1. 2010 June Finance Forum Agenda Corporate Affairs Update Miscellaneous Items to Note 2010 Annual Parish Finance Report Tutorial Preview of Fall Finance Forum 6/24/2010 1 Parish Finance Forum - June 2010

2. Corporate Affairs Update 6/24/2010Parish Finance Forum - June 2010 2  Your parish needs to file an annual report with the Arizona Corporation Commission by July 1 st, 2010  77 out of 103 Diocese corporations have submitted their report to the ACC  You can file the report:  electronically at http://www.cc.state.az.us.http://www.cc.state.az.us  You can also print a copy of the report from the website and mail it to the ACC  You can request the report via email at ARRequest@azcc.gov or by calling (602) 542-3285 ARRequest@azcc.gov  Send a copy of your completed report to the Diocese of Phoenix attn: Corporate Matters

3. Corporate Affairs Update Continued 6/24/2010Parish Finance Forum - June 2010 3  As with last year, your parish will need to hold its annual corporate board meeting between 9/1 and 11/30  Follow the same procedures as last year  The South and East Deaneries will hold their annual meetings at the pastoral center on 9/17 and 9/18  A detailed email containing instructions on how to conduct these meetings will be sent in late July  Reminder – keep your corporate records intact and secure  Reminder – a corporate resolution of the board of directors is required for major business transactions (see corporate manual)

4. Miscellaneous Items of Note  Priest compensation schedules for 2011 are complete (no change in compensation from previous year)  DPC Offices will be closed for furlough beginning Saturday, July 3 rd and will re-open Monday, July 12 th. If you need funds from GDP savings, get the request in NOW!  The financial review program for 2011 will commence in August. Parish and missions scheduled for a review will be contacted within the next two weeks 6/24/2010 4 Parish Finance Forum - June 2010

5. 2010 Annual Parish Finance Report TUTORIAL (see attached notes) 6/24/2010 5 Parish Finance Forum - June 2010

6. Preview of Fall 2010 Finance Forum  Tentatively Scheduled for Thursday, September 16 th, 2010 at the Diocesan Pastoral Center form 10:00am until 12:00pm  Review IRS guidelines for determining the status of a worker (employee versus independent contractor)  Review independent contractor agreement, including insurance requirements  Review Ten Tips for Business Contracts 6/24/2010 6 Parish Finance Forum - June 2010