Finances for Parishes

 

What Vestry and Clergy Need to Know Session 1

Do you know what business methods are required by the Episcopal Church and the Diocese of Atlanta? Do you know what your fiduciary responsibility is? Do you know what a fiduciary is? Do you know that audits are required and why? Do you know what your liability is for financial misrepresentation? If you are a vestry member or a parish cleric, you need to know the answers to these and many more questions. If you don't, plan on attending this workshop. The Rev. William Bennett, Canon for Administration & Finance, Steve Burnett, Chair, Finance Committee of the Diocese of Atlanta, James B. Jordan, CPA & Principal, Jordan Kinsey & Jordan, CPAs, LLC

 

Guidance for Treasurers and Financial Staff Session 2

Appropriate controls over finances, money handling, check writing, expenditure approval are essential in managing the financial life of a parish and in protecting the people who are charged with money management. What are your controls like? Are they adequate? Do they protect you? How will a regular audit help you to improve your financial oversight and provide protection for the financial staff of your parish? Come and find out. The Rev. William Bennett, Canon for Administration & Finance, Steve Burnett, Chair, Finance Committee of the Diocese of Atlanta, James B. Jordan, CPA & Principal, Jordan Kinsey & Jordan, CPAs, LLC

 

Tips, Traps & Techniques for using ACS Software Session 3

Automated Church Systems financial software is widely used in the diocese. It is a great help in financial management but is not without its pitfalls. James Jordan has extensive experience in auditing accounts that use ACS. He can give seasoned advice on what ACS can and can't do as well as particular 'traps' that it has. This is designed specifically for parishes using ACS. James B. Jordan, CPA & Principal, Jordan Kinsey & Jordan, CPAs, LLC