Agenda

Cliff Robinson, Executive Vice President and Chief Operating Officer, Chick-fil-A, Inc.
Ken Tan, Partner and Church and Denomination Services Director, CapinCrouse

Join us for an insightful keynote session with Cliff Robinson, Chief Operating Officer at Chick-fil-A, as he shares about the history and heritage of Chick-fil-A and discusses leadership principles and applications that can be incorporated into your own operational practices. This session will leave you motivated and equipped with actionable insights for your church.

Learning objectives:

Identify key learnings from the history of Chick-fil-A as a successful business rooted in purpose
Assess leadership principles and applications that can be incorporated into your church's operational practices
Determine how these principles and applications can be put into action at your church

Participants will earn 1.0 hour of CPE credit in the Specialized Knowledge field of study. There are no prerequisites; no advanced preparation is required. The webinar offers basic program level CPE through Group Internet Based delivery method.

Attendance requirements: In order to be awarded the full credits, you must respond to three out of four polling questions asked during the program and attend the session for a minimum of 50 minutes logged in with your registration email. Correct poll answers are not required to receive full credit.

Norwood Davis, President, Wesleyan Investment Foundation
Dan Mikes, Executive Vice President & Director, Faith Based Banking Division, Cass Commercial Bank
David Lee, Sr. Relationship Manager, Thrivent Church Financing
Mark Yoder, Partner, CapinCrouse

Choosing an effective banking relationship for your church requires careful consideration of several important factors. This panel discussion with leading organizations serving churches across the country will provide critical insights into the current economic climate, interest rate trends, and key differences between traditional and nontraditional lending programs. You’ll be equipped with practical knowledge to help your church prepare for future borrowing needs, optimize financial stewardship, and make informed decisions that align with your ministry’s goals.

Learning objectives:

Analyze the current economic conditions and forecasted interest rate trends impacting church financing
Evaluate the potential pros and cons of traditional versus nontraditional lending programs available to churches
Apply key best practices and documentation requirements to effectively prepare for your next loan or refinancing

Participants will earn 1.0 hour of CPE credit in the Management Services field of study. There are no prerequisites; no advanced preparation is required. The webinar offers basic program level CPE through Group Internet Based delivery method.

Art Tennille, Director, Retirement Solutions, GuideStone Financial Resources
Nabil Safi, Vice President and Chief Operating Officer, Servant Solutions
Ted Batson, Jr., Partner, Tax Counsel, and Professional Practice Leader – Tax, CapinCrouse

Gain practical insight to help your church provide its leaders with retirement solutions that are both financially sound and mission-aligned. During this panel discussion, we’ll explore the current economic outlook and trends that may affect long-term retirement planning, and discuss the importance of providing financial literacy resources to equip church workers with the lifelong skills necessary to achieve financial freedom. We will also review the fundamentals of church 403(b) retirement plans, including how these plans compare to traditional nonprofit 403(b) plans and the key tax benefits they can provide. Whether you’re evaluating your current approach or considering new options, this session will help you make informed decisions that support your leaders’ future and your church’s stewardship goals.

Learning objectives:

Identify the current economic outlook and what national trends may be on the horizon
Develop financial literacy and planning resources to help employees gain lifelong financial skills
Review the key tax advantages and other benefits of a church 403(b) retirement plan
Compare and contrast a church 403(b) retirement plan versus a traditional nonprofit 403(b) plan

Participants will earn 1.0 hour of CPE credit in the Business Management and Organization field of study. There are no prerequisites; no advanced preparation is required. The webinar offers basic program level CPE through Group Internet Based delivery method.

Dan Reiland, Leadership Coach and Church Strategist
Glenn Wood, Pastor of Administration, Seacoast Church
Ken Tan, Partner and Church and Denomination Services Director, CapinCrouse

Employee transitions in ministry are inevitable, but with effective planning, they don’t have to be disruptive. Join us for an informative panel discussion with church leaders who have developed successful succession planning programs. They’ll share lessons learned from transitions at their own churches and offer guidance on key elements, important considerations, and practical strategies. You’ll learn how to avoid common challenges, build trust, and foster continuity in mission.

Learning objectives:

Indicate essential elements of leadership and staff succession planning in a church context, including spiritual discernment, leadership development, and organizational readiness
Analyze common challenges and pitfalls in leadership transitions and how experienced leaders have successfully addressed them
Apply practical succession planning strategies and frameworks within your own church or ministry setting
Recognize the importance of trust and communication in preparing both outgoing and incoming leaders for a healthy transition
Evaluate and reflect on your own leadership journey to discern how to prepare yourself and others for future leadership roles