The professional development day with a focus on school finances usually starts at 9.30am and runs through to 3.30pm.

We have however arranged a special programme for Buller schools in Westport.

The seminar workshop will start at 11am and finish at 2pm. Tip sheets and notes will be provided and a lot of important detail will be covered during the day, with sessions delivered by Sandy Dunn.

The fee for the session is $130 + GST and includes a finger-food lunch. If two or more attendees from the same school register the fee is reduced to $110 + GST each.

Current and important topics to be covered include:

- Update re MOE KiwiPark and latest relevant accounting standards

- Update on fraud and best practice information

- S&S advice re systems and controls

- Payments by parents and caregivers of students in schools

- Considering the MOE grant in lieu of asking for parent donations

- Finance leases – what to consider, budgeting and reporting

- Overseas trips – reporting requirements and annual accounts

- Current school finance issues

- Xero / Monty training - options for saving time, tips and tricks

- SMS student finance batch management

- Budget tips with Monty

- Using other Xero add-ons, including HubDoc and ApprovalMax

Demonstrations – Xero or Monty

We have decided not to include demonstrations of the software in the professional development day and focus on PD topics for finance staff and Principals.

Most schools have now transitioned to Xero and Monty, or indicated when it suits them to implement. If there are schools interested in sessions to look at Xero or Monty we will schedule a time separately. Our website has two short videos that may assist. Please just let us know if you are interested.

Solutions and Services School Finances Seminar - Westport

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