Seminars
Financial Training 2023 - For School Principals, Trustees and Administrators
Click Here To Register
South Island – Evening Sessions
6.45pm – 9.30pm (includes coffee/tea break at 8.15pm)
Christchurch – Monday 14th August 2023 – Peppers Clearwater Resort, Clearwater Avenue Northwood, Christchurch
West Coast – Tuesday 15th August 2023 – Ashley Hotel, 74 Tasman Street, Greymouth 7805
Invercargill – Tuesday 22nd August 2023 – Ascot Park Hotel, 41 Racecourse Road, Invercargill 9840
North Island – Afternoon Sessions
1.15pm – 4.00pm (includes coffee/tea break at 2.45pm)
Auckland – Monday 28th August 2023 – Best Western Ellerslie International Hotel, 2 Wilkinson Road, Ellerslie 1060
Pukekohe – Monday 11th September 2023 – Franklin Club Pukekohe, 7 East Street, Pukekohe 2120
North Shore – Monday 4th September 2023 – tba
North Island – Evening Sessions
6.45pm – 9.30pm (includes coffee/tea break at 8.15pm)
Auckland – Monday 28th August 2023 – Best Western Ellerslie International Hotel, 2 Wilkinson Road, Ellerslie 1060
North Shore – Monday 4th September 2023 – tba
For any individual Group sessions please feel free to email wendy@educationfinance.co.nz
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 25 Years