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SUMMARY:From Complexity to Clarity: Practical Solutions for International Money Movement
DESCRIPTION:Across the MissioNexus community\, mission agencies and faith-based nonprofits face increasing complexity when moving money across borders — from regulatory restrictions and banking barriers to compliance documentation and risk management.\nThese challenges often stall ministry impact\, create anxiety among finance teams\, and drain resources that could be focused on mission. \nTrustBridge Global Foundation exists to solve exactly these problems. Through a trusted\, compliant global infrastructure\, TrustBridge enables ministries to move funds with smart\, swift\, and secure solutions to more than 220 countries and territories\, ensuring compliance with U.S. and international regulations while maintaining the ministry’s integrity and purpose. \nThis session will help participants understand how to turn compliance from a burden into a bridge\, so that generosity can flow freely and faithfully around the world. \nTopics \n\nMindset of Mission Agencies when sending funds globally\nBlind Spots with International Money Movement\nGlobal Regulations with both recieving and sending countries\nRisk Management and Future Solutions\n\nFollow-Up Opportunities\n• Resource guide: “Global Money Movement for Ministries — A Practical Compliance Playbook”\n• Follow-up roundtable for MissioNexus members exploring implementation\n• Opportunity for one-on-one consultations with TrustBridge experts \nThis breakout is designed for Missio Nexus member organizations\, especially:\n• Executive directors and senior leaders\n• CFOs\, finance\, and operations teams\n• Missions and development leaders seeking to increase global impact without adding compliance risk\n• Boards and decision-makers exploring new giving pathways \nParticipants will:\n1. Identify the major challenges ministries face in international money movement — including tax\, banking\, and regulatory issues.\n2. Learn proven solutions and frameworks that TrustBridge uses to ensure safe\, compliant transfers globally.\n3. Discover how compliant global giving structures can reduce administrative risk while accelerating impact.\n4. Explore real-world case studies from organizations already using TrustBridge solutions.\n5. Gain practical steps to streamline their own international financial processes. \nPresenters: \nRobert “Bob” Collins\, CFA\nCEO and Global Managing Director\nPrior to TrustBridge\, Robert served for 16 years with the National Christian Foundation\, an organization that has facilitated over $10 billion in charitable giving in the U.S. to more than 50\,000 charities in over 100 countries. Prior to that\, he was Managing Director and Co-Chief Investment Officer of Goldman Sachs Asset Management (Equity Investment Management) where he led a 54-person team responsible for investing $36 billion in European and Global equities portfolios. \n  \nStephen “Steve” Oakley\nSteve Oakley is an attorney with more than 24 years of experience in domestic and global legal\, risk management\, compliance and governance issues. \nSteve has a J.D. from the University of Illinois\, John Marshall Law School\, an M.A. from Moody Theological Seminary\, an MBA from Quantic School of Business and Technology\, and a certificate in International Human Rights Law from Oxford University in the U.K. Steve is admitted to practice law in Illinois\, Wisconsin\, North Carolina and Colorado and is an authorized tax preparer before the IRS. \nSteve spent the first half of his career as a litigator in a top 100 Law Firm in Chicago. Upon graduating from Moody Theological Seminary\, Steve was asked to serve as General Counsel of Moody Bible Institute. Thereafter\, Steve joined Compassion International as General Counsel and created a global legal function consisting of six attorneys and 85 staff on three continents. Steve has led successful litigation efforts in the Bangladesh Supreme Court and the Indian High Court\, as well as testifying before the United States House of Representatives\, Foreign Affairs Committee. \nHaving worked in over 30 countries in the under-resourced world\, Steve has a deep appreciation for the challenges of operating in an increasingly complex global environment. Whether your needs involve global legal issues\, managing risk\, improving governance\, or conducting investigations\, Steve is a relentless problem-solver that welcomes a challenge. \nTed Batson\, Jr.\, JD\, MBA\, CPA\nA certified public accountant and licensed attorney\, Ted advises exempt organizations of all sizes on a wide range of tax matters\, including representation before state and federal tax authorities and assistance with firm audit* or advisory engagements to formulate advice and counsel on important operating and tax issues. Ted also assists clients with general tax issues\, unrelated business income\, charitable solicitation\, planned giving\, compensation planning and reporting\, and missionary employment structures. \nPrior to joining CapinCrouse\, Ted served as Executive Vice President of Professional Services at Renaissance Administration LLC. \nTed frequently speaks about tax exempt organizations\, charitable tax matters\, and charitable giving strategies to audiences across the country\, including the Missio Nexus Mission Leaders Conference\, Christian Leadership Alliance Outcomes Conference\, AICPA Engage Conference\, and the Indiana Continuing Legal Education Forum. Ted has published articles in several publications\, including the Journal of Accountancy\, Church Law & Tax\, and The Tax Adviser. \n  \nMissio Nexus encourages interaction on diverse and difficult topics. Be aware that the information shared in this event may not reflect the views of the Missio Nexus staff\, board\, or other community members. Virtual events are recorded and the recordings are available as a MEMBER ONLY resource in our Media Library. 
URL:https://app.missionexus.org/event/from-complexity-to-clarity-practical-solutions-for-international-money-movement/
CATEGORIES:Webinars / Virtual Events
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LOCATION:https://app.missionexus.org/event/from-complexity-to-clarity-practical-solutions-for-international-money-movement/
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