25-plus year career has been focused exclusively within the asset management industry. He has been involved in a number of product management and distribution roles on both the retail and institutional sides of the business. He earned his BA in Economics from Davidson
College. He is a member of the Investment Company
Institute and holds various professional licenses with the Securities and Exchange Commission. Local Church Activities: Member of St. Marks since 2011 upon moving to San Antonio. Since then, Brooks has been a regular attendee of services, participated in Christian formation classes and was active in his childrens confirmation process. Finance/Investment Committee member Length of time in Diocese: 3 years Nominated by: The Rev. Beth Knowlton, Rector, St. Marks, San Antonio Rodney Hart member of St. Marks, Corpus Christi Qualifications: Rodney is a leader in our parish and community, serving the Nueces County Hospital District through appointment. His success and reputation in the business community testify to his skills in consulting, banking, consensus building and engineering. Local Church Activities: Sr. Warden; Jr. Warden; Member of Rector Search Committee; Chair of Building Campaign; Chair of Stewardship Committee; Sunday School Teacher; Lay Eucharist Minister; Lay Reader; Vestry Diocesan Activities: Cursillo #154; Cursillo Team Member Length of time in Diocese: 34 years Nominated by: The Rev. John Hardie, Rector, St. Marks, Corpus Christi Continued on next page.
Ann Leafstedt, member of
St. Marks, San Antonio Qualifications: Ann is a corporate attorney and has practiced since 1991. She has a thorough understanding of fiduciary duties and would take her role as trustee extremely seriously. She has a deep familiarity with the types of real estate and corporate documentation that would likely be encountered in this position and could be a useful and trusted advisor in this role. While she is not an estate planning attorney, she has a good deal of experience in working with clients in connection with estate planning matters and is familiar with the terminology, as well as being comfortable reviewing financial, corporate, and real estate documents. Local Church Activities: Ann serves on the Altar Guild, including serving as head of the Vestments Committee. Length of time in Diocese: 8 years Nominated by: The Rev. Beth Knowlton, Rector, St. Marks, San Antonio
John B. Mason, DDS,
member of Church of the Good Shepherd, Corpus Christi Qualifications: John is currently serving as a Trustee of the Church Corporation. He is a small business owner and the current Sr. Director of the Texas Dental Association. Local Church Activities: Served on Vestry; former Sr. Warden; current Sunday School teacher (confirmation class); Mens breakfast ministry; former member of the COTGS Endowment Committee. Diocesan Activities: Trustee of the Church Corporation; Alternate and Delegate to previous Diocesan Councils. Length of time in Diocese: Lifelong Nominated by: Vestry of Church of the Good Shepherd, Corpus Christi