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10 am - 1 pm

This course is recommended for new Clerks with financial responsibilities who work for smaller councils with budgets below £25,000. We aim to provide step-by-step help through the end of year finance process with lots of opportunity for questions in an informal setting. The tutor is an experienced Clerk with many years of successfully managing council budgets.


Wednesday, 17 March 2021


Hosted as an online session


Sara Campbell


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

By the end of this course you will

Understand the importance of timings and how to make life easier for yourself by completing tasks throughout the year

Be clear about the specific roles/duties of the Responsible Financial Officer, Council Chairperson, Internal and External Auditors

Know what you need to do in terms of compliance with The Transparency Code (publishing particular information on your council's website)

Understand the importance of the Annual Governance & Accountability Return (AGAR), plus know how to explain variances, prepare a year-end bank reconciliation, know when to sign-off the AGAR, completion of the exemption certificate and when to advertise electors' rights.


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; if you haven't tried this technology before that's fine - we'll happily conduct a quick test session with you the day before if you like.

The average satisfaction rating for the courses held in 2020 was 99%

Feedback from our Spring 2020 courses:

Incredibly helpful course – very informative and clearly set out with good handouts​.

Very informative, it’s made me feel much more confident about the year-end process and I have easy to follow, step by step instructions to follow.

​This totally hit the spot for me. Having attended a session from another provider, which was completely chaotic and confusing, this was a breath of fresh air!

Excellent training session – lots covered but really helpful and in good depth​.


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