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“How to Manage school Finances effectively - A Practical Course for School Finance Assistants”

The main features of this course include:

  • The latest funding developments and their impact on the school and you
  • How to develop and operate effective, efficient financial systems
  • How to understand the complexities of VAT
  • Successful communication strategies to ensure all staff comply with procedures

Dates

15 October 2010
One-day course
 London Area Venue to be confirmed Book Now
19 November 2010
One-day course
 Birmingham Area Venue to be confirmed Book Now
Course durations greater than one day run consecutively from the date shown.

Synopsis

The role of the Finance Assistant is about ensuring the accuracy and completeness of financial records. Reliable data will enable the senior leadership team and governors to enhance their strategic decisions and plan with confidence.

This practical course has been designed to update, explain and demonstrate the elements essential to applying the latest rules and regulations of day-to-day financial control.

The day will update skills and knowledge and give clear explanations, demonstrations and documentation designed for immediate use in school.

This course is specifically designed for the finance assistant.

Materials

Course members will receive a handbook containing:

  • Training materials for use in your department, including copies of all PowerPoint slides used on the day
  • Guidance notes on best practice, and legal requirements
  • Detailed guidance on VAT
  • Reference materials on the latest funding developments
  • Checklists to help the school review its current accounting procedures
  • Tips, advice and techniques to improve the effectiveness of your financial systems

The Day

09.30 Registration and refreshments
10.00 Developing financial systems to suit the needs of your school
  • An overview of school finance
  • How to effectively monitor and review your current financial procedures
  • How to produce an effective financial procedures handbook
  • How to keep-up-to-date, understand and apply legal requirements
  • How to ensure “best value”
11.15 Refreshments
11.30 Understanding and applying Value Added Tax
  • VAT in Education – regulations explained
  • Getting it right - how much VAT do schools need to pay and when
  • Recording and claiming back VAT
  • VAT and the internal School Fund
12.10 Communicating good financial practice - a whole-school approach
  • How to ensure that all staff comply with procedures
  • Keeping it simple
12.45 Lunch
13.45 Financial Systems Monitoring and Reporting
  • Consistent financial reporting
  • How to prepare and present meaningful, user-friendly reports
  • How to manage access to information and ensure probity
  • Reporting requirements – sample reports and templates that you can use in school
15.10 How to get the best from the Auditors
  • Audit requirements – notes for guidance
  • Preparing for audit
  • Working with auditors
  • Responding to recommendations
15.45 Ten practical tips and depart

Dates

15 October 2010
One-day course
 London Area Venue to be confirmed Book Now
19 November 2010
One-day course
 Birmingham Area Venue to be confirmed Book Now
Course durations greater than one day run consecutively from the date shown.

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