Finance Trainings

2022 Statistical Reports Training

Don Cramer and Sarah Sneider go through the new GCFA AC Stats program which replaces EZRA for your statistical reporting. Statistical Reports are due February 28, 2023.


PowerPoint Slides

VANCO on line giving webinar

Watch the 45 minutes webinar of our recent meeting with VANCO which describes their on line giving program.  The Wisconsin Conference has signed a new agreement with VANCO which gives reduced rates to all Conference churches.


For those churches that are already using VANCO, you can sign up for reduced rates by sending an e-mail as follows to

Hello Vanco,

My name is [insert name] and I am a part of [insert congregation name]. We are associated with the Wisconsin Conference of the UMC and would like to initiate moving our congregation to the Select Plan. Please share next steps with me.

If you have any questions about starting with VANCO, please call 866-921-5430.  Tell them you are part of the Wisconsin Conference of the UMC and would like to get on the Select Plan.

Wisconsin United Methodist Foundation - Clergy Tax Workshop

The Wisconsin United Methodist Foundation’s Clergy Tax Workshop is designed to assist you in the preparation of your 2022 Federal and Wisconsin state income tax filings. This year’s tax workshop will a hybrid event, in-person at Sun Prairie United Methodist Church and online via Zoom and YouTube. James Tarp, a tax consultant with Mennenga Tax & Financial Service will facilitate.  Feel free to bring your tax returns, which you can finish filling out during the workshop. If you are a church treasurer and have questions about clergy taxes or tax forms, this workshop could be informative to you as well.

Topics include:

  • Parsonages, housing allowances, and taxes
  • Preparing W-2’s for Clergy (helpful for church treasurers)
  • Tax tips
  • Time to ask your tax questions

This workshop is made possible through a grant from a bequest from the Rev. Carl Berry is provided at no cost to the Wisconsin Conference or to apportionments.

When: January 23, 2023

  • 1:00 – 2:30 pm Tax information for clergy, church treasurers, retirees
  • 2:30 – 3:30 pm Important specific tax information for new retirees (please attend the first 90 minutes for important clergy specific tax information)


  • In-person: Sun Prairie United Methodist Church (702 North St. Sun Prairie, WI)
  • Virtual: Zoom Webinar or Wisconsin United Methodist Foundation YouTube Channel

Registration: Register by clicking here.