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 14 Sep 2021 10:00 am
Event Ends Tue 14 Sep 2021 1:00 pm
Registered 1
Available places 9
Registration closes Mon 13 Sep 2021 8:00 am
Notes £15 for member clerks
Speaker Gill Lungley
Location WALC Zoom Room

9.45 am

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

Clerk and WALC Tutor

Gill has been involved with local councils since the early 1990’s first as a parish councillor and then as the clerk to a variety of parish councils across Worcestershire, where she currently works part-time. Gill holds a BA (Hons) in Business Studies and has achieved the Cert HE in Local Policy Studies (the forerunner to today’s CiLCA qualification) from Cheltenham and Gloucester College. Ongoing CPD has seen her gain the CiLCA 2012 additional requirement so that her councils are able to adopt the General Power of Competence, where eligible. Having worked alongside various trainers for WorcestershireCALC Gill added to her qualifications with PTLLS (Preparing to Teach in the Lifelong Learning Sector) to support her in the delivery of her informative training sessions.

This event is being run by