Webinar: Assets and Liabilities – Managing Your Church’s Balance Sheet

Gregory T. Rousos, President and CEO

Please join us for a free webinar on May 23.

Church leaders need an understanding of a church’s debts and assets — two major components of the balance sheet. If you don’t quite know what we’re talking about, or have questions, this is the webinar for you.

Experts with New Covenant Trust Company, the Presbyterian Church (U.S.A.) Foundation, and the Presbyterian Investment and Loan Program will discuss three aspects of church finances:

  • Understanding your balance sheet
  • Appropriate levels of debt and the process for acquiring debt
  • Matching assets with time horizons for optimal investment returns

The first 60 minutes of the webinar will focus on presentations, and the last 30 minutes (if needed) will be reserved for anything you’d like us to explain in more depth, as well as remaining questions you may have.

This webinar is presented free of charge, and will be recorded for those who cannot attend in person — but we encourage you to participate live so you can get your questions answered.
Sign up at the link below, and in the extra space provided during registration, please share any financial questions that you’d like us to address.

We look forward to connecting with you!

Managing Your Church’s Balance Sheet
Tuesday, May 23, 2023
1-2:30 p.m. ET (10-11:30 a.m. PT)

For questions or more information, contact us at trustservices@presbyterianfoundation.org or 800-858-6127, Ext. #6.

*This blog is solely for informational purposes. It is NOT an offer to sell or buy any security or instrument, nor advocating for any particular trading strategy. The content provided here is not intended to be or should be construed as tax, legal or investment advice.