2013 Financial Forum for Ministries
(Lombard, IL)

Stewardship of ministry finances is a sacred trust. To do it well, you need to stay informed about legislative, financial, healthcare, and leadership 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 John Van Drunen, vice president and general counsel for the Evangelical Council for Financial Accountability (ECFA), who will talk about board governance issues and updates. John will be joined by other noted presenters.

Overview

November 6, 2013
9:00 a.m.— 3:00 p.m.
Lindner Conference Center
610 E. Butterfield Road
Lombard, IL 60148
More Information

Who should attend:

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

Learning objectives:

  • Define how the new variables of affordability, minimum value, penalties, and exchanges will affect your health plan as well as your employees; identify four strategies employers can use for dealing with healthcare reform; and plan for additional direct and indirect costs
  • Recognize trends in governance for churches and nonprofits and understand the key issues your governing body may need to address; determine which available tools and resources can help enhance governance within your organization
  • Identify and properly report unrelated business income; understand recent IRS activities in the tax-exempt sector and where the IRS is focusing going forward
  • Learn key metrics for evaluating the financial healthy of your organization; identify why and how to manage your budget better; and understand the criteria commercial lenders use to evaluate creditworthiness today

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.

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 October 30, 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

November 6, 2013

9:00 — 9:30 am Registration and Networking
9:30 — 9:35 am Welcome
9:35 — 10:50 am “Strategic Planning for Healthcare Reform”
10:50 — 11:00 am Break
11:00 — 11:50 am “Board Governance Issues and Trends”
11:50 — 12:45 pm Lunch
12:45 — 2:00 pm “Taxes in the Not-For-Profit World: 2013 and Beyond”
2:00 — 2:10 pm Break
2:10 — 3:00 pm “How to Look Like a Healthy Borrower”
3:00 pm Forum Adjourns

Sessions

“Strategic Planning for Healthcare Reform”

Presented by: Brad Gauen (Marsh Consulting Group)

Learn how to move beyond merely understanding and complying with healthcare reform. In this session, we’ll explore some of the complex provisions you need to know so you can fully consider the implications and options for your organization. We will also discuss how—and when—healthcare reform will affect your organization, as well as show you how to create a framework for developing a long-term strategic plan for healthcare reform. (CPE: Personnel/HR)

“Board Governance Issues and Trends”

Presented by: John Van Drunen (ECFA)

This session will discuss board governance issues and trends for churches and nonprofit organizations. It will highlight issues raised in the ECFA Governance Survey and discuss issues that governing bodies may need to address in coming days. This session will also include content from the recent ECFA Governance Toolbox series. (CPE: Specialized Knowledge)

“Taxes in the Not-For-Profit World: 2013 and Beyond”

Presented by: Daren Daiga (CapinCrouse )

The past several years have seen major changes enacted for not-for-profit organizations, with more changes coming. This session will address significant developments in 2013 and what we expect in the coming year. Topics covered will include unrelated business income, political activities, and an update on current and projected IRS activity in the tax-exempt sector. (CPE: Tax)

“How to Look Like a Healthy Borrower”

Presented by: Andre LaNier (ECCU)

The Great Recession forever changed the way commercial lenders evaluate potential borrowers. This session will help ministry leaders prepare for future financing by providing a historical perspective on commercial lending, showing how this perspective shaped today’s market, and explaining the criteria a ministry must meet to qualify for financing today. (CPE: Finance)

Presenters

Brad-gauen

Brad Gauen

Marsh Consulting Group
Consultant




Brad has over 25 years of experience in benefit consulting. He helps organizations with the design, funding, administration, pricing, cost forecasting, and strategic planning of their group health and welfare plans. Brad began his career developing and pricing insurance products at an insurance company. He also worked as a benefit consultant at Ernst & Young and Buck Consultants prior to joining Marsh Consulting Group.

He holds a B.S.B.A degree in actuarial science from Drake University. He is also a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and a Fellow of the Life Management Institute (FLMI).

John-van-drunen

John Van Drunen

ECFA
Vice President and General Counsel




John’s responsibilities as vice president primarily relate to assisting the nonprofit community in the area of nonprofit tax scholarship, compliance and continuing education. He oversees the compliance processes for ECFA as it relates to its 1,750+ accredited organizations including renewals, applications, compliance concerns and field reviews.

Since 2010, John has served as a coauthor on the Zondervan Minister’s Tax & Financial Guide and the Zondervan Church and Nonprofit Tax & Financial Guide with Dan Busby and Michael Martin. They will release another book this year, The Guide on Charitable Contributions for Religious Organizations. John has also been extensively involved in the work of the Commission on Accountability and Policy for Religious Organizations and the Religious Organization Accounting Committee. In addition, John has served as a contributing author for the work of the Lausanne Resource Mobilization Working Group for Cape Town 2010.

John is the recipient of several awards, including recognition from the Virginia Bar for his pro bono work during his tenure as a law student. This work included working with nonprofit organizations and assisting low-income individuals by preparing their taxes.

John earned a bachelor of arts degree in accounting from Anderson University and a juris doctor from Regent University School of Law. He is admitted to the Virginia State Bar and is a CPA in Illinois. John is also a member of the American Institute of CPAs (AICPA), Christian Legal Society, American Bar Association, and Virginia Bar Association.

Daren-daiga

Daren Daiga

CapinCrouse
Tax Manager




Daren is the lead tax manager in the firm’s Northeast Region. Prior to joining CapinCrouse in February 2013, she served as a tax manager in the National Tax-Exempt Group at Crowe Horwath LLP.

Daren has over seven years of experience working with nonprofits and has assisted various types of exempt organizations in the preparation of federal and state tax returns. In addition to tax compliance, she has provided clients with consultation on a wide range of tax issues, including unrelated business income, foreign activities and reporting, and alternative investment tax review and analysis.

Daren obtained her bachelor of science degree in accounting from Purdue University and her master of arts in professional accountancy from Indiana University. She is a member of the Indiana CPA Society and the AICPA.

Andre-laneir

Andre LaNier

ECCU
Relationship Manager




Andre is a relationship manager with more than 20 years of corporate, entrepreneurial, small business, and ministry experience. In his current role, he’s responsible for increasing the effectiveness of ministry members with loan portfolios in excess of $350 million and for establishing new ministry relationships in the Midwest and on the East Coast.

Prior to ECCU, Andre served as assistant vice president and manager of ShoreBank’s Faith-Based Banking Center. In this capacity, he was responsible for managing the strategic growth and development of ShoreBank’s portfolio, which encompassed over 700 relationships, a loan portfolio over $100 million, and a deposit portfolio in excess of $30 million.

Registration

This forum is free and lunch is included.

To register, please contact Rebecca Resendiz at 630.682.9797, ext. 1237, or by email at rresendiz@capincrouse.com. (Online registration for this forum is no longer available.)

Locations

Lindner Conference Center

610 E. Butterfield Road
Lombard, IL 60148