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~ Addressing Congregational Finance and Administration ~

In This Issue

Leadership Academy

Parochial Reports

Audit Guidelines

Deadlines

March 1

Parochial Reports Due

March 15

Data Collection Forms Due

April 15

Notify Audit Committee of type of audit to be conducted

May 2

Leadership Academy

Quick Links

Manual of Business Methods in Church Affairs

Peter K 5 Minutes to Fitness

Stay Connected

March 2015

Julie Young

Sometimes it is hard to remember that church finance and administration is linked to the mission of the church. There are days when I am buried in numbers or contracts and wonder whether I am advancing God's mission in any real way. I then remember that administration is key to turning vision into reality. So for those of you that finance and administration is a full-time job -- thank you for using your gifts in this way. And for those of you who are involved in the practical side of the church as one of many functions you fulfill, remember that this is part of the nuts and bolts of ministry.

Have a wonderful last two weeks of Lent and an amazing Easter,

Canon Julie Young

Canon for Finance and Administration and Diocesan Treasurer

jyoung@edsd.org

Office of the Bishop Address

The Episcopal Diocese of San Diego

2083 Sunset Cliffs Blvd.

San Diego, CA 92107

Leadership Academy: May 2

It's time to register for Leadership Academy on Saturday, May 2 at St. Bartholomew's, Poway! We are excited about the breadth and depth of this year's workshops. It looks like we are going to have a record turnout for the event so please register now!

We will begin the day with a plenary session presented by Mr. Jerry Jellison, diocesan consultant on change management. He will discuss adaptive change in the diocese and share his exciting ideas.

In the finance and administration track, the morning workshop will cover "what you need to know" for wardens and vestries including fiduciary, financial and risk management responsibilities. Also offered in the morning is a workshop on the nuts and bolts of audits. Session 2 will present church finance /admin and human resource management. The third session will focus on more specific topics and will include buildings and grounds and schools.

Special Schools Workshop
While we welcome all to the finance and admin workshops, I encourage churches with preschools to make sure someone from your church is attending schools workshop in Session 3. We are fortunate to have Jenny Smith from Vista's thriving preschool present on mission and marketing in a changing environment. For more information, visit our website.

Parochial Reports

Parochial reports were due March 1. This year be sure to provide your 2014 year-end financials, 2015 budget, and a reconciliation of the financials and parochial report. Reconciliation forms can be found on our website: www.edsd.org/parochialreports.

Audits

Audits are not due until September 1, but now is the time to familiarize yourself with the guidelines and the workbook that we mailed to you. Please note that the form in the workbook that asks you to identify your audit committee and tell us what type of audit you will conduct this year is due April 15. For more information, visit our website: www.edsd.org/audit.

Audit Workshop
Assistant Treasurer Rosa Feeney will offer an audit workshop at Leadership Academy on May 2.

The Episcopal Diocese of San Diego and its employees do not provide, and none of the information furnished in this email should be viewed as investment, tax, or legal advice. The content of this email is provided for your information purposes only.

The Episcopal Diocese of San Diego | 619-481-5453 | jyoung@edsd.org | www.edsd.org

~ Serving and Assisting Financial and Administrative Leaders ~