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Introduction to School Finance for Headteachers

Audience: Primary, Secondary
Single session
  • Key Stage 1
  • Key Stage 2
  • Key Stage 3
  • Key Stage 4
  • Key Stage 5

Brief Overview

This course is aimed at newly appointed Headteachers or for those Headteacher who would like a refresher on the processes and procedures that schools must follow.  The course will enable delegates to gain a good understanding of school finance and their responsibilities as a Headteacher. 

This course will include demonstrations and practise on the information Headteachers are required to sign for.  Procedures will be linked to the KCC Financial Controls and the Schools Model Finance Policy.  

The morning will concentrate on the importance of the authorisation of financial documents providing a practical introduction to the information Headteachers have to take responsibility for and why there must be the proper financial procedures and processes in place and will include: 

  • the Schools Financial Services team
  • policy documents
  • financial controls
  • why Headteachers need to authorise financial documents
  • separation of duties
  • payment of goods and services
  • corporate cards
  • salary payments
  • school bank accounts
  • financial reports
  • budgetary control
  • useful reports

Delegates will be required to bring along: 

A copy of their Schools Finance Policy 

Additional Information 

For academies wishing to attend this session, please contact Schools Financial Services for further details.


Learning Outcomes

By the end of the sessions the delegates will be able to: 

  • use the KCC Financial Controls and the schools’ own Finance Policy as reference documents
  • contact the appropriate Schools Financial Services team for support
  • demonstrate the processes that need to be carried out in order to ensure that the financial controls are in place in the school
  • play an important role in ensuring that schools are financially well managed.



  • Session - 13/06/2024 09:00  -  12:30

Event Type

Face 2 Face


Aldington Eco Centre
Goldwell Lane
TN25 7DX

Delivered by

  • Joanne Clark

Product Type: