Budget Planning for Academy Finance |
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| Event Code | PEF 24/001 |
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| Event type | Course | ||||||
| Event categories | Business Management | ||||||
| Event Summary | This course is designed for academy finance staff and aims to give an overview of the processes involved in budget planning and monitoring, and to raise awareness of reporting responsibilities both internally and externally. | ||||||
| Event description | The course covers different funding sources and explains how to understand the GAG Statement. We will be focusing on the methods and processes of budgeting, and effective ways of monitoring the budget during the year, including reporting to governors and Trustees. There will be a demonstrationusing Juniper spreadsheets to help embed your understanding of staffing calculations and budget planning. Despite being delivered remotely using Microsoft Teams, there will be plenty of opportunity for questions or sharing information throughout the course. |
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| Additional information | Please have a copy of your current GAG statement with you. Remote delivery using Microsoft Teams. Displayed fees are priced per delegate and are subject to VAT |
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| Learning outcomes | To provide an understanding of how the academy is funded, why we budget. You will leave this course with the confidence in preparing the budget, and reporting to trustees, including monthly budget monitoring reports. |
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| Subject Areas | Finance | ||||||
| Key Stages |
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| Type of school | Infant / Junior / Primary / Secondary / Special | ||||||
| Target Audience |
Office staff
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| Event costs |
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| Trainers | Nicole Ramsay | ||||||
| Admin contact | Vicki Vidler (vicki.vidler@junipereducation.org) | ||||||
