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Led by Mike Batts, CPA (Batts, Morrison, Wales & Lee) - The idea of receiving nontraditional gifts can be intimidating for church leaders • causing many to avoid a potential wealth of new giving opportunities for their congregants. We will discuss some of the most significant types of nontraditional gifts that are possible in almost any church together with their tax advantages. We will also discuss very practical, realistic ways to facilitate such gifts with confidence. Our discussion will address gifts of real estate, virtual currency, ownership interests in small businesses, and basic types of planned giving. (CPE)
1:00 PM
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Led by Greg Brooks (Wesleyan Investment Foundation)-This workshop empowers pastors and church leaders to navigate the financial journey of building projects. Whether it's your first facility, an expansion, or refinancing, you'll discover strategies to align your vision with sound financial planning. Gain practical insights on budgeting, funding options, and timelines to build a strong foundation for your church's growth.(CPE)
1:00 PM
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Led by Dr. Bob Winstead - This workshop explores the dimensions of physical, emotional, spiritual, and professional self-care for those in the business of ministry. Participants will to examine their own routines of care and consider how to reduce stress and improve wellness. Participants in this workshop will complete 0.2 CEUs required for certification in The Church Network. To complete all four at this year’s conference, see A4, D4, G4, and J4.
1:00 PM
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Led by James Burns, CCFM, FMP, SFP (NACFM)-Many churches have schools or daycares that work out of their facilities throughout the week. In this session, you will benefit from learning positive methods, rules, and guidelines that will create a successful environment for both the church and school. You'll also learn best practices for creating guidelines, policies, procedures and protocols to incorporate to ensure both the school and the church are sharing the space with mutual respect and protection. The ultimate goal is to create ways for churches and schools to share space and work together for GOD's Kingdom.
1:00 PM
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Led by Charlotte Henry, CPA (Carr, Riggs, Ingram, LLC)-In the accounting world, AI is not a threat but an opportunity. It can empower organizations of all sizes to offer better services, improve efficiency, and help keep the pace in an ever-changing environment. As AI continues to advance, those who approach it with curiosity and a willingness to embrace new technology will likely stay ahead of this trend. This class will provide an overview of the following: •AI’s role in accounting •What should a churches and not-for-profits consider when using AI resources? •What does your auditor want you to know about AI? •Who regulates AI and who is responsible when something goes wrong? •Biggest issues with AI ethical, bias, integration, privacy, and limited knowledge by users This course is intended to give those an opportunity to explore these discussion points and consider how AI could be utilized either within their own organizations or with their clients.(CPE)
1:00 PM
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Led by Sandy McClure, CPA (Baker Tilly)-When you look at financials what do you see? Are they just numbers? What do you look at first? This session will bring to light more than just income, expense, bottom line and cash flows. Your financials should tell a story and provide information on budget, forecast, future, possible fraud and risks. We will also discuss how AI can be used along with financials to enhance your analysis and growth.(CPE)
1:00 PM
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Led by Zac Rodgers & Cory Edwards (GuideStone)-Choosing the right benefits strategy to care for your team well is an important decision that comes with many choices. Reviewing out-of-the-box benefit strategies for ministry health care and retirement with a fresh perspective can help you better steward your resources.
1:00 PM
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Led by Evan Witkowski, CIPM, FSA (Wespath Institutional Investments)-Church finance committees often exhibit risk-avoidant behavior with church funds due to a combination of fiduciary responsibility and a commitment to stewardship. Their primary goal is to safeguard the financial resources entrusted to them by congregants, ensuring these funds are used wisely and ethically. This cautious approach stems from the desire to maintain trust within the community and prevent potential financial losses that could impact church operations and programs. Additionally, many committee members may lack extensive financial expertise, leading to a preference for conservative investment strategies. Ultimately, this risk aversion can lead to sub-par returns in the markets because Church Investors may feel more safety in holding cash versus treating the finances like a perpetual resource.(CPE)
1:00 PM
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Led by Vonna Laue, CPA (CPE)
1:00 PM
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Led by Mark Yeh (Educational Opportunities Tours)-Travel is an effective tool to enhance the discipleship and missions ministries. Planning travel that is economical and meets your needs can be complicated, frustrating and time consuming. Finding and using a trusted and experienced partner can save your ministry team hours of time researching, waiting on hold, and trading pages of emails. A partner can also help you save money that can be directed to ministry instead of travel expenses and make the journey accessible to more travelers. This workshop will help you learn how booking group travel works and how a partner can assist you in implementing this valuable ministry tool.
2:00 PM
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Led by Justine Romine & Gina Baker (HR Ministry Solutions)-In working with hundreds of churches and ministries each year, we've identified three foundational HR documents every ministry needs. We'll cover the benefits and best practices to having these documents in place and discuss potential risks or pitfalls when they are missing, outdated or underutilized.(CPE)
2:00 PM
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Led by Ken Tan, CPA, CFE, CGMA & Dave Gunter, CPA (CapinCrouse)-The right technology can help churches enhance their efficiency, accuracy, and insight. But with all the options available, it can be hard to know if you have the right solutions in place. We’ll share essential accounting tech stack considerations, strategies, and tips to help your church create and maintain an effective accounting tech stack that can save time and reduce errors while supporting your mission-focused goals. You’ll learn how to assess your current financial management processes and systems to identify gaps or areas for improvement, recognize additional data and features that could optimize your workflows and decision-making, and more.(CPE)
2:00 PM
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Led by Emily VerSteeg, CPA & Katrina Gochenour (ECFA)-The importance of an active, informed governing body cannot be overemphasized. At the heart of many ministry train wrecks is a board asleep at the wheel. In this session we will be discussing the importance of helping boards develop best practices that enhance accountability and can unleash the ministry for greater effectiveness.(CPE)
2:00 PM
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Led by David Breeding, CCA-C5 Roundtable for New Administrators (3 Years or Less)-You don’t know what you don’t know. So, how does someone get off to a good start when new to the world of church administration? Come join us for a crash course in all the must-knows of working in church administration. Have a burning question? Bring your question and we’ll pose it to the group. Have an exciting church administration hack or tidbit of knowledge you’ve recently discovered? Bring it to share.
2:00 PM
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Led by Mark MacDonald (Be Known for Something)-Church, unlock the investment of branding for your church. Learn to authentically connect with your community by uncovering your church's unique voice. You’ll say less and they’ll listen more. Be known for something relevant and needed! Discover practical strategies to articulate a memorable identity and maintain consistency across channels. Elevate your church's presence with insights from Mark MacDonald, a seasoned church branding leader.
2:00 PM
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Led by Keely Rule (Guardian Financial)-We will discuss maximizing housing allowance, opting out of Social Security and the value of using a 403(b)(9) plan.(CPE)
3:45 PM
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Led by Alaina Butler (Churches by Daniels)-Join the Churches by Daniels team and a special guest as we explore practical strategies for renovating and expanding church facilities to better serve our communities. In this interactive presentation, we will learn about planning for growth, budgeting, and how to prioritize spaces to meet changing needs. We’ll cover design ideas that balance traditional elements and modern functionality, trends we are seeing, and how to avoid common mistakes and pitfalls in the process. Whether you’re upgrading or expanding now or in the future, this class will equip you with the knowledge to make informed decisions and make sure your church is Renovation Ready!
3:45 PM
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Led by Elaine Sommerville, CPA-Compliance almost always runs contrary to someone’s ideas and dreams and keeping the church within the lines is every administrator’s challenge. The session will discuss areas of operations where compliance decisions are not always happily received by team members in areas of benevolence programs, foreign missions, documentation standards, worker classification and benefit programs. Rounding out the session with a time to “pick your own unpopular topic”, with time dedicated to Q&A for a robust and “fun” discussion.(CPE)
3:45 PM
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Led by Dr. Terry Bertrand, CCA (Emeritus) & Dr. David Smartt, CCA-Theology and Ethics of Church Administration+ - Through a dynamic mix of presentations, discussions, and case study material, this workshop will explore five interrelated topics: theological perspectives on church administration, administration as ministry and mission, administration as a fundamental task of faithful stewardship, key ethical issues in administering churches and ministry organizations, and the TCN Code of Ethics. Participants in this workshop will complete 0.2 CEUs required for certification in The Church Network. To complete all four at this year’s conference, see A4, D4, G4, and J4.
3:45 PM
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Led by Keegan Glick (APS Payroll)-This presentation addresses common payroll and HR mistakes specific to churches, providing practical solutions to avoid these issues. Attendees will learn about managing the unique complexities of church payroll, including ordained minister taxation, housing allowances, and multi-campus management. By the end of the workshop, attendees will be equipped to streamline their payroll processes, ensure accurate tax reporting, and effectively manage HR workflows in a decentralized church environment. Learning Objectives: - By the end of this workshop, attendees will be able to implement effective payroll processes to handle the complexities of ordained minister taxation and housing allowances. - Attendees will understand how to set up and manage payroll and HR workflows for multi-campus church environments. - Attendees will learn to use their payroll/HR systems to ensure compliance and accurate reporting, reducing the risk of common payroll and HR mistakes.(CPE)
3:45 PM
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Led by Jackie McLaughlin, CPA (Chazin)-This session will demystify the responsibilities of a treasurer, focusing on fiduciary duties, legal obligations, and financial decision-making. You'll gain insight into key areas such as risk management, transparency, and accountability, ensuring your nonprofit's financial health remains strong. Learn how to protect both yourself and your organization by understanding internal controls, reviewing financial reports, and setting the right "tone at the top." This presentation is ideal for faith-based staff seeking to strengthen their financial leadership skills. By attending, you'll not only clarify the treasurer's role but also walk away with practical strategies for effective budget management and fraud prevention. Whether you're a seasoned board member or new to the position, this session will provide essential tools for maintaining fiscal responsibility and ensuring long-term sustainability. Learning Objectives: 1.Understand the fiduciary, legal, and financial responsibilities of a nonprofit treasurer. 2.Learn how to implement internal controls and minimize risks of fraud. 3.Gain skills in preparing, reviewing, and approving budgets and financial reports.(CPE)
3:45 PM
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Led by Ken Tan, CPA, CFE, CGMA (CapinCrouse)-No one likes to think that fraud could happen in their church, but it’s a real and ongoing threat. Fortunately, there are practical steps you can take to reduce your church’s risk. We’ll discuss current fraud statistics and share real-life case studies to provide you with a comprehensive understanding of common types of fraud, red flags, and best practices to help safeguard your church against financial loss and reputational damage.(CPE)
3:45 PM
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Led by Victoria Pritchard & Gretchen Naso (RKL Virtual Management)-Leading a church in today's complex environment requires innovative approaches to financial management. Modern technologies and outsourcing strategies offer practical solutions to enhance operational efficiency and reduce costs while allowing your team to focus more time and resources on your core mission. Join us to discover: Join Us to Discover: - How to streamline financial operations while maintaining excellence - Strategic approaches to maximize resources through accounting outsourcing - Ways to leverage technology for improved financial management - Methods to build consensus and implement change effectively.(CPE)
3:45 PM
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Led by Dana Fickling, CCA & Ross Burton, CCA (Emeritus)-Exchange ideas and discuss issues with other experienced church administrators. Participants can submit the questions they want to discuss during this networking experience. This session will include Finance, Stewardship, and Planned Giving topics. Part 2 will include Property, Operations, and Personnel topics. Miscellaneous topics will be discussed as time permits.
3:45 PM
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Led by Bruce Woody (HH architects)-Church leaders often face challenges when planning facilities to serve their growing church family. Come and learn the key steps for designing and developing the right space for your campus—one that aligns with your mission, creates energy, fosters connection, and serves as a place of respite. This session will guide you in creating the right space, at the right cost and time, to achieve the impact your church needs.
4:45 PM
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Led by Jordn Ault, JD (Husch Blackwell, LLP)-The typical church faces dozens of legal issues every year: employment disputes, real estate transactions, licensing media, litigation, contracts, governance issues, major gifts, policies for staff and volunteers, and many more. This fast-paced session is designed to train non-lawyers to spot and address common legal issues. Participants will learn from real-world examples about how to minimize liability, determine when it's time to call a lawyer, and avoid costly mistakes.(CPE)
4:45 PM
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Led by Dan Mikes (Cass Bank)-Anticipate the loan application and loan closing timeline and process. Understand how lenders determine your borrowing capacity. Typical Loan Terms, Conditions, Pricing, & Costs.
4:45 PM
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Led by Dr. Della Lago-Stewardship is more than managing money and things. Proper management and stewardship of the church's people 'resources' is vital for fulfilling the mission of the church. This workshop will describe why evaluation is necessary, how it should be done, and common mistakes to avoid. Overall, concepts of risk management, leadership, and theology of church administration are threaded throughout, providing the foundation for this aspect of human resource management. Participants will be given the opportunity to work through scenarios and use provided practical tools and resources that can be immediately incorporated into the workplace.
4:45 PM
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Led by Dana Fickling, CCA & Ross Burton, CCA (Emeritus)--Exchange ideas and discuss issues with other experienced church administrators. Participants can submit the questions they want to discuss during this networking experience. This session will include Finance, Stewardship, and Planned Giving topics. Part 2 will include Property, Operations, and Personnel topics. Miscellaneous topics will be discussed as time permits.
4:45 PM
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