Finance and Administration

Diocesan Finance Office

The Finance Office of the diocese serves both clergy and congregations through assistance with forms and procedures required by The Episcopal Church offices of Finance, Transition Ministry, and General Convention, as well as the Church Pension Group. For diocesan affairs, the Finance Office monitors revenue and expenditures, monitors filing of parochial reports, and is responsible for processing the financial transactions of the diocese, including cash receipts and disbursements, diocesan payroll processing, and accounts payable and receivable. It is responsible for reporting financial data to management and to diocesan committees. It works with the diocese’s independent auditors to provide annual audited financial reports and to maintain appropriate controls to safeguard diocesan assets. It helps develop the annual diocesan budget and parish assessments.

Job Openings

The Diocese of Milwaukee currently has job openings for Financial Reviewers. Please click here for the job description. Please send your resume to Marlene Udovich, finance officer, or contact her for more information ( or 414-272-3028 ext. 157).

Mileage Rate Increase

In 2018, the mileage rate increased from 53.5 cents to 54.5 cents.

You may reach our Finance Office by contacting Marlene Udovich at or 414-272-3028 ext. 157. 

Policies and Resources

Diocesan Loan Policy
IRS Mileage Rate 2018
Records Retention Policy
Clergy Discretionary Fund Guidelines
Housing Resolution for 2017
2017 Parochial Report General Instructions
2017 Parochial Report Form
2017 Parochial Report Attendance Workbook
2017 Parochial Report Stewardship and Finance Workbook
Statements and Assessments

Diocesan Budget & Assessments 2015
Diocesan Budget & Assessments 2014
Annual Audit Statement for 2013









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Finance Administration Resources

The Good Steward Church Insurance Agency newsletter on Church risk management and property insurance issues. Click here to sign up to add yourself to the email list for The Good Steward.

Trustees of Funds and Endowments