Annual Conference Leadership Training
 

Choose your custom training track from the 8 options below.
 

Whether you are a chair or member of your Committee, all are welcome.
Remember to register for the event here: Register Now

 

All times are in Central Standard Time Zone. (UTC - 06:00) 

01/26/2021
10:00 am - 11:00 amOpening Keynote
Moses Kumar, General Secretary, GCFA
Bishop Cynthia Fierro Harvey, President of the Council of Bishops & Resident Bishop of the Louisiana Episcopal Area, Council of Bishops
11:00 am - 12:00 pmIntroductions and Review of Context
Gary Graves, Secretary of the General Conference, General Conference
11:00 am - 12:00 pmEpiscopacy: Introduction and Responsibilities from the Book of Discipline
Dana Joki, Director of Episcopal Services, GCFA
11:00 am - 12:00 pmTreasurers: Introduction and Responsibilities from the Book of Discipline
Rick King, Chief Financial Officer, GCFA
11:00 am - 12:00 pmEquitable Compensation: Introduction and Responsibilities from the Book of Discipline
Reverend Jeremy Howell, Pastor, Moncks Corner United Methodist Church
1:00 pm - 2:00 pmAnnual Conference Responsibilities - Part 1
Gary Graves, Secretary of the General Conference, General Conference
1:00 pm - 2:00 pmCF&A: Introduction and Responsibilities from the Book of Discipline
Rick King, Chief Financial Officer, GCFA
1:00 pm - 2:00 pmTrustees: Introduction and Responsibilities from the Book of Discipline
Matthew Morley, Managing Attorney, KLM Attorneys LLC
Bill Thresher
1:00 pm - 2:00 pmPersonnel: Introduction and Responsibilities from the Book of Discipline
Caitlin Congdon, Chief Officer of Human Resources and Professional Development, GCFA
2:00 pm - 3:00 pmAnnual Conference Responsibilities - Part 2
Gary Graves, Secretary of the General Conference, General Conference
2:00 pm - 3:00 pmTrust Clause
Bryan Mills, General Counsel, GCFA
Matthew Morley, Managing Attorney, KLM Attorneys LLC
Bill Thresher
2:00 pm - 3:00 pmStats Basic Session 1
Will Furones, Data Management Specialist , GCFA
Leslie Ohrin, Manager, Data Services & IT Projects, GCFA
3:00 pm - 4:00 pmImportance of Internal Controls
Paul Demastus CPA, CIA, CFSA, CFE, CFF, CISA, Shareholder, Audit and Advisory, LBMC
3:00 pm - 4:00 pmStats Basic Session 2
Will Furones, Data Management Specialist , GCFA
Leslie Ohrin, Manager, Data Services & IT Projects, GCFA
 
01/27/2021
10:00 am - 11:00 amBook of Discipline Review
Gary Graves, Secretary of the General Conference, General Conference
10:00 am - 11:00 amRecruiting to Hiring
Caitlin Congdon, Chief Officer of Human Resources and Professional Development, GCFA
10:00 am - 11:00 amEquitable Compensation Session - Topic TBA
Reverend Jeremy Howell, Pastor, Moncks Corner United Methodist Church
11:00 am - 12:00 pmJournals and Other Record Keeping
Gary Graves, Secretary of the General Conference, General Conference
11:00 am - 12:00 pmEquitable Compensation Session - Topic TBA
Reverend Jeremy Howell, Pastor, Moncks Corner United Methodist Church
11:00 am - 12:00 pmReserves - What is Appropriate for Non-Profit Organizations
Rick King, Chief Financial Officer, GCFA
11:00 am - 12:00 pmPerformance Evaluation and Goal Setting
Caitlin Congdon, Chief Officer of Human Resources and Professional Development, GCFA
1:00 pm - 2:00 pmInsurance and Risk Management Issues
Jeff Koch, President and CEO , United Methodist Insurance Program
1:00 pm - 2:00 pmGeneral and Jurisdictional Conference Responsibilities - Part 1
Gary Graves, Secretary of the General Conference, General Conference
1:00 pm - 2:00 pmData in the UMC and Forms
Leslie Ohrin, Manager, Data Services & IT Projects, GCFA
2:00 pm - 3:00 pmGeneral and Jurisdictional Conference Responsibilities - Part 2
Gary Graves, Secretary of the General Conference, General Conference
2:00 pm - 3:00 pmFLSA: What you need to know about the Fair Labor Standards Act
Caitlin Congdon, Chief Officer of Human Resources and Professional Development, GCFA
2:00 pm - 3:00 pmStats Best Practices Panel
Will Furones, Data Management Specialist , GCFA
Leslie Ohrin, Manager, Data Services & IT Projects, GCFA
2:00 pm - 3:00 pmCommercial Real Estate Market - A National View
Gregg Ickes, President, Real Estate Services, Foundry Commercial
Matt Messier, Partner & Managing Director, Religious, Educational & Not-for-Profit Team, Foundry Commercial
3:00 pm - 4:00 pmOverview of Financial Statement Audits
Paul Demastus CPA, CIA, CFSA, CFE, CFF, CISA, Shareholder, Audit and Advisory, LBMC
 
01/28/2021
10:00 am - 11:00 amEquitable Compensation Session - Topic TBA
Reverend Jeremy Howell, Pastor, Moncks Corner United Methodist Church
10:00 am - 11:00 amResponsibilities of the Episcopacy Committee at AC, Jurisdictional, and Inter-jurisdictional levels
Dana Joki, Director of Episcopal Services, GCFA
11:00 am - 12:00 pmLingering Thoughts and Looking Ahead
Gary Graves, Secretary of the General Conference, General Conference
11:00 am - 12:00 pmApportionment Formula - General Church and Annual Conferences
Rick King, Chief Financial Officer, GCFA
1:00 pm - 2:00 pmCurrent & Potential Future State of General Church Apportionments and Episcopal Fund Realities
Rick King, Chief Financial Officer, GCFA
1:00 pm - 2:00 pmPersonnel Best Practices Session 1
Caitlin Congdon, Chief Officer of Human Resources and Professional Development, GCFA
2:00 pm - 3:00 pmPersonnel Best Practices Session 2
Caitlin Congdon, Chief Officer of Human Resources and Professional Development, GCFA
2:00 pm - 3:00 pmBudget and Planning During Uncertain Times and Significant Change
Rick King, Chief Financial Officer, GCFA