Education Finance Support - Training Programme 2019/20 - Juniper Education
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Education Finance Support Training Programme 2019/20
Education Finance Support Training Schedule 2019/20
Course Date Time Location
We offer a wide selection of high quality courses designed to address current issues and
Accounting for Schools 21-Jan-20 09:30-16:00 Notley Discovery centre
developments in the changing world of schools’ finance for local authority (LA) maintained
Cashflow Management 14-May-19 09:30-12:30 Hamptons, Chelmsford
schools and academies.
Trading Accounts 07-Mar-19 09:30-12:30 Wickford CLC
Budget Planning for Academies 10-Mar-20 09:30-16:00 Hamptons, Chelmsford
The information given is in accordance with current regulations, legislation and recommended Forward Financial Planning for Schools 24-Apr-19 09:30-16:00 Cressing Temple
best practice. Each course is delivered by experienced Finance Consultants from Education Forward Financial Planning for Academies 21-May-19 09:30-16:00 Wickford CLC
Finance Support at venues around the county, using current finance tools developed for schools Effective Finance reporting 11-Jun-19 09:30-12:30 Jobserve Community Stadium, Colchester
and academies. Benefits of Benchmarking 02-Jul-19 09:30-12:30 Essex Outdoor Centre, Danbury
Accounting for Academies and year end procedures 09-Jul-19 09:30-16:00 Essex Outdoor Centre, Danbury
Full descriptions of all the courses are detailed on the following pages. Additional courses may Finance Administration 17-Sep-19 09:30-16:00 Hamptons, Chelmsford
become available during the year, please look out for notification under the EES for Schools’ Internal Controls 24-Sep-19 09:30-12:30 Wickford CLC
Budget Planning for Schools 03-Dec-19 09:30-16:00 Hamptons, Chelmsford
section of the Education Essex Newsletter, on the training page of our website and course flyers.
Headteacher/Senior Leader Training
Module 1: Financial Regulations 08-Oct-19 09:00 -12:30
We also run our regular Financial Information Networking Sessions (“FINS”).
Module 2: Roles & Responsibilities 12-Nov-19 09:00 -12:30
Module 3: Funding & Income 10-Dec-19 09:00 -12:30 All held at
If you cannot find exactly what you are looking for, we can provide a bespoke on-site training Hamptons Sports & Leisure, Chelmsford
Module 4: Budget Planning & Monitoring 04-Feb-20 09:00 -12:30
session to suit your specific requirements. Module 5: Forward Financial Planning 12-May-20 09:00 -12:30
Module 6: Benchmarking & Internal Controls 16-Jun-20 09:00 -12:30
Please book all courses & FINS sessions through EEScpdportal.org.
Please note: delegates may arrive up to 30 minutes before the scheduled start times for tea/ Wickford CLC – Grange Avenue, Wickford, SS12 0LZ
coffee. Full day sessions will include lunch. Jobserve Community Stadium – United Way, Colchester CO4 5UP
Training Notley Discovery Centre – Notley Country Park, Braintree CM77 7FS
Essex Outdoors Centre – Well Lane, Danbury, Essex, CM3 4AB
Venues Cressing Temple Barns – Cressing Temple, Witham Road, Braintree, CM77 8PD
Zinc Arts Centre – High Street, Chipping Ongar, Essex, CM5 0AD
Hamptons, Tydemans, Behhive Lane, Chelmsford, CM2 9FH
2 3
Academy Successful Budget Planning Forward Financial Planning for Academies
and Monitoring
Course Description Course Description
This computer based course is designed for Academy Finance Staff and aims to give an overview of This computer based course is designed for Academy Finance Staff who prepare, or assist with
the processes involved in budget planning and budget monitoring as well as raising awareness of preparing, multi-year budgets.
the reporting responsibilities both internally and externally.
The aim is to introduce delegates to the theory behind forward planning as well as providing the
The course covers different funding sources and explains how to understand the General Annual practical skills to produce and maintain a forward financial plan, using the most up to date tools
Grant Statement, as well as focusing on methods of budgeting, the budget & financial cycle and available. You will also be advised on how the forward financial plan should link to the School
effective ways of monitoring the budget during the year, including reporting to governors. Development Plan and discuss reporting requirements.
Date Venue Time Code This is a largely practical course. Each delegate will work on their own academy’s forward financial
Tuesday 10 March 2020 Hamptons, Chelmsford 09:30 - 16:00 PEF 19/015 plan with assistance from the experts on hand.
On successful completion of this course delegates would be advised to Information relating to your own academy will be required; full details on what to bring will be
What next? futher their training by attending the Cashflow, Catering Trading Accounts provided before the course.
and the Forward Financial Planning for Academies courses.
Date Venue Time Code
Tuesday 21 May 2019 Wickford CLC 09:30 - 16:00 PEF 19/005
On successful completion of this course delegates would be advised to
What next? futher their training by attending the Cashflow, Catering Trading Accounts
and Budget Planning.
4 5
Cashflow Management Finance Administration
Course Description Course Description
This half-day course will look at cashflow forecasting and reporting for your school or academy, as Finance Officers within a school or academy need a diverse range of financial knowledge, including
well as helping you to understand the benefits behind completing and regularly updating a cashflow. financial regulations, internal controls, financial administration, funding and reporting requirements.
The session will include hands on activities and the opportunity to interact with our expert tutors.
This one day course will provide the information needed to help them understand the background of
At the end of this course you will be able to complete a cashflow and understand the reasons behind school or academy finance and administration, and to understand their roles and responsibilities.
cashflow reporting.
The day will include hands on activities, to enable a better understanding, and there will be
Date Venue Time Code opportunities throughout the day for delegates to ask questions.
Tuesday 14 May 2019 Hamptons, Chelmsford 09:30 - 12:30 PEF 19/003
Date Venue Time Code
Tuesday 17 September 2019 Hamptons, Chelmsford 09:30 - 16:00 PEF 19/006
On completion of this course, delegates would be advised to further their
What next? training by attending the Effective Finance Reporting course.
On completion of this course, new finance officers are advised to attend
What next? the Successful Budget Planning and Monitoring course and the Forward
Financial Planning course, and Cashflow and Trading.
6 7
Effective Finance Reporting Budget Planning for Schools
Course Description Course Description
The course is designed for finance staff in both local authority maintained schools and This computer based course is designed for school finance staff and aims to give an overview of the
academies. The aim is to demonstrate what information should be used when reporting to processes involved in budget planning and monitoring as well as raising awareness of the reporting
headteachers, governors and budget holders in order to clearly explain the school’s/academy’s responsibilities both internally and externally.
current financial position.
The course covers different funding sources and explains how to understand the S251 budget
Course content includes: statement, as well as focusing on methods of budgeting, the budget & financial cycle and effective
ways of monitoring the budget during the year, including reporting to governors and the local
• What to report to headteachers and governors • How best to present the information authority reporting requirements.
• System generated reports • Budget holder reporting
• Estimating the carry forward • Control accounts Date Venue Time Code
• Relevance to Internal Control regulations Tuesday 3 December 2019 Hamptons, Chelmsford 09:30 - 16:00 PEF 19/002
Date Venue Time Code On successful completion of this course delegates would be advised to
Tuesday 11 June 2019 Jobserve Community Stadium, 09:30 - 12:30 PEF 19/004 What next? further their training by attending the Cashflow, Catering Trading Accounts
Colchester
and the Forward Financial Planning for Schools courses.
You will leave this course with the ability to produce reports that clearly
What next? explain the school’s/academy’s financial position and the confidence to
present these to your headteacher, governors/trustees and budget holders.
8 9
Forward Financial Planning for Accounting for Academies and Year-end
LA Maintained Schools Procedures
Course Description Course Description
This computer based course is designed for school finance staff or headteachers who prepare or This course is designed as an invaluable introduction for finance staff from academies, and schools
assist with preparing multi-year budgets. that may be converting to academy status, to better understand their year-end accounts and
financial statements. The aim is to enable delegates to understand key finance terminology and
The aim is to introduce delegates to the theory behind forward planning as well as providing the double entry accounting.
practical skills to produce and maintain a forward financial plan, using the most up to date tools
available. This full day course will be very much hands-on, with structured examples and explanations,
followed by practical questions to work through to help embed the knowledge. The course is not
You will also be advised on how the forward financial plan should link to the School Development intended to be fast-paced and candidates do not have to have any prior accounting knowledge.
Plan and discuss reporting requirements for the Schools Financial Value Standard (SFVS).
Course content includes: T Accounts, Control Accounts, Trial Balance, Accounting for Assets,
This is a largely practical course. Each delegate will work on their own school’s forward financial plan Depreciation, Income Statements (Profit and Loss) and Balance Sheets.
with assistance from the experts on hand. Information relating to your own school will be required;
full details on what to bring will be provided before the course. Date Venue Time Code
Tuesday 9 July 2019 Essex Outdoors, Danbury 09:30 - 16:00 PEF 19/014
Date Venue Time Code
Tuesday 24 April 2019 Cressing Temple, Braintree 09:30 - 16:00 PEF 19/017 There will be lots of opportunities throughout the day for delegates to ask questions.
On successful completion of this course delegates would be advised to
What next? further their training by attending the Benchmarking course in order to
produce comparators for your historic spending patterns.
10 11
Internal Controls for Schools and Academies Benefits of Benchmarking
Course Description Course Description
Internal control is a critical element of a school’s/academy’s approach to financial accountability. This computer based course is designed for school/academy finance staff and aims to give an
overview of the processes involved in benchmarking and how to report to governors/trustees.
Good systems of internal control have a framework of checks which help to ensure that the preparation
and presentation of accounting information is accurate and relevant. A robust framework of internal Course content includes:
control will help to reduce the risk of fraud occurring and ensure that assets are safeguarded.
• reasons behind benchmarking and why it is important
This half-day course is designed for finance staff, senior leadership and governors in both local • how to interpret the data
authority maintained schools and academies. It is intended to be thought provoking and will help • guidance on presenting the data to governors/trustees.
delegates assess whether suitable and adequate controls exist in their own school/academy.
Delegates will be able to access their own school’s/academy’s data via the benchmarking website
Course content includes: and begin the process of collating the data needed for their reports.
• Principles of Segregation of Duties • Delegation, Authorisation and Approval Benchmarking is a key element within the Schools Financial Value Standard and is recommended
• Adequate Process Audit Trails • Physical Controls best practice for establishing financial efficiency.
• Connected Party Relationships
Date Venue Time Code
Tuesday 2 July 2019 Essex Outdoors, Danbury 09:30 - 12:30 PEF 19/016
Date Venue Time Code
Tuesday 24 September 2019 Wickford CLC 09:30 - 12:30 PEF 19/007
12 13
Accounting for LA Maintained Schools
Course Description
This course is designed as an invaluable introduction for finance staff from LA maintained schools,
to better understand their Summary Trial balance, Control Account reconciliations and year-end
returns. The aim is to enable delegates to understand key finance terminology and double entry
accounting.
This full day course will be very much hands-on, with structured examples and explanations,
followed by practical questions to work through to help embed the knowledge. The course is not
intended to be fast-paced and candidates do not have to have any prior accounting knowledge.
Course content includes: T Accounts, Control Accounts and the Trial Balance.
Date Venue Time Code
Tuesday 21 January 2020 Notley Discovery Centre, 09:30 - 16:00 PEF 19/018
Braintree
14 15
Finance Modular Training for Headteachers &
Module 1 | Financial Regulations
Senior Leaders
This series of modules is aimed at headteachers, deputy and assistant headteachers, from This module aims to help delegates understand how their individual Financial Regulations define the
schools or academies. The content of each module is updated to reflect current legislation and internal control environment in their school or academy. The module will include practical examples of
recommended best practice and is designed to follow the financial cycle throughout the management checks that a headteacher or senior leader would need to complete.
academic year. All modules include practical examples to help delegates understand financial
information presented to them. Course content includes:
Delegates may choose to attend the whole series, which is recommended for newly appointed • Financial Regulations
headteachers/senior leaders, or select relevant modules. Experienced headteachers may find • Scheme of Delegation
individual modules useful as a refresher course. • Management Checks
You will leave this course with a level of understanding of financial regulations that enables you to
Module 1 Financial Regulations mitigate financial risk arising from mistakes, poor financial decision making and fraud. These are key
Module 2 Roles & Responsibilities elements of the SFVS / FMGS.
Module 3 Funding & Income
Module 4 Budget Planning & Monitoring Date Venue Time Code
Module 5 Forward Financial Planning Tuesday 8 October 2019 Hamptons, Chelmsford 09:00 - 12:30 PEF 19/008
Module 6 Benchmarking & Internal Controls
All courses are held at Hamptons, Chelmsford.
16 17
Module 2 | Roles & Responsibilities Module 3 | Funding & Income
This module looks at the roles of the Finance Officer, Senior Leadership team and Governors/ This module aims to help delegates to understand the complexities of school and academy funding.
Trustees in the running of your school/academy, as well as covering the financial cycle and key
financial returns. Course content includes:
Course content includes: • Explanation of the S251 /ESFA Budget Statement
• Review of delegates own funding statement
• Annual Financial Cycle • Calculations of other pupil led funding
• Statutory Returns Timetable • Income Generation
• Role of the Finance Officer
You will leave this course with the confidence to assess the school’s delegated income, an under-
You will leave this course understanding the roles and responsibilities within your organisation as standing of how the delegated income is calculated, and ideas for income generation.
well as with the confidence to monitor the submission of key financial returns.
Date Venue Time Code
Date Venue Time Code Tuesday 10 December 2019 Hamptons, Chelmsford 09:00 - 12:30 PEF 19/010
Tuesday 12 November 2019 Hamptons, Chelmsford 09:00 - 12:30 PEF 19/009
18 19Module 4 | Budget Planning & Monitoring Module 5 | Forward Financial Planning
This computer-based module aims to guide delegates through the budget-setting process and intro- This module aims to assist delegates with their understanding of preparing multi-year budgets to
duces relevant financial tools that are available to assist them in confidently setting a budget. This ensure that current levels of expenditure are sustainable and that longer term resource decisions
module will also help delegates effectively monitor their school/academy budget and interpret the can be made with confidence.
system generated reports.
Course content includes:
Course content includes:
• Theory of Forward Planning
• Budget Setting and Finance Tools • Sustainability of Expenditure
• Interpreting System Generated Reports • Long Term Resource Management
• Reporting to Governors: What to Present and Frequency • Relevance to SFVS / FMGS
• Reporting to Local Authority/ESFA • Practical Skills
You will leave this course with an in-depth knowledge of why financial budgeting is important within You will leave this course with the practical skills and confidence, interpret and maintain a three
a school and how it can be achieved in a realistic manner, as well as having the necessary skills to year financial plan.
monitor budgets and confidently report on the school’s financial position.
Date Venue Time Code Date Venue Time Code
Tuesday 4 February 2020 Hamptons, Chelmsford 09:00 - 12:30 PEF 19/011 Tuesday 12 May 2020 Hamptons, Chelmsford 09.00 - 12:30 PEF 19/012
20 21Module 6 | Benchmarking & Internal Controls Finance Information Networking Sessions (FINS)
This final module introduces the concept of financial benchmarking and also aims to provide Finance Information Networking Sessions (FINS) are usually held twice a year, spring & autumn, at a
delegates with information relating to internal financial controls and procedures which are vital range of convenient and accessible venues around the county. Where there is sufficient information to
for fraud prevention. impart, a summer FINS will be arranged.
Course content includes: These lively and interactive sessions are intended for school / academy finance staff at all levels,
finance officer to business manager, and provide a wealth of useful and topical information in the
• Financial Benchmarking Process school finance arena.
• Benefits of Comparing Individual Financial Information with National and Local Comparators
• Internal Financial Control Procedures Alongside the information gathering aspects of these sessions, there is also an opportunity for finance
• Risk Management staff to informally network with colleagues before the presentation, enabling individuals to share ideas
and seek solutions to problems over a coffee.
You will leave the course with the confidence to complete benchmarking activities, and interpret the
findings, as well as understanding your responsibilities in relation to internal controls and how to Dates and venues are advertised in the Education Essex Newsletter and on the FINS page of our
monitor them. website, EESforschools.org/finance.
Date Venue Time Code
Tuesday 16 June 2020 Hamptons, Chelmsford 09:00 - 12:30 PEF 19/013
22 23Bespoke Governor Training Terms and Conditions
We can deliver tailor-made finance trainings sessions for your governing body, whether school or Cancellations may be made via the booking website. For bespoke courses or FINS, cancellation
academy, to be delivered on your premises at times to suit you, including evenings.* must be made in writing or by email.
Examples of previous sessions are: Cancellations received at least four weeks prior to the event will be fully refunded, any received
after this deadline will be charged the full course fee. Schools are free to send an alternative
• Introduction to Finance delegate.
• Report Interpretation and Budget Monitoring
• Roles and Responsibilities We may have to cancel courses at short notice as a result of unforeseen circumstances. We
• Benchmarking reserve the right to cancel or re-schedule an event at any time. We will always try to inform
• Changes in structure when converting to academy or joining a MAT delegates of any changes as soon as we are aware of them.
Please email support.efs@essex.gov.uk for further details or phone 0333 013 9832 to discuss EES for Schools reserves the right to cancel the session without liability; if this happens, the fee
requirements. will be refunded in full.
*Subject to additional charges. Information provided/discussed during the course/session, including notes provided, will be
to the best of the organiser’s knowledge but delegates must check before taking any action as a
result. We will not accept any legal liability.
Any notes provided to delegates are copyrighted to EES for Schools and must not be reproduced.
Neither Education Finance Support, EES for Schools, Essex County Council, their employees nor
consultants can accept responsibility for delegates’ actions, or those of other people reading the
notes or interpreting the notes in litigation; or responsibility for any loss incurred as a result of
relying on the training or the notes.
Book online at EEScpdportal.org.
24 25This information is issued by EES for Schools.
We provide a range of world-class school support services in the following areas:
• China Educational Links
• Education Advisers
• Education Finance Support
• Education HR
• Education Visits
• Governance and Clerking
• SE+
• School Library Service
• Target Tracker
• Training and Development
EES for Schools
Seax House, Victoria Road South, Chelmsford, CM1 1QH
T: 0345 200 8600
E: enquiries@EESforschools.org
W: EESforschools.org
t: @EESforSchools
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