Finance

2022/04/13 Lunch & Learn – Gift Acceptance Policy

Learn how create a Gift Acceptance Policy that will help manage expectation of donors and serve as a guide for parish staff and leadership.

Offices: Financial Standards & Parish Accounting

Type: video-resources

Cemetery: Perpetual Care Planning

This webinar is filled with resources and information (see agenda below) relating to cemeteries and perpetual care. It is a collaboration of 5 entities: Catholic Cemeteries, Catholic Community Foundation, Catholic Finance Corporation, Catholic Mutual Group and the Archdiocese of Saint Paul and Minneapolis. Each organization brings expertise in matters of cemetery finance, investment, legal, repairs / maintenance on behalf of those who passed before us, to be assured of a sacred and cared for resting place

Offices: Financial Standards & Parish Accounting

Type: video-resources

2022/11/09 Lunch & Learn – Accounting Services End of Year Payroll

Offices: Accounting Services , Financial Standards & Parish Accounting

Type: video-resources

2022 Lunch & Learn – Fixed Assets Initiative

Offices: Financial Standards & Parish Accounting

Type: video-resources

2022/08/10 Lunch & Learn – Interviewing Candidates for Employment

The Resourceful Manager’s Interviewing Framework: A structured approach on how to improve your hiring success and reduce the high cost of turnover. Hosted by Mary Ellen Moe, Human Resource Director of the Archdiocese of Saint Paul and Minneapolis.

Offices: Financial Standards & Parish Accounting , Human Resources & Benefits

Type: video-resources

End of Year Contributor Statements

Learn the rules and best practices for who should receive the statements and when, and what info should be detailed or summarized. Then, add special touches to your statements, like a message and signature from your Pastor.

Offices: Financial Standards & Parish Accounting

Type: video-resources

2023/04/12 Lunch & Learn – Deferred Maintenance

Now that parishes have spent the last year working on tracking fixed assets...it’s time to talk deferred maintenance. In this Lunch and Learn, Catholic Mutual Group (CMG) will present on the practical aspects of deferred maintenance, such as preventative maintenance, unexpected breakdowns, resources available, and backlogs. Then learn about strategic financial planning for repair and replacement of parish assets from Catholic Finance Corporation (CFC).

Offices: Financial Standards & Parish Accounting

Type: video-resources

Lunch & Learn – Agreed Upon Procedures (AUP)

One of the tasks parishes need to complete during an Agreed Upon Procedure (AUP) is a reconciliation of the data entered in the Offering system versus the data entered as Deposits in the Accounting system. For parishes who use ParishSOFT Accounting, and who have the Accounting Integration enabled, this process is quick and easy. Watch the video to learn how to download data from both Offering and Accounting, Download the ParishSOFT Offering to Accounting Reconciliation Template, and follow the instructions listed below to complete this reconciliation.

Offices: Financial Standards & Parish Accounting

Type: video-resources

2023/02/08 Lunch & Learn – Accrual Accounting

Presented by Jim Weiland of Catholic Finance Corporation on February 8, 2023. Jim presented information on Accrual Accounting. Accrual Accounting is a generally accepted accounting principal (GAAP), which is a set of detailed accounting guidelines and standards meant to ensure organizations are reporting clear, complete, comparable, and consistent financial information. Learn how to implement Accrual Accounting at your parish to provide meaningful reports to parish leadership and parishioners.

Offices: Financial Standards & Parish Accounting

Type: video-resources