Financial Training Seminars are finished for 2018. Should you be interested in attending a 2019 Seminar please feel free to email for details.

Financial Training 2018 - For School Principles, Trustees and Administrators

The Course

This extremely popular course has been reformatted and updated to cover a range of new issues facing schools. It will be presented in a clear, straightforward fashion suited to the average non accountant.

Who Should Attend?

Principals, Trustees and Administrators who will gain an insight into their role in the financial management of their school. Hundreds of Principals and Trustees have attended this course in past years, many having returned for a second or third time due to the valuable information they gained from attending.


With the ever changing landscape and complexities around Schools accounting requirements it is important for all parties (ie staff and Board) to be clear on their role and what the key issues are.

We cover off aspects such as:

What are the main areas of financial risk a school faces? This is a key question for BOT and Management

Financial Roles of Principal and Board. How much input should the Board have in the finances? Do you have the right balance?

Fraud.  What are the risks we should be looking for?

Monthly Reports - How to present and interpret the information.

What is your Financial Position? What the Annual Accounts tell you.

School 'fees'.  What can we insist parents pay and what is a request for donation?

Cyclical Maintenance - Understanding the link between Property Plans and Finances

Bank Staffing Reports. What impact do they have?

Seminar Locations For 2018

North Shore - 23rd August 2018 - Albany Executive Motor Inn, 15 Corinthian Dr, Albany, Auckland 0632

Auckland - 19th September 2018 - Best Western Ellerslie International Motor Inn, 2 Wilkinson Rd, Ellerslie, Auckland 1542

Hamilton - 17th September 2018 - Grosvenor Motor Inn, 165 Ulster St, Whitiora, Hamilton 3240

Palmerston North - 11th September 2018 - Cloverlea School, 55 Herbert Ave, Cloverlea, Palmerston North 4412

Wellington - 10th September 2018 - Capital Gateway Motor Inn, 1 Newlands Rd, Newlands, 6037

Gore - 14th August 2018 - East Gore School, 3 Wentworth St, East Gore, Gore 9710

Winton - 16 August 2018 - Central Southland School, Grange Street, Winton 9720


e.g. at your school, for your cluster etc

Click Here for a 2018 Seminar Registration Form

For the full list of topics and registration details email


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