Church Finance Conference 2023
Join Us In-Person Or Virtually
Learn to navigate complex church financial and legal challenges with ease at CFC23
Ensure your church’s compliance with local, state and federal laws through our Church Finance Conferences (CFC23), formerly known as the Tax, Internal Controls 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
CFC23 Tulsa
First Baptist Church (Owasso) + Virtual
September 26th
8:30 am – 4:00 pm
In-person (includes boxed lunch):
$99
Virtual:
$69
CFC23 Oklahoma City
Trinity Baptist Church (Yukon)
September 28th
8:30 am – 4:00 pm
In-person (includes boxed lunch):
$99
Church Finance Conference 2023
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 A |
| 10:50am – 11:00am | Break |
| 11:00am – 11:50am | Breakout Session B |
| 12:00pm – 1:00pm | Lunch (provided by WatersEdge & CrossFirst) |
| 1:00pm – 1:50pm | Breakout Session C |
| 1:50pm – 2:00pm | Break |
| 2:00pm – 2:50pm | Breakout Session D |
| 2:50pm – 3:00pm | Break |
| 3:00pm – 3:50pm | Keynote Address 2 |
| 3:50pm | Speakers available in the lobby for questions |
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) Ministerial Exception with Frank Sommerville | Weycer, Kaplan, Pulaski & Zuber, P.C.
2) Designing a Strong Retirement Plan* with Greg Love | GuideStone
3) Introduction to Ministry Accounting* with Sarah Barham | WatersEdge
Session B
1) Internal Controls Update with Brad Johnson | WatersEdge
2) Payroll and Minister’s Taxes* with Luke Allard | WatersEdge
3) Fundamental Cybersecurity* with Nathan Sweaney | Secure Ideas
Session C
1) Ministry Accounting II with Sarah Barham | WatersEdge
2) Employee Handbook* with Steve Broussard | Hall Estill
3) Frequently Asked Questions from the Field* with Brad Johnson and Kelsey Doughty | WatersEdge
Session D
1) Fringe Benefits with Elaine Sommerville | Sommerville & Associates, P.C.
2) Understanding Church Insurance* with Matt Neighbors and Jon LaFevers | INSURICA
3) Church Loans and Investments* with Jerry Vaughan and Sam Youngs | WatersEdge
*Available in-person only
Speakers
Elaine Sommerville
Sommerville & Associates, P.C.
Frank Sommerville
Weycer, Kaplan, Pulaski & Zuber, P.C.
Steve Broussard
Hall Estill
Nathan Sweaney
Secure Ideas
Matt Neighbors
INSURICA
Jon LaFevers
INSURICA
Greg Love
GuideStone
Brad Johnson
WatersEdge
Sarah Barham
WatersEdge
Luke Allard
WatersEdge
Jerry Vaughan
WatersEdge
Sam Youngs
WatersEdge
Need Answers Now?
Have a burning question that can’t wait until CFC23? 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.
