Budget setting for Academies

Event code SCH 21/572 
Event description Academies Budget Setting using the Budget Planning Software
(Demonstration, Questions and Answers) for Academies

9.30 - 15.00

This session will run as a gotowebinar session.
Confirmed delegates will be e-mailed the link 24 hours prior to the session. You will need to register to receive the link to the webinar.


This 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 session will cover

• How to transfer information from the General Annual Grant (GAG) statement to the BPS.
• How to update salary information into the BPS.
• A demonstration of how to input the remainder of the 3-year budget information to the (BPS), funding, income and expenditure.
• New features in the BPS (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).
• Questions will be taken.

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

Cancellation Charge:

Please note there is a cancellation charge of £15 for non-attendance or less than 48 hours notice of non-attendance.

Training objectives Benefits of attending the webinar

• 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
GoToWebinar, use own computer, XXXX XXX
Location Maidstone
Training Provider The Education People - Schools Financial Services
Admin contact SFS Admin (sfstraining@theeducationpeople.org)
Joanne Clark / Debra Endcott / Matthew Stearn
Part of SLA? No
Kent LA cost
Other LA/Academy cost
Independent/PVI cost
Number of credits 0
Funding information
Start date Wednesday 21 April 2021
Times 9.30 - 15:00
Number of sessions 1