Administrative and Finace Workshops at CLC

Administrative and Finace Workshops at CLC

It is time once again for the Congregational Leadership Conference which will be held on four successive Saturdays beginning February 12. The specific dates and locations are:

Southeast Deanery: St. John’s, Marysville February 12
Superior Deanery: All Saints, Redding February 19
Semper Virens Deanery: St. Francis, Fortuna February 26
Southwest Deanery: St. John’s, Petaluma March 5


The day begins at 8:30 am with registration and coffee followed at 9 am by welcome and opening remarks from the host clergy, Dean, and Bishop. Workshops will follow which are designed to benefit all who are engaged in the leadership of the church.
Along with Tom Ewart, Diocesan Treasurer, and Thea Mangels, Diocesan Office Coordinator, I will present morning and afternoon sessions specifically targeted to Church Treasurers, Rectors, Church Administrators, and anyone else interested in administrative and financial issues relevant to church life.
The morning session will cover Administrative and Financial Best Practices. The agenda includes financial reporting, how to ensure a good internal control environment, what to expect from your church auditor, risk management and disaster preparedness, records management, and property and sales tax issues.
At 10:45 am Tom Ewart will convene a meeting of Church Auditors. If you are currently a church auditor, or if have an interest in providing this important service, please plan to attend this session. Tom is the new chairperson for this group. He will spend time reviewing the audit questionnaire and will lead a discussion about what is working and where there is room for improvement.
The afternoon session, which is designed to support churches in compliance with California Labor Law and Fair Employment Practices, begins at 1:00 pm. It will begin with a review of the poster, “Workplace Values in The Episcopal Church”. I hope that this will stimulate an interactive conversation in which we will consider our call to respect all persons as well as acknowledge the challenges our congregations face in the area of employment. Specific topics will include how to determine if a worker is an independent contractor or an employee and if an employee should be classified as salaried (exempt) or hourly (nonexempt). We will provide sample hiring and termination packets and review the 2009 General Convention Resolutions regarding the Denominational Health Plan and Lay Employee Pensions. There will also be a review of the basic wage and hour laws contained in Wage Order #4. Even if you do not have lay employees your priest is an employee and part of the discussion will cover how they are different when it comes to the laws and employee benefit systems.
You are welcome to just come to the morning or afternoon sessions if you prefer, but you will certainly want to join us for a catered lunch at noon. Please watch for details in our upcoming e-news to RSVP to ensure that we will have enough to feed everyone. Please let us know what sessions you are interested in attending so we can be sure to have plenty of copies of the handouts.
I welcome your suggestions for additional topics you would like to cover in these sessions. Please e-mail these to .

1 comment (Add your own)

1. Donald Farrar wrote:
I would like to register for the Mar 5th conference at St. John's Petaluma and plan to attend the Treasurer's workshop.

Thu, January 13, 2011 @ 10:05 AM

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