2013 Financial Seminar for Churches - Dallas

Cancelled

Includes all materials, lunch, and refreshments. Attendees can earn up to 6.0 hours of Continuing Professional Education as well as NACBA CEU credits. 

8:30 - 9:00      REGISTRATION & NETWORKING

9:00 - 9:15      WELCOME & OPENING REMARKS

9:15-10:30      CHURCH IT ISSUES; Nick Nicholaou, President, Ministry Business Services, Inc.

10:30-10:45    BREAK

10:45-12:00    PREPARING FOR FINANCING OR A REFINANCE; Karl Diettz, Principal, Pathway Financial Consulting, LLC

12:00 - 1:00     NETWORKING LUNCH

1:00 - 2:15       WHY CHURCHES STRUGGLE; Vonna Laue, Partner, CapinCrouse

2:15 - 2:30       BREAK

2:30 - 3:45       UNDERSTANDING TAX ISSUES AFFECTING YOUR CHURCH; Dave Moja, Partner, CapinCrouse 

3:45                 ADJOURN      

SESSION DESCRIPTIONS

CHURCH IT ISSUES                                                                                                         Presenter: Nick Nicholaou, President, Ministry Business Services, Inc.

Church leadership is responsible for the effective use of technology, but may not want to get into the details of making it work. This session will help answer church leaders’ questions about current and emerging trends and strategies in local computer networks, cloud computing, mobile technologies, and software solutions. [ CPE: Specialized Knowledge ]

PREPARING FOR FINANCING OR A REFINANCE                                                                                           Presenter: Karl Dietz, Principal, Pathway Financial Consulting, LLC

In the current financial environment, it has become harder to secure new debt or undergo refinancing. In this session we will share financing sources and discuss requirements. We'll also outline what to expect during the financing or refinancing process and how to prepare for it. [ CPE: Specialized Knowledge ]

WHY CHURCHES STRUGGLE                                                                                              Presenter: Vonna Laue, Partner, CapinCrouse 

A variety of factors can contribute to financial challenges in a church. In this session we'll explore factors you should consider now to better prepare for your congregation's future and any financial issues that may arise. We'll discuss how to analyze and plan for environmental factors outside the control of the church leadership, such the economy and changing demographics. We'll also provide suggestions and best practices for managing financial factors within the church's control, with discussion focusing on budgetary controls, contingency plans, cash reserves, and more. [ CPE: Specialized Knowledge ]

UNDERSTANDING TAX ISSUES AFFECTING YOUR CHURCH                                                  Presenter: Dave Moja, Partner, CapinCrouse

Although churches are tax-exempt, they are still affected by a number of tax issues. Our tax expert will provide an update on the current changes and issues ministers and churches need to be aware of. Topics will include unrelated business income as well as the findings in the ECFA Commission's report on non-profit tax and regulatory issues and how this may affect you. We'll also focus on important aspects of minister's tax status and requirements for maintaining this status, including exemption and housing allowances. [ CPE: Tax ]

• Understand current and emerging information technology trends; learn how to evaluate local computer networks, cloud computing, mobile technology, and other software solutions to determine which would benefit your ministry
•  Locate potential financing sources and effectively prepare for obtaining financing or undergoing a refinance
• Identify environmental and non-environmental factors affecting your church's finances; determine changes and steps your church can implement to strengthen your financial situation now and in the future
• Understand how key issues outlined in the ECFA Commission report may impact your church; identify potential sources of unrelated business income; and ensure your church is in compliance with requirements for maintaining minister's tax status, including exemption and housing allowances

NASBA CPE INFORMATION

Sponsored by CapinCrouse LLP, this seminar will allow you to qualify for up to 6.0 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 May 15, 2013. 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 through its website: www.learningmarket.org.

THIS PROGRAM ALLOWS YOU TO EARN UP TO 6.0 CPE CREDITS
Program Level: Basic
Prerequisites: None
Advanced Preparation: None Required
Program Type: Group-Live

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.