You're invited to be inspired!
Clergy of all ages are welcome!
There is something for everyone!


All active clergy members of The United Methodist Church: You are invited to attend the Clergy Benefits Academy hosted by Wespath Benefits and Investments.

The Clergy Benefits Academy is for all ages and stages of ministry—new ordinands, early-career clergy, mid-career clergy, ready-to-retire clergy, district superintendents, clergy in extension ministries—and spouses. There is something for everyone!

The Clergy Benefits Academy will be held March 11-13, 2019 at the beautiful Marriott at Forrestal in Princeton, New Jersey. This event will provide a wonderful retreat-like setting in order to network with other clergy, get answers to your benefit questions and learn about the many benefit issues that affect your life and ministry. You can even earn continuing education units (CEUs) for attending.

This event is a unique opportunity to learn about the many benefit issues that affect your life and ministry. You can even earn continuing education units (CEUs) for attending.


Event Information

  Course Descriptions
Details and Event Registration   Special Opportunities
Hotel and Day Care Information   Class Schedule
Register now!


Event Information

The Clergy Benefits Academy begins at 1:00 p.m. on Monday, March 11 with worship and an opening plenary session. The event concludes on Wednesday, March 13 at 2:30 p.m.

Classes are scheduled on a track, so you can attend each session. Your assigned track will be provided when you arrive at the event's registration table.

You can earn 1.5 CEUs if you complete 10 classes and 1 CEU if you complete seven classes.

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Details and Event Registration

Register now!

Early-bird registration fee: ONLY $149.00 ($279.00 with spouse) by March 1, 2019. The registration fee after this date is $189.00 ($359.00 with spouse). The fee includes:


  • Breakfast and lunch on Tuesday
  • Breakfast and lunch on Wednesday
  • Refreshment breaks
  • Academy materials

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Hotel Information

Wespath has negotiated a special room rate of $149.00 plus tax per night at the host hotel. Mention the group code (CBA) to get the discounted rate.

Make your hotel reservation!

Princeton Marriott at Forrestal
100 College Road East
Princeton, New Jersey 08540
Phone: (609) 452-7800
Princeton Marriott at Forrestal Website

The room rate is available until Friday, March 1, 2019, based on availability.

Note: Making the hotel reservation and paying for hotel accommodations are the responsibilities of the attendee. Please tell the hotel you are attending the Clergy Benefits Academy to obtain the negotiated rate.

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Day Care Information

If you are interested in childcare for this event please le us know. Currently, Wespath will provide a 50% discount on an additional hotel room for a child care provider (grandparent, friend, etc.). Call Tori Luke (1-800-269-2244, ext. 2720) for more details.

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Course Descriptions

Clergy Benefits Academy Courses

Special Opportunities


Making a Difference: Personal Savings and Wespath Services
Making personal contributions into the United Methodist Personal Investment Plan (UMPIP) is key to enhanced retirement security. Learn ways to maximize your saving potential, as well as how to tailor your investments with the LifeStage Investment Management Service to reflect your needs and personal circumstances. You’ll also learn how to log in to Benefits Access—the online portal to your accounts at Wespath. UMPIP, LifeStage and Benefits Access are available to both clergy and lay employees.
Instructor: Robert Christophel, Benefits Educator, Wespath Benefits and Investments

Healthy You…Healthy Church
Get excited about creating a healthier you—and a healthier church. Nutrition and physical activity—from both an individual and a congregational perspective—will be the focal point of this class. Ever thought about creating an outreach ministry around food or organizing your refrigerator for healthier eating? Come prepared to think about food and physical activity in a new way and walk away with tools you can use!
Instructor: Judy Johnston, MS, RD, LD, Research Instructor, Department of Preventive Medicine and Public Health, University of Kansas School of Medicine

Help! Clergy Tax Laws!
The laws relating to taxation of clergy compensation can be confusing. This class will help you understand your tax liability, the clergy housing allowance, accountable reimbursement plans and other issues unique to clergy. This is a practical class that will focus on the basic issues.
Instructor: The Reverend Nate Berneking, Director of Finance and Administrative Ministry, Missouri Conference

Achieving Financial Wellness
Do you have financial goals? Is excessive debt eating away at you? Are you monitoring your spending? This class will discuss tools you can use to plan for a more secure retirement. You’ll learn about setting goals, the role of debt, the importance of net worth and other basic financial considerations that will help you plan for retirement security. This class is designed to give you basic tips and tools to improve your financial picture.
Instructor: John Garrison, EY Financial Planning

When There's a Will There's a Way
Do you have a durable power of attorney or an advanced directive? Do you know where your important documents are located? Have you considered estate planning and your long-term financial legacy? Are you familiar with trusts and estate tax laws? This class is essential as you consider ways to care for your family’s future.
Instructor: The Reverend David Bell, President and Executive Director, United Methodist Foundation of Michigan and a Senior Design Partner, Design Group International

Unexpected Events: Benefits You Need the Most
What happens when life throws you a curve and you face a difficult situation involving disability or incapacity? Learn how the Comprehensive Protection Plan (CPP) helps you through unplanned transitions. In this class, you will learn “what to do” and “what to expect” at those times when you and your family need benefits the most.
Instructor: Carrie Persivale, Manager, Welfare Plans, Wespath Benefits and Investments

Understanding and Overseeing Church Finances
Do you know the difference between a balanced budget and positive cash flow? Participants will learn about the composition and charge of the Finance Committee. This session will offer practical insights on how pastors can effectively oversee church finances. Participants will learn how to read and understand church budgets and financial reports. Participants will explore the differences between a Zero Based Budget, Line Item Budget, Program Budget and Narrative Budget. Participants will learn the best practices for statements of giving, EFT, E-Giving, stock gifts and offering envelopes. Participants should bring a copy of his or her church budget to enhance his or her experiential learning.
Instructor: The Reverend Cary James, Sharp Street Memorial Church, Baltimore, Maryland

United Methodist Pension Benefits Review
The United Methodist Church offers many benefits to its clergy. This class provides an overview of the benefits you and your family may expect from the Church when you retire. The class will focus on the Clergy Retirement Security Program (CRSP) and the Ministerial Pension Plan.
Instructor: Dale Jones, Managing Director of Church Relations, Wespath Benefits and Investments

Chill and Refill—Creating Life Balance and Avoiding Compassion Fatigue
You will learn about the impact of unmanaged stress and boundaries that upset work/life balance and contribute to poor self-care, compassion fatigue and burnout. You will learn how to create healthy boundaries between work and home, as well as tools and strategies to avoid and/or recover from compassion fatigue.
Instructor: Jane Pernotto Ehrman, M. Ed., Images of Wellness, LLC

Special Opportunities

Blueprint for Wellness Opportunity!
If you are a member of HealthFlex you have the opportunity to get your Blueprint for Wellness screening at Clergy Benefits Academy. Register now to secure your spot. Log in to your HealthFlex/WebMD account, click on “Quest Diagnostics Blueprint for Wellness” in the grey bar. Fill in your registration information and search for “Wespath Clergy Benefits Academy” as the location. Earn $100 in PulseCash to your Virgin Pulse account for completing this screening. Well-being programs are voluntary. Wellness incentives are taxable, consult with your tax adviser.

Social Security for Clergy
Social Security provides both retirement and disability benefits. Learn how Social Security can benefit you, how you might qualify for benefits and what you may expect from Social Security during different life events.
Instructor: Mark Ciesla, Benefits Educator, Wespath Benefits and Investments

Staying the Course: Spiritually Prepared, Too
The work of ministry can sometimes leave us less time to listen to the spiritual dimension of our own lives. While helping others hear the spiritual dimension of theirs, we neglect our own. Yet we cannot share what we do not have! Significant life decisions about “staying the course” or “changing courses,” reflecting choices in our work, personal or relational life, invite deeper discernment of God’s presence. As a confidential, discussion-oriented group, we will consider four spiritual guidance questions, and seek a deeper discernment of our spiritual goals and practices, within our personal context. While financial health is a significant good, it is only one part of the holistic health and well-being we all seek. Together we will explore how to find well-being for ourselves and model well-being for our congregations—to be spiritually prepared, too!
Instructor: The Reverend Ron Johnson, PhD, Pastoral Psychotherapist at Bartlett UMC Counseling Center

Clergy Spouse Class: Sabbath Rhythms for Clergy Spouses
Do Sundays sometimes feel like just another workday? You are not alone! In confidential small groups, have fun playing a highly interactive Sabbath learning game built on common real-life clergy spouse situations. Explore ways to carve out restoration in God’s presence … just not necessarily on a Sunday. Connect with other clergy spouses who are also seeking Sabbath rest, just like you!
Instructor: Julie Anderman, Artos Retreats

Clergy Spouse Class: Healthy Transitions for Clergy Spouses
Looking for healthy habits and strategies to help you navigate a variety of clergy spouse transitions? This session is designed exclusively for you! Small group discussion in a safe, sacred space will prepare your mind and heart for each phase of a transition. Together, you’ll solve real-life clergy spouse scenarios about how to say goodbye, deal with the chaos, and plant new roots. Connect with - and learn from - other clergy spouses also preparing for transitions.
Instructor: Julie Anderman, Artos Retreats

One-on-One Consultations

  • Benefits Consultations
    During on-site registration, schedule a consultation with a Wespath staff member. This private session is your opportunity to discuss your own account balance and pension projection. A knowledgeable Wespath representative will help you understand your specific benefit situation.
  • Pastoral Counseling/Spiritual Guidance
    If you are looking for an opportunity to explore your individual wellness issues in a safe, confidential manner, this session—facilitated by a professional counselor—is appropriate for you. Gain perspective from someone outside your conference who can listen, problem-solve and bless you with a fresh outlook on how to resolve your specific issue as well as offer new ideas for living a healthy and balanced life.

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This is the current schedule for the CBA.

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Do you have questions about registration, travel, hotel accommodations or the day care opportunity?
Call: Tori Luke at 1-800-269-2244, ext. 2720.

Do you have questions about the class schedule?
Call: Renee Smith-Edmondson at 1-800-269-2244, ext. 4273.

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Clergy Benefits Academy
November 11-13, 2019
Myrtle Beach, SC

Event Information

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