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Finance Foundations for School Leaders

Nailing the Day-to-Day Financials 



SEMINAR BRIEF 


This session is ideal for SBMs looking to strengthen their understanding of day-to-day financial operations. From budget management to financial reporting, we'll cover the essentials to help you stay compliant, efficient and accurate in your school's financial systems. Walk away with the confidence to manage your school's finances with ease.



IN THIS SEMINAR WE EXPLORE 


  • Core principles of school budgeting and financial planning. 

  • Tips for managing funds effectively in tight fiscal environments. 

  • Guidelines for maintaining financial transparency with stakeholders. 

  • Methods to track and report financial performance accurately. 

  • Approaches to optimise spending without compromising school goals. 



TAKE HOME POINTS 


Core financial management skills, compliance tips, budgeting and reporting essentials.



THIS SESSION IS FOR SCHOOL BUSINESS LEADERS WHO 

Are new to managing school finances and want to build confidence and competence in financial operations.

Rebecca Cunliffe
About the speaker:


Rebecca is an SBL currently working at the Kingsbury Special Primary School in Skelmersdale.  She has been an SBL since 2004 and has worked in multiple primary schools.  Prior to working in schools, she was an HR Manager at a large manufacturing company.  Rebecca is a committee member for LASBM and regularly presents to their members on a range of topics affecting SBLs.  In addition to her full-time role as an SBL, Rebecca is also a clerk to Governing Boards in schools ranging from small primary schools with less than 100 pupils, to large secondary schools with over 1,0000 and a special school.  Recently Rebecca has written articles for Education Executive including; how to plan your budget, shared parental leave and preparing for an Ofsted Inspection.

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