Agenda

Ted R. Batson, Jr., Partner, Tax Counsel, and Professional Practice Leader – Tax, CapinCrouse LLP
Chris Purnell, Partner and Tax Counsel, CapinCrouse LLP
Daren Daiga, Partner, CapinCrouse LLP

(CPE: Tax)

We live in a constantly evolving tax landscape. In this session, we will summarize the most important tax developments, with a look at what lies ahead in 2023.

Learning objectives:

Identify recent tax changes that directly impact nonprofit organizations, including recent legislative developments
Evaluate how recent IRS pronouncements, court cases, and other changes will affect your organization
Determine what your organization might need to do to prepare for the future

Don Ziel, Senior Corporate Counsel, Vice President of Church & Ministry Alliance, Alliance Defending Freedom

(CPE: Business Law)

Law changes, rulings, and court cases continue to impact churches and nonprofits, and 2023 promises even more changes. Learn about recent legal developments affecting Christian nonprofit organizations and the potential impact on ministry moving forward.

Learning objectives:

Identify how recent and upcoming legal developments may affect your organization
Assess steps your church or nonprofit may need to explore to respond to these changes

Timothy J. Sims, Partner and Professional Practice Leader – Attest, CapinCrouse LLP
David Beroth, Chief Financial Officer, Billy Graham Evangelistic Association
John Krehely, Executive Vice President and Chief Financial Officer, Wycliffe Bible Translators
David J. Gunter, Partner, CapinCrouse LLP

(CPE: Specialized Knowledge)

There are several key areas for forward-thinking ministries to consider as they plan strategically for what’s ahead. During this panel discussion, we’ll examine current challenges and opportunities related to giving trends, plus common vendor, banking, insurance, and operational risks and ways you can prepare to address and mitigate them.

Learning objectives:

Analyze common challenges and opportunities ministries will face in the coming year as well as long-term
Identify how these challenges and opportunities may affect your ministry, and how you can plan strategically to address them

Kenneth Q. Tan, Partner, CapinCrouse LLP

(CPE: Specialized Knowledge)

All organizations are at risk of fraud, and churches are often vulnerable because they are high-trust environments. Fortunately, there are practical steps you can take to tighten your controls and reduce the risk of fraud at your church. In this session, we’ll discuss current risks, the types of church fraud we’ve seen an increase in over the past year, and key controls your church can implement to help prevent fraud and detect it quickly if it does occur.

Learning objectives:

Identify common areas of fraud within churches
Address recent fraud cases that occurred in churches
Assess the risk of fraud at your church
Implement controls and processes to help reduce the risk of fraud at your church

Allison Davis Ward, Partner, CapinTech

(CPE: Information Technology)

Many organizations often view IT controls and processes independently from other departments or functions. But IT touches every aspect of your environment, and organizations can no longer view the accounting and technology functions in separate vacuums. And in many organizations, the IT department is not the sole group responsible for application management, especially in the financial area. It’s important for nonprofit leaders, who may be ultimately responsible for the security of the organization’s financial applications, to understand relevant IT risks and mitigating controls. In this session, we will discuss relevant risks that could impact your financial applications and realistic steps you can implement to mitigate those risks to an acceptable level.

Learning objectives:

Discuss IT risks such as authentication, backup, and vendor issues related to the management of financial applications
Evaluate the impact that weaknesses in those controls can have on an organization
Review realistic controls that can mitigate these risks
Apply these controls to further mitigate risks in your environment

(CPE: Tax)

There are a significant number of tax changes and issues for exempt organizations to manage. Join us to have your questions on tax matters, IRS actions, and more answered.

Learning objectives:

Recognize and review how recent tax changes and issues may affect you
Determine which recent changes may be relevant to your organization
Address questions about current nonprofit tax issues

Stan Reiff, Partner and Professional Practice Leader – Consulting, CapinCrouse LLP
Nathan Artt, Principal, Ministry Solutions

(CPE: Specialized Knowledge)

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

Stan Reiff, Partner and Professional Practice Leader – Consulting, CapinCrouse LLP
Jerry Bowyer, Economist, Author, and Columnist
Bryan Taylor, CEO and Chief Investment Officer, Cornerstone Management
Kelsey Helmick, Executive Compensation Program Consultant, CapinCrouse LLP

(CPE: Management Services)

Nonprofit leaders need to make strategic decisions amid ongoing economic uncertainty. This panel discussion will provide data and insight to help you navigate the current economic landscape and make informed decisions about your organization’s financial future. We’ll discuss the current economic forecast and the impact of inflation on investments, contributions, and employee compensation, along with key considerations you can apply at your organization.

Learning objectives:

Review the economic forecast and inflation data
Analyze the potential impact of current economic conditions on your organization’s investments, contributions, and compensation
Identify steps your organization can take to plan for and respond to this impact

Timothy J. Sims, Partner and Professional Practice Leader – Attest, CapinCrouse LLP
Frank Jakosz, Partner and Quality Assurance Director, CapinCrouse LLP
Tammara Williamson, Partner and Director of Training - CapinCrouse LLP

(CPE: Accounting)

Learn how recently issued Financial Accounting Standards Board (FASB) accounting and reporting standards changes and guidance may affect your organization. We’ll cover what you need to know to understand the standards and guidance and implement the changes efficiently and effectively.

Learning objectives:

Identify recently issued accounting pronouncements that will be effective in the current and upcoming fiscal years

Formulate strategies for implementing the standards efficiently and effectively