Trading Accounts for Schools Finance |
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| Event Code | PEF 22/001 |
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| Event type | Course | ||||||
| Event categories | N/A | ||||||
| Event Summary | This course is designed for finance staff to understand the relevance and importance of Trading accounts. | ||||||
| Event description | The course will cover the relevance of trading accounts, how to produce a business plan and report it to Governors for inclusion into the annual budget. Using the Juniper trading account tools, we will demonstrate how to complete on a monthly basis the actuals against the business plan budget. We will cover how to interpret figures and report them to Governors. There will be opportunities throughout the day for delegates to ask questions. | ||||||
| Additional information | Displayed fees are subject to VAT | ||||||
| Learning outcomes | Delegates will; • gain confidence in producing and understanding a trading business plan. • gain knowledge and confidence to produce monthly profit/loss reports based on the business plan. • gain confidence in interpreting the reports and reporting them to the Governors. |
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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 | Liz Cooper | ||||||
| Admin contact | Nicole Chawasarira (nicole.chawasarira@junipereducation.org) | ||||||
