10 am - 12.30 pm

Preparing a budget is one of the most important pieces of work a Responsible Financial Officer (RFO) does. The task can be confusing and daunting but there is a method!  As part of the course we'll give you a template Excel spreadsheet to help you to present your budget clearly.

This course is recommended for new RFOs who work for small to medium-sized councils who plan to use spreadsheets to create their council's next budget.


Tuesday, 12 October 2021


Held online


Julie King


£44 for subscribers | £55 for non-subscribers - includes after-course support

Course content

  • Legal background to local council finance

  • The role of the RFO and councillors in preparation of the budget

  • When to start the budget-setting process

  • How to go about preparing a clear budget and setting the precept

  • Budget monitoring

  • The importance of internal controls and how to improve your council's internal control process

The tutor is an experienced, practising Clerk/RFO with many years of successfully managing council budgets.


We'll send you a link via email a day or two before the session is due to be held, so you can just click on the link to join in. You'll need a laptop, tablet or smartphone with a camera.

The satisfaction rating for this course held in 2021 was 100%

Feedback from our 2020 and 2021 budgeting courses:

The course was well presented and Julie has a good knowledge and background in the subject and this was evident in the course given. She was able to draw upon her experience to deliver in a practical manner which was well received. A very helpful course for me as I am new to the role.

Excellent training session, gave a very good covering of the essentials. Great presentation and facilitation, and well managed even though remote delivery. Fantastic support materials and very helpful resources - thank you!

Fantastic, I really enjoy Julie's training.

Great session, pitch was just right and got the right level of participation. From a personal level as I already had financial knowledge I found it a little basic - but the session was exactly as it said.

Informative and the templates are very useful moving forward as an example of good practice - thank you.

Fantastic, well thought out and delivered and friendly. Love these courses! Thank you so much.