End of Year Financial Procedures

End of Year Financial Procedures

Monday 22 January 2018

Dorethea Mitchell Hall

Station Road, Claverdon, Warwickshire, CV35 8PH

10.00 am - 1.00 pm

registration from 9.30 am

Course Content

This training session will cover what all clerks and councillors need to know in preparation for the financial year-end on 31st March. The audit changes that were introduced 2015/16 were significant and there are more challenges ahead especially for those councils exempt from external audit.

We shall:

  •  work through the annual end-of-year checklist relating to risk management, policy reviews and good financial procedure;
  •  review the Transparency Code requirements including the difference between large and small Councils (and what happens to those in the middle);
  •  consider the new audit regulations and what they mean in practice. 


Essential Preparation for Delegates

All those attending should come armed with the knowledge of:-

  • Their Council’s precept
  • Their Council’s annual turnover


the content of this session is the same as the event being held in North Warwickshire in February

The course wil 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.

Attendance at this event will accrue 1.5 CPD points


£30.00 per delegate for Member Councils                    
£60.00 per delegate for non-member councils 
these fees are low compared with other county associations and training providers

Help with Delegate’s Fees – WALC will subsidise member councils

  • Members with a budgeted income up to £15,000 will get half price for all delegates
  • Members with a budgeted income between £15,001 & £30,000 can send two for the price of one
  • Members with a budgeted income between £30,001 & £50,000 can send three for the price of two
  • Members with a budgeted income over £50,000 can send five for the price of four

Full terms and conditions of registration

Payment details: Cheques payable to ‘WALC’ or BACS to Unity Trust Bank account number 20369462, sort code 60-83-01 please use reference "WTP170121"


Event date Mon 22 Jan 2018 10:00 am
Registered 17
Available places 18
Registration closes Mon 15 Jan 2018 11:55 pm
Notes £30 to members
Dorothea Mitchell Hall (Claverdon)
Station Road
Dorothea Mitchell Hall (Claverdon)
Registration is now closed

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