Below please find information and resources shared at the 2019 Pacifica Synod Workshop for Treasurers & Administrators held at the Lutheran Center for Mission & Learning in Santa Ana on October 12, 2019:
ELCA “Where Does My Offering Go?” video – https://youtu.be/MS2O8jnk5cg
Download the PowerPoint presentation used during the workshop:
2019 Workshop Presentations – Combined (PowerPoint)
Download a PDF of the handout of the presentation slides used during the workshop:
2019 Workshop Presentation Slides (PDF)
Resources included in the packet received by participants included:
ELCA Congregational Treasurers Financial And Accounting Guide
ELCA Internal Control Best Practices
ELCA Acknowledging In-Kind Gifts
ELCA Congregation Retention Schedule
Insurance for Congregations: Risk Management & Board Duties
DFEH Sexual Harassment Prevention Training FAQ
Employment Tax Forms
Understanding Clergy W-2 Forms
ELCA Independent Contractor vs. Employee
Portico Benefits Services Resources
Annual Reporting Form Examples
ELCA Legal Checklist for Congregations
ELCA Social Media Planning & Procedures
2020 ELCA Mission Support Statement of Intent Form
ELCA “Where Does My Offering Go” Handout
Pacifica Synod Treasurer’s Remittance Form
Pacifica Synod Funds for Mission
Helpful Financial Resources Page – Oct 2019
Resources NOT included in the packet, but mentioned during the workshop:
ELCA Credit Card Best Practices
ELCA Congregational Audit Guide
Tax Information for Congregations
If you have any questions about the items included here, please contact Terri Robertson at terrirobertson@pacificasynod.org.
Contact information for the other ministry partners/presenters:
Jennifer Bond
Nancy Bond Insurance Services
jennifer@NancyBondInsurance.com
Gerry Marecek
Synod Council Member & Retired HR Professional
gerry.marecek@gmail.com
Andrea Arey, Regional Representative
Portico Benefit Services
aarey@PorticoBenefits.org
You may view the video of the workshop held in September 2017 by clicking here.
