Finance & Admin Tidbits

I hope your annual meetings went well. At the diocese, we are busy doing a preliminary close of books for the year in preparation for our audit. One of the big tasks is to make sure that all 2018 expense reimbursement requests were submitted so that expenses can be booked in the year they were incurred.

We are compiling audit notebooks to help you organize your 2018 audit information. This is the time to select internal audit committees or CPA firms to conduct external audits and scheduling audit dates.

We look forward to seeing you at Leadership Academy on Saturday, February 23 at St. Bartholomew's, Poway. See below for more information.

The Rev. Kirby M. Smith
Diocesan Treasurer and Chief Financial Officer
Church Officer Data Collection
Every year after your annual meeting, we ask you to complete the Church Officer Data Collection Form. This helps us keep our database updated. Please take a moment now to complete the form. Deadline: March 1.

Annual Reports
A copy of your annual report helps us connect to your congregation. Please send us your annual report by dropping it off in person, by mail (2083 Sunset Cliffs Blvd., San Diego, CA 92107), or by email: We appreciate having these by March 1. Thank you!

Stewardship Resources
Our diocese is a member of the Episcopal Network for Stewardship (TENS). Please let your stewardship teams know that the login information for TENS has changed. The new login information is:

Login: Matthew
Password: five:16

Parochial Reports Due March 1
You should have already received your parochial report form from the Episcopal Church. The online parochial reports are due Friday, March 1 to the Episcopal Church. On that same date, your draft 2018 profit and loss, draft Dec 31 2018 balance sheets, and 2019 budgets are due to the diocese. If you have questions, please contact Accountant Diana Rubi.

Leadership Academy
On Saturday, February 23 at St. Bartholomew's, Poway, we will offer a lay and clergy training day. The workshops cover most everything church leaders need to know to be effective. In the finance and administration area, we will cover the basics of church finance and human resource management. Other topics include buildings and grounds, insurance, benefits and safety. A few of the workshops offered will be:  
Finance & Admin Best Practices
The Rev. Kirby Smith
1 - 3:15 p.m.
Learn best practices in finance, accounting and administration.
Creative Property Management and Maintenance
Richard Wade
3:30 - 4:15 p.m.
Music Room
Learn methods of property management you may not have considered.
Human Resources Best Practices
Laura Henderson
3:30 - 4:15
North Parish Hall
Learn about California employment law updates and HR audits for your church