Pacifica Synod, ELCA

Centered in Christ for Mission and Learning

  • Home
  • 2023 Pacifica Synod Assembly
  • About Us
    • Who We Are
    • Our Mission, Core Values & Goals
    • Pacifica Synod Office of the Bishop Staff
    • Synod Council
    • Pacifica Synod Sexual Misconduct Policy
    • Pacifica Synod Constitution
    • Directory of Congregations and Ministers
    • Conferences/Deans
    • Find a Congregation
    • Ministry Teams
      • Coaching in the Pacifica Synod
      • Pacifica Synod AMMPARO Network
      • “Preaching Stewardship” Ministry
    • Blog
    • Partner Links
  • For Congregations
    • Congregational Reporting & Forms
    • Pulpit Supply
    • Anti-Racism Resources & Synod Work Towards Equity, Diversity and Inclusion
    • Sharing Our Faith Stories – Evangelism Curriculum for Congregations
    • Congregational Financial Review Workshop Resources
    • “Growing Young” Events & Resources
    • Funds for Mission
      • Latino Ministry Endowment Fund Partnership Support Grants
      • Warner Trust Fund Grant
      • Stephen Ministry Training Scholarships
      • The Rev. Laurie Line Memorial Scholarship
      • Robert L. Miller Scholarship Grants
      • Murray & Rhoda Finck Global Engagement Mission Fund (GEM Fund)
      • Matthew 25 Fund
    • Job Listings/Classifieds
    • Safe Gatherings & Congregation U
    • Resources from the 2019 Workshop for Congregational Treasurers & Administrators
  • For Leaders
    • Rostered Ministers’ Reports & Forms
    • Clergy Compensation Guidelines
  • Calendar
  • News & Events
    • e-News Archive
    • Theoasis – Professional Leaders’ Conference
    • Boundary Workshop for Rostered Ministers
    • 2023 Pacifica Synod Assembly
    • 2022 Pacifica Synod Assembly
    • Congregational Financial Review Workshops
    • 2021 Pacifica Synod Assembly
  • Contact Us
  • Donate Online

Congregational Financial Review Workshop Resources

In March 2022, Pacifica Synod’s Executive Assistant for Accounting, Terri Robertson, hosted two online workshops to assist congregations in understanding the steps to conduct an annual Financial Review of their financial records and processes. This annual review assists the congregational council in fulfilling its general oversight of the congregation’s accounting, financial reporting and internal control systems.

Below you will find the recordings of each of the workshops, along with the presentation slides and resources shared with participants.

Workshop Recordings

Saturday, March 26 (YouTube)
Tuesday, March 29 (YouTube)

Workshop Resources

Presentation Slides (PowerPoint)
Presentation Slides (PDF)
ELCA Congregational Audit Guide (PDF)
Audit/Financial Review Process Template (PDF)
ELCA Model Audit Committee Charter (PDF)
ELCA Congregational Treasurers Financial & Accounting Guide (PDF)

If you have any questions regarding these workshops or congregation finances, please contact Terri Robertson at 714.692.2791, ext. 732 or by email at terrirobertson@pacificasynod.org.

Recent News

  • Hope Children’s Center Preschool and Kindergarten Director
  • Organist at Clairemont Lutheran Church/Iglesia Luterana
  • Church Musician – San Marcos Lutheran
  • Updating your Constitution
  • Synod Treasurer

Pacifica Synod, ELCA

Office of the Bishop
1801 Park Court Place Bldg. C
Santa Ana, CA 92701-5010

p. 714.692.2791
office@pacificasynod.org

Connect With Us

  • Email
  • Facebook
  • Twitter

A Reconciling in Christ Synod Since 1993

Newsletter

Sign up to receive the Synod’s email update to hear what’s going on in the Pacifica Synod.

Sign Up!

Copyright © 2023 · Pacifica Synod, ELCA

Powered by Faith Growth

 

Loading Comments...