2013 Financial Forum for Ministries
(San Jose, CA)

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-sponsored by CapinCrouse LLP, ECCU, and Christian Management Association (CMA).

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

November 6, 2013
9:00 a.m.— 3:00 p.m.
Church of the Chimes
1447 Bryan Avenue
San Jose, CA 95118
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, CapinCrouse, and CMA members/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 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 — 9:20 am Registration and Networking
9:20 — 9:30 am Welcome
9:30 — 10:30 am “Recent Tax, Finance, and Legal Developments Affecting Churches and Ministries”
10:30 — 10:40 am Break
10:40 — 11:55 am “In-Depth Look at Hot Tax Issues: Contributions, Foreign Operations, and Minister Taxation"
11:55 — 12:40 pm Lunch
12:40 — 1:40 pm “2014 Economic Forecast: What Ministries Can Expect”
1:40 — 1:50 pm Break
1:50 — 2:50 pm “The Great Evangelical Recession: Preparing Your Ministry to Thrive in an Unpredictable Market”
2:50 — 3:00 pm Q&A and Closing Remarks
3:00 pm Forum Adjourns

Sessions

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

Presented by: Dan Busby (ECFA) and Michael Martin (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: John Butler (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: Brian Barbre (ECCU) and Roger B. Conover, 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.

Martin-michael

Michael Martin

ECFA
Director of Member Services and General Counsel




Michael graduated with a bachelor of arts degree in government, summa cum laude, from Oral Roberts University and a juris doctor from Regent University School of Law, where he was editor-in-chief of the Regent University Law Review.

Michael is passionate about helping churches and Christ-centered nonprofits with legal and tax-related issues and compliance with ECFA standards. In addition to authoring and reviewing articles and other resources featured in ECFA publications, he assists with member compliance, Capitol Hill initiatives, and the Commission on Accountability and Policy for Religious Organizations.

Beginning with the 2013 edition, Michael co-authored the Zondervan Minister’s Tax & Financial Guide and the Zondervan Church and Nonprofit Tax & Financial Guide with ECFA President Dan Busby and ECFA Vice President John Van Drunen.

John-butler

John Butler

CapinCrouse
Attorney - 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 bachelor of arts and juris doctor degrees 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.

John is also on the planning committee for the annual Foreign Mission Administration Conference sponsored by Missio Nexus.

Brian-barbre

Brian Barbre

ECCU
Director of Finance




Brian has more than 15 years of credit union experience with an emphasis on corporate finance. He earned his bachelor of science degree in accounting from Biola University and his master’s degree from California State University Fullerton. 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, creating budgets, asset-liability management, liquidity management, and segment profitability reporting. He also manages the credit union’s investment portfolio and liquid assets. Brian has taught adjunct courses in cost accounting and accounting information systems at Biola University.

Roger-conover

Roger B. Conover, Ph.D.

Azusa Pacific University
Professor and Director of the Economics Program




Roger has been a member of the Azusa Pacific faculty for 22 years. He teaches courses in economics and religion, microfinance and microenterprise development, environmental economics, and comparative economics. His research engages the conversation between economics and theology on such issues as scarcity, competition, and value. Before joining the Azusa Pacific faculty, he was the executive secretary of Floresta, USA, a Christian non-governmental organization doing agroforestry-based microenterprise development and environmental work in the Dominican Republic. He currently serves on the board of directors for GMI, Inc., a Christian organization doing strategic missions research and the mapping of linguistic, cultural, and economic data.

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

To register, please contact Robin Cruz at 714.961.9300 or by email at rcruz@capincrouse.com. (Online registration for this forum is no longer available.)

Locations

Church of the Chimes

1447 Bryan Avenue
San Jose, CA 95118