Join faith leaders for a day of education with a keynote address and 12 breakout sessions guiding churches and religious organizations on a path to financial accountability and sustainability.
WHEN
Tuesday June 21, 2016
9:00 AM – 4:00 PM
WHERE
Blackhawk Church
9620 Brader Way
Middleton, WI 53562
FEE
$50
KEYNOTE
Recent Developments Impacting Churches
Dan Busby, President of Evangelical Council on Financial Accountability
BREAKOUT SESSIONS
Sure Fire Ways to Spread the Faith on Social Media
Laura Gallagher, President of the Creative Company
Does digital media fit in with evangelism and outreach? If so, how do you do it effectively? In this session we’ll look at some great examples of churches and ministry organizations who are leading the way. From Pope Francis to Willow Creek Association and Craig Groeschel and Life TV as well as some terrific pastoral examples, she’ll show you the best of the best and give you some practical ways to build your online community, engage that community and put social media to work for you.
Preparing & Understanding Your Religious Organization’s Financial Statements
Scott Haumersen, CPA, CGMA, Partner at Wegner CPAs
Your financial statements are critical in guiding your organization’s success. This session will help you gain a better understanding of what should be presented so that you can assess your organization’s financial health and demonstrate good stewardship. We will discuss what information should be presented and how to evaluate it compared to your peers, identifying key trends, best practices or causes for concern.
Seven Key Charitable Giving Issues for Churches
Dan Busby, President of Evangelical Council on Financial Accountability
Faith-Based Organizations and Investments: Best Practices
Brent Lindell, Wisconsin Market Manager at Savant Capital Management
Engaged and Effective Governance for Faith-Based Organizations
Melodi Bunting, Manager – Training & Career Development at Wegner CPAs
Internal Controls: Protecting the Position and the Person
Hannah Lanser, CPA, Supervisor at Wegner CPAs
Big Picture Legal Considerations for Any Mission-Based Enterprise: An Overview
Attorney Mary Beth Collins, Owner of MBC Legal and Consulting Services, LLC, Director at Centers for Research and Public Affairs at University of Wisconsin School of Human Ecology
Unrelated Business Income Tax for Churches and Religious Organizations
David Odahl, CPA, Senior Manager at Wegner CPAs
Independent Contractors versus Employees in Faith-Based Organizations: Understanding the Difference
Dale Kunin, CPA.CITP, Partner at Wegner CPAs
Is Your Data Safe?
Kevin Peterson, Owner of Peterson Technology Group
Accounting for Restricted and Designated Gifts in Religious Organizations
Mike Hablewitz, CPA, Senior Manager at Wegner CPAs
What’s Different About Being a Religious Organization? Key Legal Considerations Specific to Churches
Krystal Williams-Oby, Principal Attorney and Owner of KWO Law Firm, Founder and General Counsel for Kingdom Legal Services, Inc. and Associate Pastor for Northside Christian Assembly
LEARN MORE
View our full agenda to learn more about the keynote address and breakout sessions.
JOIN US
Register to reserve your spot today for a day of education guiding you on a path to financial accountability.