2011 Financial Forum for Ministries, Livermore, 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 John Butler, tax counsel for CapinCrouse, who will talk about tax and legislative changes that could impact your 2012 planning. John will be joined by other noted presenters.

Overview

November 10, 2011
9:00 a.m. — 3:00 p.m.

Cornerstone Fellowship
348 North Canyons Parkway
Livermore, CA 94551
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 10, 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?", Vonna Laue, CapinCrouse LLP
10:30 — 10:40 a.m. Break
10:40 — 10:55 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: 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.


"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

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 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

Cornerstone Fellowship, 348 North Canyons Parkway, Livermore, CA 94551 (925.447.3465)




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