Clerk's Toolkit: From Bookkeeping to Budgets

Clerk's Toolkit: From Bookkeeping to Budgets

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.

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

This session will concentrate on finance administration including including book-keeping, spreadsheets, local council accounting software, payment of invoices & petty cash.

Event date Tue 8 Sep 2020 10:00 am
Event Ends Tue 8 Sep 2020 1:00 pm
Registered 6
Available places 4
Registration closes Mon 7 Sep 2020 8:00 am
Notes £15 for member clerks
Speaker Gill Lungley
Location WALC Zoom Room


Zoom Meeting Room

will open for pre-session chat.
There will be scheduled breaks during the session.

10.00am - 1:00pm

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


This session will accrue 1.5 CPD point



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


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.


For those intending to complete the CiLCA qualification

this session is particularly relevant to units LO6/LO7/ LO15/LO18 & LO19

Terms and Conditions of Registration

please read

Full terms and conditions of registration


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.

Experienced Clerk

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.

Valued Tutor

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.

This event is being run by