Finance & Administration

Finance and Administration Office

Welcome!

Welcome to the Finance & Administration Office webpage. Our mission is to provide exceptional service in the areas of financial management, benefits administration and record preservation for local churches and the elected leadership of the Wisconsin Annual Conference.

Updates

  • Ministry Financials is the software program for apportionments and benefits.  You can now see your apportionment statements and pay apportionments and special giving on line.  The pastor and the pastor e-mail are set as the primary for each church.  We set up the treasurer and treasurer e-mails based on the information we have from your church conference reports.  You can also add other staff to get the monthly e-mail if you have a staff person or volunteer who normally makes the payments. Here is a link to the instructions so you can get started. 
     
  • All churches will receive a CPP credit on their monthly Benefit statement for the months of July – December.  Three months are being covered by the Joint Board of Pensions and three months by Wespath.
     
  • We are working with Church Mutual to allow increased deductible limits for your multi-peril policy.  More news when this is available.

Contact Us!

Our offices are now closed in accordance with the Governor's Safer at Home order. We are all working from home and are available via e-mail. Please use the e-mails below to get to the staff you need directly.
Office Hours: M-F 8:00 – 4:30
Phone: 608-837-7320
E-mail: treasureroffice@wisconsinumc.org
Mailing Address: 750 Windsor St, Ste 104, Sun Prairie, WI 53590

 

Our Staff

Sarah SneiderSarah Sneider
Treasurer & Director of Administration
SSneider@WisconsinUMC.org

  • Legal, Budget and Statistics Issues
  • Insurance (other than health)
  • Church Building, Property, Equipment & Real Estate Issues
  • Apportionment Calculations & Adjustments
  • Human Resources
  • Information Technology

Rev. Jean Nicholas, Conference Benefits OfficerRev. Jean Nicholas
Conference Benefits Officer
Jean.Nicholas@WisconsinUMC.org

  • Health Insurance – HealthFlex (actives) or AmWins (retirees)
  • Pension - Wespath
  • Healthflex Cafeteria Plan
  • Death of Clergy, Laity & Spouses
  • Retirement Benefits

 

David Hegg
Accountant
DHegg@wisconsinumc.org

  • Financial Statements
  • Reconciliations
  • Foundation accounts
  • Audits

Lisa Adler, Accounting ClerkLisa Adler
Finance Office Manager 
LAdler@WisconsinUMC.org

  • Apportionment statements and questions
  • Monthly health and pension billing/Mission Connect
  • Payroll
  • Special giving
  • Processing expense vouchers

 

Katie Hoeppner, Service Department ManagerKatie Hoeppner
Service Department Manager
KHoeppner@WisconsinUMC.org

  • Handles incoming and outgoing mail
  • Update and maintain portion of the Conference Database
  • Handles copy jobs, assembly jobs, and supply orders for various offices

Lynn Lubkeman, Conference ArchivistLynn Lubkeman
Conference Archivist
LLubkeman@WisconsinUMC.org

  • Administers Conference archival materials
  • Researches records for staff, churches, genealogists and researchers
  • Provides guidance to churches on records management

 

Conference Budget

Our giving transforms Wisconsin and the World! The faithful giving of the local United Methodist Churches within Wisconsin empowers much needed ministry. Our mission is to Make Disciples for the Transformation of the World and we accomplish that through the giving of time, talents and treasures of the people of Wisconsin! Access information on our budget in summary, detail and narrative forms.

Local Church Finances

Our Finance and Administration Office is a resource for local United Methodist Churches in Wisconsin. The task of providing leadership in financial ministry is a great honor and an awesome responsibility. As a leader and steward, we want to provide you with a basic understanding of your role and the best practices. View resources on handling your church finances and view information on upcoming trainings, both in person and via webinar.

 

Apportionments

Apportionment is the term used to describe the amount that each United Methodist congregation is asked to contribute to the wider United Methodist Church in support of our missions and ministries around the world. In other words, it is A Portion Meant for Others. We sometimes call Apportionments the term Connectional Giving because it is an outward and visible sign of the connection within the UMC.

View videos, guides, and more on Why We Give and What We Support through our Shared Connectional Ministries!

Online Giving

Churches

Ministry Financials is our new apportionment software.  Here is a link: umcdata.net/WI.  The login and password is your church GCFA number and conference number.  Please contact Lisa Adler at ladler@wisconsinumc.org if you need help.

Individuals

We encourage individuals to give through your local church offering plate by writing the project/fund number in the memo of your check or envelope. But we also accept donations online. Browse the online giving website for individuals!