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 . . . read more

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 . . . read more

Strategic Planning: Managing Your Tomorrow, Today (AM) Friday @ 3:30pm A great strategic planning process will create clarity that will unlock the power of your organization’s potential. It will give perspective on the future and help you align strategy, operations, and finances effectively to propel you forward. This session will introduce the principles and a comprehensive . . . read more

Investment Strategy in Today’s World – Understanding the Macro and Micro Issues in Order to Protect Your Future (FM) Friday @ 3:30pm This session will provide an economic update and overview of the macro investment environment including what is noise and what is substantive. It will discuss cognitive biases for investment decision making relevant to . . . read more

International Operations: There Are Many Ways to Do It (FM) Friday @ 1:30pm There are many ways that organizations carry out operations around the world. Some use partnerships, affiliations, joint ministry agreements, and formal networks. Various issues affect choices including international grant making guidelines and a potential need for formal memorandums of understanding. Ray Sanford of . . . read more

The Digital Lens: Innovation, Technology Trends, and Mission  (AM) Friday @ 1:30pm The digital revolution is changing organizational landscapes. New job descriptions, organizational charts, funding, and spending are being affected by this change. It is quickly moving from service system to nervous system. For ministries who focus on life transformation, this can be a gift . . . read more

It’s All in the Numbers! (DEV) Friday @ 8:30am As it relates to evaluating the performance of your fundraising program and informing your strategy, the key to understanding current performance and unlocking future growth is tied to the numbers. The question is which numbers? This session will help you focus your analysis on the right . . . read more

Funding Mission Ministries Beyond Charitable Giving (FM) Friday @ 8:30am Many ministries are experiencing limited or reduced giving, aging donor bases, competition for donor support, economic and tax law uncertainty, and much more. These issues can make reliance on donor support even more challenging. Beyond charitable giving and program related activities such as BAM there . . . read more

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 . . . read more

2017 Accounting and Financial Reporting Update (FM) Thursday @ 3:30pm This session will present recent accounting pronouncements affecting financial reporting for nonprofit entities, with a focus on key elements and implementation issues of the FASB Accounting Standards Update 2016-14 – Presentation of Financial Statements of Not-for-Profit Entities. Learning Objectives: Identify the most recent accounting pronouncements, their . . . read more