Agenda

Breakout Sessions by Role

10:00 a.m. - 11:00 a.m. CT

CEO – Maximizing Global Board Influence

Jennifer Holloran, President and CEO, American Bible Society

Stan Reiff, Partner, CRI CapinCrouse

How can international organizations work effectively with independent country boards while staying aligned on mission and strategy? Join us as we explore practical approaches for strengthening collaboration between U.S. and country-based boards, including tools for strategic alignment and clarity. We'll discuss the key elements of affiliation agreements and strategies to ensure they are consistently followed. We'll also examine the pros and cons of establishing an international board, along with considerations around whether such a board should serve in an advisory or decision-making role.

CFO – Strengthening Global Impact: Using Programmatic Audits in International Ministry

(CPE: 1.0 Specialized Knowledge)

Junice Jones, Partner, CRI CapinCrouse

As international Christian ministries expand in scale and complexity, leaders must ensure global programs are effective, mission-aligned, and accountable. A well-designed programmatic audit serves as a strategic governance tool that strengthens oversight, validates impact, and informs board-level decision-making. This session will equip you to design, implement, and leverage programmatic audits as a driver of disciplined growth and faithful stewardship.

Learning objectives:
After completing this session, participants will be able to:

Define the strategic purpose of a programmatic audit within an executive governance and oversight framework.
Outline the key steps and structural components required to implement a programmatic audit across international field locations.
Identify meaningful programmatic metrics that measure impact, effectiveness, and mission alignment in diverse global contexts.
Leverage audit results strategically to strengthen board reporting, risk management, and long-term ministry planning.

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 Live delivery method.

Attendance requirements: In order to be awarded full credit(s), you must attend, check in and out of the event via the event's check-in software, log attendance for a minimum of 50 minutes, and be present for offered elements of engagement (group discussion) designated by the instructor throughout the presentation.

Group Session – From Curiosity to Capability: An AI Playbook for Mission Organizations

11:15 a.m. - 12:15 p.m. CT

(CPE: 1.0 Information Technology)

Jason Malec, President, The Onboard Group

AI is moving fast—but you don't need hype. You need clarity, governance, and a practical path to measurable outcomes.

In this session, we'll translate current AI developments (policy, governance, and operating practices) into an executive-ready framework you can use immediately. We'll review the tool categories leaders should understand and walk through mission-specific use cases, especially where constraints are real: tightening budgets, field reporting consistency, risk management, donor engagement, and doing "more admin with less."

Learning objectives:
After completing this session, participants will be able to:

Interpret the AI governance landscape into a short list of "what matters now" for leadership.
Create an "AI Guardrails" one-pager for your organization.
Identify the right tool categories for your environment.
Prioritize 3–5 mission-fit AI use cases that reliably produce ROI under constrained budgets.
Launch a 90-day pilot portfolio with success metrics.

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

Group Session – Missionary Taxation: A Primer for Leaders

1:30 p.m. - 2:30 p.m. CT

(CPE: 1.0 Taxes)

Chris Purnell, Partner, CRI CapinCrouse

This session will provide a practical overview of the unique tax issues that affect missionaries and the organizations that support them. We'll discuss the taxation of various types of benefits, the foreign earned income exclusion, the foreign tax credit, and other key tax concepts. You'll gain insight into compliance, risk management, and best practices to help you confidently navigate missionary taxation.

Learning objectives:
After completing this session, participants will be able to:

Identify the federal income tax rules that apply to missionaries, including the foreign earned income exclusion, totalization agreements, and the taxation of various benefits.
Analyze common missionary compensation structures (e.g., support-based income, designated gifts, reimbursements) to determine their proper tax treatment and reporting requirements.
Apply IRS guidance and best practices to accurately and appropriately apply compliance, reporting risks, and tax planning considerations.

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

Attendance requirements: In order to be awarded the full credit(s), you must attend, check in and out of the event via the event's check-in software, log attendance for a minimum of 50 minutes, and be present for offered elements of engagement (group discussion) designated by the instructor throughout the presentation.

Group Session – Called to the Most Challenging Places? Expect the Most Challenging Legal Issues!

10:00 a.m. - 11:00 a.m. CT

(CPE: 1.0 Business Law)

John Wiley, Partner, Taft Law

Join us for an overview of key legal and risk management considerations for ministries operating internationally. We'll examine common categories of legal, regulatory, operational, and organizational risks that may affect personnel, assets, and global activities. We will also review structural options for conducting international operations, including foreign entities, affiliate relationships, and business as mission (BAM) models, as well as practical strategies for mitigation risk.

Learning objectives:
After completing this session, participants will be able to:

Identify common legal, regulatory, and operational risks affecting ministries operating internationally.
Describe key legal considerations associated with conducting activities in foreign jurisdictions.
Compare structural options for international operations, including foreign entities, affiliate arrangements, and BAM models.
Evaluate the advantages and disadvantages of various international affiliate and organizational relationship structures.

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