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CONFERENCE
DETAILS

Overview

Schedule

Sessions

Conference Fees


            

Click to download the 2011 UFLC Brochure

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.