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Leadership - Parish

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)

Recordings include the February 11, 2026, Lunch & Learn: "How to Avoid Dings on Your AUP" and the January 3, 2023, Lunch & Learn: Agreed Upon Procedures (AUP) Preparation, Process and Post Follow Up 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. Videos from 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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