Attention Finance & Admin!
To All Those Invested in Church Finance & Administration:

Bishop Mathes strongly encourages all finance and admin volunteers and staff members to attend the February 20 Leadership Academy at St. Bartholomew's in Poway. Five workshops, 60 minutes each, that cover finance, governance, human resources, property and preschool management. Bring your whole team to get everyone up-to-speed. 

Register Online
Details
The day costs $15/person, or $20 on the day-of. Lunch and materials are included. Scholarship assistance is available. Please contact Canon Young for scholarship information. No one will be turned away for lack of funds.

Saturday, May 20
8:30 a.m. - 3:30 p.m.
St. Bartholomew's
16275 Pomerado Rd., Poway, CA 


You may create an account or "Register as Guest." If you have any questions during registration, please contact Registrar Keren Rodriguez, 619-481-5455.
Workshop Descriptions

Vestry 101
Bishop Mathes will cover basic responsibilities and obligations of wardens, vestry or bishop's committee members. Workshop will include discussion of the fiduciary responsibility of vestry members and others in authority. Comments will be framed under the traditional duties of trusteeship: loyalty to the church, care as fiduciary, and compliance with canons and civil law. This workshop is designed for wardens, vestry member, bishop's committee members, and treasurers. 

Church Finance and Administration 101
Canon Julie Young, diocesan treasurer and canon for finance and administration will review best practices in finance, accounting and administration. Such topics as how to read a financial statement, asset management of your property, and key risk management items including internal controls, insurance, and audits will be addressed. This workshop is designed for treasurers, rectors, parish administrators, bishop's committee members, and vestry members. 

Human Resource Management
Canon Young will explore human resources for churches. Our people are our most important resource and asset. They need to be treated fairly and in accordance with church canons and California employment law. This workshop will review and explain the basics of such areas as employee vs independent contractor, exempt, non-exempt and volunteer status, and other critical areas. It will also address clergy compensation and ministerial exemption. This workshop is designed for treasurers, rectors, parish administrators, bishop's committee, and vestry members. 

How to Develop a Parochial Report
Assistant Treasurer Rosa Feeney will review the how-to of parochial reports, which are due March 1. The financial information that the report requires is not intuitive and the terminology is confusing. This is a hands-on workshop; Rosa will walk you through the creation of a parochial report step by step. Bring your income statement and you should have a finished parochial report by the end of the workshop!

How to Make Your Property Work for You
Your property provides your community space to worship and learn. It also provides a base for outreach. More and more, church properties are being used to generate much needed income to support the core work of the congregation. However, for it to care and feed your congregation in this way, you need to provide for its care and feeding by maintaining it. This workshop will cover solar possibilities, property usage agreements, insurance and addressing maintenance issues.
Presenter Biographies

Ms. Rosa Feeney holds a bachelor's degree in accounting and a master's degree in Taxation from the Cal State East Bay, San Francisco. She is a CPA and fluent in Spanish. Rosa has worked at KPMG and other, smaller public accounting firms. Rosa joined the accounting department at the Episcopal Diocese of San Diego in 2009. She helps congregations comply with the financial requirements of the church canons. She also assists congregations in their compliance with parochial reports. Rosa's love is the balance sheet. She and her husband live in Bonita.

The Bishop The Rt. Rev. James R. Mathes brings to the diocese an uncommon mix of pastoral ministry and nonprofit administration experience. He was elected to serve as the fourth bishop of our diocese in November 2004 and consecrated in March 2005. During his seven years as a parish priest, church attendance doubled, school participation tripled and the congregation founded a community outreach program for the elderly and disabled. In 2001, Bishop Mathes was named canon to the ordinary for the Diocese of Chicago, where he directed the Department of Deployment and Congregational Development. He secured a $1.6 million grant from the Lilly Endowment to establish a clergy mentoring program. He also helped guide 130 congregations through a strategic planning process.

Canon Julie Young came to the diocese in 2009 and since then has been responsible for diocesan finance, accounting, human resources, and administration. She also consults congregations on these subjects. Prior to working for the diocese, Julie was employed at City Heights Community Development Corporation as the associate director. She previously had been the chief operating officer for Good News Partners, a Chicago faith-based organization that provides housing and support services to those who would otherwise be homeless. Canon Young has an MBA in Finance from the University of California, Berkeley.