Tax, Internal Controls and Legal Issues Seminars

Registration opens July 2023

Learn to navigate complex church administrative challenges with ease

Ensure your church’s compliance with local, state and federal laws through our Tax, Internal Control and Legal Issues seminars. These events are ideal for senior and executive pastors, administrators, financial and human resources staff, as well as lay leaders including finance, audit and personnel committee members.

Attend in person at one of two identical events, or join virtually. You’ll network with peers, learn from nationally recognized keynote speakers and choose from multiple breakout sessions. Seminar topics will help you:

Understand Taxes

Payroll and benefits
IRS reporting requirements (1099s, W-2s, “love offerings,” etc.)
Housing allowance

Manage Finances

Internal controls
Construction financing
Insurance coverage

Stay Legal

Employment law and personnel policies
Navigate state and federal legislation
ACA compliance

Tulsa

First Baptist Church Owasso + Virtual

September 27th

9:00 am – 4:30 pm

In-person (includes catered lunch):
$89

Virtual:
$69

Oklahoma City

Northwest Baptist Church

September 29th

9:00 am – 4:30 pm

In-person (includes catered lunch): $89

Get A Reminder When Registration Opens in July 2023

Tentative Agenda for Both Events

8:30am – 9:00am	Registration and Continental Breakfast
9:00am – 9:50am	Introduction and Keynote Address
9:50am – 10:00am	Break
10:00 – 10:50am	Breakout Session 1
10:50am – 11:00am	Break
11:00am – 11:50am	Breakout Session 2
11:50am – 1:00pm	Lunch (provided by WatersEdge)
1:00pm – 1:50pm	Keynote 2
1:50pm – 2:00pm	Break
2:00pm – 2:50pm	Breakout Session 3
2:50pm – 3:00pm	Break
3:00pm – 3:50pm	Breakout Session 4
3:50pm – 4:15pm	Q&A with Panel
4:15pm	Adjourn

Keynote and Breakout Details

Keynote

He Said/She Said – An update on the latest in tax, legal, and accounting issues in two parts.

Frank Sommerville | Weycer, Kaplan, Pulaski & Zuber, P.C.
Elaine Sommerville | Sommerville & Associates, P.C.

Breakouts

Session A

1) Trust but Verify with Ken Tan | CapinCrouse

2) The Evolving Trends in Health Care Policy* with Shanneé Tracey | Guidestone

3) Cybersecurity* with Nathan Sweaney | Secure Ideas

Session B

1) Nuts & Bolts of Payroll with Elaine Sommerville | Sommerville & Associates, P.C.

2) Introduction to Ministry Accounting* with Sarah Barham | WatersEdge

3) Employee Policies/Manual* with Elaine Turner | Hall Estill

Session C

1) Introduction to Ministry Accounting (repeat of 202) with Sarah Barham | WatersEdge

2) Changing Church Metrics* with Ken Tan | CapinCrouse

3) Insurance Best Practices for a Best-in-Class Church* with Matt Neighbors and Jon LaFevers | INSURICA

Session D

1) Internal Controls with Brad Johnson | WatersEdge

2) Setting Reasonable Compensation* with Frank Sommerville | Weycer, Kaplan, Pulaski & Zuber, P.C.

3) Construction Roundtable* with Jerry Vaughan | WatersEdge

*Available in-person only

Speakers

Elaine Sommerville

Sommerville & Associates, P.C.

Frank Sommerville

Weycer, Kaplan, Pulaski & Zuber, P.C.

Ken Tan

CapinCrouse

Shanneé Tracey

Guidestone

Nathan Sweaney

Secure Ideas

Elaine Turner

Hall Estill

Matt Neighbors

INSURICA

Jon LaFevers

INSURICA

Jerry Vaughan

WatersEdge

Sarah Barham

WatersEdge

Brad Johnson

WatersEdge

Need Answers Now?

Have a burning question that can’t wait until our fall seminars? Get the answers you need today by visiting our Tax, Financial and Legal Guidance page. Search our FAQs for answers to the most common questions, or submit a query of your own and our team of experts will find a solution.