CLERK TOOLKIT: Finance: from Bookkeeping to Budgets

CLERK TOOLKIT: Finance: from Bookkeeping to Budgets

This session will identify the RFO, review financial regulations & internal controls.

The Clerk's Toolkit series are now being run in partnership with Worcestershire Association of Local Councils allowing us to double our training offer in this area.

Event date Thu 17 Mar 2022 9:30
Event Ends Thu 17 Mar 2022 12:30
Registered 0
Available places 5
Registration closes Tue 15 Mar 2022 12:30
Notes £20 to WALC Members
Speaker Gill Lungley
Location Online
Event Categories Clerk's Toolkit

The session will cover

Basic finance admin including

  • book-keeping,
  • spreadsheets,
  • local council accounting software,
  • procedure for payment of invoices,
  • receiving income (use of purchase orders and receipt books),
  • petty cash,
  • VAT,
  • PAYE,
  • online banking,
  • pension records

Use of contracts, why they are needed and when we use them.

Preparation of budgets and ongoing budget comparisons. Ensure ongoing compliance with relevant Transparency Code.


For those intending to complete the CiLCA qualification

LO's: 5, 12, 14, 15, 17, 18, 19

Recommended course fee


WALC are offering further discounts for our Members on the recommended price for this course.

WALC Members will pay

  • £20.00 to Officers from WALC Member Councils with a budget of over £6,000
  • £15.00 to Officers from WALC Member Councils with a budget of £6,000 or less

Non members price on enquiry.


1.5 CPD Points


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.

Warwickshire & West Midlands Association of Local Councils

Worcestershire Association of Local Councils