Track: Mission Finance and Administration

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Our thanks to Good Neighbor Insurance for sponsoring the Mission Finance + Administration track.

Mission Finance + Administration

For development/fundraising specialists, accounting/finance staff and legal/tax professionals serving mission organizations.

This program allows you to earn up to 13.5 CPE credits.*See below. 

CIO Roundtable

Thursday @ 8:30am

The purpose of the CIO Roundtable is to create a place for technology leaders to network with peers, learn about the latest technologies, discuss challenges, find new solutions and get advice from other colleagues. It is designed for senior IT executives and is aimed at helping them address strategic IT opportunities and challenges in a globally connected world.

Learning Objectives:

  • Identify the latest technologies and how they may benefit your organization
  • Ascertain technology challenges facing mission organizations and review potential solutions
  • Assess and address strategic IT opportunities
  • [CPE 200 MIN – Information Technology]

    Doug Hennum

    Chief Information Officer
    Wycliffe Bible Translators

    Prior to joining Wycliffe, Doug owned and managed two technology companies over 26 years. In 1986 he founded the IT managed services company MicroNet, Inc., providing IT services and out-sourced staff to approximately 700 businesses. Doug sold MicroNet in 2002, and then founded ChamberMaster, a vertical market software company which today serves approximately 1900 chambers of commerce across the country. Doug holds a degree in Business Administration and has spoken on technology and innovation at numerous trade conferences across the country.

    CDO Round Table

    Thursday @ 8:30am

    Gather with other organizational fundraising leaders to build supportive relationships, discuss both challenges and opportunities that exist in today’s global ministries, and share best practices.

    Learning Objectives:

    • Discern what key challenges exist in the area of organizational or personal support fundraising.
    • List best practices that can be replicated or reproduced to multiple fundraising environments.
    • Apply tools to improve communication and the internal reputation of development offices.
    • Access ways to stay healthy rather than encounter burnout in the midst of competing demands and increasing expectations of growing income.

    [CPE 200 MIN – Management Services]

    Barbara Bowman

    Vice President of Ministry Advancement
    MAF

    As MAF’s Vice Pesident of Ministry Advancement, Barbara Bowman oversees: Advancement Services, Development, Marketing and Communication, Ministry Partnership, and the Advocate Wing. For 30+ years, Barbara has been involved in Young Life, an international youth ministry. She has 20+ years of experience in nonprofit and corporate career management, ten with the Boise Metro Chamber of Commerce. Barbara has served on many nonprofit boards and community coalitions in the areas of economic development and human services.

    Barbara oversees Advancement Services, Development, Marketing and Communication, Ministry Partnership, and the Advocate Wing. She has been involved in Young Life has 20+ years of experience in nonprofit and corporate career management, Barbara has served on many nonprofit boards and community coalitions in the areas of economic development and human services.

    Kristen Shuler

    Vice President of Development
    East-West Ministries International

    Kristen Shuler serves as the Vice President of Development at East-West Ministries International. In her eighth year of service with East-West, Kristen provides oversight and strategic direction to East-West’s development, marketing and communications initiatives, including campaign strategy, institutional giving, planned giving, events, direct mail, and all marketing/communications collateral. Prior to joining East-West, Kristen served on the mission field across South America with the International Mission Board and other local organizations by engaging evangelism and church planting strategies. She received her undergraduate degree from Samford University in Birmingham, Alabama, and currently resides in Dallas, Texas.

    CFO Roundtable: Best Practices

    Thursday @ 8:30am

    The CFO Roundtable is an opportunity for experienced financial leadership to network, interact, and learn from their peers. This highly interactive forum will equip leaders to discover the answers to the most complicated mission critical issues and empower you to overcome your current or next challenge.

    Learning Objectives:

    • Assess solutions shared by CFOs and lessons learned from pitfalls they’ve experienced and traps they’ve escaped
    • Explain financial best practices and strategize how to implement these ideas in your work responsibilities

    Best of all, you’ll hear war stories, and examples of dos and don’ts —
    After attending, you will have an expanded perspective on financial best practices and how to implement these ideas in your work responsibilities.

    [CPE 200 MIN – Finance]

    Tim Maxwell

    VP Operations/CFO
    Multiplication Network Ministry

    Tim is an experienced international ministry leader who rigorously seeks best practices to expand the Kingdom of God. He brings a wealth of understanding to his role as Vice President of Operations, CFO of Multiplication Network Ministries to develop stronger church and plant more churches. Tim comes to this position with more than 20 years of service with English Language Institute/China, Mission Aviation Fellowship, ECFA, and Bible League International.

    Tim was born in West Africa to missionary parents. He has dedicated his life journey to serve the national leaders who don’t have access to the church training, tools and resources which would help them be grounded in the scripture so as to be reproducing Christ-followers. Tim has been in more than 50 countries weaving threads of excellence and accountability into the tapestry of ministry.

    The Basics of Compliance for Missions Organizations

    Thursday @ 8:30am

    This session focuses on the fundamentals of compliance for missions organizations. Discussion topics will include protecting the organization’s exempt status, excess benefit transactions, executive compensation-setting practices, unrelated business income, FBAR and FATCA reporting, foreign grant-making, and tax treatment of members of the clergy.

    Following this session, participants will be able to:

    Learning Objectives:

    • Define the overarching principles of a sound tax compliance strategy for mission organizations
    • Evaluate areas where an organization may be able to update or improve current practices
    • Implement strategies to reduce compliance risk and take advantage of tax planning opportunities

    [CPE 200 MIN – Tax]

    Michael E. Batts, CPA

    Managing Partner
    Batts Morrison Wales & Lee

    Mike Batts has extensive experience serving nonprofit organizations across the United States. He advises numerous Christian ministries on accounting, financial reporting, tax strategy, corporate structure, governance, international activities, and other matters. Mike currently serves on the board of ECFA. He previously served as the ECFA board chair. He chaired the Commission on Accountability and Policy for Religious Organizations, a national commission convened to provide policy advice to Congress, the Treasury Department, the Internal Revenue Service, and the nonprofit sector related to federal tax policy affecting religious and other nonprofit organizations.

    Sally R. Wagenmaker, Esq.

    Partner
    Wagenmaker & Oberly

    Sally is a partner at Wagenmaker & Oberly, a law firm serving nonprofit organizations with offices in Chicago and Charleston. She provides legal counsel in corporate, tax, employment, and real estate matters for clients including churches and other religious organizations, social service providers, and schools. Sally speaks regularly on nonprofit legal issues and writes through her law firm’s blog. She has authored numerous articles on tax-exempt topics including religious liberty issues, state exemption, governance, and political advocacy.Sally is actively involved with Christian Legal Society and is a member of the Illinois and Georgia bars.

    Exercising Our Christian Beliefs Through Policies and Practices:
    Can We Still Do That? (TL)

    Thursday @ 3:30pm

    This session presents recent legal developments related to the religious employment and operational policies of missions organizations, with a particular focus on the impact of sexual liberty rights. The session also discusses the differing cultural and legal perspectives on these rights, and potential future developments. Finally, the session identifies steps missions organizations should take so they are best positioned to claim religious liberty protections, if necessary.

    Following this session, participants will:

    Learning Objectives:

    • Recognize how religious and sexual liberty laws have developed in recent years
    • Determine how current and potential future laws relate to the employment and operational policies at missions organizations
    • Identify key issues mission organizations need to consider in developing employment and operational standards that exercise their Christian beliefs

    [CPE 100 MIN – Business Law]


    John Van Drunen

    Executive Vice President and General Counsel
    ECFA

    John has a bachelor of arts in accounting, magna cum laude, from Anderson University and a juris doctor from Regent University School of Law. His responsibilities at ECFA primarily relate to managing the compliance program and writing and speaking on technical nonprofit issues.


    Stuart J. Lark, Esq.

    Partner
    Sherman & Howard LLC

    Stu concentrates on corporate, tax, constitutional, and transactional matters for nonprofit organizations. He regularly advises clients on tax exemptions, commercial activities, unrelated trade or business tax issues, intellectual property, employment practices, corporate governance and structure, financing, and international activities. Stu works with a wide range of nonprofits, including religious organizations, health care providers, social service organizations, educational institutions, and private foundations.

     

    *Earn Up to 13.5 CPE Credits (Fields of Study subject to change)

    Program Level: Basic
    Prerequisites: None
    Advanced Preparation: None Required
    Program Type: Group-Live

    Co-sponsored by CapinCrouse LLP, this group-live seminar will allow you to qualify for up to 13.5 hours of Continuing Professional Education (CPE) credit for CPAs. The program level for these classes is basic; no prerequisites or advance preparation is required. In accordance with the standards of the National Registry of CPE sponsors, CPE credits will be granted based on a 50-minute hour. The NASBA sponsor number is 103366. For questions or more information concerning the seminar and CPE credit, please contact Terra Aguirre, Vice President of Operations, CapinCrouse LLP at 317.885.2620, x 1420 or by e-mail at taguirre@capincrouse.com.

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    CapinCrouse, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.