Event Materials:
This page will house all the training presentations and virtual handouts for your personalized track.
It will be updated as materials become avaliable from the speakers.
Annual Conference Secretary Handouts:
CF&A Handouts:
- Overview of Financial Statement Audits Presentation
- Local Church Audit Guide 2020
- Local Church Audit Reccomended Audit Procedures
- Local Church Audit Internal Control Checklist
- External Audit Presentation Chat Transcript
- Internal and External Audits Question and Answer
- Responsibilities per the Book of Discipline Presentation
- 2021 Annual Conference Leadership Chat Transcript - Book of Discipline Presentation
- Reserves: What is appropriate for Non-Profit Organizations Presentation
- 2021 Annual Conference Leadership Chat Transcript - Reserves Presentation
- Apportionment Formula - General Church and Annual Conference Presentation
- Current and Potential Future State of General Church Apportionments, Episcopal Fund Realities
- Budgeting and Planning During Uncertain Times & Significant Change Presentation
- Reserves Planning for Nonprofits from Grant Thornton
- Conference Changes Alignment Form
- 2021 Annual Conference Leadership Chat Transcript - All Presentations on January 28, 2021
Committee on Episcopacy Handouts:
Additional Committee on Episcopacy Resources:
- 2017-2020 Episcopal Fund Travel Expense Policies
- 2017-2020 General Conference - Report No. 5 - Episcopal Fund - GC Approved
- 2021 Episcopal Residence-Housing Standards
- EO Financial Reporting Checklist - 2020
- Episcopal Residence Information Tax Reporting
- JEO Financial Statement Audit Guidelines - 2020 Audits
- Bishop Housing Allowance Payments - Tax Considerations
- Some Judicial Council Decisions
Committee on Equitable Compensation Handouts:
- Vacations
- Session 1 Presentation
- Session 2 Presentation
- Session 3 Presentation
- Session 4 Presentation
- Some Interesting Judicial Council Decisions
- Some Relevant Paragraphs in the 2016 Book of Discipline
Personnel Committee Handouts:
- Job Description FORM
- Office Best Practices Handout - I-9 Documents List 2021
- Performance Management Handout - Performance Appraisal Template
- Performance Management Handout - SMART Goal Setting Template
- Recruitment Handout - Job Description Template
- Recruitment Handout - Phone Interview Template
Statistician Handouts:
- Stats - Line Use
- Statisticians - Statistics Basics Presentation
- Statisticians - Forms and Data in the UMC Presentation
- Apportionment Formula - General Church and Annual Conference Presentation
Trustee Handouts:
- Trustees Track - Discipline Responsibilities
- Trustees Trust Clause
- BOD Addendum & Errata
- Trust Clause Brochure
- Insurance and Risk Management Presentation
- Commercial Real Estate Market - A National View
Treasurer Handouts:
- Commercial Real Estate Market - A National View
- The Importance of Internal Audits Presentation
- Overview of Financial Statement Audits Presentation
- Local Church Audit Guide 2020
- Local Church Audit Reccomended Audit Procedures
- Local Church Audit Internal Control Checklist
- Internal Audit Presentation Chat Transcript
- External Audit Presentation Chat Transcript
- Internal and External Audits Question and Answer
- Responsibilities per the Book of Discipline Presentation
- 2021 Annual Conference Leadership Chat Transcript - Book of Discipline Presentation
- Reserves: What is appropriate for Non-Profit Organizations Presentation
- 2021 Annual Conference Leadership Chat Transcript - Reserves Presentation
- Apportionment Formula - General Church and Annual Conference Presentation
- Current and Potential Future State of General Church Apportionments, Episcopal Fund Realities
- Budgeting and Planning During Uncertain Times & Significant Change Presentation
- Reserves Planning for Nonprofits from Grant Thornton
- Conference Changes Alignment Form
- 2021 Annual Conference Leadership Chat Transcript - All Presentations on January 28, 2021
