2013 Financial Forum for Ministries
(Colorado Springs, CO)

Stewardship of ministry finances is a sacred trust. To do it well, you need to stay informed about legislative, tax, economic, and cultural changes that affect your ministry. But how? One way is by attending the 2013 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 recent nonprofit legislative issues and developments. Dan will be joined by other noted presenters.

Overview

December 3, 2013
8:30 a.m.— 2:30 p.m.
Every Home for Christ
640 Chapel Hills Drive
Colorado Springs, CO 80920
More Information

Who should attend:

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

Learning objectives:

  • Increase your understanding of the most significant tax, finance, and legal developments currently affecting churches and ministries; identify steps your organization can take to remain in compliance with the changing rules and regulations
  • Utilize the correct receipting and handling requirements for contributions; analyze common strategies for establishing and funding foreign ministry efforts; and maximize minister tax savings while avoiding payroll tax liability for your organization
  • Understand key aspects of a recent economic forecast and its potential impact on ministries; discover ways to plan and budget for critical issues
  • Identify and understand changes in giving at evangelical churches and the generational factors driving a decrease for many ministries; prepare your organization to survive and thrive financially with innovative and Biblical stewardship strategies

The cost is $59 for the first person and $39 for each guest from the same organization. ECCU members and CapinCrouse clients can attend for FREE.

This forum also allows you to earn up to 5 CPE credits and 0.4 NACBA CEUs (see additional information below).

If you’d like to see and hear what the Financial Forum for Ministries has to offer, check out these resources from the 2012 forum. You’ll find:

  • Welcome and financial market overview remarks by Mark G. Holbrook, ECCU president/CEO
  • Video interviews with all four forum presenters
  • Related resources for last year’s sessions


NASBA CPE INFORMATION

THIS PROGRAM ALLOWS YOU TO EARN UP TO 5.0 CPE CREDITS

Program level: Basic; Prerequisites: None; Advanced preparation: None; Program type: Group-Live

Sponsored by CapinCrouse LLP, this event will allow you to qualify for up to 5.0 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 event and CPE credit, please email info@capincrouse.com.

Cancellations and requests for refunds must be received by November 26, 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, ext. 1420.


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.


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 Continuing Education Units (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.

Schedule

December 3, 2013

8:30 — 8:50 am Registration and Networking
8:50 — 9:00 am Welcome
9:00 — 10:00 am “Recent Tax, Finance, and Legal Developments Affecting Churches and Ministries”
10:00 — 10:10 am Break
10:10 — 11:25 am “In-Depth Look at Hot Tax Issues: Contributions, Foreign Operations, and Minister Taxation”
11:25 — 12:10 pm Lunch
12:10 — 1:10 pm “2014 Economic Forecast: What Ministries Can Expect”
1:10 — 1:20 pm Break
1:20 — 2:20 pm “The Great Evangelical Recession: Preparing Your Ministry to Thrive in an Unpredictable Market”
2:20 — 2:30 pm Q&A and Closing Remarks
2:30 pm Forum Adjourns

Sessions

“Recent Tax, Finance, and Legal Developments Affecting Churches and Ministries”

Presented by: Dan Busby (ECFA)

The tax, finance, and legal landscape for churches and ministries is changing like never before. This session will provide key updates on some of the most recent, need-to-know developments, including tax reform, healthcare, challenges to the clergy housing exclusion, efforts to eliminate or minimize the charitable tax deduction, and other regulatory issues on Capitol Hill. (CPE: Tax)

“In-Depth Look at Hot Tax Issues: Contributions, Foreign Operations, and Minister Taxation”

Presented by: Adam Smith (CapinCrouse)

Due to recent trends in ministry operations, IRS enforcement, and our world, several key tax issues require serious consideration. The IRS has challenged and won contribution deductions that many think were reasonable. Increasingly, ministries are engaged in international outreach, at the intersection of potentially hostile foreign environments and U.S. tax enforcement efforts. Further, the IRS is challenging minister’s housing allowance, particularly in non-church organizations. In this session, we’ll examine these issues and provide you with the knowledge you need to protect your ministry, plan strategically, and avoid common pitfalls. (CPE: Tax)

“2014 Economic Forecast: What Ministries Can Expect”

Presented by: Mike Koch (ECCU) and Stuart C. Strother, Ph.D. (Azusa Pacific University)

The economic recovery may be underway, but the pace and extent of it varies by region and industry. How is the economy impacting ministries today, and what can ministry leaders expect in the future? This session will present findings of a recent economic forecast and discuss their possible short- and long-term impact on ministries. (CPE: Economics)

“The Great Evangelical Recession: Preparing Your Ministry to Thrive in an Unpredictable Market”

Presented by: John S. Dickerson (Cornerstone Evangelical Free Church)

Nationally-awarded journalist and author John S. Dickerson will describe the shifting landscape of evangelical Christianity in the wake of rapid cultural change. Learn what is changing, why, and how you can prepare your ministry to thrive financially and spiritually in the 21st century. (CPE: Economics)

Presenters

Dan-busby

Dan Busby

ECFA
President




Dan has over 40 years of experience serving the Christ-centered church and nonprofit community and frequently speaks nationally on related issues. He is a prolific writer with more than 50 volumes published under five book titles.

He has been recognized for four consecutive years on The NonProfit Times’ Power & Influence Top 50 list and is honored in the Hall of Fame of the National Association of Church Business Administration.

Dan is also 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. The Commission was formed in response to a request by Senator Charles Grassley.

Adam-smith

Adam Smith

CapinCrouse
Tax Manager




Adam joined CapinCrouse in June 2007, initially working on both the audit and tax teams before transitioning exclusively to nonprofit tax work. He serves a variety of clients consulting on various tax issues, including unrelated business income, foreign activities, minister’s taxation, and missionary taxation.

For the past three years, Adam has been working with many organizations to help them comply with the new requirements of the revised IRS Form 990, as well as identify unrelated business income and file the appropriate federal and state forms.

He obtained his bachelor of arts degree from Western State College and is a member of the American Institute of CPAs (AICPA).

Mike-koch

Mike Koch

ECCU
Senior Vice President/CFO




Mike has more than 25 years of banking, mortgage banking, and credit union experience with an emphasis on finance and capital markets. He has managed relationships with broker/dealers, rating agencies, insurers, and bond investors. Mike earned his bachelor’s and master’s degrees in economics from University of Southern California. He is responsible for analyzing and interpreting the financial data of ECCU, then recommending and implementing changes to improve the credit union’s financial performance. This includes financial modeling, forecasting, asset-liability management, liquidity management, and segment profitability reporting. He also establishes and manages the credit union’s investment portfolio and liquid assets.

Stuart-strother

Stuart C. Strother, Ph.D.

Azusa Pacific University
Professor of Economics




In addition to his faculty position, Stuart is director of the John Leighton Stuart Scholars program, a China educational exchange program, at Azusa Pacific. He has written eight books and numerous book chapters, academic journal articles, encyclopedia entries, and other publications. His primary research area is local economic development. He regularly lectures at academic conferences in the Unite States and abroad. Prior to his career in academia, Stuart was in the U.S. Army and spent five years working in the telecommunications industry.

John-dickerson

John S. Dickerson

Cornerstone Evangelical Free Church
Senior Pastor, Author




An author and speaker, John S. Dickerson has written for The New York Times, The Washington Post and CNN, among others. In 2008 Tom Brokaw, Charles Gibson (ABC News) and Anna Quindlen (Newsweek) named his investigative reporting the best in the nation, when they awarded him the Livingston Award for Young Journalists. John is recipient of dozens more national and regional journalism honors.

John also serves as Senior Pastor of Cornerstone Evangelical Free Church in Prescott, Arizona. A third-generation Senior Pastor, John is driven by a deep love for the bride of Christ. He longs to see the Church built up in the United States (Ephesians 4:12b) and to see Christ honored as the Head of the Church.

Registration

Registration is now CLOSED. (We are at room capacity.) To be put on the wait list for this event, please contact April Navarro at 719.528.6225, etc. 1517 or anavarro@capincrouse.com.

Locations

Every Home for Christ

640 Chapel Hills Drive
Colorado Springs, CO 80920