Clerk's Toolkit: Finance - Budgets & Audit

Clerk's Toolkit: Finance - Budgets & Audit

Tuesday 17th April 2018

Studley Parish Council

The Village Hall, High Street, Studley, B80 7HJ

9.30am – 12 noon

Registration from 9am

12 bite-sized sessions covering all the basics of the clerk’s role

This session will concentrate on:

  • Budget Preparation - two stages during the year
  • Preparing an action plan for the year through to precept demand
  • Review of audit process (ongoing throughout the year, steps up to end of financial year, timeliness over July)
  • Transparency Code - what is required
  • Treatment of reserves
Over 12 sessions we intend to give a complete grounding in the work of a parish clerk.  Each of the sessions are stand-alone but also build on each other and clerks can attend as many or as few as required.

This session will accrue 1 CPD point

The sessions will be led by Gill Lungley 

Gill holds a BA (Hons) in Business Studies, and started working for parish councils in 1991 and gaining the Cert. HE Local Policy Studies from Cheltenham and Gloucester in 1995 and a BTec in similar subject from Worcester College.  Then, because Gill loves the subject and wanted to share it with a wider audience she took the PTLLS qualification (Preparing to Teach in the Lifelong Learning Sector) in 2009.

Gill has worked for one PC for 11 years, then took a break of 3 years before returning to clerking and have now worked for another 6 councils ranging in size from electorates of more than 5,000 to less than 400.

She has represented Worcestershire as county representative at SLCC’s NEC and is a member of the Institute of Local Council Management, which means that she keeps up to date with personal training and CPD.  Currently Gill works part-time for two parish councils as well as delivering CALC training.


  • £15.00 per event for officers from member councils with a budgeted income of over £6,000
  • £10.00 per event for officers from member councils with a budget of £6,000 or less
  • £50.00 per delegate for non-member Clerks 

Free places for Clerks Toolkit
We are offering 6 Clerk Toolkit Sessions for the Price of 5.  When you have booked and paid for 5 toolkit sessions WALC will send you a coupon code so you can book your 6th session for free.  This offer is per person and not per council.

Full terms and conditions of registration



 For those intending to take the CiLCA qualification this session is particularly relevant to units LO14/LO17/LO18/LO20LO24

These events are open to Clerks, Assistant Clerks and Finance Officers

With thanks to Studley Parish Council for hosting this event

Event date Tue 17 Apr 2018 9:30 am
Registered 5
Available places 10
Registration closes Wed 11 Apr 2018 11:55 pm
Individual Price £15 for member clerks
Speaker Gill Lungley
Studley Village Hall
High Street, Studley, Warwickshire B80 7HJ
Studley Village Hall

Location Map

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