Online Webinar

Tuesday 17 November 2026

09:30 - 11:30

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.

£ 62.50 +VAT

Pay by Invoice
  • £75 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.

£ 62.50 +VAT

Pay by Card
  • £75 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

£ 62.50 +VAT

Pay by Card
  • £75 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 session supports school finance officers in completing the full range of month end tasks required under a Gold Contract. It explains the key financial processes that maintain accurate records, support compliance and ensure systems are prepared for every Financial Services visit. The course provides clear, practical guidance on each required step, using examples that reflect how schools work and helping participants approach their month end activities with confidence. It includes an overview of posting financial transactions into the finance system such as payroll, completing the bank reconciliation, reviewing the mismatch report, validating VAT and ensuring all elements of the system are fully reconciled. By the end of the session, participants will understand the monthly workflow and be ready to present accurate information to their Financial Services Advisor.

  • identify the full range of services and support included within a Gold Contract

  • understand the monthly financial tasks required when working under a Gold Contract

  • recognise the training and preparation needed before moving to a Gold Contract

  • explain how school financial processes support accurate work with the Finance Partner