Business Office Forums

Business Office Forums are informational meetings held three times annually by the Diocesan Finance Department and are intended for parish and school office staff. The meetings cover a variety of topics, including accounting procedures, technology, employee benefits, property management, security, risk management, insurance, and general best practices.

 

Resources & Content from our Business Office Forums

All the content discussed at the business offices forums can be found below. If something is missing, you can contact Jessica Holcomb at jholcomb@dmdiocese.org.

May 2025 Business Office Forum

"Request for Permissions" and Service Agreement by Bob Larson Closing the Fiscal Year presentation & Checklist for Closing the Fiscal Year in ParishSOFT by Lisa Triplett Tech Survey for Cyber-Liability Insurance Review by Greg Miller Information Systems Security Best Practices/Minimum Requirements guide. Proposed Deanery by Fr. David Fleming Fidelity Frequently Asked Questions handout. 403(b) plan related questions should be directed to Fidelity.

December 2024 Business Office Forum

Facility Usage & Safety by Norm Bormann Onboarding, I-9s and the FLSA by Eileen Valdez Annual Financial Review Report by Jane Gaffney Year End Tasks/Restricted Accounts/Q&A byLaura Hofstrand & Lisa Triplett

September 2024 Business Office Forum

Cyber SecuritybyGreg Miller Development & DFSWIA Investment Opportunities by Laura Holmes & Sue McEntee Computer Virus-a real cyber security event at St. Boniface in Waukee-George McNulty Fillable Funeral Planning Guide Morgan Stanley Funds Transfer Service (ORIGINAL ACH form) Investment Time Horizons CFSWIA Statement of Investment Policy Diocesan Strategic Visioning&Tool KitsbyJohn Gaffney Parish Discernment Process Pastoral Priorities -EnglishorSpanish Strategic Plan Implementation Human Resources&Safe EnvironmentbyEileen Valdez Building Projects, Safety, Security&InsurancebyNorm Bormann Paylocity & 403BbyLaura Hofstrand AFR's, Insurance & Accounting Q&A by Finance Staff

June 2024 Business Office Forum

Risk Management by Norm Bormann Tech Survey for Cyber-Liability Insurance Review by Greg Miller Paylocity & Priest Compensation by Laura Hofstrand Employee Handbook by Eileen Valdez