Financial Training - For School Principals, Trustees and Administrators

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Our next series of seminars will be in 2025

However, we are available to run sessions for groups of Schools or any individual Schools on request. Please feel free to email wendy@educationfinance.co.nz

Our main course is outlined below or any aspects listed can be run as specific courses individually or combined.

The Course

This extremely popular course has been reformatted and updated to cover a range of new issues facing schools. It will be presented in a clear, straightforward fashion suited to the average non accountant.

Who Should Attend?

Principals, Trustees and Administrators who will gain an insight into their role in the financial management of their school. Hundreds of Principals and Trustees have attended this course in past years, many having returned for a second or third time due to the valuable information they gained from attending.

Information

With the ever changing landscape and complexities around Schools accounting requirements it is important for all parties (ie staff and Board) to be clear on their role and what the key issues are.

We cover off aspects such as:

Financial Roles of Principal/Board Especially relevant for new Trustees

Financial Risks & Fraud What are the main risks to your school’s financial wellbeing? How to identify risks?

Monthly Reports How to present them—how to read them

Annual Accounts The key points in 5 minutes. What is your financial position?

Property Projects / Plans Understanding the link between property plan / accounts. What is cyclical Maintenance?

School “Fees”/Discretionary Grant What can we require parents to pay and what can we request as a donation? Are you breaching the law? Will you be the next school chastised in the media?

Budgets Highlighting the key area’s

Banked Staffing Reports How to read them and what is their impact on your finances? The most cost-effective way to use your staffing entitlement.

For registrations email wendy@educationfinance.co.nz or Click Here to Register

Providing Quality Personalised Accounting Services To Schools For Over 30 Years