August 2019

Tuesday, August 27

St. John's Catholic Church in Adel

8:30 am - 3:30 pm


Presentations & Handouts


Agenda (a simpler version of the program)

Morning Breakout Session #1 Insurance Coverage Review:

     - Insurance Coverage Summary

Morning Breakout Session #2 Phishing Email Detection:

     - Presentation

     - Presentation Notes

     - Information Systems Security Guidelines Quick Start

Schools Strategic Plan Update:

     - Presentation

     - Schools Strategic Plan website

Pastor Transition Tips:

     - Checklist for welcoming a new pastor to your parish - Consider compiling relevant information into a 3-ring binder, and update it                          annually, so it is ready to be used by a new pastor upon their arrival. 

On-site Inspections:

     - Presentation

Charitable Giving Trends & Online Giving:

     - Presentation

     - 2019 Statistics

Catholic Foundation of Southwest Iowa Update:

     - Menu of Services

     - Bulletin Script for 529 Plan 

Afternoon Breakout Session #1 Bookkeeping 101:

     - Presentation

Afternoon Breakout Session #2 Internal Review Findings:

     - Presentation

     - Reviewer Reconciliation Tips 

     - Vehicle and Driver Safety Policy

Just Practices of Compensation:

     - Presentation

Emergency Operations Plans Update:


Diocesan staff member Emily Hoffman presents Sue Christensen, parish bookkeeper at All Saints Catholic Church in Des Moines,

with the prized safety trophy at the August 27th Business Office Forum. Ms. Christensen accepted the traveling trophy on behalf of

All Saints for their team being completely engaged in the Emergency Operations Plan process and submitting the most well-written plan.