2019 Finance for Non-Finance Managers Universities, Colleges, Charities & Schools 1 Day

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2019 Finance for Non-Finance Managers Universities, Colleges, Charities & Schools 1 Day
11 Jul 2019 WS8142 £490 London Grosvenor Hotel Information on this event   Book for this date
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Finance for Non-Finance Managers and Directors in Schools, Colleges, Universities and Charities Course

Chartered Management Institute Recognised Training Centre for Manager and Director Training Courses.

Delegate Comments on the Finance for Non-Finance Managers in Schools, Colleges, Universities and Charities Course

'Course leader had excellent subject knowledge and covered a large amount of information.' Edward Rees – Headmaster, Hornby House School

'I enjoyed the course. The background knowledge is invaluable. I am now in a position to question my Finance Directors with some degree of confidence.' James Mitchell, Deputy Head Teacher, The Gilberd School

'I really enjoyed the course and learnt a lot.' Finance Officer, A large primary school

'Really well pitched. Lots of food for thought.' Grant McAllister – Service Director, SSERC

'High level and very useful.' Elliott Gathercole – Senior Manager, London Nightline

'An absolutely brilliant training session on finance for non-financial managers. It was the best training course I’ve ever attended.' Charlotte Sansom – Senior PR Manager, DWF LLP


Finance for Non-Finance Managers in Schools, Colleges, Universities and Charities Course Overview

This course is specifically designed for executives from Schools, Colleges, Universities and Charities.  The course is being constantly updated to always contain the latest financial issues and includes information on financial matters that have only come into force in 2015.  In particular it includes the impact of SORP 2015 and FRS 102, which are the latest relevant accounting standards.  This course places a great emphasis on hands-on case studies, where attendees get the opportunity for frequent practice to reinforce the skills and knowledge learned and really to integrate them into their core knowledge and skill set, so that their future use becomes instinctive and automatic.

This course will provide the essential knowledge of those key financial management issues and concepts that are needed by successful Managers, Executives, Directors, Trustees and Consultants in order to provide the best possible service to their organisations and to remain ahead of their fellow professionals.  The increasingly complex and fast moving world of today, with its very flat management structures, requires a firm grasp and an in depth understanding of a whole range of financial concepts and skills.

The completion of this course will provide a good grasp of the key elements of Management Accounts and Statutory Financial Accounts. It will also provide a sound theoretical financial knowledge base upon which to build and acquire new and more advanced financial management skills. The theoretical knowledge will be reinforced by hands-on case studies.

Attendees will become highly skilled at reading and understanding Income and Expenditure accounts, as well as company Balance Sheets and Profit & Loss Accounts.  You will be able to identify and understand the reasons for the key differences between company accounts and charity accounts. You will become more involved with all types of financial discussions within your organisation. You will be more confident and comfortable when communicating with financial managers, directors, trustees, investors, suppliers and key clients.

There will be numerous case studies based around real published accounts of Schools, Colleges and Charities.

Finance for Non-Finance Managers in Schools, Colleges, Universities and Charities Course Content

Charities Commission

Charity, College, University and School Financial Statements

Accounting and the Law

Income Surplus and Treatment of Reserves

SORP 2015, FRS17 and FRS 102

Using Key Ratios to Analyse Accounts and to Support Investment Decisions

Working Capital Management and Cash Flows

Depreciation and Amortisation of Assets and liabilities

Costing and the Impact of Costing Assumptions on Business Decisions

Corporate Financial Statements

Other Financial Factors and their Influence on Decision Making

Learning Objectives

This one day course enables participants to understand better, the key attributes and approaches that underpin a strategic and tactical financial approach to management and help to develop the key skills and styles that will allow participants to be more effective when adopting and applying a structured methodological decision making approach to management.

By the end of this training course participants will be better able to:

Who will benefit from attending this training?

General Managers, Board Directors, Trustees, Company Directors, Department Heads, Sales Managers, Marketing Managers, Administration Managers, Human Resources Managers, Purchasing Managers, IT Managers, Budget Holders, Production Managers, Technical Managers, Facilities Managers, Site Managers, Property Managers, Advertising Managers, Media Managers, Medical Managers, Charity Heads, Charity Managers, Medical Services Managers, Communications Managers, Logistics Managers, and any other managers or executives interested in improving their financial skills and knowledge for the benefit of their organisation and their personal career development.

Course Leader

The Course Leader is a Fellow of the Institute of Chartered Accountants of England and Wales, an FCA, and a Chartered Director; the Board Director qualification awarded by the Institute of Directors.  He is also a Fellow of the Institute of Consulting, , a Fellow of the Institute of Directors and a former Councillor. He serves on the Thames Valley Board of the Chartered Management Institute and the Accreditation and Standards Committee of the Institute of Directors. and the Institute of Directors. He sits on the Thames Valley Board of the Chartered Management Institute. He also delivers a similar course to the clients of the Chartered Management Institute.

He has over 30 years of successful UK and International experience, including 7 years as the Finance Director and then the Chief Executive of a Plc, as well as 13 years with KPMG Management Consulting, IBM and Arthur Andersen. 

His delivery style is dynamic, approachable and highly engaging, enabling him to deliver a workshop that you will remember and enjoy.

Delegate Comments on the Finance for Non-Finance Managers in Schools, Colleges, Universities and Charities Course

'An absolutely brilliant training session on finance for non-financial managers. It was the best training course I’ve ever attended.'
Charlotte Sansom – Senior PR Manager, DWF LLP

'Tremendous course.  Course leader was extremely impressive and knowledgeable.'
Lydia Fairfax - Vice President, Legal, Discovery Communications

'Excellent course.  Knowledgeable course leader provided us with all the essential details that a non-finance manager needs to approach financial analysis, backed up with insightful comments and examples, resulting in delegates taking away practical and readily applicable skills.'
Operations Manager of a large logistics and storage company

'A great course …...  I’ve recommended this internally.'
Director of a large practice of chartered surveyors

An excellent course.'
Catherine Lewis – Vice Principal, Corporate Services, NPTC Group

'I found the analysis of real companies particularly helpful.'
Alison Biegel, Operations Manager, Anglia Tours Limited

'I would recommend this course – Enjoyed the course'
Peter Crosby – Briton Price Limited

'Very interesting, very comprehensive and flexible'
Bryony Lester – Superstat Limited

'Tutor was extremely knowledgeable'
Lorraine Nicholson – Access Training

'Very good, many thanks'
Robert Leach – Mosdorfor CCL Systems Limited

'I would recommend this course'
Ben Rowles – CSE Education Systems

'Comprehensive look at accounts, budgets and cash flows.'
Commercial Manager, Signpost Ltd

'Good information for an overall view on finance'
Manpreet Bhella – Care Training East Midlands Limited

'Very interesting – Superb overview'
Mark Barfield – British Triathlon Federation

Other Finance and Accounts Related Training

The Role of the Director and the Board

Strategic Management

Internal Staff Training and Development

This training workshop, along with most of our other best practice training workshops, can be delivered as an internal training course at your premises. Even with groups as small as 6-8 delegates, the course fees per person for internal training workshops can be lower than for open events. The potential savings are even greater, if the travel time and the travel costs of the delegates are included.

Running training workshops internally is very convenient and it allows the participants to explore how key issues will impact on them and their organization. Then as a team they can begin to agree upon a development action plan, with priorities. This approach is favoured by many of our clients as it combines a high quality service with excellent value for money and is a highly effective route for staff development.

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Certificates of Professional Development.

This course is recognised for CPD purposes by most professional institutes and associations including the Law Society, the CIM, the CMI, the ICAEW, the Institute of Learning and the CIPD. Formal Certificates of Professional Development will be issued by email to participants who successfully complete this course. These certificates will enable participants to evidence the update of their CPD records. The workshop will consider how to best apply the knowledge gained by the delegates upon their return to the workplace. This element of the programme is designed to maximise the benefits of attending and enable participants to make valued judgments when recording CPD activities