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 on the third Thursday of each month beginning at 7 pm. 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. 

Meeting Dates and Topics

Thursday, September 16, 2021
Topic: Being Part of a Diocese
Presenter: Bishop Lee

Thursday, October 21, 2021
Topic: How to Conduct an Effective Annual Pledge Drive
Presenter: Geoff Ward

Thursday, November 18, 2021
Topic: How to Communicate Effectively with Your Parish
Presenter: Sara Bitner

Thursday, December 16, 2021
Topic: Setting Up a Planned Giving Program for Your Parish
Presenter: Jill Heller

Thursday, January 20, 2022
Topic: Essentials for Planning a Successful Year
Presenter: Kevin Huddleston

Thursday, February 17, 2022
Topic: What Did I Get Myself Into? A Vestry Primer on Spiritual Aspect
Presenter: Bishop Lee

Thursday, March 17, 2022
Topic: What Did I Get Myself Into? A Vestry Primer on the Practical
Presenter: Scott Leannah

Thursday, April 21, 2022
Topic: What Did I Get Myself Into? A Vestry Primer on Finances
Presenter: Kevin Huddleston

Thursday, May 19, 2022

Available Resources


  • The COMPLETE Church Communicator’s Toolkit
    Canon Huddleston recommended this article, The COMPLETE Church Communicator's Toolkitbecause it provides several good tools to communicate to your parishioners. "Feeling overwhelmed? Too many scraps of paper? Notes jotted on the back of mail envelopes?  All of us can feel like our life is out of control, especially when guiding a parish. This article will give you some helpful tools. Use the ones that appeal and seem to be a natural fit to your style of working. "  And a note from your diocesan communications officer: I like Canon Huddleston's last sentence best. Use the tools that help you. I've used several of the ideas in the article. Some I love (Canva, Mailchimp, Google Docs, Grammarly... I'm looking at you!), some I don't know, and some I've used and not found them helpful for me. See what works best for you.
  • 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 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