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Knowledge Base

2022/03/09 Lunch & Learn – Pivot Tables in Excel

Do you struggle summarizing tables of data in Excel? Have you had it with VLOOKUPS? When you hear “pivot tables”, do you immediately cringe? Well, get your geek on and join us for our March Lunch & Learn! We’ll provide you with resources and real-world examples so you can quickly filter and summarize data, quickly analyze your large quantity of data, and share your results with your team.
Offices: Financial Standards & Parish Accounting 
Type: video-resources

Looking Toward the Future: Perpetual Care Planning for Cemeteries

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

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
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