2011 Financial Forum for Ministries, Brea, CA

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 Dan Busby, president of the Evangelical Council for Financial Accountability (ECFA), who will talk about legislative and accounting changes that could impact your 2012 planning. Dan will be joined by other noted presenters.

Overview

November 8, 2011
9:00 a.m. — 3:00 p.m.

ECCU
955 West Imperial Highway
Brea, CA 92821
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
  • Investment strategies and tactics for managing your ministry’s finances during seasons of economic uncertainty

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

November 8, 2011

9:00 — 9:20 a.m. Registration and Networking
9:20 — 9:30 a.m. Welcome
9:30 — 10:30 a.m. Session 1
"What Is Happening on Capitol Hill Impacting Churches and Nonprofits?", Dan Busby, ECFA
10:30 — 10:40 a.m. Break
10:40 — 11:55 a.m. Session 2
"Tax and Legislative Developments: Long-Term Issues and Hot Short-Term Issues", John Butler, CapinCrouse LLP
11:55 — 12:40 p.m. Lunch
12:40 — 1:40 p.m. Session 3
"How to Measure and Communicate the Financial Health of Your Ministry", David Lee, ECCU
1:40 — 1:50 p.m. Break
1:50 — 2:50 p.m. Session 4
"Survival Mode: Piloting Your Ministry's Finances through the Waters of Economic Uncertainty", Bryan C. Taylor, CFA, Cornerstone Management, Inc.
2:50 — 3:00 p.m. Q&A and Closing Remarks

Sessions

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


Presented by: Dan Busby, ECFA

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.


"Survival Mode: Piloting Your Ministry's Finances through the Waters of Economic Uncertainty"


Presented by: Bryan C. Taylor, CFA, Cornerstone Management, Inc.

How does your ministry navigate the prevailing winds and changing tides of economic uncertainty? Instability often highlights the economic weaknesses of a ministry and elicits fear from constituents and management alike. Join us as we review the opportunities that accompany significant financial turmoil, and learn what other ministries are doing to protect their assets and preserve their ministry.

In this session, we will: Analyze productive tactics utilized by other ministries to cope with financial challenges; learn how to define success, analyze benchmarks, and evaluate spending policy; and explore how to avoid critical pitfalls in the investment process.


Presenters

Dan Busby

ECFA
President







Dan Busby has been involved in the work of the churches and nonprofit organizations for his entire career. On staff with ECFA since 1998, he was named ECFA’s president on March 1, 2009, after serving as the acting president for the previous 10 months.

He is a member of the Commission on Accountability and Policy for Religious Organizations, a national legislative advisory commission convened to address legislative proposals for the nonprofit sector in response to a request by Senator Charles Grassley, a member of the U.S. Senate Finance Committee.

His career has been varied: 10 years with the University of Kansas Medical Center in Kansas City, where he served as controller, 10 years as the founding partner of a CPA firm in Kansas City, Busby, Keller & Co. (the firm operates today as Keller & Owens), and 11 years as the chief financial officer of The Wesleyan Church Corporation at their denominational offices in Indianapolis.

Dan served 110 man-years on nonprofit boards and is a past national board member of the Christian Management Association (now the Christian Leadership Alliance). He has made speaking presentations in 37 states. He is a prolific writer with over 250 articles published.

His two tax and finances books for ministers and churches have been annually revised and published by Zondervan since 1990. He coauthored A Christian’s Guide to Worry-free Money Management, another Zondervan title. In 2007, Donor-Restricted Gifts Simplified was published and is the only book written primarily on this challenging topic.

He has received many awards. In 1997, Oklahoma Wesleyan University bestowed an honorary Doctor of Business Administration degree. In 2000, the Christian Management Association (now Christian Leadership Alliance) presented him with a Significant Contributor Award. In 2004, the National Association of Church Business Administration (NACBA) honored him with the Significant Contributor Hall of Fame Award. In 2008, World Hope International honored him for his contributions in helping to establish this international relief and development organization. In 2010 and again in 2011, The NonProfit Times named him as one of the 50 most influential nonprofit executives in giving him the NPT Power and Influence Top 50 Award.

Mr. Busby is a CPA and a graduate of Emporia State University, Emporia, Kansas, with a master’s degree. He and his wife, Claudette, have two children and two grandchildren.



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 Officer







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.



Bryan C. Taylor, CFA

Cornerstone Management, Inc.
Principal







Mr. Taylor, a presidential scholar, graduated summa cum laude from Bryan College having earned a bachelor’s degree in business administration with a concentration in finance. Mr. Taylor worked for a national brokerage firm prior to joining Cornerstone Management, Inc., in 1997 as a junior portfolio manager, and he earned his Chartered Financial Analyst (CFA) designation in 2003.

Mr. Taylor is a frequent speaker on investment related topics and the economy. He currently serves as Cornerstone’s chief investment officer as well as its chief executive officer. In this capacity, Mr. Taylor overseas the responsibility for approximately $500,000,000 of client assets, including endowment funds and Donor Advised Funds (DAFs), as well as the administration and asset management of approximately 400 charitable remainder trusts (CRTs) and 35 charitable gift annuities (CGA) programs.



Registration


This forum is free and lunch is included.

To register, please contact Linda Mullen at 678.518.5301, ext. 250, or by email at lmullen@capincrouse.com. (Online registration for this forum is no longer available.)

Location

ECCU, 955 West Imperial Highway, Brea, CA 92821 (800.634.3228)




Get directions with Google Maps.

Directions:


Coming from the South (e.g., Santa Ana)
• Take I-5 North toward Los Angeles
• Take 57 Freeway North and exit at Imperial Hwy.
• Turn left onto Imperial Hwy. and continue 1.8 miles to 955 W. Imperial Hwy.
• ECCU will be on the right (north) side of the street

Coming from the North (e.g., Los Angeles)
• Take I-5 South toward Santa Ana
• Merge onto the 60 Freeway East
• Take 57 Freeway South and exit at Imperial Hwy.
• Turn right onto Imperial Hwy. and continue 1.8 miles to 955 W. Imperial Hwy.
• ECCU will be on the right (north) side of the street

Coming from the East (e.g., Riverside)
• Take 91 Freeway West toward Los Angeles
• Take 57 Freeway North and exit at Imperial Hwy.
• Turn left onto Imperial Hwy. and continue 1.8 miles to 955 W. Imperial Hwy.
• ECCU will be on the right (north) side of the street.

Coming from the West (e.g., Torrance)
• Take the 91 Freeway East toward Riverside
• Take the 57 Freeway North and exit at Imperial Hwy.
• Turn left onto Imperial Hwy. and continue 1.8 miles to 955 W. Imperial Hwy.
• ECCU will be on the right (north) side of the street.

Parking Instructions
The most convenient parking for ECCU’s Auditorium is on the north side of their buildings. From Imperial Hwy., please turn onto Arovista Ave. or Puente St. and use one of our Mariner St. entrances. Additional parking is available near the corner of Arovista Ave. and Mariner St.