Temporalities

2025 Parish Finance Meeting

Wednesday, May 7 | 8:30 am – 4:00 pm

The Lodge, 104 Lodge Lane, Mauston, WI 53948 – Please register by April 16!

2022 Parish Spring Finance Seminar April 7,2022 YouTube video, 2.5 hours

2022 Employee Retention Credit June 14 webinar. Dan Bergs CPA discusses how parishes can apply for money for having retained staff during the Covid period. YouTube video, approximately 1 hour.

2022 Parish Summer Finance Seminar July 21,2022 YouTube video, 2.5 hours

2022 Parish Fall Finance Seminar October 12, 2022 YouTube video, 2 hours. Focus on the parish financial Annual Report.

2023 Mutual of America Webinar January 4 YouTube video, 1.25 hour. Instructions for using Mutual of America new webtool for employee 403(b) plan

2023 Parish Winter Finance Webinar February 15, 2023 YouTube video, 2.33 hours. Updates on various parish financial topics.

Diocese of La Crosse Investment Policy Statement (IPS) January, 2023

2024 BMO-TP Reconciliation Webinar, tutorial to reconcile the transfer of investments from BMO to TP.

2024 Parish Winter Finance Webinar February 15, 2024 YouTube video, 2 hours. Updates on various parish financial topics. Click this link for the webinar presentation.

2024 Spring Quarterly Endowment Update April 9, 2024 YouTube video, 50 minutes. Intro to TrustPoint, quarterly results recap.

2024 Parish Spring Finance Meeting May 22, 2024 YouTube video 4.25 hours. General updates for parish accounting and finance staff.

2024 SummerQuarterly Endowment Update July 10, 2024 YouTube video, 50 minutes. TrustPoint quarterly results recap.

2024 Parish Summer Finance Meeting September 10, 2024 YouTube video 2 hours. General updates for parish accounting and finance staff.

2025 Parish Winter Finance Webinar January 14, 2025 YouTube video 2 hours. General updates for parish accounting and finance staff.

2025 Winter Quarterly Endowment Update January 21, 2025 YouTube video, 25 minutes. TrustPoint quarterly results recap.

2025 Parish Spring Finance Seminar May 7, 2025 YouTube video 4 hr 23 min

Mileage Log – Excel
Works of Charity -Disbursement Log – Excel

James Reider – Temporalities

Norms and Policies for Parishes – Revised February 10, 2025 PDF
Posting Contributions Offering Funds, Pledges, Contributions and Batches – PDF. Open the linked document and navigate to the section titled Offering Funds, Pledges, Contributions and Batches for instructions on posting contributions.
Amazon Business Prime Administrator Training – May 26,2021 YouTube video

Human Resources

Power Point Presentation – April 7, 2022 Spring Finance Webinar
Sample Premium Only Plan
POP Enrollment Form

Annual Report

Audited Diocesan Financial Statements

PNQ Accounting Project

PNQ Project Feedback Survey
Parish Chart of Accounts
Transition Guide, revision 7-28-2021– Word
Parish Investment Reconciliations Worksheet 8-16-2022 – Google Sheet
Schedule a PNQ mentor session with Claudia Weinberger. Click here to schedule.
Review the Parish Finance Contacts Discussion Group conversations. Google Groups
QuickBooks Online 12/17/2020 Presentation – PowerPoint
ParishSOFT Accounting 12/17/2020 Presentation – PowerPoint
ParishSOFT Accounting Webinar 12/17/2020 – Vimeo video
QuickBooks Online Webinar 12/17/2020
ParishSOFT Accounting Transition Guide Review 1/13/2021 – Passcode: $$Qwzg0W
Pastors and PNQ, the accounting project Webinar 2/4/2021
QuickBooks Online, QBO account usage YouTube video. Don’t import data! Find available accounts, account mapping, add unlisted accounts using Copy&Paste, using QBO Classes, no transactions in Header accounts.
PNQ Accounting project update, 2-25-2021 Bishop William Patrick Callahan introduces a 15 minute YouTube video charting progress at 20 parishes successfully transitioned since January 1, 2021. Learn the biggest challenges your parish will face during transition, and why.
QBO Accounts and Classes, March 19, 2021 – PowerPoint presentation
QBO Accounts and Classes, March 19,2021 – YouTube video. Parishes using QuickBooks Online can learn how to setup and use the pre-loaded chart of accounts and classes. See how classes record transactions to properly report allocations needed for the Annual Report.
Account Mapping YouTube video. Learn how to download a Trial Balance listing of accounts from your old accounting system, how to cross-reference the old account to the new accounts for use in budgeting and to setup your transition account balance transfer.
Payroll Setup for ParishSOFT Accounting, May 7,2021 – YouTube video. Use this video to setup your Pay Groups, Pay Items, to customize your parish Deductions/Benefits and to find Account Distribution examples for each of your parish Salary and Wage accounts.
Payroll Setup for QuickBooks Online, May 17,2021 – YouTube video. Use this video to setup your Employees, Compensation & Benefits, Pay periods, Taxes and Accounting preferences. Includes demonstrations and examples for setting up QBO payroll.
QBO Transition Training, June 2021 – YouTube video. 3.5 hours. This is a step by step walkthru of the Transition Guide including Parish setup, how and which archival reports to run, tips on account mapping, 2021-2022 budgeting, 1099 vendor setup, psuedo checks, how to record opening balances, how to use projects to report income and expense detail and how to setup payroll.
ParishSOFT Accounting Transition Training, June 2021 – YouTube video. 3.2 hours. This is a step by step walkthru of the Transition Guide including Parish setup, how and which archival reports to run, tips on account mapping, 2021-2022 budgeting, 1099 vendor setup, psuedo checks, how to record opening balances, how to use projects to report income and expense detail and how to setup payroll.
November 4, 2021 Finance Meeting, QBO version – YouTube video. 1.75 hours. This training video reviews Norms and Policies for Parishes with particular emphasis on Paid Leave Time, Holiday Pay, Jury Duty and Funeral Leave. It shows how to setup these personal time in QuickBooks Online software. At 1:09 the video covers compensation for 403(b) retirement to enable accurate filings for Mutual of America.
November 4, 2021 Finance Meeting, PSA version – YouTube video. 1.75 hours. This training video reviews Norms and Policies for Parishes with particular emphasis on Paid Leave Time, Holiday Pay, Jury Duty and Funeral Leave. It shows how to setup these personal time in QuickBooks Online software. At 1:19 the video covers compensation for 403(b) retirement to enable accurate filings for Mutual of America.

Priest Compensation

Contact Information

Office of Temporalities

James Reider, Finance Officer
Phone: 608.791.2668

Kurt Jereczek, Staff Accountant
Phone: 608.791.0171

Claudia Weinberger, Auditor/Staff Accountant/Parish Accounting Support
Phone: 608.791.2695

Kathy Haverland, Administrative Assistant
Phone: 608.791.2692