Header Block - Financial Leaders Training Course

Financial Leaders Training Course

Current Opportunities

Registration for all URJ Congregational Finances Courses is now open. Register now for:

These online financial training courses are intended to broaden congregational leaders' foundational understanding of congregational finances. Topics covered help define both the data and the financial processes leaders are expected to understand, as part of their financial fiduciary duty to the congregation.

The URJ Congregational Finances Course

The URJ Congregational Finances Courses provide a basic introduction for lay leaders who have little to no experience with finances, and are intended to help them be more prepared to participate in financial conversations. They are also a valuable opportunity for lay or professional leaders who are looking for a refresher in congregational finances. In 2020, participants will be able to register for the URJ Congregational Finances Courses on a rolling basis. In addition to the general version of the courses, we will be offering a version of the courses exclusively for congregational professionals (paid congregational staff). Congregational professionals can elect to take the general course along with their lay partners, or opt to take the professionals-only course, which will tailor the learning for the unique needs of professional staff.

The URJ Congregational Finances 101 Course

The 101 course will help you establish a strong financial foundation. Topics include introductions to budgets, to software programs, to creating a culture of philanthropy, and more.

The URJ Congregational Finances 102 Course

The 102 course will help you assess your congregation’s financial health. Topics include best principles of internal controls, understanding financial statements, and introductions to audits, endowments, and more.

The URJ Congregational Finances 103 Course

The 103 course will help you understand processes and systems for congregational finances. Topics include balancing budgets, an overview of discretionary funds, increasing transparency, and more.

The courses do not have to be taken in order and one can sign up for as many courses as desired. Each course will contain around 8 lessons, and each lesson takes between 1 to 2 hours to complete.

Register for one, two, or all of the URJ Congregational Finances Courses.



Contact Allison Gelman (ALGelman@URJ.org).