Reasons to attend the BMWL National Nonprofit Conference

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2 Reasons to attend the BMWL National Nonprofit Conference At the BMWL National Nonprofit Conference, you have the opportunity to catch up on legal, tax, financial, and accounting issues that affect your organization. This year s speakers are at the forefront of developments affecting nonprofits and will address the topics nonprofit leaders need to know about right now, including trends in policy and recent cases, rulings, and other developments. Through one full day of focused learning led by industry experts, you will walk away with the ability to lead your organization more effectively and be better prepared to address changes in standards, laws, and regulations. ANALYZE the changes to standards, laws, and regulations that affect your organization PARTICIPATE in a discussion regarding data security in a connected world EXAMINE giving trends CONSIDER the changing face of state and local tax issues LEARN about the increasing use of singlemember LLCs by exempt organizations NETWORK with other nonprofit leaders like you CELEBRATE the 25 th annual conference with us. We have some special treats in store for you! Conference Venue & Hotel Accommodations The Rosen Shingle Creek, which opened September 9, 2006, is one of the largest full-service convention hotels in Central Florida. The hotel, which has been awarded the AAA Four Diamond designation annually since 2007, offers an array of amenities including a full-service spa, an 18-hole championship golf course, 15 dining and lounging options, four outdoor pools, a nature trail, and seasonal fishing.

3 General Session Topics Federal & State Executive Update Comprehensive tax reform legislation how will it affect nonprofits and charitable giving? Political activity by nonprofits where are we now? The clergy housing allowance exclusion status update and implications The Trinity Lutheran Supreme Court case decision and its implications Overtime pay regulations what happened and what s next? How to (maybe) know if it s really the IRS contacting your organization Making sure your payroll service provider covers your payroll taxes recent IRS guidance Very large charitable deductions continue to be lost for lack of substantiation IRS exempt organization examinations focusing on employment tax compliance IRS guidance on business payments to charity as business expenses Unrelated business income update, including the status of the commerciality doctrine Dormant organizations at risk of revocation The increasing use of single-member LLCs by exempt organizations federal, state, and local tax considerations State nexus issues continue to evolve Other relevant federal and state developments, including the popular Flash Session Presenter: Mike Batts

4 Panel discussion on the critically important topic of data security in a connected world. Topics to be discussed include: The legal environment Practical safety precautions Insurance coverage - information and options Presenters: Rachel Dobbs, Bill Robbinson, John Van Drunen & Bob Wagner Current Giving Trends A practical discussion led by a top sector expert on current trends in charitable giving. How are charitable giving patterns changing? What are the implications for nonprofit organizations today? General Session Topics Data Security in a Connected World Presenter: Dan Busby Breakout Sessions A discussion of the latest trends in church litigation, emerging areas of legal risk, and practical measures for managing and mitigating legal risks. Presenter: Richard Hammar Session A Church Law Update

5 The Changing Face of State and Local Tax Issues for Nonprofit Organizations How states are trying to change nexus and related laws Multistate activities and income tax allocation implications Is the Quill principle on its way out? Nonprofit Accounting Update The latest developments on the following topics: The new FASB standard for nonprofit financial statements (the biggest change in nonprofit financial reporting in 20 years) The new FASB standard for lease accounting implications for nonprofit financial statements The new FASB standard for revenue recognition practical implications for nonprofits Other recent accounting and reporting developments Presenters: Michele Wales & Kaylyn Varnum Presenters: Mike Lee, Dale Houser & Danny Johnson Session B Final General Session Nonprofit Financial Oversight Presenter: Mike Batts A practical, nuts and bolts discussion of healthy financial oversight in a nonprofit organization. This discussion will help those charged with financial leadership and oversight to zero in efficiently on the critical elements of the financial oversight process. It will include many practical, ready-to-implement suggestions, together with sample policies and other resources. Every attendee of this session will receive a complimentary copy of the new book, Nonprofit Financial Oversight - The Concise and Complete Guide for Boards and Finance Committees, by Mike Batts.

6 Mike Batts Managing Partner - Batts Morrison Wales & Lee Mike Batts is the managing partner of BMWL. He has more than 30 years of experience serving and advising nonprofit organizations on matters related to board governance, financial reporting, tax compliance and strategy, corporate structure, international activities, and related issues. Mike has served on and chaired numerous boards, both nationally and locally. He currently serves as chairman of the board of ECFA, a national organization that accredits religious nonprofit organizations in the areas of board governance and financial integrity. Mike also actively engages in nonprofit legislative matters. Mike has authored several books covering a variety of topics important to nonprofit organizations. His book, Board Member Orientation, has been used by thousands of nonprofit board members across the U.S. and beyond. Mike recently co-authored, with Richard Hammar, the book, Church Finance a go-to reference that provides practical guidance for church financial administration. Mike s newest book is entitled Nonprofit Financial Oversight - The Concise and Complete Guide for Boards and Finance Committees. Dan Busby President - ECFA Dan Busby is the president of ECFA, a national organization that accredits religious nonprofit organizations in the areas of board governance and financial integrity. ECFA s seal enhances trust of givers, which increases generosity, providing greater resources to help fulfill the Great Commission. ECFA accredits over 2,100 churches and nonprofits. These organizations have annual revenue in excess of $27 billion. Dan has over 40 years of experience serving the Christ-centered church and nonprofit community and frequently speaks nationally on related issues. He is a prolific writer with 56 volumes of five book titles published, including a projected 2017 release, Lessons from the Boardroom, co-authored by John Pearson. Dan received a master of business administration degree from Emporia State University. The University also named him as a Distinguished Alumnus in Dan served as a member of the Commission on Accountability and Policy for Religious Organizations, a national legislative advisory commission convened to address legislative proposals for the nonprofit sector. Nonprofit Times named him as one of the 50 Most Powerful Nonprofit Leaders from Presenters Richard Hammar Attorney, CPA, and Author Richard Hammar is an attorney, CPA, and best-selling author specializing in legal and tax issues for churches and clergy. A graduate of Harvard Law School, he is the author of more than 100 books, including Pastor, Church & Law and the annual Church & Clergy Tax Guide. He also writes the Church Law & Tax Report newsletter, has contributed articles to numerous journals and publications, and is a frequent speaker at legal and tax conferences. He is a member of the Missouri and Illinois Bar Associations, a Professional Registered Parliamentarian, and a member of the American College of Parliamentary Lawyers. Rich recently co-authored, with CPA Mike Batts, the book, Church Finance a go-to reference that provides practical guidance for church financial administration.

7 Rachel Dobbs Client Executive - HYLANT Rachel Dobbs has been in the commercial insurance industry for nearly 13 years and is recognized for her ability to deliver tailored insurance programs with a heavy emphasis on pairing the clients needs with innovative products and customer service. Rachel s passion is to help organizations protect and grow the dreams they ve built. The way that we all do business has changed dramatically over the past 5-10 years. We re all working in data, connected to mobile devices, and store our information online either in cloud servers or otherwise. Many times, the insurance policies organizations have in place haven t kept up with changing practices and the emerging risk of cyber and data security. In a world where a single phishing can defraud an organization of large amounts of money, or a single bad link can bring operations to a halt with a ransomware demand, Rachel makes sure organizations are protected in a 21 st century world. Presenters Dale Houser Senior Manager - Batts Morrison Wales & Lee Dale Houser is a senior manager for BMWL. He received his bachelor of arts degrees in accounting and finance from Cedarville University and a master s of accountancy degree from Liberty University. As a senior manager, Dale manages and personally oversees multiple audits, including BMWL s largest and most complex client engagements. Dale s responsibilities include assisting clients in addressing internal control matters and researching, analyzing, and reviewing complex technical accounting and auditing matters. He is licensed or authorized to practice as a Certified Public Accountant in numerous states and is also a Chartered Global Management Accountant. Danny Johnson Senior Manager - Batts Morrison Wales & Lee Danny Johnson is a senior manager for BMWL. He received his bachelor of arts degree in accounting from Cedarville University. As a senior manager, Danny manages and personally oversees multiple audits, including BMWL s largest and most complex client engagements. Danny s responsibilities include assisting clients in addressing internal control matters and researching, analyzing, and reviewing complex technical accounting and auditing matters. He is licensed or authorized to practice as a Certified Public Accountant in numerous states and is also a Chartered Global Management Accountant.

8 Mike Lee National Director of Audit & Assurance Services - Batts Morrison Wales & Lee Mike Lee is a partner and the national director of audit and assurance services for BMWL. He has more than 19 years of experience in auditing nonprofit organizations, analyzing internal controls, and other related areas of practice. Mike has been a conference speaker on nonprofit accounting and auditing issues at both the local and national levels. Mike is a contributing editor of BMWL s national nonprofit feature articles and news updates, and serves on an advisory committee for a national nonprofit accounting and financial reporting guide. He has also served on and chaired boards of local nonprofit organizations. Mike is licensed or authorized to practice as a Certified Public Accountant in numerous states and is also a Chartered Global Management Accountant. Bill Robbinson, Jr. Shareholder - Zimmerman, Kiser & Sutcliffe, P.A. William Bill Robbinson is an shareholder with Zimmerman, Kiser & Sutcliffe, P.A. Bill concentrates his law practice on representing businesses and nonprofit entities in corporate and general business work, including formation and corporate structure, governance, acquisitions and divestitures, contract formation and negotiation, software licensing and IP protection, regulatory and licensing support, and corporate policy review and development. In addition to his professional activities, he has served as counsel, advisor, and/or board member for numerous charitable and community organizations, including United Against Poverty, The Coalition for the Homeless, Frontline Outreach, The Conductive Education Center of Orlando, and The Winter Park Chamber of Commerce. Presenters John Van Drunen Executive Vice President and General Counsel - ECFA John Van Drunen is executive vice president and general counsel for ECFA, an oversight and accreditation organization. John graduated Magna Cum Laude with a bachelor of arts degree in accounting from Anderson University and has a juris doctor degree from Regent University School of Law. He is admitted to the Virginia State Bar and is licensed as a CPA in Virginia and Illinois. John s responsibilities primarily relate to assisting the nonprofit community in the areas of nonprofit tax scholarship, compliance, and continuing education. He oversees the compliance process for ECFA as it relates to its over 2,100 accredited organizations. Since 2010, John has served as a coauthor on the Zondervan Minister s Tax & Financial Guide and the Zondervan Church and Nonprofit Tax & Financial Guide with Dan Busby and Michael Martin. In 2016, the three of them released another book entitled The Guide to Charitable Giving for Churches and Ministries.

9 Kaylyn Varnum Manager - Batts Morrison Wales & Lee Kaylyn Varnum is a manager of tax services for BMWL. She received her bachelor of science degree in accounting from Stetson University, where she graduated with highest honors and received the David M. Beights Award for the most outstanding graduating accounting major. Kaylyn s primary responsibilities include performing research and analysis related to technical tax issues at the federal, state, and local levels; providing tax advisory services related to exempt organization corporate structure planning; obtaining and maintaining federal, state, and local tax exemptions; and evaluating exempt organizations tax compliance. She is licensed or authorized to practice as a Certified Public Accountant in numerous states. She has been a conference speaker on nonprofit taxation issues at both the local and national levels. Bob Wagner Advisory & Security Services Practice Leader - ION247 Bob Wagner is the IT advisory services practice leader at ION247. Bob is responsible for the consistent development and delivery of ION247 s IT leadership and decision support offerings, including IT assessments/ audits, interim IT leadership and coaching, merger & acquisition technical due diligence, and assisting clients in assessing cyber security, compliance, and IT risk. Bob graduated from the University of Central Florida with a master s degree in business administration. He has an undergraduate degree from Indiana University of Pennsylvania in business with concentrations in accounting and computer systems. In addition, Bob is an Oracle Master, a certified leadership trainer, and has extensive experience in cyber security and risk management. Bob has also been a keynote speaker at CIO conferences as well as a panel member at technology research forums. Presenters Michele Wales National Director of Tax Services - Batts Morrison Wales & Lee Michele Wales is a partner and the national director of tax services for BMWL. She has supervisory responsibility for the firm s tax practice; with expertise in federal, state, and local tax issues affecting nonprofit organizations and their affiliates. Michele has more than 20 years of experience in public accounting, and has also served as chief financial officer for a large nonprofit social services agency and controller for an airplane manufacturing company. She has been a conference speaker on nonprofit taxation issues at both the local and national levels. Michele is licensed or authorized to practice as a Certified Public Accountant in numerous states and is also a Chartered Global Management Accountant.

10 Very glad I came. It is inspiring to get our organization operating at the highest level of accountability and governance. Steve Lawhon, Executive Vice President Peter & John Radio Fellowship - Baltimore, Maryland The Conference was extremely helpful always is! I take so many notes and am excited to bring back new knowledge and ideas to my team. Great job! Rebecca De Jesus, Controller Oxbridge Academy Foundation - West Palm Beach, Florida The BMWL Conference is the best nonprofit conference we attend all year long. We look forward to seeing what the 25 th annual event holds. Joe Williams, Assistant Controller & Director of Financial Planning & Analysis Cru - Orlando, Florida Lots of great information. I feel well prepared to keep on top of upcoming changes. Courtney Haigh, Payroll Manager San Diego Rock Church - San Diego, California So thankful for this conference we are so thankful for the expertise that you gather to equip us to administer our church with wisdom and compliance to the law. Always inspiring and we leave with lots of action items. Alison Stowers, Board Member Tallahassee Ministries, Inc. - Tallahassee, Florida This conference is the gold standard for our board training. We require all board members to attend. Mary Hattaway, CFO South Florida Church of Christ - Davie, Florida Mike Batts has mastered the art of taking complex legal and accounting principles, issues, and reports and communicating them in a manner that is clear and understandable. Rufus Harvey, Controller and CFO Grace to You - Valencia, California Comments from Past Attendees

11 Thank you for not only providing comprehensive material concerning all facets of nonprofit management, but also for giving creative solutions to improve. Debbie Carey, Administrator Calvary Assembly - Winter Park, Florida The quality of the presenters and material presented is always great and applicable to our organization. So many great takeaways in such a short amount of time. Jake Lapp, Controller The Wesleyan Church (International Headquarters) - Fishers, Indiana I ve found in my roughly 30 years as a government and nonprofit accounting professional this is still the best conference available anywhere timely material effectively presented in an outstanding manner. Bravo to BMWL. Lee Wilson, CFO Aging True - Jacksonville, Florida As always, the BMWL conference did not disappoint. Every aspect of the conference from the content presented to the overall experience was top notch! Thank you for filtering through all of the happenings in the nonprofit world and focusing on the key items and drivers that will help me impact the ongoing concerns of my organization. Coby Allen, Director of Finance Prestonwood Baptist Church - Plano, Texas Another home run by the BMWL Team! A great combination of compelling topics and relevant application. Scott Crawford, CFO Family Church - West Palm Beach, California This is the most comprehensive and informative conference for nonprofits that I have ever attended. Patrick Coelho, Director of Finance & Administration Evangelical Presbyterian Church (National Headquarters) - Orlando, Florida Comments from Past Attendees This conference remains my very best source of excellent not-for-profit training by exceptional presenters. The best 7 hours of CPE every year. I wish you offered 33 more hours! Thank you for the invitation! Sam Allison, Director of Accounting & Finance Alabama Baptist Children s Homes - Birmingham, Alabama

12 BMWL National Nonprofit Conference Schedule The Conference is a one-day event on Friday, November 3, Sign-in is between 7:15 a.m. and 7:55 a.m. and includes a continental breakfast. The Conference begins promptly at 8 a.m. and concludes by 4:30 p.m. Lunch and refreshment breaks are provided. Tuition The registration fee for this Conference is $525 per person and is due at the time of registration. Please see the last page of this brochure for information on group pricing discounts. The registration fee includes all Conference materials, continental breakfast, lunch, refreshment breaks, and parking. Hotel Reservations Please call the Rosen Shingle Creek toll-free at to make your reservation or click here to make your reservation online. A special room rate of $125 per night (which includes complimentary self-parking) is available at this AAA Four Diamond designated resort if booked by October 12, To identify our group, ask for the BMWL National Nonprofit Conference. If you wish to stay extra days, by special arrangement by BMWL, this room rate will apply for reservations on the nights of October 31 to November 5, Driving Directions From Orlando International Airport Take the north exit from the airport to SR 528 West (also named the Beachline Expressway, which is a toll road). Travel 528 West to Exit 2, named Universal Blvd./Orangewood Blvd. At the end of the ramp turn right at the traffic light onto Universal Blvd. The Rosen Shingle Creek is immediately on the right after the next traffic light. From Orlando/Daytona Take I-4 West to SR 528 East (Exit 72) toward International Airport/Cape Canaveral. Once you are on SR 528 East (also named the Beachline Expressway) take Exit 2, named Universal Blvd./Orangewood Blvd. When the exit splits, bear left. At the traffic light, turn left onto Universal Blvd. The Rosen Shingle Creek is immediately on the right after the next traffic light. From Tampa/Sarasota/Naples Take I-4 East to SR 528 East (Exit 72) toward International Airport/Cape Canaveral. Once you are on SR 528 East (also named the Beachline Expressway) take Exit 2, named Universal Blvd./Orangewood Blvd. When the exit splits, bear left. At the traffic light, turn left onto Universal Blvd. The Rosen Shingle Creek is immediately on the right after the next traffic light. From South Florida via the Florida Turnpike Take the Florida Turnpike North toward Orlando to SR 528 West (also named the Beachline Expressway, which is a toll road). Travel SR 528 West to Exit 2, named Universal Blvd./ Orangewood Blvd. At the end of the ramp, turn right at the traffic light onto Universal Blvd. The Rosen Shingle Creek is immediately on the right, after the next traffic light.

13 Parking Proceed to the gatehouse and let the attendant know you are attending the BMWL National Nonprofit Conference. Once through the gate, bear left at the fork. Continue straight through the first stop sign, and make your next right at the sign for self-parking. Please take a parking ticket and select your parking space. Please arrive early to secure close-proximity parking. When departing, your parking charge will be waived by telling the attendant you attended the BMWL National Nonprofit Conference. Cancellations/Transfers/Concerns Conference tuition is not refundable. However, if a conflict arises that prevents you from being able to attend the Conference after you have registered, your registration can be transferred to another person from your organization or can be applied to tuition at a future Conference. For more information regarding cancellations, transfers, and/or other concerns, please contact our office at Continuing Education Learning Objectives - To obtain an understanding of recent legal, tax, financial, and accounting issues affecting nonprofit organizations. Prerequisites - Working knowledge of tax and accounting issues affecting nonprofit organizations. No advance preparation is required. Delivery Method - Group-Live Program Level - Update - The conference qualifies for Florida CLE, The Church Network CEUs, and up to seven hours of NASBA CPE credit in Specialized Knowledge. Batts Morrison Wales & Lee, P.A. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: We have registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program.

14 BMWL NATIONAL NONPROFIT CONFERENCE Registration Info2017 Registration for the Conference is by invitation only and is being processed electronically through CVent. To register, please use the weblink in the invitation you received. If you have any questions or need assistance registering, please call or between 9 a.m. and 4 p.m. Eastern. Tuition Individual Registration Pricing: $525 Group Registration Pricing: $475 Conference tuition is not refundable. Please see the brochure for cancellation details. Breakout Session Options to be Selected During Registration Session A Church Law Update A discussion of the latest trends in church litigation, emerging areas of legal risk, and practical measures for managing and mitigating legal risks. Session B The Changing Face of State and Local Tax Issues for Nonprofit Organizations How states are trying to change nexus and related laws Multistate activities and income tax allocation implications Is the Quill principle on its way out? Nonprofit Accounting Update The new FASB standard for nonprofit financial statements (the biggest change in nonprofit financial reporting in 20 years) The new FASB standard for lease accounting - implications for nonprofit financial statements The new FASB standard for revenue recognition - practical implications for nonprofits Other recent accounting and reporting developments Batts Morrison Wales & Lee, P.A. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: We have registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Room temperature will be gauged for comfort. However, we recommend bringing a sweater or light jacket to ensure your personal comfort.