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
Finance Committee Responsibilities:
Finance Committee Members: Lori Tabuchi (Chair), Kelli Martines (Financial Secretary), Dale Sasaki (Treasurer), Kathy Haneta, Pat Higuchi, Tomoko Tanaka
Offering Counters: Hector Acuna, Kathy Haneta, Barbara Hiura, Kenton Kuwada, Lori Longmire, Roger Miller, Carl Morimoto, Shelley Nakashima, Lori Tabuchi, Lynn Tabuchi, Tomoko Tanaka, Ron Tanizawa, Bob To
Investment Committee Members: Chris Koshiyama, Keith Nakashima, Dale Sasaki, Lori Tabuchi
Looking Back on 2026
We continued our partnership with Parable, our outsourced accounting firm, while establishing new processes and refining existing ones to support our financial infrastructure.
As part of our finance efforts, we established an Investment Committee to evaluate how best to manage the church’s funds to meet both short-term and long-term financial needs.
We opened several accounts with Charles Schwab, including one focused on shorter-term needs that provides greater liquidity and better returns than our existing U.S. Bank account, as well as a longer-term investment account managed by Destination Wealth Management (DWM), the same firm that manages investments for Wesley’s Endowment Committee.
This approach aims to enhance investment performance, improve oversight and transparency, and balance liquidity needs with long-term growth to ensure Wesley’s financial strength and sustainability for many years to come.
Looking Ahead to 2027
We will continue to strengthen our financial controls and procedures, refine our financial processes and reporting, and identify opportunities to operate more efficiently while ensuring responsible stewardship of Wesley’s resources.
Respectfully submitted,
Lori Tabuchi
1Finance Guidelines/Handling God’s Money in the Church by Cokesbury
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
Finance Committee Members: Lori Tabuchi (Chair), Kelli Martines (Financial Secretary), Dale Sasaki (Treasurer), Kathy Haneta, Pat Higuchi, Tomoko Tanaka
Offering Counters: Hector Acuna, Kathy Haneta, Barbara Hiura, Kenton Kuwada, Lori Longmire, Roger Miller, Carl Morimoto, Shelley Nakashima, Lori Tabuchi, Lynn Tabuchi, Tomoko Tanaka, Ron Tanizawa, Bob To
Investment Committee Members: Chris Koshiyama, Keith Nakashima, Dale Sasaki, Lori Tabuchi
Looking Back on 2026
We continued our partnership with Parable, our outsourced accounting firm, while establishing new processes and refining existing ones to support our financial infrastructure.
As part of our finance efforts, we established an Investment Committee to evaluate how best to manage the church’s funds to meet both short-term and long-term financial needs.
We opened several accounts with Charles Schwab, including one focused on shorter-term needs that provides greater liquidity and better returns than our existing U.S. Bank account, as well as a longer-term investment account managed by Destination Wealth Management (DWM), the same firm that manages investments for Wesley’s Endowment Committee.
This approach aims to enhance investment performance, improve oversight and transparency, and balance liquidity needs with long-term growth to ensure Wesley’s financial strength and sustainability for many years to come.
Looking Ahead to 2027
We will continue to strengthen our financial controls and procedures, refine our financial processes and reporting, and identify opportunities to operate more efficiently while ensuring responsible stewardship of Wesley’s resources.
Respectfully submitted,
Lori Tabuchi
1Finance Guidelines/Handling God’s Money in the Church by Cokesbury
Posted in Charge Conference 2026