Finance Report
Wesley UMC Charge Conference Finance Report
Finance Committee Overview
The ministry of the Finance Committee is to nurture the financial vitality of the congregation.1
The ministry of the Finance Committee is to nurture the financial vitality of the congregation.1
Finance Committee Responsibilities:
- Participates on the Stewardship Committee and ensures the church has enough income to cover our budget
- Partners with the various church committees to compile an annual budget
- Provides training and guidance to church committees to help them manage their budgets
- Administers funds received by the church
- Counts and deposits the weekly plate offerings
- Defines financial policies and procedures, and establishes internal controls
- Manages the Apportionment calculation
- Disburses funds and directs contributions in accordance with donors’ intent
- Works with our accountants to provide financial reporting to Ad Board and the various committees to help them track their monthly/annual spend and designated funds
- Provides updates to the UMC conference with annual reporting statistics
- Oversees church financial audits
2025 Overview
In Q4 2024, we partnered with Parable, our outsourced accounting firm, to oversee our
day-to-day financial operations. During this time, we also migrated our accounting system, transitioned to a new payroll provider, and implemented a payments platform.
Throughout 2025, our focus has been on establishing and refining processes to support these new systems - identifying gaps, streamlining workflows, and developing solutions to enhance the church’s financial operations.
Looking ahead to 2026, we plan to build on this foundation by implementing additional efficiencies and continuing to strengthen our overall financial infrastructure.
In Q4 2024, we partnered with Parable, our outsourced accounting firm, to oversee our
day-to-day financial operations. During this time, we also migrated our accounting system, transitioned to a new payroll provider, and implemented a payments platform.
Throughout 2025, our focus has been on establishing and refining processes to support these new systems - identifying gaps, streamlining workflows, and developing solutions to enhance the church’s financial operations.
Looking ahead to 2026, we plan to build on this foundation by implementing additional efficiencies and continuing to strengthen our overall financial infrastructure.
Respectfully submitted,
Lori Tabuchi
1Finance Guidelines/Handling God’s Money in the Church by Cokesbury
Lori Tabuchi
1Finance Guidelines/Handling God’s Money in the Church by Cokesbury
Posted in Charge Conference 2025
