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!
2019 Mutual Ministry Support Form
2020 Mutual Ministry Support Form
This form is used to calculate and submit monthly Mutual Ministry Support due to the Diocese. Use this form April 1st for March revenue.
Manual of Business Methods in Church AffairsThis 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.
2019 Diocesan Expense Reimbursement Form
This form is used to request an expense reimbursement from the Diocese for 2019(for example: mileage reimbursement and travel-related expenses)
Audit QuestionnaireThis is what
each congregation must complete in order to complete the required annual audit.
Records Retention PolicyThe 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 FormThis form is to be completed on an annual basis by the Vestry in order to ensure that the church has procedures in place in order to
mitigate those significant risks which could have an adverse effect on the
church and its operations.
This form is to be used to request grants from the Episcopal Diocese of Oklahoma
Canon Will Buchanan Canon for Finance & Administration(405) 232-4820WBuchanan@epiok.org
Contact me about:BudgetingGrant requestsProperty related questionsAudit requirementsCongregational best practices
Rose PicardAccounting Manager(405) 232-4820RPicard@epiok.org
Contact me about:Investment withdrawalsMutual ministry supportAccounts receivable
Martha SmithPayroll & Benefits Coordinator(405) 232-4820MSmith@epiok.org
Contact me about:Payroll Health insuranceRetirement benefits
Cathy RobertsStaff Accountant(405) 232-4820CRoberts@epiok.org
Contact me about:Fixed assetsInvestmentsGeneral ledger reconciliations
Judith RodriguezOffice Coordinator(405) 232-4820JRodriguez@epiok.org
924 N. Robinson I Oklahoma City, OK 73102
firstname.lastname@example.orgHours: 9 am to 5 pm CST