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BUDGETING FOR CLERKS & COUNCILLORS - NOV

Time:

7pm - 9pm

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.


Many councils either have a finance committee or one or two nominated councillors that assist the Responsible Financial Officer with preparing the budget each autumn for the following financial year, those councillors can also benefit from this training.


If you are new to this process or would like to pick up tips on what's required/what to look for/questions to ask during the budget-setting process, then this course is for you.

Date:

Tuesday 26 November 2024

Venue:

Held online

Tutor:

Sara Campbell

Cost:

£48 for subscribers | £60 for non-subscribers

Course content


  • When to start the budget-setting process

  • The role of the Responsible Financial Officer and councillors in preparation of the budget

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

  • Budget monitoring

  • The importance of internal controls and a councillor's role in this process


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

Notes:

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 2023 was 99%

Feedback from previous budgeting courses:

Excellent as always, Julie sure knows how to give a great training session. Informative, given enough time to ask questions, engaging, can involve all into the discussion.

Really informative and well explained. Questions were welcomed and all answered.

I gained a great deal from this session. Having previously attended a budgeting course with another provider I can say that the NPTS training was far superior with time allowed for questions and additional help offered at the end if required. Excellent.

Really useful to go through budgeting and setting the precept again as a refresher. Picked up lots of extra tips for layout and presentation to Councillors.

Really helpful, well-presented introduction to the practicalities of council budget setting.

I have gained some more insights into the financial process and now probably have more questions to ask in my council's finance committee!

Excellent. Although virtual, it worked extremely well.

Really beneficial and it has given me confidence.

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