2023 Treasurers' Training

Data Services

• 2023 Training Presentation

Episcopal Services

• Episcopal Fund and Departmental Overview Presentation

• Episcopal Fund Travel Expense Policies Procedures 

• 2017-2020 General Conference – Report 5 – Episcopal Fund – GC Approved 

• JEO Financial Statement Audit Guidelines

• EO Financial Reporting Checklist

Marketing and Communications

• 2023 Resources for your Annual Conference Presentation

Finance

• Apportionment Calculation, Review of Payments Submitted to GCFA (Special Sunday offerings, etc,), Best practices for authority structures over spending from reserves vs. planned operations Presentation

• CF&A Training

Travel and Meeting Planning

• Introduction to Meeting Planning – What is meeting planning?

• Hybrid Meeting Checklist

• Hybrid Event Questionnaire

• Pre-Event Checklist

• Post-Event Checklist

• Virtual Event Checklist

United Methodist Insurance

• Presentation on Intro to UMI, Observations of Conference Programs, Emerging Insurance Issues, Risk Management

• Sovereign Insurance – MinistrySafe

Information Technology

• IT Security – What you Need to Know

Human Resources

• Presentation on Recruiting Best Practices, Office Best Practices, Employment Law

• HR Training Videos

• Referral Bonuses

Ministry Partners

• Ministry Resource Guide

• Denominational Discounts

UMC Support Services

• For Local Churches

• For Annual Conferences
  

GCFA Resources

• Tax Packet

• Legal Manual
  

Forms

• Financial

• Local Church

• Legal

Books

• The Buck Stops Here by Mary Logan

• Church Financial Records Handbook 2017-2020 – Cokesbury

• The Little Book of Boards by Erik Hanberg

• Ministry and Money – A Practical Guide for Pastors by Janet T. Jamieson & Philip D. Jamieson

• Nonprofit Finance: A Practical Guide for Controllers, CFOs and Board Members by Sheila Shanaker, CPA

• The Giant Hairball by Gordon MacKenzie

Listservs (Google groups)

• UMC-Treasurer Groups – To be added, contact Christine Dodson

• Association of United Methodist Conference Pension and Benefits Officers (AUMCPBO) – To be added, contact Paul Fernandez

Online Resources

• Church & Clergy Tax Guide by Richard Hammar

• Evangelical Council on Finance & Administration

• Church Excel newsletter and website  https://www.ecfa.church/churchexcel.aspx

• The Church Network (for Church Business Administrators)

Magazine subscriptions

• Church Law & Tax Report

• Church Finance Today