Key Stage
  
  
  
  
  
  
  
Event code:
SCH/21/487
Starts:
Monday 7 February 2022 10:00 - 13:00
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
SessionSession DateSession TimeSession VenueMap
Session 1Monday 7 February 202210:00 - 13:00Virtual Delivery

RoomMicrosoft Teams
Map
Event code:
SCH/21/488
Starts:
Thursday 10 February 2022 13:00 - 16:00
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
SessionSession DateSession TimeSession VenueMap
Session 1Thursday 10 February 202213:00 - 16:00Virtual Delivery

RoomMicrosoft Teams
Map
Event code:
SCH/21/489
Starts:
Tuesday 1 March 2022 13:30 - 15:30
Venue:
Virtual Delivery
About this event
FOR MAINTAINED SCHOOLS ONLY

To provide a complete overview of the Imprest Account process and how this integrates with the E5 system. Schools will receive practical instruction and be guided on both theoretical aspects, whilst also being able to see the process displayed on E5 itself. The course will explain the purpose of the Imprest Account, administration, and security, making purchases and obtaining receipts, accounting for VAT, reconciliation, and completing claims.
SessionSession DateSession TimeSession VenueMap
Session 1Tuesday 1 March 202213:30 - 15:30Virtual Delivery

RoomMicrosoft Teams
Map
Event code:
SCH/21/490
Starts:
Friday 4 March 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
SessionSession DateSession TimeSession VenueMap
Session 1Friday 4 March 202209:30 - 12:30Virtual Delivery

RoomMicrosoft Teams
Map
Event code:
SCH/21/491
Starts:
Thursday 28 April 2022 09:30 - 12:30
Venue:
Virtual Delivery
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.

A 10% discount is applied for Schools who purchase Modules 1, 2 and 3 at the same time.
SessionSession DateSession TimeSession VenueMap
Session 1Thursday 28 April 202209:30 - 12:30Virtual DeliveryMap
Event code:
SCH/21/492
Starts:
Thursday 28 April 2022 13:30 - 16:30
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 School Finances, 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.
SessionSession DateSession TimeSession VenueMap
Session 1Thursday 28 April 202213:30 - 16:30Virtual Delivery

RoomMIcrosoft Teams
Map
Event code:
SCH/21/493
Starts:
Tuesday 3 May 2022 09:30 - 15:00
Venue:
Virtual Delivery
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.
SessionSession DateSession TimeSession VenueMap
Session 1Tuesday 3 May 202209:30 - 15:00Virtual Delivery

RoomMicrosoft Teams
Map
Event code:
SCH/21/494
Starts:
Friday 6 May 2022 13:00 - 16:00
Venue:
Virtual Delivery
About this event
FOR MAINTAINED SCHOOLS ONLY

For new 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 go through the Debt recovery process.
We also provide an overview of electronic payment systems like Payments4Schools and Parent Pay.

A 10 % discount is applied for schools who Purchase Modules 1, 2 and 3 at the same time.
SessionSession DateSession TimeSession VenueMap
Session 1Friday 6 May 202213:00 - 16:00Virtual Delivery

RoomMicrosoft Teams
Map
Event code:
SCH/21/495
Starts:
Tuesday 10 May 2022 09:30 - 12:30
Venue:
Virtual Delivery
About this event
FOR MAINTAINED SCHOOLS ONLY

For new 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.

A 10% discount is applied to schools who purchase Modules 1, 2 and 3 at the same time.
SessionSession DateSession TimeSession VenueMap
Session 1Tuesday 10 May 202209:30 - 12:30Virtual Delivery

RoomMicrosoft Teams
Map
Event code:
SCH/21/330
Starts:
Thursday 12 May 2022 13:30 - 16:30
Venue:
Virtual Delivery
About this event
Ideal for school-based attendance leads/officers. The attendance network surgeries ensure school-based attendance staff are kept up to date with the most current guidance and statutory duties to maximise their impact in improving school attendance and reducing persistent absence.
The network surgeries provide a forum to assist with staff professional development, the sharing of best practice and an opportunity to network with colleagues.

The Session will:
• deliver national and regional updates
• assist in the CPD of school-based attendance staff
• provide practical, themed hints and tips
• ensure attendance staff are up to date with the latest legislation and attendance guidance
• aid self-evaluation through discussion
• provide opportunities for best practice discussion
• provide Q and A opportunities within each surgery session

Trainer - Michelle Fowler

This Attendance Surgery is FREE to those Schools who have purchased the Attendance Network Surgeries SLA on eStore. For those schools who have not purchased the SLA, the cost is £65 per delegate
SessionSession DateSession TimeSession VenueMap
Session 1Thursday 12 May 202213:30 - 16:30Virtual DeliveryMap
 
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