In-Person Event

Thursday 10 June 2027

09:30 - 16:30

Venue Information

Venue TBC

Please note: This event has a limited amount of places.

Book your place now!

Select the option that best describes how you are booking below.
If you’re unsure, please contact [email protected]

Invoice Payment

Available to Booking Managers from schools or settings that are approved to pay by invoice.

£ 201.50 +VAT

Pay by Invoice
  • £241.80 including 20% VAT
  • Invoice bookings must be made by a designated Booking Manager for your school or setting
  • The school or setting must be approved to pay by invoice with HFL Education

Card Payment

Available to anyone booking on behalf of a school or setting who wishes to pay by card.

£ 201.50 +VAT

Pay by Card
  • £241.80 including 20% VAT
  • Booking should be made by the attendee account
  • If booking multiple places, the booking should be made by the designated Booking Manager for the school / setting
Support

How do I know who our Booking Manager is?
 
  Booking Managers are usually headteachers, setting leads or office managers / staff.
 
  If my school / setting is not approved to pay by invoice, how can I get approved?
 
  Follow the link below to our Help Centre where you can find a guide to help you.
 
  What if I need further help?
 
  Follow the link to the Help Centre where you will find details on how to contact our support teams.

Visit our Help Centre

Card Payment

For individuals booking a single personal space on this course

£ 201.50 +VAT

Pay by Card
  • £241.80 including 20% VAT
  • Should be used to book one individual place for yourself
  • Please use the 'Schools & Settings' tab if you are purchasing as part of a school or setting

About this course

This course is designed for customers who are new to loading the budget to Arbor Finance. The morning session will provide a demonstration of how to complete the budget load successfully, including a section on profiling the budget. The afternoon session offers a practical workshop where delegates can load their own budget to Arbor Finance in a supported environment, with Financial Services colleagues available to guide them through the process and answer questions. Completing the budget load and profiling process correctly helps ensure more effective monthly monitoring of the school’s finances.

  • to understand why loading the budget correctly supports accurate financial planning

  • to understand how profiling budgets improves the reliability of monthly monitoring

  • to load the approved budget return to Arbor Finance with confidence and accuracy

  • to apply the budget profiling process effectively within Arbor Finance

  • to support accurate and efficient monthly monitoring through correct budget setup