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Management & Leadership Track

This track is intended to provide specific, useable, and practical methods, strategies and best practices in the areas of Management of People and Management of Finances. Attendees will learn from professionals with experience in these fields, both at the parish and diocesan level.

These sessions are perfect for anyone, whether volunteer or paid staff, holding a leadership position within the Church, especially pastors, deacons, pastoral associates, business managers, bookkeepers, stewardship directors, and directors of various ministry departments.

Attendees are encouraged (but not required) to attend all sessions in each sub-track.

PRINTABLE VERSION OF SESSION INFORMATION

MANAGEMENT OF PEOPLE | MANAGEMENT OF FINANCES


Management of People "Master Class"

Session       Title | Description

00-MP

Thursday, Oct 24
7:00 - 9:00 pm

JB A-B (3rd)

Planning for a Talented Workforce - HANDOUT

This session sets the stage for developing and implementing a successful overall talent management plan based on an understanding of how an employee is attracted to, selected into, developed within, and separated from your organization. We will introduce and examine the foundations of a human resource system based on systemic human resource planning and job description. We will then examine how the analysis and job description supports the development of a strategic recruiting plan.

Learning Goals:
• Articulate the employee life cycle and provide examples of how different components of the management of people influences employee behavior at each stage.
• Explain what human resource planning and analysis is and why it is an important first step in developing the organization's overall structure and program for managing people.
• Explain the basics of conducting a simple job analysis and the components of a standard job description.
• Identify how the job description can be written to support management decision making as well as identifying job components in a way that supports working with employees who have special needs or disabilities.
• Apply human resource planning and job description information to the development of an effective job applicant recruiting plan.

02-MP

Friday, Oct 25
10:30 - 11:30 am

MR 1 (3rd)

Recruiting a Talented Workforce - HANDOUT

This session focuses on developing effective interview and selection programs for recruiting and hiring. We will closely examine the use of the interview in the hiring process and techniques for more effective interviewing. We also will discuss the implications of employment regulations in interviewing and hiring.

Learning Goals: 
• Identify common forms of employment interviews, including the appropriate uses, strengths, and weakness of each.
• Define different approaches to interview design and format.
• Apply a behavioral interviewing technique.
• Develop job relevant interview questions to support better candidate assessment.
• Identify components of interview questions and processes that make them more or less legally defensible.
• Identify and evaluate other forms of applicant assessment and selection that may be useful in the hiring process.

03-MP

Friday, Oct 25
12:00 - 1:00 pm

MR 3 (3rd)

Retaining a Talented Workforce - HANDOUT

This session will explore the role of the supervisor and the organization in fostering successful development and retention of key employees through methods of performance management, disciplinary counseling, and termination procedures. Employer and employee rights and responsibilities will be identified as well as relevant employment regulations.

Learning Goals: 
• Identify the most important determinants of retaining employees and outline a retention management program that incorporates each.
• Define a variety of approaches to performance appraisal and identify uses, strengths, and weaknesses of each.
• Describe a goal setting approach for performance management.
• Describe a developmental approach to disciplinary counseling and performance improvement.
• Identify important considerations and a process for managing the termination of an employee.
• Describe the supervisor's role in fostering a positive and non-threatening work environment as well as the impact of employment regulations on issues such as hostile work environments as well as safe and healthy work environments.

Facilitator: 

Dr. Brian Murray - VP, CFO, & Assoc. Prof. of Management at the University of Dallas
Dr. Murray received his doctorate from Cornell University where he concentrated his studies in human resources and economic statistics. His academic areas of expertise include compensation, careers, retirement, staffing, and the evaluation of human resource programs. Full Bio »

Panelists from Area Dioceses & Parishes:

Representatives of the Diocese of Dallas, Diocese of Fort Worth, and various parishes in both dioceses will be present at each session to answer questions and provide suggestions on applying the strategies and best practices offered to the Management of People in your diocese and parish.

More details on the panelists coming soon!


Management of Finances "Master Class"

Session  Title | Description

00-MF

Thursday, Oct 24
7:00 - 9:00 pm

JB C-D (3rd)

A Framework for the Financial Management of Today's Parish

This session will set the stage for developing and implementing the steps required in the successful financial management of a parish in today's world, and how planning and budgeting is essential to the accomplishment of the parish mission. This includes the process of understanding the need for financial planning, the tools available to the parish in its planning process, and the understanding of how financial resources interact with Parish obligations. This discussion will also explore how a budget works, and what it's purpose is. It will include budget timing and control as well as simple examples of the budget components.

Learning Goals:
• Describe the basic rule for financial planning which is that: "The failure to plan is the same as planning to fail."
• Describe the need to identify a parish mission or financial goal such as a building, outreach, Sunday school class versus salaries.
• Describe basic planning tools such as software or the simple pen and paper.
• Describe parish resources and how they interact with the financial plan.
• Develop the concept of budget planning and how it works – timing (calendar), tools used in the process (software and personnel), and budget goals (zero based versus profit-based).
• Develop the concept of budget control, budget development, budget review and budget acceptance.
• Review the major budget components; revenue, expenses, goal setting for change and monitoring by performance management.

05-MF

Friday, Oct 25
2:30 - 3:30 pm

MR 8 (3rd)

Budget Planning: Identification and Utilization of Financial Resources 

This session will review the various resources available to a parish including volunteer time, financial assets, and general goodwill. Each type of resource is essential to the parish and is accounted for differently. The goal is to understand how a cash donation differs from a gift of services and where it goes on a parish budget.

Learning Goals:
• Develop a broad list of parish financial resources. These would include cash contributions, fees, gifts to the pastor for Christmas and holidays, etc.
• Review the differences between a gift and an exchange for services or product. When is a gift not a gift but is instead a payment of services.
• Review the concept of not accepting a gift if the rules placed on the gift by the donor are too difficult to follow.

06-MF

Friday, Oct 25
3:45 - 4:45 pm

MR 9 (3rd)

Management of Parish Finances - IRS and the Outside World

This session will cover the parish's obligation to the donor as it relates to the IRS. There will be a discussion of parish procedures regarding gift substantiation and the session will cover how non-monetary assets such as land and stock should be recorded and valued. Finally the concept of internal control and transparency will be introduced by answering the question: "What is the role of the Finance Committee?"

Learning Goals:
• Review the current obligation for the parish to provide written substantiation of gifts that exceed $250 per year.
• Review the general rules concerning valuation of non-cash gifts such as stock and/or land. Who is responsible for an appraisal, the parish or the donor?
• Discuss the simple rule of converting all stock to cash as soon as possible. What value should the parish use when the value changes between the date of the gift and the date sold?
• Review the best practice rules for financial transparency.

Facilitator: 

Leonard Robertson, CPA, MBA - Director of Finance at the University of Dallas
Mr. Robertson is a native of Dallas and was a partner in a large regional accounting firm specializing in audits, tax and not-for-profit accounting. He received his BA from the University of Texas in Austin and his MBA from the University of North Texas in Denton. He is on his parish's finance council and is the Director of Finance at the University of Dallas.

Panelists from Area Dioceses & Parishes:

Representatives of the Diocese of Dallas, Diocese of Fort Worth, and various parishes in both dioceses will be present at each session to answer questions and provide suggestions on applying the strategies and best practices offered to the Management of Finances in your diocese and parish.

More details on the panelists coming soon!

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