Ultimate Financial and Legal Conference 2021
elainesumemrville
Elaine Sommerville
Lessons from Joshua: Keys to Leadership and Success

Elaine Sommerville

Handout coming soon

Paula Burns
Paula Burns
Navigating Emerging Risks Today

Paula Burns

The risks facing your church or ministry today are many, but there are common practices that may assist in avoiding certain risks. This session will cover several topics and be an interactive session reviewing:

  • The state of the non-profit insurance marketplace today.
  • Cyber Attacks are on the rise – what the church/non-profit needs to know.
  • Child on child abuse is on the rise – what we need to know as church programming begins ramping up for Summer.

Handout

Presentation
Megan Terrell
Megan Terrell
Changing times – The Transforming Face of Accounting

Megan Terrell

We will discuss the impact of the progressing changes on the accounting profession through such topics as robotics and blockchain, the progressing licensing of CPA’s, cryptocurrencies, the impact of remote technologies on internal control, and other advancements. We will also discuss how to use these opportunities to advance and challenge your ministry in a changing world.

Presentation Handout
Roy Hayhurst
Roy Hayhurst
I love to tell the story: branding in the age of social media

Roy Hayhurst

Your brand is who you are – or more accurately, how members, donors, prospects, and others perceive who you are. In an age of instantaneous (mis)information how do you protect your brand, augment it, and use it to further your organization’s goals? From what to communicate, when, where, and how, to trends in communication, we will discuss the importance of your brand and how it can help your organization achieve its mission and vision with practical insights you can implement today.

Presentation Handout
Sandra Fowler
Sandra Fowler
elainesumemrville
Elaine Sommerville
The Ins and Outs of Minister Tax Issues

Sandra Fowler & Elaine Sommerville

By the end of the session, participants will be able to define who is a minister according to both the Department of Labor and Internal Revenue Service definitions, will gain a better understanding of the dual tax status unique to ministers, and will be able correctly designate and account for the minister’s housing allowance. We will also discuss income and expense plans related to ministerial employees

Handout

Presentation
franksomerville
Frank Sommerville
Cory Halliburton
Cory Halliburton
Top Ten Things – Employment Law Update

Frank Sommerville & Cory Halliburton

Join our favorite attorneys to review current events affecting a religious organization’s employment practices including lessons learned from pandemic-work conditions that are here to stay (maybe), remote work and the law, the ministerial exception, and strategies for ministers and exempt and nonexempt employees. Learn how your organization can navigate areas that can sidetrack its ministry and drain valuable resources when things go awry

Presentation Handout
Curt Swindoll
Curt Swindoll
Are you Running your Organization or is it Running You?

Curt Swindoll

Learn the Six Keys to Leadership Mastery in a Christian Organization focusing on these concepts:
  • Get REAL 
  • Keep it SIMPLE 
  • Get RESULTS
  • EOS Model
  • Vision / Traction Organization
  • Accountability Chart
Presentation Handout
Richard Hammar
Richard Hammar
Ministry Risk Updates

Richard Hammar

Review the recent legal and risk management developments. This session will also cover statutory and regulatory developments, litigation trends, and case studies.

Handout

Presentation
elainesumemrville
Elaine Sommerville
Form 990: Common Mistakes Still Made After More Than a Decade!

Elaine Sommerville

It has been 12 years since the Form 990 was redesigned by the IRS, but many professionals and organizations still struggle to prepare the return accurately. This session will spend time reviewing the most common mistakes still made and provide tips for preparing an accurate return for use by regulators and the general public.

Handout

Presentation
Angela Johnson
Angela Johnson
From Allyship to Solidarity: A Purpose-Driven Response for Bridging Racial and Cultural Divides

Angela Johnson

Over the last eighteen months, our world, nation, cities, and neighborhoods have experienced multiple pandemics including COVID-19, civil unrest, and community violence. Each pandemic has impacted us in some way. Yet, many people of faith feel helpless in knowing what to do and what to say. If you are wondering how to navigate the current cultural dynamics in our families, churches, and communities and understand how we can all be a force for healing and harmony, join us for a thought-provoking session that will introduce you to a Biblical framework of diversity, equality, and inclusion.

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Presentation
pattimalott
Patti Malott
Policies and Procedures for Remote Workers

Patti Malott

Not only will sound work-from-home policies keep employees on track while working offsite, but they will also help avoid potential legal problems that can arise from remote work. This session will cover policies and procedures to safeguard your organization while allowing employees to work remotely.

Presentation
Handout 1

Handout 2
elainesumemrville
Elaine Sommerville
Benevolence – Meeting the Ever-Increasing Need

Elaine Sommerville

The United States is one of the most giving countries in the world and religious organizations are in the forefront of giving. Effects of the recent pandemic have created greater needs to be met with limited funds. Establishing solid benevolence programs and understanding compliance limitations assist organizations in reaching people effectively.

Presentation
Handout

franksomerville
Frank Sommerville
#MeToo in a #ChurchToo World

Frank Sommerville

In the last 18 months, churches have experienced record levels of disclosures by victims of sexual abuse by church leaders – sometimes for events that occurred decades ago. This session will address how to identify sexual harassment by church leaders and volunteers. We will then discuss how to respond once an allegation has been made. Finally, we will discuss steps the church can take to minimize the risk that will happen in their church.

Handout
ashleyvoss
Ashley Voss
Accounting for the Future

Ashley Voss

Now is the time to look forward and plan for the future! Whether you are accounting for contracts, commitments, obligations, or simply a vision (and budget) for the future, your accounting should be forward thinking. From capital projects to capital leases, from pledged contributions to retirement obligations, we will learn how to practically account for your future plans and how to comply with the most current accounting standards.

Handout
sommervilles
Frank & Elaine Sommerville
Tax & Legal Update for Religious Organizations

Frank & Elaine Sommerville

New tax law, new guidance, new rulings, and new court cases all provide insight into the application of the rules and regulations applicable to religious organizations. Learn what is new from the IRS and how to apply lessons learned by others to the day-to-day operations of your religious organization.

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We Want to Thank Our UFLC Sponsors