Resources

A presentation for the NAD 2022 New Treasurers Training conference

A presentation for the NAD 2022 New Treasurers Training conference

A presentation for the NAD 2022 New Treasurers Training conference

A presentation for the NAD 2022 New Treasurers Training conference

A presentation for the NAD 2022 New Treasurers Training conference

A presentation for the NAD 2022 New Treasurers Training conference

A presentation for the NAD 2022 New Treasurers Training conference

A presentation for the NAD 2022 New Treasurers Training conference

A presentation for the NAD 2022 New Treasurers Training conference

A presentation for the NAD 2022 New Treasurers Training conference

A presentation for the NAD 2022 New Treasurers Training conference

A presentation for the NAD 2022 New Treasurers Training conference

A presentation for the NAD 2022 New Treasurers Training conference

A presentation for the NAD 2022 New Treasurers Training conference

A presentation for the NAD 2022 New Treasurers Training conference

A presentation for the NAD 2022 New Treasurers Training conference

A presentation for the NAD 2022 New Treasurers Training conference

A presentation for the NAD 2022 New Treasurers Training conference

This document was prepared to assist the boards of local SDA churches in establishing

A presentation at Beyond the Bottom Line, Orlando FL, March 2019

A presentation at Connect2018 in Punta Cana, Dominican Republic

A presentation for the 2018 ADRA Finance Summit

A presentatino of the General Conference Auditing Service

A presentation at MENA Treasurers’ Conference, November 2017

A presentation at MENA Financial Officers Conference, November 2017

A presentation at MENA Administrators’ Conference, November 2017

A presentation at MENA Treasurers’ Conference

A presentation for the NAD 2018 Treasurers’ Orientation

A presentation for the NAD 2018 Treasurers’ Orientation

A presentation for the NAD 2018 Treasurers’ Orientation. Also included are an Informed Guide to Giving and a Treasurer’s Manual Sample.

A presentation for the NAD 2018 Treasurers’ Orientation

A presentation for the NAD 2018 Treasurers’ Orientation

A presentation for the NAD 2018 Treasurers’ Orientation

A presentation for the NAD 2018 Treasurers’ Orientation

A presentation for the NAD 2018 Treasurers’ Orientation

A presentation for the NAD 2018 Treasurers’ Orientation

A presentation for the NAD 2018 Treasurers’ Orientation

A presentation for the NAD 2018 Treasurers’ Orientation

A presentation for the WAD 2017 Business Professional Convention

A presentation for the WAD 2017 Business Professional Convention

A presentation for the WAD 2017 Business Professional Convention

A presentation for the WAD 2017 Business Professional Convention

A presentation for the WAD 2017 Business Professional Convention

A presentation for the WAD 2017 Business Professional Convention

A presentation on personal finance for new pastors given for the mid-American union conference pastors convention, July 2017

A presentation for the EUD 2017 new Treasurers’ Orientation

A presentation for the EUD 2017 new Treasurers’ Orientation

A presentation for the EUD 2017 new Treasurers’ Orientation

A presentation for the EUD 2017 new Treasurers’ Orientation

A presentation for the EUD 2017 new Treasurers’ Orientation

A presentation for the WAD 2017 Business Professional Convention

A presentation for the WAD 2017 Business Professional Convention

A presentation for the WAD 2017 Business Professional Convention

A presentation for the WAD 2017 Business Professional Convention

A presentation for the WAD 2017 Business Professional Convention

A presentation for the WAD 2017 Business Professional Convention

A presentation for the WAD 2017 Business Professional Convention

A presentation for the WAD 2017 Business Professional Convention

A presentation for the WAD 2017 Business Professional Convention

A presentation on mid-course financial correctionsgiven at the mid-American union converence pastors convention, August 2017

A presentation for the EUD 2017 new Treasurers’ Orientation

A presentation for the EUD 2017 new Treasurers’ Orientation

A presentation for the SPD 2017 Business Professional Convention, May 2017

A presentation for the SPD 2017 Business Professional Convention, May 2017

A presentation for the SPD 2017 new CFO orientation program.

A presentation for the SPD 2017 Business Professional Convention, May 2017

A presentation for the SPD 2017 new CFO orientation program

A presentation for the SPD 2017 Business Professional Convention, May 2017.

A presentation on the use of power in leadership

An article on donor retention from Advancing Philanthropy, Fall 2016

A presentation on “Working Together: President and Secretary”

A presentation on “The Mechanics of the Treasuryu Function”

A presentation on “Tithe vs. Non-Tithe Funds and Tithe Exchange.”

A presentation on “The Relationshop of Treasurer to Other Officers”

A presentation on “Withholdings and Clergy Tax Issues”

A video by Adventist Risk Management

A presentation on “Securing Your Future Together”

A presentation on “Restricted Assets”

A presentation on Keeping Records

A presentation on “Working Together”

A presentation on “Preparing for the Financial Statement Audit: It’s not Doomsday if You’re Prepared!”

A presentation on “Modeling and Counseling with Employees”

A presentation on “Organizational Structure: Many Parts, One Movement.”

A presentation on “Operating Policy Framework: How we Work Together.”

A presentation on “NAD Finances Explained: The Grand Collaboration”

A presentation on “Segregation of Duties”

A presentation on “Human Resource/Personnel and Employment Regulations”

A presentation on “Presenting Financial Statements to Executive Committees, Boards, and Constituencies.”

A presentation on “Financial Analysis”

A presentation on “Ethics”

A presentation on “Effective Boards/Committees: Governance that Works!”

A presentation on “Controlling a Crisis”

A presentation on “Planning for Future Needs”

A presentation on “Concord and Conflict in the Family: Moving to Resolution.”

A presentation on “Ways to a Successful Audit”

A presentation on “Budgeting: Appropriations from Division/Union.” Includes supporting material: ***

A presentation on “Tithe Companies, Deeds, etc.”

An article from Advancing Philanthropy on current trends in the nonprofit finance and accounting world.

A presentation on money practices for building cross-cultural community.

A presentation on building cross-cultural community for mission

A paper by Dr. Lilya Wagner, CFRE, director of philanthropic Service for Institutions (PSI) on why fundraising doesn’t cause people to stop giving their tithe and offerings.

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.

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.

The goal of this presentation is to inform treasury personnel of future plans, directions, and strategic initiatives as appropriate.

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.

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.

The goal of this presentation is to understand the critical matters identified with human resources/personnel and employment regulations within a Division.

A presentation by Dr. Lilya Wagner, CFRE, director of Philanthropic Service for Institutions (PSI) on the future of philanthropy along with supporting articles from various publications.

Presentation used in the Treasurer’s Report given at the 2015 General Conference Session

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.

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.

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.

A chart outlining the modules in the New Treasurers’ Orientation program and their dependencies.

A presentation for the NAD 2018 Treasurers’ Orientation

A presentation for the NAD 2018 Treasurers’ Orientation

A presentation for the NAD 2018 Treasurers’ Orientation

A presentation for the NAD 2018 Treasurers’ Orientation

A presentation for the NAD 2018 Treasurers’ Orientation

A presentation for the NAD 2018 Treasurers’ Orientation

A presentation for the NAD 2018 Treasurers’ Orientation

A presentation for the NAD 2018 Treasurers’ Orientation

A presentation for the NAD 2018 Treasurers’ Orientation

A presentation for the NAD 2018 Treasurers’ Orientation

A presentation for the NAD 2018 Treasurers’ Orientation

A presentation for the NAD 2018 Treasurers’ Orientation

A presentation for the NAD 2018 Treasurers’ Orientation

A presentation for the NAD 2018 Treasurers’ Orientation

A presentation for the NAD 2018 Treasurers’ Orientation

A presentation for the NAD 2018 Treasurers’ Orientation. A copy of the NPUC Financial Report was included.

A presentation for the NAD 2018 Treasurers’ Orientation

A presentation on dealing with failure in the context of church leadership roles.

A presentation on organizing, training, and running effective governing boards within the SDA governance systems.

A presentation on the effect of workplace environments on well-being, and how to create healthy workplaces.

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

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.

To encourage leaders to recognize the need for a living connection with Jesus as the most important foundation for a life of effective service.

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.

The goal of this presentation is to understand the benefits and challenges of conflict and to provide tools for managing conflict as it arises.

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.

A presentation giving an overview on SDA church organization and governance documents.

A paper by Dr. Lilya Wagner, CFRE, director of Philanthropic Service for Institutions (PSI) on how to select and structure the right campaign for your fundraising effort.

A paper by Dr. Lilya Wagner, CFRE, director of Philanthropic Service for Institutions (PSI) on what it truly means to be a fundraiser.

A paper by Dr. Lilya Wagner, CFRE, director of Philanthropic Service for Institutions (PSI) on how generosity brings blessings.

A paper by Dr. Lilya Wagner, CFRE, director of Philanthropic Service for Institutions (PSI) on how to fill your toolbox with strategies and tools for fundraising.

A paper by Dr. Lilya Wagner, CFRE, director of Philanthropic Service for Institutions (PSI) on what to do if a campaign has failed.

An overview of the Giving USA annual report on philanthropy for 2013.

A paper outlining the assistance that the Philanthropic Service for Institutions (PSI) organization within the North American Division can provide for capital campaigns for pastors, churches, and schools.

A paper by Dr. Lilya Wagner, CFRE, director of Philanthropic Service for Institutions (PSI) on how to plan for fundraising.

A paper by Dr. Lilya Wagner, CFRE, director of Philanthropic Service for Institutions (PSI) on how to make a case for a funding request to a potential donor.

A paper by Dr. Lilya Wagner, CFRE, director of Philanthropic Service for Institutions (PSI) making the case that it really IS more blessed to give than to receive.

A paper by Dr. Lilya Wagner, CFRE, director of Philanthropic Service for Institutions (PSI) introducing the process of fundraising for nonprofit organizations.

A presentation on Insurance and Risk Management prepared by Arthur Blinci, Tim Northrup, and Frenita Buddy of Adventist Risk Management, Inc.

A paper by Dr. Lilya Wagner, CFRE, director of Philanthropic Service for Institutions (PSI) on when it is necessary to hire the services of a fundraising consultant.

A paper by Dr. Lilya Wagner, CFRE, director of Philanthropic Service for Institutions (PSI) on the changing landscape of giving to religions.

A paper by Dr. Nikolaus Satelmajer, retired pastor, administrator, and former editor of Ministry Magazine, exploring the question of whether fundraising campaigns cause people to stop giving their tithe and offerings.

A paper by Dr. Lilya Wagner, CFRE, director of Philanthropic Service for Institutions (PSI), on understanding who might or will give to your organization.

A paper by Dr. Lilya Wagner, CFRE, director of Philanthropic Service for Institutions (PSI) on the question of when to do a feasibility study for a fundraising campaign.

A paper by Dr. Lilya Wagner, CRFR, director of Philanthropic Service for Institutions (PSI), on fundraising ethics here, there, and everywhere.

A paper by Dr. Lilya Wagner, CFRE, director of Philanthropic Service for Institutions (PSI) on the least exciting fundraising campaign — debt reduction.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

A paper by independent consultant Michael J. Brown examining how to cultivate Adventist giving, and addressing the question of how different Adventists are from the general population when it comes to giving.

A paper by Dr. Lilya Wagner, CFRE, director of Philanthropic Service for Institutions (PSI), describing how to embrace diversity in church fundraising.

A presentation given at the Lake Union Trust Services Seminar on Mackinac Island, Michigan, USA, in October of 2014.

A paper by Dr. Harold Lee, Former President of the Columbia Union Conference, on Accountability, Donor Trust, and the Stewardship of Funds.

A presentation given at the Lake Union Trust Services Seminar on Mackinac Island, Michigan, USA, in October of 2014.

The schedule for the new conference treasurers’ orientation program.

A paper by Dr. Lilya Wagner, CFRE, director of Philanthropic Service for Institutions (PSI) introducing the services of PSI as a way to tackle today’s financial challenges effectively.

A slide presentation given at the Inter-American Division Seminar in August of 2014

A slide presentation given at the Inter-American Division seminar in August if 2014

A slide show outlining the corporate structure of the Seventh-day Adventist church.

As a Christian organization, there is a greater expectation from each person, particularly leaders, to demonstrate exemplary behavior in transacting financial matters ensuring they conform to biblical principles, legal parameters, professional standards, and denominational policies. This slide show details how that can be accomplished.

It is imperative that the global leadership of the Seventh-day Adventist Church address the important principles of transparency and accountability. This document outlines how that is being done.

An explanation of the British Union Conference Budgeting process presented at the Money Matters conference in February 2013

Presented at the General Conference Auditing Service Seminar, January, 2013

A presentation from the Beyond the Bottom Line Seminar, Nashville, TN, March 2013

A presentation on foresight and the budgeting process given at the Money Matters conference in February 2013

A presentation given to treasurers of the Euro-Asian Division in July 2013

Presented at the Treasurer Seminar, Euro-Asia Division, July, 2013

A presentation from the Beyond the Bottom Line Seminar, Nashville, TN, March 2013

Presented at the Treasurer Seminar, Euro-Asia Division, July, 2013

A presentation on internal control systems, presented to the Brazil Leadership Cohort, July, 2012.

A presentation given at the Trans-European Division Treasurer Seminar, Iceland, June, 2012.

Presentation given at the Trans-European Division Treasurer Seminar, Iceland, June, 2012.

A slide presentation exploring why people give money to churches.

A slide presentation outlining ways to encourage virtuous giving.

A slide presentation on building trust.

A slide presentation on the tendency of long standing treasurers to become possessive about the resources for which they are custodians.

A slide presentation given at the Trans-European Division Treasurer Seminar in August of 2011.

A slide presentation comparing transactional and transformational giving.

A slide presentation advocating that the fundamental role of a leader is to encourage others.

A slide presentation on preparing your church for stewardship.

A slide presentation presenting an overview of the Adventist retirement plan as a sponsor covenant.

A slide presentation on leading by serving.

A slide presentation summarizing the support system for the Adventist Church.

A slide presentation outlining how to avoid becoming a victim of investment fraud.

A slide presentation on various aspects of the budget process.

A slide presentation on stewardship as accountability without control or compliance.

A slide presentation on viewing accountability as a covenant.

A slide presentation on leadership accountability as described in 1 Corinthians.

A presentation on managing inventory and fixed assets given to the East Central Africa Division in March, 2011.

A presentation on internal control systems, presented to the East Central Africa Division in March of 2011.

An overview of governance presented by to Pacific Press.

A presentation on managing cash flow in SDA organizations. Given to the East Central Africa Division on March, 2011.

A presentation on how to assess various risks associated with an audit. Presented to the GCAS in June, 2011.

A presentation on the Converging U.S. GAAP and International GAAP (IFRS)

A presentation on how to analyze financial statements

A presentation given at the 2009 LEAD Conference.

A supplemental booklet containing explanation and graphs related to the slide presentation in this category

Presentation used in the Treasurer’s Report given at the 2010 General Conference Session

A slide presentation on gaining control of your life

A slide presentation on empowering people through shaping organizational culture

A sample of an audit preparation binder for a local conference

A sample of an audit preparation binder for an academy

An Excel spreadsheet showing the computation of several financial indicators

A presentation of the finances of the North Pacific Union as of June 2010

A presentation from the 2008 LEAD Conference.

A slide presentation on leadership

A slide presentation on leadership

A presentation given at the 2009 LEAD Conference.

In the process of handing over of a position to a new person the following items have to be considered as a minimum to avoid loss of important experience and information and to facilitate the transition. This document outlines a written handover document and one or several meetings between the outgoing and the incoming employee.

An Excel spreadsheet containing financial trend analysis worksheets and charts for use by church entities, educational and medical institutions.

An overview of six financial committees/commissions in all entities of the East-Central Africa Division

A presentation given at the Second International Seminar of the General Conference Auditing Service in 2008

A presentation given at the Beyond the Bottom Line Seminar in 2008

A slide presentation on the leadership responsibilities of church officers

A slide presentation reviewing the essential skills needed to be an effective church leader

A slide presentation on the principles of conflict resolution

A presentation from the 2008 LEAD Conference.

A guide to managing personal and church resources.

Effective Charimanship of Boards and Committees, as presented at the 2004 North American Division Treasurers’ Seminar

A slide presentation on long-range planning

A presentation on successful budgeting.

A self-evaluation score card to be used in preparation for an audit.

A slide presentation entitled “Towards accountability and credibility in leadership: Financial Audits”

The Nonprofit Risk Management Center website includes online tools, an e-store, and a library that deals with risk management (including issues relating to internal control).

Website and newsletters developed by two U.S. lawyers which specialize in legal issues relating to non-profits, churches, and similar organizations. Free basic newsletter; for the subscriber version (with more details) the cost is US$49.95 per year.

Website of tools/surveys for leadership areas such as leadership skills, time management, problem solving, decision making, and project management.

Website with a complete integrated on-line free management library on various business/management topics for non-profits (and for-profits). Over 75 categories listed on their initial webpage. Includes helps on strategic planning, finances for non-profits (including internal control), leadership development, HR management, and project management, among many others.

Ethicsphere Magazine. News, commentary, and more for directors, CEOs, and Compliance Officers seeking ethical leadership.

Website on “how to” do just about everything. At the website, click on “business” and then type in what you what to know how to do, such as “strategic planning for a non-profit organization” or “read a financial statement” etc. Steps to achieve the plan are provided, although the analysis is focused on for-profit organizations.

A monthly review of accounting, financial and tax development affecting churches and clergy. Website is sponsored by Christianity Today and is geared toward a U.S. audience. Website offers a subscription costing US$59.95/year for web-access and for hard-copy materials. The price also includes ChurchLawToday.

Link to the website for the Seventh-day Adventst Church Manual describing the governance, operations, and functions of local churches.

Part of strategies for allocating grants and appropriations to missions and institutions through an application process focused on meeting the Division’s strategic goals

Part of strategies for allocating grants and appropriations to missions and institutions through an application process focused on meeting the Division’s strategic goals

Part of strategies for allocating grants and appropriations to missions and institutions through an application process focused on meeting the Division’s strategic goals

A brief introduction to fund accounting presented to the Inter-America Division Treasurers by Dr. Ann Gibson of Andrews University on October 19 and 20, 2009.

A presentation on the role of an Adventist Book Center manager

A presentation outlining the process of performance evaluation

A presentation on the purpose and procedures of a local church budget

A presentation on techniques for analyzing financial statements

A presentation on how to prepare a budget

A presentation on financial and administrative planning in educational institutions.

A presentation providing scriptural insight on the consequences of debt for the life of an individual or institution

A presentation on how to prepare a budget

A presentation on how to present financial information

A presentation on the interview and evaluation process

A presentation on financial support plans for educational institutions

A presentation for the NAD 2022 New Treasurers Training conference

A presentation for the NAD 2022 New Treasurers Training conference

A spreadsheet encapsulating the audit process for churches and schools in the Columbia Union.