Resources for Parish Leaders

Wardens & Treasurers meetings

Each month, members of the diocesan staff meet with parish wardens and treasurers remotely. The purpose of these meetings is to
 provide updates, guidance, and strategies to our parish lay leaders. 

Meetings are held via Zoom monthly. Each session lasts about an hour and includes time for questions and answers. These meetings are geared for parish wardens and treasurers, but priests are certainly welcome to attend as well. 

Our 2021-2022 series has concluded for the year. Stay tuned for future meetings.

Available Resources


  • E-News: Updated information is always in the weekly E-NEWS from the Diocese of Milwaukee. Be sure to sign up for it if you are not receiving it and be sure your vestry members sign up. If you need help signing up, contact Barb Klauber at
  • Website and Social Media: Sara Bitner, our communications officer, updates the website on a regular basis, so always check there first for the latest information. You can also find updates on our Facebook page and Instagram account.
  • Alban Institute: The Alban Institute has a great number of resources and information about the church, including information about congregational development, finances, and technology.
  • Episcopal Church Foundation: The Episcopal Church Foundation offers many resources for vestries, especially the monthly Vestry Papers and the Vestry Resource Guide.
  • Episcopal News Service: The Episcopal News Service is the official news source for The Episcopal Church and reports on local, national, and international events and ministries.

Wardens and treasurers Meetings videoS

Recording from the May 18, 2022 Meeting: Bishop Lee presented on Mission Leadership Reviews, the process and the highlights of the review conducted earlier this year. To watch the video from last night, click here

Recording from the April 20, 2022 Meeting: Diocesan financial controller Caroline Senn presented on "Common Mistakes with Setting Up Clergy Compensation and How to Avoid Them." To watch the video from last night, click here. You can access the minimum clergy compensation resolution that was presented and approved at last October's Diocesan Convention here (starts on page 4).

Recording from the March 17, 2022 Meeting: Diocesan chancellor Mark Ehrmann gave a presentation about the constitution and canons of the Episcopal Diocese of Milwaukee. Many of the canons tell how we will operate the diocese, but Mark spent most of his time describing the canons that have to do with how to operate things at the parish level. To watch the video, click here. The constitution and canons for the diocese are posted on our website. You can find them here.

Recording from the February 17, 2022 Meeting: Bishop Jeff Lee and Canon Scott Leannah shared about Servant Leadership: Parish Ministries and the Gospels. The recording of the meeting is available here. Fr. Scott's handout is available here.

Recording from the January 20, 2022 Meeting: Caroline Senn, financial controller, and Canon Scott Leannah, canon for ministries, shared some information and fielded questions about filling out parochial reports. The recording of the meeting is available here.

Recording from the November 18, 2021 Meeting: Sara Bitner, diocesan communications officer, gave a presentation about communicating effectively with your parish.  The recording of the meeting is available here and her slides are available here.

Recording from the October  21, 2021 Meeting: Fr. Geoff Ward, rector of St. Christopher's, River Hills, gave a presentation about running an annual Stewardship Campaign.  The recording of the meeting is available here.

Recording from the September 17, 2021 Meeting: In this first meeting of the new program year, Bishop Lee presented on Being Part of a Diocese. The recording of the meeting is available here.

Recording from the May 20, 2021 Meeting: Canon Kevin Huddleston presented "How to Broke Proof Your Budget." The recording of the meeting can be watched here and the slides from his presentation are available here. During the presentation, Canon Huddleston mentioned information he has shared with parishioners on Required Minimum Distributions from IRAs for people who are over 70 1/2 years old. You can find samples here and here.

Recording from the April 15, 2021 Meeting: A Q&A session with Canon Huddleston and our new provisional bishop designee Bishop Jeff Lee. You can find a recording of the meeting here.

 Recording from the March 18, 2021 Meeting: Jill Heller, executive director of Trustees of Funds and Endowments (TFE) provided a great explanation of all the services that TFE provides and fielded questions from attendees. You may watch the recording of the meeting here. Also, you can find the slides from the presentation here.

Recording from the February 18, 2021 Meeting: Alice Mirk and Mother Pippa Lindwright gave a presentation on fundraising in the church. You may watch the recording here. Additionally, you can view the slides from the presentation here.

Recording from the January 21, 2021 Meeting: Canon Peggy Bean highlighted the changes in how to fill out your 2020 parochial report and answering questions about it. You may watch the recording of the meeting here.

Recording from the January 14, 2021 Meeting:  Canon Huddleston gave a presentation on how to present a budget in an engaging manner. You may watch the recording of the meeting here. You can see the presentation slides here

Recording from the December 17, 2020 Meeting: We had a presentation from the Way Forward Task Force. We heard lots of good information on the diocesan response to the COVID-19 pandemic from Deacon Bill Dunlop and other members of the task force. You may watch the recording of the meeting here. You can see the presentation slides here. The Way Forward Task Force has consistently provided updates to the diocese in our weekly E-News throughout the pandemic. And all of their requirements, recommendations, and resources are uploaded to our website

Recording from the December 10, 2020 Meeting:  We met via Zoom to discuss how to conduct Annual Meetings at this time. The Rev. Melesa Skoglund (St. Andrew's, Madison) and Mark Erhmann (Chancellor) led the discussion. You may watch the recording here. Mother Melesa provided resources that they used at St. Andrew's to plan and execute their meeting. You can view all their materials here. These materials were, of course, developed for St. Andrew's. The files are set so that you can view them. If you'd like to adapt the materials for your use at your parish, you'll need to make a copy of the file first. Just right click on the file, and then scroll down to where it says "make a copy." 

Recording from the December 3, 2020 Meeting: We met via Zoom to talk about Christian Formation for Children. The Rev. Dr. Miranda Hassett (St. Dunstan's, Madison), Jean Heffernan (Christ Church, Whitefish Bay), and Jamie Jackson (St. Christopher's, River Hills) led the discussion. You may watch the recording of the meeting here. If you'd like to access Jean Heffernan's slides, you can find them here. Both Jean and Jamie have a lot of materials they have shared with their church families on their parish websites:

Christ Church, Whitefish Bay
St. Christopher's, River Hills 

Other things that Rev. Miranda shared:

The Sunday Paper 

Illustrated Ministry 

St. Alban's (UK) Seasonal Resources (Apparently their Crib Service ideas are great. What's a Crib Service? That seems to be what they call their Christmas Pageants. Who knew! Scroll to the bottom of the page to find that.)

Recording from November 19, 2020 Meeting: We met via Zoom to talk about online worship — live-streaming, Zoom church, and more. The Rev. Don Fleischman, who has been producing our weekly diocesan services, and the Rev. Miranda Hassett, who has been leading her parish using Zoom, guided the conversation. 

Slides and other information from the presentations:

Why Zoom Church?
Video Editing Tools
Creating a Digital Space
Zoom chat from the meeting

Recordings from October 22, 2020 Meeting: Canon Peggy Bean and Canon Kevin Huddleston met virtually with parish wardens and treasurers. They talked about diocesan and parish roles and responsibilities. They also shared a number of resources available to parishes. All of the resources shared are listed below.

Recording from October 22, 2020 Meeting: Part 2