Select the option that best describes how you are booking below.
If you’re unsure, please contact [email protected]
This course is included at no extra cost as part of your Silver support contract with the HFL Financial Services.
Customers who have a Bronze support contract with HFL Financial Services can book a place by sending an enquiry using the button below.
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.
This course is delivered in two parts to guide delegates through the year‑end processes in Arbor Finance. The morning session provides an overview of key year‑end tasks, including essential housekeeping and a review of the Financial Services checklist that must be completed in advance. The session also covers the latest updates from HCC. Delegates must arrive having finalised their school’s financial accounts to 31 March 2026, completed the bank reconciliation, and carried out a comprehensive system reconciliation. A full list of accruals and committed balances must be prepared beforehand, and the final capital return submitted where applicable. During the afternoon, Financial Services staff will be available to support delegates as they complete the year‑end process and to respond to any queries that arise.
prepare the school’s financial data/finance system for year-end
submit the year-end accounts to HCC
