Certificate for Church Treasurers

By: Treasury Services

The Conference Office of Treasury Services and the United Methodist Foundation of Western North Carolina will offer a certificate training program for United Methodist volunteer treasurers within our conference. Dr. Mark King and Rev. David Snipes will lead the four-session program in February-March 2020. Registration will open in November. Space is limited. Questions? Reach Mark King at mking@wnccumc.org or David Snipes at dsnipes@umfwnc.org.
 

Vision:  Church treasurers becoming informed and trained in the task of efficient and effective management of local church finances
 
Purpose:  To serve Western North Carolina Conference local church volunteer treasurers by offering a training school with curriculum and experience monitoring that leads to certification as a Certified Church Treasurer.
 
Hopes:

• Commitment to integrity and fiduciary responsibility for church financial management
• Understanding of sound financial practices and controls of accounting from the perspective of GAAP and the UMC Book of Discipline
• Comprehension of the United Methodist apportionment system and funding
• Conversant with clergy compensation, taxation and benefits
• Knowledge of resources and networks for further training and support
• Exposure to church legal, property, insurance and tax issues relevant to local church financial management.

  
Governance
The CTP will be jointly offered and operated under the direction of the WNCC Treasury Services and the United Methodist Foundation of WNC.  Endorsed by the WNCC Board of Laity.
 
Personnel
Dr. Mark King, Conference Treasurer 
Rev. David Snipes, Executive Director, UMFWNC 
Guest personnel from across the UMC Connection
 
Cost 
$25 registration fee for each attendee includes lunch for each session day.
 
Sessions limited to a maximum registration of 25 persons.
 
Program and Curriculum
Four Days:  Accounting; Stewardship; Legal & Tax; and United Methodism, 5 hours each (10 am – 3 pm)
 
 
Enrollment Criteria
Target audience:  Local church volunteer lay treasurers
Elected by Charge Conference
Commitment to four weekend session attendance
Recommended by Pastors in charge
 
Program/Curriculum Plan
 

Session 1 Accounting 2/22/20	Session 2 Stewardship 2/29/20	Session 3 Tax and Protection 3/21/20	Session 4 UMC 3/28/20
Accounting Structure	Annual Giving	Property Issues	UMC Structure
Financial Statements	Designated & Capital Giving	Insurance	Book of Discipline
Income & Receivables	Planned Giving	Legal	Organizational
Expenses & Payables / Payroll	Budgeting	Clergy Comp & Benefits	Apportionments
Fund Balance & Designated Accounts	Cash Management	Tax	Reporting & Forms
Banking	Investing	Audit	Resources
Software	Endowments

 
Each track ends with a simple quiz/exam of no more than 10-15 questions covering material.
 
Completion Requirements
 
Completion of all four tracks within one year
Recognition with certificate “suitable for framing” at Annual Conference