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:

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 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.

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 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 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.

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

Our Team

 


Canon Will Buchanan
 Canon for Finance & Administration
(405) 232-4820
WBuchanan@epiok.org

Contact me about:
Budgeting
Grant requests
Property related questions
Audit requirements
Congregational best practices

 


Rose Picard
Accounting Manager
(405) 232-4820
RPicard@epiok.org

Contact me about:
Investment withdrawals
Mutual ministry support
Accounts receivable

 


Martha Smith
Payroll & Benefits Coordinator
(405) 232-4820
MSmith@epiok.org

  Contact me about:
Payroll
Health insurance
Retirement benefits

 


Cathy Roberts
Staff Accountant
(405) 232-4820
CRoberts@epiok.org

Contact me about:
Fixed assets
Investments
General ledger reconciliations

 


Judith Rodriguez
Office Coordinator
(405) 232-4820
JRodriguez@epiok.org

 



924 N. Robinson I Oklahoma City, OK 73102
(405) 232-4820

dioceseofoklahoma@epiok.org
Hours: 9 am to 5 pm CST


NEWSLETTERCONTACT US



Diocesan Staff Email Login

Top