2012 Financial Seminar for Churches & Nonprofits - Dallas, TX

Co-sponsored by Evangelical Christian Credit Union

Today’s changing world brings increased risks to churches and nonprofits in the areas of finance, tax, legal, and operations. Challenges arise within and from outside. Responding to change in an effective manner begins with a full understanding of the issues and risks. CapinCrouse is pleased to partner with ECCU to offer this timely seminar to equip you with information leaders need to know to respond to recent developments in order to be good stewards of the resources and people entrusted to your care. Sessions are designed to serve Sr. and Jr. pastors, business administrators, administrative and executive pastors, chief financial officers, treasurers, and finance and audit committee members, who need to understand key issues affecting their ministries today.

Join us and other nonprofit leaders as we explore some of the most timely and relevant issues impacting nonprofits today.

Thursday, October 4, 2012 8:30am - 2:30pm

The Hope Center, 2001 W. Plano Pkwy, Dallas, TX 75075

COST: $59 PER PERSON

Online Registration is now CLOSED

To register please contact

Carina Hill at 719-528-6225 ext. 1500 or chill@capincrouse.com

Registration includes all materials, lunch, and refreshments. Attendees can earn up to 5 hours of Continuing Professional Education as well as NACBA CEU credits. Pay online or bring a check payable to "CapinCrouse LLP" to the event.

AGENDA

8:30-9:00 REGISTRATION

9:00-9:15 WELCOME & INTRODUCTIONS

9:15-10:05 LEGAL ISSUES IMPACTING NONPROFITS; Frank Sommerville, Attorney, Weycer, Kaplan, Pulaski & Zuber, P.C.

10:05-10:15 BREAK

10:15-11:05 TAX EXEMPT DOESN'T MEAN NO TAX IMPACT; Adam Smith, Tax Manager, CapinCrouse

11:05-11:55 MEASURING FINANCIAL HEALTH; Chris Jorgensen, Audit Manager, Capin Crouse & David Lee, Ministry Development Officer, ECCU

11:55-12:40 NETWORKING LUNCH

12:40- 1:30 ROOT CANAL OR FINANCIAL AUDIT - WHICH IS LESS PAINFUL?; Moderator: Bret Wichert, Regional Director, CapinCrouse

1:30 - 2:20 IT HAPPENED TO US; Vonna Laue, Partner, CapinCrouse

2:20-2:30 CLOSING

NASBA (CPE) logo

CONTINUING PROFESSIONAL EDUCATION (CPE) INFORMATION

Learning Objectives Include:

Better comprehend your nonprofits exposure to legal risk through an examination of timely and relevant court cases and how to address any risks that are identified.
Become aware of the latest tax changes and regulatory developments that impact tax exempt organizations and churches, including how to identify potential unrelated business activities.
Increase your understanding of how to use ratios, benchmarking, and dashboard reports to better monitor and measure your nonprofit's financial health.
Learn the differences between financial audits, compilations, reviews, and consulting engagements and how to make your nonprofit's next financial audit go more quickly and smoothly.
Understand areas of your nonprofit that may be susceptible to fraud and how to prevent, identify, and respond to fraud if it does occur.

Sponsored by CapinCrouse LLP, this seminar will allow you to qualify for up to 5.0 hours of Continuing Professional Education (CPE) credit. In accordance with the standards of the National Registry of CPE sponsors, CPE credits will be granted based on a 50-minute hour. The NASBA sponsor number is 103366. For questions or more information concerning the seminar and CPE credit, please contact us at info@capincrouse.com.

Cancellations and requests for refunds must be received by September 27, 2012. No refunds will be granted after September 27, 2012. For questions or information regarding administrative policies, such as complaints and refunds, please contact Terra Aguirre at taguirre@capincrouse.com or call 317.885.2620.

CapinCrouse LLP is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors CPE Sponsors through its website: www.learningmarket.org.

THIS PROGRAM ALLOWS YOU TO EARN UP TO 5 CPE CREDITS
Program Level: Basic
Prerequisites: None
Advanced Preparation: None Required
Program Type: Group-Live

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NACBA CEU INFORMATION

CapinCrouse LLP is a National Registered Continuing Education Provider (NRCEP) with the National Association of Church Business Administration (NACBA). This program is a premier comprehensive continuing education program related to administration in the local church. It is designed to enhance the ongoing professional development of NACBA members and other ministry professionals, through the offering of quality learning experiences. 0.1 CEUs will be granted to persons who properly register and attend one contact hour of a minimum of 50 minutes of lecture, presentation, or discussion on approved topics.