LeaderLab
Main Content

How to Read Congregational Financial Documents

By David Pyle, Beth Casebolt

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

David Pyle

The Rev. David Pyle is the Regional Lead and a Congregational Life Consultant with the MidAmerica Regional Staff. Rev. Pyle holds a Masters of Divinity from the Meadville Lombard Theological School and a Bachelors of Arts in History and Political Science from East Tennessee State University. He...

Beth Casebolt

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. She is very...

For more information contact conglife@uua.org.