Autumn SBM Briefing Agenda and Updates
Join the Autumn SBM Briefing to get the latest updates on Schools Finance, Apprenticeships, Fraud, Grants, Pupil Forecasts, Energy, and more. Participants include Gemma Lenton, Angela Blogg, Sharon Egan, Diana Hollis, Oliver Gill, Piers Brunning, Victoria Sarson, and others. Stay informed and engaged with important school management topics.
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Presentation Transcript
Welcome to the Autumn SBM Briefing! Please add your name and school in the Teams chat once you have joined Private: Information that contains a small amount of sensitive data which is essential to communicate with an individual but doesn t require to be sent via secure methods.
Agenda 10am 10:10am Welcome 10:10am 10:25am Apprenticeships presentation 11:05am 11:15am Schools Finance Update Gemma Lenton Angela Blogg Workforce Development Specialist Schools Finance Manager 10:25am 10:35am Fraud presentation 11:15am 11:25am Grants Update Sharon Egan Corporate Investigation Officer Diana Hollis Schools Finance Management Accountant 10:35am 10:45am Pupil Forecasts presentation 11:25am 11:35am Schools Finance Website Oliver Gill and Piers Brunning Head of Education Access and Sufficiency and School Organisation and Place Planning Manager Period 6 Budget Monitoring Asset Leasing 10:45am 11:05am Energy Update Victoria Sarson Tom Quinlan and Hoyte Swager Senior Schools Finance Officer Energy Officer and Energy and Utilities Manager 11:35am 12pm Any other business Private: Information that contains a small amount of sensitive data which is essential to communicate with an individual but doesn t require to be sent via secure methods.
Welcome Kenneth Chan SEND Finance Alex Potter Schools Finance Helpdesk Officer Nicole Wallace Gorse Ride Schools Vikki Burt The Colleton Lisa Lainsbury Lambs Lane SBM Briefing future format We would like to understand your preference for future SBM Briefings. Private: Information that contains a small amount of sensitive data which is essential to communicate with an individual but doesn t require to be sent via secure methods.
Schools Finance Update APT Modelling HNB Pressures Deficit Schools Private: Information that contains a small amount of sensitive data which is essential to communicate with an individual but doesn t require to be sent via secure methods.
SCHOOLS FINANCE WEBSITE Please bear with us whilst we making changes to the Schools Finance website. Schools Finance (wokingham.gov.uk) Current Updates School Year Timetable with dates for BM, BWO reports & imprest deadlines, Census, provisional close down etc. BM guidance notes have been reviewed and updated. Useful Contacts at WBC Imprest template https://wsh.wokingham.gov.uk/leadership-management-and-governance/schools-finance.gov.uk) Private: Information that contains a small amount of sensitive data which is essential to communicate with an individual but doesn t require to be sent via secure methods.
BUDGET MONITORING P6 submissions: The deadline for BM6 is Friday 18th October 2024 Please complete the Header Tab and columns O and S* on the detailed tab (tab with school cost centre). * A variance on any CFR line exceeding 5%, please provide an explanation in column S. Each submission should contain the BM P6 Template alongside a dummy imprest (if applicable) and the relevant school system reports (all printed on the same day) as follows: ACCESS reports required - Excel format Income and Expenditure by CFR Code Report Balance Sheet report Trial Balance report Management report Interim CFR if you are able to provide this FMS reports required Fund Review Proposed CFR I&E Report (to month 13) Private: Information that contains a small amount of sensitive data which is essential to communicate with an individual but doesn t require to be sent via secure methods.
Asset Leasing Due to some changes in the way we account for leased assets, we are now required to ask the schools to provide the value / cost of each asset on a lease as if purchased on the day the lease was signed. If you have a lease with multiple items we would need to know the cost of each single asset. As a result, I will be sending the lease asset register to you all this week, I would be grateful if you could please complete the asset costs and return back to me as soon as possible. Additionally, a reminder that all new leases should be submitted to Schools Finance (along with each individual asset cost), prior to signing for Finance can review and approve. Private: Information that contains a small amount of sensitive data which is essential to communicate with an individual but doesn t require to be sent via secure methods.
Questions? Private: Information that contains a small amount of sensitive data which is essential to communicate with an individual but doesn t require to be sent via secure methods.
