The Diocese tells parishes,"We need your help, advice, and good counsel," as details of new financial controls are shared at regional meetings this month


By BETH LONGWARE DUFF
Fairfield County Catholic, November 18, 2006

Details of the Diocese of Bridgeport's ongoing commitment to improving and enhancing financial controls at the parish and diocesan levels are being unveiled this month to representatives of its 87 parishes at five regional meetings throughout Fairfield County. Attendees include pastors and members of parish finance councils and parish councils.

Vicariate Meetings

The presentations, which began November 6 with a gathering of Vicariate 5 parishes at Saint Joseph Parish in Brookfield, focused on six key elements of the program in the hopes of eliciting feedback and sharing from the parishes.

Details of the program were reviewed by Bishop William E. Lori, Chief Financial Officer Norm Walker, and Deacon William Koniers, the newly-appointed finance director of Parish Finance Services.

Proposals for the financial program were recommended by a task force appointed by Bishop Lori following the financial scandal at Saint John Parish in Darien last spring. The task force consisted of three priests from the College of Consultors and three lay members of the Diocesan Finance Council, in collaboration with CFO Walker.

"We believe we have identified six key elements that are are essential for strengthening parish finances," the bishop explained in Brookfield. "We began by discussing these first in October with our pastors and priests who have principal responsibility for the management of the parishes. Now we're expanding the circle to members of the parish finance councils who advise and assist the pastors in an invaluable way in the administration of parishes."

Six Key Elements

Elements for enhancing parish financial controls include:

  • Refine and update Parish Accounting and Procedures Manual and deliver related training.

  • Provide guidance to parishes for improved controls over income.

  • Design new parish financial reports to improve understanding and monitoring at all levels.

  • Encourage parishioners with concerns about parish financial matters to speak directly with pastors. The diocese will publish a procedure for parishioners to communicate any unresolved concerns they have to Diocesan Finance Services.

  • Perform reviews and tests of parish financial controls and meet with each Parish Corporation at least once a year.

  • Help pastors assess capabilities of parishes to maintain financial records and recommend training where needed.

Financial reviews have already been undertaken in some parishes, and the remainder will be conducted beginning in January. The updated Parish Accounting and Procedures Manual is expected to be finished by the end of March, with training for pastors and the designated laity scheduled to run from April to June.

Deacon Koniers, who is assigned to Saint Catherine of Siena Parish in Trumbull, has more than 32 years' experience in global corporate management, finance, and operations. He says he believes in frequent communication and openness.

"Compliance, transparency and good communications are absolutely everything," he told the audience at Saint Joseph's. "Everybody here has a seat at the table. We need your help, and we need your advice and good counsel."

After the meeting, at least one parish business manager in attendance expressed great satisfaction with the direction that Bishop Lori and the diocesan finance team are taking with the new program.

Work Together

"I'm looking forward to this - I think it's exciting," says Ray Sturz of Saint Mary Parish in Ridgefield. "The diocese is looking at its parishes in a little different way and saying, 'We've got 87 parishes out there, let's get them to work together and get uniform reporting. Let's make sure we're being good stewards of the people's money.' That's how we live. If people don't contribute, then we're out of the business of increasing the faith and living the Gospel message in our world."

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