Loading…
Faith Based Finance Collaborative 2020 has ended
Welcome to your course selection! 

Please choose which sessions you will attend by checking the bubble next to the course title.  Note that your selections are auto-saved, so there is no save button.  Contact Sheri Guess at sguess@accttwo.com with any questions.

Sign up or log in to bookmark your favorites and sync them to your phone or calendar.

Tuesday, February 25
 

8:00am

Registration, Breakfast and Networking
You can pick up your badge, grab a cup of coffee, and meet others at the conference.  We will also serve a light breakfast.  Snacks are provided throughout the day as well.

Tuesday February 25, 2020 8:00am - 8:50am
Vendor Marketplace

9:00am

Welcome To The FBFC 2020 - Devotion and Introduction
We can't wait to have Pastor Carter lead us into our two day finance and accounting summit.  Allison and Chris with AcctTwo will give you the lay of the land with logistics and other pertinent information to set the stage for two full days of learning and connection!


Speakers
avatar for Aaron Moore

Aaron Moore

Director of Ministry, Concord Church of Dallas
avatar for Chris Grady

Chris Grady

Managing Director, AcctTwo Shared Services
Christopher Grady is a former youth pastor and non-profit executive manager who holds a Bachelor of Arts from Northwestern University. He has 15 years of finance and operations experience, and currently serves as Managing Director of Business Development for AcctTwo.
avatar for Allison Webb

Allison Webb

Director of Finance, AcctTwo Shared Services
Allison is a highly regarded CPA with over 20 years of audit and advisory services at both national and regional public accounting firms. Prior to joining AcctTwo, she spent 16 years at Capin Crouse LLP and 4 years at Aprio LLP (formerly HA&W). As a Partner at Capin Crouse LLP, Allison... Read More →


Tuesday February 25, 2020 9:00am - 9:50am
Main Sanctuary

10:00am

Next Faith: Five Faith Trends Shaping The Future
In this session, Mark will share current research from his work with Barna and others about trends in the intersection of faith and culture impacting the work of ministries.

Speakers
avatar for Mark Matlock

Mark Matlock

President, WisdomWorks Ministries
Mark Matlock, President WisdomWorks LLC - has worked with and under boards as the executive director of Planet Wisdom and Youth Specialties for two decades. His experiences have led the organization through mergers and acquisitions from sole proprietorships, non-profits, and publicly... Read More →


Tuesday February 25, 2020 10:00am - 10:50am
Main Sanctuary

11:00am

Trust But Verify
The real impact of financial fraud in ministry and the safeguards to implement best and safest practices.

Speakers
avatar for Kenneth Tan

Kenneth Tan

Principal, Capin Crouse
Ken joined CapinCrouse in 2019 and has more than 10 years of public accounting and large nonprofit experience, providing both advisory and assurance services to various nonprofit entities, churches, and mission organizations. Ken managed the audits of public Fortune 100 and private... Read More →


Tuesday February 25, 2020 11:00am - 11:50am
Main Sanctuary

12:00pm

Lunch and Networking
Join us for a sit-down catered lunch and connect with someone new!  Lunch will be served buffet style and in the main sanctuary.

Tuesday February 25, 2020 12:00pm - 12:50pm
Main Sanctuary

1:00pm

Audit Preparation
We will share tips and tricks to ensure you are ready for your audit, as well as show you
how to leverage technology to make sure you're fully prepared.

Speakers
avatar for Shelly Einspahr

Shelly Einspahr

Client Controller, AcctTwo Shared Services
Shelly Einspahr is a Certified Public Accountant with her Bachelor of Accountancy from New Mexico State University.  She has 16 years of experience in accounting for churches, and currently serves as a Controller for AcctTwo in Dallas.


Tuesday February 25, 2020 1:00pm - 1:50pm
Classroom 1

1:00pm

Ministry Metrics - How To Deliver Results In Your Ministry
With so many options on how to calculate financial metrics, how do you choose the right ones for you and your ministry/church? In this session, we will review top Key Performance Indicators (KPIs) that match up to the goals and initiatives for your ministry.

Speakers
avatar for Allison Webb

Allison Webb

Director of Finance, AcctTwo Shared Services
Allison is a highly regarded CPA with over 20 years of audit and advisory services at both national and regional public accounting firms. Prior to joining AcctTwo, she spent 16 years at Capin Crouse LLP and 4 years at Aprio LLP (formerly HA&W). As a Partner at Capin Crouse LLP, Allison... Read More →
avatar for Kenneth Tan

Kenneth Tan

Principal, Capin Crouse
Ken joined CapinCrouse in 2019 and has more than 10 years of public accounting and large nonprofit experience, providing both advisory and assurance services to various nonprofit entities, churches, and mission organizations. Ken managed the audits of public Fortune 100 and private... Read More →


Tuesday February 25, 2020 1:00pm - 1:50pm
Main Sanctuary

1:00pm

AP Workbench
Find out how to use the filters in the AP Workbench, and learn the difference from the Select to Pay screen.

Speakers
avatar for Lynda Reich

Lynda Reich

Senior Solution Architect, AcctTwo Shared Services
Lynda has more than 15 years of experience in the church and non-profit sector managing Accounts Payable, analyzing monthly General Ledger, running P&L statements and Balance Sheet Reports, managing Cash Flow, and Creating Budgets. Her deep product knowledge of Intacct and Intacct... Read More →


Tuesday February 25, 2020 1:00pm - 1:50pm
Classroom 3

1:00pm

Bank Reconciliations
We all know that reconciliation is simple, but are you aware of just how critical step is in the accounting process?  Join us to learn about the new Sage Intacct bank reconciliation features  and you too will be able to streamline your process.

Speakers
avatar for Merilee Howell

Merilee Howell

Project Manager, Not-for-Profit Services, AcctTwo Shared Services
Merilee comes from an accounting firm and has more than 26 years of experience in accounting, business administration, and management. This includes work in both for profit and non-profit organizations. Merilee has specific experience in church accounting and related software applications... Read More →
avatar for Kimberly McKinnon

Kimberly McKinnon

Senior Accountant, AcctTwo Shared Services
Kimberly McKinnon is a Senior Accountant with AcctTwo.  She received her BS in Accounting from Arkansas Tech University, and has 9 years of experience in the public and private sectors, including church organizations.


Tuesday February 25, 2020 1:00pm - 1:50pm
Classroom 4

1:00pm

Credit Card Management
We hear from our customers that there are different ways to manage credit cards in Sage Intacct. In this session we will share some of those ways, and share successes and challenges to consider when determining what works best for your ministry.

Speakers
avatar for Holly Hamilton

Holly Hamilton

Accounting Specialist, AcctTwo Shared Services
Holly Hamilton received her degree from the University of North Texas, and currently works with AcctTwo as an Accounting Specialist in our Dallas office. Her background is in accounting, payroll, and finance support, most especially in the church and non-profit sectors. She also has... Read More →
avatar for Nicole Miller

Nicole Miller

Client Controller, AcctTwo Shared Services
Nicole Miller is a Certified Public Accountant with a BBA in Accounting from Texas A&M University. She has over 20 years of accounting experience working in both for profit and non-profit organizations. Her not-for-profit experience includes church organizations, mission sending organizations... Read More →


Tuesday February 25, 2020 1:00pm - 1:50pm
Classroom 5

1:00pm

Interactive Custom Report Writer
Take a deep dive into a demo of the new module Interactive Custom Report Writer.  We will show you how ministries are using this great new tool for their more robust reporting needs.

Speakers
avatar for Glen Strack

Glen Strack

Principal Solution Architect - Reporting & Analytics, AcctTwo Shared Services
As a tax accountant, programmer, and Intacct reporting and implementation specialist, Glen has more than 25 years of experience in finance and technology. He has specific expertise in church finance and has held financial analyst and finance director positions at two churches in the... Read More →


Tuesday February 25, 2020 1:00pm - 1:50pm
Classroom 6

1:00pm

KPI's At Work And How To Create Them
See how you can create KPIs in Sage Intacct. Review how to build multi-step account groups for more complex KPIs.  

Speakers
avatar for Stephen Strack

Stephen Strack

Solution Architect, AcctTwo Shared Services
Stephen Strack received his BA in Information Technology Services from the University of Texas at Dallas.   Stephen currently works as a Solution Architect for AcctTwo.  In his free time, Stephen enjoys sports, board games, and all things technology. 
avatar for Brenda Jacinto

Brenda Jacinto

Director of Finance, Managed Accounting Services, AcctTwo Shared Services
Brenda Jacinto received her BBA in Accounting from Texas Woman’s University. She is an accounting professional with over 20 years of combined experience in public, corporate and not-for-profit accounting. Her experience includes over 17 years serving non-profits such as Make A Wish... Read More →


Tuesday February 25, 2020 1:00pm - 1:50pm
Next Steps

1:00pm

Recent Functionality Enhancements to the SI Platform
See new functionalities within Sage Intacct that you may have missed: mass copy transactions, check boxes/options in configuration, and much more.

Speakers
avatar for Sandy McClure

Sandy McClure

Professional Services Manager, AcctTwo Shared Services
Sandy is a Certified Public Accountant with more than 20 years of experience in all aspects of accounting, corporate financial reporting, and non-profit organizations. This includes work in both corporate and non-profit environments. Sandy has specific church accounting and finance... Read More →


Tuesday February 25, 2020 1:00pm - 1:50pm
E200

1:00pm

Vendor Solutions - Martus (CPE Not Available)
See how faith-based organizations have significantly improved their budgeting and financial reporting with Martus. In this session you will learn how the Martus budgeting and reporting platform mirrors the financial structure in your accounting system and is ready to use in minutes not months. You will see how to:
  • Immediately start entering budget numbers into pre-built budget worksheets with current year budgets and actuals as a reference.
  • Create multi-scenario personnel budgeting with allocations.
  • Analyze in-progress budgets as they are being built without having to re-assemble spreadsheets.  
  • Upload completed budgets to your accounting system.
  • View flexible, pre-built reporting with transaction level drilldowns.
  • Monitor budget to actual performance without the need for access to your accounting system
  • Multi-year forecasting and What-if analysis.

Speakers
avatar for Bill Cox

Bill Cox

CEO & President, Martus Solutions
Bill Cox, CEO of Martus Solutions, has over 30 years’ experience as an entrepreneur and business owner in the software industry.Out of his involvement in various boards and advisory capacities, he formed Martus Solutions to provide software tools that engage and empower Non-Profit... Read More →


Tuesday February 25, 2020 1:00pm - 1:50pm
E201

2:00pm

Budgeting for Ministry Impact
It's that time of year again…BUDGET TIME. How do you make this work for you and your ministry/church? Hear from a Panel of your Peers and what tips and tools they use to make the budget process go smoothly.

Speakers
avatar for Kenneth Tan

Kenneth Tan

Principal, Capin Crouse
Ken joined CapinCrouse in 2019 and has more than 10 years of public accounting and large nonprofit experience, providing both advisory and assurance services to various nonprofit entities, churches, and mission organizations. Ken managed the audits of public Fortune 100 and private... Read More →


Tuesday February 25, 2020 2:00pm - 2:50pm
Main Sanctuary

2:00pm

Clergy Compensation and Taxation
This session will help you navigate clergy compensation and taxation by looking at things such as housing allowance and federal withholding issues.  There are many pitfalls to avoid, but with preparation there are steps you can take to minimize the impact to your church and minister.  Learn how to protect your assets by avoiding these common pitfalls.

Speakers
avatar for Dave Gunter

Dave Gunter

Partner & CFO, Capin Crouse
Dave has 35 years of experience providing consulting and advisory services in business strategy, forecasting, revenue and donor analysis, cost structure management and operational efficiency, finance and accounting workforce planning and management, treasury and cash management, and... Read More →


Tuesday February 25, 2020 2:00pm - 2:50pm
Classroom 1

2:00pm

Construction Budgets and Planning
Understand how to integrate your capital campaign with your budgeting needs, and become more familiar with the bank loan funding process.  This session will teach you what you need to know when working with a lender, and how to manage the accounting throughout the project.

Speakers
avatar for Monty Carpenter

Monty Carpenter

CFO, NFP Managed Accounting Services, AcctTwo Shared Services
Monty received his BBA in Accounting from Texas Christian University and his MBA from Dallas Baptist University.  He is a Certified Public Accountant with 29 years of experience in not-for-profit accounting, including previous experience with church organizations.
avatar for Chris Jones

Chris Jones

Senior Vice President of Commercial Lending, Bank OZK
Chris Jones has over 20 years of banking experience in commercial and real estate lending and has been with Bank OZK since 2008. She strives to build and cultivate client relationships. Her background is providing customized financial services to business owners, real estate investors... Read More →


Tuesday February 25, 2020 2:00pm - 2:50pm
Classroom 3

2:00pm

Policies and Procedures
We will teach you the best practices to ensure that your organization's policies and procedure management is handled effectively and efficiently.

Speakers
avatar for Marcia Suhling

Marcia Suhling

Client Controller, AcctTwo Shared Services
Marcia Suhling is a Certified Public Accountant with a BS in Accounting from Texas A&M Commerce.  She has over 14 years experience in non-profits, including Christian camps and mission sending organizations.  She currently serves as a  Client Controller for AcctTwo in Dallas... Read More →


Tuesday February 25, 2020 2:00pm - 2:50pm
Classroom 4

2:00pm

Not For Profit Dashboards
Review creating a dashboard and hear ideas of practical ways to use it.  

Speakers
avatar for Joseph Plagge

Joseph Plagge

Solution Architect, AcctTwo Shared Services
Joseph Plagge received his BA from Baptist Bible College, and his MBA from Texas A&M Commerce.  Joseph has not only been a part of several international missions, but has also served as a church financial manager and as Pastor of Adult Ministries.   Outside of work Joseph loves... Read More →
avatar for Mary Cunningham

Mary Cunningham

Client Controller, AcctTwo Shared Services
Mary Cunningham is a Certified Public Accountant who received her BBA in Accounting from The University of Texas at Austin.  She has 17 years of experience in the not-for-profit world, and 15 years in the private sector.  Mary worked with Church Organizations prior to her arrival... Read More →


Tuesday February 25, 2020 2:00pm - 2:50pm
Classroom 5

2:00pm

Recent Functionality Enhancements to the SI Platform
See new functionalities within Sage Intacct that you may have missed: mass copy transactions, check boxes/options in configuration, and much more.

Speakers
avatar for Sandy McClure

Sandy McClure

Professional Services Manager, AcctTwo Shared Services
Sandy is a Certified Public Accountant with more than 20 years of experience in all aspects of accounting, corporate financial reporting, and non-profit organizations. This includes work in both corporate and non-profit environments. Sandy has specific church accounting and finance... Read More →


Tuesday February 25, 2020 2:00pm - 2:50pm
Classroom 6

2:00pm

Sage Intacct 2019-20 Quarterly Releases
Review of the 2019 Sage Intacct releases and how they have impacted the NFP community.  

Speakers
avatar for Katie McCloskey

Katie McCloskey

Product Manager, Sage Intacct
Katie McCloskey works as a Principal Product Manager for Sage Intacct.  She enjoys helping others thru creative thinking and problem solving. By working in several different departments and roles within software publishing she has been able to cultivate a rounded view of how software... Read More →


Tuesday February 25, 2020 2:00pm - 2:50pm
Next Steps

2:00pm

Tips and Tricks - Import Templates
Explore Sage Intacct keyboard tricks you may have forgotten, and learn ways to use imports and how to review a template to avoid errors on import.  

Speakers
avatar for Shadi Mossad

Shadi Mossad

Solution Architect, AcctTwo Shared Services
Shadi is a Certified Management Accountant since 2014 with more than 9 years of experience in Church and Non-Profit Accounting. He worked as the Director of Business & Finance a large Non-Profit Faith Based organization in Kansas City, MO and he led initiatives for Donor Development... Read More →


Tuesday February 25, 2020 2:00pm - 2:50pm
E200

2:00pm

Vendor Solutions - Nexonia (CPE Not Available)
Speakers
avatar for Katherine Capone

Katherine Capone

Customer Success Manager, Nexonia
We are a family of brands dedicated to eliminating the busy-work involved in time and expense management. By simplifying these processes, we let you get back to the real work of making your customers happy, growing your business, and thinking about the next big thing. No matter what... Read More →


Tuesday February 25, 2020 2:00pm - 2:50pm
E201

3:00pm

Audit Preparation
We will share tips and tricks to ensure you are ready for your audit, as well as show you
how to leverage technology to make sure you're fully prepared.

Speakers
avatar for Shelly Einspahr

Shelly Einspahr

Client Controller, AcctTwo Shared Services
Shelly Einspahr is a Certified Public Accountant with her Bachelor of Accountancy from New Mexico State University.  She has 16 years of experience in accounting for churches, and currently serves as a Controller for AcctTwo in Dallas.


Tuesday February 25, 2020 3:00pm - 3:50pm
Classroom 1

3:00pm

Clergy Compensation and Taxation
This session will help you navigate clergy compensation and taxation by looking at things such as housing allowance and federal withholding issues.  There are many pitfalls to avoid, but with preparation there are steps you can take to minimize the impact to your church and minister.  Learn how to protect your assets by avoiding these common pitfalls.

Speakers
avatar for Kenneth Tan

Kenneth Tan

Principal, Capin Crouse
Ken joined CapinCrouse in 2019 and has more than 10 years of public accounting and large nonprofit experience, providing both advisory and assurance services to various nonprofit entities, churches, and mission organizations. Ken managed the audits of public Fortune 100 and private... Read More →
avatar for Dave Gunter

Dave Gunter

Partner & CFO, Capin Crouse
Dave has 35 years of experience providing consulting and advisory services in business strategy, forecasting, revenue and donor analysis, cost structure management and operational efficiency, finance and accounting workforce planning and management, treasury and cash management, and... Read More →


Tuesday February 25, 2020 3:00pm - 3:50pm
Classroom 3

3:00pm

Construction Budgets and Planning
Understand how to integrate your capital campaign with your budgeting needs, and become more familiar with the bank loan funding process.  This session will teach you what you need to know when working with a lender, and how to manage the accounting throughout the project.

Speakers
avatar for Monty Carpenter

Monty Carpenter

CFO, NFP Managed Accounting Services, AcctTwo Shared Services
Monty received his BBA in Accounting from Texas Christian University and his MBA from Dallas Baptist University.  He is a Certified Public Accountant with 29 years of experience in not-for-profit accounting, including previous experience with church organizations.
avatar for Chris Jones

Chris Jones

Senior Vice President of Commercial Lending, Bank OZK
Chris Jones has over 20 years of banking experience in commercial and real estate lending and has been with Bank OZK since 2008. She strives to build and cultivate client relationships. Her background is providing customized financial services to business owners, real estate investors... Read More →


Tuesday February 25, 2020 3:00pm - 3:50pm
Classroom 4

3:00pm

Policies and Procedures
We will teach you the best practices to ensure that your organization's policies and procedure management is handled effectively and efficiently.

Speakers
avatar for Marcia Suhling

Marcia Suhling

Client Controller, AcctTwo Shared Services
Marcia Suhling is a Certified Public Accountant with a BS in Accounting from Texas A&M Commerce.  She has over 14 years experience in non-profits, including Christian camps and mission sending organizations.  She currently serves as a  Client Controller for AcctTwo in Dallas... Read More →


Tuesday February 25, 2020 3:00pm - 3:50pm
Classroom 6

3:00pm

Not For Profit Dashboards
Review creating a dashboard and hear ideas of practical ways to use it.  

Speakers
avatar for Joseph Plagge

Joseph Plagge

Solution Architect, AcctTwo Shared Services
Joseph Plagge received his BA from Baptist Bible College, and his MBA from Texas A&M Commerce.  Joseph has not only been a part of several international missions, but has also served as a church financial manager and as Pastor of Adult Ministries.   Outside of work Joseph loves... Read More →
avatar for Mary Cunningham

Mary Cunningham

Client Controller, AcctTwo Shared Services
Mary Cunningham is a Certified Public Accountant who received her BBA in Accounting from The University of Texas at Austin.  She has 17 years of experience in the not-for-profit world, and 15 years in the private sector.  Mary worked with Church Organizations prior to her arrival... Read More →


Tuesday February 25, 2020 3:00pm - 3:50pm
Classroom 5

3:00pm

Sage Intacct 2019-20 Quarterly Releases
Review of the 2019 Sage Intacct releases and how they have impacted the NFP community.  

Speakers
avatar for Katie McCloskey

Katie McCloskey

Product Manager, Sage Intacct
Katie McCloskey works as a Principal Product Manager for Sage Intacct.  She enjoys helping others thru creative thinking and problem solving. By working in several different departments and roles within software publishing she has been able to cultivate a rounded view of how software... Read More →


Tuesday February 25, 2020 3:00pm - 3:50pm
Next Steps

3:00pm

Tips and Tricks - Reporting
This is an overview of the FASB reports that are available in Sage Intacct.

Speakers
avatar for Glen Strack

Glen Strack

Principal Solution Architect - Reporting & Analytics, AcctTwo Shared Services
As a tax accountant, programmer, and Intacct reporting and implementation specialist, Glen has more than 25 years of experience in finance and technology. He has specific expertise in church finance and has held financial analyst and finance director positions at two churches in the... Read More →


Tuesday February 25, 2020 3:00pm - 3:50pm
E200

3:00pm

3:00pm

4:00pm

So Many Changes - How Do You Overcome The Changes In Your Ministry/Church?
Have you had something change in your church or ministry recently? We all have. From turnover in senior leadership, to new system implementations, to adding of a new location, to changing finance personnel, we all want to overcome. Hear from a panel of your peers and learn how they overcame the changes in their ministries. 

Speakers
avatar for Allison Webb

Allison Webb

Director of Finance, AcctTwo Shared Services
Allison is a highly regarded CPA with over 20 years of audit and advisory services at both national and regional public accounting firms. Prior to joining AcctTwo, she spent 16 years at Capin Crouse LLP and 4 years at Aprio LLP (formerly HA&W). As a Partner at Capin Crouse LLP, Allison... Read More →


Tuesday February 25, 2020 4:00pm - 4:50pm
Main Sanctuary

5:00pm

A Night of Connection!
Join us for an evening filled with connection!  We will be serving hors d'oeuvres and "mocktails" while you mingle with your fellow attendees.  This event will be held in our Vendor Marketplace, so you'll have ample opportunities to connect and share best practices.  We will also host some fun activities, a raffle, and live music provided by Concord Church.  This is an evening you don't want to miss!

Tuesday February 25, 2020 5:00pm - 7:00pm
Vendor Marketplace
 
Wednesday, February 26
 

8:00am

Breakfast and Networking
Join us for java and a light breakfast, and use this time to connect with vendors or other attendees.

Wednesday February 26, 2020 8:00am - 8:45am
Vendor Marketplace

8:45am

Welcome and Announcements
Speakers
avatar for Chris Grady

Chris Grady

Managing Director, AcctTwo Shared Services
Christopher Grady is a former youth pastor and non-profit executive manager who holds a Bachelor of Arts from Northwestern University. He has 15 years of finance and operations experience, and currently serves as Managing Director of Business Development for AcctTwo.
avatar for Allison Webb

Allison Webb

Director of Finance, AcctTwo Shared Services
Allison is a highly regarded CPA with over 20 years of audit and advisory services at both national and regional public accounting firms. Prior to joining AcctTwo, she spent 16 years at Capin Crouse LLP and 4 years at Aprio LLP (formerly HA&W). As a Partner at Capin Crouse LLP, Allison... Read More →


Wednesday February 26, 2020 8:45am - 9:00am
Main Sanctuary

9:00am

What's On Your Mind? - Tax & Legal Topics For Faith-Based Ministries
From the headlines to the water-coolers, there are many ways your ministry could be at risk. Learn the top 5 tax/legal issues that are keeping ministry leaders up at night. 

Speakers
avatar for Cory Halliburton

Cory Halliburton

Attorney, Weycer, Kaplan, Pulaski & Zuber, P.C.
Cory is an attorney with Weycer, Kaplan, Pulaski & Zuber, PC, a law firm with offices in Houston, Dallas and Arlington, Texas. Cory's law practice focuses on representation of tax-exempt organizations, and he provides counsel on many areas of legal and business challenges and opportunities... Read More →


Wednesday February 26, 2020 9:00am - 9:50am
Main Sanctuary

10:00am

Budgeting for Ministry Impact
The budget can’t really be a useful tool unless you are specific about how it is created and monitored. Join us as we provide budgeting tools to help you advance your mission.

Speakers
avatar for Kenneth Tan

Kenneth Tan

Principal, Capin Crouse
Ken joined CapinCrouse in 2019 and has more than 10 years of public accounting and large nonprofit experience, providing both advisory and assurance services to various nonprofit entities, churches, and mission organizations. Ken managed the audits of public Fortune 100 and private... Read More →
avatar for Dave Gunter

Dave Gunter

Partner & CFO, Capin Crouse
Dave has 35 years of experience providing consulting and advisory services in business strategy, forecasting, revenue and donor analysis, cost structure management and operational efficiency, finance and accounting workforce planning and management, treasury and cash management, and... Read More →


Wednesday February 26, 2020 10:00am - 10:50am
Main Sanctuary

10:00am

Financing the Great Commission
Financing the Great Commission - The Economic Realities of Finishing the Task
This breakout will celebrate what God is doing in our own generation, explore the current state of mission finance, and provide a balanced critique of the North American model for missions and outreach.

Speakers
avatar for Jim Shannon

Jim Shannon

CEO, e3 Partners
After graduating from Liberty University with a degree in Finance, Jim began his career with Humana, Inc. in 1986. He held various executive positions in hospitals in Virginia, Kentucky, and Texas before assuming the role of Division Chief Financial Officer for Columbia/HCA’s Central... Read More →


Wednesday February 26, 2020 10:00am - 10:50am
E200

10:00am

Bank Reconciliations
We all know that reconciliation is simple, but are you aware of just how critical step is in the accounting process?  Join us to learn about the new Sage Intacct bank reconciliation features  and you too will be able to streamline your process.

Speakers
avatar for Merilee Howell

Merilee Howell

Project Manager, Not-for-Profit Services, AcctTwo Shared Services
Merilee comes from an accounting firm and has more than 26 years of experience in accounting, business administration, and management. This includes work in both for profit and non-profit organizations. Merilee has specific experience in church accounting and related software applications... Read More →
avatar for Kimberly McKinnon

Kimberly McKinnon

Senior Accountant, AcctTwo Shared Services
Kimberly McKinnon is a Senior Accountant with AcctTwo.  She received her BS in Accounting from Arkansas Tech University, and has 9 years of experience in the public and private sectors, including church organizations.


Wednesday February 26, 2020 10:00am - 10:50am
Classroom 3

10:00am

KPI's At Work And How To Create Them
See how you can create KPIs in Sage Intacct. Review how to build multi-step account groups for more complex KPIs.  

Speakers
avatar for Stephen Strack

Stephen Strack

Solution Architect, AcctTwo Shared Services
Stephen Strack received his BA in Information Technology Services from the University of Texas at Dallas.   Stephen currently works as a Solution Architect for AcctTwo.  In his free time, Stephen enjoys sports, board games, and all things technology. 
avatar for Brenda Jacinto

Brenda Jacinto

Director of Finance, Managed Accounting Services, AcctTwo Shared Services
Brenda Jacinto received her BBA in Accounting from Texas Woman’s University. She is an accounting professional with over 20 years of combined experience in public, corporate and not-for-profit accounting. Her experience includes over 17 years serving non-profits such as Make A Wish... Read More →


Wednesday February 26, 2020 10:00am - 10:50am
Legacy Chapel

10:00am

Sage Intacct 2019-20 Quarterly Releases
Review of the 2019 Sage Intacct releases and how they have impacted the NFP community.  

Speakers
avatar for Katie McCloskey

Katie McCloskey

Product Manager, Sage Intacct
Katie McCloskey works as a Principal Product Manager for Sage Intacct.  She enjoys helping others thru creative thinking and problem solving. By working in several different departments and roles within software publishing she has been able to cultivate a rounded view of how software... Read More →


Wednesday February 26, 2020 10:00am - 10:50am
E201

10:00am

Tips and Tricks - Reporting
This is an overview of the FASB reports that are available in Sage Intacct.

Speakers
avatar for Glen Strack

Glen Strack

Principal Solution Architect - Reporting & Analytics, AcctTwo Shared Services
As a tax accountant, programmer, and Intacct reporting and implementation specialist, Glen has more than 25 years of experience in finance and technology. He has specific expertise in church finance and has held financial analyst and finance director positions at two churches in the... Read More →


Wednesday February 26, 2020 10:00am - 10:50am
Multi-Purpose Room

10:00am

Vendor Solutions - APS Payroll (CPE Not Available)
Sponsors
avatar for APS

APS

APS has a mission: to make payroll and HR easier. We provide our clients and partners with intuitive technology delivered with personalized service and support. Our unified solution is designed to simplify workforce management tasks. Process payroll in hours, not days. Automate HR... Read More →


Wednesday February 26, 2020 10:00am - 10:50am
E207

11:00am

Donor/Church Management Systems - What Is Helping You Communicate To Your Donors?
There are so many ways for our ministries/churches to use tools to communicate with our members/donors. Hear from a panel of peers on what they are using and how they are having effective communication throughout the year.

Speakers

Wednesday February 26, 2020 11:00am - 11:50am
Main Sanctuary

11:00am

Financing the Great Commission
Financing the Great Commission - The Economic Realities of Finishing the Task
This breakout will celebrate what God is doing in our own generation, explore the current state of mission finance, and provide a balanced critique of the North American model for missions and outreach.

Speakers
avatar for Jim Shannon

Jim Shannon

CEO, e3 Partners
After graduating from Liberty University with a degree in Finance, Jim began his career with Humana, Inc. in 1986. He held various executive positions in hospitals in Virginia, Kentucky, and Texas before assuming the role of Division Chief Financial Officer for Columbia/HCA’s Central... Read More →


Wednesday February 26, 2020 11:00am - 11:50am
E200

11:00am

AP Workbench
Find out how to use the filters in the AP Workbench, and learn the difference from the Select to Pay screen.

Speakers
avatar for Lynda Reich

Lynda Reich

Senior Solution Architect, AcctTwo Shared Services
Lynda has more than 15 years of experience in the church and non-profit sector managing Accounts Payable, analyzing monthly General Ledger, running P&L statements and Balance Sheet Reports, managing Cash Flow, and Creating Budgets. Her deep product knowledge of Intacct and Intacct... Read More →


Wednesday February 26, 2020 11:00am - 11:50am
E201

11:00am

Bank Reconciliations
We all know that reconciliation is simple, but are you aware of just how critical step is in the accounting process?  Join us to learn about the new Sage Intacct bank reconciliation features  and you too will be able to streamline your process.

Speakers
avatar for Merilee Howell

Merilee Howell

Project Manager, Not-for-Profit Services, AcctTwo Shared Services
Merilee comes from an accounting firm and has more than 26 years of experience in accounting, business administration, and management. This includes work in both for profit and non-profit organizations. Merilee has specific experience in church accounting and related software applications... Read More →
avatar for Kimberly McKinnon

Kimberly McKinnon

Senior Accountant, AcctTwo Shared Services
Kimberly McKinnon is a Senior Accountant with AcctTwo.  She received her BS in Accounting from Arkansas Tech University, and has 9 years of experience in the public and private sectors, including church organizations.


Wednesday February 26, 2020 11:00am - 11:50am
Classroom 3

11:00am

Credit Card Management
We hear from our customers that there are different ways to manage credit card in Sage Intacct. In this session we will share some of those ways, and share successes and challenges to consider when determining what works best for your ministry.

Speakers
avatar for Holly Hamilton

Holly Hamilton

Accounting Specialist, AcctTwo Shared Services
Holly Hamilton received her degree from the University of North Texas, and currently works with AcctTwo as an Accounting Specialist in our Dallas office. Her background is in accounting, payroll, and finance support, most especially in the church and non-profit sectors. She also has... Read More →
avatar for Nicole Miller

Nicole Miller

Client Controller, AcctTwo Shared Services
Nicole Miller is a Certified Public Accountant with a BBA in Accounting from Texas A&M University. She has over 20 years of accounting experience working in both for profit and non-profit organizations. Her not-for-profit experience includes church organizations, mission sending organizations... Read More →


Wednesday February 26, 2020 11:00am - 11:50am
Legacy Chapel

11:00am

Interactive Custom Report Writer
Take a deep dive into a demo of the new module Interactive Custom Report Writer.  We will show you how ministries are using this great new tool for their more robust reporting needs.

Speakers
avatar for Glen Strack

Glen Strack

Principal Solution Architect - Reporting & Analytics, AcctTwo Shared Services
As a tax accountant, programmer, and Intacct reporting and implementation specialist, Glen has more than 25 years of experience in finance and technology. He has specific expertise in church finance and has held financial analyst and finance director positions at two churches in the... Read More →


Wednesday February 26, 2020 11:00am - 11:50am
Multi-Purpose Room

11:00am

NFP Dashboards
Review creating a dashboard and hear ideas of practical ways to use it.  

Speakers
avatar for Joseph Plagge

Joseph Plagge

Solution Architect, AcctTwo Shared Services
Joseph Plagge received his BA from Baptist Bible College, and his MBA from Texas A&M Commerce.  Joseph has not only been a part of several international missions, but has also served as a church financial manager and as Pastor of Adult Ministries.   Outside of work Joseph loves... Read More →
avatar for Mary Cunningham

Mary Cunningham

Client Controller, AcctTwo Shared Services
Mary Cunningham is a Certified Public Accountant who received her BBA in Accounting from The University of Texas at Austin.  She has 17 years of experience in the not-for-profit world, and 15 years in the private sector.  Mary worked with Church Organizations prior to her arrival... Read More →


Wednesday February 26, 2020 11:00am - 11:50am
New Beginnings Room

11:00am

Tips and Tricks - Import Templates
Explore Sage Intacct keyboard tricks you may have forgotten, and learn ways to use imports and how to review a template to avoid errors on import.  

Speakers
avatar for Shadi Mossad

Shadi Mossad

Solution Architect, AcctTwo Shared Services
Shadi is a Certified Management Accountant since 2014 with more than 9 years of experience in Church and Non-Profit Accounting. He worked as the Director of Business & Finance a large Non-Profit Faith Based organization in Kansas City, MO and he led initiatives for Donor Development... Read More →


Wednesday February 26, 2020 11:00am - 11:50am
Oasis Worship Center

11:00am

Vendor Solutions - Venn Technology
Wednesday February 26, 2020 11:00am - 11:50am
E207

12:00pm

Lunch and Networking
Join us for a sit-down catered lunch and connect with someone new!  Lunch will be served buffet style and in the main sanctuary.

Wednesday February 26, 2020 12:00pm - 12:50pm
Main Sanctuary

1:00pm

Succession Planning - How Is Your Church/Ministry Planning for Aging Senior Leadership
How can pastors and ministry leaders plan for succession with excellence without losing momentum? What are the key steps each organization must take to ensure healthy leadership transitions? Join us for this robust presentation on planning for your ministry's future.

Speakers
avatar for William Vanderbloemen

William Vanderbloemen

President and Founder, The Vanderbloemen Search Group
William combines over 15 years of ministry experience as a Senior Pastor with the best practices of executive search to better serve teams with a greater purpose.


Wednesday February 26, 2020 1:00pm - 1:50pm
Main Sanctuary

2:00pm

What Are You Taking To Your Board And Why?
Ministry boards hold the fidicuary responsibility for overseeing the ministry's financial situation, including financial information and measurements to monitor. Hear from your peers on what they find helpful to provide to their board and what measurements they monitor.

Speakers

Wednesday February 26, 2020 2:00pm - 2:50pm
Main Sanctuary