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  • This eleven week course will transform your approach to budgeting and equip you to communicate your budget to the heart, not just the brain; inspiring generosity towards the mission of your congregation.

    • 11 Online Lessons (one per week)
    • Private coaching sessions with Keith

    Topics you will explore:

    • Mission & The Bottom Line
    • Budget Planning 101
    • Budget Planning 201
    • Introduction to Budgets That Inspire Giving
    • Strategic Planning Part 1
    • Strategic Planning Part 2
    • Core Values In Narrative
    • Dividing The Numbers
    • Getting Creative
    • The Presentation
    • Stewardship With The Narrative
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    Course begins June 6, 2019

  • This course is designed for Moderators and Church Council Chairs and will provide timely information that will help them define their role and impact during their leadership, ensure they understand the church finances, and more.
    • 12 Online Lessons (one per week)
    • Private coaching sessions with Keith
  • This online course offers treasurers, both those just starting and veterans with 52 lessons (20 – 30 minute each) designed to inform and empower local church treasurers with timely training in subjects ranging from budgeting, to taxes, to compliance to deferred maintenance.
    • 52 Online Lessons (one per week)
    • Quarterly Q & A Call with Keith
    • Two private coaching sessions
    You will learn how to effectively
    • Read, interpret, and report on your church's finances.
    • plan and implement a transparent and effective budget that inspires giving.
    • track and manage restricted and designated funds.
    • understand and select insurance
    • report and comply with state and federal agencies.
    • prevent fraud in your church.
    • plan for deferred maintenance.
    • classify employees and independent contractors.
    • and much more!
    Course available July 5, 2019
  • This nine week course will inform and empower you with understanding of all of the tax issues related to churches. You will learn about your income tax exemption, Unrelated Business Income Tax, payroll taxes, property taxes, donor receipts, quid pro quo donations, and more.
  • Churches do not have Human Resource experts and often get employment wrong. The California State Supreme Court made dramatic changes in 2018 that impact every church. This eight week course will help you understand exempt vs non-exempt, employees vs Independent Contractors, payroll taxes, housing allowance, Insurance and worker’s compensation, along with the ministerial exemption.
  • Financial Ethics for Church Leaders Module (Boundary Awareness Training) is a 2 hour course that satisfies 1/4 of your Training Requirements.
  • Financial Self Care for Ministers Module (Boundary Awareness Training) is a 2 hour course that satisfies 1/4 of your Training Requirements.
  • Join ministry finance and governance expert, Keith Clark-Hoyos as he discusses five common mistakes churches make with money and the policies to avoid them.
    • We will learn about vendor mistakes churches make.
    • We will learn about property use mistakes churches make.
    • We will learn about endowment mistakes churches make.
    • We will learn about procedures mistakes churches make.
    • We will learn about policies that can help prevent these mistakes.
    This webinar will be Thursday, February 21st at 6:00 p.m. Registration is limited.
  • Join ministry finance and governance expert, Keith Clark-Hoyos as he discusses how church leaders can manage both the ministry and business of the church. This webinar will be Thursday, March 21st at 6:00 p.m. Registration is limited.
  • This course is designed to help pastors understand and communicate the roles, duties and responsibilities of church leaders, equip them to assist leadership in asking the right questions to ensure the church leadership protects the church resources and communicates clearly about the church finances.
    • 12 Online Lessons (one per week)
    • Private coaching sessions with Keith
    Topics you will explore:
    • Duties of Corporate Officers
    • Conflicts of Interest
    • Segregation of Duties
    • Accountable Plans
    • How To Lose Your Tax Exemption
    • Budgets That Inspire Giving
    • Understanding Your Financial Reports - Statement of Financial Position
    • Understanding Your Financial Reports - Statement of Activities
    • Understanding Your Financial Reports - Statement of Cash Flows
    • endowment vs Board Restricted Funds
    • Preventing Church Fraud
  • Be equipped to effectively detect and deter fraud in your church's financial system.
    • 8 Online Lessions (one per week)
    • Private coaching session with Keith
    Topics you will explore:
    • Duties of Corporate Officers
    • Preventing Church Fraud Overview
    • Segregation of Duties
    • Accounts Payable Schemes
    • Accounts Receivable Schemes
    • Payroll Schemes
    • Credit & Debit Card Schemes
    • Counting The Offering
    Course begins August 1, 2019
  • This eight week course is designed to equip church leaders how to read, interpret, and communicate the church financial reports. This course includes one private coaching session with Keith.  Course begins 08/01/2019