Financial Training 2019 - For School Principals, Trustees and Administrators

This is a great opportunity for BOT Members + Staff to gain a good financial prospective of all Financial Roles.

Good practical knowledge from a Service Provider with 25 years experience working with Schools on a daily basis.

2019 Registration Form

Seminar Locations For 2019

South Island - Invercargill/Dunedin/Alexandra

Invercargill – 26th August 2019 – Ascot Park Hotel, Cnr Tay St & Racecourse Rd, Invercargill 9840

Dunedin - 27th August 2019 – Scenic Hotel Dunedin City, Cnr Princess & Dowling Streets, Dunedin 3240

Alexandra – 28th August 2019 - Community House, 14-20 Centennial Avenue, Alexandra 9320

North Island – Auckland/Napier/Whangarei/Tauranga

Auckland - 9th September 2019 - Best Western Ellerslie International Motor Inn, 2 Wilkinson Rd, Ellerslie, Auckland

Napier - 12th September 2019 –Water Bay Function Centre, 10A West Quay, Ahuriri, Napier

Whangarei - 16th September 2019 – Distinction Whangarei, 9 Riverside Drive, Whangarei

Okaihau - 17th September 2019 - Okaihau College, 58 Settlers Way, Okaihau

Tauranga - 23th September 2019 - Macys Motor Inn, Corner 11th Avenue & Edgecumbe Road, Tauranga


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

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?

Click Form Here for a 2019 Seminar Registration

For the full list of topics and registration details email


Providing Quality Personalised Accounting Services To Schools For Over 25 Years