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.
