2013 CapinCrouse Financial Seminar for Churches (Ft. Worth, TX)

Leading a church is more challenging than ever, with changing tax regulations, economic uncertainty, rapidly evolving technology, and more. This seminar is designed to provide church leadership teams with focused information and relevant best practices they can use to strengthen their church’s position now and into the future.

CapinCrouse LLP will present the 2013 Financial Seminar for Churches from 8:30 a.m. to 3:45 p.m. at Southwestern Baptist Theological Seminary on May 21, 2013.

Learn more and reserve your spot today!


May 21, 2013
8:30 a.m.— 3:45 p.m.
Southwestern Baptist Theological Seminary
2001 W. Seminary Drive
Ft. Worth, TX 76115
More Information

Learning objectives:

  • Understand how key issues outlined in the ECFA (Evangelical Council for Financial Accountability) Commission report may impact your church; identify potential sources of unrelated business income; and ensure your church is in compliance with requirements for maintaining minister’s tax status, including exemption and housing allowances
  • Identify environmental and non-environmental factors affecting your church’s finances; determine changes and steps your church can implement to strengthen your financial situation now and in the future
  • Understand current and emerging information technology trends; learn how to evaluate local computer networks, cloud computing, mobile technology, and other software solutions to determine which would benefit your ministry
  • Locate potential financing sources and effectively prepare
    for obtaining financing or undergoing a refinance

Who should attend:

  • Administrative and executive pastors
  • Business administrators
  • Financial and IT decision makers

This program allows you to earn up to 6.0 CPE credits1 and 0.6 NACBA CEUs2.

1 Sponsored by CapinCrouse LLP, this seminar will allow you to qualify for up to 6.0 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 seminar and CPE credit, please contact us at a info@capincrouse.com.

Cancellations and requests for refunds must be received by May 14, 2013. For questions or information regarding CPE administrative policies, such as complaints and refunds, please contact Terra Aguirre at taguirre@capincrouse.com or call 317.885.2620, ext. 1420.

Other important information: Program level: Basic; Prerequisites: None; Advanced preparation: None required; Program type: Group-Live

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

2 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. (www.nacba.net)


May 21, 2013

8:30 — 9:00 am Registration and Networking
9:00 — 9:15 am Welcome and Opening Remarks
9:15 — 10:30 am “Church IT Issues”
Nick Nicholaou, President, Ministry Business Services, Inc.

Church leadership is responsible for using technology effectively, but they may not want to get into the details of making it work. This session will help answer church leaders’ questions about current and emerging trends and strategies in local computer networks, cloud computing, mobile technologies, and software solutions.
(CPE: Specialized Knowledge)
10:30 — 10:45 am Break
10:45 — 12:00 pm “Preparing for Financing or a Refinance”
Karl Dietz, Principal, Pathway Financial Consulting, LLC

In the current financial environment, it has become harder to secure new debt or undergo refinancing. In this session Karl will share financing sources and discuss requirements. He'll also outline what to expect during the financing or refinancing process and how to prepare for it.
(CPE: Specialized Knowledge)
12:00 — 1:00 pm Networking Lunch
1:00 — 2:15 pm “Why Churches Struggle”
Vonna Laue, Partner, CapinCrouse

A variety of factors can contribute to financial challenges in a church. In this session, Vonna will explore factors you should consider now to better prepare for your congregation's future and any financial issues that may arise. She’ll discuss how to analyze and plan for environmental factors outside the control of the church leadership, such as the economy and changing demographics. She’ll also provide suggestions and best practices for managing financial factors within the church's control, like budgetary controls, contingency plans, cash reserves, and more.
(CPE: Specialized Knowledge)
2:15 — 2:30 pm Break
2:30 — 3:45 pm “Understanding Tax Issues Affecting Your Church”
Dave Moja, Partner, CapinCrouse

Although churches are tax-exempt, they are still affected by a number of tax issues. Dave will provide an update on the current changes and issues ministers and churches need to be aware of. Topics will include unrelated business income as well as the findings in the ECFA Commission's report on non-profit tax and regulatory issues. Dave will also focus on important aspects of minister's tax status and requirements for maintaining this status, including exemption and housing allowances.
(CPE: Tax)
3:45 pm Adjourn


Cost for this seminar is $59 per person. Registration includes all materials, lunch, and refreshments.

Learn more and reserve your spot today!

If you have questions, please contact Carina Hill at 719.528.6225, ext. 1500, or by email at chill@capincrouse.com.


Southwestern Baptist Theological Seminary

2001 W. Seminary Drive
Ft. Worth, TX 76115