Welcome to the Vicariate Financial Planning Meetings FY Budget Cycle. November 4-6, 2013
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1 Welcome to the Vicariate Financial Planning Meetings FY Budget Cycle November 4-6, 2013
2 Archdiocese of Chicago Vicariate Financial Planning Meetings For Fiscal Year Budget Cycle November 4, 5 and 6, :00 a.m. to 12:00 p.m. Agenda 9:00 a.m. Registration/Sign-In Parish Operations 9:30 a.m. Welcome & Opening Prayer VAC/Taffie/Host Pastor 9:35 a.m. Archdiocesan Financial Overview Betsy Bohlen School Initiatives Sr. M. Paul McCaughey/ Tom McGrath 10:35 a.m. Q&A Overview Betsy, Sr. M. Paul, Tom 10:45 a.m. Compensation & Other Benefits Chris Cannova Salary and benefit assumptions Other Personnel Costs considerations ACA (Affordable Care Act) Update 11:00 a.m. Q&A Compensation Chris 11:10 a.m. Budget Process Process and acknowledgement of pilot Highlights of changes from FY steps for prep & submission Transition to modified accrual accounting Training offerings Workbook & tool deployment 11/27/13 Parish specific budget data sheets 11/27/13 Due date for budgets 1/31/14 Taffie Iwanicki/ Jeff Molenda Lauren Jennings 11:50 a.m. Q&A Budget Process & Tools Taffie/Jeff/Lauren 12:00 p.m. Close of meeting Taffie
3 Highlights of the FY15 Budget Process We Listened! Introducing-New and Enhanced Budget Work-papers!
4 Overall Changes from FY 2014 (Much based on YOUR feedback) Detailed worksheets required for fewer income & expense categories (e.g. Tuition, Payroll, Fund Raising, etc.) Simplified checklist format to accompany lengthier instructions and remove all instructions from workbook Removed print tab More flexibility in expanding columns and adding rows to accommodate particular parish and school needs. Use QB standard COA when entering data to be consistent with Annual and Interim reporting
5 Overall Changes from FY Continued Allow for forecasting by month OR year Provide CY personnel information to aid in budget preparation for next year Removal of a number of auxiliary schedules Minimizing of duplication of work by allowing for entry of data into QB and exporting to workbook Allow submission by parish or school on Right Networks Show formulas Set up central for budget questions and FAQ aid
6 Number of Required Schedules Year by Year Comparison Parish with School Church Only School Only
7 3 Step Process 1. Prepare workbook schedules 2. Enter budget into QuickBooks and export to workbook 3. Submit online for review by VAC via RN Desktop
8 Modified Accrual Accounting is Here Effective for 7/1/2014 (FY2015) Expenses should budgeted as expected to be incurred (Invoice must be entered and reflected as an expense in the year to which it relates) Payroll Expense should represent 26 pay periods Partial period accruals are not required. Tuition and other receivables should be recorded as paid or reflect net collectability if recorded as earned.
9 Training Options Budget Prep & Submission Webinars are scheduled for: December 12, 2013 at 10 a.m. December 18, 2013 at 1 p.m. January 7, 2014 at 10 a.m. January 15, 2014 at 1 p.m. Recorded instruction on entering budgets in QB by 11/27/2013
10 FAQ Document Who Do I Contact Regarding the Following Budget Questions....? 2015 PARISH budget Support Parish Operations: at parishoperations@archchicago.org How do I obtain a copy of a budget template, Website budget instructions and the checklist? How do I obtain a copy of a parish or school specific budget template? How to use the budget spreadsheet (e.g. how to print, add lines, how the formulas work, how to address an error message?) How do I forecast the remainder of the current year? VAC RN I:/drive Jim Earner How was my Property & Casualty Insurance calculated? Don Turlek How was my Archdiocesan or PRMAA Assessment calculated? Dan Bernard How was my OCS Assessment calculated? John Pantle Who needs to approve my budget? VAC What salary assumptions should I use in the FY14-15 Chris Budget? Cannova How should I budget for tuition revenue? John Pantle How do I know about grants or other support for schools? What if I have questions regarding the pre-populated annual report information in my budget workbook? VAC VAC Who can help with my savings and loan information? Greg Salm What if I have questions regarding personnel data? Preetha Sasikumar Website: Name Betsy Bohlen Director of Finance/CFO Bbohlen 8157 Financial Operations George Puszka Dir. of Financial Ops. Gpuszka 8263 Dan Bernard Ops. Acctg. Mgr. Dbernard 3884 Greg Salm Bank Administrator Gsalm 5399 Parish Operations Taffie Iwanicki Dir. of Parish Ops. Tiwanicki 5312 Dennis Robak VAC I Drobak 5364 Joe Lange VAC II Jlange 5321 Taffie Iwanicki VAC III Tiwanicki 5312 Livier Salazar VAC IV Lsalazar 5384 Erich Bangert VAC V Ebangert 5318 Pam Gutter VAC VI Pgutter 5342 Jeff Molenda Project Manager Jmolenda 5398 Lauren Jennings Training & Design Ljennings 8094 OCS Sr. Mary Paul Superintendent Mmccaughey 5212 McCaughey Tom Mcgrath Associate Supt./COO Tmcgrath 5221 John Pantle Director, OCS Jpantle 5230 Jim Earner School Fincl. Consult. Jearner N/A Personnel Svcs. Chris Cannova Director, Pers. Svcs. Ccannova 8349 Preetha Sasikumar HRIS/Comp. Specialist Psasikumar 5359 Insur. & Risk Mgmt. Don Turlek Risk Manager Dturlek 9805 Archdiocese of Chicago Department of Financial Services
11 Tools/Documents to be deployed to RN Budget Data Sheet Arch Assessment PRMAA Assessment Property & Casualty Insurance Premium Property & Casualty Detail Calculation Listing of Buildings Parish Specific Budget Workbook Three Years of History Personnel information
12 Key Dates Documents to be deployed by November 27, 2013 Budgets must be submitted via RN to VAC by January 31, 2014
13 Thank You!!! Have a great day!
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