Header Block - Financial Leaders Training Course

Financial Leaders Training Course

Registration is currently open for the URJ Congregational Finances 201 Course.

The URJ is offering three online financial training courses for congregational leaders, to broaden their foundational understanding of congregational finance. Topics covered help define both the financial process and the data lay leaders are expected to understand as part of their financial fiduciary duty to the congregation. The three courses are designed primarily for congregational lay leaders with a financial portfolio. However, other congregational leaders could find the courses useful for their roles. The courses include recorded presentations, resources, assignments, and live office hours.

 

The URJ Congregational Finances 101 Course

The URJ Congregational Finances 101 Course is now closed for registration. 

This 8-week online course is designed to be completed at your own time and pace, with each lesson in the course taking 1 to 2 hours to complete. Topics include: using Excel to track income and expenses, different types of financial statements, an introduction to budgets, how accounts receivables and payables function in a congregation, and best principles with congregant statements.

The URJ Congregational Finances 101 Course will be offered again in 2018. This page will be updated with registration information in winter 2017-18.

 

The URJ Congregational Finances 201 Course

The URJ Congregational Finances 201 Course is now open for registration through Friday, August 11th. Taking the 101 course is not a prerequisite for taking the 201 course. 

This 8-module online course will launch on August 16th, and will remain open for 10 weeks. It is designed to be completed at your own time and pace, with each lesson in the course taking 1 to 2 hours to complete. Topics include: chart of accounts, bank reconciliation, budget committees, mission-aligned budgeting, forecasting, philanthropy and discretionary funds.

Register for this course, or sign up for our informational webinar, which will take place on Wednesday, July 19th at 8pm ET.

 

The URJ Congregational Finances 301 Course

The URJ Congregational Finances 301 Course will open for registration in late August. Taking the 101 or the 201 courses will not be a prerequisite for taking the 301 course. 

This 8-module online course will launch on November 6th, and will remain open for 10 weeks. It is designed to be completed at your own time and pace, with each lesson in the course taking 1 to 2 hours to complete. Topics include: special dues, audits, deficits, balanced budgets, fiscal transparency, and congregational finance software programs.

 

For any questions about the URJ Congregational Finances Courses, please contact Allison Gelman, Project Manager for the URJ Leadership Institute.