Do you want to find out more about how finance works in schools? Wondering if your school board has the right controls in place and managing your finances effectively?

Then this is the workshop for you!

This training is suitable for finance committee members or anyone who has completed Finance Part 1 and wants to learn more.

(Note: if you haven’t attended Finance Part 1, that’s okay – please read through the workbook to gain an understanding of what was covered).

You can find both resources on our Knowledge Hub here.

The Finance Part 2 workshop is focused on activity-based learning and we recommend you familiarise yourself with the contents of the supporting workbook prior to coming along. Please bring your copy of the resource to the workshop.

By the end of this workshop, you should be able to:

• List the main types of income and expenditure for schools

• Interpret financial statements and identify potential concerns
• Explain the conditions that must be met when employing staff above the school’s staffing entitlement
• Describe the mechanisms your school should have in place to ensure the accuracy of payroll reporting
• Describe the features of long-term financial planning
• Identify common areas of risk for schools and strategies that can be put in place to minimise these risks

Light refreshments will be provided.

NZSTA expects that participants will:

• Respond to a confirmation email if they will not be attending this workshop, this allows us to offer their place to the next person on the waitlist.
• Note, if sufficient numbers are not enrolled, a decision to cancel will be made 2 days prior to the event
• Actively participate in the workshop including any activities that need to be completed prior to the session (e.g., reading or research activities).
• Access relevant learning resources through the NZSTA website and/or knowledge hub prior to the workshop. There is no expectation that participants will be online during the workshop