2011 Financial Forum for Ministries, Colorado Springs, CO

You’re responsible for managing ministry finances. How do you stay abreast of legislative, tax, accounting, and banking changes that affect your ministry? The 2011 Financial Forum for Ministries co-presented by CapinCrouse LLP and ECCU. Come learn from experts like David Lee, ministry development officer for ECCU, who will talk about how to measure and communicate the financial health of your ministry. David will be joined by other noted presenters.

Overview

December 6, 2011
8:30 a.m. — 2:30 p.m.

Every Home for Christ
640 Chapel Hills Drive
Colorado Springs, CO 80920
More Information

What you can expect to learn:

  • Recent nonprofit legislative issues and developments
  • Long- and short-term tax issues and developments
  • How to measure and communicate the financial health of your ministry
  • Timely information to help you better manage your employees’ benefit plans

If you’d like to see and hear what the Financial Forum for Ministries has to offer, watch this video of David Lee’s 2010 forum presentation titled “How to Increase the Chances that Your Ministry’s Loan Will Be Renewed.”

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.

This program allows you to earn up to 5 CPE credits.

Series

2011 Financial Forum for Ministries

Events in this series include:

November 8, 2011 in Brea, CA

November 9, 2011 in San Diego, CA

November 10, 2011 in Livermore, CA

December 6, 2011 in Colorado Springs, CO

Schedule

December 6, 2011

8:30 — 8:50 a.m. Registration and Networking
8:50 — 9:00 a.m. Welcome
9:00 — 10:00 a.m. Session 1
"What Is Happening on Capitol Hill Impacting Churches and Nonprofits?", Vonna Laue, CapinCrouse LLP
10:00 — 10:10 a.m. Break
10:10 — 11:25 a.m. Session 2
"Tax and Legislative Developments: Long-Term Issues and Hot Short-Term Issues", John Butler, CapinCrouse LLP
11:25 — 12:10 p.m. Lunch
12:10 — 1:10 p.m. Session 3
"How to Measure and Communicate the Financial Health of Your Ministry", David Lee, ECCU
1:10 — 1:20 p.m. Break
1:20 — 2:20 p.m. Session 4
Slaying the Cost Dragon, George W. Martin, III, CLU, HUB International Insurance Services
2:20 — 2:30 p.m. Q&A and Closing Remarks

Sessions

"What Is Happening on Capitol Hill Impacting Churches and Nonprofits?"


Presented by: Vonna Laue, CapinCrouse LLP

The regulatory environment in Washington, D.C. is more volatile than at any time in recent years. Whether it‘s challenges to the minister’s housing allowance, threats to the charitable gift deduction, uncertainties of the health care reform, and much more, the impact on churches and charities—and those who support them financially—are significant. These and many other issues will be discussed in this session.


"Tax and Legislative Developments: Long-Term Issues and Hot Short-Term Issues"


Presented by: John Butler, CapinCrouse LLP

Change has become the norm—find out how the latest congressional and IRS initiatives impact your exempt organization today and in the future.


"How to Measure and Communicate the Financial Health of Your Ministry"


Presented by: David Lee, ECCU

When you get an annual physical, one thing the doctor does to determine whether you’re healthy is get your blood tested. The lab checks things like cholesterol and triglycerides and sends a printed report to your doctor. Similarly, it’s important to regularly evaluate the financial health of your ministry. A comprehensive dashboard will help your staff, boards, and financial supporters quickly identify the financial health of your ministry. We know that financial metrics often reflect our ministry priorities—what we consider important in fulfilling God’s mission. But many ministries struggle with what to actually measure, how often, and what kind of reports to produce to communicate the findings? And who should review those reports? This session will help you answer these vital questions.


Slaying the Cost Dragon


Presented by: George W. Martin, III, CLU, HUB International Insurance Services

In today’s environment, organizations need to think creatively when it comes to designing and selecting employee benefit plans. Organizations face challenges in how to best communicate the quality of their benefits programs to their employees and how to educate them regarding healthcare consumerism. In this session, we will review examples of organizations that have made design changes in their benefits packages to stabilize their costs and benefits over a three- to five-year period—both for the organization and for its employees. We will also explore ways to educate employees and help them understand that “we’re all in this together,” both the employer and the employees.


Presenters

Vonna Laue

CapinCrouse LLP
Audit Partner







Vonna is responsible for audit and accounting services rendered to our clients. Her activities include review of audit procedures and processes, interaction with client personnel and the audit team, and involvement in complicated audit areas. She works closely with the audit team and keeps management informed on a timely basis of the progress of their work. She is also available throughout the year to answer questions, assist with special projects, and address the ever-changing needs that face the not-for-profit entity.

Vonna earned her bachelor’s degree from Black Hills State University and her master’s degree in leadership and human resource management from the University of Colorado.

She has served local organizations in a variety of positions and has published articles in national church business administration publications as well as co-authored the book Essential Guide to Church Finances. In 2010, Vonna was inducted into the Church Management Hall of Fame by the National Association of Church Business Administration (NACBA). Her speaking experience includes annual church seminars as well as various regional and national conferences.

Vonna is a member of the American Institute of Certified Public Accountants (AICPA), Society for Human Resource Management, and NACBA.



John Butler

CapinCrouse LLP
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 doctorate 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.

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



David Lee

ECCU
Ministry Development Office







David is a ministry development officer for ECCU’s Colorado regional office. He has been serving ministries at ECCU for the last 19 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 20 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 third term on their board.

He earned his bachelor’s degree in finance from California State University Fullerton and his master’s degree 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.



George W. Martin, III, CLU

HUB International Insurance Services
Senior Vice President







George has more than 37 years of insurance experience and is a Chartered Life Underwriter (CLU). He founded Colorado Insurance Center, Inc., in 1981 and then merged with Jeff Ahrendsen, the owner of Benefit Resources, Inc., in 2004.

In January 2011, Benefit Resources, Inc., merged with HUB International—the tenth largest insurance agency in the United States.

HUB International is located in Colorado Springs with 16 employees. They deal primarily in employee benefits, with the lion’s share of their business in the Colorado Springs and Denver marketplace. George has spoken at many seminars and events on subjects including health savings accounts, employee communication strategies, and cost containment strategies over an extended time period.

George has served as the Tri-County Easter Seals chairman of the board and board member for seven years, a board member of the Pikes Peak Chapter of the Red Cross for six years, past board member of Colorado Springs Executives Association, a past president of Colorado Springs Health Underwriters Association, and is currently on the board of Community Partnership for Childhood Development.

In 2003, George became a charter member of United Benefit Advisors, a consortium of over 140 benefits agencies throughout the country.

He is originally from Miami and has lived in Colorado Springs since 1971. He has been married to Linda for 35 years and they have a son, Jeff, living in San Francisco and a daughter, Katie, and her husband, Jaime, living in Denver, who are expecting their first child in November.



Registration


This forum is free and lunch is included.

To register, please contact Carina Hill at 719.528.6225, ext. 1500, or by email at chill@capincrouse.com. (Online registration for this forum is no longer available.)

Location

Every Home for Christ, 640 Chapel Hills Drive, Colorado Springs, CO 80920 (800.423.5054)




Get directions with Google Maps.