Ensure you have your LDS Account handy when using the Church Resources.

Every clerk should:

  • Watch the Getting Started videos
  • Become familiar with MLS and LDS.org
  • Study the resources below that are applicable

Head clerk should decide on how big his team should be

  • Study your Roles
  • Use the Work Plan below in the General Training and learn each skill starting at the WEEKLY level and work your way UP the list to Monthly, Quarterly, etc
  • If you recommend an assistant, use these resources to train them
  • Plan how to train your ward/branch as needed about Record Keeping
  • Use the Yearly Routines to keep to your deadlines
On the Web
Church Resources
clerk.lds.org (Leader and Clerk Resources)
Record Keeping (Topic on lds.org)
LDS Account Help
Church Directory of Leaders
LDS Tools (App for smartphones

Stake Resources
Leadership Portal
Stake Expense Reimbursement Form
General Training
Membership Training
Financial Training
Church Resources
Financial Training Lessons (Bishoprics)

- covers the Law of Witnesses, Companionship Principle, Never leave funds unattended

Stake Resources
Filing Standard for Expenses
Sample Ward/Branch Budget Process
Printing a Budget Report
Balancing the Missionary Accounts

AUDIT Checklist
Statistical Training
Annual History Training
Church Resources
Principles on lds.org
Guide and E-learning

Stake Resources

This will be a lot easier if you collect items throughout the year

Minimum required history for our Stake is your Unit Conference Sustaining List and your Unit Calendar of activities