Register by
August 30, 2009 and
save your organization $$$
Third Annual
2009 Ultimate Financial and Legal ConferenceTM
For Churches, Ministries, and Faith-Based Organizations
October 26-27, 2009
New World United Methodist Church
Arlington, TX
Presented By
Faith & Philanthropy Institute
in collaboration with
Sommerville & Associates, P.C.
Ratliff & Associates, P.C. and
Weycer, Kaplan, Pulaski, and Zuber, P.C.
Sponsored By
Guidestone Financial Services
Ultimate Financial Schedule At-a-Glance General Session Speakers
and
Legal Conference™ Monday, October 26, 2009
8:00 a.m. – Registration begins, Continental
Breakfast
The Ultimate Financial and Legal Conference™
9:00 a.m. – Conference Opening Session Dan Busby Richard Hammar
is a one-of-a-kind program created for churches, CPA, Evangelical Council for Financial Accountability (ECFA) JD, CPA
ministries and faith-based organizations in the 9:30-10:30 a.m. – General Session
U.S. 10:45 – 11:55 a.m. – Concurrent Sessions Conference Presenters
12:00-1:00 p.m. – Networking Lunch
A primary challenge in the current economy is
1:15 -2:45 p.m. – Concurrent Sessions
“Rising Above the Storm” to build a solid
foundation in financial and legal matters. 3:00 – 4:15 p.m. – Concurrent Sessions
4:20 – 4:45 p.m. – Speakers Q&A
Elaine Sommerville Frank Sommerville Sherrye Willis
The Ultimate Financial and Legal Conference™ CPA, Sommerville & Associates, P.C. JD, CPA, Weycer, Kaplan, Pulaski, & Zuber, P.C. Faith & Philanthropy Institute
strengthens local church leadership – pastors and Tuesday, October 27, 2009
financial administrators – in financial, legal, 8:30 a.m. – Continental breakfast
human resources, and risk management issues.
9:00 a.m. – Devotional
9:30-10:30 a.m. – Concurrent Sessions
This conference provides best practices and Cory Halliburton Malachi Johnson Liz Moffitt
JD, Weycer, Kaplan, Pulaski, & Zuber, P.C General Counsel, New Light Christian Center Christopher Quinn Group
solutions to issues facing local church pastors, 10:45 –11:55 a.m. – Concurrent Sessions
Christian nonprofit leaders, and financial 12:00-1:00 p.m. – Networking Lunch
administrators so they can become role models in
1:30 -2:45 p.m. – General Session
financial accountability and faithful stewardship.
3:00 – 4:15 p.m. – Closing Session
Join us and the more than 150 expected Earn up to Patti Malott John Ratliff
13 CPE Credits! Upright Ministries CPA, Ratliff & Associates, P.C.
participants in Arlington, TX this October!
Special Evening of Dinner and Live T h e a t re
“Outstanding conference. The speakers were awesome! This is a much at Cacharel Restaurant
Monday, October 26, 2009, 6:30 p.m. by U.S. Actors Company
needed subject for Christian churches, ministries, nonprofits.” Advanced Reservation Required
– 2008 conference attendee Subject to cancellation due to lack of participation
Day 1: Monday, October 26, 2009 Day 2: Tuesday, October 27, 2009
8:00 a.m. – Registration, Continental Breakfast 8:30 a.m. – Continental Breakfast
9:00 a.m. – Opening Session: 9:00 a.m. – Devotional
Elaine Sommerville, Frank Sommerville, and Sherrye Willis
Devotional - Dr. David Ferguson, Intimate Life Ministries 9:30 – 10:30 a.m. – Concurrent Sessions
Budgeting Amid a Storm
9:30-10:30 a.m. – General Session John Ratliff, CPA, Ratliff & Associates, P.C.
Capitol Hill Impact on Churches and Ministries Learn techniques and practices for identifying imbedded, variable and discretionary costs in addition to best practices for projecting contributions
Dan Busby, CPA, Evangelical Council for Financial Accountability (ECFA) and other revenues. Learn about zero-based budgeting, program-based budgeting and other methods to create a budget that are flexible yet
2009 is an active time for issues which may significantly impact churches and ministries. This session will provide an overview of these issues provide management guidance.
and analyze their potential impact on your organization.
Procedural Issues Arising in Church Tax Inquiries and Examinations
10:45 – 11:55 a.m. – Concurrent Sessions Malachi Johnson, General Counsel, New Light Christian Center
Financial and Legal Internal Controls
Frank Sommerville, JD, CPA, Weycer, Kaplan, Pulaski, & Zuber, P.C. 10:45 – 11:55 a.m. – Concurrent Sessions
John Ratliff, CPA, Ratliff & Associates, P.C. Employee Relations Law
Fraud exists in churches today. Examine recent local fraud cases to discover how it happened and what controls were deficient to prevent the Frank Sommerville, JD,CPA, Weycer, Kaplan, Pulaski, & Zuber, P.C.
occurrence. With the slowing of the economy, internal fraud becomes a greater risk as employees face economic pressures. Learn how internal Cory Halliburton, JD, Weycer, Kaplan, Pulaski, & Zuber, P.C.
controls can prevent, detect, or deter fraud. This session will update participants on the latest legal issues and hazards related to employees facing today’s ministries. Learn what you need
to do to prevent litigation and apply biblical principles to everyday employment issues.
Powerful Teams
Liz Moffitt, Christopher Quinn Group Rise Above Difficult Times with Christian Fundraising Principles, Part 2
Successful teams are relied on more and more to innovate, problem solve, produce, and compete at the speed of change. This session will provide Sherrye Willis, Faith & Philanthropy Institute
an overview of how to build strong, effective teams that ultimately build strong ministries. A continuation of Rise Above Difficult Times with Christian Fundraising Principles, Part 1.
1:15 - 2:45 p.m. - Concurrent Sessions 1:30 – 2:45 p.m. – General Session
990 Updates, Part 1 Ministry Risks Updates
Elaine Sommerville, CPA, Sommerville & Associates, P.C. Richard Hammar, JD, CPA
The 990 form is completely revised for 2008. This session will take an in-depth look at the new form and all of its changes. Whether an organi- Review recent legal and risk management developments. This session will also cover statutory and regulatory developments, litigation trends,
zation has to file it for 2008 or for a year in the future, it is time to explore the requirements now. and case studies.
Reducing The Risk of Litigation Through Wise Employment Practices 3:00 – 4:15 p.m. – Closing Session
Patti Malott, Upright Ministries The Ultimate Tax and Legal Update
Churches today are faced with litigation and lawsuits more than ever before. One area of high risk is poor employment practices that include Elaine Sommerville, CPA, Sommerville & Associates, P.C.
negligent hiring, poorly written policies, and wrongful termination. By the end of this session you will be able to identify potential risks, learn how Frank Sommerville, JD, CPA, Weycer, Kaplan, Pulaski, & Zuber, P.C.
to avoid litigation, and rightfully hire, retain and terminate. Learn the up-to-date tax and legal changes affecting churches and ministries including—but not limited to—director and board liability, interme-
diate sanctions and compensation issues.
3:00 – 4:15 p.m. – Concurrent Sessions
990 Updates, Part 2
Elaine Sommerville, CPA, Sommerville & Associates, P.C.
Continuation from Part 1 of the thorough review of the revised 990.
Rise Above Difficult Times with Christian Fundraising Principles, Part 1
Sherrye Willis, Faith & Philanthropy Institute
Who Should Attend?
Many churches and faith-based organizations have experienced reduced financial support during the recent economic downturn. Explore Chris- Senior Pastors • Executive Pastors • Board Members
tian fundraising principles necessary to accomplish your God-given mission.
Church Leaders • CEO/Presidents • Chief Financial Officers • Accountants
6:30 p.m. Evening of Dinner, Live Theatre, and Fellowship at Cacharel Restaurant (Advance Reservation Required) Business and Church Administrators • Nonprofit Leaders • Seminary Students
“Addicted to Murder” The patients have completed twenty-eight days at Dr. Peppler’s Addiction and Affliction Recovery Center. Nurse Rerimes is
about to report the doctor’s findings and everyone is eager to learn who has been cured and can return home. Will Clark Dark, who is addicted to
tanning beds, be released? How about Candy who hasn’t learned to resist Skittles? Will it be Betty, the narcoleptic, or will the pressure of the big
night cause someone to become addicted to murder?
Ultimate Financial REGISTRATION
and Please register me for the Ultimate Financial and Legal Conference™, October 26-27, 2009
Legal Conference™ $195 (if received by 8-30-09) $235 (if received on or after 9-01-09)
Send a team and Save!
October 26-27, 2009 TEAM DISCOUNTS: Please register my team for the Ultimate Financial and Legal Conference™
2-5 people
New World United Methodist Church $180 (per person by 8-30-09) $220 (if received on or after 9-01-09)
2201 North Davis Drive
Arlington, TX 76012 Dinner and Live Theatre at Cacheral Restaurant
I/we will attend the Monday night Special Evening of Dinner and Live Theatre at Cacheral Restaurant
CPE Credit: $65 (per person)
Delivery Method: Group-live
TOTAL REGISTRATION: $
Program Level: Beginner to Intermediate
Prerequisites: None Please photocopy this form for additional individuals and team members.
Advanced Preparation: None
CPE Credits: 13
Name Title
Faith & Philanthropy Institute (FPI) is registered with the
Texas State Board of Public Accountancy (TSBPA) as a continuing professional Church/Organization
education provider. For more information, contact the TSBPA at 512-305-7800
Address
HOW TO REGISTER
Telephone: 817.835.0271
City State Zip
Toll: 877.374.7300
Fax: 817.864.9006
Web: www.fpiweb.org Telephone Fax
Email: info@fpiweb.org
Email
HOTEL ACCOMMODATIONS
Comfort Suites Payment Method:
411 Road to Six Flags Dr. Check is enclosed for $ .
Arlington, TX, 76011 Please make checks payable to FPI and remit to FPI, Attn: UFLC, 400 Fuller Wiser, Suite 124, Euless, TX 76039
Phone: (817) 460-8700 Credit Card payment $ . Visa MasterCard
Fax: (817) 460-8701
Hotel rooms are NOT included in the Ultimate Financial and Legal Conference registration fee. Card Number Expiration
A limited block of rooms is being held at the Comfort Suites Arlington at a special reduced rate
of $80.99 until October 3, 2009. When reserving your room, be sure to mention that you are
with the Ultimate Financial & Legal ConferenceTM. Name on Card Signature
Cancellation Policy: Cancellations must be received in writing 4 weeks prior to the start Attire: The dress code for all conference-related activities is business casual. Dressing in layers is recommended as meeting rooms can be cool.
date of the conference. After September 26, 2009, all registrations including “no shows” are Model Release: For promotional purposes, videos and photographs are taken at conference. Your registration constitutes permission for FPI to
subject to the full conference fee. An organization may substitute one individual for another use your likeness in promotional materials.
at any time prior to the start of the program.
Nonprofit Org
US Postage
PAID
Permit No. 16
Euless, TX
400 Fuller Wiser, Suite 124
Euless, TX 76039
RETURN SERVICE REQUESTED
Third Annual
2009 Ultimate Financial and Legal ConferenceTM
October 26-27, 2009
New World United Methodist Church
2201 North Davis Drive
Arlington, Texas 76012