Ultimate Financial and Legal ConferenceTM Transformed From Within Sessions Monday, October 24th 9:30 – 10:45 a.m. – General Session: Governance Best Practices Dan Bolin, Christian Camping International The better your Board, the better your ministry. Learn practical ways a Board can grow and improve to provide the strength, support, and direction a ministry needs to fulfill its God-given mission. 11:00 a.m. – 12:15 p.m. – Concurrent Sessions: Budgeting Jim Mittan, CPA, Covenant Church During these uncertain economic times, you must take necessary steps during the budgeting process to ensure your ministry is maximizing available resources and creating a plan for appropriate cash flow needs. Staying true to the vision, assessing the validity and scope of each ministry area, and making difficult decisions regarding programs and personnel are all ingredients of the budgeting process. The Interview Process: Asking the Right Questions and Hiring the Best People Patti Malott, Upright Ministries Your employees are some of your church's most important resources. If you don't hire the right person the first time, it can affect your entire organization. Learn the seven essential steps to take before conducting the interview; what you should search for in every résumé; how to ensure your hiring practices are in compliance with Title VII and the Civil Rights Act of 1964; the seven essentials of the interview; and the seven steps to take after the interview. 12:15 – 1:45 p.m. – Lunch Session: Discovering True Security in Turbulent Financial Times Rick Dunham, Dunham and Company The theologian Henry Nouwen asks, "What is the true base of our security?" Is it money? Or, is it God? This session will address how fiscal responsibility connects to faith and the Biblical view of funding God's Kingdom work. 2:00 – 4:30 p.m. – General Session: 2011 Tax & Legal Update Elaine Sommerville, CPA, Sommerville & Associates, P.C. Frank Sommerville, JD, CPA, Weycer, Kaplan, Pulaski, & Zuber, P.C. Learn the up-to-date tax and legal changes affecting churches and ministries including—but not limited to—director and board liability, intermediate sanctions and compensation issues
Tuesday, October 25th 9:15 – 10:30 a.m. – General Session: Compensation: What is It? Elaine Sommerville, CPA, Sommerville & Associates, P.C. Frank Sommerville, JD, CPA, Weycer, Kaplan, Pulaski, & Zuber, P.C. Compensation is more than determining annual salary or hourly wages. Learn the legal implications of creating a compensation package and the tax consequences to consider. 10:45 -12:00 p.m. – General Session: Compensation: How and When to Use an Expert Bill Brown, WNB Consulting LLC Patti Mallot, Upright Ministries Take the mystery out of determining reasonable compensation. This interactive session will address the need for a compensation consultant; how to select a consultant; what to expect from the consultant; how to interact with a consultant; using the data and interpreting reports; what to do with observations and recommendations; and analyzing the cost vs. the benefit of a consultant. 1:15 – 2:30 p.m. – Concurrent Sessions When Vision is Greater than Budget Sherrye Willis, MBA, Faith & Philanthropy Institute Discover how to create new revenue streams through social entrepreneurship. Learn why the faith community should recommit to mission-based enterprises and examine successful models of faith-based social enterprising. Audit & Review Ashley Voss, CPA, Ratliff & Associates, P.C. Examine the difference between audits, reviews, and compilations and the relative costs of each. Discover how to reduce the costs of audits, reviews, and compilations by participating in the PBC's (prepared by client), utilizing electronic transmissions, and advance preparation before the audit begins. 2:45 – 4:00 p.m. – General Session: Labor Law Cory Halliburton, JD, Weycer, Kaplan, Pulaski, & Zuber, P.C. Find out what you need to know about the revamped American with Disabilities Act and related EEOC regulations which were recently adopted. This session will include an overview of when volunteers are really employees and how to keep volunteers engaged while protecting the organization and others, and other trends in employment law. 4:15 – 5:45 p.m. – Optional Session: IRS Tax Form 990 Elaine Sommerville, CPA, Sommerville & Associates, P.C. Stay in compliance with tax laws. Get the latest information on filing IRS Form 990. |