Finance & Administration

Finance & Administration

The Office of Finance & Administration, under the direction of the Bishop, manages all Diocesan Funds, property and casualty insurance, employee benefits, and pension plans of the Diocese.

On the pages in this section (found in the yellow navigation bar above), you can find more detailed information and resources for each of these specific areas: payroll, benefits, and retirement; accounting; investments; and policies and procedures.

Our Team is here to assist you in a variety of topics related to finances, administration of employee benefits, budgeting, and more! Below you will find information on each member of our team, including our contact information and our main areas of responsibility to help you quickly find the most appropriate person to help with your questions. Feel free to reach out to us, and let us know how we can help!

Common Resources:

mms 2024 march-aug.

MMS 2024 Jan.-Feb.

This form is used to calculate and submit monthly Mutual Ministry Support due to the Diocese. 

Manual of Business Methods in Church Affairs

This is a resource provided by The Episcopal Church to identify requirements and provide helpful advice on the topics of sound and practical internal controls, accounting guidelines, business practices, and more.

2024 expense form

2023 expense form

This form is used to request an expense reimbursement from the Diocese for 2023
(for example: mileage reimbursement and travel-related expenses)

Audit Questionnaire

This is what each congregation must complete in order to complete the required annual audit.

Records Retention Policy

The policy is to be used as a guideline for congregations, in order to provide assistance in determining which records to keep, and the period of time each record should be kept. 

Risk Assessment Form

This form is to be used to request grants from the Episcopal Diocese of Oklahoma

Clergy Child School Scholarship  Scholarship Application 

These forms are used to determine the eligibility for clergy receiving Diocesan scholarships for our parochial and Episcopal schools

Iona Scholarship Application 

This form is to be used to determine the eligibility for those attending the IONA School of Formation