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Treasurer's Group
of Philadelphia Yearly Meeting
Support for Treasurers in Monthly Meetings and Quarterly Meetings

General Information



Contact Info
Kathy Reilly - kathyr@pym.org (215) 241-7205
Jody Davis - jodyd@pym.org (215) 241-7214
Connie Brookes - connie@friendsfiduciary.org (215) 241-7272
Melissa Stoner - melissa@friendsfiduciary.org (215) 241-7262


What is the Treasurer's Group
The Treasurers’ Group is an informal gathering of Meeting Treasurers and finance people sponsored by Philadelphia Yearly Meeting’s Financial Oversight Working Group and Friends Fiduciary Corporation. The Treasurer’s Group meets in the fall and winter and holds an open forum during Philadelphia Yearly Meeting’s Annual Sessions and Philadelphia Yearly Meeting’s Residential Yearly Meeting. The meetings are open to anyone with an interest in finances and are usually held at Arch Street Meetinghouse in Philadelphia.

The topics for the workshops, which have been conducted since 2000, are based on the interests and concerns of Meeting Treasurers.

We are now posting the material presented at the workshops on PYM’s website so that treasurers and finance people can access current presentations or past presentations.

The first presentations being made available are “How to Do A Friendly Audit” by Jack Childs; “Developing Written Procedures” by Jeff Perkins and Rachel Winslow; sample job descriptions developed by several treasurers and sample procedures from different monthly meetings.

Our hope is to include on this website all of the past presentations that have been developed for the Treasurer’s group and to provide a calendar for upcoming events for treasurers.



 

 


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