Introduction to Budgeting

Event summary

A one-day budgeting session designed to support local authority officers and managers who have responsibility for the setting, forecasting, monitoring, and reporting local service budgets. Finance staff who are new to supporting officers and budget holders with this process will also benefit from the session.

Date

16 September 2025
Starts: 09:30
Ends: 16:15

Location

online

Standard price

£375.00 excl VAT

Network Member Price

£315.00 excl VAT

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About this event

Who should attend?

Local authority budget holders and non-finance managers who have responsibility for the setting, forecasting, monitoring, and reporting of local service budgets
Ideal introduction for someone new to managing budgets or new to the sector
Finance staff who are new to the role of supporting budget holders or would like a refresher

How will you benefit from attending?

The training will provide attendees with:

A better understanding of budgetary control, variance analysis, ongoing budget monitoring and financial reporting
An awareness of how to link budgets to service plans, how to identify and estimate future income and expenditure levels and how to build savings targets into a budget

CPD hours

This carries six CPD hours.

Topics

Capacity building
/ Financial management
/ Local government
/ Medium term planning

Speaker - Florence Bastos, CIPFA Public Finance Advisor

Florence is a financial advisor in CIPFA’s Policy and Technical team. She joined CIPFA in 2023, bringing a wealth of experience from her private sector, NHS, and local authority background. Florence’s expertise lies in strategic financial management, which she leverages to improve organisational performance. She also provides financial and commercial insights that facilitate sound investment and contracting decisions in the public sector. Florence qualified as a Chartered Accountant while working in the tax practice at PwC.

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