Trading Accounts for Schools & Academies Finance |
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| Event Code | PEF 23/004 |
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| Event type | Course | ||||||
| Event categories | Business Management | ||||||
| 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 the governing body for inclusion in 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/trustees. There will be opportunities throughout the session 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 | Nicole Ramsay | ||||||
| Admin contact | Nicole Chawasarira (nicole.chawasarira@junipereducation.org) | ||||||
