Calendar of Events

Did you have new Town/Parish Councillors following the May elections, or a new Chairman? 
Please register your Council’s interest in Chairmanship and Councillor Training following the May elections or Annual Parish Meeting and we will set training dates.

To book on a course please use the links below, different charges apply to non-member councils. For further information please email accounts@capalc.org.uk


Training & Events

Clerks Essentials!

Over the course of the year we will be running 9 bite size sessions covering the basics of the Clerks role began in February 2018. The sessions will be held at the Norwood Room, Somersham.

Fees:

£20 per event for officers from member councils £40 per event for officers from non-member councils. 

Meeting Procedures, Agendas, Minutes and Accountability to the Public

Wednesday June 20th 2018 

This session will focus on:

  • Meeting Protocol
  • The Role of the Chairman
  • The preparation of the agenda
  • The purpose of minutes
  • Publication Schemes and FOI

Trainer - Diane Bayliss 9:30am - 12:00 noon

Clerksessentials-meetingprocedures.eventbrite.co.uk

 

CAPALC - Share the Vision, Shape the Future

29th June 2018 9.30 - 3.30pm (Cost to be advised)

An opportunity to catch up on the latest developments in the sector for clerks and councillors.  

Hemingford Abbots Village Hall, High Street, Hemingford Abbot, PE28 9AH

Clerks: The Knowledge

Thursday 12th and Thursday 19th July

This two day course will be held on Thursday 12th and Thursday 19th July 2018 from 10.00 am - 3pm at Lakeside Lodge, Pidley, Cambridgeshire. PE28 3DF.
Your ticket is valid for both days. Registration is from 9.30am. 

The course covers the essential information to allow new clerks as well as those who have been in post for a short while, to find their way around the legislation, processes and procedures of town and parish councils.

Clerks: The Knowledge Tickets

 

Finance & Transparency Training Courses

We are delighted to welcome Steve Parkinson to Cambridgeshire to deliver the courses below. Steve was a Town Clerk for 14 years and has 15 years public sector experience prior to that. A Fellow Member of the Association of Accounting Technicians since 1996, Steve is widely recognised for his knowledge of local council finance and VAT.

 

9th July 2018 (Monday) Millennium Sports Facility, Somersham

Finance for Clerks and RFOs (full day 10am until 3 or 4pm) Cost £75

Recommended for:

Officers that have financial matters as part of their role, or that have an interest in finance.

Session overview:

This session is designed to give practitioners a greater understanding of their duties with regard to the council’s finances, with practical exercises to help you understand. Topics include:

·       legislation and the national Governance and Accountability Guidance

·       Roles and responsibilities

·       setting a budget and precept

·       Financial control

·       Borrowing

·       VAT for local councils

·       Accounting for assets

·       The Annual Return

·       Internal and external audit 

Session benefits:

By the end of Local Council Finance you will:

·       Understand the council's and the RFO's duties regarding financial management

·       Be aware of relevant legislation and sources of guidance

·       Understand how a council raises and manages money

·       Know how VAT law applies to your council

·       Understand how the council's accounts are prepared and audited

·       Recognise the importance of internal controls 

Finance for Clerks and RFOs

Finance for Councillors (2 hrs - evening 7—9 pm) Cost £35

Recommended for: All councillors

Session overview: This session is designed to give councillors a greater understanding of their duties with regard to the council’s finances. Topics include:

  • Roles and responsibilities
  • setting a budget and precept
  • Financial control
  • How VAT applies to local councils
  • The Annual Return
  • Internal and external audit 

Session benefits: By the end of Local Council Finance you will:

·       Understand the council's duties regarding financial management

·       Be aware of relevant legislation and sources of guidance

·       Understand how VAT law applies to your council

·       Be aware of how the council's accounts are prepared and audited

·       Recognise the importance of internal controls 

Finance for Councillors

6th September 2018 (Thursday) Millennium Sports Facility, Somersham

Budgeting & Finance Control (3 hrs 10 am—1 pm) Cost £40

Recommended for:

Officers and councillors that want to get to grips with preparing and managing a budget.

Session overview:

This session is aimed at those involved in preparing, approving and monitoring budgets, as well as those involved in the day to day financial management of a council.  Topics include:

·       setting a budget and precept

·       using spreadsheets

·       Inflation

·       Contingencies and reserves

·       how the council tax base affects the budget

·       budget monitoring

·       Financial management

·       Internal control

Session benefits:

By the end of this session you will:

·       Understand how and when to prepare a budget

·       Know how to approve and issue a precept

·       Be aware of the factors that affect a budget

·       Understand how to manage a budget

·       Be aware of the need for internal controls

Budgeting and Finance Control 

 

6th September 2018 (Thursday) Millennium Sports Facility, Somersham

Contracts and Procurement (3 hrs 2pm—5 pm) Cost £40 

Recommended for:Anyone involved in procuring goods and services, preparing tenders or entering into contracts on behalf of local councils.

Session overview:

This session is an introduction to the basics of procurement for local councils – inviting quotes, producing specifications and tender documentation, achieving competition and value for money, managing contracts.

Topics include:

  • EU procurement thresholds
  • Basic terminology and steps involved in procurement
  • Estimates, quotes and tenders
  • Producing a specification
  • Quality and value for money
  • Advertising, including Contracts Finder 

Session benefits:

By the end of Contracts and Procurement you will:

·       Be aware of EU procurement thresholds

·       Recognise when you must advertise on Contracts Finder 

·       Understand how to produce a specification for what you want

·       Understand the basic terminology and steps involved in procurement

·       Be able to ensure your procurement achieves value for money

 

 

7th September 2018 (Friday) Millennium Sports Facility, Somersham

Introduction to VAT (3 hrs 10 am—1 pm) Cost £40

Recommended for:

Clerks, Finance Officers, councillors on finance committees and councillors who wish to develop their knowledge in this area. Essential for any council contemplating major building projects.

Session overview:

This session explains how VAT affects local councils, with practical exercises to help develop your understanding. Topics include:

·       how VAT law applies to local councils

·       where to find the law and guidance

·       the difference between business and non-business activities

·       understanding whether sales are taxable or exempt from VAT

·       when a council must register for VAT

·       when VAT can be reclaimed

·       Partial exemption

·       the VAT implications of building projects (including option to tax)

·       Reclaiming VAT when using grants and donations

 

 Session benefits:

By the end of this session you will:

·       Know where to find the relevant legislation and guidance

·       Understand the key concepts of VAT

·       Know when a council can or can’t reclaim VAT

·       Recognise when a council must register for VAT

·       Be aware of activities that require special attention

Introduction to VAT 

The Role of the Internal Auditor (2 hrs 2 pm—4 pm) Cost £35

Recommended for: Councillors and officers that want to understand the role of the internal auditor and how to appoint one. (Please note, this is not a training session for people who want to undertake internal audits)

Session overview:

This session explains the role of the internal auditor in providing assurance to the council that’s it has sound financial controls. Topics include:

·       legislation and guidance

·       Roles and responsibilities

·       Risk management

·       Internal controls

·       how the council appoints an internal auditor

·       Scope of internal audit

·       Reviewing internal control

·       Internal audit reports

Session benefits:

By the end of this session you will:

·       Understand the purpose of internal audit

·       Be aware of relevant legislation and sources of guidance

·       Understand how a council should appoint an internal auditor

·       Recognise the importance of internal controls

·       Be aware of the need to review effectiveness

 The Role of the Internal Auditor

2nd October 2018 (Tuesday) Papworth Everard North Hall

Transparency & Audit ((3 hrs 2pm—5 pm) Cost £40

This session introduces the concepts of transparency and the publication of information, showing how it links to and overlaps audit requirements. Topics include:

  • Transparency for councils under £25,000
  • Audit exemption for councils under £25,000
  • Transparency for larger councils
  • Publication schemes
  • The audit process
  • The public’s rights
  • The Annual Return

Session benefits: By the end of this session you will:

·       Understand how to comply with transparency requirements

·       Be aware of the benefits of publishing information

·       Be aware of relevant legislation and sources of guidance

·       Understand what your council should publish

·       Be aware of the stages of the audit process

 

Transparency & Audit 

 

Finance for Councillors (2 hrs - evening 7—9 pm) Cost £35

Recommended for: All councillors

·       Understand the council's duties regarding financial management

·       Be aware of relevant legislation and sources of guidance

·       Understand how VAT law applies to your council

·       Be aware of how the council's accounts are prepared and audited

·       Recognise the importance of internal controls 

 

Session benefits: By the end of Local Council Finance you will:

·       Understand the council's duties regarding financial management

·       Be aware of relevant legislation and sources of guidance

·       Understand how VAT law applies to your council

·       Be aware of how the council's accounts are prepared and audited

·       Recognise the importance of internal controls 

Session leader: Steve Parkinson, The Parkinson Partnership LLP 

Finance for Councillors

3rd October (Wednesday) Papworth Everard North Hall 

Finance for Clerks and RFOs (full day 10am until 3 or 4pm) Cost £75

Recommended for: Officers that have financial matters as part of their role, or that have an interest in finance.

Session overview:

This session is designed to give practitioners a greater understanding of their duties with regard to the council’s finances, with practical exercises to help you understand. Topics include:

·       legislation and the national Governance and Accountability Guidance

·       Roles and responsibilities

·       setting a budget and precept

·       Financial control

·       Borrowing

·       VAT for local councils

·       Accounting for assets

·       The Annual Return

·       Internal and external audit 

Session benefits:

By the end of Local Council Finance you will:

·       Understand the council's and the RFO's duties regarding financial management

·       Be aware of relevant legislation and sources of guidance

·       Understand how a council raises and manages money

·       Know how VAT law applies to your council

·       Understand how the council's accounts are prepared and audited

·       Recognise the importance of internal controls 

Finance for Clerks and RFOs