Clerk's Toolkit - From Bookkeeping to Budgets

Clerk's Toolkit - From Bookkeeping to Budgets

Tuesday 11th September 2018

Leamington Spa Town Council

9.30am – 1pm

Registration from 9am

"Bite-sized" sessions covering all the basics of the clerk’s role

This session will concentrate on finance basics including:

  • Finance Administration:  spreadsheets, accounting software
  • Payment of invoices (audit trail), petty cash, council pre-pay card/debit card
  • VAT reclaims
  • Payroll: PAYE & RTI
  • Pensions
  • Online banking, cheque preparation & bank reconciliation
  • Use of contracts & why they are needed
  • Purchase orders & receipt books
During these 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 1.5 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 complete the CiLCA qualification, this session is particularly relevant to units LO6/LO7/ LO15/LO18 & LO19


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

With thanks to Leamington Spa Town Council for hosting this event

Event date Tue 11 Sep 2018 9:30 am
Registered 0
Available places 15
Registration closes Thu 6 Sep 2018 11:55 pm
Notes £15 for member clerks
Speaker Gill Lungley
Royal Leamington Spa Town Council
Parade, Leamington Spa CV32, UK
Royal Leamington Spa Town Council

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