Q2 Forecast workshop

This course is to be delivered on line via Microsoft Teams.

Overview

In line with Forecasting monitoring procedures, schools are required to review the Financial Plan set in April/May against the actual expenditure to date, and to project a revised forecast to year end which is a best estimate.

The Q2 deadline is 18th October 2022

Training will be delivered in a 1 hour session over 2 days. If required there will also be an opportunity to book a further individual 20 minute session to share your modeller on line (details on how to book these will be advised on the training sessions).

Date & Time:

Wednesday 12th October morning session 11-12am

https://www.eventbrite.co.uk/e/q2-forecast-workshop-tickets-366769446287

Thursday 13th October morning session 11-12am

https://www.eventbrite.co.uk/e/q2-forecast-workshop-tickets-366771422197

Once your booking has been received you will receive an email with a link to access the Microsoft teams meeting.

Suitable For: All Finance Staff and Bursars (beneficial for new Finance Staff)

Time: 1 hour session

Cost: If you have a Finance package 100 credits for the first delegate and 50 credits for an additional delegate or if no Finance Package purchased please refer to Schools Finance Packages

 Objectives

By the end of the course you will be able to:

• Complete your forecast
• Understand how the spreadsheet works
• Consider outcomes that may affect your year- end forecast position

 Details

• Demonstrate how changes will impact your budget position
• Explain how to complete the forecast submission spreadsheet
• If required book a 20 minute individual session to share your salary modeller on line to look at any queries.