Free Workshop: Finance Staff & Budget Holders' - Roles & Responsibilities

This workshop is aimed at schools, academies and trusts.

Understanding your key roles and responsiblities as a finance employee or budget holder is crucial for effective financial management. Here we'll cover the expectations of your role.

At the end of the workshop, you will get the chance to ask our Senior Account Manager, Vicky Butters, any questions you may have.

Please note - this course is delivered remotely via Microsoft Teams.

Course Content

• What is financial management?
• What is a budget holder?
• The key roles and responsibilites for finance staff and budget holders'
• How to monitor spend and income
• How to interpret data

Workshop Leader Profile

Vicky Butters, Senior Account Manager

Vicky has over 20 years of experience providing strategic, operational, and transactional financial management support to schools, academies, and multi-academy trusts. Vicky has extensive knowledge of school and academy finance and supports clients in many functions, including annual budget setting, medium-term plans, and forecasts.

If you have any questions about this workshop, please do not hesitate to get in touch at info@saafeducation.org. View our other free workshops and training sessions for 2022-23 listed on our Eventbrite page.