Finance Workshops

Charitable Contributions: The Good, The Bad & The Ugly

Presented by:  Elaine Sommerville

This will be a review of the rules governing charitable contributions from both the perspective of the donor and the perspective of the church.  We will look at both the legal requirements governing this area, as well as best practices that the church should follow.

Sessions B10, C10

 

Fixed Assets & Depreciation

Presented by:  Ann Williams

To capitalize or not to capitalize?  That is the question.  Have you ever wondered how to record the assets (furniture, equipment, vehicles, etc.) and related depreciation for your organization?  This course will help you create a capitalization policy for the church's assets and show you how to record the related straight line depreciation.

Sessions A13, C13

 

Protecting Your Organization from Accounting Fraud

Presented by:  Sandy Sullivan

Accounting fraud, employee embezzlement, internal theft...whatever you call it… these forms of occupational fraud and abuse cost American companies billions of dollars every year.  Research also clearly shows that small businesses have the highest risk for loss, and estimates are that three out of every ten small businesses are filing bankruptcy these days due to fraud losses.  Raise your awareness of this problem and take away from this session tools that can help mitigate or lessen the potential losses for your organization.

Sessions A12, C12, D12

 

Qualification of Accounting Personnel

Presented by:  Ann Williams

Knock, knock.  Who's there?  Your new Accountant!  Finding the right person to manage the accounting processes of your church can prove to be difficult.  This course will cover the qualifications needed for accounting personnel for each accounting process within your not-for-profit organization, specifically religious organizations.

Sessions B13, D13

 

Tax and Legal Roundtable

Presented by:   Frank and Elaine Sommerville

The Sommerville’s will provide a look at the more recent developments in tax and legal issues that are affecting churches, as well as give you a glimpse into what may be coming in the near future.

Session D10

 

The Church as an Estate Beneficiary

Presented by:  Taunya Painter

As ministers, it is easy to remind church members about tithes and offerings as you pass the plate every service.  But are you telling members about opportunities to see their money in the ministry after they have gone to Heaven?  If you don’t do it, no one is likely to suggest to a member that the church can be a beneficiary of their estate planning.  There are many ways that a church can present options for end-of-life financial decisions.

Session B9