Agenda

Stan Reiff, Partner & Professional Practice Leader - Consulting, CapinCrouse LLP
Nathan Artt, Principal, Ministry Solutions

The very idea of how churches minister to their communities is changing as more churches move toward a hybrid ministry model in which worship services are available in person and online. This model necessitates an integrated and cohesive approach to online and offline community-building and requires skillful financial leadership. In this session, we’ll discuss the financial leader’s role in guiding your church’s efforts to increase online engagement and provide practical suggestions to help you translate that engagement into sustained giving. (CPE: Specialized Knowledge)

Learning objectives:

Identify ways to enhance engagement among occasional online attendees
Lead initiatives to enhance financial engagement (giving) by online attendees
Evaluate the effectiveness of these initiatives and ways to improve them

Rob Faulk, Partner and Church and Denomination Services Director, CapinCrouse LLP

As we emerge from the pandemic, how we “do church” has changed. And that means we need to change what we measure. This session will explore the new ways churches are measuring their financial and operational health. (CPE: Management Services)

Learning objectives:

Recognize how non-financial and financial church metrics are changing
Analyze key leading and lagging indicators
Assess which metrics are important for your church, and how to measure them

Chris Purnell, Partner and Tax Counsel, CapinCrouse LLP
Mark Yoder, Partner, Ministry Solutions

During this session, we will share observations on financial reporting, tax, and legal matters we commonly encounter in our work with churches. This includes financial reporting issues to watch out for and the latest developments and frequent questions related to church tax matters. (CPE: Specialized Knowledge)

Learning objectives:

Apply insights your church might need to explore based upon common issues related to financial reporting within the local church
Address key tax matters as they relate to your church

Nathan Davis, Senior Manager, CapinCrouse LLP

No church is immune to the risk of fraud, but fortunately, there are practical steps you can take to reduce that risk. We’ll explain current fraud issues affecting churches, how to identify areas of your church that may be susceptible, and best practices you can implement to decrease the risk of fraudulent activity at your church. (CPE: Specialized Knowledge)

Learning objectives:

Examine current fraud issues affecting churches, including adjustments you may need to make in response to changes in your operational environment
Identify areas of your church that may be susceptible to fraud
Apply practical steps to decrease the risk of fraud at your church