Webinars

Webinars are presented live, typically last 60-90 minutes, and require a computer, internet access, and computer speakers or a telephone. Webinar attendees enrolled in the Medical Plan are awarded 25 Call to Health points.

Tax Essentials 2026: Simplified and Informed

Thursday, Feb. 12, 2026 (VIRTUAL)
2-3:30 p.m. ET
Registration launches Jan. 12, 2026.

Join us for Tax Essentials 2026: Simplified and Informed, a practical, easy-to-follow webinar designed to help employees, ministers, and churches navigate the latest tax law updates. Our webinar presenters from Clergy Financial Resources will break down complex regulations into clear, actionable insights, highlight key changes for 2026, and share smart tips to maximize savings while staying compliant.

Whether you’re an employee contributing to the Retirement Savings Plan of the Presbyterian Church (U.S.A.), a minister serving a church or in specialized ministry, or retired, you’ll walk away with confidence, clarity, and tools to make tax season less stressful. This annual Board of Pensions tax webinar will help you understand the following topics.

For all plan members:

new tax legislation highlights — Tax law update and outlook for individual taxpayers in 2026
key credits and deductions for your 2025 return
required minimum distributions (RMDs), qualified charitable distributions (QCDs), and rules on inherited IRAs

For clergy:

clergy dual status and its impact on your tax return
W-2 walk-through
retirement plans and tax implications
three key areas to get right when preparing a clergy return with TurboTax

About the speakers

Mark Friesen has worked for Clergy Financial Resources for over forty-three years as a Senior Tax and Payroll Specialist for clergy and churches, gaining invaluable experience and insight into how the tax and payroll process works together and learning how to research and interpret tax law. In addition, he has developed and taught the Clergy Tax Law Short Course for many seminaries and groups.

Dan Dorsey is Tax Manager at Clergy Financial Resources. Prior to joining Clergy Financial Resources, Dan served 28 years as an Executive Pastor at churches in State College, Pennsylvania, and Manahawkin, New Jersey. He is registered with the IRS as an enrolled agent and holds a Bachelor of Science in finance from Miami University of Ohio and Master of Divinity from Columbia Biblical Seminary. Dan has volunteered since 2012 with the Volunteer Income Tax Assistance (VITA) program, which operates nationally, providing free tax assistance to low income households.

Daniel Graddy lives in Fayetteville, Georgia and recently joined Clergy Financial Resources. He is a Certified Public Accountant with 28 years of experience in taxation and financial planning. Daniel’s experience includes working with individuals, small businesses, not-for-profits, and churches. In 2010, Daniel attended New Orleans Baptist Theological Seminary earning a Master of Divinity degree. In addition to his role as CPA, Daniel serves as an interim pastor.

Restorative Conversations II: Engaging Healthy Conversations

Thursday, Feb. 19, 2026 (VIRTUAL)
2-3:30 p.m., ET
Registration launches Jan. 20, 2026.

In this 90-minute interactive session, we will use a coaching approach to help you explore the conversations that matter most to us. Through guided questions and practices, you’ll identify what you need — compassion, forgiveness, an apology, or simply to be heard — to bring you alignment and wholeness (emotionally, physically, vocationally, spiritually, and financially). Together, we’ll practice listening deeply, telling the stories that matter, and showing up with curiosity and care for hard conversations.

Our time together will not be about giving answers. Rather, it will create space for insight, choice, and growth while also providing participants with a deeper understanding of how coaching can support your personal journey toward restoration, and how eligible plan members* might continue this work by engaging the coaching resources available through the Employee Assistance Plan (EAP) by Spring Health.

*Employees can use EAP services if they are enrolled in the PPO, EPO, or HDHP medical option or have EAP access without medical coverage (for example, through the Covenant Package).

About the speaker

The Rev. Charles “Chip” Low is a PC(USA) pastor and coach. He currently serves with his wife Tami Seidel as co-pastors of the First Presbyterian Church of Yorktown, in Yorktown Heights, New York.

Chip is also a Master Certified Coach with Advanced Certification in Team Coaching through the International Coaching Federation. Through his company, Compass Coaching LLC, he coaches individuals, teams, and organizations in a variety of settings on leading and managing transition and change; organizational strategy and action; leadership and team development; purpose, vision, and mission creation; healthy conflict; stewardship and financial leadership. Chip is also a partner of Loaves & Fishes Coach Training LLC which focuses on coach training, mentoring, and certification. Chip’s coaching is a validated ministry alongside his service as pastor over 25 years.

Chip enjoys the musical talents of his three children; exploring the wonders of creation; hiking and pilgrimages; yoga and cycling; and time with his wife.

Upcoming webinars

Registration for each Lifelong Learning webinar opens a few weeks before the event. Titles, descriptions, and speaker information will be added as they are confirmed.

Monday, June 8, 2026
Registration launches May 11, 2026.

Thursday, Aug. 13, 2026
Registration launches July 13, 2026.

Thursday, Sept. 10, 2026
Registration launches Aug. 10, 2026.

Thursday, Nov. 12, 2026
Registration launches Oct. 12, 2026.

Webinar recordings

Whenever possible, we record our live webinars and make them available as stand-alone courses on the Board of Pensions’ e-learning site. Some of the webinar recordings available for replay include:

Being Your Own Healthcare Advocate
Building Financial Resiliency in the Black Community
Financial Preparation for Aging Parents
Having the Talk with Your Parents
Healthy Bodies: Thinking Beyond Our Weight Series
Inside the Medical Plan: How It Works and Why It Matters
Learning about Healthcare Coverage Options for You and Your Family (captioned in English, Korean, and Spanish)
Retirement Income for Life: The Defined Benefit Pension Plan of the PC(USA)
Riding Out the Storms of Life
은퇴 계획 (Planning for Retirement)
건강 프로그램와 보조 프로그램 이해 및 활용 (Understanding the Board’s Health Programs)
혜택 이해하기: 사망, 장애 및 생명 보험과 혁신적인 사역 지원 (Death, Disability & Life Plans, Innovative Ministry)

Access recordings

Members and employers can access Board of Pensions e-learning content, including recordings of past webinars, through the Lifelong Learning site. View instructions on how to log in to your e-learning account or create an account if you don’t already have one.

Questions?

Email the Education team if you have questions about the Lifelong Learning webinars. You will typically receive a response within 48 hours.