Financial Planning for Parishes

September 22, 2014 - November 10, 2014



Mon, Sep 22, 2014 to Mon, Nov 10, 2014
James Jordan, CPA
Registration Deadline: Fri, Sep 19, 2014
CEUs: 2

This lively, informative and practical course helps clergy, staff, vestries, and volunteers acquire skills to ensure sound financial management of parishes and protection of church assets. Students will study leadership, roles and responsibilities, a common lexicon about money, how to read church financial statements, fraud, processes and procedures involving money and taxes and will receive templates, process flows, and current documents from many sources that are useful in every day work.


James Jordan  is a CPA who has performed over 200 audits on churches. Prior to his retirement from IBM, he was the founder of the Learning Center of Excellence, a global think tank on adult learning, and was the founder and worldwide practice leader of the IBM Leadership and Management Development consulting practice for IBM Global Services. He is certified in structured curriculum and course design through Vanderbilt University and has an Executive MBA from Emory University in Atlanta. James has published a book, “Financial Management for Episcopal Parishes“, released by Morehouse Publishing, Inc.

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Fri, Sep 12, 2014
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