Clerk Training

Worcestershire County Association of Local Councils

CLERK TOOLKIT 7 : Finance -from Bookeeping to Budgets

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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