Welcome
The 2026 Ultimate Financial & Legal Summit will equip church, ministry, and nonprofit leaders including executive pastors, CEOs, COO, business/financial administrators, and marketing/fundraising professionals. The program specifically assists organizations to practice wisdom in the areas of:
- Nonprofit Accounting
- Tax & Legal Compliance
- Marketing & Fundraising
- Compensation Planning
- And much more!
Strengthen your leadership and organization
Attending the 2026 Ultimate Financial & Legal Summit™ is more than just a professional development opportunity; it's a chance to rejuvenate your spirit, connect with peers, and gain new insights that can strengthen the wellbeing of your organization.
The Ultimate Legal & Financial Summit offers an exceptional opportunity to learn from some of the most respected, national leaders in the field. The Summit will cover a wide range of topics designed to address the most pressing issues and opportunities in financial strategies, legal, fundraising, and risk management.
Don’t miss the only Summit of its kind!
Ultimate Financial and Legal Summit Session Schedule
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8:00–8:10a.m.Welcome and Introductions
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8:10–9:00a.m.
Plenary Session Discerning the Times: Leading with Wisdom Understanding the Moment, Stewarding the Mission, and Leading What Comes Next
Leadership & VisionRead the moment clearly, steward your mission faithfully, and prepare your organization to lead what comes next.
Angela A. Johnson, PhD, MBAAlliance for Greater Works · Dallas–Fort Worth, TexasDownloads Slides PPTX - Break
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9:10–10:00a.m.
Track 1 Should Your Nonprofit Consider a Fractional Executive?
HR PlanningFind out when part-time executive talent makes sense, and how to get senior-level expertise without a full-time salary.
Barbara EnrightTrack 2 Guarding the Gates: Cybersecurity as a Ministry of Stewardship
Cybersecurity for NonprofitsProtect donor data, financial systems, and digital infrastructure by treating cybersecurity as an act of faithful stewardship.
Dr. Laura A. Jones - Break
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10:10–11:00a.m.
Track 1 Passing the Baton Without Dropping the Vision: Succession Planning
Risk ManagementPlan leadership transitions before they become urgent, so your mission, relationships, and momentum survive the handoff.
Dr. Elizabeth Moffitt (Dr. Liz)The Christopher Quinn Group · Dallas, TexasDownloads Slides PPTXTrack 2 When Funding Comes with Strings Attached: Navigating Grant and Donor Restrictions
Donor-Restricted Funds & Grant ComplianceUnderstand your legal obligations when funding comes with conditions, and what to do when those restrictions can no longer be met.
Genevra M. WilliamsMendrygal Law, PLLC - Break
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11:10–12:00a.m.–p.m.
Plenary Session Recent Developments from Capitol Hill, the Courts, and Beyond
The Latest from Capitol Hill & the CourtsGet briefed on the legislative, regulatory, and court decisions shaping nonprofits and churches, before they catch your organization off guard.
Aaron MercerEFCA · Winchester, VA - Lunch & Wellness Break
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12:30–1:20p.m.
Track 1 Strategy Funders Want to Fund
Fundraising & StewardshipLearn how to build a strategy that funders see as clear, credible, and worth investing in.
Shaniqua RischerTrack 2 Anti-Fraud & Internal Controls
Risk ManagementSpot the warning signs of fraud and put simple internal controls in place that protect your people, your funds, and your reputation.
Steve Dawson, CPA, CFEDawson Forensic Analytics, PLLC, d/b/a DFG Forensic Accounting Services · Lubbock, TX - Break
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1:30–2:20p.m.
Track 1 Faithful Over Much: Maximizing Ministry Assets Through Biblical Stewardship
Financial Stewardship & Investment StrategyDiscover how biblical stewardship principles guide wise investments and long-term financial planning.
Dr. Keith ChappelleFamily Wealth Builders USA · Dallas–Fort Worth, TexasTrack 2 Winning the Grant Is Only Half the Battle
Tax & Legal ComplianceThe award letter is the starting line. Learn to manage, track, and report grant funds so you stay compliant and earn the next gift.
Sandra E. Ray, CPA, P.C.Zionsville, IN - Break
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2:30–3:20p.m.
Track 1 Proving What Works: Evaluation Tools for Resource-Constrained Ministries
Fundraising & StewardshipMeasure your impact with practical, low-cost evaluation tools, and show donors and boards what’s really working.
Nora Douglas, PhDSystems Thought Partners · Dallas, TXAngela A. Johnson, PhD, MBAAlliance for Greater Works · Dallas–Fort Worth, TX - Break
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3:25–4:15p.m.
Closing Session Your Financials Tell a Story
Fundraising & StewardshipTurn your financial statements into a clear, compelling story that builds trust with boards, donors, and funders.
Tawnia Wise, CFREWise Resource Development & Financial Affairs · Dallas, TX
Melanie KirtonWise Resource Development & Financial Affairs · Dallas, TX -
4:20p.m.Closing Remarks & Adjourn
We want to thank our sponsors of The 2026 Ultimate Financial and Legal Summit
Frost
Christopher Quinn Group
Sommerville & Associates
Alliance for Greater Works
2026 Ultimate Financial & Legal Summit FAQs
The 2025 Summit is fully virtual.
You must attend all sessions to receive the 8 CPEs? Certificates will be emailed one week after program. The Texas State Board of Public Accountancy requires Alliance to monitor your attendance throughout each session. If you do not respond, you will be marked absent.
We are excited you will join us!
The event will take place live 8:00 a.m. – 4:20 p.m. Central Standard Time (CST).
The 2025 Ultimate Financial & Legal Summit will be hosted virtually on our conference website/app, with sessions hosted in Zoom Webinar and Zoom Meeting.
Session materials will be made available prior to the Summit via the Alliance website that attendees can access ahead.