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Venue Venue
Facilitator/Tutor Facilitator/Tutor
Audience Audience
Cost Cost

Budget setting for Academies (Cancelled)

Reason for cancellation Low Numbers 
Event code SCH 20/285 
Event description Setting the Budget using the Budget Planning Software 2020-21 (Demonstration, Questions and Answers) and workshop for Academies

9.30 - 16.30 Please arrive in time to ensure that your laptop is set up and internet access available by 9.15.


This full day session is for delegates at a Kent or Medway Academy school which uses FMS6 or PSF Financials and has purchased the core finance package which includes the Budget Planning Software (BPS). Any school that hasn’t completed and returned their core package agreement must do so before coming to the training.

The day will cover

• How to transfer information from the General Annual Grant (GAG) statement to the BPS.
• How to update salary information into the BPS and apply the apprenticeship levy.
• A demonstration of how to input the remainder of the 3-year budget information to the (BPS); funding, income and expenditure.
• New features of Version 10 – including revised Payroll Reconciliation and Budget Monitoring (note: the process of monitoring the school’s budget will NOT be covered. Separate training dates for monitoring the school budget are available on CPD Online).
• Time will also be dedicated to a workshop session where each school will be able to work using their own information (note: There will be insufficient time to complete a full budget on the day.
• Questions will be taken.

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.
• The “Information required for 2020-21 Budget Setting on the BPS” document must have been completed and returned to Schools Financial Services prior to attendance. This document has been sent out separately to academies as an e mail.
• Please complete where required the Budget Setting 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 academies as an email.

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.

Training objectives Benefits of attending

• Delegates will be aware of how to input and update salary information in the new Budget Planning Software.
• Delegates will be aware of how to use the Budget Planning Software for building their school’s 3-year budget using information brought along to the session.
• Delegates will have an understanding of how to set their budget to submitted status.
• Delegates will also be aware of how to input their budget into their accounting system.
• Delegates will have an understanding of the steps necessary to prepare for ongoing monitoring using the Budget Planning Software.
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
Bursar / Business Manager / Finance Officer / Headteacher
target audience
Qualification level
Aylesham Business Hub, Ackholt Road, Aylesham, Canterbury, Kent, CT3 3AJ map
Location Canterbury
Training Provider The Education People - Schools Financial Services
Admin contact SFS Admin (
Joanne Clark
Part of SLA? No
Kent LA cost
Other LA/Academy cost
Independent/PVI cost
Number of credits 0
Funding information
Start date Tuesday 31 March 2020
Times 9.30 - 16.30
Number of sessions 1