Treasurer's Group
Contact Info:
Lola Georg - lgeorg [at] pym [dot] org (215) 241-7205
Melissa Stoner - melissa [at] friendsfiduciary [dot] org (215) 241-7262
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.
News & Announcements
Resources
QuickBooks For Treasurers Training Module
In September 2006, the Treasurers Group held a training session on using QuickBooks to prepare financial reports for our Monthly and Quarterly Meetings. The meeting was success ful enough and followed by enough requests for the materials that we decided to make them available here, in a pdf file.
Unemployment and Meetings
It is not widely known, but in Pennsylvania, employees of churches are not eligible for unemployment. If your Meeting has been contributing to unemployment in Pennsylvania, your Meeting needs to stop and needs to request a refund. You will probably need to send the following information to your payroll company along with the website so that they can download the information themselves. Your Meeting and/or the payroll service your Meeting uses needs to contact the State Unemployment Office for reimbursement of the monies sent in.