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Cost Cost

Budget Monitoring for Beginners - Kent Schools - using the Budget Planning Software (BPS) 2019-20 (Cancelled)

Reason for cancellation Low Numbers 
Event code SCH 19/521 
Event description Beginners Budget Monitoring for Kent Schools - using the Budget Planning Software (BPS) 2018-19

(Demonstration, Questions and Answers) and workshop

9.30 - 16.15
Please arrive in time to ensure that your laptop is set up and internet access available by 9.15

Introduction

This full day session is for individuals who have not previously set a monitored a local authority school budget using the Budget Planning Software (BPS) and produced reports for strategic stakeholders.

The assumption will be that those attending will finance staff who use FMS6 and have purchased the core finance package which includes the Budget Planning Software.

Delegates are required to bring along the following -

• Their letter of confirmation from CPD, to confirm that a place has been booked, for that day
• Delegates are required to bring along their own laptop and power pack
• Logon details must be available on the day to log in to your computer as well as BPS
• The BPS will be web based therefore access to the internet will be required. Please note the venue will have wireless internet in the room. Without internet access you will not be able to access your school’s BPS
• Candidates should bring a memory stick with them if they do not wish to bring hard copies
• Please complete the Budget Monitoring Preparation Checklist which also provides details of information which you should bring along to the training session. This document has been sent out separately to schools as an e mail xxxx

If you do not have all the necessary information on the day and are unable to stay for the whole session a half day charge may apply

Who should attend?

Finance staff and other school staff who will be involved in making strategic decisions about the way forward for the school

Please note that we cannot accommodate more than 2 delegates per school with one laptop between them

There will be a charge of £100 per person for non-attendance if Schools Financial Services is not informed of a cancellation within the required time stated on CPD Online

Any school that hasn’t completed and returned their core package agreement must do so before coming to the training.

Please note that we cannot accommodate more than 2 delegates per school.


The session will cover

• How to use the Payroll Reconciliation function for validating payroll costs on a monthly basis
• How to import data from FMS6 to create initial figures for monitoring the schools budgets and making adjustments to inform the year end forecast amounts.
• Delegates will be aware of how some funding templates can be updated to assist with year-end forecast amounts
• Delegates will be aware of how to use the Budget Planning Software to generate both cost centre and ledger code reports suitable for various parties e.g. Head teachers and Governors
• How to recalculate a 3 year plan using the updated year end figures produced by the budget monitoring
• Time will also be dedicated to a workshop session where each school will be able to work using their own information (note: There may not be sufficient time to complete a full monitoring report on the day).
• Questions will be taken

Please direct any queries relating to your Budget Setting course using the new Budget Planning Software to the Training team telephone 03000 415 415.
 
Training objectives Benefits of attending

• Delegates will be aware of how to use the Budget PPS for validating their payroll costs on a monthly basis

• Delegates will be aware of how to import the data from FMS6 to create initial figures for monitoring the schools budgets and making adjustments to inform the year end forecast amounts

• Delegates will be aware of how some funding templates can be updated to assist with year-end forecast amounts

• Delegates will be aware of how to use the Budget Planning Software to generate both cost centre and ledger code reports suitable for various parties e.g. Head teachers and Governors

• There will be a workshop available to bring together a current monitoring report using the information brought along to the session
.


Lunch will be provided on the full day course only
 
Key stages
All image Foundation image KS1 image KS2 image KS3 image KS4 image KS5 image 14-19/24 image 
Subject areas School Finance
Target audience
Administration Officer / Bursar / Business Manager
target audience
Qualification level
Venue
MIDAS Centre - Meadowfield School, Meadowfield School, Swanstree Avenue, Sittingbourne, Kent, ME10 4NL map
venue
Location Swale
Training Provider The Education People - Schools Financial Services
Admin contact SFS Admin (sfstraining@theeducationpeople.org)
Facilitator/Tutor
Sue Lindgren
tutors
Part of SLA? No
Kent LA cost
£0.00
tutors
Other LA/Academy cost
£175.00
tutors
Independent/PVI cost
£175.00
tutors
Number of credits 0
Funding information
Start date Wednesday 26 June 2019
Times 09:30 - 16:30
Number of sessions 1