Key Stage
  
  
  
  
  
  
  
Event code:
SCH/22/318
Starts:
Tuesday 28 February 2023 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.

Cost: £97 + VAT
Trainers: Lesley Brewer - Schools Finance team
SessionSession DateSession TimeSession VenueMap
Session 1Tuesday 28 February 202313:30 - 15:30Virtual Delivery

RoomMicrosoft Teams
Map
Event code:
SCH/22/303
Starts:
Wednesday 1 March 2023 15:30 - 17:00
Venue:
Virtual Delivery
About this event
These network events are for Designated Mental Health Leads across all settings and phases. At these events there will be opportunities to hear about the latest information that supports your role in school from a range of agencies and partners. It also provides space to discuss issues that you raise to support you in your role and meeting the mental health and wellbeing needs of all those in your setting.

Free to attend

Suitable those working in Primary, First, Middle or Secondary schools and Colleges

Trainers: Louisa Jones, Educational Psychology
SessionSession DateSession TimeSession VenueMap
Session 1Wednesday 1 March 202315:30 - 17:00Virtual DeliveryMap
Event code:
SCH/22/319
Starts:
Friday 3 March 2023 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: Lesley Brewer - Schools Finance Team
SessionSession DateSession TimeSession VenueMap
Session 1Friday 3 March 202309:30 - 12:30Virtual Delivery

RoomMicrosoft Teams
Map
Event code:
SCH/22/370
Starts:
Thursday 20 April 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 1Thursday 20 April 202309:30 - 12:30Worcestershire - County Hall

RoomE2-08
Map
Event code:
SCH/22/320
Starts:
Thursday 20 April 2023 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 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: Debbie Storey - Schools Finance Team
SessionSession DateSession TimeSession VenueMap
Session 1Thursday 20 April 202313:30 - 16:30Virtual Delivery

RoomMIcrosoft Teams
Map
Event code:
SCH/22/371
Starts:
Tuesday 2 May 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 1Tuesday 2 May 202309:30 - 15:00Worcestershire - County Hall

RoomE2-08
Map
Event code:
SCH/22/321
Starts:
Friday 5 May 2023 13:00 - 16:00
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: Debbie Storey, Schools Finance Team
SessionSession DateSession TimeSession VenueMap
Session 1Friday 5 May 202313:00 - 16:00Virtual Delivery

RoomMicrosoft Teams
Map
Event code:
SCH/22/322
Starts:
Tuesday 9 May 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: Lesley Brewer, schools finance team
SessionSession DateSession TimeSession VenueMap
Session 1Tuesday 9 May 202309:30 - 12:30Virtual Delivery

RoomMicrosoft Teams
Map
Event code:
SCH/22/323
Starts:
Monday 15 May 2023 13:00 - 16:00
Venue:
Virtual Delivery
About this event
FOR MAINTAINED SCHOOL GOVERNORS ONLY

This session will provide an understanding of financial management in schools. It is recommended that all new finance governors attend. The course will include links to the 'Schools Financial Value Standard' (SFVS), overview of School Funding, roles and responsibilities of Governors and School Staff, financial planning and budget setting, budget monitoring and reporting, Consistent Financial Reporting (CFR) and Benchmarking, value for money (purchasing & resources), and processes and Controls (audits, systems, inventories etc.).

Cost: £139 + VAT
Trainers: Caroline Brand and Rob Philips, Schools Finance Team
SessionSession DateSession TimeSession VenueMap
Session 1Monday 15 May 202313:00 - 16:00Virtual Delivery

RoomMicrosoft Teams
Map
Event code:
SCH/22/372
Starts:
Monday 5 June 2023 09:30 - 12:30
Venue:
Worcestershire - County Hall
About this event
FOR MAINTAINED SCHOOLS ONLY

This course is aimed at school finance staff who have been using E5 for a while although new users are welcome. The aim of the course is for you to be able to find your way around E5 more efficiently and to get you to the right destination by the quickest route. We cover the main areas of E5 including – General Ledger Reporting, Order Management, Accounts Payable, Accounts Receivable & Sales Invoice Reports and Housekeeping. There are so many hints and tips that we would like to share, including how to save your favourite reports, code switch to see names of Nominals and quick access to reports and transactions.

Cost: £139 + VAT
Trainer: Lesley Brewer - Schools Finance Team
SessionSession DateSession TimeSession VenueMap
Session 1Monday 5 June 202309:30 - 12:30Worcestershire - County Hall

RoomE2-08
Map
 
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