Finance & Administration

Finance and Administration Office
 

Welcome!

Welcome to the Finance & Administration Office webpage. Our mission is to provide exceptional service in the areas of financial management, benefits administration and record preservation for local churches and the elected leadership of the Wisconsin Annual Conference.

Apportionments

Thank you to all for your 2021 apportionments.  We received 77.06% as compared to the budgeted 79%.  Many churches tried out electronic payments for the first time January 12. You are able to select the date and amount of your payment. It is not an auto payment. You may pay apportionments and special giving.  If you are interested, here are the instructions for Ministry Financials:  Click here

Here is a link to the page:  MissionConnect: Ministry Financials (umcdata.net)

 

 

2021 Statistical Reports will be on EZRA again and due 2/28/22

We are offering 2 more Zoom training sessions with our Conference Statistician Donald Cramer and Conference Treasurer Sarah Sneider to walk through the statistical report and answer any questions/share common problems.  

You may watch a recording of a previous training session and see the PowerPoint slides or attend one of our upcoming Zoom live sessions. Click here

Please select one of the following for training:

February 2nd at 12:00 pm:  Registration
February 2nd at 6:00 pm: Registration

These statistics are our primary tool to track membership and expenses of our churches and this information will be used to calculate the 2023 Apportionment. 

Basic instructions for those ready to get started:

  • To get to the EZRA website:  Ezra - Login (gcfa.org)
  • Log-in: GCFA 6-digit number.    Password: stats2021
  • The forms are the same as last year

Contact Us!

Our finance staff is available during the office hours listed below.  Please contact us by phone or email with questions.   

Please use the e-mails below to get to the staff you need directly.
Office Hours: M-F 8:00 – 4:30
Phone: 608-837-7320
E-mail: 

Click to email
Mailing Address: 750 Windsor St, Ste 104, Sun Prairie, WI 53590

Our Staff

Sarah SneiderSarah Sneider
Treasurer & Director of Administration

Click to email
  • Legal, Budget and Statistics Issues
  • Insurance (other than health)
  • Church Building, Property, Equipment & Real Estate Issues
  • Apportionment Calculations & Adjustments
  • Human Resources
  • Information Technology
  • PPP Loans
  • Statistical Reports

Rev. Jean Nicholas, Conference Benefits OfficerRev. Jean Nicholas
Conference Benefits Officer

Click here to email
  • Health Insurance – HealthFlex (actives) or AmWins (retirees)
  • Pension - Wespath
  • Healthflex Cafeteria Plan
  • Death of Clergy, Laity & Spouses
  • Retirement Benefits

 David Hegg
Accountant

Click here to email
  • Financial Statements
  • Reconciliations
  • Foundation accounts
  • Audits

Lisa Adler, Accounting ClerkLisa Adler
Finance Office Manager 

Click here to email
  •  Apportionment statements and questions
  • Monthly health and pension billing/Mission Connect
  • Payroll
  • Special giving
  • Processing expense vouchers

 Lynn Lubkeman, Conference ArchivistLynn Lubkeman
Conference Archivist

Click here to email
  • Administers Conference archival materials
  • Researches records for staff, churches, genealogists and researchers
  • Provides guidance to churches on records management

 

Conference Budget

Our giving transforms Wisconsin and the World! The faithful giving of the local United Methodist Churches within Wisconsin empowers much needed ministry. Our mission is to Make Disciples for the Transformation of the World and we accomplish that through the giving of time, talents and treasures of the people of Wisconsin! Access information on our budget in summary, detail and narrative forms.

Local Church Finances

Our Finance and Administration Office is a resource for local United Methodist Churches in Wisconsin. The task of providing leadership in financial ministry is a great honor and an awesome responsibility. As a leader and steward, we want to provide you with a basic understanding of your role and the best practices. View resources on handling your church finances and view information on upcoming trainings, both in person and via webinar.

Apportionments

Apportionment is the term used to describe the amount that each United Methodist congregation is asked to contribute to the wider United Methodist Church in support of our missions and ministries around the world. In other words, it is A Portion Meant for Others. We sometimes call Apportionments the term Connectional Giving because it is an outward and visible sign of the connection within the UMC.

View videos, guides, and more on Why We Give and What We Support through our Shared Connectional Ministries!

Online Giving

Electronic payment of Apportionments and Special Giving
Over half of our churches are now using Ministry Financials to make apportionment and special giving payments and are finding it easy to use. Click here for instructions to set up payments from your checking account.