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10 am - 12.30 pm

Preparing a budget is one of the most important pieces of work a Responsible Financial Officer (RFO) does. You've been through the process before but you want some formal training to help you to improve what you present to your council.

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


Monday, 18 October 2021


Held online


Sara Campbell


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

Course content

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

  • Sharing ideas on what attendees have prepared in previous years

  • 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 2020 was 100%

Feedback from our October 2020 budgeting courses:

Brilliant! Every Clerk needs to go on this course as they will be guaranteed to pick up something new. So many helpful hints and tips, I am actually looking forward to refreshing my budgets at all my councils!

Very useful to refresh methods and ways of presenting budgets, even though councils all have their own foibles!

Brilliant session with lots to think about considering it was virtual I would definitely recommend.

Really useful and informative. Very helpful.

Excellent content and very informative. Thank you Sara!


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