Resources In New Treasurers' Orientation
- Orientation Curriculum Chart
A chart outlining the modules in the New Treasurers' Orientation program and their dependencies.
Origin: Ann Gibson, Andrews University
Added: Jul 2015
- Example Orientation Schedule
The schedule for the new conference treasurers' orientation program.
Origin: Ann Gibson, Andrews University
Added: Jan 2015
- Curriculum Guide: Analyzing Financial Statements
The goal of this presentation is to understand the purpose of each financial statement and be familiar with key financial ratios for the purpose of enhancing financial decision-making.
Origin: Ann Gibson, Andrews University
Added: Jan 2015
- Curriculum Guide: Church Organization and Mission
The goal of this presentation is to understand basic principles in Seventh-day Adventist Church organization and how these are applied to operations; to understand how denominational structure relates to denominational mission; and to adopt leadership practices that demonstrate respect for denominational organization and build church membership trust in the legitimacy and effectiveness of it.
Origin: Lowell Cooper, General Conference of SDA
Added: Jan 2015
- Curriculum Guide: Effective Boards and Committees
The goals of this presentation are to: (1) highlight the importance of group decision-making in Seventh-day Adventist Church ethos, (2) understand structural designs and social dynamics that contribute to effective, efficient and consequential board and committee meetings, and (3) adopt leadership practices that facilitate effective performance of boards and committees.
Origin: Lowell Cooper, General Conference of SDA
Added: Jan 2015
- Curriculum Guide: Ethics, Transparancy, and Accountablility
The goal of this presentation is to explain and emphasize the need for Christian ethics, transparency, and accountability in all treasurer-related functions and activities.
Origin: Ann Gibson, Andrews University
Added: Jan 2015
- Curriculum Guide: Financial Statement Presentation
The goal of this presentation is to understand how to effectively communicate financial matters to the executive committee, boards, and constituents in order to enhance their ability to make financial decisions.
Origin: Elaine Hagele, Mid-American Union
Added: Apr 2015
- Curriculum Guide: HR/Personnel and Employment Regulations
The goal of this presentation is to understand the critical matters identified with human resources/personnel and employment regulations within a Division.
Origin: Ann Gibson, Andrews University
Added: Aug 2015
- Curriculum Guide: Internal Control
The Goal of this presentation is to identify and clarify the necessity of internal control in an organization to achieve accountability and transparency in financial matters.
Origin: Ann Gibson, Andrews University
Added: Jan 2015
- Curriculum Guide: Introduction to Fund Accounting
The goal of this presentation is to acquaint treasurers and managers with the purpose and rationale for fund (not-for-profit) accounting, with the goal of making the financial statements prepared under fund accounting both understandable and useful for decision-making. This presentation is not intended for accountants who will be making the entries. That level of detail would be appropriate in a follow-up presentation to this introductory presentation.
Origin: Ann Gibson, Andrews University
Added: Jan 2015
- Curriculum Guide: Introduction to the Plant Fund
The goal of this presentation is to acquaint treasurers and managers with the purpose and rationale for the Plant Fund as outlined in the SDA Accounting Manual, with the goal of making the Plant Fund and its associated entries both understandable and useful for decision-making. This presentation is not intended to be exhaustive, as might be done for the accountants who will be making the entries, but it does recommend the inclusion of examples of journal entries required by the Plant Fund accounts.
Origin: Ann Gibson, Andrews University
Added: Jan 2015
- Curriculum Guide: Investments
The goal of this presentation is to provide information about investment opportunities and the relationship between risk and return that enhances money management, while following the guidelines of the Seventh-day Adventist Church with respect to prudent management of church funds. This curriculum guide is offered as a general guide, as investment needs and opportunities will vary around the world, depending on the organization’s finances and its geographical location. As appropriate, additional topics should be considered.
Origin: Ann Gibson, Andrews University
Added: Aug 2015
- Curriculum Guide: Legal Issues and Confidentiality
The goal of this presentation is to raise awareness of the major legal issues church officers, including treasurers, are likely to encounter as they engage in their responsibilities.
Origin: Karnik Doukmetzian, General Conference of SDA Office of General Counsel
Added: Jan 2015
- Curriculum Guide: Local Church and School Treasurers
The goal of this presentation is to explain how to integrate church members serving as local church and school treasurers as an extension of the conference/mission treasury team.
Origin: Gary Dodge, General Conference of SDA
Added: Jul 2015
- Curriculum Guide: Managing Conflict
The goal of this presentation is to understand the benefits and challenges of conflict and to provide tools for managing conflict as it arises.
Origin: Stanley Patterson, Andrews University
Added: Apr 2015
- Curriculum Guide: Officer Roles, Responsibilities, and Teamwork
The goal of this presentation is to understand the role that officer positions fill in Seventh-day Adventist Church organization; to know the range of officer responsibilities in Seventh-day Adventist Church organizational units; to comprehend and appreciate basic principles for achieving effective teamwork among officers of a denominational organization; and to motivate a commitment to excellence in the leadership practices of officers in Seventh-day Adventist Church organizations.
Origin: Lowell Cooper, General Conference of SDA
Added: Jan 2015
- Curriculum Guide: Personal Finances -- Modeling and Counseling
The goal of this presentation is to understand the components of personal financial management and the importance of integrating the lordship of Jesus Christ into one's views and use of material resources.
Origin: Ann Gibson, Andrews University
Added: Aug 2015
- Curriculum Guide: Planning for the Future
The goal of this presentation is to inform treasury personnel of future plans, directions, and strategic initiatives as appropriate.
Origin: Ann Gibson, Andrews University
Added: Aug 2015
- Curriculum Guide: Preparing for the Financial Statement Audit
The goal of this presentation is to identify and clarify the purpose of an audit, the work of the auditor, and the necessary steps management should take to be ready for an audit of the financial statements.
Origin: Ann Gibson, Andrews University
Added: Jan 2015
- Curriculum Guide: Record Keeping and Reporting
The goals of this presentation are to understand the necessity of preparing, keeping, and safeguarding records; to recognize the responsibility of treasurers to maintain a financial records system that permits auditors to form an opinion on the validity of financial reporting; and to understand the expectations with respect to monthly reporting by the treasury department to appropriate governing bodies and others, such as government offices.
Origin: Ann Gibson, Andrews University
Added: Jul 2015
- Curriculum Guide: Retirement -- Issues and Policies
The goal of this presentation is to understand the critical matters identified with retirement and retirement plans for a Division or Union where the retirement plan is operated.
Origin: Del Johnson, North American Division
Added: Aug 2015
- Curriculum Guide: Risk Management and Insurance
The goal of this presentation is to raise awareness to the presence of risk, its impact on the organization, and how to manage risk successfully.
Origin: Frenita Buddy, Adventist Risk Management
Added: Jan 2015
- Curriculum Guide: Roles and Relationships in Denominational Structure
The goal of this presentation is to: understand Seventh-day Adventist Church denominational structure and the relationships that apply to effective operations among organizations, understand the role of governance documents in denominational structure, and elicit leadership respect for and commitment to denominational structure and procedures.
Origin: Lowell Cooper, General Conference of SDA
Added: Apr 2015
- Curriculum Guide: Spiritual/Devotional Life
To encourage leaders to recognize the need for a living connection with Jesus as the most important foundation for a life of effective service.
Origin: Derek Morris, General Conference of SDA
Added: Apr 2015
- Curriculum Guide: The Role and Function of a Treasurer and Building an Officer Team
The goal of this presentation is to understand the role and function of a treasurer in a Seventh-day Adventist organization, and how the treasurer can help to build an effective team and relationship with the other officers of the organization.
Origin: Elaine Hagele, Mid-American Union
Added: Apr 2015
- Curriculum Guide: Time Management
The goal of this presentation is to assist treasurers and financial managers in understanding time, its constraints and its opportunities, and the necessary of successfully managing one
Origin: Lowell Cooper, General Conference of SDA
Added: Apr 2015
- Curriculum Guide: Tithe and Non-Tithe Funds and Tithe Exchange
The goal of this presentation is to understand the principles and procedures for administering tithe funds and the appropriate use of tithe and non-tithe monies in supporting the ministry of the church.
Origin: Ann Gibson, Andrews University; Elaine Hagele, Mid-American Union
Added: Aug 2015
- Curriculum Guide: Working Policy 101
The goal of this presentation is to understand the purpose for governance documents in the life of the church and to increase the knowledge of GC Working Policy and its relevance to leadership issues.
Origin: Lowell Cooper, General Conference of SDA
Added: Jul 2015