CiLCA (2016) Portfolio Guidance units 3&4

Zoom room will open

Course Details

We will begin with a general introduction focusing on how to approach the tasks: to help new candidates, and refresh the memories of those who have already attended. Candidates will be expected to have read and absorbed the introduction (Setting the Scene) in the portfolio guide

Thereafter the sessions will concentrate on
- Unit 3: Finance for Local Councils
- Unit 4: Management for Local Councils

There will also be time to raise individual queries

The tutor will hold a general “how-to-tackle-the portfolio” section and will cover specific questions within the portfolio which are known to cause problem.

Please bring to the session

1. this year's budget proposals - please check with LO14 and see if your format is the one required
2. a budget monitoring document
3. a cashbook and bank reconciliation for any month except March (year-end)
4. a risk management scheme if yourcouncil has one
5. a grant application form, if your council produces one
6. your council's financial regulations

Rosalind Bolton

Rosalind Bolton has been the tutor for the Certificate since its inception in 2005. She has been a parish councillor for many years and in her professional life was an “A” level teacher so has vast experience in helping candidates meet the requirements of qualifications.

2 CPD Points

by attending this session.

Candidates registered on the WALC CiLCA training scheme attend for free

All candidates must register in advance to attend.

• Fees to members of neighbouring associations are £30:00 per delegate
  
• Fees to non member councils £60.00 per delegate

Important note

You will no longer be eligible to attend the third CiLCA portfolio training session unless you have an SLCC candidate number.