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Faith in Numbers

At Wegner CPAs, we understand that financial accountability is important to all places of worship and other religious organizations. We want to ensure that you stay informed of how accounting and other financial related issues affect your church or religious organization. Join us for a full day of education guiding churches and religious organizations on a path to financial accountability.

When:

October 22, 2019   |   9:00 AM – 4:00 PM

Where:

Blackhawk Church, 9620 Brader Way, Middleton, WI 53562

Fee:

$50 $35
Take advantage of the early bird rate and register before September 13 – only $35 for the full day –  Register Now!

AGENDA

Welcome (9:00 - 9:30 AM)

Registration and Breakfast

Keynote Speaker (9:30 - 10:30 AM)

Todd Kuckkahn

Changing With Generations

Todd Kuckkahn, Independent Certified Coach, Teacher, Trainer and Speaker with The John Maxwell Team

There is no singular absolute definition of individual generations. However, the definitions by The Pew Research Center are generally aligned with the same years as most. Determining how we treat people based on their generation is risky business. Some might even go so far as to call it ageism. Identifying people by their personality style can be much more effective. Some Generation Z members have the soul of a member of the Silent Generation. Some Boomers have the same relationship needs as a Millennial. To get through all of this generational noise, it might be better to use the DISC personality assessment to determine how to best communicate within and between generations. This session will be both interactive and presentation style.

Todd Kuckkahn, Independent Certified Coach, Teacher, Trainer and Speaker with The John Maxwell Team

Todd Kuckkahn is an independent certified speaker, coach and trainer with the John Maxwell team. He has specialized certification as both a DISC consultant and trainer. Throughout his career, Todd has done numerous presentations, workshops, seminars and speaking engagements. He is passionate about sharing his experience and knowledge in leadership, personal growth and non-profits. Todd’s work ranges from presenting at international conferences and the Big Ten Conference to working with Kindergarten students on winning and learning (not losing).

Breakout Session I (10:45 - 11:45 AM)

Christy Rudolf

1’s and 0’s – A Software Roundtable 

Christy Rudolf, Outsourced Accountant, Wegner CPAs

Please join us as we explore the pros and cons of Accounting Software, Church Management Software, and Donor Management Software…together! Please bring your ideas and experiences to the table so we can learn from each other in this facilitated discussion.

Christy Rudolf, Outsourced Accountant, Wegner CPAs

Christy has eighteen years of combined experience in corporate accounting, public accounting and finance. She has experience managing and performing all accounting functions, auditing, strategic planning, forecasting, tax planning and cash management/investment strategies for a variety of industries.

Joe Gabriel

Donor Advised Funds: An Introduction and Key Strategies

Joe Gabriel, Thrivent Financial

Donor Advised Funds are a terrific option for individuals who want to maximize their charitable impact while being tax efficient. It is one of the best ways to grow your legacy whether you have $500 or several million. In this session, we will discuss the details of what a Donor Advised Fund is, strategies on how they can be used, and how to raise awareness within your donor base.

Joe Gabriel, Thrivent Financial

Coming from a seminary education background, Joe brings the heart of a pastor into the business. He understands the sensitive nature of personal finances and planning for future goals. Joe’s priority is to build a relationship with his clients and to help them feel confident in their finances.

Scott Haumersen

High Functioning Church Boards – how to be the best!

Scott Haumersen, CPA, CGMA, Partner, Wegner CPAs

Church Boards have four key responsibilities: Legal and Fiduciary, Oversight, Fundraising and Representation of the congregation in the mission of the organization. Depending on your size, religion, denomination and scope of your programs, the types of board may vary, but the basic principles remain. The concepts of stewardship are the key. In this session, we will look at board responsibilities, discuss lines of communication, learn methods for engaging the board, and find ways to leverage the expertise and creativity of the board members to further your church’s mission.

Scott Haumersen, CPA, CGMA, Partner, Wegner CPAs

Scott Haumersen, Partner, joined Wegner CPAs in 1981. For more than 30 years, through his excellent service, Scott has enjoyed helping non-profit organizations to solve problems, find efficiencies by cutting costs and reach their potential.

Melodi Bunting

Understanding the Foundations of Accounting

Melodi Bunting, CPA, CMA, CGMA, Training and Career Development Manager, Wegner CPAs

Do you ever wonder why revenue is negative and expenses are positive in QuickBooks? Why do you need two sides to each journal entry? This session will build your understanding of the foundational concepts and terminology of accounting. We will walk through examples and explain the various financial statements, debits and credits, and the accounting equation.

Melodi Bunting, CPA, CMA, CGMA, Training and Career Development Manager, Wegner CPAs

Melodi develops and coordinates effective internal and external training opportunities, and constructs a career development plan for each staff member of the Assurance department. Additionally, Melodi works with the audit team performing audits and tax return preparation for a number of different tax-exempt organizations. Melodi annually attends continuing professional education seminars on accounting, auditing, compliance, and tax issues.

Lunch and Networking (11:45 AM - 12:45 PM)

Panel (12:45 - 1:30 PM)

CFO / CEO Relationship

Navigating the relationship between senior leadership and finance. How can the two roles work well together and where are the challenges? We’ll hear real-life stories on lessons learned and practices that help facilitate a great working relationship!

Breakout Session II (1:45 - 2:45 PM)

Lisa Sotis

Funding and facilitating construction with a frugal mindset

Lisa Sotis, Project Development Manager, NCI-Roberts Construction

In this breakout, Madison-based church builder NCI-Roberts Construction will explore the application of a frugal mindset to all phases of church design and construction. To begin, how might a church determine the feasibility of an expansion? We’ll discuss benchmarks for debt ratio and cash flow, and lender criteria. For the fundraising phase, we’ll share options for church-led and outsourced options, as well as denomination-specific funding programs. For the design phase, we’ll discuss master planning and phasing, cost/square foot and the good-better-best process for finish selection, plus ideas for multi-use spaces and hardworking square footage. Attendees will also learn how to compare contractor fees by category, and what value engineering really means.

Lisa Sotis, Project Development Manager, NCI-Roberts Construction

Lisa Sotis is project development manager for NCI-Roberts. She guides congregations from initial planning and preliminary design through fundraising and construction, and strives to be a long-term resource for church and Christian school facility management, especially in times of growth and change.

Joshua Hall

Seven ways to fail your donors

Joshua Hall, InterVarsity Christian Fellowship/USA

When we think of fundraising as one step above a used car sales person, we inadvertently pass this along to our ministry partners through our actions and behaviors. During our time together we will look at seven common mistakes that organizations, ministries, and churches often make when raising money. As Henri Nouwen has proclaimed, “Fundraising is, first and foremost, a form of ministry. It is a way of announcing our vision and inviting other people into our mission.” Come see how fundraising can be ministry and life transforming for your ministry partners.

Joshua Hall, InterVarsity Christian Fellowship/USA

Joshua has been on staff with InterVarsity Christian Fellowship/USA since 2000. He currently serves as InterVarsity’s National Director of Revenue Strategy and Advancement Services. He has lead InterVarsity’s efforts in major gifts, estate and planned giving, campaigns, mid-level donor engagement, ministry analytics, prospect research, guest program events, training and coaching campus ministers in their deputized fundraising efforts, alumni development, serving on InterVarsity’s Board of Trustees Stewardship Committee and overseeing advancement services. Prior to his time in development, he managed InterVarsity’s President’s office and was the Camp Administrator at InterVarsity’s Bear Trap Ranch located outside of Colorado Springs. Joshua was involved with InterVarsity in college at The College of St. Scholastica in Duluth, MN, where he graduated with a bachelor’s degree in management. He also holds a master’s in organizational leadership from Eastern University. Joshua is married to Kim, they have two children and live in Fitchburg, Wisconsin and are members of Blackhawk Church.

Mike Hablewitz

Key Performance Indicators: Track What is Important to You!

Mike Hablewitz, CPA, Partner, Wegner CPAs

When helping lead an organization, there is a lot of information you need to make sense of. In this session, we will discuss determining what information – both financial and non-financial – is important to you and how to track it. Topics will include cash management, reserves, restricted gifts, membership/attendance, number of giving units, and others that attendees feel are key to the organization’s success. We will also discuss the potential benefits of organizational dashboard and provide some examples. Please bring your ideas and questions to share with the group!

Mike Hablewitz, CPA, Partner, Wegner CPAs

Mike has experience working with a variety of non-profit organizations, included health and human services, religious organizations, trade associations and labor unions, among others. Particularly interested in internal control issues, Mike enjoys helping his clients implement stronger internal controls to safeguard their assets and has provided services that resulted in uncovering fraud. In addition, Mike enjoys helping his clients identify strategies to streamline bookkeeping, making financial statements easier to understand.

Sarah Flanagan

What Policies Do I Need in my Organization? 

Sarah Sneider, CPA, Director of Finance and Building Operations, First United Methodist Church

The goal of all policies and procedures is to communication expectations and provide guidance for working in the organization. As such, these can be financial or nonfinancial in nature. In this facilitated discussion, we will look at best practices for organizations and sample policies. Please bring your ideas and experiences to this session so we can learn from each other.

Sarah Sneider, CPA, Director of Finance and Building Operations, First United Methodist Church

Sarah Flanagan is a Certified Public Accountant with a professional background in nonprofit accounting, financial management, investments and auditing. A graduate of Drake University School of Business, Sarah has a wide range of interests and involvement in the Madison community. Besides being an avid singer/musician and runner, she keeps the church’s finance office and every day operations humming with efficiency and good humor at First United Methodist Church.

Breakout Session III (3:00 - 4:00 PM)

Melodi Bunting

Does Culture Matter?

Melodi Bunting, CPA, CMA, CGMA, Training and Career Development Manager, Wegner CPAs

Culture is seen as the heartbeat of an organization. It doesn’t just happen, it is created and can be changed. Is your organizational culture remarkable and furthering the mission or does it undermine success? Assessing culture is not often considered, yet culture defines and shapes how things are done. In this session we will explore the key elements of culture. We will discuss examples and encourage discussion and questions applicable to your organization.

Melodi Bunting, CPA, CMA, CGMA, Training and Career Development Manager, Wegner CPAs

Melodi develops and coordinates effective internal and external training opportunities, and constructs a career development plan for each staff member of the Assurance department. Additionally, Melodi works with the audit team performing audits and tax return preparation for a number of different tax-exempt organizations. Melodi annually attends continuing professional education seminars on accounting, auditing, compliance, and tax issues.

Hannah Lanser

Diving Deep into Contributions, Restrictions, and Designations

Hannah Lanser, CPA, Manager, Wegner CPAs

This session will continue to build upon last year’s session on accounting for restricted and designated gifts. We will look at ways to track restrictions, maintain donor compliance with those restrictions, and communicate clearly with donors on the front and back end.

Hannah Lanser, CPA, Manager, Wegner CPAs

Since joining the firm in September 2012, Hannah has worked primarily with non-profit organizations. Hannah has a passion for financial stewardship and accountability and is a lead auditor and consultant for non-profits and religious organizations in Wisconsin, New York, and Washington, D.C. She is a firm believer that strong financial and administrative systems result in greater organizational success. Hannah annually attends continuing professional education seminars on accounting, auditing, compliance, and tax issues.

Amanda VanNatta

Unrelated Business Income for Churches and Religious Organizations

Amanda VanNatta, CPA, Senior Manager

This session will cover tax obligations of churches and religious organizations. While exempt from taxation, some common activities of churches and religious organizations can lead to unrelated business taxable income being generated. We will discuss some common areas of exposure for churches and religious organizations. An overview of the qualified transportation fringe benefit rules will also be covered.

Amanda VanNatta, CPA, Senior Manager, Wegner CPAs

Amanda joined Wegner CPAs in 2019 as a Senior Manager in the firm’s Assurance Department. She joined our team with over 10 years of experience in public accounting and for the last 8 has concentrated in the not for profit tax area. Amanda’s experience includes serving a variety of clients including unions, publicly supported organizations, advocacy organizations, PACs and government grant funded organizations. She is passionate about advising organizations about how to be and stay tax exempt. She also has extensive experience representing organizations in IRS audits with unrelated business income issues and applying for exempt status.

Traci Scherck, HR Compliance Webinar Series

FLSA – Nuts, Bolts & Updates

Traci Scherck, Scherck Consulting

Did you know the burden of proof is on you as an employer to ensure you are in FLSA compliance? Yet, 58% of Americans face payroll errors. This presentation will help to ensure that employees are paid correctly and you as an employer are in compliance with the various updates to the FLSA. All employees must be paid hourly, non-exempt, unless they are considered exempt under the the FLSA. An employer must prove that the employee meets the exemption under the Salary Basis, Salary Threshold and Job Duties tests. Oh, don’t forget to document! Yes, we will cover that too.

Traci Scherck, Scherck Consulting

Traci is the founder of the HR Foundation courses and Scherck Consulting, a human resources consulting firm that provides authentic, innovative and HR solutions. Traci partners with small businesses in creating a strong and legally compliant HR infrastructure that is rooted in their mission. Traci is married and a proud mother of two boys and two Newfoundlands. She has a passion for hiking and boating in the beautiful Wisconsin woods and living an authentic and purposeful life.

Check out what some of our past attendees had to say about Faith in Numbers!

“Excellent conference, interesting, organized, meaningful.”

“Thank you for this opportunity. Great job everyone. Great to hear of an audit firm trying to understand nonprofits!”

“Looking forward to next year!”

“Loved the day! Thank you! I hope to bring more people next year!”

“This was very useful! Thank you! And affordable which made it possible. Presenters were very approachable.”

“Wonderful! Will definitely return next year. Very informative and great resources.”

“This would be very informative for Pastors. Marcio gave helpful info that would prepare pastors to lead and become responsible for financial info.”

Unable to attend in person?

A recording of the entire conference including the keynote and every breakout session will be available to purchase for just $50! Subscribe to our email list to be notified when the recording is available.

You can also access our past conference recordings below. Click on “Buy all $50.00” to purchase and stream anytime.

Thank you to our sponsors!

Breakfast Sponsor

NCI Roberts

Lunch Sponsor

Thrivent Financial

Media Sponsors

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