Financial Management 201

overview

This stress-busting course leads on from our foundation module and builds understanding of Audit, Cyclical Maintenance, Capital Expenditure, Depreciation, Devolved Budgets –  all explained simply.  

Content outline

Key topics addressed include:

  • Legal obligations – primary and secondary principals 

  • Property Occupancy Document/Integration Agreements  

  • Infrastructure – ongoing and Cyclical Maintenance  

  • Board responsibilities 

  • Board activity cycle 

  • Annual reporting requirements 

  • Annual reporting timeline 

career stage target

Developing, beginning and aspiring Principals, both primary and secondary, and optionally their presiding Board member

Method of Delivery

Our workshops are delivered in person, either face-to-face or online.

They may be taken individually, or as part of a 3-module course over 12-months:

Term 1: Financial Management 101

Term 2: Financial Management 201 OR Building Financial Strength in Secondary Schools

Term 3: Budget Setting 101

The 3-module courses will be run regionally for participant cohorts in Christchurch, Wellington and Auckland.

presenters

Sessions are led by experienced principals Paul Wright and Richard Thornton and our school accounting practice leaders. Our comfort in different cultural contexts and willingness to meet in the evenings has been appreciated.

dates & times

Course dates and times will be arranged to suit participant availability.