Agenda

Jenni Catron, Founder and CEO, 4Sight Group

(CPE: Personal Development)

In today's volatile workplace, how do you attract and retain a great team? While creating a great team culture often feels elusive and frustrating, culture consultant Jenni Catron has found that a lack of trust is often at the heart of culture erosion. The good news is that there are some simple things we can do as leaders to begin rebuilding that trust or reinforcing it before it erodes. In this session, Jenni will address those behaviors and give you suggestions to foster trust that builds healthy teams.

Learning objectives:

Identify how a lack of clarity erodes trust
Describe the key needs every employee has
Explain the four trust-building actions designed to bolster relationships and nurture a thriving work environment

Rob Faulk, Partner and Church and Denomination Services Director, CapinCrouse LLP
Mark Yoder, Partner, CapinCrouse LLP
Chris Purnell, Partner and Tax Counsel, CapinCrouse LLP
Glen Wood, Pastor of Administration, Seacoast Church

(CPE: Taxes 0.5)
(CPE: Accounting 0.5)

During this session, we will share observations on church finance, reporting, and tax 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.

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

Chris Purnell, Partner and Tax Counsel, CapinCrouse LLP  

(CPE: Taxes)

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 2024.

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 church
Determine what your church might need to do to prepare for the future

Ted Batson, Partner and Tax Counsel, CapinCrouse LLP
Mark Yoder, Partner, CapinCrouse LLP
Michael Prior, President, Financial Planning Ministry
Ron Blue, Chief Executive Officer, Ron Blue Institute
Shane Whybrew, Vice President, Ron Blue Institute

(CPE: Specialized Knowledge)

Because the Bible talks more about money and possessions than nearly any other topic, why isn’t the local church seen as the center of financial wisdom? Should the message be changed from teaching the tithe and move instead toward financial discipleship with the hope of generating a generosity movement?

During this panel discussion with two leading organizations that work with churches, we’ll explore these areas and provide ideas and best practices for financial stewardship in churches.

Learning objectives:

Discuss ways the local church can overcome the secular worldview of money and possessions
Analyze what it would it take to have the local church create a culture of biblical financial wisdom

Allison Ward, Partner, CapinTech 

(CPE: IT)

Churches that have never had a cyber breach may feel a false sense of security. The unfortunate reality, however, is that no organization is immune to cyber risks. In this session, we’ll discuss trends from breaches and provide insights to help you think like a hacker as you evolve your cybersecurity to prevent similar incidents. We’ll highlight how to create a culture of cybersecurity among church staff and establish controls to support that culture. We’ll also discuss evolving technologies to support cybersecurity, such as the use of artificial intelligence.

Learning objectives:

Review recent breaches and identify the underlying trends
Discuss lessons learned from these breaches and the controls that can mitigate these risks
Highlight how artificial intelligence is changing the future of cybersecurity
Apply knowledge of lessons learned and suggested controls within your organization

Dave Gunter, Partner, CapinCrouse LLP  

(CPE: Business Management and Organization)

In our view, outsourcing companies are accelerating their acquisition of talent and technical capabilities, which can have significant advantages for the organizations they serve. Join CapinCrouse Consulting Partner Dave Gunter as he examines how outsourcing companies can benefit churches by helping them define the roles for, enable, and retain accounting talent; turn accountants into problem-solvers who collaborate and consult; employ software platforms and artificial intelligence to move accountants away from routine transactions and toward value-added work; and leverage ecosystems to connect supporting platforms to primary platforms to foster high growth in their organizations.

Learning objectives:

Contrast the number of accountants entering the workforce to the current shortage of accounting talent in the market
Identify key areas of transaction automation provided by modern accounting platforms
Recognize ecosystems that evolve around major accounting platforms