In This Issue

 

        

January 2014

 

Happy Epiphany! We are now into our new fiscal year. At the diocese, we are busy doing a preliminary close of books for the year in preparation for our audit. One of the big tasks is to make sure that all 2013 expense reimbursement requests have been submitted so that expenses can be booked in the year they were incurred.

We are looking forward to seeing most of you at convention. This year our 40th Annual Diocesan Convention focuses on celebrating the past and looking to the future as we kick off the Build the Serving Church capital campaign. Finance and administration workshops will be offered on March 15 at St. Bartholomew's, Poway in a special day-long conference for lay and clergy leadership. See below for more information.

You should receive your parochial report form from the Episcopal Church soon if you have not already. We will offer webinar training on how to pull together the parochial report financial information on Wednesday, January 15 at 3 p.m. If you would like to participate, email Rosa Feeney by January 14. Parochial reports are due Saturday, March 1. This year, please provide your 2013 financial statement (reconciling the financials with the parochial report) and 2014 budget with your parochial report.

 

 

 

A few of you are still finishing up your 2012 audits but the audit planning group has been busy refining the 2013 guidelines. These are available at www.edsd.org/audit. You will receive audit binders in early February; audit training will take place at the Leadership Academy on March 15.