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3/7/13
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Telephone: 202/223-8962 | Email: [email protected] | Website: www.TheLeadershipRoundtable.org
www.TheLeadershipRoundtable.org
Telephone: 202-‐223-‐8962 Email: [email protected] ׀
Crea*ng and Sustaining a Culture of Transparency and Accountability
JOHN ERIKSEN and PETER DENIO
Financial and Legal Budgets
Audits/Reviews Financial Reports Financial
Impropriety
Written Financial Policies
Legal Compliance
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Openness
Annual Reports Pastoral and
Finance Councils Key Staff &
Volunteers Financial
Reporting Ministry Activity Parish Mission
Public Access
Financial Management Roles
Pastor Business Manager Reviewer Finance Council
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Practical Approach for Transparency and Accountability
Find two people in the parish who are competent to manage financial affairs.
Have each interview with Pastor and finance council. Have one do the work, have the other check the work.
Don’t have them working together! Publish you results at least twice a year. If you have a question, ask the Diocese.
Lets Create Your own Check List
List 3 essential tasks you will follow each year to promote financial transparency and accountability in your parish.
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Resources
Standards for Excellence www.CatholicStandardsForExcellence.org
Catholic Standards for Excellence Forum www.CatholicStandardsForum.org
www.ChurchEpedia.org A Parishioner’s Guide to Understanding
Parish Finances Parish Finance council/Business manager
webinars (CPPCD)
Contact Information
Peter Denio – [email protected]
John Eriksen – [email protected]
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National Leadership Roundtable on Church Management
Telephone: 202/223-8962 | Email: [email protected] | Website: www.TheLeadershipRoundtable.org
www.TheLeadershipRoundtable.org
Telephone: 202-‐223-‐8962 Email: [email protected] ׀