2010 Financial Forum for Ministries, San Diego, CA

It’s your responsibility to ensure that ministry finances are managed well. How do you stay abreast of changes that can affect the way you fulfill that responsibility? The 2010 Financial Forum for Ministries co-presented by CapinCrouse LLP and ECCU. Come learn from experts like Dr. Ron Harris, vice president for university advancement at Vanguard University, who will talk about recent trends in fundraising and development. Ron will be joined by other noted presenters.

Overview

October 27, 2010
9:00 a.m. — 3:00 p.m.

Country Inn & Suites
5975 Lusk Boulevard
San Diego, CA 92121
More Information

What you can expect:

  • Critical tax and accounting updates
  • Specifics of fraud prevention and detection
  • How to increase the chances that your ministry’s loan will be renewed
  • Recent trends in fundraising and development

Who should attend:

  • Senior and executive pastors
  • Business administrators
  • Chief financial officers
  • Treasurers
  • Board and audit committee members

Cost: This event is free and lunch is included.

CPE credit will be available.

Series

2010 Financial Forum for Ministries

Events in this series include:

October 26, 2010 in Livermore, CA

October 27, 2010 in San Diego, CA

October 28, 2010 in Brea, CA

November 30, 2010 in Colorado Springs, CO

Schedule

October 27, 2010

9:00 — 9:25 a.m. Registration and Networking
9:25 — 9:30 a.m. Welcome
9:30 — 10:30 a.m. Session 1
"Positioning Your Ministry for Maximum Fundraising Effectiveness", Dr. Ron Harris, Vanguard University
10:30 — 11:45 a.m. Session 2
"Fraud? Not in My Organization!", Rufus Harvey, Grace to You
11:45 — 12:30 p.m. Lunch
12:30 — 1:45 p.m. Session 3
"2010 Hot Tax Topics", John Butler, CapinCrouse LLP
1:45 — 2:45 p.m. Session 4
"How to Increase the Chances that Your Ministry’s Loan Will Be Renewed", David Lee, ECCU
2:45 — 3:00 p.m. Q&A and Closing Remarks

Sessions

"Positioning Your Ministry for Maximum Fundraising Effectiveness"


Presented by: Dr. Ron Harris, Vanguard University

Fundraising inhibitors can work disaster on your development plan unless you are operating on the cutting edge of solid fundraising principles. This session will identify these fundraising effectiveness inhibitors, present the most recent best practices, and provide specific tools for implementing a consistently excellent fundraising program.

"How to Increase the Chances that Your Ministry’s Loan Will Be Renewed"


Presented by: David Lee, ECCU

When your loan comes up for renewal, lenders are most interested in your ministry’s overall financial health. What are they looking for? How can you increase the chances not only of that loan being renewed, but of being financially positioned to pursue your ministry’s mission? This session will show you how to evaluate your ministry’s financial health today.

"2010 Hot Tax Topics"


Presented by: John Butler, CapinCrouse LLP

One thing you can count on in life is change. This session will review recent changes in tax laws and regulations as they pertain to ministries and the people who lead them.

"Fraud? Not in My Organization!"


Presented by: Rufus Harvey, Grace to You

Many new cases of fraud in nonprofit organizations have been reported lately. Learn the ways fraud can be perpetrated, identify indicators of fraud, and understand key measures that are critical to prevent or detect fraud in a timely manner.

Presenters

Dr. Ron Harris

Vanguard University
Vice President for University Advancement







Ron Harris is a nationally recognized expert and early pioneer in the field of non-profit marketing. His academic articles on this subject in the early 1980s paved the way for the formation of departments of development in non-profits, large and small, in the 1980s and 1990s. Today, Ron serves as the vice president for university advancement of Vanguard University in Costa Mesa, California.


Before joining Vanguard, Ron was the president of Ron Harris & Associates, a sought-after consulting firm specializing in fundraising, board development, mentoring of executive officers, and major gift officer training. He provided consulting services to colleges and universities, churches, and artistic performance groups, and also supported anti-human trafficking endeavors.


With over 35 years of fundraising experience, Ron has served in various roles—business professor, academic dean, vice president, and senior-vice president—at several universities. He earned his doctorate in higher education from Montana State University focused on educational/non-profit marketing, and his masters from Minnesota State University Mankato centered on effective business practices. Bethel University awarded him a Bachelor of Arts degree in history.


Ron has written over 100 articles in a variety of publications, including business journals, academic reference journals, newspapers, and general publications. Ron has served as editor of several journals including the Montana Business Journal, the California Business Education Journal, and the Sales and Marketing Newsletter.



David Lee

ECCU
Ministry Development Officer







David is a ministry development officer for ECCU’s Colorado regional office. He has been serving ministries at ECCU for the last 18 years in various development and management positions.


David is also on the pastoral staff of a Denver-area church and has served on the pastoral staff of various churches for over 19 years. He has served as president of the Colorado Springs chapter of the Christian Leadership Alliance (formerly known as the Christian Management Association) and is completing his second term on their board.


He earned his Bachelors in finance from California State University Fullerton and his Masters in Christian education from Talbot School of Theology. As a Certified Treasury Professional®, David is committed to equipping ministries to be better informed and helping them be more effective at reaching their communities with the gospel.



John Butler

CapinCrouse LLP
Attorney and Tax Counsel







John is an attorney who has specialized in serving exempt organizations. As tax counsel, he reviews tax and tax-related matters that arise during an audit or advisory engagement to formulate counsel and tax opinions on important operating and tax issues. He received both a bachelor’s and Juris Doctor degree from the University of Georgia.


Prior to his association with CapinCrouse, John served with Campus Crusade for Christ for eight years as in-house legal counsel, and during his last three years served as director of the legal department.


To assist the larger not-for-profit and Christian communities, John actively participates in writing and speaking opportunities. Areas of focus include general tax issues, unrelated business income, benefit plans, compensation planning and reporting, missionary employment structures, charitable solicitations, and many more. He’s also had articles published in The Journal of Taxation of Exempt Organizations (now called Taxation of Exempts).


John is a member of the CrossGlobal Link Business Affairs Committee.



Rufus Harvey

Grace to You
Controller and Chief Financial Officer







Rufus Harvey is a business and income tax consultant and currently serves as the controller and CFO for Grace to You in Valencia, California. As a Certified Fraud Examiner and a Certified Fraud Specialist, he participates in embezzlement, shoplifting, and vandalism investigations, as well as employee theft and computer fraud investigations. He is a graduate of University of California, Los Angeles (UCLA) and is a member of the Association of Certified Fraud Examiners and the Association of Certified Fraud Specialists.

Registration

Cost: This event is free and lunch is included.

Register Now!

If you have questions, call Myra Miller at 714.671.9300, ext. 228 or email registration@capincrouse.com.

Location

Country Inn & Suites, 5975 Lusk Boulevard, San Diego, CA 92121 (858.558.1818)




Get directions with Google Maps.