For Treasurers, Trustees, Investment Committees, Pastors

and Anyone Involved in Local Church Finances

Saturday, May 17 - 9 AM-2:30 PM

The Plymouth Church UCC

87 Edgell Road, Framingham, MA

Those entrusted with the management of church finances are engaged in a vital ministry that empowers our congregations to be faithful witnesses to God’s love in their communities and the world. To help equip these Saints, the Massachusetts Conference
United Church of Christ is pleased to offer a one-day seminar on Church Finances, covering areas of Church as Employer, Financial Reporting, Investing church funds and Endowment Policies, presented by experts in their respective fields.

Please register by May 9th to receive your free copy of Local Church Planned Giving Manual.

Click here for downloadable flyer with mail-in registration form

Click here to register online with a credit card

Agenda
9:00 – 9:15	Registration and Refreshments
9:15 – 9:30	Welcome and Worship
9:30 – 10:30	Financial Reporting: Presentation by Karen McArthur Questions and Discussion
10:30 – 11:30	Church as Employer: Presentation by Al Eaton Questions and Discussion
11:30 - 12:00	Lunch
12:30 - 1:30	Investing Church Funds: Presentation by Marc O’Brien Questions and Discussion
1:30 – 2:30	Writing Endowment Presentation by Rufus Cushman Questions and Discussion
2:30	Close with Hymn and Prayer

Presenters

Marc O’Brien - Investing Church Funds

Marc O'Brien is President and Chief Investment Officer of O'Brien Management. Prior to founding OBM, Marc held various positions at Lehman Brothers, Inc. and served on the faculty of Harvard Business School. He has held leadership positions in many organizations within the Cambridge community including the Cambridge Rotary Club, the Cambridge YMCA, the American Association of Individual
Investors for which he led the local mutual fund special interest group, and First Church in Cambridge. Marc and O’Brien Management act as investment manager for four U.C.C. churches.

Al Eaton - Church as Employer

Forrest “Al” Eaton is one of three partners in Sanders, Walsh and Eaton, LLP, a Certified Public Accounting
firm on Cape Cod and principal of Faith Financial, LLC. Al served as treasurer at his home UCC church in Harwich Port
for 17 years. He has led the “Church Treasurer’s Workshop” for the MACUCC. He has conducted church and clergy tax seminars throughout Massachusetts for Christian Ministry Resources, one of the nation’s leading resources for tax and legal information specifically related to the religious community. He regularly consults with ministers, churches and church treasurers regarding compensation, tax, audit and accounting issues.

Karen McArthur - Financial Reporting

Since 1996, Rev. Karen McArthur has specialized in financial management for churches and faith communities, integrating her skills and study in math, economics, and theology. Following her education at Wellesley College and Harvard Divinity School, she was ordained by the United Church of Christ in 1987 and has provided pastoral leadership for five New England congregations, in both settled and interim positions. She currently serves as Affiliate Minister of Stewardship and Finance at First Church in Cambridge. In addition, over the past thirty years, she has served as Treasurer of eight non-profit organizations.

Rufus Cushman—Writing Endowment Policies

Rufus Cushman has played a key role in the development of both the United Church of Christ and the Massachusetts Conference Financial Development Ministries. A retired bank trust officer and a faithful Christian, his expertise in the field of church endowments is unmatched. His Endowment Policy Checklist is still in wide use. After years of service to the national and Massachusetts Conference settings, Rufus is now helping the Vermont Conference broaden and deepen its stewardship ministry.