CLERK TOOLKIT 7 : Finance -from Bookeeping to Budgets

Basic finance admin including financial regulations, book-keeping, spreadsheets, local council accounting software, payment of invoices, petty cash, VAT, PAYE, Pensions, online banking, budgets & budget comparison. Use of contracts, why they are needed & what for; use of purchase orders and receipt books. Identify the RFO, review financial regulations & controls, risk management & assessment procedures.

For those intending to complete the CiLCA qualification

this session is particularly relevant to LO's 5, 12, 14, 15, 17, 18, 19

Earn: 1.5 CPD Points
PLEASE ENSURE YOU HAVE THE AGREEMENT OF YOUR COUNCIL TO PAY THE COURSE FEE

Please read Full terms and conditions of registration

Event Information

Event Date	Tue 13 Jun 2023 9:30
Event End Date	Tue 13 Jun 2023 12:00
Cut off date	Mon 12 Jun 2023 8:00
Capacity	10
Registered	3
Available Place	7
Individual Price	Members £30
Speaker	Gill Lungley
Location	Zoom
Categories	Clerk Events & Training

Further Details

	The session will cover Self-management - identify how we work; could we work smarter re office set-up, placing of telephone, filing cabinets, use of IT and e-storage Review the "clerk's year" and establish an annual programme of work including asset review and control. Check the council’s publication scheme & relevant Transparency Code. Review the council’s Document Retention and Disposal Policy, ie what to record, copy & keep, archive access, computer back-ups to comply with both Freedom of Information Act (FoI) and General Data Protection Regulation (GDPR). List of essential paperwork and documents all councils need (the most useful clerks handout ever!)
Cancellations	Any delegate cancellations must be received in writing 5 days before the event for a full refund of the fee. Substitute delegate(s) may be named at any time up to the event.
Terms and Conditions of Registration	Please read https://worcscalc.org.uk/events/terms-of-booking

Registration closed

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Clerk Training

Worcestershire County Association of Local Councils

CLERK TOOLKIT 7 : Finance -from Bookeeping to Budgets

For those intending to complete the CiLCA qualification

Event Information

Further Details

The session will cover

Any delegate cancellations

Please read

Clerk Training

Worcestershire County Association of Local Councils

CLERK TOOLKIT 7 : Finance -from Bookeeping to Budgets

For those intending to complete the CiLCA qualification

Event Information

Further Details

The session will cover

Any delegate cancellations

Please read

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