Key Stage
  
  
  
  
  
  
  
Event code:
SCH/22/312
Starts:
Tuesday 6 December 2022 09:30 - 12:30
Venue:
Virtual Delivery
About this event
FOR MAINTAINED SCHOOLS ONLY

To provide an overview of Financial standards in school, budget planning, funding from the Local Authority, CFR and Benchmarking. To look at expected Expenditure and Income and where to budget. Management of school surplus balances and budget deficits. Finally, an overview of the Collaborative Planning, Budget Setting Model which is used by maintained schools to set their budgets

Cost: £139 +VAT
Trainers: Sian Killoran and Gerry Sutton-Harris - Schools Finance Team
SessionSession DateSession TimeSession VenueMap
Session 1Tuesday 6 December 202209:30 - 12:30Virtual Delivery

RoomMicrosoft Teams
Map
Event code:
SCH/22/366
Starts:
Tuesday 13 December 2022 13:00 - 16:00
Venue:
Worcestershire - County Hall
About this event
FOR MAINTAINED SCHOOLS ONLY

It is essential that all schools carry out Budget Monitoring on a monthly basis. This course will ensure you have the necessary skills to complete the budget monitoring through Collaborative Planning. The course will include –
• What is Collaborative Planning
• Who will use Collaborative Planning
• Navigating round the homepage
• Navigating around the monitoring model
• Entering data
• Salary calculator
• Running a Governors template report
• Submitting your return

Cost : £139 + VAT
Trainer - Debbie Storey - Schools Finance Team
SessionSession DateSession TimeSession VenueMap
Session 1Tuesday 13 December 202213:00 - 16:00Worcestershire - County Hall

RoomF2-08
Map
Event code:
SCH/22/313
Starts:
Tuesday 10 January 2023 13:00 - 16:00
Venue:
Virtual Delivery
About this event
FOR MAINTAINED SCHOOLS ONLY

This course is essential for new Head teachers or Business Managers who will be authorising in E5 and will cover reporting and monitoring.
The course includes an overview of E5, explaining the chart of accounts and CFR, and shows how to release purchase orders and held invoices on the system.

We also cover the reporting transactions including – CFR, Transactions by Account code, Governors template, Accounts payable and Accounts Receivable reporting.

Plus we will outline the housekeeping tasks that should be carried out by the school so that accurate budget monitoring can be carried out.

Cost: £139 + VAT
Trainer: Sian Killoran - Schools Finance Team
SessionSession DateSession TimeSession VenueMap
Session 1Tuesday 10 January 202313:00 - 16:00Virtual Delivery

RoomMIcrosoft Teams
Map
Event code:
SCH/22/367
Starts:
Friday 13 January 2023 09:30 - 12:30
Venue:
Worcestershire - County Hall
About this event
FOR MAINTAINED SCHOOLS ONLY

An essential course for new E5 users for an overview of School Finances. Which includes creating suppliers, purchase order processing and enquiries, goods receipting and enquiries, processing invoices, attaching scanned invoices.
You will also be shown how to run Accounts Payable reports to investigate invoice status and how to deal with held invoices.

Cost: £139 + VAT
Trainers: Ruth Bessant / Debbie Storey - Schools Finance Team
SessionSession DateSession TimeSession VenueMap
Session 1Friday 13 January 202309:30 - 12:30Worcestershire - County Hall

RoomE2-08
Map
Event code:
SCH/22/314
Starts:
Tuesday 17 January 2023 09:30 - 12:30
Venue:
Virtual Delivery
About this event
FOR MAINTAINED SCHOOLS ONLY

An essential course for new E5 users or existing users who will be undertaking accounts receivable processes. This includes creating customers, creating sales invoices and credit notes and processing income entry through the Cash receipting transaction. A member of the Accounts Receivable team will also attend to help you understand the Debt recovery process.

Cost: £139 + VAT

Trainer: Lesley Brewer, Schools Finance Team
SessionSession DateSession TimeSession VenueMap
Session 1Tuesday 17 January 202309:30 - 12:30Virtual Delivery

RoomMicrosoft Teams
Map
Event code:
SCH/22/315
Starts:
Friday 20 January 2023 09:30 - 12:30
Venue:
Virtual Delivery
About this event
FOR MAINTAINED SCHOOLS ONLY

An essential course for new E5 users to assist them with reporting to leadership and governors. This includes how to run CFR format reports, Transactions by Account code and the Governor Template. The course includes an overview of Virements and Journals. We also go through the importance of housekeeping tasks such as checking central charges, salary reconciliation, monitoring commitments which are all essential for accurate budget monitoring and are an audit requirement and should be carried out monthly.

Cost: £139 + VAT

Trainer: Debbie Storey, schools finance team
SessionSession DateSession TimeSession VenueMap
Session 1Friday 20 January 202309:30 - 12:30Virtual Delivery

RoomMicrosoft Teams
Map
Event code:
SCH/22/317
Starts:
Monday 23 January 2023 13:00 - 16:00
Venue:
Virtual Delivery
About this event
FOR MAINTAINED SCHOOLS ONLY

The course will provide an overview of SFVS. Although SFVS is primarily aimed at Governors, the Financial Management and standards that it promotes are applicable to all staff involved in school finance. We will cover the Governor evaluation process, who is involved, a discussion around the 29 components of the evaluation and examine the SFVS dashboard.

Cost: £139 + VAT
Trainers - Caroline Brand and Rob Phillips, Schools Finance team
SessionSession DateSession TimeSession VenueMap
Session 1Monday 23 January 202313:00 - 16:00Virtual Delivery

RoomMicrosoft Teams
Map
Event code:
SCH/22/368
Starts:
Thursday 2 February 2023 09:30 - 15:00
Venue:
Worcestershire - County Hall
About this event
FOR MAINTAINED SCHOOLS ONLY

Provide the knowledge and principles to assist in the role in school financial administration. It is recommended that all new finance staff attend. Existing finance staff are also welcome to attend for reassurance that they are following best practice.
The course will cover Roles and responsibilities, Finance policy, Schools Financial Value Standard (SFVS), School Funding, virements, monitoring and reporting, purchasing controls and responsibilities, Income controls and responsibilities including collection and banking, Inventories and safeguarding assets, overview of school funds, and an overview of Imprest accounts.

Cost - £277 +VAT
Trainer: Lesley Brewer / Rob Phillips Schools Finance Team
SessionSession DateSession TimeSession VenueMap
Session 1Thursday 2 February 202309:30 - 15:00Worcestershire - County Hall

RoomE2-08
Map
Event code:
SCH/22/316
Starts:
Tuesday 7 February 2023 09:30 - 12:30
Venue:
Virtual Delivery
About this event
FOR MAINTAINED SCHOOLS ONLY

It is essential that all schools carry out Budget Monitoring on a monthly basis. This course will ensure you have the necessary skills to complete the budget monitoring through Collaborative Planning. The course will include –
• What is Collaborative Planning
• Who will use Collaborative Planning
• Navigating round the homepage
• Navigating around the monitoring model
• Entering data
• Salary calculator
• Running a Governors template report
• Submitting your return

Cost: £139 + VAt
Trainers - Sian Killoran and Gerry Sutton-Harris, Schools Finance tea
SessionSession DateSession TimeSession VenueMap
Session 1Tuesday 7 February 202309:30 - 12:30Virtual Delivery

RoomMicrosoft Teams
Map
Event code:
SCH/22/369
Starts:
Thursday 9 February 2023 13:00 - 16:00
Venue:
Worcestershire - County Hall
About this event
FOR MAINTAINED SCHOOLS ONLY

To provide an overview of Financial standards in school, budget planning, funding from the Local Authority, CFR and Benchmarking. To look at expected Expenditure and Income and where to budget. Management of school surplus balances and budget deficits. Finally, an overview of the Collaborative Planning, Budget Setting Model which is used by maintained schools to set their budgets

Cost: £139 +VAT
Trainers: Sian Killoran and Gerry Sutton-Harris - Schools Finance Team
SessionSession DateSession TimeSession VenueMap
Session 1Thursday 9 February 202313:00 - 16:00Worcestershire - County Hall

RoomE2-08
Map
 
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