How to Read Congregational Financial Documents
How to Read Congregational Financial Documents

Reading financial documents is a challenge for many congregational board members. This video walks you through some of the most common documents and provides advice on how to read and understand them. We also talk about how financial reports can be constructed to show what boards actually need to know.

About the Authors

  • The Rev. David Pyle is a congregational consultant and Regional Lead with the UUA's MidAmerica Region.
  • Along with being a certified pediatric nurse, Beth Casebolt is the Operations Manager and Communications Consultant for the Central East Region. Prior to regionalization she served as the District Administrator for the Ohio-Meadville District, a position she held since November 2007.

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