Header Block - Financial Leaders Training Course

Financial Leaders Training Course

Registration is currently open for the 2019 URJ Congregational Finances Courses. Registration for the winter cycle of the courses will remain open through January 11.

The URJ is offering three online financial training courses for congregational leaders, to broaden their 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.

These 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 2018, in addition to offering two cycles of the general URJ Congregational Finances Courses, we will be offering one cycle 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.

Upcoming opportunities to take the 101 course:

  1. January 14-March 8, 2019 – General course, and professionals-only course
  2. July 15-September 6, 2019 – General course

 

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.

Upcoming opportunities to take the 102 course:

  1. March 18-May 10, 2019 – General course, and professionals-only course
  2. September 16-November 15, 2019 – General course

 

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.

Upcoming opportunities to take the 103 course:

  1. May 20-July 12, 2019 – General course, and professionals-only course
  2. November 18, 2019-January 10, 2020 – General course

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.

 

Questions?

Register for our informational webinar on December 13, 8pm ET, or contact the URJ Leadership Institute team.