4.2 erikson and denio - creating and sustaining a culture...

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3/7/13 1 www.TheLeadershipRoundtable.org Telephone: 2022238962 ׀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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Page 1: 4.2 Erikson and Denio - Creating and Sustaining a Culture ...theleadershiproundtable.org/TLR/documents/MAC/4.2... · Business Manager Reviewer Finance Council . 3/7/13 3 ... promote

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] ׀