Primary Business and Operations
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Accounting and Bookkeeping Basics
Introduction
Accounting and bookkeeping are essential for the success and sustainability of any school. They involve recording, analysing, and interpreting financial transactions, providing crucial insights into the institution's financial health. Accurate accounting ensures compliance with regulations, aids in tax preparation, and supports informed decision-making on budgeting and resource management. It enhances transparency and accountability, fostering trust among parents, staff, and donors. Effective bookkeeping identifies cost-saving opportunities, optimises resource allocation, and prevents financial discrepancies. In essence, robust accounting and bookkeeping practices are the backbone of sound financial management and strategic planning for any school.
Programme Outline
In this course:
● You’ll gain a solid understanding of basic accounting
● Learn how to carry out key accounting processes, including double-entry bookkeeping
● Learn principles and reasons why financial records are kept in a particular way
● Learn hints and tips for compliant, efficient, financial record keeping
- Target audience:
- Primary
- Secondary
- Included in package:
- Primary
Contract management
Introduction
Managing contracts is no easy task for many public sector organisations. It can be difficult to put the necessary thought into effective contract management.
Programme Outline
In this course, delegates will:
● Improve their understanding of the importance and benefits of effective contract management.
● Improve their understanding of how to put arrangements in place for effective contract management.
● Hints, tips and case studies.
Facilitator: Langbrook Finance
- Target audience:
- Primary
- Secondary
- Included in package:
- Primary
Effective budgeting, planning and forecasting
Introduction
Join Yusuf Erol from Langbrook Finance, to learn about different budgeting, planning and forecasting techniques which can be used in a school or school-group environment. They will also learn how to conduct financial-performance analysis.
Programme Outline
Learn about:
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Different budgeting techniques and how they might apply to schools
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What is meant by optimisation
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Key attributes of good budgeting in schools
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Case studies, hints & tips
- Target audience:
- Secondary
- Primary
- Post 16
- Included in package:
- Primary
£108.00
(incl. VAT)How do we govern financial performance and ensure money is well spent?
Governing boards in schools, irrespective of their status, play a key role in overseeing finances. This session delves into how they fulfil core financial functions, covering planning, compliance, risk management, and fiscal responsibility. Emphasising effective financial management and benchmarking, the training aims to pinpoint areas for efficiency improvements, curbing wasteful spending for enhanced financial sustainability.
This session will focus on:
- What do governing boards do to ensure that money is being well spent?
- How do effective governing boards link their strategic development plans to a 3 year financial plan and prioritise money to invest into improvements.
- How do governors ensure robust monitoring of the annual budget, undertaking of financial health checks and manage budget reductions.
- What guidance and support is available to help governing boards and school leaders make sure money is well spent to maximise the value for improving life chances of all children.
This training is suitable for:
- Finance Committee Chairs
- School Business Managers
Facilitator: Suhal Kadir, Head of Finance, Hackney Education.
- Target audience:
- Primary
- Secondary
- Included in package:
- Governance
- Primary
£108.00
(incl. VAT)HR insights for Senior Leaders, Middle Leaders and School Business Managers
1st Session - 10th October 2024:
- Disciplinary and grievance: This session is designed to help school leaders conduct an appropriate investigation and disciplinary hearing, and understand the different sanctions that employees may be given. We will look into our policy to explore best practice and ensure procedures are fair, and consistent. You will also understand what happens when an employee raises a grievance, how to investigate and the appeals process.
2nd Session - 24th January 2025:
- Safer Recruitment and Selection: This workshop will provide an overview of how to ensure your school’s recruitment and selection processes are compliant with Keeping Children Safe in Education. The course will include a summary of the statutory guidance associated with safer recruitment and selection in schools. There will be an overview of safer recruitment and selection processes and also looking at how to carry out the correct safeguarding checks including online searches.
3rd Session -13th June 2025:
- Capability: This session will enable you to deal with under-performance issues within your school. You will learn to understand the difference between capability and conduct issues and how to deal with them informally and formally.
- Target audience:
- Primary
- Secondary
- Included in package:
- Primary
Internal Financial Controls
Introduction
Safeguarding assets is a top priority for all organisations. In a busy environment, it can be hard to give sufficient thinking to all the activities needed for a strong control environment. How do you avoid duplicate payments? How do you protect cash if you still hold and receive cash? How do you stay on top of all the equipment you have purchased? How do you prevent and detect fraud?
Programme Outline
In this course, you will learn:
- What makes a strong internal control environment
- Processes, policies and procedures
- The links with internal audit
- Practical examples and case studies
- Target audience:
- Primary
- Secondary
- Included in package:
- Primary
Structured Conversations: how to discuss children’s learning and needs
- Having a framework to guide conversations;
- A set of tools and techniques to use in communicating with parents and carers (including target setting and gaining parent/ carer support);
- And for senior leaders, an opportunity to develop a whole school approach in working in partnership with parents and carers.
- Target audience:
- Primary
- Secondary
- Included in package:
- Primary