PREPARING THE BUDGET AND SETTING THE PRECEPT
Preparing a budget is one of the most important pieces of work a clerk or responsible financial officer has to do. The task can be confusing and daunting but there is a method!
This session provides practical help in turning it into a straight-forward process with lots of useful tips along the way. Hands on preparation of a budget is undertaken in stages during the course as well as discussion on monitoring the budget.
This course is recommended for all new clerks and deputies/responsible financial officers who work for small to medium-sized councils using either a cashbook or spreadsheets to manage their council's finances.
For clerks and financial officers who attend the course, there is tutor advice and support offered by email or phone for 3 months following attendance on the course.
Legal background to local council finance
The role of the responsible financial officer
When to start the budget-setting process
How to go about it and who should be involved
Identifying the responsibilities of the council
Planning for future activities
Setting the precept
The tutors are experienced clerks with many years of successfully managing council budgets.
When & where
This course last ran in October 2019. We'll plan further courses in the Autumn of 2020.
£55 includes after-course support for up to 3 months
20% discount for NPTS subscribers: £44
Average satisfaction rating in 2019 for this course was 99%.
Luisa Cantera and Julie King
Course fee includes refreshments, course handouts and a certificate.
Clerks can gain 1.5 CPD points from attending this course.