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.

Next meeting: December TBD

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Sept. 2024 Business Office Forum

Cyber Security by Greg Miller

Computer Virus - a real cyber security event at St. Boniface in Waukee - George McNulty

Development & CFSWIA Investment Opportunities by Laura Holms & Sue McEntee

Fillable Funeral Planning Guide

Morgan Stanley Funds Transfer Service (ORIGINAL ACH form)

Investment Time Horizons

CFSWIA Statement of Investment Policy

Diocesan Strategic Visioning & Tool Kits by John Gaffney

Parish Discernment Process

Pastoral Priorities - English or Spanish

Strategic Plan Implementation

Human Resources & Safe Environment by Eileen Valdez

Safety, Security, Insurance & Building Projects by Norm Bormann

Paylocity & 403B by Laura Hofstrand

AFR's, Insurance & Accounting Q&A by Finance Staff