Mid-term financial management refresher module 8.4
Duration: 3 hrsInvestment: $3500 incl GST per council/ $410 incl GST pp
Delivery: LVC or Face to Face
Target Audience
Council Members
Overview
This training consists of two parts:
“Financial Management – Part A” focuses on the Annual Budget and Financial Plan. The training includes:
- An explanation of the process for preparation of the Budget and Financial Plan and best practise reporting.
- Hands on detailed analysis and understanding of the Budget and Financial plan documents.
- Interpretation of financial results and communicating these to the community.
- Example checklist of officer questions.
- Explanation of the process for preparation of the quarterly Budget Review and audited Financial Report and best practise reporting.
- Hands on detailed analysis and understanding of the Budget Review and Financial Report documents.
- Interpretation of financial results and communicating these to the community.
- Example checklist of officer questions.
Key Learnings
“Financial Management – Part A”:
- An understanding of the appropriate methods for managing public funds and raising revenue from rating and other sources.
- An understanding of the process for developing the Annual Business Plan, and Budget and, updating the Financial Plan.
- The ability to read and understand the key financial planning documents.
“Financial Management – Part B”
- An understanding of financial management terminology.
- An understanding of the process for developing the quarterly Budget Review and audited Financial Report.
- Increased ability to read and understand key financial reporting documents.
This session can be purchased as part of a bundle.
Mid-term refresher BUNDLE modules 8.1-8.4
Other mid-term refresher modules include:
Mid-term council Leadership workshop refresher module 8.1
Mid-term legal refresher module 8.2
Mid-term council meetings and procedures refresher module 8.3
Facilitator
Mark Davies is a Chartered Accountant with over 30 years’ experience spanning across both the private and public sectors. His career includes experience as a Senior Audit Manager and Principal Consultant with PWC to serving as Chief Financial Officer, General Manager Corporate Services and Chief Executive Officer in councils.
Mark has co-designed and delivered strategic and financial management training to Elected Members for the Municipal Association of Victoria and has worked on the integrated strategic management framework in South Australia. He has a long history of providing accessible financial management training to elected members and officers and enjoys demystifying financial terminology and building confidence.
Additional Information
Interested in having this program brought ‘In-House’ to your council?
Request an ‘In-house eQuote’.
For further information about the content of this program, please contact LGA Training on 8224 2000 or at training@lga.sa.gov.au.
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