Introduction to Financial planning

Event

Event summary

An introductory course designed to provide finance professionals working within local government with valuable insights and practical tools to navigate the complexities of setting and managing a balanced budget.

Date

22 May 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?

This programme is designed primarily for local authority corporate finance staff engaged in the financial planning process for their organisation. It is also beneficial for those seeking to expand their understanding of the challenges affecting local authority budgets and how improved financial planning can support more informed decision-making.

How will you benefit from attending?

Attendees will benefit from:

  • A better understanding of the external and political issues currently placing a strain on local authority budgets
  • An awareness of those statutory service areas which are causing cost pressures for local authorities and why managing these areas is key to financial sustainability
  • A look at how effective strategic planning can help provide the framework behind your medium-term financial plan and how this plan should be used to inform and support the organisations financial decision-making process
  • An understanding of the roles and responsibilities behind setting a balanced budget and the steps that authorities must take if they are unable to do so

CPD hours

This carries six CPD hours.

Topics

  • Capacity building
  • / Financial management
  • / Governance
  • / Local government
  • / Medium term planning
  • / Performance improvement and policy

Download programme schedule

Financial planning agenda 2025PDF 180.78 KB

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Speaker - Florence Bastos, CIPFA Public Finance Advisor

Photo of Florence Bastos

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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